An Awtomic subscription plan defines the discount customers will get if they subscribe and also the intervals they can choose for their regular shipments. For example, a coffee company may choose to offer a 10% discount for subscribers and give the options of receiving shipments every 1 week, 2 weeks, or 4 weeks. A multivitamin company may choose to offer only 1 month as an option for subscribers for $5 off per shipment.

With Awtomic Subscriptions, you can create unlimited numbers of subscription plans for unlimited products, and you can apply multiple plans to the same product if it makes sense for your business. We will walk you through the process of creating a subscription plan below, and give you some tips and tricks for how to make them work best for your business as well.

Naming your subscription plan

You will pick two names for your subscription plan.

  • Subscription Nickname: This should be meaningful to you, but will never be shown to your customers. It can be something about the products you’ll apply it to or the intervals you’ll enable, or anything else that helps you remember what it’s for. For example, if you’re selling coffee, maybe Whole Bean bags will have a different plan from your Pods product, so you could call the plan “Whole Bean Subscriptions”

  • Display Name: This is the text that will show up on your product page. If you also offer one-time purchases, it will show up as an option below that. The most common copy to use here is “Subscribe & Save 10%.” You can also use something like “Monthly Subscription” depending on how you want it to read. It can be helpful to include the discount if you offer one to incentivize customers.

Setting up your subscription frequencies

Every subscription plan can have one or more frequency options. For each one, you can choose any positive number, and either Days, Weeks, Months or Years as a base interval. You will also need to write the display name, which is what will show in the dropdown of options. In the case that there is only one, it will show below the Display name of the subscription plan (see examples below).

Before the frequency options will be the text you define as the "Frequency prefix" (our recommendation is “Deliver every”) so make sure the display name you write will read well. This will also be concatenated together with the frequency display name in your cart (In the example above, it would read: "Deliver every 2 weeks" in the cart).

To add a new frequency, press “+ Add Frequency”. To delete one, press the trash can icon to the right of the frequency you wish to delete. You can also use the Grip icon on the left of the frequencies to drag them and change the order. The order will determine how they show in the drop down selector for customers.

Adding a discount

Not everyone decides to offer a discount for subscribing, but it can be a great incentive to convert users to subscription, especially if you offer one-time purchase options.

For each subscription plan, you can choose between three types of discounts: Standard, Dynamic or Frequency Specific.

A Standard discount allows you to define a single discount that a customer will get for all orders in their subscription. You can create a standard discount with either a % or a dollar amount off and set any value you'd like.

A Dynamic discount allows you to to set two discounts: one initial discount and a number of orders that it will apply to, and then a recurring discount that will kick in after the initial discount length is completed. You can use this in a number of ways:

  • To incentivize people to retain longer by offering a higher discount after the first few orders

  • To incentivize users for the first purchase by giving them a bigger discount and then having it automatically set to a regular discount afterwards

Tip: If you want to have different discounts for different frequencies, this is also possible but a little more complicated. Here are the steps you'll take:

  • Create two subscription plans

  • For each one, make sure the Display name in the Basic Info section is exactly the same

  • Define one frequency and one discount in each plan

When you view the widget on your store, you'll see the two plans are automatically combined under the same name, and the discount shows next to the display name of each frequency

Want the frequencies and discounts broken out into separate choices? This is possible too! Just make the display names for the subscription plans different and they won't collapse:

No matter how you set up your discounts they are part of the subscription and can be used along with discount codes that you create in Shopify.

Finally, you can also enable subscription shipping in this discount section. You can read more on how to create a subscription shipping profile in the settings portion of the help center, but once that profile is created, you can apply it to any subscription plan with the checkbox in the discount section. This is typically used to give users free shipping, but gives you the option of defining any zones and rates that make sense for your operations.

Remember to save your plan as you go! Check out the next article, "Assigning subscription plans to Products" for the last step in creating a subscription plan.

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