Subscription Management V2: Merchant Perspective

Bold Subscriptions V2 comes with a full suite of management tools to help you maintain your customer's subscriptions and information.

From the Customers tab within the admin of Bold Subscriptions V2, you are able to:

  • View your customer's subscribed products from both the past and present.
  • Swap your customer's products.
  • View and edit customer info and shipping details.
  • View and edit your customer's next order dates.
  • Cancel, pause or resume subscriptions.
  • Edit upcoming orders.
  • Add or remove a discount code.
  • Log into the Customer Portal as the customer.

And much more.

This article will guide you through the changes you can make for your customers.

 Caution

Please note that this article only relates to Version 2 of Bold Subscriptions. If you have Version 1 of Bold Subscriptions installed on your store, please visit Subscription Management: Merchant Perspective for Subscriptions V1.

If you are unsure of which version of Bold Subscriptions that you have currently installed, please visit Identify Your Version of Bold Subscriptions.  

 


 

Subscription Management

 Alert

The following changes require a page refresh before they can be seen within the Manage upcoming orders section of the Customer Portal.

Allowing customers to change their next order date decreases the churn rate of cancelled subscriptions on your store. You can change the next order date on behalf of your customers if you've disabled these permissions for the customer, or the customer is having difficulty making this change themselves.

You will have two options when changing the upcoming order date:

  1. Only update next order date: This option will only change the next order date in the cycle and will not impact 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 and then again on the 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. 
 Pro-Tip

To enable the Customer Portal, please see Set up and Manage the Customer Portal. To edit the functions your customer will be able to access, please see Edit Settings in Bold Subscriptions V2 > Customer Portal.

 


 

Setup 

  1. From the Shopify admin, select Apps
  2. Select Bold Subscriptions.
  3. Select Customers.
  4. Search for the customer by name or email.
  5. Select the ellipsis beside the customer and select Manage Subscriptions.
  6. Under Active customer subscriptions, select Edit beside the Next Order date.

    Select Edit beside Next Order date

  7. Select a desired order date for the next order.
  8. Select Only update next order date or Update all future orders based on selected date.
  9. Select Save Changes.

Active subscribers may want you to change the order frequency for their active subscription, like changing the frequency from once every week, to once every two weeks.

When customers are adjusting their order frequencies, you can only select from the options that are already built-in to your current subscription groups.

 Caution

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

 


 

Change Order Frequency

  1. From the Shopify admin, select Apps
  2. Select Bold Subscriptions.
  3. Select Customers.
  4. Search for the customer by name or email.
  5. Select the ellipsis beside the customer and select Manage Subscriptions.
  6. Under Order frequency, select Edit.

    Select Edit under Order frequency

  7. Select the dropdown and change the frequency to the desired frequency option.
  8. Select Save.

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

Within Bold Subscriptions V2, you can pause and resume a customer's recurring orders on their behalf.

When paused, the customer will not be billed or receive any orders that have not already been fulfilled.

Pausing subscriptions on your customer's behalf is a great way to reduce churn for your store's subscription orders. Providing your customer the ability to pause their subscription gives your customers flexibility instead of only allowing them to cancel.

 


 

Setup

  1. From the Shopify admin, select Apps
  2. Select Bold Subscriptions.
  3. Select Customers.
  4. Search for the customer by name or email.
  5. Select the ellipsis beside the customer and select Manage Subscriptions.
  6. Under Active customer subscriptions, select Edit beside the Next Order date.
    Select Edit beside Next Order date
  7. Select Manage upcoming orders.
  8. Select Pause future orders.

    Pause future orders

  9. Select Save changes.

Resuming the subscription can be done by selecting Resume future orders near the top of the subscription details. 

 

You can adjust the quantity of your customer's subscription products within Bold Subscriptions V2.

This allows you to increase or decrease the amount of products your customers are receiving without requiring the customer to cancel and make another purchase.

 


 

Setup

  1. From the Shopify admin, select Apps
  2. Select Bold Subscriptions.
  3. Select Customers.
  4. Search for the customer.
  5. Select the ellipsis beside the customer and select Manage Subscriptions.
  6. Select Edit next to Products in your subscription.

    Select Edit next to Products in your subscription

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

If a customer needs to cancel their subscription, you can do this on their behalf from within Bold Subscriptions V2.

 


 

Setup

  1. From the Shopify admin, select Apps
  2. Select Bold Subscriptions.
  3. Select Customers.
  4. Search for the customer by name or email.
  5. Select the ellipsis beside the customer and select Manage Subscriptions.
  6. Under the subscription that needs to be cancelled, select cancel to expand the menu.
  7. Select Cancel subscription, and Yes, cancel subscription.
    Select Cancel subscription

When a customer requests to reactivate their subscription, this can be done in the app 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.

View Inactive Subscriptions

Select Reactivate Subscription

You have full access to change your customer's account information within the app. This includes updating their email address, first name, last name and phone number:

Customer information

Updating information from within the app will also make changes within the customer's account inside of the Shopify admin.

Note: If the customer's email address changes, the customer must use the new email address to log into their customer account moving forward.

 


 

Setup

  1. From the Shopify admin, select Apps
  2. Select Bold Subscriptions.
  3. Select Customers.
  4. Search for the customer by name or email.
  5. Select the ellipsis beside the customer and select Manage Subscriptions.
  6. Near the top of right side of the page under Customer info, select Edit Customer Info and make the necessary adjustments.
  7. Select Save Changes.

If a customer's payment method or billing address needs to be updated, you can request that the customer completes this themselves by sending an email request.

 


 

Setup

  1. From the Shopify admin, select Apps
  2. Select Bold Subscriptions.
  3. Select Customers.
  4. Search for the customer by name or email.
  5. Select the ellipsis beside the customer and select Manage Subscriptions.
  6. Select Payment information.
  7. Select Change Payment Information. An email will be sent to the customer.

    Note: If customers are having issues receiving the email, please request that they check their spam and/or junk folders.

You are able to adjust your customer's shipping address directly within Bold Subscriptions V2.

If the shipping information is not updated, there is a strong possibility that future recurring orders will fail due to a payment error with the payment method being used.

 


 

Update Shipping Information

  1. From the Shopify admin, select Apps
  2. Select Bold Subscriptions.
  3. Select Customers.
  4. Search for the customer by name or email.
  5. Select the ellipsis beside the customer and select Manage Subscriptions.
  6. Select Edit next to Address and shipping information.

    Select_Edit_next_to_Address_and_shipping_information.png

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

Once the shipping details have been updated, all future recurring orders will automatically reflect this new information when processed.

If a customer would like to subscribe to a different subscription product, Bold Subscriptions V2 allows you to swap out their current product with a new one on their behalf. This allows you to avoid requiring that a customer cancel and resubscribe, which also reduces your churn rate.

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.

 Caution

You will only be able to swap between products that already exist within the same subscription group as each other. If the product is not inside of the existing subscription group, please see Change a Product's Subscription Group below. 

 


 

Setup

  1. From the Shopify admin, select Apps
  2. Select Bold Subscriptions.
  3. Select Customers.
  4. Search for the customer by name or email.
  5. Select the ellipsis beside the customer and select Manage Subscriptions.
  6. Select Products in your subscription.
  7. Select Swap product next to the product you want to swap with.

    Select_Swap_product.png

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

    Click_Select_product.png

  9. Select Swap products.

All future orders will generate with the new product after the swap has been completed.

You are able to skip an upcoming order for your customer as well as resume their order(s) at a later date.

Common reasons for skipping an upcoming order may be that there are insufficient funds within the on-file payment method, your customer(s) are moving addresses, or the customer just needed some extra time between orders.

 


 

Skip an Order

  1. From the Shopify admin, select Apps
  2. Select Bold Subscriptions.
  3. Select Customers.
  4. Search for the customer by name or email.
  5. Select the ellipsis beside the customer and select Manage Subscriptions.
  6. Select Manage upcoming orders.
  7. Select Skip shipment beside the upcoming order that you would like to skip.

    Select_Skip_shipment.png

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

If a customer would like to subscribe to a product that is not within an existing subscription group, or is in another subscription group, you can add that product to the customer's subscription from within Bold Subscriptions V2.

 Caution
  • Products added to a subscription will receive the discount associated with the group it is in. If the group does not have a discount, or if the product is not in a subscription group, no discount will be applied.
  • If the added product is in more than one subscription group, it will inherit the discount from the group it was most recently added to.

 


 

Add a Product to an Existing Subscription

  1. From the Shopify admin, select Apps
  2. Select Bold Subscriptions.
  3. Select Customers.
  4. Search for the customer by name or email.
  5. Select the ellipsis beside the customer and select Manage Subscriptions.
  6. Select Edit next to Products in your subscription.
    Select Edit beside Products in your subscription
  7. Select Add Products.
    Select Add Products
  8. Select the product or variant you would like to add the the existing subscription.
  9. Select Confirm.
  10. Select Save Changes.

You are only able to swap between products that already exist within the same subscription group that the current subscription product is in.

If the product is not inside of the existing subscription group, you can change the product's subscription group in order to swap between the products in that group.

 


 

Change a Product's Subscription Group

  1. From the Shopify admin, select Apps
  2. Select Bold Subscriptions.
  3. Select Customers.
  4. Search for the customer by name or email.
  5. Select the ellipsis beside the customer and select Manage Subscriptions.
  6. Select Edit next to Products in your subscription.
    Select Edit beside Products in your subscription
  7. Select Edit next to the existing subscription group.
    Select Edit beside the existing subscription_group
  8. Select the subscription group that you would like to change the product to.
  9. Select Confirm.
  10. Select Save Changes.

 

Customers are only able to add discount codes at the time of their initial purchase. Adding a discount code to an existing subscription can only be done from within the admin. If your customer would like to add a discount code to an existing subscription, they will need to reach out to you to have you do this for them.

 Alert
  • Discount codes that are limited to the initial subscription cannot be added to an existing subscription as the initial order has already passed. 
  • Buy X Get Y discounts are not eligible for Subscriptions

You can add a discount code to your customer's existing subscription product by following the steps below.

 


 

Add a Discount Code

  1. From the Shopify admin, select Apps.
  2. Select Bold Subscriptions.
  3. Select Customers.
  4. Search for the customer by name or email.
  5. Select the ellipsis beside the customer and select Manage Subscriptions.
  6. Select Discount code, then Add discount.
    Add discount button

At any time, you can remove any discount codes from your customer's subscription product. If there is an error with the existing discount code attached to customer's subscription product, you can remove it by following the steps below.

 


 

Remove a Discount Code

  1. From the Shopify admin, select Apps.
  2. Select Bold Subscriptions.
  3. Select Customers.
  4. Search for the customer by name or email.
  5. Select the ellipsis beside the customer and select Manage Subscriptions.
  6. Select Discount code, then Remove discount.
    Select Remove discount
  7. Select Yes, remove discount.

Bold Subscriptions V2 now gives you the ability to log into and view the customer portal as one of your customers would. This will enable you to provide hands-on support when troubleshooting any issues reported by your customers, as well as implement changes on your customer's behalf.

When logging in as the customer, you will be subject to any permissions or restrictions you have placed in the Customer Portal settings, just as your customer would be. For example, if you have disabled swapping, you will not be able to swap when logged in as the customer.

In general, it is recommended to edit as the administrator using one of the methods above. Logging into the customer portal as the customer is recommended only for testing and troubleshooting on behalf of your customer.

 


 

Setup

  1. From the app admin go to Settings, then Customer portal.
  2. Under Login as customer link, enter the URL to your customer portal.

    Note: This address depends on if you have customized your customer portal. If you are using the standard setup, the URL will be pages/my-subscriptions.

    Customer Portal Link
  3. Select Save.
  4. Select Customers.
  5. Search for the customer by name or email.
  6. Select the ellipsis beside the customer and select Log in to customer portal.
    Log into customer portal

 

Once logged in as the customer, a blue banner will appear at the top of the customer portal page to let you know that you are logged in as the customer. Any changes made to a subscription here will be logged as completed by the store admin in the customer activity log.

View from the customer portal

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