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Create a Subscription Group

Setting up a subscription group will determine the options a customer can choose when subscribing to your products. Sometimes all the options will not work for every product in your store, in which case you can make separate subscription groups that contain different products.

If you have a large inventory, it's better for easy organization, to create multiple subscription groups. Some products you may want to offer on a monthly subscription basis, and some only on a weekly subscription basis. Multiple subscription groups solve this dilemma.

To set up a subscription group, follow these steps:

  1. Select your Recurring Style:

    Recurring Style 

  2. Select Subscriptions -> Subscriptions.

    Select Subscriptions 

  3. Select Create Subscription Group.

    Create Subscription Group 

  4. Enter an Internal Subscription Name.

    Internal Subscription Name 

  5. Select a Subscription Type.

    Note: If you choose Standard, continue with the steps below. If you select Convertible, visit Convertible Subscriptions in Recurring Orders to set this up.

    Subscription Type 

  6. Under "Step 2: Select Product(s)", select Select products.

    Select products 

  7. Select ADD next to the product(s) you wish to add.

    ADD 

  8. Select Continue with selected products.

    Continue with selected products 

  9. Select the Allow Swapping of Products check box (optional).

    Note: With this option selected a customer will be able to swap the product they are subscribed to with another product in the same subscription group.

    Allow Swapping of Products 

  10. Under "Step 3: Select Intervals", select:
    • The Let customer select order interval radio button.
      1. Select the intervals you would like to offer.

        Note:  You must select at least one interval: day, week, month and/or year.

      2. Enter a Maximum Interval Length.

        Note:  This is the maximum interval a customer can select and will
        show as a drop-down before the time length (ex. Ship every 2
        months).

      enter a maximum interval length 

    • The Set a fixed order interval radio button.
      1. Under orders will be processed every, enter a number.
      2. Select Day(s), Week(s), Month(s) or Year(s).

        Note: If you select monthly or weekly, you can choose a particular day to charge customers or you can charge them on the anniversary of their purchase date.

      Set a fixed order interval 

  11. Select Subscription and one time purchase or Subscription only.

    Note: This will allow customers to purchase the same items as either a one-time purchase or subscription product.

    Subscription and / or one time purchase 

  12. Select "Maximum Subscription Length":
    • No limit - the subscription will continue until it is canceled.
    • Set max number of recurring orders to - lets you specify how long the subscription will last. Selecting, this allows you to add an ongoing option and to enable customers to prepay for subscriptions if selected.

    Maximum Subscription Length 

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

    Minimal Fulfilled Order Requirement 

  14. Under "Step 4: Offer a Discount", select which discount to offer on recurring orders:
    • No Discount.
    • Offer the same discount on all orders.
    • Offer different discounts on initial and recurring orders.

    tep 4: Offer a Discount 

  15. Select Save.

    Save 

That's it!

Note:  When a subscription group is set to start, you will be able to view the subscription widget on the product page.  It is important to test it before allowing your customers to subscribe; this will ensure it is set up to your specifications.

Next Steps