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Get Started with Recurring Orders

Not sure how to get started with Recurring Orders? For more detailed information on this app, visit:

Here is a step-by-step guide to help you get started, select each step to view it.

Recurring Orders requires liquid code to be inserted into your Shopify theme to work properly.  Without this, the app won’t do anything for you.

The liquid code installation can be quite complicated, but if you feel comfortable with coding and want to do it yourself just follow the Recurring Orders Install Instructions.

If you aren’t comfortable with coding we offer a free liquid code installation. Follow these steps to request one:

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

    Step3.png 

  4. Select Liquid Installation.

    select liquid install 

  5. Scroll down to “Option 2: Liquid what? My time is money, install it for me!”

    install it for me 

  6. Select Yes Please. Install it for me!

    Yes Please. Install it for me! 

  7. Choose your theme under: What theme would you like it installed on?

    choose your theme 

  8. Enter other information in: Do you have any other questions or comments?

    enter quesions or comments 

  9. Select Looks good! Send Away!

    Looks good! Send Away 

  10. Create a Staff Account.

Note: To complete the install we need a staff account, if you miss this step we will have to contact you to create one and your install will be delayed.

That’s it! Within two business days, you will receive an email to let you know the install is complete.

Before you can use Recurring Orders you must have a payment gateway. This allows you to charge the customer and store their credit card data for their recurring order. It can take awhile for your account to be approved for use, so do this as soon as possible.

Visit: Set up Your Payment Gateway with Recurring Orders for steps to complete this process.

Stripe and BrainTree are our top two recommendations.  Unfortunately, PayPal does not work with Recurring Orders.

There are three methods of presenting your subscriptions:

Multiple Products

Our most popular style, Multiple Products, allows customers to buy both one-time and recurring purchases in the same cart. This means only one checkout experience is necessary. With this method, the option to subscribe will show up on your individual product pages, in a widget. They choose their recurring interval length and add the recurring product to their cart, alongside any other products already in their cart.

Visit: Use Recurring Orders in Single Product or Multiple Products Style for instructions.

Single Product

Single Product style is similar to Multiple Products with one exception: upon selecting "Complete Subscription", the customer will be taken directly to the recurring checkout, without the chance to continue shopping. It will not stop in the cart, and the cart page will not be involved. They can only check out with one product at a time. This is a popular method for stores with monthly subscription box models, or have a smaller inventory available on subscription.

Visit: Use Recurring Orders in Single Product or Multiple Products Style for instructions.

Recurring Cart

Recurring Cart places the subscription widget on your regular Shopify cart page, instead of individual product pages. This means the customer can build up their shopping cart with multiple items and subscribe to the whole cart. Keep in mind, the customer has to subscribe to the whole cart, and can’t choose individual items. This method is most popular for stores where all products are offered on subscription, like grocery services, or local delivery.

Visit: Use Recurring Orders in Recurring Cart Style for instructions.

Note: This step does not apply to the Recurring Cart style.

If you choose to operate in Single Product or Multiple Products style, you will need to configure your subscription groups. This involves choosing a set of criteria that define the rules for your subscriptions.

You can choose to offer all your products on subscription, or just specify certain products. You also might want to offer different subscription options for different products, in which case they need to be in their own separate subscription groups, rather than all grouped into one.

Visit: Create a Subscription Group for instructions.

It’s best to go through all app settings before launching your subscriptions so things go smoothly for your customers.

Email Templates

All emails are turned off by default, you will need to enable the emails that suit your needs. We have basic templates created for them but adding company branding is good practice.

Two recommended emails are:

  • Manage Subscription Order.
  • Credit Card Denied (to Customer).

Visit: Email Settings and Notifications Setup in Recurring Orders to set these up.  

Language Settings

If you would like to change the wording used by Recurring Orders you can do so in the language settings.

Visit: Configure Language Settings to learn how to change these.

Display Settings

If you would like to change the way things display in Recurring Orders, you can do so in the display settings.

Visit: Configure Display Settings to learn how to change these.

The Manage Subscription area is where customers can log in and make adjustments to their subscription.

Visit: Customize the Manage Subscription Page to learn how to use this area.

Our recurring checkout has it's own US tax system, which needs to be enabled if you ship products within the US. If you don’t enable this, our checkout is unable to calculate American taxes correctly. If you have a place of business in the US, you will have to configure this accordingly.

Visit: Enable US Tax System if You Ship within the United States to set this up.

Before launching, it is best to place a test order to ensure the process is smooth for your customers and that there are no issues.

Visit: Place a Test Order with Recurring Order to learn how to do this.

Have more questions? Submit a request