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Dynamic Discounts Setup

With Dynamic discounts, you can offer one discount on the initial order and then automatically switch to a different discount after a set number of orders. For detailed information about this feature, visit Subscription Discounts and Dynamic Discounts in Recurring Orders.

If you have all the information you need and you're ready to set it up right now, follow these steps:

  1. From "Shopify Admin", select Apps.

    Select Apps 

  2. Select Recurring Orders & Subscriptions by Bold.

    Select Recurring Orders & Subscriptions by Bold 

  3. Select Settings.

    Settings 

  4. Select Recurring Style.

    Recurring Style

  5. Select Single Product or Multiple Products cart style.

    Note: Dynamic Discounts are not compatible with Recurring Cart style.

    Select Cart Style

  6. Select Subscriptions.

    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 a Subscription Type.

    select a subscription type 

  10. In "Step 2: Select Products", 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. Select the Allow Swapping of Product checkbox (optional).

    select allow swapping of product checkbox 

  14. 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

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

    Recurring Options

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

    Maximum Subscription Length

  17. 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

  18. Select Save.

    Select Save

That's it!

Restrictions:

  • When a customer checks out with a subscription product that has an initial and recurring discount option tied to it, it creates a unique singular subscription just for that product.
  • If they have other regular subscription product(s) in their cart during checkout (in Multiple Product style), those products will be created as an additional subscription. You would most likely see a "2" beside their customer information in the app.
  • The customer will not be able to adjust product quantity, add new products to their existing subscription, or swap for another product for the particular subscription containing the initial and recurring discount. The options will be hidden from the "Manage" drop-down menu.
  • Once the automated transformation is complete, they will be able to make those changes again freely.
  • They'll still be able to edit and update their other subscriptions if applicable.