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How do I set up Subscription Programs?

A Subscription Program is the heart of the Smartrr app. Subscription Programs control which products are available for subscription purchase.

In order to control how your customers can interact with subscriptions on your store, you’ll first need to create a Subscription Program within the Smartrr app. Subscription Plans, products, and variants are objects within a Subscription Program. You may set up one or multiple Subscription Plans per shop. 

 



Two examples for the same store are provided below: 

 

Example use case 1: You would like to offer a discount for customers who elect to subscribe to your product vs. make a one-time purchase. 

 

Example use case 2: You would like to offer a variety-pack product with only a monthly subscription cadence, but the individual products within the product are available on both a bi-weekly and monthly cadence. 

 

Both above examples are possible to execute within the same storefront by creating multiple Subscription Plans within a Subscription Program. Curious how Subscription Programs look in-action? Check out our Smartrr Demo Store: Smartrr 🍪 Snacks. 

 

To being creating a Subscription Program:

  1. Under Configuration in the left-hand menu, click on Subscription Programs. Click on the button + Add New Program.




  2. Add the required information to your Subscription Program:

    Storefront label: Title of the Subscription Program on your product page, ex. “Subscribe & Save 10%”

    Storefront option label: Cadence text to display next to plan selector on your product page, ex. “Subscribe & Save 10%'', “Deliver every”, or “Frequency”



    Admin label: Optional—if you would like your Subscription Program to have a different name in your Smartrr app

    Admin description: Optional—if you would like to add a description to your Subscription Program only viewable in the Shopify admin portal

    Selection label: Label of the plan frequency selection on the product page, ex. “Every 2 Weeks”. You are able to add multiple selection options



    Checkout/Cart label: Label displayed alongside the product once it’s been added to cart and on the checkout page, ex. “Delivered Every 2 Weeks”. Replace with a "{{H}} " to hide this label from customers



    Billing Schedule: Indicate the number of intervals between billings as a numerical value (ex. “2”) and the interval type (Days, Weeks, Months, or Years)

    Prepaid Delivery Schedule: If applicable, indicate the number of intervals between billings as a numerical value (ex. “2”) and the interval type will set automatically based on the interval type in above billing schedule

    Anchor: Optional—a day on which billing interval calculations should be made. Learn more about anchor dates and why you might use them here

    Plan Discount Type: If offering a discount incentive for your subscription offering, you can indicate that here as either a fixed discount, percentage, or discounted price. You can also opt to change the discount percentage after a certain number of subscription orders.

  3. Once all required information has been completed, click Save.
  4. Switch to the Products nested tab to select the products and variants you would like to be eligible for this Subscription Program on your storefront.


 

⚠️ To ensure the best experience for your customers, we don’t recommend adding or deleting products or variants from a Subscription Program once it’s set up and active in your store. Only delete a product from a Subscription Program if there are no active subscriptions associated with the Subscription Program.

 

If you change a discount in a Subscription Plan, the discount will only go into effect for new subscriptions created. The discount will not be retroactively updated for existing discounts.