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Convertible Subscriptions in Recurring Orders

This feature uses an entirely new style of subscription widget on Shopify product pages; therefore, additional code must be added to your theme for it to work correctly.  If you have other customizations in place on your product pages, we recommend a free liquid install onto a backup Shopify theme. We included this code with any liquid install completed by our Install Team after March 13th, 2017.

Note: This feature may not be compatible with existing customizations without additional web development.

This feature allows for an automatic product switch between a customer's first and second recurring order. It means your customers have the option to subscribe to a single product in your Shopify store, and automatically receive a different one on the second shipment.

This feature allows you to create unique subscription campaigns for your customers. It even integrates with our "Subscription Discounts and Dynamic Discounts in Recurring Orders" option, allowing you to offer a different discount on both the initial and recurring product.

You can use this feature to upsell a subscription: convert a trial-size product into a full-size subscription item. You can offer an introductory subscription box that automatically transitions to the regular product. Even if your subscription model requires an initial fee, you can achieve that with the use of two different products.

Convertible Subscriptions Demo

Step 2: Select Products

  • Initial Purchase - The product your customer receives on their first order.  The widget will show up on this product page.
  • Recurring Product - The product they will receive from their second order, going forward.

This feature supports both Shopify products and specific variants. It is a 1:1 switch, which means the second product is always a particular product, based on your subscription group settings.

Visit Convertible Subscriptions Setup for detailed instructions.

In the Recurring Orders app, navigate to the main Subscriptions tab. This feature is only compatible with Single Product and Multiple Product cart styles. Recurring Cart style doesn't support this.

Select Subscriptions 

Select Create Subscription Group on the right-hand side.

 Create Subscription Group

Choose Convertible from the drop-down in Step 1.

Select Subscription Type 

Recurring Orders hides individual incompatible elements when you select this option, as some options (like prepaid subscriptions) are not compatible with Convertible Subscriptions.

Step 2: Use the product selector to confirm your initial product(s), and your single recurring product. You can always select the magnifying glass icon to review your selections.

View Product Selections 

In Step 3, you can confirm the order frequencies available for your subscribers to choose from, and whether the product is subscription only, or available for a one-time purchase. You can also set a minimum amount of orders a customer must fulfill before they can cancel.

Step 3

As you progress through, remember that in Step 4 you can choose to offer:

  • No discount,
  • The same discount on the initial and recurring product; or
  • A different discount on the initial and recurring product.

Step 4: Offer a Discount 

  • Initial Discount - Will be applied to the original order and must be between 0 - 100% off.
  • Recurring Discount - Will be applied to every order after the first order and must be between 0 - 100% off.

Once you've saved your selections, you can preview how the widget displays the Convertible Subscription on the initial product(s) page. It will provide a small preview of the recurring product which will link to the recurring product's page.

Sample Convertible Subscription 

If the customer chooses to subscribe to the initial product - only that product is added to the cart. Recurring Orders handles the switch to the recurring product automatically after their first order processes.

Using the Convertible Subscription feature may require a bit more explanation than your typical subscription model. Here are a few tips to make it clear what your customer should expect on their second recurring order, so there are no surprises.

Utilize your Shopify product description:

You can only put so much information in the subscription widget, which is why it's good to make use of your Shopify product description. Explain the details of the Convertible Subscription, and make sure it's clear what their options are between their first and second order.

Be strategic with your product images:

It will depend on what kind of goods you are selling, but don't be afraid to incorporate your Convertible Subscription into your product images. Outline your pricing even further, and maybe provide a small preview image of the recurring product they'll expect.

Enable the "Upcoming Shipment" and "Manage Subscription Order" emails:

Depending on the time between their first and second order dates, the customer might need a little reminder of what to expect. Our Recurring Orders email templates are fully customizable and can provide vital information on how your client can manage their subscription. These are found in the app under Settings -> Emails. Visit Recurring Orders Email Notifications for detailed instructions.

The "Manage Subscription Order" email sends to a customer after their first ever subscription purchase on your store. Introduce your program, and let them know where they can go to sign up for a Shopify account in your store. Visit Manage Subscription Page for detailed information.

The "Upcoming Shipment" email sends out before their next charge date, so it's the perfect time to remind them what product to expect next. You can choose how many days before their order date the email will get sent out, giving them ample time to make adjustments to their recurring product. They may need to adjust their product quantity, swap the product (Product Swap Feature Setup), or even reschedule their order date (Allow Subscribers to Change Their Next Order Date in Recurring Orders). It is the perfect way of letting them know not only that they can do these things themselves, but how to do it, providing a link to your Shopify login page.

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