Subscription Management V2: Customer Perspective

After purchasing a subscription product on your store, your customers will be able to make adjustments to their subscriptions in the Customer Portal. The adjustments they have access to will depend on the settings you have enabled.

The Customer Portal can be accessed by your customers by logging into their Shopify account on your store and selecting My Subscriptions. Customers will need to log in to your store with the same email they used to purchase the subscription.

 Pro-Tip

If your customer needs to reset their account password, they can do this from your storefront page by selecting the forgot password link on the login page.  If your customer has not registered their account yet, you can send an account invite from within their customer profile in Shopify.

This article will explain in further detail all of the changes that a customer can make to their active subscription, as well as steps that can be followed by a customer to make those changes.

 Caution

This article is relevant to Bold Subscriptions V1. If you have Bold Subscriptions V1 installed on your store, please visit Subscription Management: Customer Perspective for V1. If you are unsure of which version of Bold Subscriptions that you have currently installed, please visit Identify Your Version of Bold Subscriptions.

 


 

Allowing customers to change their next order date decreases the churn rate of cancelled subscriptions on your store. Once this setting is enabled, your subscribers will be able to sign in to the Customer Portal and choose a date for their next order.

Your customers will have two options when changing the upcoming order date:

  1. Only update next order date: This option will only update the next order date in the cycle and skip the previously scheduled next order date. For example, if a subscription generates monthly on the 15th, and the next order date is changed from September 15th to September 10th, the next order will generate on September 10th and then will be skipped on September 15th. All future orders will remain set to recur on the 15th.
  2. Update all future orders based on the selected date: This option will will change the next order date as well as the future order dates. For example, if a subscription generates monthly on the 15th, and the next order date is changed to the 10th, the next order will generate on the 10th as will all future recurring orders. 

Orders changed to today's date can take up to 60 minutes to process as Bold Subscriptions runs batches for recurring orders every hour starting at midnight.

 


 

Enable Setting in Bold Subscriptions V2

To allow subscribers to change the next order date in the Customer Portal, please follow these steps:

  1. From within Bold Subscriptions V2, select Settings.
  2. Select Customer portal.
  3. Select the toggle beside Customers can change their next order date.

    Select the toggle

Once this setting has been enabled, customers will be able to change their order renewal date for the next upcoming order or for all future recurring orders.

 


 

Change Upcoming Order Date in the Customer Portal

For subscribers to change the next order date in the Customer Portal, please follow these steps:

  1. From the storefront, select the Account Management Icon.
  2. Log in to the account that has the active subscription. 
  3. Select My Subscriptions.
  4. Under Active subscriptions, select Edit future orders under the product that you would like to adjust the order date for.

    Select Edit Future Orders

  5. Select the order text and choose a desired order date.
  6. Select Only update next order date or Update all future orders based on selected date.
  7. Select Save Changes.

Active subscribers may need to change the order frequency for their active subscription on your store. For example, your customer may wish to adjust an order frequency from recurring every week, to every two weeks to receive less of a product.

When subscribers are adjusting their order frequencies, they are only able to select from options that are built into the existing subscription groups.

 Caution

Changing a customer's order frequency will overwrite any previous order date changes.

 


 

Enable Setting in Bold Subscriptions V2

To allow your customers to change the next order date within the Customer Portal, please follow these steps:

  1. From within Bold Subscription V2 admin, select Settings.
  2. Select Customer portal.
  3. Select the toggle beside Customer can change their order frequency.

    Select the toggle

 


 

Change Order Frequency in the Customer Portal

To adjust the order frequency of an existing subscription via the Customer Portal, please follow these steps: 

  1. From your storefront, select the Account Management Icon.
  2. Log in to the account that has the active subscription.
  3. Select My Subscriptions.
  4. Under Order frequency, select Change frequency.

    Select Change Frequency

  5. Select the dropdown and change the frequency to the desired frequency option.
  6. Select Save.

Once the order frequency has been updated, check to make sure that the upcoming order dates are correct as well to match the new frequency selected.

Within Bold Subscriptions V2, you are able to enable the feature that allows subscribers to pause and resume their recurring orders. Enabling this setting will give your subscribers the ability to put their subscriptions on hold whenever they need to, for as long as they need.

During this time, they will not be billed or receive any orders that have not already been sent.

Enabling this feature is a great way to reduce churn for subscription orders. This is because it gives your customers the flexibility to pause their subscriptions at their leisure, instead of cancelling it completely.

 


 

Enable Setting in Bold Subscriptions V2

To enable the pause/resume feature for customers, please follow these steps:

  1. From within Bold Subscriptions V2, select Settings.
  2. Select Customer portal.
  3. Select the toggle next to Customers can pause and resume their subscriptions.

    Select the toggle

After this setting has been enabled, customers will be able to pause an active subscription within the Customer Portal.

 


 

Pause or Resume a Subscription in the Customer Portal

To pause or resume an existing subscription within the Customer Portal, please follow these steps:

  1. From your storefront, select the Account Management icon.
  2. Log in to the account that has the active subscription.
  3. Select My Subscriptions.
  4. Select Show details under the subscription that you would like to pause.
  5. Select Manage upcoming orders.
  6. Select Pause Future Orders.

    Select Pause Future Orders

If a customer would like to resume a subscription, this can be done by selecting Resume future orders near the top of the subscription details: 

Resume Future Orders Setting

Customers can adjust the quantity for a product on a subscription within the Customer Portal. This allows existing subscribers to easy increase or decrease the amount of products they are receiving, without the need to make another purchase on a separate order.

 


 

Setup

For customers to update the product quantity within an existing subscription, please follow these steps:

  1. From your storefront, select the Account Management icon.
  2. Log in to the account that has the active subscription.
  3. Select My Subscriptions.
  4. Select Show details under the subscription you would like to increase or decrease the quantity for a product.
  5. Select Edit next to Products in my subscription.

    Select Edit

  6. Adjust the quantity to the desired amount for each product that is in the existing subscription.
  7. Select Save.

If a customer needs to cancel their existing subscription, they can complete this within the Customer Portal on your store. 

Some common reasons a customer may look at cancelling their subscription on your store are as follows:

  • The product is too expensive.
  • Unhappy with the product.
  • Receiving too much of the product.
  • Rather order one-time purchases of the product rather than a recurring order.
  • Address change.

 

Enable Setting in Bold Subscriptions V2

To allow your customers to have the option to cancel their orders within the Customer Portal, please follow these steps:

  1. From the Bold Subscription admin, select Settings.
  2. Select Customer portal.
  3. Select the toggle beside Customers can cancel their subscriptions.

    Select the toggle

Once this setting has been enabled, customers will be able to cancel their subscriptions in the Customer Portal.

 


 

Change an Existing Subscription in the Customer Portal

To cancel an existing subscription within the Customer Portal, please follow these steps:

  1. From your storefront, select the Account Management Icon.
  2. Log in to the account that has the active subscription.
  3. Select My Subscriptions.
  4. Select Show details under the subscription that needs to be cancelled.
  5. Select Cancel Subscription three times.
  6. Choose a cancellation reason.

    Note: Cancellation reasons will only appear if a Cancellation Flow has been created in Bold Subscriptions V2. Please visit Cancellation & Dunning Management for steps on setting up a cancellation flow.

    Choose a cancellation reason

  7. Select Confirm.

If a customer needs to reactivate a subscription, this can be done in the Customer Portal by selecting View Inactive Subscriptions at the bottom of the page, then selecting Reactivate Subscription > Yes, Reactivate Subscription under the subscription that you would like to reactivate.

Select View Inactive Subscriptions

Select Reactivate Subscription

Existing subscribers have full access to changing their account information within the Customer Portal. This includes updating their email address, first name, last name and phone number:

Account Management Section

Updating information within the Customer Portal will also make the changes within their customer account in Shopify's admin.

Note: If a customer changes the email address on the Customer Portal, the user must use the new email address to log into the account going forward on your storefront.  

 


 

Setup

For steps that a customer can follow to change their account information, please follow these steps:

  1. From your storefront, select the Account Management icon.
  2. Log in to an account that has an active subscription.
  3. Select My Subscriptions.
  4. Near the top of the page under My account info, make the necessary adjustments.
  5. Select Save Changes.

If a customer's payment method or billing address needs to be updated, they can complete this change through the Customer Portal.

It is important that customers know that they have the ability to update their payment details for their existing subscriptions, as they will become inactive depending on the stores Failed Transaction Handling set in Bold Subscriptions V2.

 


 

Setup

For customers to update their payment method or billing address, please follow these steps:

  1. From your storefront, select the Account Management icon.
  2. Log in to the account that has the active subscription.
  3. Select My Subscriptions.
  4. Select Show details under the subscription you would like to update the payment method or billing address for.
  5. Select Payment information.
  6. Select Change Payment Information.
  7. Check the email that is registered to the subscription account.

    Note: If you are having issues receiving the email, please check your spam and junk folders.

  8. Open the email titled Edit your payment details and select Edit payment details button within the email.

    Select Edit Payment Details

  9. Select Change.

    Select Change

  10. Enter the new payment credentials.
  11. Under Billing address, update the billing address that matches your new credentials.
  12. Select Update card.

Once the payment credentials have been saved, the new credentials will be used on the next upcoming recurring order interval. 

Customers are able to adjust their shipping address directly within the Customer Portal of the store. If the correct information is not updated, there is a strong possibility that the future recurring orders will automatically fail due to a payment error with the payment method being used.

 


 

Setup

For customers to update the shipping address of an existing subscription, please follow these steps:

  1. From your storefront, select the Account Management icon.
  2. Log in to the account that has the active subscription.
  3. Select My Subscriptions.
  4. Select Show details under the subscription you would like to update the shipping address for.
  5. Select Edit next to Address and shipping information.

    Select Edit

  6. Select an existing address or enter a new address.
  7. Select Save Changes.

Once the shipping details have been updated, all future recurring orders will automatically reflect this new information on the generated orders in Shopify.

 Caution

Swapping is unavailable for customers who are using a currency that is different from your store's base currency.

If a customer would like to subscribe to a different product within their subscription, Bold Subscriptions V2 offers the ability for customers to swap their current product with a new one. This allows them to avoid cancelling and resubscribing, and all can be done easily within the Customer Portal.

Customers will be able to swap between products that have been chosen in the subscription group that the existing product they are subscribed to resides in.

 Alert

It is important to note that when a customer or merchant swaps a product that contains a product-specific discount code, it will result in an error. To resolve this error, product-specific discount codes must be removed from the subscription prior to the product swap; afterwards, the product-specific discount can be re-applied to the customer’s subscription.

 


 

Setup

To swap a product within an existing subscription, please follow these steps:

  1. From your storefront, select the Account Management Icon.
  2. Log in to the account that has the active subscription.
  3. Select My Subscriptions.
  4. Select Show details under the subscription that contains a product you want to swap with another product.
  5. Select Products in my subscription.
  6. Select Swap product next to the product you want to swap with.

    Select Swap Product

  7. Click Select product next to a product you would like to swap the original product with.

    Click Select Product

  8. Select OK.

All future orders will generate with the new product after the swap has been completed. Customers can continue to swap products on each order by following these steps between each recurring order date.

If your customer would like to add a discount code to their existing subscription from within the Customer Portal, please have them follow the steps below.

 Alert

It is important to note that Buy X Get Y discounts are not eligible for subscriptions. As well, when a discount code is applied to a subscription, the price of the subscription will not appear discounted in the Customer Portal. To read more about this and other limitations, please visit Shipping Rates & Discount Codes in Bold Subscriptions V2.

 


 

Setup

  1. From your storefront, select the Account Management Icon
  2. Log in to the account that has the active subscription. 
  3. Select My Subscriptions.
  4. Select Discount code, then Add discount.
    Add discount button
  5. Select Apply.

In order to add a new discount code to an existing subscription, any existing or inactive discount codes will need to be removed first. Inactive discount codes remain visible on your customer's subscription even when they are expired.

If your customer would like to remove a discount code from an existing subscription from within their Customer Portal, please have them follow the steps below.

 


 

Setup

  1. From your storefront, select the Account Management Icon
  2. Log in to the account that has the active subscription. 
  3. Select My Subscriptions.
  4. Select Discount code, then Remove discount.

    Select Remove discount

Customers are able to skip an upcoming order within their subscription, and resume the order on a later date.

Some possible reasons a customer may want to skip an upcoming order are:

  • Insufficient funds in the payment method on file.
  • They are moving.
  • They just need some extra time between orders.

 


 

Setup

To skip an order within the Customer Portal, please follow these steps:

  1. From your storefront, select the Account Management Icon
  2. Log in to the account that has the active subscription. 
  3. Select My Subscriptions.
  4. Select Show details under the subscription that you would like to skip a future order for.
  5. Select Manage upcoming orders.
  6. Select Skip shipment beside the upcoming order that you would like to skip.

    Select Skip Shipment

If a subscription has an order that was skipped that needs to be reversed, you can follow steps 1-6 and select Recover shipment to reverse the change that was made earlier.

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