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Subscription Box

Offering a Subscription Box with Subify: A Step-by-Step Guide

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A subscription box allows customers to receive a curated selection of products on a recurring basis. Whether you want to offer a simple subscription box with fixed items or track inventory for each item, Subify makes it easy to set up a subscription box using different methods.

Examples

  • Get a monthly box of curated healthy snacks delivered to your door.

  • Receive a surprise selection of books every month with a subscription.

  • Monthly subscription for fitness gear and supplements.

In this guide, we’ll walk through two approaches:

  1. Subscription Box where tracking inventory isn’t necessary

  2. Subscription Box with individual products from your store

Unlike "Build a Box" subscriptions, the items of a Subscription Box are chosen by solely by the merchant (that's you) and are fixed.


Part 1: Creating a Simple Subscription Box (Inventory Tracking Not Required)

If you don't need to track the inventory of individual items in your subscription box, you can create a subscription box product directly on your store.

Step 1: Create Your Subscription Box Product in Shopify

  1. Go to your Shopify dashboard.

  2. Create a new product for the subscription box you're offering. For this example, we’ll call the product "Game Lovers Subscription Box".

  3. Add details about what’s included in the subscription box (e.g., a description of the items, frequency of delivery, etc.).

  4. Set the price of the product to the total value of the subscription box, rather than the individual prices of the items included.

Step 2: Create a New Plan and Add Your Product

In your Subify dashboard, navigate to the Subscription Plans section. This is where you will create and manage all your subscription plans.

  1. Select the subscription box product you just created in Shopify.

  2. If you want to offer the product only as a subscription, follow the guide to remove the one-time purchase option.


Step 3: Create Your Selling Plan

Under the selling plan options, select how often you want customers to be charged for the Subscription Box. In our example, we’ll set it to Monthly, as customers will be charged once a month for the box.


Step 4: Finalize and View the Result on Your Shop

After setting up your Game Lovers Subscription Box and configuring the subscription plan in Subify, it’s time to finalize and launch your subscription box. Once the subscription plan is live, head over to the product page to ensure everything looks as expected.

  • Verify the subscription widget is correctly displaying the subscription options, including the pricing and subscription frequency (e.g., monthly).

  • Ensure the product description accurately showcases the contents and benefits of the subscription box.

  • Test the purchase flow: Add the subscription box to your cart, proceed to checkout, and confirm that the correct pricing and subscription details are applied.


Part 2: Creating a Subscription Box with Inventory Tracking

If you want to track the inventory of each item included in your subscription box (e.g., the items are also sold individually on your store), you can either use Subify's Quick Checkout Link or create a bundle with the Fast Bundle app.

Method 1: Create a Subscription Box with Subify's Quick Checkout Link

You can create a quick checkout link that includes all the products in the box, and the subscription is applied to each item.

Step 1: Create Subscription Plans for Each Item

Let’s say you’ve created a product for your subscription box called Monthly Fashion Refresh, which includes three fixed shirts (Classic Varsity Top, Chequered Red Shirt, Blue Silk Tuxedo).

Add subscription plans to each individual product in your subscription


Step 2: Create Quick Checkout Link for Products

Head to Quick Check Link in Settings and click on Select Products

Add all the products you want in your subscription box. You can apply additional discount codes which will be applied in the checkout (it uses Shopify's discounts and you need to create it in Shopify first.)

If you offer multiple subscription frequencies (e.g., monthly, quarterly), create separate checkout links for each frequency.

Click on Re-Generate link and create the link that you can put in your Product page.


Step 3: Customize Product Page for Subscription Box

Now, it's time to customize your Product Page to leverage this link.

  1. Go to your Shopify Admin and navigate to the Themes section.

  2. Click on “Customize” next to your Theme.

In the theme editor, go to the Product Page section and create a new template specifically for your subscription box (e.g., name it “Subscription Box ”). This template will be used to replace the default product page for your Monthly Fashion Refresh subscription box.

Click on Add block and select Custom Liquid on the left pane to create a New Button for your Quick Checkout Link:

Insert the following Liquid code to create a custom button.

<a href="YOUR_QUICK_CHECKOUT_LINK" class="custom-button" style="display: inline-block; background-color: #000000; color: white; padding: 10px 20px; text-align: center; text-decoration: none; font-size: 16px; border-radius: 5px;">Subscribe Now</a>
  1. Replace "YOUR_QUICK_CHECKOUT_LINK" with the link generated from the Quick Checkout Link that includes the specific products in the subscription box.

  2. This button will take customers directly to the checkout with the exact products in the box.

To avoid confusion, you need to hide the default Buy and Variant buttons on the product page since the Quick Checkout button will handle everything.

Preview your product page to ensure everything looks and functions as expected. The default buttons should be hidden, and the Subscribe Now button should direct customers to the checkout page with the correct products in their cart.


Step 4: Connect Your Product to Template

After customizing your subscription box product page with the new theme, you need to apply it to the Subscription Box product.

  1. Go to your Shopify Admin and navigate to the Products section.

  2. Find and select the product for your Monthly Fashion Refresh subscription box.

  3. On the product details page, scroll down to the Theme Template section.

  4. In the Theme Template dropdown, select the new product page template you created earlier (e.g., “Subscription Box”).

  5. Save the changes.

Your Subscription Box product will now use the custom theme you created, with the Quick Checkout link integrated into the product page.


Step 5: Finalize and Launch

Once a customer clicks the Subscribe Now button on your Subscription Box product page, here’s what happens:

  • The customer will be immediately redirected to the checkout page with the pre-loaded products.

  • On the checkout page, the customer can review their subscription box order and proceed to enter their payment information.


Method 2: Creating a Subscription Box with Bundles

You can also keep track of your inventory by using a Bundle app like Fast Bundle alongside Subify. Here's how:

Step 1: Create Subscription Plans for Each Item

Let’s say you’ve created a product for your subscription box called Monthly Fashion Refresh, which includes three fixed shirts (Classic Varsity Top, Chequered Red Shirt, Blue Silk Tuxedo).

Add subscription plans to each individual product in your subscription

Once you have created subscription plans for each product, you can move on to setting up the bundle in Fast Bundle.


Step 2: Set Up the Subscription Box in Fast Bundle

Now that the subscription plans are ready in Subify, follow these steps to create the subscription box as a bundle in Fast Bundle.

Install the Fast Bundle app from the Shopify App Store.

In Fast Bundle, go to Settings > Bundle Settings and enable Subscription to allow your bundle to work with Subify’s subscription plans.


Step 3: Create a Fixed Bundle in Fast Bundle

In the Create Bundles section, select the Fixed Bundle option.

Add all the products that you want to offer in the subscription box. If desired, you can include a discount for the bundle, or leave it with no discounts.

Name the bundle (e.g., Monthly Fashion Refresh) and provide a description that explains what’s included in the box. Add an image that represents the subscription box, such as a visual of the items included.


Step 4: Review and Check Your Bundle

Once your bundle is created, head to the product page to review how it looks.

The subscription box will also be automatically available on the individual product pages for each item included in the bundle.


Customization

After the Subscription Box is live, you can fully customize the widget to match your store’s branding and enhance the customer experience.

  • Go to the Widgets tab in Subify.

  • Customize the widget layout, color schemes, and labels to align with your store’s design.

Troubleshooting

If the widget doesn’t display correctly or if you run into any issues, Subify has built-in resources to help:

  • Visit the Widget Troubleshooting Guide in the Subify dashboard for solutions to common issues.

  • If you need further assistance, you can reach out to our 24/7 customer care team using the chat icon located at the bottom right of your page.

  • For Fast Bundle, if you need further help with troubleshooting, reach out to their 24/7 customer care team.

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