Installation Guide for Bold Subscriptions V2

Overview

Each theme on your Shopify store is different, and will require the Subscriptions liquid code to be installed in order to ensure that the app runs correctly. The code installation is significant, and will ensure that the Subscription widget appears on your product pages and products are processed as recurring subscriptions.

 Pro-Tip

Please note that this article only relates to Version 2 of Bold Subscriptions. Please visit Bold Subscriptions V1 & V2 Comparison for more information on determining which version of Bold Subscriptions you are currently on.


We offer a few different options to help you complete this installation on your store. This includes an automatic installer, requesting a professional installation from our team, or a step-by-step on completing this manually.

Are you ready to get started with our install?

 


 

Request a Bold Subscriptions Install

If you don't feel comfortable with coding, we have an automatic installer that will help with placing this code directly into your Shopify theme!


To request an installation from Bold Commerce, please follow these steps:

  1. From Shopify's admin, select Apps.
  2. Select Bold Subscriptions.
  3. Within the apps menu, select Help.
  4. Select Install to Theme.
  5. Select one of the following installation options:

 


 

Automatic Install:

This option will trigger our automatic installer to complete on your store. You will still be asked to confirm which theme you would like this code to be installed on after selecting this option. It is recommended that a Duplicate copy of your theme be created before completing any automatic installation. This can be found within the Help > Theme code update of Bold Subscriptions.

A duplicate theme can be created by going through your Shopify admin > Online store > Duplicate on your current theme.

Note: You're able to revert the installation in the off-chance that our robo-installer is not able to install correctly on your selected theme. Selecting this option will roll your theme back to its previous state. An installation request will also be created for our team to complete manually.

 


 


Manual Install:

This step will direct you to the installation instructions for completing this change yourself. Please note that this is only suggested if you have a strong knowledge of Liquid coding.

Within the first steps, it is recommended to create a duplicate of your current theme without the Bold Commerce app code before continuing with this install. This will ensure that you can test all the information added when all the steps are completed before making this theme live on your store.

Our expert installers also recommend completing an automatic install first. The manual installation  steps below can then be followed to ensure that everything is added correctly and displaying properly on your store.

 

Bold Subscriptions Code Install Instructions:

  1. From Shopify's admin, select Online Store.
  2. Select Actions.
  3. Duplicate the theme you would like the installation completed on.
  4. Select Edit code on the duplicated theme.
  5. Under "Snippets", find the following files:
    bsub-widget.liquid
    bsub-cart.liquid

    File the snippet files

  6. If the snippet files do not currently exist, select Add a new snippet. If these files do exist, please skip to Step #7.
    1. Enter the correct snippet name.
    2. Select Create snippet.

      Select create snippet

    3. Copy and paste the code from the following links:
    4. Select Save
  7. Under "Assets", find the following files: 
    bsub.js
    bsub.scss

    Find the asset files

  8. If the Asset files do not currently exist, select Add a new asset. If they do exist, please skip to Step 2: Edit product.liquid.
    1. Select Create a blank file.
    2. Enter the correct asset name.
    3. Select either .scss or .js for the file type.
    4. Select Add asset.

      Select add asset

    5. Copy and paste the code from the following links:
    6. Select Save.

Continuing within the theme files, complete the following steps:

  1. Under "Templates", select product.liquid. This code may be under product-template.liquid (e.g. product.liquid contains {% section ‘product-template’ %}) depending on your theme.
  2. Add this code where you want the widget to display. This normally is placed above the Add to Cart button, or the Quantity Selector:

    {% include 'bsub-widget' %}

    Note: The widget must be included within a <form> or { % form %}, otherwise the widget will not appear.

    Add the widget

  3. Select Save.

Continuing within the theme files, complete the following steps:

  1. Under "Templates", select cart.liquid. It may redirect you to cart-template.liquid depending on your theme.
  2. Find the beginning of the cart properties loop in the file:

    Find the cart lop code

  3. Add the following code within the cart loop:

    {% include 'bsub-cart' %}

    Paste the code

  4. Select Save.

Continuing within the theme files, complete the following steps:

  1. Under "Layout", select theme.liquid
  2. Find the end of the head tag. This should look like </head> in the file:

    Find the ending of the head tag

  3. Add the following code above the closing head tag:

    {{ 'bsub.js' | asset_url | script_tag }} 
    {{
    'bsub.scss.css' | asset_url | stylesheet_tag }}

    Paste the code above the ending head tag

  4. Select Save.

This step explains how to add the "Manage Subscriptions" page link to the customer’s account details page. Without this link being inserted into an obvious area, subscribers may find it difficult to locate where to manage their subscription.

We recommend inserting this link in this location, though other locations can be utilized as well - like in your main navigation bar. This can be moved around and tested to display to your liking.

Continuing within the theme files, complete the following steps:

  1. Under "Templates", select customers/account.liquid.

    Select Customers Account Liquid

  2. Under the line:

    {{ 'customer.account.details' | t }}

    or:

    {{ 'customer.account.title' | t }}

    copy and paste the following code:

    <p><a href="/pages/my-subscriptions" class="text-link">Manage Subscription</a></p>

    If you are not seeing either of the codes above, you can add this under the </header>.
    Paste in the Manage Subscription Link code

  3. Select Save.

From your Shopify admin, complete the following steps:

  1. On the home page of the Shopify admin, select Online Store, then Pages.
  2. Select Add page.

  3. Add "My Subscriptions" to the title of the page.

  4. Select the Show HTML button:

    Select Show HTML button

  5. Add the following line of code to the HTML input box:
    <div id="customer-portal-root"></div>

    Add the cde

  6. Select Save.

 

Verify the Bold Subscriptions Installation

Before continuing, please ensure that you have completed one of the installation methods above. Please know that a Subscription Group will have to be created on your store to test this further.

  • Within your Shopify admin, select Products and select one that is included in a subscription group within our app. You should see a section within the item page that has selling plans, and Bold Subscriptions will be listed within the frequency options.
  • Navigate to your storefront, and find a Subscription product. The widget should appear on your product page.
  • Test adding the product to your cart. The order frequency should appear within the cart page.
  • Take the product to the checkout and purchase the subscription. You can then review the Bold Subscriptions app customers to see if that order is now listed.
  • Within your online store, login to the customer account for subscriptions. In the account page, you should see a "Manage My Subscription" link.
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