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Migrating to Bold Subscriptions for Shopify Checkout Walkthrough

Brysen
Brysen
  • Updated

Ready to migrate over from Bold Subscriptions V1 to Bold Subscriptions for Shopify Checkout? Follow through the four steps below to get started with your migration!

 


 

Step 1: Install Bold Subscriptions for Shopify Checkout

 

Video Walkthrough

 

In order to migrate over to Bold Subscriptions for Shopify Checkout, you need to install the application onto your store. To install Bold Subscriptions for Shopify Checkout onto your store, please follow the steps below.

 

  1. Navigate to Bold Subscriptions on the Shopify app store.
  2. If it prompts you, enter your .myshopify.com URL.
  3. Accept the App Permissions, then click Install App.
  4. Click Start Free Trial to approve the future monthly charges.

    Note: If you have previously installed the app, you will be prompted to pay the first month's fee right away.

  5. Read through and accept the terms and conditions.

 


 

Step 2: Activate Bold Subscriptions for Shopify Checkout

 

Video Walkthrough

 

After Bold Subscriptions for Shopify Checkout has been installed on your store, the app must be properly installed to your theme in order to function on your store. How this works depends on the theme you are using. Online Store 2.0 themes can be quickly installed using Shopify's app blocks. Vintage themes require Liquid code to be inserted into your theme.

You can follow the steps outlined in either of the following articles:

If you are not sure if you are using a Storefront 2.0 theme or a vintage theme, please visit Shopify's article on Theme architecture versions.

We recommend working on an unpublished theme to allow you to test Bold Subscriptions for Shopify Checkout without impacting your live storefront.

Please see the onboarding walkthrough video above to see how you can quickly activate Bold Subscriptions on your store.

 


 

Step 3: Create a Subscription Group

 

Video Walkthrough

 

Once Bold Subscriptions for Shopify Checkout has been installed on your theme, we recommend creating a subscription group and perform some tests to ensure the subscription functionality works as expected.

For more information on creating subscriptions, please visit Create a Standard Subscription Group and Prepaid Subscriptions.

A full walkthrough of creating the most common subscription offers can be seen in the video above.

 


 

Step 4: Payment Gateway considerations

 

Video Walkthrough

 

Once Bold Subscriptions for Shopify Checkout has been tested, the next step is migrating your existing customers from Bold Subscriptions V1 over to Bold Subscriptions for Shopify Checkout. 

Depending on the payment gateway that is linked in Bold Subscriptions V1 and the payment gateway you are using in Shopify, additional steps may be required.

Please see the video above for all payment gateway considerations between Bold Subscriptions V1 and Shopify.

 


 

Next Steps

Once you have completed all of the steps outlined above, reply back to your open ticket with our Customer Success team to schedule a migration with our Migrations team.