Renewal Series

The following is an explanation of the two different types of renewal series that may be defined in QuickFill. Click here for a description of how the various parts of QuickFill's renewal system interact.

Defining a renewal series

When you select 'Renewal' under 'Definitions' on the main menu, then select 'Series', you'll see a list of currently defined series in the upper half of the screen and the "New," "Change," "Replicate," and "Delete" options running along the bottom. For each renewal series that you have defined, QuickFill will display, the publication to which the series is linked, the renewal series code, the series description, and the series type (D for "by days" and I for "by issues").

To create a new renewal series, click on "New." QuickFill will then ask you to specify whether you want to create a "by days" or a "by issues" renewal series.

Select the "by days" option if you want to generate the first renewal notice for a subscriber based on the number of issues remaining and then all subsequent notices based on the number of days that have passed since the last notice was generated. Renewal notices for subscribers that are on a "by days" renewal series are generated by running the 'Renewal notices' update.

Select the "by issues" option if you want to generate all of the renewal notices for a subscriber based solely on the number of issues remaining in their subscription. Renewal notices for subscribers that are on a "by issues" renewal series are generated by running the 'Issue labels' update. Since a "by issues" renewal series are only produced when you serve an issue you probably do not want to use this style of renewal series to send renewals for bi-monthly or quarterly publications since the intervals between notices in the series would be overly long.

Once you select the type of series that you want to create, you'll see a Renewal series screen with three tabs ("Links," "Format," and "Efforts") where you can define the series. (You can move easily between tabs by using the Ctrl-RightArrow and Ctrl-LeftArrow key combinations or your mouse.) When you're done, click on "OK" to save your changes. If the renewal series you want to define next is similar to one you've already defined, you can replicate the existing series by moving the cursor to that renewal series and clicking on "Replicate."

You can also change the definition of a renewal series by moving the cursor to the series you want to change and double clicking on the series, or clicking once on "Change." You can delete a renewal series that is not being used by moving the cursor on the series you want to delete and clicking on "Delete."

To delete a series that you're currently using to send renewal notices to orders in your database, you must first either select 'Renewal series' on the 'Change series' submenu of the 'Updates' menu to link those orders to some other renewal series (click here for details on changing renewal series) or merge the definition with that of another renewal series. If you use 'Change series', you must also remove the series from your publication definition and tracking code definitions if it is currently being used as the default renewal series.

 

Click here for information on how to merge renewal series codes.

 

See Also