Product Shuffle Subscriptions

Overview

Bold Subscriptions gives you the flexibility to set up subscription boxes that will automatically rotate products in and out of a customer's subscription.

 Caution

This feature is only available on the Advanced plan tier. Please contact our Merchant Success team once you've upgraded your plan. There are some adjustments required on our end to enable certain features of the Advanced plan.

The app uses a collection of products to build your customer's subscription order, then sends it to them at the pre-determined intervals. This feature is a great way to offer mystery box-style subscriptions.

Note: This feature requires Bold Cashier to function correctly. 


Functionality

After a customer purchases a product that is set as a subscription variant in the Product Shuffle section in Bold Subscriptions, the customer's subscription will automatically rotate between products set in the chosen collection for the subscription variant. 

The admin within Bold Subscriptions includes configuration for setting up a link between a "shell product" (the Recurring Orders product that a customer subscribes to) and an automated collection. Once the customer subscribes to a shell product, they will receive a different product from the automated collection for each order. The first item they receive will be the first product listed in the automated collection. Otherwise, the product picked will be based on multiple factors including:

  1. Previously picked products*.
  2. The amount of products in the automated collection.
    • A loop in products received will occur much faster if the automated collection has a small amount of products.
  3. Previously skipped products (Only if the inventory management feature is turned on).

*If the order of the automated collection is set to a dynamic value, such as sorting by "Best Selling", this will negatively influence the product picks. This is because the consecutive order of products in the automated collection is always changing, thus the product picker could pick the same item twice for two different orders due to the product's rank changing and moving it up or down the list of products. 

Product Shuffle looks up picks based on these two pieces of information for the customer and uses the position of the most recent item picked for the customer in the linked smart collection as a starting point (Note: If the item is no longer in the collection it will default to the first position/item in the collection). Based on this information, it will proceed to pick the next item(s) using the following approach:


Inventory management turned off:

  • Pick the next item in the collection based on the most recent previous item's position regardless of inventory.

Inventory management turned on:

  • Skip option is enabled:
    1. If the next item in the collection is not above the stock threshold level, Bold Subscriptions will simply skip this item and continue on to the next item until the app finds a product that is in stock.
    2. When Bold Subscriptions finds an item with stock above the threshold, the app will check the product repeat distance set in the Product Shuffle group to ensure the app hasn't picked the item X amount of items ago.
      1. If it is not unique based on the product repeat distance, Bold Subscriptions will skip the item.
    3. Bold Subscriptions will not revisit missed items while skip is enabled.
  • Postpone option is enabled:
    1. If there are any missed picks from previous runs of the algorithm, Bold Subscriptions will attempt to look at these first.
    2. The app will perform the same checks to ensure the missed pick is both in stock and unique based on the product repeat distance.
    3. If not, the app will continue on to the normal selection of items based on the most recent previous pick's position.
    4. If the next item in the collection is not above the stock threshold level, the app will skip this item and add it to the customer's missed picks.
    5. When Bold Subscriptions finds an item with stock above the threshold, the app will check the product repeat distance (PRD) set in the Product Shuffle group settings to ensure the app hasn't picked the item PRD amount of items ago.
      1. If it is not unique based on the product repeat distance, the app will skip the item.
      2. If it is unique, the app will pick it.

If Bold Subscriptions is unable to pick items because all items considered are either out of stock or also not unique based on the PRD, product shuffle will fail the order.

  • If the order is from the storefront (first order created by the customer), the app will have to manually retry the job. 
  • If the order is from Bold Subscriptions (a recurring order that was created automatically), the order will fail and should be reattempted the next day.


Setup

To get started with creating a Product Shuffle group on your store, please follow these steps:

First, you'll need to create a container product that your customers will subscribe to on the storefront.

The container product holds all of the customer's subscription information. The Product Shuffle group essentially uses this item as the "box" for your subscription.

To create your container product, please follow these steps:

  1. From Shopify's admin, select Products.

  2. Select Add product.

  3. Enter a Title.

  4. Enter a Description (optional).

  5. Select Upload image (optional).

  6. Enter a Price.

    Note: This will be the price of your subscription box.

  7. Under "Inventory settings", select Don't track inventory.

    Note: Subscriptions will track the inventory of each product contained in the Product Shuffle group. The inventory of the container product is irrelevant.

    Select Don't Track Inventory

  8. Select your Shipping settings.

    Note: If you're using weight-based shipping rates, you'll need to approximate the weight of your entire subscription box. Subscriptions will use the weight of this product to determine your shipping costs; not the weight of each item in the order.

  9. Select Add Variant (optional).

    Note: This step is required if any of the products in your box contain specific variants. Product Shuffle will match the customer's selected variant, on this product, with any products in the box that contain the same variant name. For example: You sell a clothing box as your "mystery box"; the customer only wants to receive large t-shirts; they select the "large" variant of this product; Product Shuffle then matches this with all the large variant t-shirts you select in Step 3.

    Select Add Variant

  10. Select Save product.

Next, you'll need to create the subscription group. This will determine your subscription intervals and how long your customers will be subscribed.

To create the subscription group, please follow these steps:

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

  2. Select Create Subscription Group.

  3. Enter an Internal Subscription Name.

  4. Under "Subscription Type", select Standard.

  5. Choose Select products.

  6. Select ADD next to your container product.

  7. Select Continue with selected products.

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

    Note: We recommend against selecting this option as it can change your subscriber's variant history. Allowing these changes can cause issues with subscriptions that are specific to a variant (ex: shirt sizes).

    Select Allow Swapping of Products

  9. Under "Select Intervals", choose either:

    • "Let customer select order interval"

      1. Select the intervals you would like to offer.

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

        Select Intervals

      2. Enter a Maximum Interval Length.

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

    • "Set a fixed order interval"

      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.

        Select Intervals

  10. Select Subscription only.

    Select Subscription Only

  11. Under "Maximum Subscription Length", select either:

    • "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.

  12. Under "Minimal Fulfilled Order Requirement", select either:

    • "Off"; or

    • "Customer can cancel after at least XX orders."

       

      • Enter a number.
  13. Under "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

  14. Select Save.

From here, you'll need to tag the products you want to offer in the Product Shuffle group and create a smart collection of these items.

The smart collection will become the products you want to offer in the Product Shuffle group, and tagging them will pull them all into one collection.

Please follow these steps to tag your products and create a smart collection:

  1. From Shopify's admin, select Products.

  2. Select a product you want to include in the Product Shuffle group.

  3. Under "Tags", enter a product tag.

    Note: You can enter any name you would like for the tag, just be sure to record this tag for later. You'll need to enter the exact same tag for each product.

    Enter Product Tag

  4. Select Save.

  5. Repeat Steps 2 - 4 for every item you want to have in the group.

  6. From Shopify's admin, select Collections.

  7. Select Create collection.

  8. Enter a Title.

  9. Enter a Description (optional).

  10. Under "Conditions", select Product tag is equal to.

    Note: You'll want to leave the collection type as "Automated". This will auto-populate the collection as you tag more items.

    Select Product Tag is equal to

  11. Enter the product tag you created in Step 3.

  12. Select Save.

    Note: After creating the collection you'll have the option to "sort" the products. The order in which you sort these products is the order in which they will be shipped. For example: Your products are sorted B, C, and A; there's only 1 item sent per order; the first product sent would be B, then C, and then A.

Lastly, you'll create your Product Shuffle group to tie everything together.

Please follow these steps to create your Product Shuffle group:

  1. From within Bold Subscriptions, select Enterprise Features, then Product Shuffle.

  2. Under "Subscription Variant", select the container product (created in Step 1).

    Select Subscription Variant

  3. Enter a Product Quantity.

    Note: This is the number of products that will ship per order.

  4. Under "Collection", select your smart collection (created in Step 3).

    Select Subscription Collection

  5. Select Save.


Next Steps:

  • When a subscription group is set to start that is tied to a Product Shuffle group, 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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