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Create a Standard Subscription Group

Laurel
Laurel
  • Updated

Subscription groups allow you to select which products you would like to offer to your customers as a subscription, determine the frequency options your customers can choose from, offer discounts as an incentive to subscribe, and more.

This article explains the functionality of the subscription group and settings, and provides step-by-step instructions on how to set up your subscription.

 


 

Video Walkthrough

 


 

Functionality

Once a subscription group has been created and activated within Bold Subscriptions, a subscription widget appears on the product page. 

Using the options in the subscription widget, customers can either choose to subscribe at a particular frequency, or purchase the product one time.

Subscription Widget on Product Page

 


 

Cart functionality

After a subscription product is added to your customer's cart, they can continue shopping as they normally would. This means that multiple items can be added to the cart prior to your customer checking out.

 


 

Subscription frequencies

Using the Subscription frequency options in the subscription group settings, you can determine how often you'd like your customers to be able to receive orders. For example, you can to make your product available on a weekly and monthly basis. These options will be available for your customers to choose from when they purchase a subscription on your store.

There are two types of subscription frequencies: Non-fixed and fixed. 

 

Non-fixed subscription frequency

Non-fixed frequencies orders recur based on the day of your customers initial purchase. This means each customer can have a different date on which their order will recur.

Daily subscriptions recur every number of days you select, starting from the time of your customer's initial purchase.

Weekly subscriptions recur every number of weeks, on the same day of the week that the original order was placed. For example, if an initial order is placed on a Thursday, the recurring order will complete every following Thursday on a weekly basis. If it is placed on a Monday, it will recur every Monday.

Monthly subscriptions recur every number of months you select, on the same day of the month as the original order. If an order is placed on the 15th, it will recur every month on the 15th. If an order is placed on the 31st, the order for the next month will use the next closest date. For example, an order placed on Jan 31st will recur on feb 28th, or in the case of a leap year, it will recur on the 29th.

Yearly subscriptions recur every number of years you select, on the same month and day that the original order was placed.

 

Fixed subscription frequency

Fixed subscription frequencies recur at fixed intervals. For example, they could recur each month on the 15th, every week on Monday, or the first weekend of each month (custom occurrence). This is different from non-fixed subscription frequencies because regardless of when the initial order was placed, all orders recur at the same time.

When using a fixed subscription frequency, it is best to use cutoff days. This feature is useful to ensure that the recurring order does not take place too soon after the initial subscription purchase on your store. For example, if you have a monthly subscription that recurs on the 15th of each month and a customer orders on the 14th, you wouldn't want to have the order generate both on the 14th and 15th.  Cutoff days allow you to skip the next order for that customer.

 


 

Cutoff days

Cut off days are used with fixed subscription frequencies to set a minimum amount of time that must pass between your customer's first and second order. If the second scheduled order falls within the number of cutoff days you've specified, the second order will be skipped.

This prevents a subscriber's initial and second order from occurring too close together and ensures your customer is not charged twice before they have received their first order.

Example

If your billing date is on the 1st of every month, setting your cutoff days to 15 will mean that all initial orders placed 15 days before the 1st, will not be charged again on the next recurring date. That order will be skipped

If you need more time to fulfill your orders, you can increase the number of cutoff days.

Typically, we recommend 15 cutoff days for monthly subscriptions, but it can vary across different cases.

Cutoff days example

The cutoff day controls are available depending on the recurrence type you select under the Advanced options, such as specific day of the month or custom occurrence.

Advanced options such as RRULES are available for those who have Bold Cashier installed on their store. For more information on using RRULES with Cashier, please visit Create RRULES for Bold Subscriptions.

 


 

Setup

When creating your subscription groups, you will be presented with multiple features that can be enabled within the group. For an explanation of these features and step-by-step instructions, please follow the steps below.

Pro-Tip: Prepaid subscriptions can also be offered with standard subscriptions or on their own. To learn more, please visit Prepaid Subscriptions.

  1. From within Bold Subscriptions, navigate to Subscription groups.

  2. Click Create subscription group.

  3. Enter a Group name.

    Note: This is an internal name, your customers will not see it.

  4. Click Select products.

  5. Check the box next to the products you'd like to include in the group.

    Note: Digital products do not require a shipping address to be entered in the checkout.

  6. Click Confirm.

  7. Set your Subscription frequency. Select Days, Weeks, Months or Years.

  8. Click Show advanced options, and choose from the following options:

    • On purchase day: The customer's subscription renews based on the date of their initial purchase.

    • On specific day of the month: The customer's subscription renews on the same day every month; regardless of their date of purchase.

    • Custom occurrence: Custom logic for when your customers' subscriptions renew. Additional choices appear when selecting this option.

      Note: If either of the last two options are selected, you have the ability to Use cutoff days. For more information, please see Cutoff days above.

  9. Enter Frequency name.

    Note: This name is displayed in the subscription widget.

  10. Click Save Frequency.

  11. Optional: Select Add new frequency and repeat steps 7 - 10 for additional frequency intervals.
  12. Optional: Toggle on Offer a discount for subscribing. 

    Note: This provides a Subscribe & Save! incentive to your customers. Discounts applied within this area for Bold Subscriptions will recur on every order for this product.

  13. Click Save Changes.

    Note: Newly created subscription groups will be active on your storefront as soon as they are saved.

To create a test order for your new subscription product, please visit Shopify's article Testing Shopify Payments.

To change the colors or appearance of your subscription widget, please visit Customize the Subscription Widget App Block.

 


 

Subscription-only products

By default, all products added to subscriptions groups will be available as recurring purchases and one-time purchases. Within your Shopify admin product page, you can enable the setting to only allow purchase of this product as a subscription. This will remove the option for a one-time purchase on the product page widget. 

If you would like your items to be available by subscription only, please follow the steps below once you have finished creating your subscription groups.

  1. From within the Shopify admin, navigate to Products.
  2. Find and click on a product that belongs to a subscription group.
  3. Check the box next to Only allow purchase of this product as a subscription.
    Subscription only setting
  4. Click Save.

 

 


 

Activate or deactivate a subscription group

Alert: Deactivating a subscription group does not affect recurring orders for any customers who already have existing subscriptions. Existing subscription orders will continue to generate as normal. This only removes the subscription options from your product on the storefront. 

Once you create and save a subscription group, it is automatically activated. This means the subscription options for the products in that subscription group will be live on your storefront.

If you would like to deactivate your subscription group, move the toggle to the off position on the Subscription group page within Bold Subscriptions.

Example

Activated subscription groups:

Activated Subscription Groups