From acddb0905a7f843288c04bdfdff756e38f9ffdb1 Mon Sep 17 00:00:00 2001 From: jimmyedagawa78 <30567984+jimmyedagawa78@users.noreply.github.com> Date: Wed, 19 Jul 2023 18:27:12 +0530 Subject: [PATCH 1/4] add documentation for exporting and viewing subscription notes --- .../collect-subscriber-contact-information.md | 36 +++++++++++++++++++ .../docs/Tasks/export-subscription-notes.md | 22 ++++++++++++ .../Tasks/pause-a-subscribers-subscription.md | 6 ++-- 3 files changed, 61 insertions(+), 3 deletions(-) create mode 100644 docs/content/en/docs/Tasks/collect-subscriber-contact-information.md create mode 100644 docs/content/en/docs/Tasks/export-subscription-notes.md diff --git a/docs/content/en/docs/Tasks/collect-subscriber-contact-information.md b/docs/content/en/docs/Tasks/collect-subscriber-contact-information.md new file mode 100644 index 00000000..b9e9e8cc --- /dev/null +++ b/docs/content/en/docs/Tasks/collect-subscriber-contact-information.md @@ -0,0 +1,36 @@ +title: "Collect Subscriber Contact Information" +date: 2023-07-19 +weight: 5 +description: > + Need to get in touch with a Customer? Learn how to find your customer's contact information in your dashboard. +--- + +### Steps to Contact Your Subscriber + +Step 1: Log into your Subscription Dashboard on Subscribie. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/61bd7434-b0b2-45ff-8034-1e7e134a6651) + +Step 2: Navigate to *My Subscribers* and select *View Subscribers.* + +![image](https://github.com/Subscribie/subscribie/assets/30567984/25c81cb2-75e1-4c36-b13f-5284eb120305) + +Step 3: Here, you'll find a comprehensive list of all your subscribers. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/cdb258f5-4515-4c75-bb8c-73f7736a57bd) + +Step 4: To find a specific customer, you can: +* Filter by *Active Subscribers* for a focused view. +* Enter their name in the search bar to locate them quickly. + +> If your subscriber's name is not on the list, click Refresh Subscriptions (Learn More) + +![image](https://github.com/Subscribie/subscribie/assets/30567984/47957be0-5242-4a2a-9c2d-de54311f64ba) + +Step 5: Once you've found the customer you want to contact, simply copy their contact information and reach out to them using your preferred communication channel. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/b9dfd5b6-1ffb-4954-bc4a-68ec75a3ca6c) + +### Video Tutorial for Collecting Subscriber Contact Information + +[![Watch the tutorial](https://github.com/Subscribie/subscribie/assets/30567984/5772d5ec-0584-45a7-8e83-b6a362f07762)](https://www.youtube.com/watch?v=J3ww2R3C0Rg) \ No newline at end of file diff --git a/docs/content/en/docs/Tasks/export-subscription-notes.md b/docs/content/en/docs/Tasks/export-subscription-notes.md new file mode 100644 index 00000000..06b15289 --- /dev/null +++ b/docs/content/en/docs/Tasks/export-subscription-notes.md @@ -0,0 +1,22 @@ +title: "Export Subscription Notes" +date: 2023-07-19 +weight: 5 +description: > + Do you need a way to export subscription notes provided by subscribers? Learn how to export subscription notes. +--- + +Subscription are custom notes provided by customers, you can learn [how to enable subscription notes here](https://docs.subscribie.co.uk/docs/tasks/collect-notes-from-customers). These notes are filled out when a subsciber signs up to your subscription. + +### Steps to Export Subscription Notes + +Step 1: Log into your shop dashboard. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/6b6292a5-3445-498b-9379-e2f148f46162) + +Step 2: In your dashboard, go to *Export Transactions* under the *All Transactions / Manage Refunds* heading. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/d65a7ea5-7008-4138-8c7e-7ee5b4b172e6) + +Step 3: Here, you can view your Subscribers' Notes in the final column with other information like Donation Comments, Plan title, Amount, Name, Email and other information. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/8a59b0b8-d050-45cd-915e-57ed451519cb) \ No newline at end of file diff --git a/docs/content/en/docs/Tasks/pause-a-subscribers-subscription.md b/docs/content/en/docs/Tasks/pause-a-subscribers-subscription.md index 156e880e..fed45db2 100644 --- a/docs/content/en/docs/Tasks/pause-a-subscribers-subscription.md +++ b/docs/content/en/docs/Tasks/pause-a-subscribers-subscription.md @@ -10,15 +10,15 @@ Learn to pause a customers subscription, this is useful if you only want to temp ## Steps to Pause a Subscriber's Subscription -Step 1:* Log into your Shop Dashboard. +Step 1: Log into your Shop Dashboard. ![](https://subscribie.co.uk/blog/content/images/size/w1000/2022/11/image-64.png) -Step 2:* Click on *"Subscribers with Active Subscriptions"* in the *"Stats"* section at the top of the dashboard. +Step 2: Click on *"Subscribers with Active Subscriptions"* in the *"Stats"* section at the top of the dashboard. ![](https://subscribie.co.uk/blog/content/images/size/w1000/2022/11/image-84.png) -Step 3:* Here, Navigate to the customer you would like to pause and select *"Pause".* +Step 3: Here, Navigate to the customer you would like to pause and select *"Pause".* >To Unpause the Customer's Subscription, select *"Resume".* From 226b8f2e1397dde2eabaa889188255e1a54c3f0e Mon Sep 17 00:00:00 2001 From: jimmyedagawa78 <30567984+jimmyedagawa78@users.noreply.github.com> Date: Thu, 20 Jul 2023 13:47:02 +0530 Subject: [PATCH 2/4] adding documentation for customised subscription notes --- .../collect-subscriber-contact-information.md | 1 + .../docs/Tasks/export-subscription-notes.md | 1 + .../Tasks/view-custom-subscription-notes.md | 35 +++++++++++++++++++ 3 files changed, 37 insertions(+) create mode 100644 docs/content/en/docs/Tasks/view-custom-subscription-notes.md diff --git a/docs/content/en/docs/Tasks/collect-subscriber-contact-information.md b/docs/content/en/docs/Tasks/collect-subscriber-contact-information.md index b9e9e8cc..a9a33676 100644 --- a/docs/content/en/docs/Tasks/collect-subscriber-contact-information.md +++ b/docs/content/en/docs/Tasks/collect-subscriber-contact-information.md @@ -1,3 +1,4 @@ +--- title: "Collect Subscriber Contact Information" date: 2023-07-19 weight: 5 diff --git a/docs/content/en/docs/Tasks/export-subscription-notes.md b/docs/content/en/docs/Tasks/export-subscription-notes.md index 06b15289..23f2dbd6 100644 --- a/docs/content/en/docs/Tasks/export-subscription-notes.md +++ b/docs/content/en/docs/Tasks/export-subscription-notes.md @@ -1,3 +1,4 @@ +--- title: "Export Subscription Notes" date: 2023-07-19 weight: 5 diff --git a/docs/content/en/docs/Tasks/view-custom-subscription-notes.md b/docs/content/en/docs/Tasks/view-custom-subscription-notes.md new file mode 100644 index 00000000..ba27aac2 --- /dev/null +++ b/docs/content/en/docs/Tasks/view-custom-subscription-notes.md @@ -0,0 +1,35 @@ +--- +title: "View Custom Subscription Notes" +date: 2023-07-20 +weight: 5 +description: > + Need to view and manage subscription notes from customers? Learn how to view custom notes to tailor your subscription. +--- + +You can use custom subscription notes to collect additional information from customers to tailor your subscription for them or collect important details needed for your membership. Here are the steps to view custom notes. + +### Steps to View Custom Notes from Subscribers + +Step 1: In your dashboard, go to *View Subscribers* under the *My Subscribers* heading. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/de0e2ef5-6549-4692-9251-29ee4ff87144) + +Step 2: Here you can find a list of all your customers with their custom order notes and other subscription details. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/2ceb43db-2865-41b4-a15d-1792c706723f) + +Step 3: If you want to find a specific subscriber with their custom note, you can: +* Filter by *Active Subscribers* for a focused view. +* Enter their name in the search bar to locate them quickly. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/741f8916-4989-4e4c-9a08-3ddd27ee12a8) + +### Alternatively, to view a consolidated list of all your custom order notes: + +Step 1: In your dashboard, go to *View Notes* under *Order Notes*. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/adfa9ea4-6912-4779-a892-000fb6c331b5) + +Step 2: Here you can view a consolidated list of all your order notes with the corresponding customer name and when the order notes were made. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/83d785da-c3a8-4940-b602-b0bedc7192ce) \ No newline at end of file From b8d03e5cd39fafd82f04395e92414a93973083ad Mon Sep 17 00:00:00 2001 From: jimmyedagawa78 <30567984+jimmyedagawa78@users.noreply.github.com> Date: Fri, 11 Aug 2023 17:45:16 +0530 Subject: [PATCH 3/4] adding additional tutorial tasks to docs --- .../en/docs/Tasks/add-live-chat-to-shop.md | 28 +++++++++++++++ .../en/docs/Tasks/add-shop-to-your-website.md | 32 +++++++++++++++++ .../en/docs/Tasks/change-shop-header-text.md | 31 ++++++++++++++++ .../en/docs/Tasks/export-custom-notes.md | 20 +++++++++++ .../en/docs/Tasks/view-custom-notes.md | 35 +++++++++++++++++++ 5 files changed, 146 insertions(+) create mode 100644 docs/content/en/docs/Tasks/add-live-chat-to-shop.md create mode 100644 docs/content/en/docs/Tasks/add-shop-to-your-website.md create mode 100644 docs/content/en/docs/Tasks/change-shop-header-text.md create mode 100644 docs/content/en/docs/Tasks/export-custom-notes.md create mode 100644 docs/content/en/docs/Tasks/view-custom-notes.md diff --git a/docs/content/en/docs/Tasks/add-live-chat-to-shop.md b/docs/content/en/docs/Tasks/add-live-chat-to-shop.md new file mode 100644 index 00000000..9e24bad9 --- /dev/null +++ b/docs/content/en/docs/Tasks/add-live-chat-to-shop.md @@ -0,0 +1,28 @@ +--- +title: "Add a Live Chat to Shop" +date: 2023-07-21 +weight: 5 +description: > + Need a way to talk with your customers? Leran how to Add a Live Chat to Shop +--- + +### Steps to Add a Live Chat to Your Subscription + +Step 1: In your dashboard, open the *Integrations (Online Chat, Analytics & inject custom code)* and select *Connect to Tawk.* + +![image](https://github.com/Subscribie/subscribie/assets/30567984/2863d25e-1f09-4f0e-bec8-3e7f751f3f1f) + +Step 2: Create a Tawk account and copy the end of the URL in the address bar + +In our example, the part to be copied is *642bc7d94247f20fefe9b017* from the URL - https://dashboard.tawk.to/?lang=en#/dashboard/642bc7d94247f20fefe9b017 + +> This is the string of letters and numbers after the final "/" in the address bar. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/bfa94df0-25c1-452d-9577-9e5aea39872a) + +Step 3: Now come back to Subscribie and paste the portion of the URL that you copied into the *"Property ID:"* text box and click *Connect Tawk Chat* + +![image](https://github.com/Subscribie/subscribie/assets/30567984/3ed09989-342c-401b-b3ff-f119d543639a) + +### Watch the Tutorial to Add a Live Chat to Shop +[![Watch the video](https://github.com/Subscribie/subscribie/assets/30567984/62aad62a-798f-4b9c-a729-35e9bbc8a5ff)](https://youtu.be/scp5Pk2HgMU) \ No newline at end of file diff --git a/docs/content/en/docs/Tasks/add-shop-to-your-website.md b/docs/content/en/docs/Tasks/add-shop-to-your-website.md new file mode 100644 index 00000000..903fc583 --- /dev/null +++ b/docs/content/en/docs/Tasks/add-shop-to-your-website.md @@ -0,0 +1,32 @@ +--- +title: "Add Shops to Your Existing Website" +date: 2023-07-21 +weight: 5 +description: > + Add your subscription shop to your existing website to redirect customers to your shop. +--- + +### Steps to Add Shops to Your Existing Website + +Step 1: Go to your Shopify Dashboard. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/d0d8b35f-bdfc-48e9-a4e1-a2edfaaf38f4) + +Step 2: Go to Navigation under Online Store. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/b89c4ee0-98c0-46e0-ad08-10e4ef1a2a6c) + +Step 3: Select Main Menu. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/f6b32a23-a436-42c2-9d16-ac1582140499) + +Step 4: Select Add Menu Item. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/3f963f7e-b367-4bbb-86f2-97eb05360bd3) + +Step 5: Now Go to your Subscribie Shop and copy the shop link from the URL bar. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/fcbcb670-c489-445f-84d6-64d3175706b0) + +### Watch the Tutorial for Adding Shops to Your Existing Website +[![Watch the tutorial](https://github.com/Subscribie/subscribie/assets/30567984/5e2329a9-79cb-4910-b426-ed4b90488de4)](https://youtu.be/Vs01WEUSbhM) diff --git a/docs/content/en/docs/Tasks/change-shop-header-text.md b/docs/content/en/docs/Tasks/change-shop-header-text.md new file mode 100644 index 00000000..07b13524 --- /dev/null +++ b/docs/content/en/docs/Tasks/change-shop-header-text.md @@ -0,0 +1,31 @@ +title: "Change Shop Header Text" +date: 2023-08-11 +weight: 5 +description: > + Learn how you can customise the header text of your shop. +--- + +### Steps to Change Shop Header Text + +Step 1: To change the header in your shop, Log into your Shop Dashboard. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/2848ad59-bb24-4181-b5e1-3a95318026d3) + +Step 2: Select *Manage Catagories* under *Edit/Add Plans* + +![image](https://github.com/Subscribie/subscribie/assets/30567984/fbeecf32-946b-4a44-b985-973ae672332d) + +Step 3: Select Edit next to Make your choice. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/df461d10-c7e3-47d3-af9d-b49bb38fa4b5) + +Step 4: Enter the heading you would like to add in Category Name and then Save. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/e45a9275-4fad-47ed-81f4-c8a3a163911f) + +Now you have successfully Changed the heading of your shop on Subscribie! + +![image](https://github.com/Subscribie/subscribie/assets/30567984/9709b8be-b8b2-4c67-a8b5-047c71586f99) + +### Watch the Tutorial to Change Shop Header Text +[![Watch the tutorial](https://github.com/Subscribie/subscribie/assets/30567984/3c706360-23ed-4a02-b98d-bc55f8c9a7c7)](https://www.youtube.com/watch?v=-sWL0s3vNGM) \ No newline at end of file diff --git a/docs/content/en/docs/Tasks/export-custom-notes.md b/docs/content/en/docs/Tasks/export-custom-notes.md new file mode 100644 index 00000000..678730c5 --- /dev/null +++ b/docs/content/en/docs/Tasks/export-custom-notes.md @@ -0,0 +1,20 @@ +title: "View Custom Notes" +date: 2023-08-11 +weight: 5 +description: > + Learn how you can view custom notes provided by customers. +--- + +### Steps to View Custom Notes + +Step 1: Log into your shop dashboard. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/9a93c004-87be-4b40-9410-aec53e8b0d7e) + +Step 2: In your dashboard, go to *Export Transactions* under the *All Transactions / Manage Refunds* heading. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/28b78893-08b0-4aa4-bed5-a1b1e08b4c12) + +Step 3: Here, you can view your Subscribers' Notes in the final column with other information like Donation Comments, Plan title, Amount, Name, Email and other information. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/b609e1a2-4b36-4583-af7c-2c0063507565) diff --git a/docs/content/en/docs/Tasks/view-custom-notes.md b/docs/content/en/docs/Tasks/view-custom-notes.md new file mode 100644 index 00000000..f2eaadfe --- /dev/null +++ b/docs/content/en/docs/Tasks/view-custom-notes.md @@ -0,0 +1,35 @@ +title: "View Custom Notes" +date: 2023-08-11 +weight: 5 +description: > + Learn how you can view custom notes provided by customers. +--- + +### Steps to View Custom Notes + +Step 1: In your dashboard, go to *View Subscribers* under the *My Subscribers* heading. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/967858cf-2b05-4755-8454-1f4654adec49) + +Step 2: Here you can find a list of all your customers with their custom order notes and other subscription details. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/19921ab4-88ad-4f59-9419-831f292b89ef) + +Step 3: If you want to find a specific subscriber with their custom note, you can: +>Filter by *Active Subscribers* for a focused view. +>Enter their name in the search bar to locate them quickly. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/67a3150f-3ff8-4354-8c35-2d29f63afc7e) + +### Alternatively, to view a consolidated list of all your custom order notes: + +Step 1: In your dashboard, go to *View Notes* under *Order Notes*. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/3ecf0ab9-2714-45dc-8b34-4b6593a22327) + +Step 2: Here you can view a consolidated list of all your order notes with the corresponding customer name and when the order notes were made. + +![image](https://github.com/Subscribie/subscribie/assets/30567984/d6f25a5f-8940-40fc-8ea8-b61f98632571) + +### Watch the Tutorial to View Custom Notes +[![Watch the tutorial](https://github.com/Subscribie/subscribie/assets/30567984/70ba1cb8-0333-4f48-a064-92dc06bceb58)](https://www.youtube.com/watch?v=-qcEDFAIxEA) \ No newline at end of file From 0a15d432dbb0e72bbe8b4e14ba79f7c6fb6315fc Mon Sep 17 00:00:00 2001 From: chrisjsimpson Date: Mon, 31 Jul 2023 20:47:39 +0100 Subject: [PATCH 4/4] Fix #1221 don't assume subscriptions have a note' --- subscribie/blueprints/admin/export_transactions.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/subscribie/blueprints/admin/export_transactions.py b/subscribie/blueprints/admin/export_transactions.py index 23041b1d..006e8db1 100644 --- a/subscribie/blueprints/admin/export_transactions.py +++ b/subscribie/blueprints/admin/export_transactions.py @@ -28,7 +28,7 @@ def export_transactions(): plan_title = transaction.subscription.plan.title subscription_uuid = transaction.subscription.uuid subscription_status = transaction.subscription.stripe_status - if transaction.subscription.note.note: + if transaction.subscription.note: subscription_note = ( transaction.subscription.note.note.strip().replace(",", ";") )