- Before you start
- Set up subscription rules
- Familiarize yourself with the customer experience
- Offer discounts for your subscriptions
- Customize the messages you send to subscribers with notifications
- Set up shipping
- Charge taxes
- Specify a legal disclaimer
- Manage your orders
- Learn about customer management
- Refunding customers
- Ready for launch
ReCharge is the leading platform to launch and scale your subscription business on Shopify. This guide will provide resources as you get started with ReCharge, walking you through your initial set-up all the way up to customizing the customer experience. For more early release information including eligibility limitations and requirements, take a look at Shopify Checkout integration early release status.
Before you start
This guide is designed to help merchants get their stores set up using the Shopify Checkout integration. If you would like access to the new checkout, you can sign up for early release by visiting ReCharge's website and clicking on the button labeled Start your 60-day trial. For more information, visit Shopify Checkout FAQ.
Enroll in Shopify Payments
If you haven't already enabled Shopify Payments on your Shopify store, you will need to apply for and use the payment processor to work with the Shopify Checkout integration. For more information on setting up Shopify Payments, visit Shopify Payments.
Set up subscription rules
Subscriptions are the heart of ReCharge, and subscription rules direct how your store’s unique offerings will work. Your subscription products require parameters to determine the length of the subscription, how frequently the product is delivered, reduced pricing, and more.
You can access subscription rules by clicking on Products on the top toolbar.
Create a new subscription rule
- Go to Products on the top toolbar.
- Click on the blue Add product button on the top right.
- A list of Shopify products that are will pop-up. Click Add next to the product you want to offer as a subscription.
- Subscriptions can be offered as a Subscribe and Save. Check Yes, I'd like to offer a discount if you want to give your customers a discount and add the percentage you’d like to discount the product.
- The frequency is how often your subscriptions renew and product gets shipped out to the customer - they can be set in months, weeks, or days. Set your frequency(s) in Set order schedule.
- Click Save at the bottom of the page.
Familiarize yourself with the customer experience
The majority of your relationship with your customers is after they go through their initial checkout and start managing their subscriptions in the Customer Portal.
Your customers manage their subscriptions via their unique customer portal with permissions you set in the ReCharge app.
Modify the customer portal
You can modify the customer portal and what actions your customers can take through the Settings > Customer portal menu:
- Forms to modify the HTML and CSS styling of the customer portal.
- Customer portal controls you can use to grant or limit permissions.
- Customer retention and cancellation reasons. You can modify the wording on cancellation reasons and offer incentives like discounts to encourage customers to stay subscribed.
- For more information, visit Customer portal controls.
Change the language or wording of the customer portal
You can modify the text your customers see in their customer portal through Settings > Translation.These settings do not affect functionality, instead, you can change the wording of your portal or translate the settings into another language.
Offer discounts for your subscriptions
Discount codes are one of the many ways to offer value to your customers and to increase customer loyalty. With ReCharge, you can offer discount codes for recurring orders to incentivize purchases on your store.
Discount codes created in Shopify will not work on the ReCharge checkout. You will need to recreate those discount codes in ReCharge. For more information and instructions, visit Creating discount codes for the Shopify Checkout integration.
Customize the messages you send to subscribers with notifications
Notification emails are the primary means of communication between your store and your customer base. These emails go to your customers when they order subscription products, when they modify their future orders, or even cancel their subscriptions.
We highly recommend taking a moment to configure these emails to have the content you prefer with a styling and tone that matches your brand. For more information, take a look at the Notifications guide.
Set up shipping
It's critical for the continued health of your store that you charge the correct amount to ship out your products. Shipping rates for the Shopify Checkout integration are created and modified through your Shopify admin. For more information and a breakdown of which platform handles shipping information, visit Setting up shipping for the Shopify Checkout.
Set up your taxes in Shopify, see our guide Configuring tax settings with the Shopify Checkout to read more about how Taxes work on both platforms.
When viewing upcoming orders in your ReCharge admin, you'll notice that the queued order always shows the tax rate as 0.00. This is expected behavior right now, and is only a display issue.
Once the order is charged the tax amount will be correctly displayed. To track how much tax your store has been charging, refer to your Shopify tax reports.
Specify a legal disclaimer
You can add a legal disclaimer to your checkout through your Shopify Admin, see Shopify's guide on Adding store policies for more information. If you want to add a legal disclaimer to the bottom of your Subscription activation notification, you can do so through ReCharge > Settings > Legal settings.
Here is an example activation email, with an additional legal disclaimer in the footer.
Manage your orders
Understanding the ReCharge order flow is important for your order management. When an order is created through ReCharge, the fulfillment of the order takes place on Shopify while the management of existing and future recurring orders happens in ReCharge. Learn more about navigating the orders section on ReCharge.
- Understanding order, subscription, and customer status to know how to effectively manage your subscription orders.
- Control how card declines and order errors are handled to help reduce churn.
- Need to refund an order? You can refund directly in Shopify.
Learn about customer management
When a customer creates a subscription order through ReCharge, a customer account is automatically created where they can access and manage their subscriptions. Learn about how you can manage customer accounts and change customer settings to suit your business’s needs.
- Learn about the Customer Retention Strategy feature on ReCharge.
- Utilize the customer history view and actions report to keep track of customer events.
At this time all refunds should be done in Shopify using their Refund function. See Issuing a refund through the Shopify Checkout for detailed instructions.
Ready for launch
You’re good to go! If you have any questions or run into any speedbumps, please reach out to ReCharge support and we’ll be happy to help out.