SOP: Processing AASM Link Organization Subscriptions Using a Temporary No-Discount Tag Workaround

SOP: Processing AASM Link Organization Subscriptions Using a Temporary No-Discount Tag Workaround

Objective

This SOP explains how to process AASM Link organization subscriptions in a way that prevents member discounts from being applied during checkout. It also covers how to automatically remove the temporary discount-blocking tag after payment so the customer regains normal member pricing for future purchases.

Key Steps

1. Create the reusable quick checkout link 0:18

• Open the Seal Subscriptions app.

• Go to Subscription Rules.

• Select Quick Checkout Wizard.

• Search for AASM Link and locate the organization product.

• Choose the correct selling plan, such as the annual subscription.

• Generate the checkout link.

• Important: This link is reusable and only needs to be created once.

2. Confirm the member discount issue at checkout 1:11

• Open the generated quick checkout link.

• Log in using a customer account that is also a member/employee account.

• Verify that the checkout auto-loads with the member discount applied.

• Recognize that this discount must be prevented for organization subscription purchases.

3. Apply the temporary no-discount customer tag 2:03

• When a customer is purchasing an organization subscription, have a staff member handle the request.

• Inform the customer that a checkout link will be sent to capture payment.

• Add the temporary tag temp no-member discount to the customer record.

• This tag should override the normal discount logic so the member discount does not apply during this purchase window.

4. Send the quick checkout link to the customer 2:59

• After applying the temporary tag, send the reusable quick checkout link to the customer.

• Ask the customer to complete checkout using the link.

• Refresh the checkout page if needed to confirm the member discount is no longer visible.

• Verify the customer is charged at the normal subscription rate.

5. Automatically remove the temporary tag after payment 3:20

• Confirm that a Shopify Flow is configured to trigger when an order is paid.

• Ensure the flow checks whether the order contains the AASM Link Org product.

• If the product is present, the flow should automatically remove the temp no-member discount tag.

• This restores the customer’s normal member discount eligibility for future non-subscription purchases.

6. Verify subscription setup and renewal behavior 3:57

• Confirm the workaround has been tested and is functioning correctly.

• Verify that the customer’s credit card is captured during checkout.

• Confirm annual renewals will process automatically through Seal Subscriptions.

• Note that subscription billing is now contained within the normal subscription workflow.

7. Coordinate AASM Link access and seat distribution 4:16

• Review the AASM Link side of the process separately.

• Ensure the system or team responsible for AASM Link access is updated to recognize the new product.

• Confirm access permissions and seat distribution are handled appropriately for organization subscribers.

• Treat this as a separate implementation step from the subscription checkout workaround.

Cautionary Notes

• Do not leave the temporary temp no-member discount tag on the customer after payment is complete.

• Make sure the Shopify Flow only removes the tag when the paid order contains the correct AASM Link Org product.

• Confirm the quick checkout link is tied to the correct product and annual selling plan before sending it to customers.

• This SOP addresses the subscription checkout workaround only; AASM Link access provisioning still needs to be handled separately.

• Test the process before using it with live customers to avoid discount or billing errors.

Tips for Efficiency

• Create the quick checkout link once and reuse it for all eligible customers.

• Use a consistent customer tag name so staff can apply and remove it quickly.

• Keep the Shopify Flow automated to reduce manual cleanup after each purchase.

• Have a standard staff script ready for explaining why the customer is receiving a checkout link.

• Verify the checkout page after tagging to ensure the discount is removed before sending the link.

Link to Loom

https://loom.com/share/e53d294c9e964ac8b67a8e733a16ecf0