Convertible Subscriptions allows you to offer your customers one product when they subscribe and receive a different product on their next order. It gives you the flexibility of providing a trial-size product on the initial order and a full-size product on each recurring order after that. It also integrates with Subscription Discounts and Dynamic Discounts so you can offer a different discount on both the initial and recurring order.
View a Convertible Subscriptions demo.
Visit Convertible Subscription in Recurring Orders for more details on this feature.
Note: If your Recurring Orders install took place before March 12, 2017, there is a Convertible Subscriptions - Necessary Liquid Update that needs to be completed before you can use this feature.
If you are ready to set up Convertible Subscriptions, follow these steps:
- From "Shopify Admin", select Apps.
- Select Recurring Orders & Subscriptions by Bold.
- Select Settings.
- Select Recurring Style.
- Select Single Product or Multiple Products cart style.
Note: Convertible Subscriptions is not compatible with Recurring Cart style.
- Select Subscriptions -> Subscriptions.
- Select Create Subscription Group.
- In "Step 1: Select Subscription Type", enter an Internal Subscription Name.
- Under "Subscription Type", select Convertible.
Note: Any incompatible options, like prepaid subscriptions, will be hidden when you choose this option.
- In "Step 2: Select Products", under "Initial Purchase", select Select products.
- Select ADD next to the product that is being offered on the initial order.
- Select Continue with selected products.
- under "Recurring Product", select Select Product.
- Select ADD next to the product that is being offered in the initial order.
- Select Continue with selected products.
- In "Step 3: Select Intervals", choose:
- Let customer select order interval; or
- Select the recurring intervals you would like to offer.
- Set the maximum amount a customer can select for intervals.
- Set a fixed order interval.
- Under "Orders will be processed every", enter a number.
- Select Day(s), Week(s), Month(s) or Year(s).
- If you choose weeks or months, select when you would like to charge the customers?
- On purchase date each week (or month); or
- Charge all customers on the same day(s) every week (or month).
- Let customer select order interval; or
- Under "Recurring Options", select:
- Subscription and one time purchase; or
- Subscription only.
- Under "Maximum Subscription Length" select:
- No Limit; or
- Set max numbers of recurring orders to.
- Under "Minimal Fulfilled Order Requirement", select:
- Off; or
- Customer can cancel after at least XX orders.
- Enter a number.
- In "Step 4: Offer a Discount", select:
- No Discount,
- Offer the same discount on all orders; or
- Offer different discounts on initial and recurring orders.
- Select Save.
That's it!