Custom Pricing V1 & Bold Subscriptions Integration

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Warning!

Custom Pricing must be enabled in the Variant Dependant Method - Version 1 for this integration. Bold Subscriptions is not able to create your wholesale subscription groups unless Custom Pricing is using this method. Visit Discount Methods in Custom Pricing and Switch Discount Methods in Custom Pricing for more information on this method and how to switch.

Overview

Custom Pricing is integrated with Bold Subscriptions to allow you to offer products to your wholesale customers on a subscription basis.

This integration provides your customers with their wholesale discount and creates a recurring subscription of items. You can choose which products you want to offer on as a subscription, along with the shipment intervals.

Note: If your pricing groups are changed at all, you will need to reselect these variants in your subscription groups. As well, all of your product pricing groups should be created before proceeding with this guide.

To integrate Custom Pricing and Subscriptions, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select the Apps option from the left side of your Shopify admin

  2. Select Recurring Orders & Subscription Box App by Bold.

    Select Recurring Orders & Subscription Box App by Bold from your list of apps

  3. Select Subscriptions, then My Subscriptions.

    Select Subscriptions, then My Subscriptions from the left side of your Subscriptions admin

  4. Select Create Subscription Group.

    Select the Create Subscription Group button located just above the table of your subscription groups

  5. Enter an Internal Subscription Name.

    Enter an internal subscription name to the right of Step 1

  6. Select a Subscription Type.

    Select your subscription type from the dropdown menu below the previous box

  7. Under "Step 2: Select Product(s)", choose Select products.

    Choose the Select Products button on the right side of the screen beside Step 2

  8. Deselect the Group variants by products option.

    Deselect the Group Variants by Products option underneath the dropdown menu for Search by product type

  9. Select Search.

    Select the Search button just above your list of products

  10. Select ADD next to each of your product pricing variants.

    Note: Only select the variants that relate to the product pricing group you're creating a subscription for. For example: select every "gold-status" variant if you're creating a subscription group for your "gold-status" customers.

    Select the Add button to the right of each variant name

  11. Select Continue with selected products.

    Select Continue with Selected Products in the bottom right corner of the pop-up window

  12. Select the Allow Swapping of Products check box (optional).

    Note: With this option selected a customer will be able to swap the product they are subscribed to with another product in the same subscription group.

    Select the Allow Swapping of Products button to the right of Step 2's description

  13. Under "Step 3: Select Intervals", select:
    • The Let customer select order interval radio button.
      1. Select the intervals you would like to offer.

        Note:  You must select at least one interval: day, week, month, and/or year.

      2. Enter a maximum interval length.

        Note:  This is the maximum interval a customer can select, and will show as a drop-down before the time length (ex. Ship every 2 months).

      Select your interval options to the right of Step 3

    • The Set a fixed order interval radio button.
      1. Under orders will be processed every, enter a number.
      2. Select Day(s), Week(s), Month(s), or Year(s).

        Note: If you select monthly or weekly, you can choose a particular day to charge customers or you can charge them on the anniversary of their purchase date.

      Continue selecting your interval options

  14. Select Subscription only or Subscription and one time purchase.

    Note: This will allow customers to purchase the same items as either a one-time purchase or subscription product. We generally recommend selecting Subscription and one time purchase to provide your wholesale customers with more options.

    Select Subscription Only or Subscription and one time purchase underneath the intervals section

  15. Select "Maximum Subscription Length":
    • No limit - the subscription will continue until it is canceled.
    • Set max number of recurring orders to - lets you specify how long the subscription will last. Selecting this allows you to add an ongoing option and to enable customers to prepay for subscriptions if selected.

    Select your subscription lengths from the options to the right of How long would you like subscriptions to last?

  16. Under "Minimal Fulfilled Order Requirement", select:
    • Off; or
    • Customers can cancel after at least XX orders.
      • Enter a number.

     

  17. Under "Step 4: Offer a Discount", select which discount to offer on subscriptions:
    • No Discount.
    • Offer the same discount on all orders.
    • Offer different discounts on initial and recurring orders.

    Note: We generally recommend selecting No Discount as these customers will receive their wholesale discounts on this subscription.

    Select one of the options to the right of Step 4

  18. Select Save.

    Select Save in the bottom right corner of this screen

  19. Repeat Steps 5 - 19 for every pricing tag you have in Custom Pricing.

    Repeat Steps 5 - 19

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