At Smartrr, we’re always working to make our onboarding experience as seamless as possible. Our white-glove onboarding service is ideal for brands who have a custom-built Shopify theme, a Shopify store with a headless CMS, or for stores who do not have access to internal design and development resources.

Go-Live Planning

As the first step, your store will be asked to complete a comprehensive onboarding form. In this form, you’ll be asked to provide information on:

• Basic company details—including your Shopify store/s url

• Design—including plans for how you would like subscription offerings to appear on your site

• Products eligible for subscription

• Shipping rules for subscription products

• 3PL logistics and fulfillment options

• Current payment processor

• Store languages, currencies, and billing time zones

• Current subscription offerings (if applicable)

This information will help the Smartrr team prepare for your launch and match you with the best dedicated Client Success Manager for your brand. Our Client Success Managers (CSMs) work with brands on Smartrr both before going live and on an ongoing basis to make sure they’re taking advantage of all that Smartrr has to offer.

Once the onboarded form has been submitted, your dedicated CSM will reach out to schedule a kick-off meeting. In this meeting, your CSM will define timelines, scope of work, and expectations for launching subscriptions with Smartrr. This is also the best time to discuss any unique requests you may have before launch and make sure we can do our best to accommodate requests within scope.

Subscription Setup

With white-glove onboarding, our in-house development team will fully manage the steps needed to install Smartrr, including:

• Adding relevant code snippets onto your site’s product pages

• Setting up Subscription Programs

• Customizing your store’s Account Portal

• Set up rules around failed customer payments

• Set up a billing schedule for subscription orders

• Set up your businesses shipping profiles

Smartrr also allows you to ​​add advanced subscription features to your store—including but not limited to: setting up subscription discounts, offering custom shipping options for subscription orders, and creating anchor dates for your subscriptions. With white-glove onboarding, our team is happy to help advise and implement these additional features that may help your store grow.

For Excel plan clients, our team is able to provide design consultation and implementation services ranging from full implementation of a theme from our pre-built, customizable theme library or implementation of a completely branded design, provided to us by your team via a shared Figma file.

If you indicated in your onboarding form that you currently offer subscription services and need to migrate from another subscription platform, your CSM will schedule a call to go over migration-specific details and steps.

Go-Live & QA

Once setup is complete, we will schedule a ‘Go-Live’ meeting with your team. During your call, we will show you a preview of your Smartrr integration. If additional modifications for your setup are required before you go-live, we will work with our internal team on second-round revisions and finalize a new target go-live date. Our team will accommodate up to two rounds of revisions to implementation and design prior to launch.

When the go-live date is finalized, your CSM will schedule the following action items to take place on go-live day:

1. Migration (if applicable)

2. Smartrr push-live

3. Full site QA

Following these steps, your CSM can schedule an additional Smartrr Orientation call to show your team how to most effectively use Smartrr day-to-day.

Post Going Live with Smartrr

We encourage our clients to meet regularly with their CSMs! We suggest regular meetings to:

1. Review new feature releases by Smartrr and general product enhancements

2. Discuss joining beta on any upcoming releases

3. Having team trainings on Smartrr

Excel clients also have optional monthly business reviews to discuss their subscription performance and potential areas for improvement. Excel clients will also have the option of a dedicated Slack channel to reach their Smartrr team more conveniently!

Migrating existing customers doesn't have to be daunting. If you're looking to migrate to Smartrr, you can rest easy knowing we offer in-house migrations from your current subscription app.

Once your initial Smartrr setup is complete, our team will schedule a migration date. On this day, we'll have our QA team ready to review your migration while we run our dedicated migration script. After a successful migration, our QA team does one final review of the site and the data transferred—at which point your shop will be ready to go live.

We have migrated brands from every major subscription app as well as bespoke platforms. Our team is always available to answer any questions about your specific migration-related needs, and you can reach us at hello@smartrr.com with any questions.

Below you will find some more information on the requirements of migrating to a Shopify Subscription API eligible subscription app.

Payment Processors

Smartrr supports migrating subscriptions from multiple alternative payment processors including:

• PayPal Express

• Stripe

• Authorize.net

• Braintree*

Once migration is complete, Smartrr can use any of Shopify's eligible payment processors to handle all new subscription payments. It's always important to review Shopify's subscription requirements to determine your eligibility for offering subscriptions on your storefront.

Braintree

In order to migrate subscriptions from Braintree, subscription data will first need to be transferred into Stripe, which is a supported Shopify payment processor.

You will need to reach out to Braintree and have them create a file that can be transferred to Stripe. Here’s some additional documentation discussing this process with Braintree.

If you do not already have a Stripe account you will need to create one to transfer the payment data into from Braintree. Once all customer’s payment information is in a Stripe account we can fully migrate all your subscriptions into Smartrr.

Subscription GMV (or Gross Merchandise Value) is defined as the total value of orders processed through the Smartrr platform.

All orders facilitated by Smartrr, whether first subscription orders or automatically created recurring subscription orders are counted in this calculation, including any one-time products that are present in the order (i.e. add-ons). Any orders that include only one-time products are excluded from the Subscription GMV calculation.

Subscription GMV is calculated as the total of all the prices of line items in the order plus the shipping costs and taxes. The line item prices reflect any subscription discounts (e.g. Subscribe & Save 20%), but not any discounts or promotions applied at the cart level (e.g. promo codes).

For orders that are placed in currencies other than USD, Smartrr calculates the USD amount based on the spot rate conversion rate on the day of the order.

Smartrr offers three plans for merchants. Whether you're just starting with subscriptions or are looking to migrate an existing subscriber base from another platform—we have a plan that will work for your needs.

• 🚀 Launch: Self-service for brands looking to explore the benefits of subscriptions.

• 📈 Grow: Advanced features and support for brands scaling their subscription business.

• 💎 Excel: Maximize brand LTV with extensive features and further customization.

Pricing

Monthly Pricing

Annual Pricing

*Gross Merchandise Volume, or GMV, represents the total dollar value of orders facilitated through the Smartrr platform. Smartrr doesn’t charge any transaction fees.

Feature Breakdown

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. How do I install Smartrr on a Shopify 2.0 theme? (Automatic Install)​ - Best for stores using an unmodified Shopify 2.0 theme, like Dawn

2. ​How do I install Smartrr on a modified or custom Shopify theme? (Guided Install)​ - Best for stores using a modified or custom Shopify liquid theme

3. How do I install Smartrr on my headless store?​ - Best for self-hosted stores that pulls data from Shopify via Storefront API

Last updated: April 3, 2024

From within the Smartrr app, navigate to Account located under RESOURCES. Once there, you’ll be met with our three account plans: 🚀Launch, 📈Grow, and 💎Excel.

Click Switch to Plan on the new plan you like. If you are currently on Launch, you will only see this option on Grow, and vice versa. You’ll be redirected to Shopify to approve the subscription. Review all information in Shopify then click Approve. You will be billed via Shopify for your new total amount and your account features access (either upgrades or restrictions) will be adjusted automatically in-app.

If at any point you’d like to upgrade to or demo our 💎 Excel plan, please reach out to our sales team.