If you're new to our ReCharge Workflow tool, this guide answers common questions about its use and how to get started.
- How do I control the recurring subscription product after the trial ends?
- I want the trial period to be shorter than the actual subscription frequency, how do I achieve this with Workflows?
- How do I charge shipping on the free trial item, but not on recurring orders?
- Why isn't my Workflow getting triggered?
- What’s to stop my customers from ordering a free trial product and then canceling before the paid recurring order occurs?
- I have a free trial running, but I need to increase the subscription price for after the trial has ended. How do I do that?
- Can I stack multiple workflows?
Can ReCharge help build my workflow?
ReCharge support can help troubleshoot your workflows and advise on set-up, but cannot build your workflows. For more information, visit ReCharge design and integration policy.
For additional help building a workflow using this tool, we recommend hiring a ReCharge Expert.
How do I control the recurring subscription product after the trial ends?
Two things determine the product attributes after the trial ends:
- The actions you set in the ReCharge Workflow tool
- The ruleset in which the recurring product is located
For example, if all you need to do is change the price from $0.00 on the hidden product to $10.00 on the recurring product, you’d use an Action to set the price to $10.00. The order frequency is established in the ruleset, as with any other ReCharge subscription product.
I want the trial period to be shorter than the actual subscription frequency, how do I achieve this with Workflows?
You can use the Charge Delay action to determine when the first queued recurring order will take place. After that, the recurring orders will use the frequency established by the product’s ruleset.
Note that this action can only be applied to the first recurring charge, and will not impact any future recurring charges after that.
How do I charge shipping only on the free trial item, but not on recurring orders?
Follow the Shipping by Weight guide to set the weight of the free trial "hidden" auto-renew product to match the appropriate weight for the shipping charge you want to apply at checkout. In the Workflow tool, add actions for shipping title, shipping price, and shipping code. This will be applied to the recurring subscription orders.
Why isn't my Workflow getting triggered?
Is your search set to "equal" rather than "contains"? Keep in mind that you're searching for the hidden duplicate product that's created after saving the ruleset. This product includes "auto-renew" in its title, so you'll either need to broaden your Search to "contains" or use the exact product title (ie. "Product X Auto-renew").
What’s to stop my customers from ordering a free trial product and then canceling before the paid recurring order occurs?
In the Customer Portal settings, you can restrict the ability for customers to cancel their own subscriptions. Instead, they’ll need to email you to cancel their subscription. Alternatively, you can allow customers to cancel after a specific number of charges. You should set this to at least two if you’re running a trial since the free initial purchase counts as a charge:
I have a free trial running, but I need to increase the subscription price for after the trial has ended. How do I do that?
You’ll need to update the pricing in two places. First, update the price of the original product on Shopify’s end. Any time you make a change like this, you also have to re-sync the product in the ReCharge Ruleset. Second, you’ll need to update the price on the Workflow Action to match the new price for the recurring orders.
Note: These updates do not affect existing subscriptions, as they only apply to new sign-ups to the trial subscription. You’ll need to manually adjust any existing customer subscriptions.
Can I stack multiple workflows?
Multiple workflows can be stacked to implement a gradual decrease or increase in price or any other workflow parameter. For example, you would like to offer a discount on the 3rd and 4th charge of your subscription. You could set up two workflows that can be then triggered for these specific charge sequences.
In order to change the trigger for the workflow, you would just need to click on the Edit button found in the trigger section of the initial setup of your workflow. There you can change the number of the charge when the workflow will get triggered.
So for example, if you want your workflow to get triggered on the second charge you would put "1" as the recurring charge trigger as this means that the workflow will get triggered on the first recurring charge.
