Customizing customer subscription cycles

Each individual customer subscription cycles can be customized. This enables you to offer unique subscriptions to your customers, allowing you to: Offer individualized discounts Unique billing cycles To begin, first make sure the customer has a subscription set up for you to customize. You can create a subscription manually by creating an order for a […]

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About variable line items in subscriptions

For certain subscriptions, you may want Cartfunnel to automatically substitute the subscription’s line items (ie. products) with each cycle. For example: Cycle #1 – T-shirt with style A Cycle #2 – Change to T-shirt with style B Cycle #3 – Continue T-shirt with style B Cycle #4 – Change to T-shirt with style C This […]

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How to create a subscription manually for customers

To create a subscription for a customer manually, you will first need to create an order from which the subscription will be based. Once you have an order, you can click on the Build Subscription button from within the order details page: A modal window will appear that will let you choose which order line item […]

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Sending subscription reminder emails

You can send reminder emails within Cartfunnel to your customers who are about to have subscription renewals. Reminder notices are specified on a per-subscription basis. Example: John Doe might have 2 subscriptions on your system — A and B. Subscription A can be set to send reminders 7 days in advance, and Subscription B is […]

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Setting recurring billing cycles

Each subscription is defined by the cycles it has. For example, if you’re selling a monthly subscription box, each cycle would be every 30 days. You can configure the cycle to continue on forever (until you or the customer cancels). There are 2 things you need in order to define a cycle: 1. Frequency Type The frequency […]

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Specifying subscription options to show in integration

If you’re using our default code to integrate with services like Shopify, then you can tell Cartfunnel which subscription options you want to show (or hide). In the admin dashboard, go to the product you want to change this setting on, then scroll to the bottom where you can view the subscription settings: Beside the […]

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Creating a trial period for subscriptions

You can create a trial period for your subscription by using Cartfunnel’s subscription cycle settings. Let’s say we want to give the customer a 14 day trial period, followed by a regular billing cycle of every 30 days. What you’ll need to do is create 2 cycles. To add a cycle, click on the Add cycle […]

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Tagging product subscriptions

In this article, you’ll learn how to add tags to your subscriptions to help organize them better. If you haven’t done so already, you will want to learn how to add a subscription to an existing product first by referring to our guide on how to add a subscription to a product. First, go to […]

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About Subscription Queues

Learn about Cartfunnel’s powerful subscription queue management features and how they help you visualize which subscriptions have been processed and which ones have failed.

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