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Getting Started with Subify
Getting Started with Subify

All you need to know about Subify Subscription App.

Updated this week

Subify is a powerful subscription management solution, fully integrated with Shopify and carrying the "Built for Shopify" badge. We offer the quickest setup for subscriptions, memberships, and box solutions, making it easy to launch and scale your business. Our top-rated customer care ensures you have expert support every step of the way, helping you build a predictable, scalable revenue stream.

What Can You Create with Subify?

Subify is designed for businesses across various sectors that want to drive consistent revenue, allowing you to tailor how you sell your products or services to meet your unique business needs. You might fall into one of the following categories:

Subscribe and Save

You can offer your customers the convenience of subscribing to their favorite products while giving them a discount for doing so. This model not only locks in recurring revenue but also encourages higher customer retention.

Example: If you're selling coffee, you can set up a plan where customers can subscribe to a monthly delivery of fresh coffee beans, ground coffee, or specialty blends.


Subscription Box

A subscription box is more than just a recurring order—it's a curated experience where customers receive themed or personalized items.

Example: Imagine running an art subscription box. With Subify, you can easily set up a plan where customers receive a curated selection of art supplies or prints every month.

Membership Programs

With a membership model, you're not just selling products—you’re offering access to premium content, special perks, or exclusive discounts. This is perfect for businesses in industries like fitness, wellness, or education.

Example: Let’s say you’re running an online running club. Using Subify, you can set up a monthly membership where subscribers gain access to virtual training plans, live coaching sessions, and exclusive running challenges.

Installments and Rentals

Subify also offers flexible subscription models tailored for businesses that provide installment payments or rental services.

Example: If you're running a camera rental business, Subify lets customers rent high-end cameras on a monthly basis, with easy options to renew or cancel each term.

For high-ticket items like a sofa, you can offer installment payment plans, allowing customers to spread payments over time while enjoying their purchase right away.


Getting to Know Subify's Features

Subify comes equipped with core features that you can use right out of the box:

Creating a Subscription Contract

When creating a subscription contract in Subify, users have a variety of options to customize how subscriptions work for their business. Each of these features helps tailor the subscription experience to match customer needs and optimize recurring revenue:

  • Pay-per-delivery Subscriptions: Customers are charged for each delivery, offering flexibility in billing frequency - Day, Week, Month, or Year.

  • Pre-paid Subscriptions: Allows customers to pay upfront for multiple deliveries, ideal for long-term commitment and cash flow.

  • Charge on Specific Days: Control when customers are billed, ensuring payments align with your business cycles and cut-off period.

Retention Tools

Retaining subscribers is just as important as gaining new ones, and Subify provides powerful tools to help manage cancellations and payment issues:

  • Canceling Management Tools: Display a message with incentivisation to reduce cancelations on your subscriptions.

You can checkout rest of the features available here.


Creating Your First Subify Contract

Now that you're familiar with Subify's features and how it can benefit your business, it's time to create your first subscription contract.

Click on the Plans tab in the left-hand navigation menu. Start by clicking the Create Plan button to create a new subscription offering.

Choose the products you want to offer under this subscription plan:

Click on the Edit under your Selling Plan and define how often customers will be charged (e.g., weekly, monthly, quarterly). You can offer a discount to incentivize customers to subscribe.

Save your subscription plan and enable subscription widget on your store. For that, you'll need to enable the Subify App Embed:

  • In your Shopify admin, navigate to Online Store > Themes.

  • Click "Customize" on your current theme.

  • In the theme editor, click on "App Embeds".

  • Find "Subify Subscription Widget" and toggle it on.

  • Click "Save" to apply the changes.

You should be able to see the widget on your products now.

If you're still not seeing the widget, check out these two articles:
- Eligibility Requirements
- Widget Troubleshooting

You can adjust the appearance and text to match your brand. Subify offers various templates to choose from, allowing you to easily customize the look and feel of your widget.

  • Go to the "Widget" Tab: In the left-hand menu, click on "Widget".

  • Customize Your Widget: Adjust the appearance and text to match your brand.

You can customize your widget by selecting from Subify Templates. You can always reach out to our customer care if you need customizations on your widget. If you know HTML/CSS, you can customize the widget yourself.


Testing Your Subscription Contract

Before launching your subscription offerings, it's crucial to test the entire process to ensure a seamless experience for your customers. Placing a test subscription order allows you to verify that everything works as intended.

Using Shopify Payments Test Mode

If you're using Shopify Payments, you can simulate transactions without real charges.

Enable Test Mode

  • In your Shopify admin, go to Settings > Payments.

  • Click "Manage" next to Shopify Payments.

  • Scroll down and check "Enable test mode".

  • Click "Save".

When you enable test mode, simply go to your store and purchase your subscription product using one of Shopify's test credit card numbers. After completing the purchase, check your Shopify Orders to ensure the test order appears, and you should see something like the following:

Once everything is verified, don’t forget to return to Settings > Payments and deactivate test mode by unchecking "Enable test mode" and clicking "Save".

Placing a Real Transaction

If you have a live store and can't put your payment settings into test mode, simply place a real order using your credit card. Remember to refund the payment to yourself immediately after. The rest of the process is the same as in the previous step—verify the order in your Shopify admin and check the subscription in your Subify merchant panel.

Next Steps: Preparing for Launch

With your subscription plan created and thoroughly tested, you're ready to launch your new subscription offerings. For more in-depth training and resources, visit Subify Academy, where you can access tutorials, best practices, and expert advice to maximize your subscription business success.

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