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Convertible Subscriptions Setup

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Sherri Anderson

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 subscription order after that.

This also integrates with Subscription Discounts and Dynamic Discounts so you can offer a different discount on both the initial and subscription. View a Convertible Subscriptions demo.

Visit Convertible Subscription in Bold Subscriptions 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, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select Apps

  2. Select Recurring Orders & Subscriptions by Bold.

    Select Recurring Orders & Subscriptions by Bold

  3. Select Settings.

    Select Settings

  4. Select Recurring Style.

    Select Recurring Style

  5. Select Single Product or Multiple Products cart style.

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

    Select Cart Style

  6. Select Subscriptions -> Subscriptions.

    Select Subscriptions

  7. Select Create Subscription Group.

    Create Subscription Group

  8. In "Step 1: Select Subscription Type", enter an Internal Subscription Name.

    Enter Internal Subscription Name

  9. Under "Subscription Type", select Convertible.

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

    Select Convertible

  10. In "Step 2: Select Products", under "Initial Purchase", select Select products.

    Select Products

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

    Select Add

  12. Select Continue with selected products.

    Continue with selected products

  13. Under "Recurring Product", select Select Product.

    Select Product

  14. Select ADD next to the product that is being offered in the initial order.

    Select Add

  15. Select Continue with selected products.

    Select Continue with selected products

  16. 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

  17. Under "Recurring Options", select:
    • Subscription and one time purchase; or
    • Subscription only.

    Recurring Options

  18. Under "Maximum Subscription Length" select:
    • No Limit; or
    • Set max numbers of recurring orders to.

    Maximum Subscription Length

  19. Under "Minimal Fulfilled Order Requirement", select:
    • Off; or
    • Customer can cancel after at least XX orders.
      • Enter a number.

    Minimal Fulfilled Order Requirement

  20. 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

  21. Select Save.

    Save

That's it! 

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