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Create a Convert to Subscription Upsell

Brysen
Brysen
  • Updated

Bold Upsell integrates with Bold Subscriptions for Shopify Checkout to allow you to convert a one-time purchase into a recurring subscription in the Upsell modal. This helps you increase your lifetime customer value.

Example

Upsell a subscription example Gif

This article outlines the requirements of converting a one-time purchase to a subscription purchase as well as provides step-by-step instructions on how to create this kind of offer.

 


 

Requirements

Both Bold Upsell and Subscriptions for Shopify Checkout must be installed on your store prior. Both apps can be installed through the following links:

 


 

Setup

Note: This integration only allows you to convert a one-time purchase into a standard subscription using the Upsell feature. Converting a one-time purchase into a prepaid subscription or cross-selling a different subscription product are not available at this time.

Walkthrough

With both apps installed, please follow the steps below to create your Upsell offer.

Step 1: Add Trigger Product into a Subscription Group

  1. Within Bold Subscriptions, click Subscription groups.
  2. Click Create subscription group.
  3. Enter a Group name.

    Note: This is an internal name, your customers don't see this.

  4. Click Select Products.
  5. Click the checkbox beside all of the products you'd like to include in the group.
  6. Click Confirm.
  7. Set your Subscription Frequency. Select Days, Weeks, Months or Years.

    Note: All frequencies appear as selectable options in the upsell modal.

  8. Click Show advanced options. There are a few different options to choose from depending on the frequency you have selected. These are as follows:
    • On purchase day: This causes the customer's subscription to renew based on the date of their initial purchase.
    • On specific day of the month: This causes the customer's subscription to renew on the same day every month; regardless of their date of purchase.
    • Custom occurrence: This allows you to set up custom logic for when your customers subscriptions renew. Additional choices show after selecting this option.

      Note: If either of the last two options are selected, you have the ability to Use cutoff days.

  9. Enter Frequency name.
  10. Click Save Frequency.
  11. Optional: Click Add new frequency and repeat steps 7 - 10 for additional frequency intervals.
  12. Click Offer a discount for subscribing. 

    Note: This provides a Subscribe & Save! incentive to your customers. Discounts applied within this area for Bold Subscriptions recur on every order for this product and appears in the upsell modal.

  13. Click Save Changes.

    Note: Newly created subscription groups are activated on your storefront as soon as they are saved.

 

Step 2: Create Upsell Offer

  1. Navigate to Bold Upsell > Offers and click Create New Offer.
  2. Enter an internal name for your offer.
  3. Click Set a trigger.
  4. Expand the Event trigger dropdown menu, and select Product Page Pop-up.
  5. Select Upsell.

    Upsell.png

  6. Under Trigger products, select Trigger an upsell on specific products.
  7. Click Select Products, and select the product you have added to your subscription group.
  8. Click Save Selection.
  9. Click Save Products.
  10. In the Upsell offer section, click Set an offer.
  11. Enter a Title and Description.
  12. Click Upsell a subscription.

    Click Upsell a subscription

  13. Optional: Click Set Date Range, and enter a Start and End date.
  14. Click Save Offer.