Under the Settings tab in Subscriptions for Shopify Checkout, you can adjust the permissions for the Customer Portal, enable emails, and set up your cancellation and dunning management.
For a full explanation of each setting, select a heading below.
This article is relevant to Subscriptions on Shopify Checkout. If you have Subscriptions V1 on your store, please visit Subscriptions V1 Overview. If you're unsure of which version you currently have, please visit Identify Your Version of Bold Subscriptions.
This area will show the details of your store, such as the timezone, currency, and daily processing time. This information is pulled from Shopify and will display within the settings to give you more information.
Subscription orders will be processed each cycle at 12AM, based on your timezone.
Within the Customer Portal tab in your settings, you will be able to adjust the permissions for what your customers can do when managing their own subscriptions.
- To see how your customers can manage their subscriptions, please visit Subscription Management: Customer Perspective in Subscriptions for Shopify Checkout.
- To see how you can manage your customers subscriptions, please visit Subscription Management: Merchant Perspective in Subscriptions for Shopify Checkout.
Customer can pause and resume their subscriptions
If this feature is enabled, this setting will give your subscribers the ability to put their subscriptions on hold whenever they need to, for as long as they need. This can also be used to skip an individual order. During this time, they will not be billed or receive any orders that have not yet been set.
This feature is different than skipping an order since your customer will need to manually resume the subscription. If you prefer not to give your customers this functionality, please keep the toggle turned off. You will still be able to pause and resume your customers' subscriptions on their behalf from within the app admin.
Customer can change their next order date
When this setting is enabled, your customers will be able change their next order to date within the Customer Portal. This is helpful for customers who would like to order more of your product, or delay their next order.
Customers will have a choice to either update all future orders from the new date selected, or only change the next order.
This setting only applies to subscriptions that are not on fixed intervals such as every Monday or the 15th of the month.
Customer can cancel their subscriptions
When enabled, this setting will allow your customers to cancel their own subscriptions through the Customer Portal. This is ideal if you want to give your customers the flexibility in choosing when to cancel their subscriptions.
If this feature is not enabled, then this option will hide the Cancel subscription option from your customers in their Customer Portal. Customers will only be able to cancel their subscriptions by contacting your store directly.
Customer can change their order frequency
When this setting is enabled, your customers will be able to change the frequency of their orders within the Customer Portal. This is helpful for customers who find they need more or less of your subscription product on an ongoing basis.
Customers will only be able to choose from the frequencies that are already available on the subscription product.
Customer can create an additional order
This setting will place an Order Now button beside the active subscription products in the Customer Portal. This will allow your customer to create an additional order at anytime. When the Order Now button is selected, the order will generate within the hour. The next order dates will automatically be adjusted to the frequency they had already selected.
Bold Subscriptions offers built-in email notifications which can be enabled or disabled, along with templates that can be customized to match your store's branding and design. Add your logo, style them with CSS, and use custom merge fields to include information about the customer, your store, and their subscriptions.
You can update the contact information for your store in the Email settings. This includes the from name and reply-to email address that appears in the emails sent to your customers. You can also create new email templates from here.
Learn more about Bold Subscriptions' email functionality below, as well as how to edit your templates, send a test email, and improve email deliverability.
Bold Subscriptions will automatically notify your customers when their upcoming order is about to occur by sending an order confirmation via email.
The following email notifications are available within Bold Subscriptions:
- Subscription Created: This email will be sent to your customers when they first order a new subscription.
- Transaction Failed: This email will be sent to your customers when an order has failed due to a credit card error.
- Upcoming Order: This email will be sent a certain number of days ahead of your customer's upcoming order. You can customize the number of days this email gets sent out before the order is set to generate.
Note: When a product is swapped within a subscription order, a notification will not be sent out. Instead, the upcoming order email will have the updated product information for your customers.
- Expiring Credit Card: This email will be sent a certain number of days ahead of a payment going through if your customer's credit card is expiring or has expired. You can customize the time and number of days before their credit card is set to expire that this email gets sent to your customers.
- Payment Requires Strong Customer Authentication (SCA): When SCA is required on a recurring order, Shopify will send out an email to your customer with a link to authorize their payment. This email notification can be enabled to send a reminder to your customers if their payment was not authorized on the first request and is still pending.
You can customize when and how often this email gets sent to your customers starting from when their order is set to generate. For example, setting a notification period of 1 Day will mean the email reminder is sent every day until the payment is authorized. Using a setting of 2 Days will mean it will be sent every other day until their payment is authorized.
SCA is relevant only when both merchants and their customers reside within the European Economic Area. For more information, please visit Strong Customer Authentication (SCA) in Subscriptions for Shopify Checkout.
Edit Your Email Templates
To edit your individual email notifications, please follow the steps below.
From within Bold Subscriptions, navigate to Settings.
Select the ellipsis beside the notification you want to adjust, and select Edit email template.
Adjust the template accordingly.
Note: You can edit the HTML source code by selecting the < > icon. Visit W3 Schools - HTML for more information on how to use HTML.
- Enable the email notification by moving the toggle to the on position (to the right).
Send a Test Email
When testing your email templates, Bold Subscriptions will display your store name as Your Awesome Store. When the real email is sent to your customers your own store name will be displayed.
To send a test email, please follow the steps below.
From within Bold Subscriptions, select Settings, then Email Notifications.
Select the ellipsis beside the notification you want to test.
- Select Send test email.
- Enter your email address and select Send Test Notification.
Improve Email Deliverability
In order to improve email deliverability, you will want to add our Sender Policy Framework (SPF) record to your existing DNS.
An SPF record is a type of Domain Name Service (DNS) record that identifies which mail servers are permitted to send email on behalf of your domain. The purpose of an SPF record is to detect and prevent spammers from sending messages with forged from addresses on your domain.
Adding Bold's SPF record to your DNS should improve email deliverability and allow customers to receive Bold Subscriptions automated emails more reliably.
To add our SPF record to your existing DNS, please follow the steps below.
- Login to your domain's administrative console.
- Navigate to the page where the DNS records can be updated.
- Create a TXT record containing this text: v=spf1 include:spf1.boldapps.net ~all.
Note: Ensure you use ~all and not -all. If you don't, this may cause some email delivery issues.
- Save these changes.
Cancellation management gives you two options to manage how your customers cancel their subscriptions from within the Customer Portal.
Provide cancellation instructions
This will hide the cancel subscription option from your customers on your storefront. Customers will only be able to cancel their subscriptions by contacting your store directly, based on the information that you provide in the cancellation instructions box.
Customer retention flow
This feature will allow your customers to cancel their own subscriptions through the Customer Portal. This is ideal if you want to give your customers the flexibility in choosing when to cancel their subscriptions, and provide cancellation reasons that a customer must choose from.
For more information, please visit Cancellation & Dunning Management in Subscriptions for Shopify Checkout.
Within the settings, you are able to customize your stores dunning management for subscription orders. This helps with managing the failed orders payment flows on your store, and determines how many times a subscription payment will be retried after a credit card failure.
This setting will give you the opportunity to collect a payment and create the order, and can be set between 1 and 15 retries.
For more detailed information, please visit Cancellation & Dunning Management in Subscriptions for Shopify Checkout.