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Create a Standard Subscription Group

Laurel
Laurel
  • Updated

Standard subscription groups allow you to offer regular pay-as-you-go subscriptions to your customers. You can choose which products you would like to offer to your customers as a subscription, add the frequency options, and set up discounts for an extra incentive to subscribe.

This article provides step-by-step instructions on how to set up a standard subscription group.

 

 

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.

Example

Subscription Widget on Product Page

 

 

 

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 or variants you'd like to include in the group.

    Note: Variant level subscription groups are compatible with Online Store 2.0 themes only. To install Bold Subscriptions on a 2.0 theme, please visit our Installation Guide for Subscriptions for Shopify 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. This option appears for monthly or yearly frequencies. Additional choices appear when selecting this option.

      Note: If either of the last two options are selected, the Use cutoff days setting appears. For more information on how to use Cutoff days, please visit Subscription Group Settings.

  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 Allow minimum order requirement, and enter a number to set the minimum amount of orders that must pass before a customer can cancel their subscription.

    Note: Please ensure your use of this setting complies with local laws. For more information about this feature, please visit Subscription Group Settings.

  13. Optional: Toggle on Offer a discount for subscribing. 

    Note: This provides a Subscribe and Save incentive for your customers. The discount set within this area is applied to every order for the subscription product(s) unless a dynamic discount is enabled in the next setting.

  14. Optional: Under Dynamic discounts, check the box next to Change discount after specific number of orders.

    Note: This creates a dynamic discount that automatically switches the discount amount after a specific number of orders have passed.

    Dynamic discount

    1. Expand the menu under After the, and select the number of orders which must pass before the discount changes.

      Note: The number of orders includes the customer's initial order.

    2. Enter your desired amount in the Discount offer field.
    3. Expand the Type menu and choose a Percent off or Amount off discount.
  15. Click Save Changes.

    Note: Newly created subscription groups will be active on your storefront as soon as they are saved. If you are not ready to go live, you can deactivate the subscription group.

 

Next steps

Now that your subscription group is created, you may want to test things out or make some changes. Please refer to the following articles for some potential next steps: