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Customer Cancel Page - Customer Access to it ?

• Edit

steve.martin

04 Sep, 2012 11:01 AM

Hi,

Ive setup cheddar for our customers and im using the hosted pages to allow the customer to manage their subscription in cheddar.
When the initial email is sent to our customers it includes the link to cheddar to allow them to change the plan and update payment but CANCEL is missing from this page.

How can i automatically send the customer a link to cancel their account in the initial email without manual intervention ?
Is this possible ?

The reason we want the cancel in the initial email is that during the free trial the customer may choose to cancel the subscription BEFORE we charge them for the first invoice. So we need to have the cancellation option in the initial email.
How can we do this ?

1. 1 Posted by Dean on 04 Sep, 2012 02:14 PM

   

   Hi Steve,

   Thanks for billing with CG!

   How can i automatically send the customer a link to cancel their account in the initial email without manual intervention ? Is this possible ?

   Have you tried editing the e-mail templates in your configuration? You can add in the update and cancel link to that initial e-mail in:

   Configuration > Emails > New Subscription

   You can also edit the headers and footers in the Email tab's 'General Settings.'

   As far as I know, this is the best and easiest way.

   Regards,
   Dean

   • Edit

2. 2 Posted by steve.martin on 04 Sep, 2012 02:19 PM

   

   That’s the first place I looked

   I cannot see anything in the syntax listing that would allow me to insert the cancellation link.

   See below the list of options, any ideas ???

   Basic Variables

   {$product.name}
   Your product name
   {$customer.firstName}
   The customer's first name
   {$customer.lastName}
   The customer's last name
   {$customer.company}
   The customer's company
   {$subscription.canceledDatetime}
   The date and time when the subscription was/will be canceled.
   {$subscription.cancelType}
   The type of the cancelation ('unknown','declined','expired','paypal-wait','customer').
   {$subscription.cancelReason}
   A short explanation of why the subscription is canceled.
   {$plan.name}
   The name of the plan that the customer is subscribed to

   Extended Variables

   {$product.code}
   Your product custom code
   {$product.subdomain}
   The subdomain for your hosted pages.
   {$customer.code}
   The customer's custom code
   {$customer.key}
   The customer's hosted pages link key
   {$customer.email}
   The customer's email address
   {$customer.isVatExempt}
   Whether or not this customer is exempt (1 or 0)
   {$customer.vatNumber}
   This customer's VAT number
   {$customer.createdDatetime}
   The date and time when the customer was created in CheddarGetter
   {$metaData.userDefined}
   Your meta data for the customer
   {$subscription.method}
   The payment method for this subscription (either 'none', 'cc' or 'paypal')
   {$subscription.ccFirstName}
   The first name of the cardholder for the credit card used for this subscription
   {$subscription.ccLastName}
   The last name of the cardholder for the credit card used for this subscription
   {$subscription.ccCompany}
   The company of the cardholder for the credit card used for this subscription
   {$subscription.ccType}
   The credit card type (visa, mc, disc, amex, diners, jcb) used for this subscription
   {$subscription.ccLastFour}
   The last four digits of the credit card used for this subscription
   {$subscription.redirectUrl}
   Payment approval URL. The customer must visit the URL to complete subscription.
   {$plan.code}
   The custom code for the plan
   {$plan.description}
   The description of the plan
   {$plan.isActive}
   Whether or not the plan is in active status (1 or 0)
   {$plan.isFree}
   Whether of not this is a free plan
   {$plan.billingFrequency}
   How often this plan is billed (weekly, monthly, bi-monthly, annually, etc)
   {$plan.billingFrequencyPer}
   How often this plan is billed (week, month, 2 months, year, etc)
   {$plan.setupChargeAmount}
   The amount of the setup fee
   {$plan.setupChargeCode}
   The custom code for the setup fee charge
   {$plan.recurringChargeAmount}
   The amount of the recurring fee
   {$plan.recurringChargeCode}
   The custom code for the recurring fee charge
   {$previousPlan.code}
   The custom code for the plan
   {$previousPlan.description}
   The description of the plan
   {$previousPlan.isActive}
   Whether or not the plan is in active status (1 or 0)
   {$previousPlan.isFree}
   Whether of not this is a free plan
   {$previousPlan.billingFrequency}
   How often this plan is billed (weekly, monthly, bi-monthly, annually, etc)
   {$previousPlan.billingFrequencyPer}
   How often this plan is billed (week, month, 2 months, year, etc)
   {$previousPlan.setupChargeAmount}
   The amount of the setup fee
   {$previousPlan.setupChargeCode}
   The custom code for the setup fee charge
   {$previousPlan.recurringChargeAmount}
   The amount of the recurring fee
   {$previousPlan.recurringChargeCode}
   The custom code for the recurring fee charge
   {$items.[n].code}
   The custom code for this item
   {$items.[n].name}
   The descriptive name for this item
   {$items.[n].quantityIncluded}
   The quantity of this item included with this plan
   {$items.[n].isPeriodic}
   Whether or not the item quantity usage is reset to zero at the beginning of the billing cycle
   {$items.[n].overageAmount}
   The amount charged for each item over the quantityIncluded
   {$invoice.invoiceNumber}
   The invoice number
   {$invoice.asciiLayout}
   An ascii layout of the invoice
   {$invoice.textLayout}
   A text layout of the invoice
   {$invoice.htmlLayout}
   A generic html table layout of the invoice
   {$invoice.billingDatetime}
   The date of the customer's next invoice (New Subscription, Subscription Change, Credit Card Expiring) or the date of the invoice corresponding to the referenced transaction (Payment Receipt, Payment Declined, Canceled Non-Payment).
   {$invoice.vatRate}
   The rate charged for VAT (if enabled)
   {$invoice.isInitial}
   Is this invoice the intial bill for this subscription?
   {$invoice.isProrated}
   Is this invoice for a prorated plan change?
   {$invoice.couponCode}
   The code for the coupon corresponding to the promotion that was applied to this invoice
   {$invoice.promotionName}
   The name of the promotion applied to this invoice
   {$invoice.promotionDescription}
   The description for the promotion appliced to this invoice
   {$currentInvoice.invoiceNumber}
   The invoice number of the customers's next invoice.
   {$currentInvoice.billingDatetime}
   The date of the customer's next invoice.
   {$charges.[n].code}
   The custom code for this charge
   {$charges.[n].type}
   The type of charge (custom, setup, recurring or item)
   {$charges.[n].quantity}
   The quantity of this charge
   {$charges.[n].eachAmount}
   The amount charged for each quantity
   {$charges.[n].description}
   The description of this charge, if any
   {$charges.[n].createdDatetime}
   The date and time that this charge was created
   {$transaction.id}
   The CheddarGetter ID for the transaction record
   {$transaction.amount}
   The total amount of the transaction (negative if a credit)
   {$transaction.vatAmount}
   The VAT charge for this invoice
   {$transaction.memo}
   The memo for the transaction, if any
   {$transaction.transactedDatetime}
   The date and time of the transaction
   {$transaction.response}
   The status of the transaction (approved, declined or error)
   {$transaction.responseReason}
   The reason for the response (useful if declined)
   {$defaultUri}
   The location of your website
   {$customerAccountUri}
   The location of the customer's account page on your website. This is the same as defaultUri if customerAccountUri is not set.

   • Edit

3. 3 Posted by Dean on 04 Sep, 2012 02:43 PM

   

   Hi Steve,

   There is no element made only for canceling pages, but you can create it without too much difficulty. Instructions can be found here: http://support.cheddargetter.com/kb/hosted-payment-pages/hosted-pay....

   I hope this helps. If you have more questions please just let me know!

   Dean

   • Edit

4. Dean closed this discussion on 23 Jan, 2013 04:35 PM.