Migrate Existing Customers
Move Existing Customer to Cleverbridge and Automate Subscription Renewal Process
To automate your subscription renewal process, move your existing subscriptions to the Cleverbridge platform using the following flow:
Step 1: Create a purchase link
Create a link and add the following parameters for mapping and customer experience purposes:
| Parameter | Description |
|---|---|
internalcustomer | assign your unique customer identifier (UUID) to the parameter so that you can map the individual within your system |
dp | add a unique renewal date for the customer using the dynamic product parameter |
languageid | assign the language code to the parameter. This corresponds to the customer's preferred language (ISO 639-1) |
currencyid | assign the currency code to the parameter. This corresponds to the customer's preferred currency (ISO 4217) |
You should also add the customer's existing billing profile to make the renewal as seamless as possible.
https://www.cleverbridge.com/864/purl-checkout
?internalcustomer=UUID-YOUR-UNIQUE-ID-1234-5678
&dp_97771=__RENEWALDATE:20201015__CHECKSUM:71B696A71870AF93636EDD23E88B7789
¤cy=EUR
&language=de
&billingCity=Bonn
&billingCompany=Acme%20Inc.
&billingCountryId=DE
&billingEmail=han.solo%40cleverbridge.com
&billingFirstname=Han
&billingLastname=Solo
&billingPostalcode=53123
&billingStreet1=123%20Falcon%20Way
&deliveryCity=Bonn
&deliveryCompany=Acme%20Inc.
&deliveryEmail=han.solo%40cleverbridge.com
&deliveryFirstname=Han
&deliveryLastname=Solo
&deliveryPostalcode=53123
&deliveryStreet1=123%20Kessel%20Run%20Way
Step 2: Protect the purchase link
Call the Generate User Session URL API endpoint to protect the parameters in the TargetURL.
curl --request POST \
--url 'https://rest.cleverbridge.com/urlgenerator/generateusersessionurl' \
--header 'accept: application/json' \
--header 'content-type: application/json' \
--header 'authorization: Basic xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx' \
--data '{
"TargetUrl": "https%3A%2F%2Fwww.cleverbridge.com%2F864%2Fpurl-checkout%3Finternalcustomer%3DUUID-YOUR-UNIQUE-ID-1234-5678%0A%09%09%09%09%09%26amp%3Bdp_97771%3D__RENEWALDATE%3A20201015__CHECKSUM%3A71B696A71870AF93636EDD23E88B7789%0A%09%09%09%09%09%26amp%3Bcurrency%3DEUR%0A%09%09%09%09%09%26amp%3BLanguage%3Dde%0A%09%09%09%09%09%26amp%3BbillingCity%3DBonn%0A%09%09%09%09%09%26amp%3BbillingCompany%3DAcme%2520Inc.%0A%09%09%09%09%09%26amp%3BbillingCountryId%3DDE%0A%09%09%09%09%09%26amp%3BbillingEmail%3Dhan.solo%2540cleverbridge.com%0A%09%09%09%09%09%26amp%3BbillingFirstname%3DHan%0A%09%09%09%09%09%26amp%3BbillingLastname%3DSolo%0A%09%09%09%09%09%26amp%3BbillingPostalcode%3D53123%0A%09%09%09%09%09%26amp%3BbillingStreet1%3D123%2520Falcon%2520Way%0A%09%09%09%09%09%26amp%3BdeliveryCity%3DBonn%0A%09%09%09%09%09%26amp%3BdeliveryCompany%3DAcme%2520Inc.%0A%09%09%09%09%09%26amp%3BdeliveryEmail%3Dhan.solo%2540cleverbridge.com%0A%09%09%09%09%09%26amp%3BdeliveryFirstname%3DHan%0A%09%09%09%09%09%26amp%3BdeliveryLastname%3DSolo%0A%09%09%09%09%09%26amp%3BdeliveryPostalcode%3D53123%0A%09%09%09%09%09%26amp%3BdeliveryStreet1%3D123%2520Kessel%2520Run%2520Way%0A%09%09%09%09%09%26amp%3BcopyBillingToLicenseeOut%3Dfalse%0A%09%09%09%09%09%26amp%3Bshowrcl%3Dfals"
}'
Step 3: Forward the customer to checkout process with protected link
In the checkout process, the customer is instructed on how to complete the transaction and submit their payment information. If the payment is successful, the customer receives a payment confirmation, as well as delivery details. If a key generator is configured for your account, a license key is generated in this process, and the license key is displayed in the delivery details.
Step 4: Cleverbridge sends you a PaidOrderNotification
For more information, see Step 4: Cleverbridge sends you a PaidOrderNotification Engage Phase > Sign Up for a Free Trial (Anonymous Customer).
Note
This integration guide demonstrates how to accomplish a variety of subscription-related use cases using our REST APIs. To learn how to implement particular use cases using our GraphQL API, see GraphQL Use Cases.
Updated 10 months ago