Getting Started with Subscriptions
Before getting started, ensure you are in the Launch List by clicking Explore ReCharge at the top of your Dashboard, this unlocks the settings shown in this guide. If you see the Subscription options below, you are already in the list.
To add a subscription option to your existing Shopify products, you will need to create a subscription ruleset in ReCharge. These rulesets will control the frequency and functionality of your subscription plan.
In the ReCharge Dashboard, select Subscriptions at the top. This is where you create and edit your rulesets -- the parameters for your different subscriptions. To get started, click on ‘Create subscription rule’.
New Rule Button.
These subscription rules allow you to configure:
- The products you want to offer for subscription.
- How often the customer will be charged.
- How often the product will be shipped.
- Discounts for subscribing.
- Specific days for charges.
- Automatic expiration after a set amount of time.
Creating your First Subscription
Note: You will need to have created at least one product in Shopify to create a subscription, so make sure you create at least one product before you get started!
Name your Subscription Rule
This will help you in keeping organized. Your customers will not see this name.
What type of products are you selling?
You can choose if you want your product to be a ‘Subscription Only’ item, such as a box of the month, or you may want to offer the option to buy a subscription or a one-time product.
Add Products to Subscription Rule
Use the drop down to select the product(s) that you've created in your existing Shopify store. Each product can only be added to one subscription ruleset. If you want to have one product in multiple subscriptions, you’ll need to create different versions of that product in Shopify.
Adding a product.
Do you want to offer a discount for subscribing?
Here you would tick the box and then specify the % discount you would like to offer. This is only an option for products that are available for both one-time purchase and subscription.
Adding a 10% Discount on Subscriptions.
After saving this rule, ‘Subscribe & Save 10%: $xx.xx’ will appear on the product page, specifying your discount and the new product price.
Specify how often subscription products are offered. You can switch the frequencies between days, weeks, and months. By default, we charge the customer and then automatically ping Shopify. This communicates the shipment order for the fulfillment process to be carried out on your store’s end. In the image below, customers will have the option to choose between a monthly subscription, quarterly or every six months.
Monthly, quarterly and bi-annual subscriptions.
You can change the charge date for gift subscriptions or pre-paid plans through ‘Show Advanced Settings’.
The frequency intervals (days, weeks, months) will be dependent upon the interval chosen for the ‘Subscription Frequency’.
Note: Since Gift Subscriptions are only purchased once, they will show up in your Dashboard as being cancelled/expired automatically. This is normal. If you need to verify any details for Gift Subscriptions, check details for remaining shipments by following this helpful document.
In some scenarios such as pre-paid plans, you may want to charge customers less frequently than they are shipped products. Using this parameter you can set the frequency of when charges are processed whilst retaining the delivery schedule you set above.
In the example below, customers will receive the product once a month, but will only be charged every third month.
Ships once a month, charges every 3 months.
What day of the month will you charge the customer?
Here you can specify on which day of the chosen interval your customers will be charged. Keep in mind that this option is only available if you have set the subscription frequency to week or month.
Subscription expires after how many charges?
This parameter sets a limit on the number of times a charge will be processed. This is particularly useful for gift subscriptions or seasonal deliveries. By combining this parameter with the ‘Charge every x intervals’ setting, you can set a single charge which will pre-pay for a specified number of shipments.
In the image above, a single charge will be processed which covers 6 months of monthly deliveries. The subscription expires after 1 charge then the customer will only be billed once for the subsequent 6 months and not again.
When you’re done, click SAVE at the bottom.
ReCharge will then sync the products you have chosen to your store.
Note: This will result in a hidden product for each of the products selected. These are not visible to your customers and are only used to process recurring orders.
Note: If you modify any of your products in Shopify you will need to resync the product under the subscription rulesets. Beside your product on the rule page, click on ‘Sync Subscription Product’.
We suggest going through the Test Order Process to ensure everything works on your side before going live.
Note: ReCharge not showing up on your product page?ReCharge won't show up for the product’s subscription options while in Test Mode, you need to change the URL if you’d like to continue testing. If a store isn't live, then the only way to view subscription products is to add ?recharge=true to the end of the product URL. Once you go live, the URL will be changed automatically, this is only for testing, just to see what it looks like with the subscription verbiage and options.