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How do I view and adjust my customers’ subscriptions?
While your customers can edit their subscriptions in their Account Portal, subscriptions can also be managed on their behalf (and in bulk!) within Smartrr.
Navigate to Subscriptions in the left-hand menu.
You can quickly search for the particular subscription you're looking for by the customer’s email address or name.
Check a row to reveal options to quickly manage the subscription, including:
- Pause subscription(s)
- Export to CSV
- Open in new tab
- Set new order date
- Cancel subscription(s)
Select all the items on a page by clicking on the checkbox in the header row. To select ALL subscriptions in Smartrr, click on the blue text: Select all 30+ subscriptions.
Before taking any bulk actions like pause or cancel, you will be presented with a confirmation state:
Note: While a subscription is paused, you won’t be able to add any additional discount codes.
Warning: Canceled subscriptions are always permanently suspended due to Shopify’s rules around re-authorizing payment methods. However, paused subscriptions can always be resumed.
To quickly view the contents of a subscription, hover over the Items row.
To view an individual subscription's details, click on the blue subscription ID number.
You'll then be taken to the subscription's respective subscription details page:
In the Manage subscription dropdown, press Pause subscription.
In the Manage subscription dropdown, press Cancel subscription.
In the Manage subscription dropdown, press View raw subscription contract. This can be helpful if you are working with a developer or a Smartrr Customer Success Manager to troubleshoot a subscription error.
In the Options dropdown, press Skip.
In the Options dropdown, press Edit address.
Note – this will apply to the next order only. To edit for all upcoming orders, edit the customer’s DEFAULT ADDRESS on the right hand side of the page.
In the Options dropdown, press Set next order date.
Press the green Add item button. For one-time add-ons, press One-time item. For adding an item to every recurring subscription order, press Recurring item.
Check the items you wish to update. For one item you can Swap and Remove. For multiple items you can only Remove.
Under Current subscription program, choose a new plan from the dropdown.
Warning: If you are moving a customer to a plan under a different subscription program, ensure that the contents of their subscription are also a part of the new Subscription Program.
Enter a valid discount code into the Discount code card. Remove it by pressing the X icon next to the code.
Note: Smartrr uses Shopify’s native discount code generator. Create discount codes for your subscriptions within your Shopify admin.
Comments can be used to leave internal reminders about why certain actions have been taken on a subscription order by an admin. These comments can also be pinned to the top of the event log for easy visibility.
If you're using a Shopify theme that supports Cart Notes, your shop can utilize this feature to allow customers to include a subscription-specific note that will append to all of their future subscription orders as they are processed in Shopify. This note is both visible and editable from the Subscription Details page in your Smartrr admin.
A few examples of how you can use this feature include:
- 1.Letting customers add dietary restrictions
- 2.Adding important packing instructions to subscription orders to be picked up by your 3PL
- 3.Adding information about you/your pets to better inform contents for subscription mystery boxes
Note: If the Shopify variable for order notes is present in your Shopify order confirmation email, then the note will be visible to your customer when it is processed through Shopify. It would look something like the below:
{% if order.note %}
<p><b>Order notes</b>: {{ note }}</p>
{% endif %}