Remember, you can always contact us as support@bloom.wine if you need assistance with your subscription setup.

Configure Subscriptions in Bloom Commerce

  1. From the top of the Bloom Commerce dashboard, click the View all link on the Subscriptions card. This will load the Bloom Commerce app in a new tab. Then click Plans. If you don't see the subscriptions card on the dashboard it is because you don't have any subscribers yet. In this case, click the Orders card. This will load the Bloom Commerce app in a new tab. Then click Subscriptions in the left navigation. Then click Plans. 
  2. In the Selling Plans section, click the Add selling plan button. Add recurring order frequencies and default discounts for those frequencies. Note that discounts can be applied later to individual products in your plan. 
  3. You'll then need to add the products you want customers to subscribe to. Click the Add Products button and select your products using the product picker. 
  4. After products have been selected you'll see they won't have Selling plans applied and there is a Setup button. Click the Setup button and select the Plans you want for the product. Here you can define new discounts for each plan. This allows different products to have different discounts that use the same order frequency. You can set custom quantities on your subscriptions products. This is an advanced feature that requires enabling the Bloom Commerce cart validation functions in Shopify Checkout settings. Please contact us if you'd like to use this feature. 
  5. Last, select the Delivery options you want to use for your subscriptions. Select Use store shipping rates if you want to use the rates defined in Shopify shipping profiles. Else, select an option from the Shipping Rates list. 
  6. Enable the selling plans using the settings options on the right. Enabling the plans will create selling plans on all of the selected products. If you want subscribers to have the ability to skip upcoming shipments, enable the Skip feature. 
  7. If you want your subscribers to receive discounts on other purchases outside of their recurring orders, navigate to Bloom Commerce / Discounts and setup a discount for your products and make sure you include Subscribers in your discount settings. 

 

Enable the Subscription app on your product detail pages

NOTE: The Bloom Commerce subscription feature is best used on Shopify 2.0 themes where it can be embedded as an app block directly on the product detail page, using the Shopify theme customizer. 

  1. In the Shopify admin navigate to Sales channels / Online store / Themes and click the Customize button to open the Shopify theme customizer. 
  2. Navigate to the Product page, then in the customizer menu on the left, in the Product information section, click Add block. Then click the Apps tab, then find Subscriptions (Bloom commerce) and add this block. Drag and drop the block to the desired location and Save.
  3. You can update the look and feel, as well as content used in the subscription feature in Bloom Commerce / Settings / Theme. Make your colors and form fields match your existing theme. Then navigate to the Subscriptions section in Settings and manage your content and component visibility. 

If you aren't using a 2.0 template or need assistance, please contact our support team. 

 

 

 

Add the Member account app to the classic account page

If you'd like your subscribers to manage their subscription you'll need to add the Member account app to your classic account page.

NOTE: The Member account app is not yet supported on the new Shopify account pages. You'll need to use the Classic account option. 

  1. In the Shopify admin navigate to Sales channels / Online store / Themes and click the Customize button to open the Shopify theme customizer. 
  2. On the far left, click the third icon (App embeds) and enable the Member account app and save.
  3. Then navigate back to the Themes view an click the Customize button to open the Shopify theme customizer. Navigate to the Customer Account page. 
  4. If your theme supports the Add block feature, select Apps, the find Member account (Bloom commerce) and add this block. Drag and drop the block to the desired location and Save. 

If you aren't using a 2.0 theme or you don't have the App block feature, read more on how to customize the Member account page. 

 

 

Testing subscriptions

When setup is complete, we recommend testing a subscription. 

  1. Open your shop and navigate to a Product with a selling plan. You'll see the subscription feature. Make your frequency selection and add to cart. 
  2. Go to Checkout to complete your subscription order. You should see
  3. When your order is complete you should receive the order confirmation email as well as an Activate your account email. You can manage your subscription emails in Bloom Commerce / Settings / Email / Subscriptions. Create an account by entering a password.
  4. Navigate, as a customer, to the Account page and you'll see the Member account application appear where you can then manage your subscriptions.