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Welcome to Smartrr help docs

We're here to help you create a deeper connection between your brand and your most engaged customers. Have a specific question in mind? Use the search bar in the top right corner β˜οΈπŸ‘‰

Last updated: July 7th, 2025

Getting Started

βœ… Subscription Setup

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πŸ‘©β€πŸ’Ό Admin Portal

The Admin Portal is where you can view and edit your customer’s subscriptions, adjust your theme settings, view analytics, and more.

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πŸ“² Customer Account Portal

The Account Portal is where your customers can view and interact with their subscriptions orders.

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πŸ’³ Transactions

Understand when subscription transactions occur and how to set up rules around your customers’ subscription billing.

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🧬 Integrations

Instructions on how to integrate Smartrr with some of the leading tech-partners in the ecommerce industry.

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🧩 Shopify Questions

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πŸ’» Developer Documentation

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❓Troubleshooting

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πŸ“³ RSS Feed

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​How do I set up SMS subscription notifications?​
  • ​How do I set up subscription discount codes?​

  • ​How do I offer prepaid subscriptions?​

  • ​What is the Sequential Flow Builder?​

  • ​How do I set up shipping methods for subscription products?​

  • ​What happens to a subscription when an item is out of stock?​

  • ​Can I offer buy-now-pay-later payment methods for subscriptions?​

  • ​How can I set up Checkout Extensions?​

  • ​What is Advanced Analytics reporting and how do I access it?​​
  • ​How can I customize the theme of my store’s Account Portal?​

  • ​How can I edit the copy/language of my store's Account Portal?​

  • ​How can I set which actions my customers can take on their subscriptions in their account portal? (Custom functionality)​

  • ​What are CSS overrides?​

  • ​How do I edit typography with CSS overrides?​

  • ​What are Marketing Banners?​

  • ​What is Retention?​

  • ​What are Bundles?​

  • ​What is Loyalty?​​

  • ​How do I set up creator upsells?​

  • ​How do I set up an Instagram feed?​

  • ​How do customers view their order history?​
  • ​How do customers update their email associated with their account portal?​

  • ​Klaviyo​

  • ​LoyaltyLion​

  • ​Postscript​

  • ​Recharge​

  • ​Shopify Flow​

  • ​How can I use webhooks with Smartrr?​

  • How do I set up Subscription Programs?
    What are subscription anchor dates?
    What are maximum/minimum (finite) subscription plans?
    How do I set up email subscription notifications?
    How do I view and adjust my customers’ subscriptions?
    How do I view and adjust my customers' information?
    What does the "View as customer" button do?
    What is the Subscription Events Timeline?
    How do customers access their Account Portal?
    How do customers create an account?
    How do customers view their next order?
    How do customers manage their subscriptions?
    How do I view subscription transactions?
    How do I set up rules around failed payments?
    What happens when a customer’s payment method fails?
    How do I adjust my billing schedule for subscriptions?
    What integrations does Smartrr offer?
    Attentive
    Blueprint
    Gorgias
    Will updating product prices in Shopify reflect in Smartrr?
    Bundles: Developer Documentation
    Adding Metafields to Disable Add to Cart for OOS Products​
    Why did my customer's subscription automatically pause?
    Why is my customer's shipping address invalid? (Phone number formatting)
    Can’t find the answer to your question?
    Smartrr’s changelog: Stay up-to-date with Slack