Installation Guide for Bold Subscriptions

We offer a few different options to help you complete this installation on your store:

  1. An automatic installer
  2. The ability to request a professional installation from our team
  3. A step-by-step guide on completing this manually

Before you start, we highly recommend creating a Duplicate version of your Shopify theme to ensure you have a copy without our code installation.

 Alert

Please note that this article only relates to Version 1 of Bold Subscriptions. If you have Version 2 of Bold Subscriptions installed on your store, please visit Subscriptions V2 Overview.

If you are unsure of which version of Bold Subscriptions that you have currently installed, please visit Bold Subscriptions V1 & V2 Comparison.

 


 

Request a Subscriptions V1 Install

Automatic Install

When you first install Bold Subscriptions V1 to your store, it will immediately take you to a screen that mentions the importance of running an automatic installation on your store.

Theme Liquid Update

If you are not seeing this option, please navigate to Help > Install to Theme.

Selecting Begin update will allow you to choose your preferred theme that you would like to complete the automatic code installation on for Subscriptions V1.

 Pro-Tip

When selecting which theme to update, there will be a check box that says: "I have created a backup of this theme"

We recommend creating a Duplicate version of your Shopify theme to ensure you have a copy without our code installation.

Once the checkbox is selected to confirm you have a back up version of your theme, you will be able to proceed with the code installation.

If your current theme is not compatible with our automatic installation tool, the app will automatically notify you. If this happens, you can rollback your theme to its previous state.

When the installation has not been completed in full, reverting the changes will automatically create an installation request for our team to assist you further.

 


 

Expert Install

This option creates a ticket request with our installation team, which is then scheduled to be completed by our experts. By selecting this option, you will be asked to confirm which theme you would like this code installation completed on.

All of these requests are completed manually on a rotational basis. You will receive an email notification upon completion.

 Alert

Please ensure that we have an active staff account for your store prior to submitting your installation request. Please visit Create a Shopify Staff Account for more information.

To request an expert install, please follow these steps:

  1. From within Bold Subscriptions V1, navigate to Help, then Install to theme.
  2. Under the automatic theme update information, select expert theme update service.
  3. Review the terms, then select I have created a staff account for Bold.
  4. Select the theme you would like the code installation to be completed on.
  5. Select Submit Request.

 


 

Manual Install

This step will instruct you on how to complete the Liquid code installation yourself. This method of installation is only suggested if you have a strong knowledge of Liquid coding.

Before you start the installation, it is highly recommended creating a duplicate of your preferred theme. This allows you to test your installation before making the theme live on your store.

Note: Our installations team recommends completing an automatic installation first. The manual installation steps below can then be followed to ensure that everything is added correctly and displaying properly on your store.

 


 

Step 1: Add the bold-common File

  1. From the Shopify admin, select Online Store.
  2. Select Actions.
  3. Duplicate the theme you would like the installation completed on.
  4. Select Edit code on the duplicated theme.
  5. Under Snippets, find the following files:
    bold-common.liquid
    bold-ro-init.liquid

    Find_Snippet_Files.png

  6. If they don't currently exist, select Add a new snippet.
    1. Enter the correct snippet name.
    2. Select Create snippet.

      Select_Create_Snippet.png

    3. Copy and paste the code from the following links:

      Paste_Bold_Common_Code.png

    4. Select Save

 


 

Step 2: Edit bold-common.liquid

  1. Under Snippets, select bold-common.liquid.
  2. Copy and paste the following code in to the bottom of the file:
    {{ 'https://ro.boldapps.net/v2_ui/js/ro.js' | script_tag }}


    Bold_Common_Liquid_Tag.png

  3. Select Save.

 


 

Step 3: Edit theme.liquid

  1. Under Layout, select theme.liquid.
  2. Copy and paste the following code directly above the </head> tag:
    {%- render 'bold-common' -%}
    {%- render 'bold-ro-init' -%}

    Bold_Code_Theme_Liquid.png

  3. Select Save.

     

 


 

Step 4: Edit customers/account.liquid

This step explains how to add the Manage Subscriptions page link in to the customer’s account details page. Without this link being inserted into an obvious area, subscribers may find it difficult to locate where to manage their subscription.

We recommend inserting this link into the recommended location, though other locations can be utilized as well - like in your main navigation bar. This link can be moved around to your liking.

  1. Under Templates, select customers/account.liquid.

    Select_Customers_Account_Liquid.png

  2. Under the line:

    {{ 'customer.account.details' | t }}

    or:

    {{ 'customer.account.title' | t }}

    copy and paste the following code:

    <p><a href="/tools/checkout/api/manage/subscription/app" class="text-link">Manage Subscription</a></p>

    If you are not seeing either of the codes above, you can add this under the </header>
    Manage_Subscription_Code.png

  3. Select Save.

 


 

Step 5: Edit product.liquid

  1. Under Templates, select product.liquid. It may redirect you to product-template.liquid depending on your theme.
  2. Add this code where you want the widget to display. The widget can be placed anywhere within a <form> or {%form%} on the product page. The widget normally is placed above the Add to Cart button or the Quantity Selector:

    <div class="ro_widget"></div>

    Note: This step is optional, as the app will try to automatically place the widget if this step is not done manually. If you would like to move the subscription widget on the product page, you can do so by moving the line of code mentioned above either up or down the liquid file between the <form> or { % form %} start and end lines.

    Widget_Placement_Product_Template.png

  3. Find the add to cart input or button and add the class addtocart. If no class already exists, you'll need to create one. Your existing code should look something like the following:
    <button type="submit" class="btn" name="add">Add To Cart</button>

    which should be changed to:

    <button type="submit" class="btn addtocart" name="add">Add To Cart</button>

    Steps_5-7.png

  4. Select Save.

 


 

Step 6: Edit cart.liquid

  1. Under Templates, select cart.liquid.

    Note: If your theme contains sections, you may have to look for this code under Sections in cart-template.liquid instead.

    Select_Cart_Liquid.png

  2. Find a line of code similar to:
    {{ item.price | money }}
    On newer themes, it may be:
    {{ item.final_line_price | money }}

    Note: This code may be referenced differently depending on the theme you are using. In some themes, this code may not exist at all. If it is contained within your theme, the code will include a reference to price.

    Final_Line_Price_Snippet_in_Cart.Liquid.png
  3. Copy and paste the following snippet of code above this line:
    <span class="Bold-theme-hook-DO-NOT-DELETE bold_cart_item_price" data-item-key="{{item.key}}" style="display:none !important;"></span>
  4. Find a line of code similar to:
    {{ item.line_price | money }}
    On newer themes, you may be searching for:
    {{ item.final_line_price | money }}
  5. Copy and paste the following snippet of code above this line:
    <span class="Bold-theme-hook-DO-NOT-DELETE bold_cart_item_total" data-item-key="{{item.key}}" style="display:none !important;"></span>
  6. Find a line of code similar to:
    {{ cart.total_price | money }}
  7. Copy and paste the following snippet of code above this line:
    <span class="Bold-theme-hook-DO-NOT-DELETE bold_cart_total" style="display:none !important;"></span>{{ cart.total_price | money_with_currency }}
  8. Add the following pieces of code where you want the descriptions to display:
    <span class="bold_ro_desc" data-product-id="{{item.id}}-{{ forloop.index0 }}"></span>
    <span class="bold_load_cart_item_properties"></span>

    Bold_Recurring_Descriptions.png

  9. Place {% comment %} and {% endcomment %} tags around any existing properties loop:

    Insert_Comment_Tags.png

  10. Copy and paste the following line of code around any third-party checkout buttons:
    <div class="additional-checkout-buttons">{{ content_for_additional_checkout_buttons }}</div>

    Note: Subscriptions is not compatible with additional checkout buttons. In order for your customer's orders to reoccur, the built in Subscriptions checkout must be used. PayPal, AmazonPay, ApplePay, and GooglePay are not supported within the Subscriptions checkout.

    Insert_Additional_Checkout_Script.png

  11. Select Save.

 


 

Next Steps

Once this installation is completed on your store, the subscription widget and the Manage Subscription page should start appearing on your store.

We recommend that a Test Order with Bold Subscriptions V1 be created so you can review how orders appear and how they are managed by your customers.

 


 

Code Removal

If you would like to remove the liquid code from your theme, the liquid code can be removed by deleting the snippet files, asset files, and the code includes mentioned in the instruction steps above.

You can otherwise request a code removal by contacting our Merchant Success team.

And you can remove the app from your by following this guide: Uninstall an App from Your Store

 

Note: If you are experiencing issues with performance on the storefront with Bold Subscriptions V1 after completing the steps above, we recommend requesting an expert installation, as your theme may require further liquid code changes. See previous step Request a Subscriptions V1 Install > Expert Install for more information.

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