Create Gift Plan

Creating a gift plan is a prerequisite to creating gift subscriptions for a customer contact.

1. First enable gift subscriptions. Go to the ‘Administrative Settings’ from the gearbox in the top right corner & click on ‘Preferences’ under Customization.

2. Click on ‘Subscriptions’.

3. Scroll down and enable gift subscriptions. Then scroll down and save your preferences. 

4. Now create a gift plan. Click on ‘Publications’ or ‘Products’ from the navigation bar.

5. Click on the product you want to create a gift plan for.

6. Scroll down to ‘Plan’ and click ‘+ Plan’ to create a new plan.

7. Add plan information. Set ‘Is Gift Plan’ to ‘Yes’ from the dropdown menu. Click ‘Save’.

6. Now, click the ‘+ add charge’ option under the newly created plan to add one-time, recurring and/or usage based charges.

7. Add a name, pricing model and list price. Save the new charge.

8. Your new gift plan is set up. The small gift icon on its side classifies it as a gift plan tied to a gift subscription. Gift subscriptions are purchased by customers for one of their contacts.