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How do I manage a Subscription Waitlist?

Farmigo offers you the ability to keep track of members who are interested in subscriptions after they have sold out. 


Read below to learn more about:
LEARN MORE
- What are Published Subscriptions?
- How do I review All Subscriptions?
- How do I change the layout of my subscriptions?
- How can the Box Builder help me plan deliveries?
- How to waitlist a share
- How a member signs up for a waitlisted share
- How to add a member to a waitlisted share from the dashboard
- How to view your list of waitlisted members for a share
- How to transition a member off of the waitlist
- How a member signs up for a waitlisted share when all of your shares are full

How do I set up a waitlist for a share or option?

To set up a waitlist for an individual share or option, the share or option must meet 2 conditions:
  1. The Capacity field for that share or option must be set to zero (0). 
  2. The Status field for that share or option must be Published.
How does a member sign up for a share or option waitlist?
If a member wants to be added to the waitlist for a waitlisted share, they will:
  1. Select the waitlisted share that they would like to receive
  2. Select a non-waitlisted share to receive in the meantime in order to complete the sign-up process. 

As long as a member has selected a non-waitlisted share to receive, they may sign up for as many waitlisted options as they would like. 

Here is the member view of a waitlisted share at sign-up:
You may also add a waitlisted share or option to a member's current subscription from your administrative dashboard. To do this, you can take the following steps:
  1. Open the member's account
  2. If they do not already have an active subscription, create one by selecting a location and then adding a share and/or option that they can receive in the meantime
  3. Then you can add the waitlisted share:  Click +Share, select the share, and when you click Add, select "To waitlist"
    **  If you would like the member to begin receiving this share immediately, you can select Add: As regular share

How to view your list of waitlisted members for a share

To view your list of waitlisted members for a share
  1. Click the Logistics icon on the left in your dashboard.
  2. Select Subscription Waitlists, under the Subscriptions section.  You will see a table that shows you the share listed as well as the number of members on the waitlist.
  3. Click on the number of members and this will take you to the list. 
  4. From here, you can open individual member accounts to edit their subscriptions or email all members on the waitlist.

How to transition a member from a waitlist share to an active share

  1. Ask the member and confirm that they want to receive that share or option which was previously waitlisted.  Once they confirm, go on to step 2.
  2. Open the member's account.
  3. Delete the waitlisted share or option from the member's subscription.
  4. Add back the share or option to the member's subscription as a regular share or option.
  5. Save changes.
  6. Go to the Payments section of the member's file to make adjustments:
    a.  Adjust any pending payments to reflect the new amount owed.  
    b.  If an additional payment is required, use the Charge button or send the member the pay link.
    c.  If a refund is required, click here to learn about how to manage refunds.

How a member signs up for a waitlisted share when all of your shares are full

When your business is no longer taking sign-ups, you may want to put all of your subscriptions on the waitlist. To do this, you should:
  1. Set the Capacity field for ALL shares to zero (0)
  2. Set the Status field for ALL shares to Published.
  3. Unpublish all of your options. 

When a potential member wants to add themselves to your subscription waitlist, they will:
  1. Select their preferred share.
  2. Set up an account by entering their contact information.
  3. Receive the Automated Email for "Wait List Signup Confirmation".