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!
Top 10 What's New with Bold Subscriptions for Shopify Checkout
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.
- Navigate to Bold Subscriptions on the Shopify app store.
- If it prompts you, enter your .myshopify.com URL.
- Accept the App Permissions, then click Install App.
- 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.
- 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:
- Activate Subscriptions for Shopify Checkout - this guide takes you through the in-app onboarding flow, which includes setting up your first subscription group.
- Manual Installation Guide for Bold Subscriptions - this guide allows you to install manually. Your subscriptions groups can be created separately in the next step.
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We recommend working on an unpublished theme to allow you to test Bold Subscriptions for Shopify Checkout without impacting your live storefront.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 any of the following articles:
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.
Step 5. Create a subscription test order
Video Walkthrough
Once your subscription group has been created, it's best to place a test order for one of your subscription products to make sure everything is working as it should. This also allows you to see everything on your store exactly how your customers will see it.
Shopify Payments allows you to put your store into test mode. This will help you create a test order on your store without having to make a live payment. For detailed instructions, please visit Shopify's help article.
To complete a test purchase on your store, please follow the steps below.
- From your storefront, navigate to a subscription product page.
- Choose a subscription frequency, and click Add to Cart.
- Complete the checkout through Shopify's Checkout.
Note: If you have test mode enabled on your store, please use the following payment information:
Card Number: 4242 4242 4242 4242
Choose any name, a future expiration date, and CVV - Within Bold Subscriptions, navigate to Subscriptions.
- From here, locate your subscription purchase and view options to manage.
Bold Subscriptions does not interact with fulfillment of your orders such as sending out your products or generating shipping labels. The order fulfillment must be processed the same way that one-time orders are processed on your store.
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.