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Customers can sign up for membership subscriptions on your e-commerce website and set them up themselves. Once you've created a membership plan, you can move on to editing the online membership content on your website. This is where you edit subscription pricing information and terms and conditions. Learn how to enable online subscriptions so you can add another source of revenue!

For full details on how to create subscription plans, click here.

Online Subscriptions

When you want to create a new plan available on your e-commerce website, or update it, here is what to do:

1. Go to Memberships > Plans. 
2. If you want to update an existing plan, you can click on the name under the Subscription Plan Name column. This will open its full details.
3. To create a new subscription plan, click on the Add New Plan button.

Add New Plan

The Create Plan form is made up of three sections: Plan Basics, What's Included, and Online Content. Here, you can add new plans or update existing ones. Updating a plan is the same as adding a new plan, except Create functions are replaced with Update.

Plan Basics Section

Below is an explanation of each field or button in the Plan Basics section of the form:

1. Subscription Plan Name* — Enter the name of the subscription plan.
2. Where will plan be used?* — Select if the plan will be used in-store, online, or both.
3. How often will it renew?* — Select the frequency at which the plan will renew: weekly, monthly, or yearly.
4. How many times will it renew?* — Enter the maximum number of times the plan will automatically renew. If the plan will be renewed indefinitely, check the box for Renew it continuously until customer cancels instead.
5. Subscription Price* — Enter the price of the subscription. Leave out dollar signs.
6. Taxable — Check the box to indicate if the plan itself is taxable.
7. Create — Click on Create to save the new Subscription Plan, or you can wait until you've completed the other sections of the Create Plan page. This will read as Update if you are editing an existing plan.

* Required Field 

What's Included Section

The next section on the Create Plan page is to define What's Included in the Plan. Below is an explanation of each field or button in the What's Included section of the page:

1. Free Delivery — Check the box to indicate if subscribers to this plan will be eligible for free delivery.
2. Select Categories for Category Discount — Select from the drop-list the product categories that are eligible for discounts under this Subscription Plan.
3. Percentage Discount for Category Discount — Enter the percentage that will be discounted from category products for plan subscribers. If you want a 7.5% discount, enter 7.5, not 0.075.
4. Delete Category Discount — Click on the Red X next to a category discount to remove the discount.
5. Add Category Discounts — Click on this button to add another category discount.
6. Select Brand for Brand Discount — Select from the drop-list the product brand that is eligible for discounts under this subscription plan.
7. Percentage Discount for Brand Discount — Enter the percentage that will be discounted from the brand's products for plan subscribers. If you want a 7.5% discount, enter 7.5, not 0.075.
8. Delete Brand Discount — Click on the Red X next to a brand discount to remove the discount.
9. Add Brand Discounts — Click on this button to add another brand discount.
10. Scan Items — Click into this field and scan the product you want to offer to plan subscribers for free.
11. Search Products — Enter keywords to find a product you want to offer to plan subscribers for free. Click on it in the drop-list to add it.
12. Quantity — Enter the quantity of the product you want to give plan subscribers.
13. Unlimited — Check the box if you instead want to offer an unlimited amount of the product to plan subscribers.
14. Remove Product — Click on the Trash Can icon to remove the product from the plan.

Online Content Section

The Online Content section of the page is where you can provide information about your subscription plan on your website. Below is an explanation of each field or button in the Online Content section of the form:

1. Add Image — Click on Select File if you want to upload an image.
2. Long Description — Use this text box to describe the details of the Subscription Plan.
3. Terms and Conditions — Use this text box to describe the Terms and Conditions of the Subscription Plan.
4. Back Button — Click on Back to go back to the Plan Listings area.
5. Create Button — Click on Create to save the new Subscription Plan. This will read as Update if you are editing an existing plan. Please Note: You have to Create the plan first to move onto the next step.

Show Subscriptions on Your Website

After creating the Subscription Plan, the page will update to the Edit Subscription view. Stay in the Online Content section on the Edit Subscription page. Follow these steps to display subscriptions on your e-commerce website, whether you have one plan or multiples:

Show One Plan

If you only have one plan you want to show customers, here is what to do:

1. In the Online Content section, click on Preview on Website.
2. Copy the URL path that follows after your store's website URL, but exclude /preview. For example, in the image below, that path is /customers/plan/286/ (Do not copy this example path, as yours will be different).
   
3. Go to Content > Navigation Banners. This is where you can add a clickable banner on the top of your website that will lead to your memberships/subscriptions page.
   
4. Enter the name you want to give the page under the Display Name column. For example, in the example below, it is named Memberships.
   
5. Paste the URL path you copied earlier under the Path column, as shown in the image above.
6. Enter the number for the Display Order under the respective column. This determines where in the order (starting from the left-hand side, 1 being the leftmost) this banner will appear. You can see an example of this in the section below named Show Multiple Plans.
7. Select from the drop-list if the banner will show a Category Dropdown, Custom Dropdown, or Not a Dropdown. Since there is only one membership page, select Not a Dropdown. 
8. If you want to remove the banner, click on the Trash Can Icon to the right of the banner entry.
9. Click on Save to create your new navigation banner and update your website.

Show Multiple Plans

If you have more than one plan and would like to show a list the customer can choose from, follow these steps:

1. Go to Content > Navigation Banners.
   

2. Enter the name you want to give the page under the Display Name column. For example, in the image below, it is named Memberships.
   
3. Enter /customers/plan/ under the Path column.
4. Enter the number for the Display Order under the respective column. This determines where in the order (starting from the left-hand side, 1 being the leftmost) this banner will appear.
5. Select from the drop-list if the banner will show a Category Dropdown, Custom Dropdown, or Not a Dropdown. Since there is only one membership page that will show multiple plans, select Not a Dropdown.
6. Click Save to save the banner and update your website.

Now, when the customer clicks on the Memberships banner on the website, they will see a list of Plans.

Related Topics

Plans

Subscriptions

Subscription Emails

Purchase Subscriptions

Frequently Asked Questions

Q: How can I cancel a customer's subscription?

A: Go to Memberships > Subscriptions > Click on Subscription ID > Cancel. Click here to learn more about editing subscriptions. 

Q: Can I show multiple subscription plans, or only one at a time?

A: Both work. Follow the Show One Plan steps for a single plan, or the Show Multiple Plans steps to let customers pick from a list.

Q: What's the difference between a Category Discount and a Brand Discount?

A: A Category Discount applies to an entire product category, while a Brand Discount applies to a specific brand's products. You can add either one, both, or several to the same plan.

Q: Can I give subscribers a free product instead of a discount?

A: Yes. In the What's Included section, use Scan Items or Search Products to add the product, then set a Quantity or check Unlimited.

Q: Do I need to finish the whole form before creating a plan?

A: No, but you do need to click Create before you can preview the plan or add its online content — the next steps only unlock after the plan exists.

Q: Can a plan be sold both in-store and online?

A: Yes. In the Plan Basics section, set Where will plan be used? to include both options.

Q: I have a question, but I can't find my answer here. How do I get more assistance?

A: You can ask any question at the number listed here. Contact our support team at (323) 370-0738 for the U.S. and (888) 370-2363 for Canada.