Subscriptions V2 Overview

Bold Subscriptions V2 allows you to quickly launch and scale your subscription business. Packed with features, it seamlessly integrates with your Shopify store to give you the ability to sell your products on a recurring basis.

Bold Subscriptions V2 comes with a robust suite of tools. Out of the box you can:

  • Allow your customers to manage their own subscriptions in the Customer Portal.
  • Send email notifications using the built-in email templates.
  • Set up a custom cancelation flow to reduce churn.
  • Download reports to analyze your subscription data.
  • Access powerful APIs.

And much more...

Ready to get started with Subscriptions? Select an option below to view more information.

 Caution

Please note that this article only relates to Version 2 of Bold Subscriptions. If you have Version 1 of Bold Subscriptions installed on your store, please visit Subscriptions V1 Overview.

If you are unsure which version of Bold Subscriptions that is currently installed to your store, please visit Identify Your Version of Bold Subscriptions

 


 

Bold Subscriptions V2 is currently available on Shopify. 

Subscriptions requires liquid code to be added to your Shopify theme in order to work properly. To see all your options for installing the liquid code, along with the steps, please visit the Installation Guide for Bold Subscriptions V2

 Alert

Each theme on your Shopify store is different. If you're switching to a new theme, the liquid code will have to be installed on the new theme as well. 

 


 

Currently, Bold Subscriptions V2 has a monthly fee of $49.99, with a 1% transaction fee that applies to orders with a subscription product present. A 60-day free trial is also offered to your store when it is first installed.

This plan includes all of the following perks, below:

Feature Plan
Price per month

$49.99
+1% Transaction Fee

Standard Subscriptions

Analytics Tracking & CSV Exports

Customizable Email Notifications

Subscription Discounts

API Access

✔ 

Customer-managed Subscription Portal

Cancellation & Dunning Management

✔ 

Billing & Fulfillment Matching (Cutoff Days)

Shopify Checkout Integration

Log in as Customer

Mixed Cart Functionality

Priority Support

Visit Pricing and Transaction Fees in Bold Subscriptions V2 for more information.

For more information on PCI compliance, please visit Shopify's help center.

 


 

To ensure your store is eligible to run the Bold Subscriptions V2 app, please check the following conditions below.

  • Your store must use Shopify Payments, PayPal Express, or Authorize.net to process your customer's payments.

  • Customers can't use accelerated checkouts such as Amazon Pay, Apple Pay, Klarna, mollie iDEAL, and Sofort to purchase subscriptions.

    Note: Customers can use the accelerated checkouts Google Pay and Shop Pay. For more information on Shop Pay, please visit Shopify's article: Activate Shop Pay.

  • A Storefront API cannot be currently used to build your storefront. 
  • Must not have an existing subscription service. An existing subscription service may cause front end compatibility issues. 
 Pro-Tip

If you are interested in migrating your subscription business, please visit Migrating to Bold Subscriptions V2.

 


 

Features

Out of the box, you can easily add a subscription option to your products with a just few clicks. Offer subscribe & save discounts and a variety of frequency options to encourage recurring orders.

Create, customize, and build your own unique subscription offerings. Use the cutoff days feature to match your billing cycle with your fulfillment cycle for a seamless flow.

To see how to set up a subscription, please visit Create a Standard Subscription Group.

 Example

Subscription_Product_Example.png

Allow your customers to manage their own orders by editing, skipping, and swapping products within their Customer Portal. You will be able to decide what actions your customers can perform within Bold Subscription V2's settings.

Allowing your customers greater flexibility in managing their own subscriptions can reduce churn. Customers may choose to simply skip an order rather than cancelling altogether!

To see a full list of actions that can be completed by your customers, please visit Subscription Management: Customer Perspective.

 Example

Customer Portal

Reduce churn by creating custom cancellation flows for your customers and managing situations when transactions fail, through the Cancellation and Dunning Management settings.

Using these tools, you can collect feedback from your customers if they choose to unsubscribe. When a transaction fails, you can determine the number of tries Bold Subscriptions V2 will perform, alongside which actions. You can choose to simply pause a subscription, or skip the order instead of allowing the subscription to be cancelled.

To read more about using these features along with their setup, please visit Cancellation & Dunning Management.

Not only can your customers to manage their own subscriptions through the Customer Portal, but you are also able to access each of your customer’s subscriptions to perform a variety of actions. Edit upcoming orders, add a product to an existing subscription, pause or reactivate subscriptions and more.

Use the log in as customer feature to view and use the customer portal as your customer would. This allows you check the permissions you have enabled for your customers, as well as troubleshoot any issues on your customer may be seeing on their end.

To read more about all the actions you can perform when managing your customer’s subscriptions, please visit Subscription Management : Merchant Perspective.

Within Bold Subscriptions V2, there are a variety of email notifications you can use to send automatic notifications to your customers, such as:

  • Subscription Created
  • Transaction Failed
  • Upcoming Order
  • Expiring Credit Card

These emails are fully customizable to allow you to adjust the wording and provide specific instructions to your customer which are unique to your process. Preview these emails by sending a test email to yourself!

For more information on email notifications please visit Email Notifications in Edit Settings in Bold Subscriptions V2.

The in-depth reports, activity logs, and analytics within Bold Subscriptions V2 will allow you to download important information within a CSV file so you can analyze your business.

In the Dashboard, you will be able to see your subscription information at a glance such as:

  • Active subscriptions
  • Average subscriber value
  • Churn rate, estimates, and trends

In Reports you will be able to see and download all your current subscriber information as well as historical data such as:

  • All subscriptions
  • All customers
  • Customers by product
  • Cancelled subscriptions
  • Transaction fees and sales

Within the activity log, you can review a log of all your customer's changes, app setting changes and other activities. You can filter by event, user type, and date range.

For a detailed explanation of these features and all the available reports, please visit Dashboard Analytics, Reports & Activity Logs in Bold Subscriptions V2.

Bold Subscriptions V2 has a host of integrations available with more being developed everyday. Integrate with third party apps to increase the functionality of Subscriptions V2, or add another Bold product.

You can:

  • Offer gift subscriptions using the new integration with Govalo Gift Cards.
  • Deliver targeted multi-channel marketing campaigns to your Bold subscribers with Klaviyo.
  • Track subscriptions that are processed in the Shopify checkout with Google Analytics and Littledata.
  • Connect Subscriptions V2 to over 2,000 other web services with Zapier.
  • Increase your average order with Bold Upsell.
  • Start a loyalty program with Bold Loyalty Points.

For more information on these integrations and more, please visit our Integration Hub for Bold Subscriptions V2.

Bold Subscriptions V2 was designed with developers in mind. For those with developer knowledge, our powerful APIs and webhooks can be leveraged to build and scale a subscription service that fits your business. Tailor your setup, subscriptions and customer portal for a one-of-a-kind subscription experience and drive dependable recurring revenue as you scale.

For more information, please visit our Developer Portal.

 Alert

Using APIs requires advanced knowledge. It is recommended to have your own developer if you plan to leverage the APIs in Bold Subscriptions V2.

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