Change Renewal Series

The 'Change renewal series' update lets you switch a group of orders from one renewal series to another. Why would you want to? You might want to test a new renewal series against the one you've been using. Or, you might want to set up a series for a special group of subscribers, such as short-term trials or very-long-term subscribers. The update changes only the renewal series of the last order in the subscription. (You've already renewed the other orders.)

To run the update, select 'Renewal series' from the 'Change series' submenu of the 'Updates' menu and fill in the fields on the "Change Renewal Series" filter. (Your entries in this filter tell QuickFill which publication and which series you want to change. They also pinpoint for QuickFill which subscribers you want to change.)

The filter for the 'Change Renewal Series' update is divided into four tabs (General, Subscription, Order, and Customer), but you can see only one tab at a time. Use the Ctrl+RightArrow and Ctrl+LeftArrow keys or your mouse to move from one tab to another. Depending on the criteria you would like to use to move orders from one renewal series to another, you may or may not need to enter information on all four of the "Change Renewal Series" tabs.

The 'General' tab contains fields for specifying the publication associated with the orders you want to change as well as the renewal series involved in the change.

The 'Subscription' tab contains fields for specifying the types of subscriptions to which the orders you want to change belong. For example, you can specify whether or not you want to change single, two-party, and/or group subscriptions.

The 'Order' tab contains fields for specifying order specific information (such as, agencies or services linked to an order or the term of an order) for the orders you want to change.

The 'Customer' tab contains fields for specifying random numbers, country codes, and postal codes for the customers associated with the orders you want to change.