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Manage Subscriptions in Bulk in Phoenix

The Subscription Management dashboard in Phoenix lets you update multiple subscriptions at once. You can filter subscribers by specific conditions and then perform bulk actions such as reactivating canceled subscriptions, changing processors, updating the next billing date, and more.

This guide explains how to access the subscription management, apply filters, and manage the most common subscription scenarios.

Access Subscription Management​

You can access the Subscription Management dashboard from the main Phoenix navigation. This section explains how to reach the page where all subscriber records can be viewed and updated.

Follow these steps:

  1. Log in to your Phoenix Dashboard.

  2. In the left navigation panel, go to Subscription > Management.

    This opens the main Subscription Management page where you can view, filter, and update all subscriber records.

  3. At the top of the page, use the search bar to:

    • Select Client
    • Select Store

      After selecting both, click Search to load all subscriptions for that store.

  4. Click the Filter icon (funnel) on the right side to open all filtering options.

    Use this panel to narrow results by status, processor, decline reason, value range, next billing date, and more.

  5. Click the Actions icon (lightning bolt) to view all available bulk actions, such as:

    • Reactivate Subscription

    • Change Processor

    • Change Next Billing Date

    • Cancel Subscription

    • And more options depending on the store’s subscription settings.

You can select subscribers individually or click Select All to run actions in bulk.

Use Filters to Segment Subscribers​

The filter panel allows you to find specific groups of subscribers. This is useful when performing bulk actions for certain scenarios such as reactivations, processor migrations, or billing date updates.

Some of the available filters include:

  • Subscription Status

  • Decline Reason or Decline Reason Text

  • Next Processor

  • Card Issuer

  • Billing Date

  • Subscription Value Range

Once you set your filters, click Apply Filter to update the list of subscribers.

Reactivate Canceled Subscriptions​

You can reactivate subscribers who were canceled due to retry limits or insufficient funds. These cancellations occur automatically and do not represent an intentional request from the customer, making them eligible for reactivation.

Follow these steps:

  1. In the Filter panel, set the following fields:

    • Subscription Status: Canceled

    • Decline Reason Text: Insufficient funds

    • Cancelled Reason: Retry limit exceeded

  2. Click Apply Filter.

  3. Select the subscribers you want to reactivate.

  4. Open the Actions panel and click Reactivate Subscription.

  5. Complete the fields in the modal:

    • Change Billing Date (optional): Enable this option if you also want to update the billing date.

    • Re-activation Date: Choose the date when the subscription should become active again.

    • Subscription Value: Enter the value you want to charge.

    • Set for all future subscriptions: Enable this if you want all future renewals to use this amount.

  6. Click Confirm to continue.

  7. Click Confirm again to finalize the action.

Once updated, your reactivated subscriptions will follow the new settings and resume their regular billing cycle.

Change Subscribers’ Processor​

This option allows you to migrate subscribers from one processor to another. It is commonly used when retiring an old merchant account or redistributing billing volume across processors.

Follow these steps:

  1. In the Filter panel, set Next Processor to the processor you want to move subscribers from.

  2. Click Apply Filter to view all subscriptions currently assigned to that processor.

  3. Select the subscribers you want to move. You can select them individually or click Select All.

  4. Open the Actions panel and click Change Processor.

  5. Choose the new processor you want to assign.

  6. Click Confirm to migrate the subscriptions.

Processor Compatibility

Only subscriptions currently assigned to the same processor can be moved in bulk.

This action updates all selected subscribers to the new processor.

Change Next Billing Date​

This action is used to adjust when the next charge will occur. It is commonly used for support adjustments, extending billing cycles, or running promotions.

Follow these steps:

  1. In the Filter panel, set Subscription Status to Active.

  2. Click Apply Filter.

  3. Select all subscribers you want to update.

  4. Open the Actions panel and click Change Next Billing Date.

  5. Choose the new billing date.

  6. Click Confirm to continue.

  7. Click Confirm again to apply changes.

All selected subscribers will have their next charge scheduled for the new date.

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