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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 implement Smartrr using a Buy Button?​
🚀 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.​How do I set up shipping methods for subscription products?​
9.​What happens to a subscription when an item is out of stock?​
10.​Can I offer buy-now-pay-later payment methods for subscriptions?​
👩‍💼 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.​What is the Subscription Events Timeline?​
3.​What is Advanced Analytics reporting and how do I access it?​
4.​What are the definitions behind the metrics in Advanced Analytics?​
5.​How can I customize the theme of my store’s Account Portal?​
6.​How can I set which actions my customers can take on their subscriptions in their account portal? (Custom functionality)​
7.​What are CSS overrides?​
8.​How do I edit typography with CSS overrides?​
9.​What are Marketing Banners?​
10.​What is Retention?​
11.​What are Bundles?​
📲 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?​
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 their payment method for their subscription?​
​🛑 How do customers cancel their subscription?​
5.​How do customers view their order history?​
6.​How do customers edit their default address?​
7.​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?​
Customer Service
​Gorgias​
Customer Loyalty
​Loyalty Lion​
Email
​Klaviyo​
SMS
​Postscript​
​Blueprint

1.​How can I use webhooks with Smartrr?​
❓Troubleshooting
1.​Can’t find the answer to your question?​
2.​Request Support​
📳 RSS Feed
1.​Smartrr’s changelog: Stay up-to-date with Slack​
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Next - Getting Started

Implementation

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On this page

Getting Started

🛎 Implementation

🚀 Onboarding

Support

📇 Subscription Setup

👩‍💼 Admin Portal

📲 Customer Account Portal

💳 Transactions

🧬 Integrations

❓Troubleshooting

📳 RSS Feed