Integration Hub for Bold Subscriptions

Overview

Bold Subscriptions is packed with features, and can integrate with additional third party apps to help with best utilizing these features to their full potential. We have made sure that our integrations are helpful, and allow your store to achieve unique business models.

All the integrations within this article are completely supported and built in to Bold Subscriptions. They work together to help you accomplish more within our app for your Shopify store.

For a full list of all the apps that work well with Bold Subscriptions, please see our sections below:

 


 

Integrations with other Bold apps

Bold Subscriptions pairs well with many of our own apps to help your store market exactly how you'd like. This includes features like adding the ability to subscribe to wholesale amounts, customizing your products, rewarding your customers for their purchases, etc.

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

This integration provides your customers with their wholesale discount, and creates a subscription for those items. You have the ability to choose which products you would like to offer as a subscription, along with the shipment intervals.

 Alert

To complete this integration, Bold Custom Pricing must be enabled in the Variant Dependant Method. This is required to be able to create your wholesale subscriptions. Please Switch Discount Methods in Custom Pricing to proceed.

 


 

Functionality

When a customer subscribes to one of your discounted wholesale variants, Bold Subscriptions will keep the customer subscribed to that product and pricing on a recurring basis. If you remove this customer's Custom Pricing tag from the Shopify admin, they will still be subscribed to the products at a discounted rate.

If you notice that one of your customers is receiving a discount on their subscription that they are no longer eligible for, we would recommend adjusting the product price or swapping the variant to the correct one within Bold Subscriptions.

Bold Custom Pricing creates "groups". Depending on how this is set-up on your store, the Custom Pricing app will automatically delete and remake your stores product variants. If your subscriptions are set-up before the Custom Pricing groups are created, you may have to ensure that the two are properly connected.

For more information please visit our Manage Deleted Product tool article in Bold Subscriptions.

Here is a list of some actions that would cause a group of variants to be replaced within the Custom Pricing app:

  • Deleting a Group.

  • Saving a Group.

  • Toggling a group on or off.

  • Changing a price for a product in the Detailed Pricing section of Custom Pricing.
  • If we receive a partner_shop_updated webhook

 


 

Quantity Breaks

Once a customer subscribes, they will have the ability to manage their order through the Manage Subscription Page. From here, the quantity of their orders can be updated.

If your customer has a discount applied to their order through a Quantity Breaks rule, this will be fixed for the entire length of their subscription, even if the quantity is edited. At this time, you will have to offer subscriptions within all of the Quantity Breaks prices. This compatibility would be unable to limit subscriptions to only certain quantities purchased.

 


 

Setup

If you change your pricing groups after this is set-up, you will need to reselect the variants in your Bold Subscriptions groups.

To offer wholesale pricing on your subscription products, please follow these steps:

  1. Review your store to ensure that you are currently on the Variant Dependant Method of Bold Custom Pricing.

  2. Follow this guide to create your& Custom Pricing Groups.

  3. Follow this guide to create a Standard Subscription.

  4. Under "Step 2: Select Product(s)", deselect the Group variants by products option.

    Group Variants by Products Selection

  5. Search for your product pricing variants, and select ADD on them.

    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 your'e creating a subscription group for customers who are eligible for these items as subscriptions.

  6. Complete the rest of the Subscription set-up how you'd like.

  7. Save the Subscription, and test. 

As with the Custom Pricing side of this app, changing aspects of your Quantity Break groups will cause the variants to be deleted and remade. As above, you would need to use the Manage Deleted Products tool in Bold Subscriptions to replace the products, if this were to happen. 

Here is a list of some actions that would cause a group of variants to be replaced by the Bold Quantity Breaks app:

  • Deleting a quantity break group.

  • Saving a group.

  • Toggling a group on or off.

  • Saving your display settings.

Loyalty points is a Bold Commerce app that allows you to offer points and rewards to your customers based on their purchases, referrals, and social media interaction on your store. This can be used to bring new customers to your store, create bonus point events to encourage orders, and offer discounts for loyalty.

When using Bold Loyalty Points with Subscriptions, your customers will be able to earn points from purchasing subscription products, and making one-time purchases on your store. The only limitation with this integration is that your customers can only claim their reward points on discounts for products that are one-time purchase orders.

Visit our Bold Loyalty Points & Rewards page for more information.

If you offer customizable products on your store, then you may be interested in Bold Product Options. The premium version is a fantastic way to offer a unique product to your customer, and will help with avoiding Shopify's 100 variant limit. You are also able to add additional costs and customizations to your products based on your customers selections, and would add a personal touch to your Standard or Convertible Subscriptions.

Bold Product Options creates line properties for your customers personalized selections that appear within the Bold Subscriptions orders made on your store. This information appears within both the Bold Subscription order, and the Manage Subscription Page for your customer.

Using Options, you're able to receive additional information about your products such as size, scent preferences, and even optional questions about your customers to better customize their Subscription.

Subscription Product Options Example

 


 

Setup

To ensure that the Bold Product Options information carries over to Bold Subscriptions, please follow these steps:

  1. From Shopify's admin, select Apps.
  2. Select Bold Subscriptions.
  3. Select Settings, then Display Settings.
  4. Select Checkout Page.
  5. Ensure that "Enable line Item Properties Display" is enabled on your store.
  6. Select Save.

Once this setting is enabled on your store, your customers will be able to review their customized product within the Manage Subscription page. This information will also be viewable within both your Shopify Orders section, and the Subscription customers tab.

 


 

Use the "Add to Existing Subscription" Feature

The "Add to Existing Subscription" feature is compatible with line item properties as well. This allows a subscriber to add new products to be included in their existing subscription.

To complete this, your subscriber must be logged into their Shopify account on your store to see this option on the product page. You can usually locate this button beside the "Add to Cart" button on the product page, and allows your customers to add the customized product to their current subscription.

This feature is beneficial because once a Subscription is purchased with Bold Product Options attached, they are not able to be edited mid-subscription. The only way to change the selections would be to create a new subscription for that product. By adding the new subscription product to your customers order, and deleting the previous one - it ensures all the subscription information remains the same.

For more information on adding this feature to your store, please visit our Subscription Management article.

 


 

Known Limitations

At this time, the integration with Bold Subscriptions and Product Options is available on the Convertible, and Standard Subscriptions products. Build a box, custom subscriptions and prepaid options are currently incompatible as they offer multiple products, which would each require individual customizations and changes.

When using the "Add Products" feature in the Manage Subscription page, your customers will not be able to be prompted at that time to add customizations to their products. This is a known limitation through the app, as there is no form in this space to add the options information.

Priced options that are added to a subscription as a customization will be included in the discount that is offered for subscribing. For example, if a product is $50 with $50 of add-ons, then the discount would apply to the full $100 of the product.

When using these two apps together, we would recommend disabling the "Product Swap" feature, as it will be unable to add those customizable options when swapped.

Bold Subscriptions and Upsell are compatible as long as your Subscriptions style is set to the Multiple or Recurring Cart modes. This allows you to trigger upsell or cross-sell offers when someone adds a subscription to their cart, or goes to checkout from the website.

Bold Upsell is not able to offer subscription items as upsell/cross-sell products. The subscription information does not get passed to the cart correctly when they are used as the offered item.

For more information, please visit our helpful article on Bold Upsell.

 


 

Third Party App Integrations

Below is a list of apps created by third party companies that Bold Subscriptions has been integrated with. In most cases, these apps can be connected directly through the Integrations > View all Integrations section of the Bold Subscriptions admin.

 

Analytics & Reporting

This section goes over all of our integrations that can assist your store with tracking data and analytics for your subscription purchases on your store.

Facebook Pixel is a tool that helps with tracking data and analytics from purchases that happen on your store. This records events with the intention of increasing the effectiveness of your advertising and product marketing.

Bold Subscriptions will automatically track three different events through the checkout, making it easy for you to collect valuable data from your customers who are purchasing your products. To complete this integration, go to View all Integrations in Bold Subscriptions, and enter your Facebook Pixel ID.

By default, Facebook Pixel tracks 9 standard events:

  • ViewContent
  • Search
  • AddToCart
  • AddToWishlist
  • InitiateCheckout
  • AddPaymentInfo
  • Purchase
  • Lead
  • CompleteRegistration


How it Works

This is paired with using Facebook Pixel Helper to see when events are loading or getting triggered:

  • ViewContent - This is usually triggered on page load for the content. If you have searched for a product and then click on the product, this would trigger this event.
  • Search - Once you have entered something in the search bar and click search, this triggers the event.
  • AddToCart - Once a product is added to the cart successfully, this event is triggered.
  • AddToWishlist - Once a product is added to a wish list, this event is triggered.
  • InitiateCheckout - Once you have clicked on checkout and the checkout page loads, this event is triggered.
  • AddPaymentInfo - Once the payment information (CC number) is entered and validated, this event is triggered.
  • Purchase - Once Complete button is clicked and the transaction is successful, this event is triggered.
  • Lead - Once a sign up is completed, this event is triggered
  • CompleteRegistration - Once a Registration form (for free trial for example) is completed, this event is triggered.


Once connected, the tracked information will appear in your Facebook Pixel app under Events Manager > Pixels > Subscriptions.

Currently, Bold Subscriptions has integrations with Google Analytics to help with Cross Domain Tracking, ecommerce Integrations, Advanced Tracking Scripts, and Google Autocomplete. 

Utilizing this integration will help you maintain tracking sessions for Bold Subscriptions in a way that works for your store. For more information on how each of these can benefit your store and how to get started, please see our article on Google Analytics & Advanced Tracking Scripts.

The integration between Bold Subscriptions & Klaviyo helps with tracking events and gathering valuable information that occurs with your subscription purchases. This allows you to use this data to communicate strategic email and social media campaigns.

 Pro-Tip
If you are currently on a grandfathered plan for Bold Cashier, you will be able to use the additional feature for sending automated abandoned cart email solutions for your customers. This will also track Bold Subscriptions information and cancellations. For more information, please visit our Bold Cashier & Klaviyo Integration article.

For benefits and features that can be created with your first campaign, please visit Klaviyo.

 


 

Functionality

With Klaviyo, you can track multiple events during the Subscriptions checkout process. All the information and metrics can be found within the Klaviyo Dashboard under Metrics > Activity Feed.

Subscriptions will track the following events during the checkout process:

  • Started Checkout
    • Klaviyo records this once the customer enters an email address in the checkout.
    • Here is a list of the information recorded when applicable:
      • Customer Email
      • $ Value
      • Product Name(s)
      • Frequency Text (Days, Months, Years)
      • Frequency Type (Number)
      • Product Handle
      • Product ID
      • Product Image Link
      • Product Title
      • Product URL
      • Quantity
      • SKU
      • Total
      • Unit Price
      • Variant Title
      • Vendor
  • Add Shipping Info
    • Klaviyo records this event once the customer selects "Continue" after entering their shipping information at checkout.
    • Here is a list of the information recorded when applicable:
      • Customer Email
      • $ Valuez
      • Currency 
      • Product Name(s)
      • Frequency Text (Days, Months, Years)
      • Frequency Type (Number)
      • Fulfillment Type
      • Product Handle
      • Product ID
      • Product Image Link
      • Product Title
      • Product URL
      • Quantity
      • SKU
      • Total
      • Unit Price
      • Variant Title
      • Vendor
  • Successful Subscription
    • Klaviyo records this event once the customer hits the "Thank You Page".
    • Here is a list of the information recorded when applicable:
      • Coupon Code
      • Currency
      • Custom Domain
      • Customer Email
      • myshopify Domain
      • Frequency Text (Days, Months, Years)
      • Frequency Type (Number)
      • Fulfillment Type
      • Product Handle
      • Product ID
      • Product Image Link
      • Product Image
      • Product Title
      • Product URL
      • Quantity
      • SKU
      • Total
      • Unit Price
      • Variant Title
      • Vendor
      • Sipping
      • Subtotal
      • Tax
      • Total

Subscriptions will also track when a customer cancels their subscription through the "Manage Subscription Portal". 

 


 

Cancelled Subscription

  • Klaviyo records Customer email and a "reason for canceling" (if you have that set up in Subscriptions). Please visit Cancellation Management Setup for Bold Subscriptions.

This is a feature built into our app that allows you to try to retain your customers who are looking to cancel their Subscriptions.

As soon as your customer enters an email address into the checkout, all the information for the order such as the products, prices, and order information is saved. The shipping information, and the subscription order information such as cost and frequency are also recorded throughout this process.

 


 

Setup

Before completing this integration, you will need to have your Public API Key. This information can be found in your Klaviyo dashboard, in the "User" section, under "Account". On the account page, select Settings > API Keys. To complete the integration between these two apps, please follow these steps:

  1. From Shopify's admin, select Apps.
  2. Select Recurring Order & Subscription by Bold.
  3. Select Integrations, then View all Integrations.
  4. Select Klaviyo.
  5. Enter your Klaviyo Public API Key.
  6. Select Save.

Please note that our Subscriptions integration will not show up under the "Enabled Integrations" section in Klaviyo.

 

Marketing Integrations

These apps and integrations were built to help your store with marketing. This includes providing the information to your store in order to create unique ads, and promote the Subscription products on your store.

Shoelace integrates with Bold Subscriptions to allow your store to create targeted ads for your customers, and allows for live reporting for detailed data. This helps with promoting your subscription products to drive repeat purchases from your past customers.

If a customer completes a purchase for an item on your store and did not select a subscription, they will be offered branded ads that support upgrading to a subscription purchase on their next order. This integration will exclude customers who have already purchased a subscription in the past in order to only target the correct audience.

Note: You must have the Shoelace app installed in your store to integrate Subscriptions with Shoelace. You should also have your Facebook Pixel account connected to Subscriptions. 

To integrate the two apps, please follow these steps:

  1. Install the Shoelace Shopify app.
  2. Complete the Integration with Facebook Pixel.

    Note: Ensure you use the same Facebook Pixel account in the Shoelace app.

  3. Enable the Subscriptions integration with Shoelace. For further assistance with this, please email their team directly at hello@shoelace.com 
  4. Within the Bold Subscriptions app, select Integrations, then View All Integrations.
  5. Select Shoelace.
  6. Select Enable.
  7. Select Save.
     

Refersion is a fantastic tool that is used to manage, track, and grow your affiliate network. This app integrates with all major ecommerce platforms, and helps with the marketing of your store.

The integration of Refersion and Bold Subscriptions will send successful purchases events to Refersion, or when a Subscription successfully recurs on your store.

To complete this integration, go to View all Integrations in Bold Subscriptions, and enter your Refersion Public Key. This key can be found within the Account > Settings > Refersion API, here: Refersion API Keys.

 

Benefits & Additional Functionality

Using Loqate with Bold Subscriptions will assist your new subscribers with auto-completing their address information while in the recurringorders.com checkout. This ultimately makes things easier for your customer, and allows them to complete their orders quicker.

Reducing the steps it takes for customers to check-out has been proven to increase conversion rates, and decrease the number of abandoned carts. To complete the Loqate integration, you will have to create an account. 

To complete this integration, sign into your Loqate account and go to Start Setup > Advanced. Once here, enter recurringcheckout.com. When this is entered, your API key will be displayed. This key can be entered within the Integrations tab of Bold Subscriptions.

ReferralCandy is an app that helps with growing your business by incentivizing referrals. Referrals creates a process in which your customers are rewarded for creating business on your store.

You can create advocates for your store and provide them with a unique link that they can send out to whoever they like. If someone sends a link and that customer makes a purchase on your store, they will earn points through ReferralCandy. These rewards are created as a discount code through Bold Subscriptions, and is offered to your customers via ReferralCandy.

Find more information on if ReferralCandy is right for your store.

 


 

Set up the Third Party Integration in ReferralCandy

This integration will first have to be enabled through your ReferralCandy account. To enable this integration, follow these steps:

  1. Sign up for ReferralCandy.
  2. Select Integration.
  3. Select Third Party Integrations.
  4. Select Recurring Orders by Bold.
     

Once this is completed, you can complete the integration by connecting your ReferralCandy account to Bold Subscriptions. Please follow these steps:

  1. Log in to ReferralCandy.
  2. Click on your username, then select My Profile.
  3. From this page, find the API Access ID, API Secret Key, and App ID.
  4. Within Shopify's admin, Select Apps.
  5. Select Bold Subscriptions.
  6. Select Integrations, then View all Integrations.
  7. Select ReferralCandy.
  8. Enter the required information, and Save.
  9. Within Bold Subscriptions, select Settings, then General.
  10. Scroll down to "Customers can Change their Discount Codes", and select Enable.

    Enable_Discount_Codes

  11. Select Save.

 


 

Features

With this integration, your customers are mainly rewarded with discounts via ReferralCandy. Discount codes created in Bold Subscriptions can be offered to your customers who purchase subscriptions on your store. We recommend using single-use codes for your advocates, and multi-use codes for the referred customers. 

Please note that prepaid subscribers are not able to apply their own discount codes mid-subscription. 

 


 

Single Use Discount Codes

With how ReferralCandy is currently built, we recommend having one-time use discounts for your advocates that are sharing the referral links. With this method, you will first be creating the discount codes you would like to offer for your advocates. Once these codes are created, they will be exported and copied into ReferralCandy to ensure that they are linked.

To create single use discount codes, please follow these steps: 

  1. Create a Bulk Discount Code in Bold Subscriptions
  2. Under "Limit's and Restrictions", select Limit the number of orders this discount code will be applied to for each customer checkbox to enable it. Then enter 1 in the box next to this line.
  3. Within the Discount Code page, select the number used under "Uses" to view.
    Number_of_Uses_Discount
  4. Within ReferralCandy, select Referral Rewards, then Edit.
  5. Create your Referral Discount here.

 For more information on creating a ReferralCandy reward, please see their article on the Best Practices When Setting Up a Reward for your customers.

 


 

Multi-Use Discount Codes

Creating the discount code in this configuration will ensure that Friends only get a discount on their initial subscription order, and they can only use their referral discount once. That way this is beneficial for first-time subscribers only.

To create a Multi-Use Discount code, please follow these steps:

  1. Create Bulk Discount Codes.
  2. Enter the % or $ that you would like to apply to referrals for their first subscription orders.
    Create_a_New_Discount_Code
  3. Under "Limits and Restrictions", select the Limit the number of orders this discount code will be applied to for each customer check box to enable it. Enter a limit of 1 in the box next to this line.
  4. Under "Limits and Restrictions", select the Only valid on initial subscription order in the checkout, not existing subscriptions check box.
  5. Log in to ReferralCandy.
  6. Select Edit Referral Program.
  7. Select Friend Offer.
  8. Enter the discount code.

Zapier is an app that gives you the flexibility to create your own custom webhooks, and then apply them to Bold Subscriptions. More information on the Subscriptions Custom flow to create these webhooks can be found on our Developers Portal. Once you have an account with Zapier, you can begin with this integration.

For more information on signing up for an account, visit Zapier's website.

With Zapier, you will be creating "zaps" that pass information from your Subscription events through to other channels.

 Pro-Tip
We recommend keeping your Shopify store admin open in another tab while working on this guide. There are a few steps that require you to switch between Zapier and Bold Subscription's admins.

 


 

Setup

To integrate Zapier with Subscriptions, please follow these steps:

  1. Navigate to Zapier's homepage.
  2. Select Log In.
  3. Select Make a Zap!
  4. Select Webhooks.
  5. Select Catch Hook.
  6. Select Save + Continue.
  7. Select Copy on the URL within this area.
    Zapier_Select_Copy
  8. From Shopify's admin, open Bold Subscriptions.
  9. Select Integrations, then Webhooks.
  10. Select Add Webhook.
  11. Under "Enter your Zapier webhook URL", paste the URL you copied in Step #7.
    Enter_Webhook_URL
  12. Select the event you would like to track.

    Note: We strongly recommend selecting one event per webhook. Selecting multiple events for one webhook can result in receiving confusing and/or conflicting information from the hook.

  13. Select Continue.
  14. Select the ellipsis beside your webhook.
    Select_Ellipsis_Zapier
  15. Select Test webhook notifications.
  16. Select Send notification.

    Note: The screen should indicate that this action was performed successfully. Navigate back to your Zapier tab once this has been completed.

  17. From Zapier's admin, select Ok, I did this.

    Note: It may take a few seconds for Zapier to retrieve this test data correctly.

  18. Select Continue.
  19. Select Add a Step.
    Select_Add_a_Step
  20. Select SMS.

    Note: The example we're creating in this guide will send an SMS to you whenever a customer creates a new subscription. However, Zapier supports many different webhook integrations. Please visit Webhooks Integrations (links to Zapier) for more information. Some Zapier integrations have limits on traffic which may require you to build a custom webhooks solution.

  21. Select Save + Continue.
  22. Select Connect an Account.
  23. Enter your mobile number, and SMS, then select Send PIN.
  24. Select Continue.

    Note: You can select Test to verify that your account has been set up correctly.

  25. Select the From Number, and enter a message.
  26. Select Continue.
  27. Select Send Test To SMS by Zapier.

    Note: Zapier will display a confirmation banner if the test was successful.

    Select_Send_Test

  28. Select Test & Review or Test & Continue.

 

Shipping & Delivery

Secomapp's Store Pickup app allows you to offer additional options to your customers who may wish to pick up their orders themselves. You can integrate Bold Subscriptions with Secomapp allowing your customers to access these pickup choices through the Subscriptions checkout. This is completed by changing the orders address to your Pickup location address.

The Store pickup option works with Multiple Product and Recurring Cart modes of Bold Subscriptions.

 


 

Features

This integration will show the summary of pickup locations for your customers within the Subscriptions checkout. Your customers will not have to enter a shipping address with this method. The form is still required to have a valid zip code, pick up location, and/or pickup time before the order is completed.

All pickup order information will be located within the Shopify order page.

Your customers will still receive all the freedom of changing their subscriptions within the "Manage Subscription" portal. The shipping address (pickup location) can also be adjusted.

 


 


Known Limitations

Secomapp's Store Pickup feature is not currently compatible with Single Product cart mode, prepaid subscriptions, or Build-A-Box.

The initial pickup location that is selected for your customers Subscription will carry over to all subsequent orders. The Secomapp app widget will only allow one location to be selected, but your customers can decide to change the locations within the Manage Subscription page on their next orders.

When the admin or customer is making certain changes (e.g. adding products) to an existing subscription, Subscriptions may check for the best applicable shipping rate for future orders. This could potentially cause issues with pickup fees being overwritten by other rates. You can change how a shipping rate is chosen on the General Settings page.

Adding products to an existing subscription will not display Secomapp's shipping rates. Only Shopify's shipping rates will be shown.

 Zapiet's Store Pickup + Delivery app allows you to offer additional shipping options to your customers who may wish to pick up their orders themselves.  Bold Subscriptions can be integrated with the Zapiet app to allow your customers to access these pickup.delivery choices through the recurring orders checkout.

Note: This integration does not work after the initial subscription order. Every subsequent order after the first will be unable to use the Zapiet order pick-up rates.

 


 

Integration Features

With this integration, any Store Pickup + Delivery options that are created via Zapiet will be viewable within the Bold Subscriptions checkout. This will ensure that your physical stores' address will become the shipping address for the order once it is generated.

Within the recurring orders checkout, a summary of pickup locations will be shown to your customers. It will not prompt them to enter their own shipping address, but instead to select one of your stores' addresses.

The Bold Subscription app will respect all of the form requirements for Store Pickup + Delivery. Your customer will still be required to input their zip code, pickup location and/or pickup delivery time before proceeding to the checkout. All of this information will appear within the Shopify order admin of your store.

This integration will also remove the "Use same billing address as shipping address" option from the recurring orders checkout if your customer selects the option for "pickup".

 


 

Known Limitations

Your customers will be able to choose all of their shipping, pickup or delivery options through the Zapiet widget on their initial order, but will be unable to have the same options for subsequent subscriptions orders.

This means that if your merchant makes changes within the "Manage Subscription Page" of your store, they not be given an option to select another shipping address from the Store Pickup + Delivery by Zapiet app. 

When an admin on your store or a customer makes certain changes (for example, adding products) to an existing subscription, they may check for the best applicable shipping rates for future orders. This could potentially cause issues with the pickup or delivery fees being overwritten by other rates.

Admins are able to change how shipping rates are chosen on the General Settings area of the Bold Subscriptions app.

Adding products to an existing subscription will not display Zapiet's shipping rates. Only Shopify shipping rates will be shown to your customer within this area.

 

Next Steps:

It would be beneficial to Create a Test Order with Bold Subscriptions in order to test out any app that you decide to integrate with. This can ensure that everything is working correctly before live orders are placed on your store.

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