Standard Subscriptions

Overview

Setting up a standard subscription group on your store is great to allow your customers to purchase any of your products on a recurring basis. This option is useful if you have a large inventory on your store, or need to create multiple subscription groups.

Adding multiple products to one subscription group is useful if you are allowing the Swapping of products. This will allow your customers to change their subscription to any other product within the same subscription group.

Creating multiple subscription groups is beneficial in order to allow you to set different discounts, intervals, and information for each different subscription group.

Visit our Standard Subscriptions demo store.


Functionality

Once a Standard Subscription group has been created and activated in Bold Subscriptions, a subscription widget will appear on the product page that customers will see and can select to purchase the product on a recurring subscription: 

Standard Subscription Widget Example

If a Standard Subscription is set to only be purchasable as a subscription, the subscription widget will remove the One-time purchase option. When the product is added into the cart by a customer, the product will be added as a subscription product by default. 

When a user proceeds into the checkout page, if they have a subscription product in the cart, they will be directed to Bold Subscription's checkout page. This checkout page must be used in order for the products in the subscription to be captured as a recurring subscription in the Bold Subscriptions app. 


Setup

To get started with creating the Standard Subscription group on your store, please follow these steps:

  1. From within the Bold Subscriptions app, select Subscriptions, then My Subscriptions.

  2. Select Create Subscription Group.

  3. Enter an Internal Subscription Name.

  4. Select a Subscription Type.
    Note: 
    If you choose standard, please continue with this guide. If you select Convertible, visit our Convertible Subscriptions article to set this up.

  5. Under "Step 2: Select Product(s)", select Select products.

  6. Select ADD next to the product(s) you wish to add.

  7. Select Continue with selected products.

  8. Select the Allow Swapping of Products check box (optional).
    When this option is selected, your customers will be able to swap the product they are subscribed to with another product in the same subscription group.

  9. Under "Step 3: Select Intervals", you are given two options:

    Select Inverval Options Example

    • Let customer select order interval

      • This option allows customers to select the product's subscription frequency interval. The frequency intervals can be set to Days, Weeks, Months and Years, allowing customers to choose how often they want the subscription to renew again.
    • Set a fixed order interval

      • This option allows you to select a set frequency that the subscription will renew on. Similar to the customer select order interval option, you can choose Days, Weeks, Months or Years. If Weeks or Months is selected, you can also select which day of the week or which day of the month all customers recurring orders are generated on. 
  10. Select Subscription only or Subscription and one time purchase for the recurring option. 

  11. Select a Maximum Subscription Length (optional).

    Note: If Maximum Subscription Length is enabled, you can also setup Prepaid Subscriptions by enabling "Allow customers to prepay for subscriptions" and then adding in prepaid frequencies.

    Prepaid Enable Option

    Prepaid Frequency Example

  12. Set a Minimal Fulfilled Order Requirement amount (optional).

  13. Under "Step 4: Offer a Discount", select Offer the same discount on all orders or Offer different discounts on initial and recurring orders and enter a discount amount you would like to offer (optional).

  14. Select Save.


Next Steps:

  • When a subscription group is set to start, you will be able to view the subscription widget on the product page. It is important to test it before allowing your customers to subscribe; this will ensure it is set up to your specifications. Please visit Create Test Orders with Bold Subscriptions for steps on placing a test subscription order.
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