🗺️Installing Smartrr on a custom Shopify theme (Guided Install)

Last updated: May 14, 2025

If your store is using one of Shopify’s 2.0 free themes, and have not made any customizations your your theme’s source code, you’re eligible for our simple one-click automated install of Smartrr via our in-app Setup page.

Within the Smartrr app navigate to Setup under RESOURCES in the left-hand menu.

Subscription setup

1. Set up a subscription program

Subscription Programs are the heart of the Smartrr app. If you're just getting started with subscriptions, we can create a demo program for you by clicking Use a demo program. This will automatically create a "Subscribe & Save 10%" program for your shop.

Alternatively, you can create a new program from scratch by pressing Create my own program. You'll be redirected to our Subscription Program tab to complete this step. Learn more about setting up a Subscription Program here.

2. Select subscription products

Now that your Subscription Program is created, your next step is to assign a product/s to this program.

Similarly to above, Smartrr can create a demo product for you if you press Use a demo product. This will create a Smartrr Snack Cookie (Demo) in your Shopify shop. You can use this demo product for previewing purposes, and will be able to delete it at a later date directly within your Shopify admin.

If you want to start with one of the existing products in your shop, press Select from existing products. You can select one or multiple products from the modal that appears.

Optional: Smartrr optimizations

Now that you've completed the required Subscription setup steps, explore the remaining cards on this tab for ways you can further optimize your subscription business:

• Setup subscription loyalty rewards & referrals

• Create dedicated shipping profiles for subscription purchases

• Customize the look and feel of your customer account portal

• Enable a passwordless login experience

• Set rules around failed payment attempts

• Integrate with the ecosystem’s best

On-site setup

1. Install Smartrr snippets

Select the Shopify theme you'd like Smartrr snippets to be in stalled on. Smartrr Snippets are files that are injected into your code base and will not modify any existing liquid files. These are required in order to render Smartrr on your storefront. There are five files that will be added under the Snippets section in your theme's liquid code.

2. Add Smartrr subscription widget (Guided install)

Smartrr's subscription widget is an app block that can be added to your Default product page from your Shopify theme's online customizer. However, if you're not using a liquid Shopify theme compatible with app blocks, and/or are planning to manually render subscription options on your shop's PDPs with the assistance of a developer, you'll need to use our guided install process.

1. Modifying the Product Page

In your duplicated theme’s liquid code files, find the liquid file where your site’s product form information is being stored. This is usually called main-product.liquid or product.liquid. This file is typically located under either the Sections (for Online Store 2.0) or Templates (for older Shopify themes) heading.

Once you’ve opened the file, search for the product form {%- form 'product'}, paste the following Smartrr snippet inside the form. We typically recommend placing between the variant selector and the quantity selector, but you can place in any order you see fit.

{% render 'smartrr-product' %}

When added, the product form should look something like this:

Save the file. You should be able to preview Smartrr on your site upon successfully modifying this product form. Having trouble? Skip to Troubleshooting steps.

3. Modifying the Customer Account Page

In your duplicated theme’s code base, find the liquid file for your store’s account page. This is usually called main-account.liquid or customers/account.liquid. This file is typically located under either the Templates heading.

At the very beginning of the file, paste the following snippet:

<!-- BEGIN SMARTRR SNIPPET -->{% render 'smartrr-account' %}<!-- END SMARTRR SNIPPET -->
{{ 'customer.css' | asset_url | stylesheet_tag }}

The file should look like this:

Save the file.

4. Modifying the Order Status Page

If you would like to display a link to your customer’s Account Portal from the order status page, please email us at [email protected] and we will assist you.

Troubleshooting

Why don't see Smartrr on my theme once I preview?

Whether you've created a demo Subscription Program or made a new program from scratch, you may need to double check and make sure your program details have been successfully "saved". To do this, go to Subscription Programs > Manage Program. Check and see if there is a Discard / Save banner at the top, and click the green Save button.