In Iteras, a “campaign” refers to a subscription type – essentially a combination of duration and price, or how often and how much is to be charged. It does not necessarily mean a sales campaign – it can also be a standard annual subscription.
Campaigns are created under Sales > Campaigns. On the right-hand side of the page, you’ll find the “New campaign” button used to create campaigns. An unlimited number of campaigns can be created.
In the campaign setup, you control everything specific to the subscription type (as opposed to general settings for the publication).
Explanation of Fields
Campaign
Products in the campaign: Select one or more products to be linked to this campaign.
Campaign name: The internal name of the campaign.
Customer facing campaign name: The name shown to customers in order forms, self-service pages, and on invoices.
ID (internally): The campaign's identifier (can be alphanumeric, i.e., contain both letters, numbers, and some symbols).
Active: The campaign can be deactivated by unchecking this box. Use this if the campaign is no longer in use — it will then no longer appear in the overview.
Use settings from: Choose which business policy should apply to this campaign if it should differ from the default.
Period
Period length determined by: Choose whether the subscription runs based on calendar time or number of allocated products (issues). If based on issues, you’re selling a specific number of issues (e.g., 12), and the system deducts one issue with each publication (note: a publishing schedule must be entered in Iteras). If based on calendar time, you’re selling access for a time period (e.g., one year). This is especially useful for digital services (e.g., access to a website where every day counts as a publication) or weekly/daily releases.
Period length in time/issues: Enter the number of issues or the duration of the campaign in time. This can also be seen as how frequently billing occurs.
Next campaign: Indicates which campaign takes over when a subscription based on the current campaign ends. Often, it's the same campaign again, but you can also create an introductory offer that transitions into an annual subscription. The next campaign must exist before it can be selected.
If you change 'Next campaign' to another campaign or to "None – does not continue", you will get the option “Number of times to repeat the period.” This field is intended for installment plans or to specify how many times the campaign should repeat before the current subscription period ends and possibly transitions to another campaign.
Campaign Switching
Allow switch to: Specify which campaigns the subscriber can switch to via self-service. For example, if the subscriber pays semi-annually, you might allow them to upgrade to annual payments (possibly with a discount). You might also allow downgrades to more frequent billing, depending on customer preference.
Offer switch instead of cancel: Define which campaigns should be offered when a customer attempts to cancel via self-service. This allows you to present a special offer to retain them.
Offer switch to from invoice: Similar to the field above, this lets you define which campaigns should be offered on the invoice. For example, shorter-term subscriptions for smaller individual payments, or longer terms with greater discounts.
Invoicing
Invoice lines: For each invoice line, you define a text and a price. Additional settings include:
Option to add extra information to the line (displayed as multiple lines), such as subscription period, custom field values configured to appear on invoice lines, or subscription ID.
Whether the line is subject to VAT.
The accounting category of the line (e.g., subscription, single sale, discount, etc.).
Option to multiply the price by the number of allocations in the campaign (e.g., for postage per magazine sent).
Option to restrict the line to certain countries.
Validity dates – define from/to when the line applies. This allows for multiple invoice lines covering different periods (especially useful when lines are created via API during subscription creation, where the start date is known).
Allow change of base price: If enabled, you can change the subscription price individually (e.g., for discounts - article is in danish). Note: subscribers cannot change the price themselves.
Recipient
Product assignment: If the campaign is time-based, you can choose whether the subscriber should receive products. If it’s issue-based, product allocation is required.
You can create a campaign without allocations — for example, if collecting donations without sending a membership magazine, offering a “pause” campaign where issues are skipped, or offering time-based website access without receiving physical or digital publications.
The “Product allocation” field is being phased out. Instead, create separate products — e.g., one for print and one for digital subscriptions.
On distribution lists for: “Physical distribution” adds the subscriber to the print issue addressing list. “Digital distribution” includes them in digital delivery exports.
This field is also being phased out in favor of managing delivery via product selection.
Access to previous products: This field controls whether the subscription to this campaign grants access to digital products, to what extent, and whether access is provided, for example, via a paywall.
Pro forma subscription: Indicates whether the subscription under this campaign is a real subscription (subscriber receives the products) or a proforma (subscriber only receives invoices). Typically used in group subscriptions (article is in danish) where the group admin manages the subscription but doesn’t receive the product.
Quantity
Quantity: Use a fixed quantity to create campaigns where subscribers receive more than one copy per delivery — a "box" of magazines (e.g., 5, 10, 25 copies). Many magazines have bulk recipients who either receive the magazine for free or pay more for bulk delivery. Use optional quantity if you want to let subscribers choose how many copies they receive per delivery.
Group Subscriptions
Group subscriptions are used to jointly invoice and manage a group of subscribers under one payer. Read more about group subscriptions here. (article is in danish)
Miscellaneous
Discount text: A free-text field displayed on the signup form when multiple options are available.$
Signup gift: Check this box if the campaign includes a referral gift. Subscribers will be added to the gift list once their payment is received — the gift is sent after payment.$
Prevent reordering: Prevents a subscriber from ordering the campaign again if they’ve already had it.$
Unit price: Typically used for newspapers. Enter a unit price that is credited in case of complaints (e.g., missed delivery). Pauses and stops don’t use the unit price but instead rely on time intervals to calculate compensation.