How do you create a Plan?

Creating a Plan

From your main plan page, click New Plan. To create a new plan you'll need to define the following parameters:

 

PLAN NAME

This name describes your plan and will appear on the Hosted Payment Page and the subscriber's invoice. (255 character limit.) Please note that your payment gateway may also place limitations on your subscription name, so it may be best to avoid special characters without checking with your gateway provider.

 

PLAN CODE

This is the plan's unique Recurly identifier and is used in Hosted Payment Page URLs and to fetch plans via the API. (Alphanumeric characters only. 50 character limit.)

 

PLAN DESCRIPTION

A description of the plan that will appear on the subscriber's email invoice, if configured in email templates (not displayed by default).

 

ACCOUNTING CODE

A value to help identify plans in internal invoice exports. (Lowercase alphanumeric characters only. 50 character limit.)

 

EDITABLE QUANTITY?

Whether or not subscribers can choose their own quantity.

 

BILLING CYCLES

Automatically terminate subscriptions after a defined number of billing cycles.

 

CHARGE

Base dollar amount charged to a plan's subscribers.

 

BILLING PERIOD

The frequency with which a subscriber is billed.

 

ONE TIME SETUP

A one-time charge processed at the time of sign-up.

 

FREE TRIAL

Time the subscriber is allotted on the plan for free. Definable in days or months. The paid subscription will begin at the end of the trial period.

 

ADD-ONS

Optional products that can be rolled into a recurring subscription's invoice.

 

RETURN URL AFTER SUCCESS

After Recurly has been able to successfully subscribe your customer via the Hosted Page, you can redirect the customer to a specific URL. Use {{account_code}} and {{plan_code}} to pass in the subscriber's information. E.g.http://example.com/signup/success?account={{account_code}}&plan={{plan_code}}

 

RETURN URL AFTER CANCEL

This setting only affects version 1 of our Hosted Payment Page. If a customer cancels a subscription via the Hosted Page, Recurly can redirect the customer to a specific URL. Use {{account_code}} and {{plan_code}} to pass in the subscriber's information. E.g.http://example.com/signup/cancel?account={{account_code}}&plan={{plan_code}}

 

BYPASS RECURLY CONFIRMATION

If you use the Hosted Payment Pages, you can bypass Recurly's confirmation page and instead use a custom return URL. When selected, the customer will be sent directly to your Return URL after Success upon success and Recurly's hosted confirmation page.