Reports & Analytics in Bold Subscriptions

 Pro-Tip

Please note that this article only relates to Version 1 of Bold Subscriptions. Please visit Bold Subscriptions V1 & V2 Comparison for more information on determining which version of Bold Subscriptions you are currently on.

Overview

With Bold Subscriptions V1, all your customer and order information are available within our reports. This information can be exported for specific information from your store, or can be reviewed as general reports and analytics directly within the app.

The analytics within Bold Subscriptions V1 are based on the average length of time that someone stays a subscriber on your store. This information can vary within the first few months of using the app, as it is based on orders.

For more information on the Reporting and Analytics available within Bold Subscriptions V1, please select a dropdown option below:

 


 

Within the Reports > Reporting & Analytics section of our app, you will be able to see key metrics that detail your stores analytics. These statistics are updated in real-time, so be sure to check this page often to see how your store is improving! This area allows you to track revenue, total subscribers, month over month income, and so much more. 

This area calculates your estimated subscription revenue for the next 7, 30, and 365 days. Orders that are set to recur in this time frame are taken into consideration, and frame your expected Subscription growth over that time period. You are able to review your stats as you begin using Bold Subscriptions V1.

 

Failed Transaction Log

If you notice that the orders within the customers tab are showing as failed, then the information will be within the Failed Transaction Log. Within the Bold Subscriptions V1 app, you will be able to review each transaction on your store that had failed, and the reason. Generally, transactions will fail due to credit cards being declined. If you know there is a new credit card for the customer, it can be entered within this section and updated to try again.

 Pro-Tip

Orders will always complete between 4-9 AM, CST each day. If you notice an order failed in the transaction log, it will try to complete the next day again depending on your stores Dunning Management Settings.

Occasionally, you may see an error message within this section relating to a declined purchase. If you see this, we recommend searching the error message you see within your payment gateway, or contacting them directly for further information.

 

Message

Description

The orders gateway does not match the stores gateway

If the account attached to the payment gateway was recently changed, it may cause this error to appear. For more information, please contact our Merchant Success Team.

Could not fetch products from Shopify

Information from Shopify was unable to be received within the Bold Subscriptions app. Usually these orders will process successfully once the order retries.

Deleted Product

Products that the customers have subscribed to were deleted from Shopify. This can be resolved by using the Manage Deleted Product tool, or swap/remove the products that have been deleted from Shopify.

Insufficient Inventory

There is not sufficient inventory within Shopify to create this order. Increase the inventory for the product to resolve this message.

Internal Server Error

This error message means that there may be a bug, or an outage on Shopify. Orders will likely process successfully when it retries.

No valid shipping methods for order

To resolve this error message, add a valid shipping rate for the subscription. For more information, please contact our Merchant Success Team.

{"customer":["Email contains an invalid domain name"]}

Shopify will not let Bold Subscriptions create the order, because the email address provided is not from a valid domain name. To resolve this, the customer should update their email address within Shopify.

Some error codes appear directly from the Payment Gateway. Please review the error code information for Stripe and Braintree, here:

 

Insufficient Products

If you are tracking inventory through Shopify, Bold Subscriptions will sync with those inventory numbers. If you are not tracking your inventory, your orders will continue to generate even if you are out of stock.

If you are tracking inventory and run out of product:

  • Subscriptions will attempt to process the order every day until there is enough stock to fulfill it. 
  • Emails will be sent to the shop admin.
  • The order will be delayed until the inventory is replenished.
  • If a customer has multiple items in their subscription order and only one item is out of stock, the entire order will be delayed.

The order will be processed the day after stock has been added to the inventory count.

You can check within Bold Subscriptions v1 to determine if you have any upcoming insufficiencies for your products by selecting Reports, then Insufficient Products:

Select Reports, then Insufficient Funds


Exporting Data

When you need to get more information about your customers and their subscriptions, Bold Subscriptions V1 has a built in reporting feature that provides a wealth of information for your store by your preferred filtering software (Excel, Numbers, etc).

These reports can be accessed by opening Bold Subscriptions V1, and navigating to Tools > Export Data. Currently, the following information can be exported from our app:

Export Data Information

With these reports, you can see all your stores upcoming orders, transactions, customer activity, and other helpful information.

Take advantage of our "Customer Activity" report. This export can be set to a specific date range, and can show you a particular activity that your subscribers have been initiating, such as customers that have paused a subscription on your store, purchased a new subscription, etc.

Did they swap a product? Deleted a product? Maybe they tried to cancel, and you want to know the reason they left? All these options are available within this section.

Within the Tools > Manage Pricing section of Bold Subscriptions V1, you will be able to globally change the pricing of a product in your Shopify store; As well as all existing subscriptions. When pricing is adjusted within this area, it can be changed to a completely new price, or by modifying it by "+" or "-" a certain amount.

If you change a product price within Shopify, this change will not reflect on any customer's order who is subscribed to that product. Instead, it will offer them the original price as a "grandfathered" rate.

The Manage Pricing tool will help you do a complete price override, which updates the product price in both Bold Subscriptions V1 and Shopify. This ensures that changes of the items cost will reflect on future orders, and current orders.

Depending on your current Bold Subscriptions V1 email settings, this adjustment may trigger an email that goes to all customers that are affected by this update.

If a product or variant is deleted within your Shopify store that exists within a subscription, it will have to either be replaced with a new item, or removed all together.

Depending on your current Bold Subscriptions V1 email settings, this adjustment may trigger an email that goes to all customers that are affected by this update.

The built-in Inventory Forecasting tool helps your store know exactly what is required in stock to ensure you have enough inventory to fill your future subscription orders. This area also predicts what you will need on top of scheduled subscriptions based off average sales.

Example

For example, if you have 10 items scheduled to process within the next 30 days, but sell 3 subscriptions on average a month, the app will predict that you need 13 items. If they do not have enough inventory within Shopify, they will be highlighted in red.

The inventory levels update once daily within this section.

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