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How to create a subscription plan

This article covers how to create a subscription plan.

Updated over a week ago

App Configuration

The Appstle Subscription app can be configured by logging into your Shopify admin panel and navigating to the Apps section and clicking on our app. To configure your Subscription app:

  • Step 1: Click on Subscription Plans to be taken to the configuration page.

  • Step 2: Click Create Subscription Plan.

Plan Name

The Plan Name field allows you to create a custom name for your subscription plan. This field is not visible to customers and is used to keep subscription plans organized.

Adding Products to Your Subscription Plan

This is where you get to decide which products you want to offer on a subscriptions basis. You can browse products by collection or by a list of all your products.

Subscription Frequency

When you create a new subscription plan, one subscription frequency is already setup by default. To edit the subscription frequency, click Edit or Add More Frequency Plan to add another plan. Having multiple plans allows you to offer monthly and weekly subscriptions for the same products.

General Settings

Billing Type

  • Pay As You Go: Automatically bills the customers after the defined interval frequency of the recurring orders. The Order Frequency can be set to establish the time gap between two orders.

  • Prepaid One-Time: Charges the customers in advance for their orders and cancels the subscriptions once all deliveries have been fulfilled. The Order Fulfillment Frequency can be set to establish the interval between two fulfillments. Billing Frequency can also be set to establish the time gap between two billing cycles.

  • Prepaid Auto-renew: Charges the customers in advance for their orders and continues the subscription indefinitely until canceled by the customer or merchant. The Order Fulfillment Frequency can be set to establish the interval between two fulfillments. Billing Frequency can also be set to establish the time gap between two billing cycles.

  • Pay As You Go (Prepaid): Customers will be charged each new billing cycle, but will be locked into a certain number of orders. The Order Fulfillment Frequency can be set to establish the interval between two fulfillments. Billing Frequency can also be set to establish the time gap between two billing cycles.

Displayed Contents

Frequency Name

This is the text that will be visible to your customers on the product page when they select a subscription.

Show Description

This field can be used to provide more information to your customers about your subscriptions. The description is visible to your customers on the product page beneath the Frequency Name.

Charge on Specific Days

This field allows you to choose your subscription renewal day. All recurring orders are placed on the same day of the month as the initial order by default. This field can also be used to set up specific days each month for your orders.

Offer Incentives

This field allows you to showcase any subscription discounts you want to offer your customers. Discounts can be either percentages or specific amounts off. More information on setting up offer incentives can be found here.

Policies

Inventory Policy

You have two options for Inventory Policy:

  1. On Sale: An order will be taken from your inventory the moment the sale is made.

  2. On Fulfillment: An order will be taken from your inventory only after it is fulfilled.

Cancellation Policy

This section allows you to set the minimum number of billing cycles before your customer can cancel their subscription. The default value allows your customers to cancel immediately after their first order.

Automatic Expiration

This section allows you to decide how many billing cycles you want to allow your customers to keep an active subscription. The default value allows your customers to stay subscribed indefinitely.

Visibility

Require Specific Tags

This allows you to gate subscriptions offers to only certain customers based on set up Shopify Tags.

Exclude Specific Tags

This allows you to hide subscription offers from certain customers based on set up Shopify Tags.

Collect Additional Details

Custom Fields

This allows you to collection additional information from you subscribers when they try to purchase a subscription. You can either make this information required or optional, and it will be visible from each individual subscription ID page.

Finishing Up

If you have any further questions about creating a subscription plan, or if you need any other help, please reach out to us at subscription-support@appstle.com. You can also chat with a live agent 24/7 using our chat widget.

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