Frequency Editing

Allow customers to modify their subscription frequency after purchase. This feature gives customers flexibility to change how often they receive their orders based on their evolving needs.

Overview

The Editable Frequency feature enables customers to switch between predefined frequency options for their recurring subscriptions. Customers can only edit frequency when their order offer is in the last cycle number of the subscription.

Setup Instructions

1. Navigate to Offers and select your recurring offer
2. Click on Settings in the left sidebar
3. Check the Editable Frequency checkbox
4. Under Select Frequencies, choose which options customers can switch between:
   • Select multiple timeframe frequencies to allow (leave empty for all)
   • Customers will only see the frequencies you've enabled
   • The current frequency will be highlighted as the default
5. Click Save to apply the settings

Usage

When editable frequency is enabled, it's available in two ways:

User Interface

Frequency editing is available in the user interface during the last cycle of the subscription.

API Integration

Use the Update Order Offer Frequency endpoint to programmatically change frequencies:

PUT https://api.vrio.app/order_offers/{order_offer_id}/frequency

Technical Implementation

The frequency change process:

1. Validation: Checks if the new frequency is different from current frequency
2. Order Offer Update: Updates the charge_timeframe_id on the order offer record
3. Transaction Rescheduling: Finds the next scheduled (incomplete) transaction and recalculates its date_scheduled based on the new frequency
4. Shipment Updates: Updates any shipments linked to the rescheduled transaction with the new date_scheduled
5. Date Calculation: Uses the last completed transaction date as the starting point to calculate the new schedule date, respecting trigger hours and day-of-month preferences

The system does NOT cancel any transactions or shipments - it reschedules them based on the new frequency.

Key Requirements

• Offer Type: Must be a recurring offer
• Timing Restriction: Only available when order offer is in the last cycle number of the subscription
• Frequency Options: At least one alternative frequency must be selected

Benefits

• Customer Retention: Allows customers to adjust frequency instead of canceling
• Flexibility: Accommodates changing customer needs and usage patterns
• Self-Service: Reduces customer service inquiries about frequency changes
• Revenue Optimization: Prevents cancellations due to frequency mismatches