Edit Settings in Bold Subscriptions

 Pro-Tip

Please note that this article only relates to Version 2 of Bold Subscriptions. If you have Version 1 currently installed on your store, please visit Configure Display Settings or Shipping and Tax Settings for Subscriptions V1.

If you're unsure which version you currently have installed on your store, please visit our Bold Subscriptions V1 & V2 Comparison article for more information.

Overview

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.

 


 

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 time zone.

 

Within the Customer Portal tab in your settings, you have the ability to enable a switch that adjusts how your customers manage their subscriptions.

 

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 have to be sure 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 from within the app.

 

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.

Note: This setting only applies to subscriptions that are not on fixed intervals. E.g. every Monday or the 15th of the month.

 

Customer can cancel their subscriptions

This feature will allow your customers to cancel their own subscriptions through the Customer Portal on the store front, once it is enabled. 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 on your storefront. 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 available 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 several email templates that can be customized to match your site's branding and design. These templates allow you to use custom merge fields to include information about the customer, your store, and their subscriptions.

 Pro-Tip

Bold Subscriptions will automatically notify your customers when their upcoming order is about to occur by sending an order confirmation via email.

When setting up your Email Settings in Bold Subscriptions, your contact name and email address for the notification email can be updated. There are also four options for customers' notifications built into the app, so you can select when to notify your customers of upcoming orders, credit card updates, and new subscription purchases.

 


 

Functionality

Within the Email Notification area of the Bold Subscriptions settings, you will be able to update the contact information for your store. This includes updating the From/Reply email address, and the contact name 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.

From here, you will be able to make adjustments to email types that are built within our app.

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 customers next order being created. You are able to customize the number of days before, as well as the time of day this email gets sent to your customers.

 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 customers credit card is expiring or has expired.

You are able to customize the number of days before, as well as the time of day this email gets sent to your customers.

 


 

Setup

To edit the email templates, please follow these steps:

  1. From Shopify's admin, select Apps.

  2. Select Bold Subscriptions.

  3. Select Settings, then Email Notifications.

  4. Select the ellipsis beside the notification you want to adjust.

    Select_Ellipsis.png

  5. Select Edit email template.

  6. 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.

  7. Select Save.

 


 

Send a Test Email

To send a test email, please follow these steps:

    1. From Shopify's admin, select Apps.

    2. Select Bold Subscriptions.

    3. Select Settings, then Email Notifications.

    4. Select the ellipsis beside the notification you want to test.

    5. Select Send test email.
      Send a test email
    6. Enter your email address and select Send Test Notification.
      Enter Email for Test Email

 


 

Update your Customers Email Address

When your customers sign up for subscriptions through Bold Subscriptions V2, Shopify handles all of their account and log in 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.

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