This guide covers some examples of common Workflows use-cases. These use-cases are only examples, but you can follow the instructions to modify your own workflows.
Before you start
If you are unfamiliar with the ReCharge Workflows tool, we recommend checking out the following guides:
Swap products
The ReCharge Workflows tool is useful for swapping a subscription product between the initial checkout charge and the subsequent recurring charge. To accomplish a product swap, you will primarily rely on the variant ID of the new product.
- Set the Conditions. These are the parameters that must be met by a product to trigger the workflow.
- Set the Search parameter. In this example, the workflow is set to search for all subscriptions with the product title Free trial.
- Set the actions(s) that should be taken following the trigger. In the case of a product swap, you would want to swap the subscription_shopify_variant_id. This will ensure that the subscription will use this product when the next order is created in Shopify.
To locate the shopify_variant_id, visit Finding and exporting Shopify variant IDs.
Optionally, you can swap other product parameters such as product_title, variant_title, SKU, and price by adding additional actions. If these parameters aren't specified, the ReCharge system will pull the parameters associated with the product tied to the variant ID in Shopify.
15-day free trial
This use-case demonstrates how to create a 15-day free trial on your store. A prerequisite for this set-up is that the product needs to be set to $0 in Shopify.
Since the ReCharge app uses the auto-renew products to create the initial subscription at checkout, you can set the auto-renew product to be $0 in Shopify which will display the full price on the product page. Alternatively, if you want the product page to reflect the trial price, you would change the price of the original product and the auto-renew product to be $0.
The actions used in this workflow are charge_delay and recurring_price. Charge_delay sets the number of days from the initial charge at checkout and the second recurring charge. Following the second charge, the charge frequency will reflect the settings in your ReCharge ruleset.
The recurring_price action will change the price of the product. In this example, it recurring_price will change the price of the subscription from $0 to $10. This price will then remain at $10 for subsequent charges.
Free shipping after a 15-day free trial
After a free trial is complete, you may want to offer free shipping for recurring orders. Following the set-up highlighted in the 15-day free trial, you will need to include three additional actions:
- shipping_rate_price – This is how much you will charge for shipping on the recurring subscriptions. In this example, it is set to 0 for free shipping.
- shipping_rate_title – This will be the title of your shipping rate. In this example, it is titled Free.
- shipping_rate_code – This is used internally and not seen by the customer. It can normally be set to the same text as your shipping_rate_title.
