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  • πŸ› οΈWelcome to Smartrr help docs
  • Links
    • Changelog
    • API Docs
  • Getting Started
    • Implementation
      • πŸͺ„Installing Smartrr on a Shopify 2.0 theme (Automatic Install)
      • πŸ—ΊοΈInstalling Smartrr on a custom Shopify theme (Guided Install)
      • πŸ§Ÿβ€β™‚οΈInstalling Smartrr on a headless store
      • πŸ’»Adding Smartrr to a custom page (Shopify Liquid)
    • Onboarding
      • ⛑️Basic onboarding process
      • 🧀Smartrr team led onboarding
      • πŸ’΅Plans
      • πŸ’³Migrating subscriptions from payment processors
  • Support
    • Subscription Setup
      • πŸ“‡Subscription Programs
      • βš“Subscription anchor dates
      • πŸ—“οΈMaximum/minimum (finite) subscription plans
      • πŸ“§Email subscription notifications (Customer Notifications)
      • πŸ“²SMS subscription notifications (via Twilio)
      • πŸ›οΈSubscription discount codes
      • πŸ’ΈPrepaid subscriptions
      • πŸͺœSequential Flow Builder?
      • πŸ“¦Shipping methods
      • ❔Subscriptions when an item is unavailable
      • πŸ’²Buy-now-pay-later payment methods for subscriptions
      • 🏁Checkout Extensions
    • Admin Portal
      • πŸ”Adjusting customers’ subscriptions
      • πŸ“‡Adjusting customers' information
      • πŸ€Έβ€β™‚οΈ"View as customer" feature
      • πŸ•’Event log
      • πŸ“ŠAdvanced Analytics reporting
      • πŸ–ŒοΈCustomer account portal theming
      • πŸ”€Translations
      • πŸ’»Available actions for customers in account portal
      • 🎨CSS overrides
      • πŸ” Adjusting typography with CSS overrides
      • πŸ“£Marketing Banners
      • πŸ’­Retention
      • 🧺Bundles
      • 🎁Loyalty
      • πŸ”Passwordless login
      • πŸ’ŸCreator upsells
      • 🎞️Instagram feed
    • Customer Account Portal
      • πŸšͺAccessing the Customer Account Portal
      • πŸ”„Creating an account
      • πŸ”œViewing next orders
      • πŸ“Manage subscriptions
      • πŸ—ƒοΈOrder history
      • πŸ“§Updating email address
    • Transactions
      • 🀝Subscription transactions
      • 🚫Failed payments
      • πŸ“†Billing schedule
    • Integrations
      • 🌐Available integrations with Smartrr
      • πŸ“±Attentive x Smartrr Integration
      • πŸ“±Blueprint x Smartrr Integration
      • πŸ“¬Gorgias x Smartrr Integration
      • πŸ“©Klaviyo x Smartrr Integration
      • 🦁Loyalty Lion x Smartrr Integration
      • πŸ“±Postscript x Smartrr Integration
      • πŸ”Recharge x Smartrr Integration
      • 🟩Shopify Flow x Smartrr Integration
      • πŸͺWebhooks
    • Shopify Questions
      • πŸ’²Will updating product prices in Shopify reflect in Smartrr?
    • Developer Documentation
      • Bundles: Developer Documentation
      • Adding Metafields to Disable Add to Cart for OOS Products
    • Troubleshooting
      • ⏸️Why did my customer's subscription automatically pause?
      • πŸ“žWhy is my customer's shipping address invalid? (Phone number formatting)
      • πŸ†˜Can’t find the answer to your question?
    • RSS Feed
      • πŸ“³Smartrr’s changelog: Stay up-to-date with Slack
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  1. Getting Started
  2. Onboarding

Basic onboarding process

If you're on Smartrr's πŸš€ Launch plan, you will be able to get up and running easily with detailed guidelines and helpful documentation provided by our team.

PreviousOnboardingNextSmartrr team led onboarding

Last updated 1 year ago

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Congratulations on making the decision to get started with Smartrr! To make your onboarding as seamless as possible, we’ve created the article outline that will be your best resource for step-by-step instructions to creating a premium subscription experience for your brand.

Overview

Implementation

  1. ​ - Best for stores using an unmodified Shopify 2.0 theme, like

  2. ​​ - Best for stores using a modified or custom Shopify liquid theme

  3. ​ - Best for self-hosted stores that pulls data from Shopify via Storefront API

Still have questions on how to get started with Smartrr or interested in learning more about our experience? Reach out to us at

⛑️
How do I install Smartrr on a Shopify 2.0 theme? (Automatic Install)
Dawn
How do I install Smartrr on a modified or custom Shopify theme? (Guided Install)
How do I install Smartrr on my headless store?
white-glove onboarding
hello@smartrr.com.