Storefront > Settings > Orders > Subscriptions
Creation Subscriptions from an Existing Order
Overview
Subscriptions are recurring orders that are automatically generated at a set interval and can be set up automatically by the system or manually through the Admin page.
There are several benefits to using Subscriptions:
- Increases revenue on a timely basis.
- Provides convenient options for you and your customers.
- Reduces administrative time.
- Reduces the chance of someone ordering the wrong product.
Note: Subscriptions only work for orders made with a valid credit card so future orders can be automatically billed.
How to setup Subscriptions
Subscription settings are found by navigating to Storefront > Settings > Orders > Subscriptions.
There are several fields to customize how your subscriptions work:
| Field | Description |
|
Auto-Create Subscription Type |
Determines what type of Subscriptions should be created automatically when an order is placed. Options include: Entire Order, Subscription Products Only, and None. |
|
Subscription Frequency Type |
Determines how often a Subscription will renew, options include: Days, Weeks, Months, Years, and No Renewal. |
|
Subscription Frequency |
Numerical field that determines how often a Subscription will renew. |
| Enable Variable Subscription Types |
Allows multiple Subscription Frequencies and enables the Defined Variable Subscription Types field. |
|
Defined Variable Subscription Types |
A combination of the Subscription Frequency Type and Subscription Frequency fields, this allows you to add multiple choices for subscriptions. |
|
Subscription Renewal Time of Day |
Allows you to select the time of day, in hour increments, that renewal orders will be made. |
|
Subscription Default Drip Series |
Sets the default email list for customers using Subscriptions. |
|
Auto-Renew Subscriptions |
When enabled, this looks for all Subscriptions past their due date and automatically renews them. |
|
Calculate the next due date using the renewal date |
When enabled, the Subscription due date will be based on the last renewal, not the original due date. Ex: The Subscription renews on the 15th of the month, but the customer renewed later on the 20th. Their new renewal date (for a monthly subscription) is now the 20th. |
After configuring your Subscription Settings be sure to click Save to enable your settings.
Subscription Products
Setting products as Subscription Products allows your store to limit Subscription creation to those products only. Navigate to Storefront > Catalog > Products > Edit Product and scroll down to the Subscription Settings.
Clicking the Allow Subscriptions for this Product option will allow customers to create a Subscription order.
| Field | Description |
|
Allow Subscriptions for this Product |
Enabled product to be a Subscription Product. |
|
Subscription Frequency |
Numeric text field to determine how often the Subscription will be made. |
|
Frequency Type |
Works with Subscription Frequency, options are Days, Weeks, Months, Years, and No Renewal. |
|
Prepaid Subscriptions |
Allows customers to prepay for Subscriptions. Ex: Setting this to 3 will bill the customer for 3 products to renew at the Subscription Frequency. |
|
Cancel After Prepaid Renews |
If enabled, this will cancel the Subscription after the prepaid subscription period. |
Creation Subscriptions from an Existing Order
To create a Subscription from an existing order, navigate to Storefront > Orders > Orders and then Select the Order you want to make a Subscription, click More Actions, and then Create Subscription.
This will bring up the Subscription Edit window.
|
Field |
Description |
|
Subscription Type |
Sets the Subscription Type, options are Entire Order, and Subscription Products Only. |
|
Frequency Type |
Options include Days, Weeks, Months, and Years. |
|
Frequency |
Numeric Textbox to set how often the Subscription will be created. |
|
Next Due Date |
Sets when the Subscription will start. |
|
Drip Series |
Sets which email list the customer will be added to for Subscription reminder emails. |
Frequently Asked Questions
If a customer places an order with multiple products but only wants one as a subscription, how can this be set up?
There are 2 options that allow this:
The first is Use Subscription Product Only type in your subscription type. When the subscription is created, it will only include the items marked as subscriptions.
The second is Entire Order subscriptions, where you can use manual subscription creation in conjunction with our split order functionality. Split the order so that the subscription items are in a separate order and manually create the subscription based off of that order.
Can administrators and customers either delete or stop a subscription?
Customers can enable or disable their subscriptions from the My Account page. However this will not delete the subscription, but simply stop it from renewing.
Administrators can cancel subscriptions from the listing page located at Orders > Power Features > Subscriptions. From here, the subscriptions can also be edited to no longer renew.
Note: You can use the "Star" on the power features page next to the feature to add it to the fly-out menu under Orders.
Is PayPal payment supported with subscriptions?
No, it is not supported unless you are using PayPal Payment Pro as your payment gateway. If a subscription is created from an order paid for with any PayPal gateway besides Payments Pro, it will fail to renew. Renewing will only work for credit cards but will not work for actual PayPal accounts.
Can I view which orders are subscriptions from my orders list page?
Yes, you can select From Subscription ID from the Choose Columns icon on the Orders page.
Can I manually renew a subscription even if it's already set for Auto-renew?
Yes, this is done from the Subscription orders screen. Orders> Power Features > Subscriptions
Select the checkbox next to the order(s) you'd like to renew and from the action menu select Renew Subscriptions.
How do I know if a subscription order declined?
On the subscription Orders page Orders > Power Features > Subscriptions, there is a column titled Is Renewal Payment Declined if it says True, then the payment declined. If it says false, the payment is valid and has not declined.