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Create a Publication & Publication Subscription

Create a Publication & Publication Subscription

For more details on the Publications entity including field descriptions, click here.

For more details on the Publications Subscriptions entity including field descriptions, click here.

Create A Publication

  1. Open Advanced find and Look for Publications (no filter criteria)
  2. Click Results
  3. In the top left corner click New Publication. 
  4. Fill in the required fields.
  5. Use the Fees toolbar on the Publications record to set any fees for the publication.
  6. Save & Close.

The publication is now available and when you go to other contact records you can subscribe. 

Create A Publication Subscription

  1. Open a contact and use the menu tiles from the Contact record to navigate to Publication Subscriptions
  2. In the ribbon, click +New.
  3. Fill out required and desired fields and click Save. This will generate an order for the publication subscription.

 

Purchase a Subscription on the Portal

  1. Users will navigate to Subscriptions on the portal and select.
  2. If there is no fee then a 0.00 order will be created and fulfilled. 
  3. If there is a fee the user will be prompted to pay for the order and once fulfilled the subscription becomes current. 

 

When A Publication Subscription is Purchased

  1. The status of order for the publication subscription is updated to Fulfilled: Complete.
  2. On the publication begin date, the publication subscription is activated.
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