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Adding and managing subscriptions in Sell



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Nova Dawn

Zendesk Documentation Team

Edited Jun 21, 2024


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16 comments

Hi there,

it could be helpful to have subscriptions showing in the sell app in support. right now it's not a choice in the layout. 

together with the deals this may complete the picture of ongoing business for support agents.

is this foreseen? when?

thanks

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Hey, It would be helpful if you can suggest :
-> How can I access Subscription field and Current MRR which you mentioned in your article above from Zendesk Sell in my Zendesk explore to create reports 
-> How can I access these fields which you mentioned in your article above into my Zendesk explore for reports :

  • Current MRR
  • Upcoming MRR
  • Subscription end date
    It would be great if this has a solution.

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Agnieszka Czajka

Zendesk Product Manager

Thank you for your feedback Diana! 

We are indeed planing to connect Subscriptions to deals as a next step for these feature. We are working on it at the moment, so keep an eye out for updates. 

In regards to showing subscriptions in the sell app in support - that is also something that we have in mind for the future, but it will not be a part of the next release. Thanks for pointing out that these is something you consider important - it will help us decide priorities for what are next steps for Subscriptions.

 

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Can we also define the billing cycle whether it's quarterly subscription, monthly, annual?

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Agnieszka Czajka

Zendesk Product Manager

Hi Vamisi 

Unfortunately not at the moment - the feature is still in MVP stage at the moment. But that is something that we have on our roadmap for the future. 

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will also process transactions? Is there a way of doing this?

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Dainne Kiara Lucena-Laxamana

Zendesk Customer Care

Hi Admin

 

Natively not at the moment. Sell is mostly for tracking purposes.

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Hi team,

I edited information of Subscription but the tag was not working.

is there any option should be set before?

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I just have to make sure I understand ... One of the main selling points for Sell is the integration with your main product, Support, but if you're selling subscriptions, then you can't show in Support if a customer has an active subscription? That doesn't make sense - am I missing something?

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Are there plans to include subscription properties in triggers/automatons?

For example:

-ability to automate tasks based on upcoming subscription renewals
-trigger subscription creation based on deal closure (or end subscription based on deal lost)
-Trigger email sequences to fire based on the amount of elapsed time from when the subscription has started?

etc.

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Hello, is there any updated on when subscriptions will be part of deals?

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Brett Bowser

Zendesk Community Manager

Hey Jason,
 
This is something our product team is still working on but we don't have any additional information to share at this time. We'll be sure to share more information here when it's available.
 
Cheers!

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Can you add support for multiple subscriptions on one account?  Sometimes we contract for multiple products that have different term start and end dates.  

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Cheeny Aban

Zendesk Customer Care

Hi Keith, 

As of the moment, you can only have one subscription on your account per product. Nonetheless, we suggest that you initiate a conversation with our sales team so they can assist you in modifying your current plan. I hope that helps!

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Is there any way to configure or edit the subscription form/section? I would like to include a number field for the amount of subscribers/seats to better understand adoption.

Currently I've just created a custom field on the Contact: Organisation but would love if this was something we could configure.

Thanks in advance!

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Dane

Zendesk Engineering

Hi Maree,

Unfortunately, Subscriptions does not have custom fields like Leads and Contacts.

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