Recurring Orders allows your customers to manage their subscriptions independently, through a unique page, called the "Manage Subscription" page.
We do not automatically create accounts for your new subscribers, as they must create a secure password. A customer must create an account on your Shopify store, to manage their subscription.
Through our free liquid install, a "Manage Subscription" link is added. This is found after a customer logs in or successfully creates an account. Where it displays may vary, depending on your Shopify theme.
When your customer selects this link, after a brief verification process, they are brought to a unique page (hosted by Recurring Orders) to manage their active subscription.
Customers will still see this link, even if they do not have an active subscription in your store. If they select it, it will verify they are not a subscriber, and keep them on the page.
The "Login" and "Create An Account" links are standard in most Shopify themes, although sometimes how these links look may vary. These are inserted/styled by your theme of choice, and not Recurring Orders.
Sometimes there will be two links; sometimes they will be combined, where they can sign in and register on the same page.
If you look at the URL of these links, they should be:
We suggest having these links in your main Shopify navigation, somewhere easy for customers to see when visiting your website.
If these links are not standard in your Shopify theme, it could be for many reasons.
As long as you have Customer Accounts set to "Accounts are optional", the links should be there in a traditional Shopify theme. If your theme is custom developed, your developers may need to manually insert them.
These are some examples of how it may look in your Shopify navigation:
We also have a unique link you can manually add into your Shopify navigation, to add even more easy access for your subscribers.
This link looks identical to Shopify's links usually, but it has a unique re-direct. If a customer is already logged into their Shopify account on your store and selects this link, it brings them directly to the "Manage Subscription" page. If they are not logged in, they must log in, and then they will be redirected there.
It's helpful to have this link have a "Create an Account" option, not just a login option for existing customers. If it doesn't, Shopify support can help you insert that.
This link, for you to copy is found in the app under Settings -> Display -> Thank You Page.
You can copy this link, and manually add it to your Shopify navigation. This is done in the Shopify admin, under Online Store -> Navigation. You can select "Edit Menu", and then "Add New Menu Item", and paste the link.
Usually, you would label it as "Manage Your Subscription", or perhaps after your subscription name or club name, whatever works.
Nothing is worse than a customer not knowing where to go to sign up, so here is some advice on how to avoid that:
- Make sure you have the necessary "login" or "register" links in your Shopify navigation and make it easy for a customer to find. Small text links are not always effective.
- We offer many email templates where you could insert a link for your customers to create an account if they haven't already. We recommend adding a link to the bottom of the "upcoming shipment" email. This is found in Settings -> Emails.
- By default, the "Manage Subscription Order" email template, when enabled, sends out when a customer makes their first subscription order in your store (with that email). Enabling this email is helpful, and makes sure all new subscribers know where to go to make an account.
- Enable the "Send Customer Account Emails" option, found under Settings -> General. This will send subscribers an email from Shopify to fully register their account after a successful purchase.
- Under Settings -> Display -> Thank You Page, we suggest putting a link there as well. The link is provided to you there, all you have to do it make it into an active link. You can add other text there as well. Visit Manage Subscriptions Page Link Setup for detailed instructions.
You can make CSS and stylistic changes, to the "Manage Subscription" page. This is found in the app under Settings -> Display -> Manage Order Page. We suggest adding a logo to makes the page look official.
You will need an active subscription set up to access this page, to see what a customer will see. You can do this using a live credit card, with a 100% off discount code. Visit Create a Discount Code for detailed instructions. Alternatively, you can Refund a Recurring Order, after you're done customizing.
Hiding certain options on this page
If you're familiar with CSS, you can hide certain options on this page from displaying to customers. We can hide certain options for you. Email our Support Wizards, and we'll let you know if it's doable. If it is, it may take 1-2 business days for it to be completed, and we may need an active subscription login/password to test our work.
Customers may think they already have an account on your website, just by purchasing a subscription. This is usually incorrect! Send them your Shopify link to create an account, and they'll be set.
Unless you have accounts set to be required, which can be set in Recurring Orders under Settings -> General, they usually won't have an account (You may see less conversion, if you have accounts - required).
If a customer logs in, and receive the error: "invalid credentials", they do not have an account. This just means they have to sign up first, and then they will be able to access the "Manage Subscription" page.
If you search for the customer's more recent order in Shopify, you can view whether they have an account or not. It will display "Has an account", or "No account".
Just navigate to Customers -> Search via name or email -> Edit and select their current email address.