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Customer management

Overview

Customer accounts centralize billing, subscription, and transaction data from the Avangate system. A single customer can own and use one or multiple subscriptions.

Requirements

Subscriptions

Customer accounts/IDs can be associated exclusively to subscriptions generated by the Avangate system for products configured using the Control Panel. To define identifiers yourself, or to have IDs generated automatically, your customers need to use at least one subscription generated for a product with the renewal system enabled.

Note: subscription status can be active, past due (in the grace period), expired or cancelled.

Note: Customer accounts are not supported for products with the renewal system disabled (without any subscriptions).

Subscription renewals

Subscription renewals will automatically be associated to the same customer using the initial subscription. A new Customer account will not be generated for this scenario, since the existing customer IDs are used.

Subscription renewal with new product version

When the subscription for an older product being deprecated is renewed with the subscription of a newer product, it will automatically be associated with the same customer using the initial subscription. A new Customer account will not be generated for this scenario, since the existing customer IDs are used.

Upgrades

When the subscription for an older product is upgraded with the subscription of a newer product, it will automatically be associated with the same customer using the initial subscription. A new Customer account will not be generated for this scenario, since the existing customer IDs are used.

 

Customer scenarios

 

Existing Customer account is used

New Customer account is generated

New purchase

NO

YES

New purchase with new customerID in the buy link

NO

YES

New purchase with existing customerID in the buy link

YES

NO

Subscription renewal

YES

NO

Subscription renewal with new product version

YES

NO

Upgrade creates a new subscription (disables the existing one)

YES

NO

Upgrade prolongs the subscription from the upgrade purchase date

YES

NO

The upgrade does not affect the original subscription duration

YES

NO

What's next

The What's next area is designed to provide an overview of upcoming automatic actions that the Avangate system will perform for the subscriptions under a Customer account. It's designed to offer:

  • Next billing dates and amounts for subscriptions;
  • Next renewal notification dates.

Customer insight

This area reveals the date when the customer account was created.

Total customer value represents the total amount paid by a specific customer (converted to your default payout currency) for all subscriptions purchased for you as long as the orders that served to acquire them (including refunds) were finalized. Only revenue from Finalized orders is taken into consideration.

Orders with the same email address generate independent customers, unless you specify the customer in the buy link.

Orders that do not generate subscriptions are not included in any customer value.

All time discount represents the total value of discounts offered to a specific customer. Again, only revenue from Finalized orders is taken into consideration.

The Customer insight area al so provides details on all the subscriptions purchased by a customer along with information on their evolution in terms of renewals and upgrades. Note: The Upgrades section is displayed only if at least one of the products to which the subscriptions listed under a customers are associated has an upgrade configured.

Currency

The currency featured in the Customer insight area is the same as the default settlement currency for your account. In scenarios in which a customer purchased products from you in another supported currency, its value is converted into the default settlement currency.

Network Cross-selling

The Customer ID used in the buy link is limited to the customers of the vendor which owns the shopping cart. Subscriptions from third-party Avangate vendors will not be associated with the same customer ID as the one of the main vendor.

Similarly, if your products are sold through network cross-selling by third party Avangate vendors, Customer IDs will be generated automatically by the system and will not be the same as the one set by the main vendor.

FAQ

What happens to subscriptions generated by the Avangate system before the new Customer Account functionality was available?

Individual Customer Accounts, each with its own unique numerical ID, will be created automatically for all subscriptions generated by the Avangate system. This is also valid for subscriptions imported in the Avangate system prior to the moment when this functionality went live.

Can the Avangate Customer ID be changed/deleted?

No. The unique Avangate Customer ID is locked and cannot be deleted or modified in any way.