p.p1 {margin: 0.0px 0.0px 2.0px 0.0px; font: 14.0px 'Helvetica Neue'} p.p2 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px 'Helvetica Neue'} p.p3 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px 'Helvetica Neue'; min-height: 14.0px} li.li2 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px 'Helvetica Neue'} span.s1 {font: 10.0px Menlo} span.s2 {color: #dca10d} ol.ol1 {list-style-type: decimal} ul.ul1 {list-style-type: disc}p.p1 {margin: 0.0px 0.0px 0.0px 0.0px; font: 13.0px 'Helvetica Neue'}Table of ContentsAbout upgradesAbout downgradesAbout member offersCreate upgrades, downgrades, member offers1. About upgradesAn upgrade involves changing an existing subscription/installment payment to a larger, more expensive product. For example, you can offer your customers more comprehensive software than the one you have already sold to them. Or you offer your customers the option of switching from standard membership to premium membership.An upgrade takes effect immediately. When you upgrade from an instalment (if the buyer cannot cancel) or one-time payment, the amount from the pre-order will be credited to the next order.Ideally, you would offer your customers the opportunity to upgrade if you want to provide them with increased performance for an existing product.If your customer only adds new options to an existing product and therefore the old subscription should remain, it would be better to use the member offer: For the member offer, the old subscription is not canceled, but rather another one is added to it.Case study no. 1 for an upgrade – for a subscription:You have 3 subscription products:Bronze for 30 € per monthSilver for 60 € per monthGold for 90 € per monthYour customer bought your bronze subscription for just 30 € per month on 1.9. On 20.9., you convinced them to upgrade to the gold product.The old subscription of 30 € is replaced by the new subscription of 90 €. The monthly billing date is on the 20th of the month from now on, not the 1st.The remaining 10 days for the month of September will be counted: In this case, 10 € will be charged. The customer therefore needs to pay 80 € (90 € minus 10 €) in order to upgrade on 20.9. They will pay the full 90 € from the next month onwards.Case study no. 2 for an upgrade – for an installment:Your customer bought a product for 120 € and will pay it in 12 installments of 10 €.After 6 months (they have now paid 60 euros), your customer upgrades to a new product for a total of 240 €.The vendor sets the payment options for an upgrade product. Suppose there is also the option of installments here.Your customer selects a 12-month installment scheme. They have already paid 60 € for the previous product. This 60 € will be credited to the total price. Therefore they only have to pay 180 €.180 € divided into 12 months works out at 15 € per month. They therefore pay 15 € per month.Note:The customer can only upgrade if they have already purchased one of your products. Otherwise, it is a new purchase, not an upgrade.2. About downgradesIn contrast to the upgrade, a downgrade involves changing an existing product/installment to a cheaper product. The downgrade does not take effect immediately. This means that the customer is only downgraded at the next billing date when they will begin paying the lower price.You always use downgrades if you want to “keep” a customer by offering them a lower performance if they do not need the superior and expensive service or no longer want to pay. Downgrades should not be used if the old subscription should be maintained and an option should be added to the existing subscription. In this case, only the member offer is appropriate.Case study for a downgrade – for a subscription:You have 3 subscription products:Bronze for 30 € per monthSilver for 60 € per monthGold for 90 € per monthSuppose your customer bought your silver subscription for 60 € per month on 1.9. and then on 15.9. informs you that they only want a bronze subscription.You send them the so-called “Upgrade link” for the downgrade offer from silver to bronze. Your customer activates the downgrade on 22.09.On the day of the downgrade (22.09), 1 € will be owed by the customer for the transition.The old subscription of 60 € will be replaced by the new subscription of 30 € on the next billing date (here it is 01.10).The monthly billing date is the 1st of the month. On 1.10., the customer will be charged 30 € instead of 60 €.3. About member offersMember offers are separately created product offers that only apply to existing customers.For a customer to be able to use a member offer, they must have already bought another product. You decide which product this is when you set up the member offer.Member offers do not change existing orders. They are like an upgrade, where the original order continues.Case study for a member offer:You sell software with user access. Your software costs 100 € per month, includes user access and every additional user costs 20 € per month. When adding user access, the existing 100€ software subscription should not be canceled. This in then the classic application case for a member offer: You sell further access to an existing customer via the member offer, without interrupting the original subscription.4. Create upgrades, downgrades, member offersBefore you start setting up, make sure that you have already set up the required products in advance.How to get to the area where you can create upgrades, downgrades and member offers:In the vendor view, go to Account > Upgrades.Click on the button Create upgrade.Here you can always only create one upgrade, downgrade or member offer at a time.Step-by-step guide: Set up upgradeFollow the steps described below to fill out the fields shown in the image:1. Specify an internal Name that will help you distinguish between the different entries.2. Move all the products for which this upgrade applies from the first column in the table to the second column entitled Upgrade from.3. For Product to sell, select the new product that will be active after the upgrade. It will replace your customer’s previous product.4. For Replacement product, select a product that will be offered to your customers if they are not eligible for an upgrade but still clicked on your upgrade link. All customers who have not bought any of the products specified under point 2 are not eligible for an upgrade.5. For Active, make sure the upgrade is activated.6. For Protect buyer information, select one of the following options:No – buyer is allowed to change email, name and addressProtect email only – buyer is allowed to change name and addressProtect email and name – buyer is allowed to change addressProtect email, name and address7. Finally, click Save.You will now have access to the upgrade order URL.There are two ways to provide your customers with the upgrade order URL:Shortcode for DigiMember: If you insert this shortcode into your DigiMember WordPress installation, DigiMember automatically converts it into a correct upgrade link for your customer who has just logged in and adds the required order ID to it.Upgrade order URL: Insert your customer’s order ID at the end of this URL, or let your customer insert the order ID themselves. This way, they can upgrade their product to the new product. The order ID must be that of the product that is currently active (not the upgrade product).You can identify your upgrade using the upgrade ID. It is part of the upgrade order URL or the upgrade shortcode.p.p1 {margin: 0.0px 0.0px 2.0px 0.0px; font: 14.0px 'Helvetica Neue'} p.p2 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px 'Helvetica Neue'} p.p3 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px 'Helvetica Neue'; min-height: 14.0px} p.p4 {margin: 0.0px 0.0px 2.0px 0.0px; font: 14.0px 'Helvetica Neue'; min-height: 17.0px} li.li2 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px 'Helvetica Neue'} span.s1 {font: 10.0px Menlo} ol.ol1 {list-style-type: decimal} ul.ul1 {list-style-type: disc}Step-by-step guide: Set up downgrade Follow the steps described below to fill out the fields shown in the image:Specify an internal Name that will help you distinguish between the different entries.Move all the products for which this upgrade applies from the first column in the table to the second column entitled Downgrade from.For Product to sell, select the new product that will be active after the downgrade. It will replace your customer’s previous product.For Replacement product, select a product that will be offered to your customers if they are not eligible for a downgrade but still clicked on your upgrade link. All customers who have not bought any of the products specified under point 2 are not eligible for an upgrade.For Active, make sure the downgrade is activated.For Protect buyer information, select one of the following options:No – buyer is allowed to change email, name and addressProtect email only – buyer is allowed to change name and addressProtect email and name – buyer is allowed to change addressProtect email, name and addressFinally, click Save.You will now have access to the upgrade order URL – in this case, this corresponds to the downgrade order URL. Your customer must click on this order URL to give their approval to the downgrade.There are two ways to provide your customers with the upgrade order URL:Shortcode for DigiMember: If you insert this shortcode into your DigiMember WordPress installation, DigiMember automatically converts it into a correct upgrade link for your customer who has just logged in and adds the required order ID to it.Upgrade order URL: Insert your customer’s order ID at the end of this URL, or let your customer insert the order ID themselves. This way, they can upgrade their product to the new product. The order ID must be that of the product that is currently active (not the upgrade product).You can identify your downgrade using the upgrade ID. It is part of the upgrade order URL or the upgrade shortcode.p.p1 {margin: 0.0px 0.0px 2.0px 0.0px; font: 14.0px 'Helvetica Neue'} p.p2 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px 'Helvetica Neue'} p.p3 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px 'Helvetica Neue'; min-height: 14.0px} li.li2 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px 'Helvetica Neue'} span.s1 {font: 10.0px Menlo} ol.ol1 {list-style-type: decimal} ul.ul1 {list-style-type: disc}Step-by-step guide: Create member offerFollow the steps described below to fill out the fields shown in the image:Specify an internal Name that will help you distinguish between the different entries.Move all the products for which this upgrade applies from the first column in the table to the second column entitled Member offer for.For Product to sell, select the new product that will be offered to your customers as a member offer and will also be purchased alongside the previous product. This purchase will not replace the previous product.For Replacement product, select a product that will be offered to your customers if they are not eligible for a member offer but still clicked on your upgrade link. All customers who have not bought any of the products specified under point 2 are not eligible for an upgrade.For Active, make sure the upgrade is activated.For Protect buyer information, select one of the following options:No – buyer is allowed to change email, name and addressProtect email only – buyer is allowed to change name and addressProtect email and name – buyer is allowed to change addressProtect email, name and addressFinally, click Save.You will now have access to the upgrade order URL – in this case, this corresponds to the member offer order URL. Your customer must click on this order URL to be able to supplement their previous product with the purchase of the new product.There are two ways to provide your customers with the upgrade order URL:Shortcode for DigiMember: If you insert this shortcode into your DigiMember WordPress installation, DigiMember automatically converts it into a correct upgrade link for your customer who has just logged in and adds the required order ID to it.Upgrade order URL: Insert your customer’s order ID at the end of this URL, or let your customer insert the order ID themselves. This way, they can upgrade their product to the new product. The order ID must be that of the product that is currently active (not the upgrade product).You can identify your downgrade using the upgrade ID. It is part of the upgrade order URL or the upgrade shortcode.