Migrating to Bold Subscriptions V2

Our Migration team is ready to help you migrate to Subscriptions V2. Whether you are coming from another platform such as ReCharge or Ordergroove, or from Bold Subscriptions V1, our experienced team can work with you to ensure your migration moves forward with as little disruption to your existing customers as possible.

 Pro-Tip

It's important to note that Bold Subscriptions V2 is a new subscriptions app that offers a unified checkout with Shopify Checkout and Shopify Payments.

This article will go over both the benefits of migrating to Subscriptions V2, as well as some important considerations.

 


 

Sections in this article:

 


 

Benefits of Migrating to Subscriptions V2

Bold Subscriptions V2 is packed with features and seamlessly integrates with your Shopify store to give you the ability to sell your products on a recurring basis. Out of the box you can:

  • Allow your customers to manage their own subscriptions in the Customer Portal.
  • Send email notifications using the built-in email templates.
  • Set up a custom cancellation flow to reduce churn.
  • Download reports to analyze your subscription data.
  • Access our APIs to customize and scale a subscription service that fits your business needs.
 Pro-Tip

For an overview of Subscriptions V2 and all available features, please visit Subscriptions V2 Overview.

Some other benefits you may enjoy are:

  • You’ll have only one checkout to manage.
  • You'll be able to take advantage of Shopify Payments’ potentially lower transaction fees for new subscriptions, as well other benefits.
  • Ability to use PayPal Express or Authorize.net.
  • Ability to use other apps that rely on the Shopify Checkout.

Subscriptions V2 is actively being developed and updated all the time. New features along with third-party integrations are being released continuously. The list has grown substantially since its introduction. With this in mind, some features that are not yet available in Shopify or Bold may become available in the near future.

 Pro-Tip

 

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Important Considerations

Depending on the features and settings you are currently using on your current platform or application, it is important to note certain that things cannot be imported over in the migration process. These are:

  • Existing order tags.
  • Historical information, including inactive records from your previous app
  • Subscription group discounts. The price set in the import will be the price for future subscriptions. However, if a customer swaps a product, the current subscription group discount of the swapped product will be applied.
  • Shipping rates. The rates that are currently set up in your Shopify shipping settings will become the rate applied to your subscriptions.
  • Orders which have been skipped on the previous platform won't be recognized.

    Note: If order #1 is skipped and set to reoccur on July 27, 2022 this order will be migrated with the next order date adjusted in Subscriptions V2 accordingly. If there is another order that is skipped on the 3rd recurrence within the same subscription, that order will not be recognized when that subscription order is migrated.

  • Line item properties.

    Note: Line items will not function as expected on migrated subscription orders. As a workaround, you may want to consider importing subscription order notes as a way to store important information about your customer’s subscriptions.

  • Prepaid and build-a-box type subscriptions cannot be migrated. Only standard, active (including paused) subscriptions are imported.

 

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Ready to Migrate?

To get started with your migration, please select the guide relevant to your current platform below.

Preparation is key to ensure your migration process is as smooth as possible for both you and your customers, and our migrations team is here to help.

This guide will show you how you can migrate from Subscriptions V1 to V2 in eight steps.

 Walkthrough

 


 

Important Considerations

Bold Subscriptions V2 is a new subscriptions app that offers a unified checkout with Shopify Checkout and Shopify Payments. It's important to note that not all features are available in both V1 and V2, although updates are happening on a regular basis.

The following features are exclusive to Subscriptions V1:

  • Build-a-Box Subscriptions
  • Convertible Subscriptions
  • Prepaid & Gift Subscriptions
  • Buy Buttons
  • Dynamic Discounts
 Pro-Tip

For a full list of version differences, please visit Bold Subscriptions V1 & V2 Differences.

 


 

Steps

  1. Determine your eligibility. To determine if your store is a good fit and that you meet the requirements to use Subscriptions V2, please visit Payment Options Eligibility in Bold Subscriptions V2.
  2. Install and set up. Download Subscriptions V2 onto your store and have the liquid code installed on a backup theme. The team will request collaborator access in Shopify in order to help you install the code. Choose your settings and create your subscription groups to match your setup in Subscriptions V1. For more information, please visit Set up Bold Subscriptions V2.
  3. Connect your payment gateway. In your Shopify settings under payments, you will need to connect an eligible payment gateway (Authorize.net or Stripe).

    Note: If you are using Stripe, you will need to connect a legacy Stripe account. Please visit Connect a Legacy Stripe Account Before Migrating.
    If you are using Braintree, please visit Connect a Legacy Braintree Account Before Migrating.
    If you are not using one of the eligible payment gateways, let our team know and they can help you migrate to an approved payment gateway.

  4. Provide Account Center access. In order for the team to perform the migration, you will need to create an account in Bold Account Center and grant access to Bold. For more information, please visit How to Provide Account Center Access for Migrations.
  5. Go live with Subscriptions V2. Publish your backup theme and begin accepting orders in Subscriptions V2.
  6. Fill out the Import Template. If you have more than one subscription group set up in Subscriptions V2, the Migrations team will request that you fill out the Import Template for Bold Subscriptions V2 to let us know which existing subscriptions will be associated with which groups in Subscriptions V2.
  7. Determine your next order dates. Whether you process orders daily or at fixed intervals like the 1st or the 15th of the month, we want to make sure that the next order dates for your existing V1 subscriptions are not disrupted during the migration. We’ll work with you to determine the best timing for the migration based on your shipping dates.
  8. Migration Day. On the day of your scheduled migration, our team will import all your Subscriptions V1 customers into Subscriptions V2 to complete the process.

Once you are ready to migrate, create a ticket for the Migrations team here and our team will reach out to you in 1-2 days.

 


 

Before you submit your migration request, please follow the steps below.

  1. Determine if you are eligible. For more information, please visit Payment Options & Eligibility in Bold Subscriptions V2.

    Note: Currently, we are only able to migrate merchants who wish to use Shopify Payments, Stripe or Authorize.net as their payment gateway.
    If you are currently using Stripe, you will need to connect a Legacy Stripe Account. Please visit Connect a Legacy Stripe Account Before Migrating. If you are currently using Braintree, please visit Connect a Legacy Braintree Account Before Migrating. If you are not using one of the eligible payment gateways, let our team know and they can help you migrate to an approved payment gateway.

  2. Install Bold Subscriptions V2. For more information, please visit Installation Guide For Bold Subscriptions V2.

    Note: If you have an existing subscription service running on your live theme, please install Subscriptions V2 on a backup theme in order to prevent code conflicts.

  3. Set up Bold Subscriptions V2 and place a test order. For more information, please visit Setup Bold Subscriptions V2.
  4. Provide Account Center access to our Migration team. For more information, please visit How to Provide Account Center Access for Migrations.

Once you are ready to migrate, create a ticket for the Migrations team here.

Our Migrations team will reach out to you within 1-2 business days to request that you fill out the Import Template for Bold Subscriptions V2.

 

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FAQs

To view the answer of one of our frequently asked questions, please select a question below.

There is no cost to migrate to Bold Subscriptions V2 on Shopify. We are happy to provide the service and migration support free of charge.

We will continue supporting V1 for the foreseeable future and will not require merchants to migrate to V2.  For others who want to migrate to V2, our goal is to help with that.

If you are currently on Bold Subscriptions V1 and do not wish to migrate, it is recommended to keep the app installed on your store.

Once Bold Subscriptions V1 is removed from your store, you will be unable to access this version again. So it is important that you understand the features and impact that this change will create.

No, all active subscribers you currently have on Bold Subscriptions V1 will remain untouched.

If you are interested in switching to the new version of Bold Subscriptions, it is best to keep the current version of your app and review all our documentation on the new version as well.

Bold is constantly working on adding new features to our Subscription app, and will be focusing on launching new material in the upcoming months. Please continue to check our Subscriptions V2 Overview article for updates.

You can also reach out via chat if you have any feature recommendations. All feedback received is greatly appreciated.

Bold Subscriptions V2 is a robust subscriptions platform that offers a wide variety of features to enhance your customer’s subscription experience. When comparing Bold Subscriptions V2 to other subscription apps on Shopify, Bold Subscriptions V2 can offer you:

  • The ability to set up your subscriptions exactly how you would like for your subscribers. API's and webhooks can be used to design a branded experience for your customers that spreads across your product pages, checkout, and customer portal.
  • Allow your customers to have total control of their orders by being able to edit, skip, or cancel their subscriptions.
  • The ability to create automatic and personalized emails to be sent to your customers when any changes occur to their subscriptions. This is all managed with our in-app email editor.
  • Use real-time analytics and reporting to track performance and inform optimization.

To see an outline of the differences between Bold Subscriptions V1 & V2, please visit Bold Subscriptions V1 & V2 Differences.

 

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