Subscriber Preferences and Promotions

17 Subscriber Preferences and Promotions

Use Profiles to view and update subscriber preferences and promotions for an account and for the services associated with the account. The Profiles page includes the Subscriber Preferences and Promotions tabs. The left pane lists Account and Services so that you can select the level at which to view or update profile information.

To work with profiles, see the following topics:

Viewing Profiles

To access the Profiles page:

Navigate to the account page. For information about searching for an account and viewing the account page, see "Finding an Account".
From the Actions menu, select Profiles, and then select Subscriber Preferences or Promotions.

The Profiles page appears with the selected tab open. The left pane lists account and the services associated with the account.

Tip:

If more than 20 services are associated with the account, you can filter the list of services. To do so, click the Filter icon (

). See "Filter Services Dialog Box" for details.

Filter Services Dialog Box

Use the Filter Services dialog box to narrow the list of services displayed in the Subscriber Preferences dialog box.

Field	Description
Bill Unit	Select the name of the bill unit to display.
Service ID	Enter a service ID to display.
by Service Type	Select a service type from the list of services in the account.
Clear Filter	Click Clear Filter to remove all criteria you entered into the dialog box.
Update	Click Update to view all services that meet your filter criteria.

Viewing and Adding Subscriber Preferences

Subscriber preferences show how and when a customer wants to receive your company's messages. By default, Billing Care asks for your customer's preferred language, channel, notification interval and some more details, but your company may have added custom fields for collecting additional information.

If preferences have not been set, Billing Care displays the message Subscriber preferences haven't been set yet.

To view, add, or modify an account's subscriber preferences:

Access the subscriber preferences for the account you would like to see. See "Viewing Profiles".
From the left pane, select the level of preferences you want to see:
- To view account preferences, click Account.
- To view the preferences for a service, click the service's name.
The preferences for the account or service appear.
To add or change any preferences, click Edit.
Enter values in the available fields, such as Language and Channel, as applicable.
Click Save.

Viewing Promotions for an Account and its Associated Services

Promotions can grant discounts, special rates, or free resources to customers. Billing Care displays promotion profile cards for the account and for services associated with the account. The promotion cards include active, future-dated, and expired promotion records when those records exist.

To view promotions for an account:

Access the promotions for the account you would like to see. See "Viewing Profiles".
From the left pane, select the level of promotion you want to see:
- To view account promotions, click Account.
- To view the promotions for a service, click the service's name.
The promotion cards for the account or service appear.
To view promotion details, click View on the promotion card.

Promotion details page appears. It shows the values configured for the promotion profile, including the name, value, and validity dates when available.
To return to the promotion cards, click the back arrow icon ().

Creating a Promotion

Create an account-level promotion when the promotion applies to the account instead of a specific service. Create a service-level promotion when the promotion applies to a specific service owned by the account.

To create an account-level or service-level promotion:

Access the promotions for the account you would like to see. See "Viewing Profiles".
In the left pane, select where to create the promotion:
1. To create an account-level promotion, click Account.
2. To create a service-level promotion, click the service name under Services.
Click New.
From the Name list, select the promotion profile type or enter a new name.
If the Rating Label field appears, enter the rating label for the promotion profile.
Click Add.

In the new row, provide values for the fields in Table 17-1.

Table 17-1 Account-Level Promotion Fields

Field	Description
Name	Enter the promotion field name required by the selected promotion profile type.
Value	Enter the promotion value. The expected valid values depend on the selected promotion profile type.
Valid From	Enter a date or click the calendar icon () to select the date when the promotion value becomes valid.
Valid To	Enter a date or click the calendar icon () to select the date when the promotion value is no longer valid.

Click the check mark icon () to add the row.
To add another row, click Add and repeat the previous steps.
Click Save.

Editing a Promotion

To edit an account or service-level promotion:

Access the promotions for the account you would like to see. See "Viewing Profiles".
On the promotion card, click the edit icon ().

The promotion opens in edit mode.
To change the promotion profile, select another type from the Name list or enter a name of your choice.
If the Rating Label field appears, modify the rating label as required.
(Optional) To add a row, click Add, provide values for the fields in Table 17-1, and click the check mark icon.
(Optional) To modify an existing row, click the edit icon () for that row.
Modify the values as required.
Click the check mark icon () to apply the row update.
Click Save.

Deleting a Promotion

To delete an account or service-level promotion:

Access the promotions for the account you would like to see. See "Viewing Profiles".
From the left pane, click Account or click the service name under Services.
On the promotion card, click the delete icon ().
In the Delete Promotion dialog box, click Delete.