Under the Settings tab in Bold Subscriptions V2, the following settings below are available. For more information on each setting, select one of the headings below.
Caution
This article is relevant to Bold Subscriptions V2. If you have Bold Subscriptions V1 currently installed on your store, please visit Subscriptions V1 Overview. If you're unsure which version you currently have installed on your store, please visit Identify Your Version of Bold Subscriptions.
Store Settings
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.
Pro-Tip
- To see how your customers can manage their subscriptions, please visit Subscription Management V2: Customer Perspective.
- To see how you can manage your customers subscriptions, please visit Subscription Management V2: Merchant Perspective.
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.
Alert
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.
Subscriptions V2 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.
Pro-Tip
Subscriptions V2 will automatically notify your customers when their upcoming order is about to occur by sending an order confirmation via email.
Functionality
Within the Email notification area of the Bold Subscriptions settings, you can update the contact information for your store in the Email settings. This includes the "from" contact name and "reply-to" customer contact email address that appears on the emails.
From this section, you are also able to complete the global customer notification styling. This includes adding CSS that will be rendered on all of your email templates.
There are five email notifications to allow you to select when to notify your customers of upcoming orders, failed transactions, new subscription purchases, and more.
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.
Alert
When a product is swapped within a Bold Subscriptions V2 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
Alert
Strong Customer Authentication (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) for Subscriptions V2.
When SCA is required on a recurring order, 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 based on when their order was 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.
Setup
To edit your individual email notifications, please follow the steps below.
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From Shopify's admin, select Apps.
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Select Bold Subscriptions.
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Select Settings, then Email Notifications.
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Select the ellipsis beside the notification you want to adjust, and select Edit email template.
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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.
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Select Save.
- Enable the email notification by selecting the toggle.
Note: The email is enabled when the toggle is green.
Send a Test Email
Alert
When testing your email templates, the Bold Subscriptions V2 app will display the store name as Your Awesome Store. When real emails are sent your customers with subscriptions, Your Awesome Store will automatically be replaced with your own store's name.
To send a test email, please follow these steps:
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From Shopify's admin, select Apps.
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Select Bold Subscriptions.
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Select Settings, then Email Notifications.
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Select the ellipsis beside the notification you want to test.
- Select Send test email.
- Enter your email address and select Send Test Notification.
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Update your Customers Email Address
When your customers sign up for subscriptions through Bold Subscriptions V2, Shopify handles all of their account and login information.
For more information on updating your customers email, please visit Shopify's article on Managing Customers.
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.
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.