Convertible Subscriptions Setup

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 offering 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 prior to 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:

  1. From “Shopify Admin”, select Apps.
  2. Select Recurring Orders & Subscriptions by Bold.
  3. Select Recurring Cart.

    Select Recurring Cart

  4. Select Single Product or Multiple Products cart style.

    Note: Convertible Subscriptions is not compatible with Recurring Cart style.

    Select Cart Style

  5. Select Subscriptions.

    Select Subscriptions

  6. Select Create Subscription Group.

    Create Subscription Group

  7. In “Step 1: Select Subscription Type”, enter an Internal Subscription Name.

    Enter Internal Subscription Name

  8. Under “Subscription Type”, select Convertible.

    Note: Any incompatible options, like prepaid subscriptions, will be hidden when you select this option.

    Select Convertible

  9. In “Step 2: Select Products”, under “Initial Purchase”, select Select products.

    Step 2: Select Products

  10. Select ADD next to the product that is being offered on the initial order.

    Select Add

  11. Select Continue with selected products.

    Continue with selected products

  12. under “Recurring Product”, select Select product.

    Select Products

  13. Select ADD next to the product that is being offered on the initial order.

    Select Add

  14. Select Continue with selected products.

    Select Continue with selected products

  15. In “Step 3: Select Intervals”, choose:
    • Let customer select order interval; or
      1. Select the recurring intervals you would like to offer.
      2. Set the maximum amount a customer can select for intervals.

      Let customer select order interval

    • Set a fixed order interval.
      1. Under “Orders will be processed every”, enter a number.
      2. Select Day(s), Week(s), Month(s) or Year(s).
      3. 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).

      Set a fixed order interval

  16. Under “Recurring Options”, select:
    • Subscription and one time purchase; or
    • Subscription only.

    Recurring Options

  17. Under “Maximum Subscription Length” select:
    • No Limit; or
    • Set max numbers of recurring orders to.

    Maximum Subscription Length

  18. 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.

    Step 4: Offer a Discount

  19. Select Save.

    Select Save

That's it!

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