Corporate subscriptions are for paid transactions which enable you to offer company, site or institutional wide subscription offers. This includes the automatic association for company employees based on IP address, email domain etc. 

    How to set up a corporate product offer

    Corporate Product Offer are set up in the exact same way as regular paid offers, however upon creation the ’Corporate Subscription’ offer type must be selected:

    1. Click New Product Offer. The add new product offer form is displayed
    2. Type a Title for the product offer
    3. Select the Brand it is associated with
    4. Choose Corporate Subscription from the Offer Type drop down menu
    5. Click Add. The product offer is added and the edit product offer page is displayed

    Example of the Add New Product Offer Form

    Full instructions on how to create a product offer available here. Alternatively you can refer to the below articles:

    How to set up a corporate variant

    Corporate variants are set up in the exact same way as regular variants (for full instructions click here), the only difference is that a corporate variant will allow you to sell multiple subscriptions to your products, whereas regular variants are meant for single subscriptions only (although multiple single subscriptions can be purchased via the fron end by enabling the ’Multivariant on the Front End’ feature within the product offer).

    This means that you will have to specify not only the Period Limit (the lenght of your subscription), but also the maximum quantity of copies/online licenses included in your offer.

    For isuse based producs, such as print and digital ones, you can decide a maximum number of copies, whereas for online products you have several ways of managing the product fulfilment, which might suit different needs.

    User limit

    You can decide to have a fixed number of online licenses (users will each need to be namely associated to your order), or to give unlimited licenses with your offer (can be subject to auto-association rules or it can allow you to add unlimited users from the back end).
    You are also able to set a maximum amount of concurrent users, who will be able to share their credentials to access your products at the same time (this setting is only relevant when using the IP auto-association).

    Entitlement_UserLimit

    Auto-association

    The auto-association feature provides more options to manage your online products, particularly useful for large corporate suscriptions or institutional offers.

    You have four auto-association options:

    Auto-association

    1. Single IP: by selecting ‘single IP’ and adding an IP address, you will grant access to anyone using it;
    2. IP range: by selecting ’IP range’ and adding a range of IP addresses you will alllow access to anyone using an IP within the range;

      Note:  To enable IP access restrictions, this option must be selected in the Qualification Settings page of an online product and the IP set/s need to be added to a corporate order.

    3. Email domain: by selecting ’Email Domain’ and adding one or more email domains (with or without the @ symbol), you will automatically allow access to your online products to all users sharing the email domain(s) (subject to your User Limit settings)
    4. Voucher Code: Not yet enabled.

    You have the possibility to allow access to users who have not yet registered on your website by ticking ‘Anonymous Access’.

    Note: email domains and IP addresses can also be added to the order after it is placed, from the summary page.
    By doing so you would automatically switch on the auto-association rule, even though this was not done when the variant was created.

    If the user is logged in before the domain order is created/added, they will not be added to the subscription and will be unable to access paid content. The subscriber will have log out and log back in before they are assigned to the corporate subscription.

    Email domain

    IP sets

    Page limit count & session limit

    You can limit the access to you your online product by setting a maximum number of pages that users are allowed to read in a given period of time.
    Alternatively, Session Limit allows you to limit the number of simultaneous sessions per user.

    How to create a corporate order

    A corporate order must be placed from a company URN type. The corporate order type must be selected at the beginning of the order processing flow.

    It is possible to overwrite the entitlement settings previously applied to the variant whilst placing the order, from the ’Entitlements and quantity’ page of the order flow (page 3).

    Further steps of the order processing flow are identical to regular orders, however the crucial dfference between corporate order types and the other ones is that recipients are added after the order is placed (however for renewal orders the old recipients will be carried across).

    Note: if recipients are not associated to the order this will remain a live order but fulfilment of the purchased products will not begin.

    Adding recipients to a corporate order

    Back End: In order to be added to a corporate order, a recipient must exist within the database and be associated to the billing company.
    In order to associate a party ID to the exact company URN you must use the addresses, companies and contacts tab and click on ’Assign company’.

    There are wo ways to add a recipient to a corporate order:

    1) From the Orders tab of the recipient’s Party ID:

    Add to corporate

    By clicking on ‘Add to corproate order’ you will be able to assign one or more products from your corporate offer to the party.

    2) From the Address tab of the recipient’s Party ID:

    add to corporate 2way

    Note: where more than one company address is displayed you must choose the correct one (which is billing address for the corporate order), otherwise the available orders will not be listed for you to assign your products.

    Front End:

    When a user purchases a corporate order via the frontend, it is possible for you to offer them the opportunity to add recipients at the same time.

    This is done by adding a form to the corporate variant, with a section that is set to allow multiple entries (you will need to include at least first name, surname, and email address and set ‘Create new parties’ to Yes).

    Note:

    • Recipients will be added to online, digital and event products NOT print
    • The billing contact (the person who places the order) will be automatically added to print and digital products (not online or event), taking up one allocated recipient space
    • The number of recipients who can be added is restricted by the maximum number defined in any of the products on the variant
    • There will now be a ‘company’ party added to any online products on a corporate order which will be where all fulfilment value is held. This means that revenue from the online portion of the order will be released immediately from the order date (rather than being dependent on the date that there are activated recipients)
    • Company party for revenue allocation will only be created and added for online or event products, print, and digital products are not changed
    • The company party cannot be removed from the order
    • The company party does not take up any of the allocated recipient spaces (the image above shows that there are no recipients added yet for this subscription, even though the company party is listed)
    • ‘Number of allocated recipients’ and ‘Number of activated recipients’ in BI will ignore the new company party. However, it will show via the ’Fulfilment’ folder since the value sits with this party

    Auto association on corporate orders

    Auto-association rules (IP address and email domain) allow users to access your online product upon registration (and subsequently when logging into your website).

    This will automatically associate the recipients to the products in the back end. 

    When the allocation of one of the products is full, recipients who are auto associated will continue to be allocated to the other products in the order up to the point where the maximum number has been reached. 

    Note: On corporate orders with auto-association email domain, users are not added to the order in the backend until they register or log in to the website for the brand of that corporate order. 

    Once a user is associated with an order by auto-association on email domain and has logged in to activate their order, they will always remain a recipient on the order even if they change their email address to one with a non-qualifying domain. Should a party no longer be entitled to a corporate order, they can be removed from either the backend or on the corporate self service module. Please see how to remove someone from a corporate order here.

    On corporate orders with auto-association IP access, users are not added to the order in the backend as access is only granted depending on their location.

    If auto-association is off the recipients will need to be added manually from the back end.

    Corporate subscriptions can be managed through our Corporate Self Service module, which can be purchased separately. This enables companies to manage their corporate subscriptions directly, easily upload a list of users and update it at any time.