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Last updated: April 15, 2024

Getting Started

🛎 Implementation

Getting Smartrr on your site, from Shopify to headless themes.

1. How do I install Smartrr on a Shopify 2.0 theme? (Automatic Install)

2. How do I install Smartrr on a modified or custom Shopify theme? (Guided Install)

3. How do I install Smartrr on my headless store?

4. How do I add Smartrr to a custom page? (Shopify Liquid)

🚀 Onboarding

Everything you need to know about getting started with Smartrr, including basic to white-glove onboarding service-levels.

1. What is Smartrr’s basic onboarding process?

2. What is Smartrr’s white-glove onboarding process?

3. How do I change my Smartrr Plan?

4. What is Smartrr’s pricing model?

5. What is included in the 1% of subscription GMV calculation?

6. Can I migrate my subscriptions over from alternative payment processors?

Support

📇 Subscription Setup

All information on getting a successful subscription program setup on your store.

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. What are the definitions behind the metrics in Advanced Analytics?

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

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

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

10. What are CSS overrides?

11. How do I edit typography with CSS overrides?

12. What are Marketing Banners?

13. What is Retention?

14. What are Bundles?

15. What is Loyalty?

16. How do I set up passwordless login?

17. How do I set up creator upsells?

18. 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?

   • 🧐 How do customers see all upcoming orders?

   • 📦 How do customers send their next scheduled order immediately?

   • ⏭ How do customers skip their next order?

   • 🎁 How do customers gift their next order?

   • ⏳ How do customers delay their next order?

   • 🔄 How do customers swap an item in their next order?

   • 🏡 How do customers edit their address for their next order?

   • ➕ How do customers add an item to their next order?

   • 📦 How do customers edit bundled items in their next order?

4. How do customers manage their subscriptions?

   • 🕰 How do customers edit the delivery frequency of their subscription?

   • 🗓 How do customers set the next date for their subscription?

   • 📦 How do customers edit items in their bundled subscriptions?

   • 💳 How do customers edit their payment method for their subscription?

   • 🛑 How do customers cancel their subscription?

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

❓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?

4. Request Support

📳 RSS Feed

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