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Integration Hub for Bold Subscriptions V1

Laurel
Laurel
  • Updated

Bold Subscriptions V1 can integrate with many third party apps to help you and your store reach its fullest potential. All of the the integrations inside of this article are completely supported and built in to Bold Subscriptions V1.

 


 

Integrations with other Bold apps

Bold Subscriptions V1 pairs well with many of our own apps to help your store market exactly how you'd like.

Bold Custom Pricing & Subscriptions V1 integration

Bold Custom Pricing integrates with Bold Subscriptions V1 to allow you to offer your wholesale products 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.

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

 

Functionality

When a customer subscribes to one of your discounted wholesale variants, Bold Subscriptions V1 keeps the customer subscribed to that product, and its pricing, on a recurring basis. If you remove this customer's Custom Pricing tag from the Shopify admin, they are still 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 recommend adjusting the product price or swapping the variant to the correct one within Bold Subscriptions V1.

Bold Custom Pricing creates groups. Depending on how this is setup on your store, Custom Pricing automatically deletes and remakes your store's product variants. If your subscriptions are setup before the Custom Pricing groups are created, you have to ensure that the two are properly connected.

Please visit Inventory Management in Bold Subscriptions for more information.

Here are some actions that would cause a group of variants to be replaced within Custom Pricing:

  • Saving a Group
  • Deleting 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

When a customer subscribes, they have the ability to manage their order(s) through the Manage Subscription Page.

If your customers have a discount applied to their order through a Quantity Breaks rule, the discount is fixed for the entire length of their subscription, even if the quantity is edited. You have to offer subscriptions within all of the Quantity Breaks prices.

This compatibility is unable to limit subscriptions to only certain quantities.

 

Setup

If you change your pricing groups after this is setup, you need to reselect the variants in your Bold Subscriptions V1 groups.

  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 you're 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.

With Custom Pricing, changing aspects of your Quantity Break groups causes the variants to be deleted and remade. With this scenaio, you would need to use the Manage Deleted Products tool in Bold Subscriptions to replace the products.

The following is a list of actions that would cause a group of variants to be replaced by the Bold Custom Pricing:

  • Saving a group
  • Deleting a quantity break group

  • Toggling a group on or off

  • Saving your display settings

 

Bold Multi-Currency & Subscriptions V1 integration

Note: This integration requires that Multi-Currency and Bold Cashier are set up and enabled on your store. Bold Subscriptions is not able to take payments in other currencies without these two apps.

Please visit Multi-Currency & Cashier Integration for more information on how to properly enable this integration.

Bold Subscriptions offers you the flexibility to accept payments from your customers in foreign currencies. When using the two apps together, Bold Subscriptions stores your customer's original conversion rate, then processes all of their recurring subscription orders at that same rate.

As the store owner, you're able to view the amount your customer paid in your store's default currency.

Note: This feature is only available on the Professional plan of Bold Subscriptions. Please visit Subscriptions Overview for more information.

 

Setup

  1. From the Shopify admin, select Apps.
  2. Select Bold Subscriptions v1.
  3. Select Enterprise Features, then Multi-Currency.
  4. Select Enable Multi-Currency.

 

Bold Upsell & Subscriptions V1 integration

Bold Subscriptions V1 and Bold Upsell are only compatible with the following cart modes:

  • Multiple products
  • Recurring cart

Please visit Cart Modes in Bold Subscriptions for more information.

Using Bold Subscriptions V1 alongside Bold Propduct Upsell allows you to trigger either an upsell or cross-sell offer when customers add a subscription to their cart, or reach your checkout.

Bold Upsell is not able to include subscription products in your upsell / cross-sell offers. The necessary subscription information doesn't get passed to the cart correctly when they're used within an offer.

Please visit Bold Upsell Overview for more information.

 


 

Analytics & reporting

This section goes over all of our integrations that help track both the data and analytics of your customer's subscription purchases.

 

Facebook Pixel & Bold Subscriptions V1 integration

Note: Facebook Pixel now requires you to verify your domain ownership before completing this integration.

Please contact our Customer Success team or further assistance.

Facebook Pixel helps you track the data and analytics of your customer's purchases, helping increase the effectiveness of your advertising and product marketing.

You can enable this integration from the Bold Subscriptions V1 app admin under View all Integrations. You need to enter your Facebook Pixel ID.

 

Functionality

By default, Facebook Pixel tracks 9 standard events:

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

When paired with Facebook Pixel Helper, you can see when events are loading or getting triggered:

  • ViewContent - Triggered on page load. (For example, if a product is searched and opened)
  • Search - Triggered when a search is performed.
  • AddToCart - Triggered when a product is successfully added to the cart.
  • AddToWishlist - Triggered when a product is added to a wish list.
  • InitiateCheckout - Triggered when the checkout page loads.
  • AddPaymentInfo - Triggered when the payment information (for example, a credit card number) is entered and validated.
  • Purchase - Triggered when the complete button is clicked and the transaction is successful.
  • Lead - Triggered when a sign up is completed.
  • CompleteRegistration - Triggered when a registration form is completed.

Once connected and your domain ownership has been verified by our Customer Success team, this tracked information appears in the Facebook Pixel app under Events Manager > Pixels > Subscriptions V1.

 

Google Analytics & Bold Subscriptions V1 integration

Currently, Bold Subscriptions V1 has integrations with Google Analytics to help with cross domain tracking, e-commerce Integrations, advanced tracking scripts, and Google autocomplete.

Integrating Google Analytics with Bold Subscriptions V1 helps maintain your subscription's tracking sessions.

For more information on how each of these can benefit your store, please visit Google Analytics, AutoComplete & Advanced Tracking Scripts.

 

Klaviyo & Bold Subscriptions V1 integration

Klaviyo's integration with Bold Subscriptions V1 helps track events and gather valuable information from your customer's subscription purchases. You can use this data to communicate strategic email and social media campaigns.

Klaviyo provides greater flexibility in customizing email campaigns that you can send to your customers by leveraging the customer events that occur during a checkout session. This information can also be used to track your subscribers. See below for the events tracked and an example of how this information can be leveraged for an abandoned cart campaign.

 

Abandoned Cart Setup

  1. Create an abandoned cart flow using the Started Checkout trigger. The Started Checkout event contains a cart token.
  2. Create an abandoned cart email template. For this setup to work, you need to ensure your email template contains the cart token with your Shopify domain:
    https:// << SHOPIFY DOMAIN >> /cart?bold-cart-token={{ event.cart_token }}

This brings your customer back to the cart page where they can resume their order session.

Note: Cashier is required for the abandoned checkout feature. With Bold Cashier installed, you can use Klaviyo to send automated abandoned cart emails to your customers. This brings your customers back to the checkout page, rather than the cart page.

Cashier also tracks Bold Subscriptions V1 information and cancellations.

Limitations on abandoned cart:

  • Shopify cart tokens expire in 14 days. If your customer does not return to their cart within 14 days, they are no longer able to access the abandoned cart.
  • Subscriptions that are not added to the cart does not work with abandoned carts. This is relevant to merchants who are using Single Product cart mode, pre-paid subscriptions, Buy Buttons or Build-a-box. These types of subscriptions skip the cart page and go directly to the checkout.

For more information on setting up your abandoned cart flow, please visit Klaviyo's guide on creating an abandoned cart flow , as well as Google Analytics, AutoComplete & Advanced Tracking Scripts.

 

Functionality

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

As soon as your customer enters an email address into the checkout, all of the order's information (products, prices, and order information) is saved. Shipping and subscription order information such as cost and frequency are also recorded with this process.

Subscriptions V1 tracks 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 V1 also tracks when a customer cancels their subscription through the Manage Subscriptions Page.

 

Cancelled subscription

These are the main events that are tracked within Klaviyo:

  • The cancelled subscription event is the one used to track cancellations.
  • The unsubscribe event tracks customers who remove themselves from thee marketing emails or newsletters.
  • Klaviyo only tracks cancellations made via the stores Manage Subscription Page. This includes the customer email, and "reason for cancelling" if this feature is set up within the Cancellation Management of Bold Subscriptions V1.

Please contact Klaviyo for more information on creating segments or for looking over the logic for these events.

 

Setup

Before completing this integration, you need to have your Public API Key. This information can be found in the Klaviyo dashboard under User > Account > Settings > API Keys.

  1. From the Shopify admin, select Apps.
  2. Select Bold Subscriptions v1.
  3. Select Integrations, then View all Integrations.
  4. Select Klaviyo.
  5. Enter your Klaviyo Public API Key.

    Note: This API Key is case sensitive, and cannot be input with any extra spaces.

  6. Select Save.

Once you have added the API Key to Bold Subscriptions V1, please log in to Klaviyo to ensure that it was successful. Bold Subscriptions does not appear under Enabled Integrations in Klaviyo.

 

Custom scripts

Custom scripts can be run when an order is placed through the Checkout. Scripts are not able to run for specific events like missed payments or paused / cancelled memberships.

Advanced Tracking Scripts are only able to run on the Thank You Page of the Subscriptions checkout.

 

Littledata & Bold Subscriptions V1 integration

The Littledata and Subscriptions V1 integration allows you to track subscriptions that are processed via Shopify with Google Analytics. This integration leverages the Shopify to Google Analytics or Shopify to Segment connections.

With this integration you are able to:

  • Track recurring orders filtered by transaction affiliation.
  • See first-time orders differentiated from one-time orders.

Once set up, Littledata creates default views within the Google Analytics admin so that your subscription data can be tracked. You also have the option to set custom views and filters.

Note: If you are using Cashier as your checkout, please visit our integration for Google Analytics & Bold Cashier.

 

Pricing

Littledata offers different pricing plans based on your monthly sessions and number of orders. They offer a 14 day free trial as well as additional discounts for those who pay annually. For more information on their pricing plans and structure, please visit Littledata's article on How to choose the right pricing for your store.

LittleData Pricing Overview

 

Requirements

This integration requires Advanced Google Analytics setup. For more information on the recommended setup, please visit this Littledata help article.

 

Setup

  1. Download the Littledata app to your store.
  2. Set up Google Analytics for your Shopify store.
  3. From the Subscriptions admin, navigate to Settings > General > Set Subscription Tag.
  4. Select Create a tag for the first subscription order.
  5. Add the tag first_recurring_order.

    Enter tag

  6. Navigate to Integrations > View All Integrations > Google Analytics and deselect Enable Ecommerce Tracking if that is selected.

    Note: Littledata takes over the Ecommerce tracking and sends the orders to your Google Analytics account from their servers, rather than from Bold's checkout.

    Deselect Enable Ecommerce Tracking

  7. Select Save.
  8. Connect Bold Subscriptions V1 within the Littledata admin.
  9. Select an installation type: Recommended or Custom.

    Note: Recommended uses Littledata views, while Custom requires you to create your own views in Google Analytics.

Once your setup is complete, it is recommended to place a subscription order on your store to ensure that it is tracked in your Littledata Google Analytics views.

For more information on the setup, please visit Littledata's Getting Started article.

 

Customization options

If you do not wish to use the default Google Analytics view and filters that Littledata provides, you can customize your own in Google Analytics.

For more information, please visit the Custom Installation section in this Littledata article or find additional support for setting up custom views at Google Analytics Support.

 


 

Marketing integrations

These apps and integrations were built to help your store with marketing, including creating unique ads and promoting your subscription products.

 

Shoelace & Bold Subscriptions V1 integration

Shoelace integrates with Bold Subscriptions V1 to allow you to create targeted ads and gather data from live reporting. This helps with promoting your subscription products to drive repeat purchases from your past customers.

If a customer purchases a non-subscription item on your store, they are offered branded ads to encourage upgrading to a subscription purchase on their next order. This, however, excludes customers who have already purchased a subscription in the past.

Note: You must have the Shoelace app, Facebook Pixel, and Bold Subscriptions V1 installed in order to use this integration.

  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 V1 app, select Integrations, then View All Integrations.
  5. Select Shoelace.
  6. Select Enable.
  7. Select Save.

 

Refersion & Bold Subscriptions V1 integration

Refersion is a fantastic tool that you can use to manage, track, and grow your affiliate network with all major e-commerce platforms.

Integrating Refersion and Bold Subscriptions V1 sends events to Refersion whenever a successful purchase is made, as well as when a subscription recurs.

Simply open Bold Subscriptions V1 and navigate to View all Integrations. From here, enter your Refersion Public Key. This key can be found within the Account > Settings > Refersion API, here: Refersion API Keys.

 


 

Benefits & additional functionality

 

Loqate & Bold Subscriptions V1 integration

Using Loqate with Bold Subscriptions V1 assists your new subscribers with auto-completing their address information while in the recurringorders.com checkout.

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

To complete this integration, sign into your Loqate account and navigate to Start Setup > Advanced. From here, enter recurringcheckout.com. When this is entered, your API key is displayed. This key can be entered into the Bold Subscriptions app admin under Integrations.

 

ReferralCandy & Bold Subscriptions V1 integration

ReferralCandy helps grow your business by incentivizing referrals.

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 purchases an item through the referral link, they earn points through ReferralCandy. These rewards are created as a discount code through Bold Subscriptions V1, and are offered to your customers via ReferralCandy.

Please visit ReferralCandy for more information.

 

Setup the third party integration in ReferralCandy

This integration needs to be enabled through your ReferralCandy account first.

To enable this integration, follow the steps below.

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

In order for the post-purchase pop-up to track, the following script needs to be added into Bold Subscriptions' Advanced Tracking Scripts:

<div
  id="refcandy-lollipop"
  data-id="enter your Referral Candy API access ID here"
  data-fname='[first_name]'
  data-lname='[last_name]'
  data-email='[customer_email]'
  data-accepts-marketing='[accepts_marketing]'
></div>
<script>!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.defer=true;js.src="//portal.referralcandy.com/assets/widgets/refcandy-lollipop.js";fjs.parentNode.insertBefore(js,fjs);}}(document,"script","refcandy-lollipop-js");</script>

Once the above is done, you can complete the integration by connecting your ReferralCandy account to Bold Subscriptions V1:

  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 the Shopify admin, Select Apps.
  5. Select Bold Subscriptions V1.
  6. Select Integrations, then View all Integrations.
  7. Select ReferralCandy.
  8. Enter the required information, and Save.
  9. Within Bold Subscriptions V1, 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 rewarded with discounts via ReferralCandy.

Discount codes created in Bold Subscriptions V1 can still be offered to your customers, but we recommend creating single-use codes for your advocates, and multi-use codes for your referrals.

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 creating one-time use discounts for your advocates that are sharing the referral links.

You need to create the discount codes you would like to offer for your advocates first, then once these codes are created, they are 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 V1.
  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 visit Best Practices When Setting Up a Reward.

 

Multi-use discount codes

Creating the discount code in this configuration ensures 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 the steps below.

  1. Create a Standard Discount Code.
  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.

 

Reviews.io & Bold Subscriptions V1 integration

Subscriptions V1 integrates with Reviews.io to help you collect, manage, leverage, and display customer reviews on your store and across the web.

Reviews.io allows you to:

  • Pair with Google and other platforms to leverage your reviews.
  • Integrate with other review platforms like Trustpilot.
  • Offer customer surveys and collect customer and product attributes.
  • Create shoppable user generated content (UGC) galleries with Instagram.

When integrated with Subscriptions V1, you can trigger review requests when recurring orders generate, show reviews as Verified Subscriber, and add a Subscribe button to your UGC widget.

For the full setup steps, functionality, and more, please visit Reviews.io & Subscription V1 Integration.

 

Shop Circle Loyalty Points & Subscriptions V1 integration

Loyalty Points by Shop Circle allows you to offer both points and rewards to your customers based on their purchases, referrals, and social media interactions on your store. This can be used to bring new customers in to your store, create bonus point events to encourage new orders, and offer discounts for loyalty.

When using Loyalty Points with Bold Subscriptions V1, your customers earn points on both subscription purchases and one-time purchases.

Customers can only use points for regular, one-time purchase products. It is not possible for customers to use points towards the purchase of a subscription product.

 

Shop Circle Product Options & Subscriptions V1 integration

If you offer customizable products on your store, then you may be interested in Product Options by Shop Circle. The premium version is a fantastic way to offer a unique product and helps with avoiding Shopify's 100 variant limit.

Product Options creates line properties for your customer's personalized selections that appear within the Bold Subscriptions V1 orders made on your store. This information appears for your customers within both the Bold Subscription V1 order, and the Manage Subscription Page.

Using Product Options, you can display additional information about your products such as size, colour, and even questions about your customers so you can customize their subscription experience.

Subscription Product Options Example

 

Setup

  1. From the Shopify admin, select Apps.
  2. Select Bold Subscriptions V1.
  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 are able to review their customized product within the Manage Subscriptions page. You are able to view this from both the orders section of the Shopify admin and the Subscriptions app admin.

 

Use the add to existing subscription feature

The add to existing subscription feature allows your customers to add new products into their existing subscription(s) right from the product page. This appears as a button around your add to cart button.

In order to see this on a product page, your customers must be logged into a Shopify customer account on your storefront.

Customers who purchase a subscription with Product Options are not able to edit their options after the order's been placed. The only way these orders can be adjusted is by manually adding a new subscription product to your customer's order and then deleting the previous one. This ensures that all of your customer's subscription information stays the same.

 

Limitations

  • Bold Subscriptions V1's integration with Product Options by Shop Circle is not compatible with build-a-box, custom, or prepaid subscriptions. When using this integration, the only subscription types that can be used are standard and convertible subscriptions.
  • When using the Add Products feature on your Manage Subscriptions Page, your customers are not prompted to add product customizations, as there is no form to add the options' information.
  • Subscriptions with priced options are included in the discount that's offered for subscribing. (For example, if a product is $50.00 with $50.00 of add-ons, the discount would apply to the full $100.00)
  • Bold Subscriptions V1's Product Swap feature is not compatible with Product Options by Shop Circle. It is highly recommended disabling the feature when using the two together.

 

Zapier & Bold Subscriptions V1 integration

Zapier gives you the flexibility to create your own custom webhooks and apply them to Bold Subscriptions V1. More information on Subscriptions' custom flow and how to create these webhooks can be found on our Developers Portal.

Once you have an account with Zapier, you can begin with this integration. Please visit Zapier's website for more information.

Note: We recommend keeping your Shopify admin open in another tab while working on this guide. There are a few steps that require you to switch between both of the Zapier and Bold Subscriptions' V1 app admins.

 


 

Setup

  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 the Shopify admin, open Bold Subscriptions V1.
  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 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.

 

Slide Cart & Bold Subscriptions V1 Integration

Slide Cart allows you to utilize features that help with both the customer experience and improving conversion rates on your store. The app works by replacing the default cart page with an enhanced, on-page version.

 

Setup

  1. From within the Shopify admin, select Slide Cart.
  2. From within the Slide Cart app, select Settings.
  3. Select the following settings:
    • Compatibility mode
    • Show custom properties in cart
    • Custom property format set to Key: Value

Slide Cart Settings

 


 

Shipping & Delivery

 

Store Pickup & Local Delivery by Amai

Store Pickup & Local Delivery by Amai allows you to offer additional options to your customers who may wish to pick up their orders. This is completed by changing the order's address to your pickup location address.

Store pickup also works with both the multiple product cart mode and recurring cart cart modes of Bold Subscriptions V1.

There is no Liquid installation required to use this integration.

 

Features

This integration shows the summary of pickup and delivery options to your customers on the cart page.

If pickup is selected, your customers do not have to enter a shipping address, but the form still requires your customers to enter a valid zip code, pickup location, and /or pickup time before the order can be completed.

All pickup order information will be located in the Orders section of the Shopify admin.

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

 

Known Limitations

Store Pickup & Local Delivery by Amai features are not currently compatible with single product cart mode, prepaid subscriptions, or build-a-box subscriptions.

The initial pickup location that's selected for your customer's subscription carries over to all subsequent orders. The Amai widget only allows one location to be selected, but your customers can decide to change the locations within the Manage Subscription Page on their next order(s).

When either you or a customer are making certain changes (for example, adding products) to an existing subscription, Bold Subscriptions V1 may check for the best applicable shipping rate for future orders. This can cause potential 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 does not display Amai's shipping rates. Only Shopify's shipping rates are shown.

 

Store Pickup & Delivery by Zapiet

Zapiet's Store Pickup + Delivery allows you to offer additional options to your customers who may wish to pick up their orders. This is completed by changing the order's address to your pickup location address.

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

 

Integration Features

With this integration, any Store Pickup + Delivery options that are created via Zapiet is viewable within the Bold Subscriptions V1 checkout. This ensures that your physical stores' address becomes the shipping address for the order once it is generated.

A summary of pickup locations are shown to your customers in the recurring checkout. It will not prompt them to enter their own shipping address, but instead to select one of your store's addresses.

Bold Subscription V1 respects all of Zapiet's form requirements. Your customers are still required to input their zip code, pickup location and / or pickup time before proceeding to the checkout. All of this information appears within the Shopify order admin of your store.

This integration removes the Use same billing address as shipping address option from the recurring checkout if your customer selects pickup.

 

Known Limitations

Your customers are able to choose all of their preferred shipping, pickup and delivery options through the Zapiet widget on their initial order, but are not able to have the same options for subsequent subscription orders.

When your customers make adjustments on the Manage Subscription Page, they are not given an option to select another shipping address from Store Pickup + Delivery by Zapiet.

When either you or a customer are making certain changes (for example, adding products) to an existing subscription, Bold Subscriptions V1 may check for the best applicable shipping rate for future orders. This can cause potential 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 does not display Zapiet's shipping rates. Only Shopify shipping rates are shown to your customer within this area.

 


 

Page Builder Apps

Bold Subscriptions does not have an official integration with any third party page builder app at this time. Most third party apps require additional liquid code in order for Bold Subscriptions to work properly.