🛠️Welcome to Smartrr help docs

We're here to help you create a deeper connection between your brand and your most engaged customers. Have a specific question in mind? Use the search bar in the top right corner ☝️👉

Last updated: July 7th, 2025

Getting Started

✅ Subscription Setup

1. ​How do I set up Subscription Programs?​

2. ​What are subscription anchor dates?​

3. ​What are maximum/minimum (finite) subscription plans?​

4. ​How do I set up email subscription notifications?​

5. ​How do I set up SMS subscription notifications?​

6. ​How do I set up subscription discount codes?​

7. ​How do I offer prepaid subscriptions?​

8. ​What is the Sequential Flow Builder?​

9. ​How do I set up shipping methods for subscription products?​

10. ​What happens to a subscription when an item is out of stock?​

11. ​Can I offer buy-now-pay-later payment methods for subscriptions?​

12. ​How can I set up Checkout Extensions?​

👩‍💼 Admin Portal

The Admin Portal is where you can view and edit your customer’s subscriptions, adjust your theme settings, view analytics, and more.

1. ​How do I view and adjust my customers’ subscriptions?​

2. ​How do I view and adjust my customers' information?​

3. ​What does the "View as customer" button do?​

4. ​What is the Subscription Events Timeline?​

5. ​What is Advanced Analytics reporting and how do I access it?​​

6. ​How can I customize the theme of my store’s Account Portal?​

7. ​How can I edit the copy/language of my store's Account Portal?​

8. ​How can I set which actions my customers can take on their subscriptions in their account portal? (Custom functionality)​

9. ​What are CSS overrides?​

10. ​How do I edit typography with CSS overrides?​

11. ​What are Marketing Banners?​

12. ​What is Retention?​

13. ​What are Bundles?​

14. ​What is Loyalty?​​

15. ​How do I set up creator upsells?​

16. ​How do I set up an Instagram feed?​

📲 Customer Account Portal

The Account Portal is where your customers can view and interact with their subscriptions orders.

1. ​How do customers access their Account Portal?​

2. ​How do customers create an account?​

3. ​How do customers view their next order?​​

4. ​How do customers manage their subscriptions?​​

5. ​How do customers view their order history?​

6. ​How do customers update their email associated with their account portal?​

💳 Transactions

Understand when subscription transactions occur and how to set up rules around your customers’ subscription billing.

1. ​How do I view subscription transactions?​

2. ​How do I set up rules around failed payments?​

3. ​What happens when a customer’s payment method fails?​

4. ​How do I adjust my billing schedule for subscriptions?​

🧬 Integrations

Instructions on how to integrate Smartrr with some of the leading tech-partners in the ecommerce industry.

1. ​What integrations does Smartrr offer?​

   • ​Attentive​

   • ​Blueprint​

   • ​Gorgias​

   • ​Klaviyo​

   • ​LoyaltyLion​

   • ​Postscript​

   • ​Recharge​

   • ​Shopify Flow​

2. ​How can I use webhooks with Smartrr?​

🧩 Shopify Questions

1. ​Will updating product prices in Shopify reflect in Smartrr?​

💻 Developer Documentation

1. ​Bundles: Developer Documentation

2. Adding Metafields to Disable Add to Cart for OOS Products​

❓Troubleshooting

1. ​Why did my customer's subscription automatically pause?​

2. ​Why is my customer's shipping address invalid? (Phone number formatting)​

3. ​Can’t find the answer to your question?​

📳 RSS Feed

1. ​Smartrr’s changelog: Stay up-to-date with Slack