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 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:

1. From "Shopify Admin", select Apps.
2. Select Recurring Orders & Subscriptions by Bold.
3. Select Settings.

    

4. Select Recurring Style.

   

5. Select Single Product or Multiple Products cart style.

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

   

6. Select Subscriptions.

   

7. Select Create Subscription Group.

   

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

   

9. Under "Subscription Type", select Convertible.

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

   

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

    

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

    

12. Select Continue with selected products.

    

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

    

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

    

15. 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.

      

    • 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).

      

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

    

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

    

19. 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.

    

20. Select Save.

    

That's it!