The Complete Guide to Creating and Collecting Subscriptions
First time creating a subscription? Don't worry we've got you covered! We know how daunting it must be when setting up your subscription for the first time, so we've compiled a list of all the essential guides to create your subscription (and other useful articles too!)
Table of Contents
To start your journey with Subscribie, here is your go-to guide:
Getting Started
- Signup and Getting Started - A quick guide on the basics to create a subscription on Subscribie in minutes.
- Linking Stripe to Start Collecting Payments - To start collecting payments, learn how to verify your business and add your bank details to collect money.
- Guide to your Dashboard - A comprehensive overview of the options present in Subscribie's dashboard and its uses.
Managing Subscription Plans
Creating and Modifying Plans
- Creating a New Subscription Plan - Add additional plans to your shop to diversify your subscription plans.
- Editing an Existing Subscription Plan - Flexible modification of existing subscription plans to cater to customers' needs.
- Creating a Private Subscription Plan - Useful to create plans that you don't want to be featured on your page like exclusive plans.
- Creating a Limited/Seasonal Plan - Useful for Clubs to automatically end the plan after a season.
- Plans with an expiration date - Create automatically cancelling plans which expire at a cancel at date (useful for creating seasonal plans)
Customizing & Organizing Plans
- Adding a Description to Your Subscription Plan - Use this to add more information to your plan.
- Adding Options to Your Subscription Plans - Add simple customisation options to your subscription plan that customers can choose from.
- Adding Documents to Your Plans - Upload documents that are only accessible to your subscribers.
- Adding Terms and Conditions to Your Plans - Add Terms and Conditions which can be made mandatory when customers sign up for your plan.
- Adding a Free Trial to Your Plan - Add a free trial for customers to test your subscription for a specific number of days.
- Adding a Cool-off Period to Your Plan - This is different from a free trial, you can set a specified number of days before the first month's payment is collected.
- Adding Customized Notes to Your Plan - This optional feature allows you to allow your customers to provide notes when they sign up.
- Viewing Customized Subscription Notes - View the customized subscription notes to provide your customers with excellent service.
- Exporting Customized Subscription Notes - Export your customized subscription notes so that you can manage them out of your subscription.
Managing Plans
- Pausing/Canceling a Subscriber’s Subscription - Pause or cancel any subscriber from your subscription.
- Unable to Cancel/Pause a Subscription? - Troubleshooting tips to help you cancel/pause your customer's subscription
- Refunding a Subscriber’s Subscription - Providing a refund to a customer's transaction.
- Charging Subscribers on an Ad-hoc Basis - Flexibility to charge an additional charge separate from the monthly subscription for additional services at any time. This is useful for providing additional one-time customisations/offerings or support.
- Reordering Subscription Plans - A quick way to organise and change the order of plans in your shop by altering their order number.
- Categorising Subscription Plans - Split your many subscription plans into different categories and organise your shop.
- Creating a Public Sharable Link for Subscription Plans - Share a specific link to a subscription. This is useful when you only want to present one plan to a customer and it is great for sharing private plans.
Managing the Subscription Signup Shop
Shop Customization
- Adding a Slogan to Your Shop - Add a catchy word or phrase to capture your audience's attention, it will be shown under your shop's name in the header of the site.
- Changing the Colour of your Shop - Change the colour of your shop to match your branding from your dashboard.
- Adding a Logo to Your Shop - Upload your logo to your subscription shop.
- Changing the Name of Your Shop - Alter your shop's name even after creating it.
- Adding a Live Chat to Your Shop - Integrate Tawk Live Chat to your shop so you can talk with your customers.
- Changing Your Shop Web Address - Change the website of your shop without the need to create a new one.
- Change Your Shop Language - Change the language of your shop to one of our supported languages.
Shop Setup
- Adding Extra Pages to your Sign-up Shop - Create pages other than your plan page to offer more information about your business.
- Creating Private Pages on Your Signup Shop (only accessible by your subscribers) - This feature makes your private pages only accessible to people who subscribe to your subscription.
- Adding Files to Your Shop - Upload files to your shop, this is only accessible to subscribers.
- Deleting Files from Your Shop - Remove redundant or unwanted files from your shop.
- Adding Videos to Your Shop Pages - Embed your videos in your shop to present to your customers.
Embedding Shop
- Embedding Your Sign-up Shop into Your Website - Add your Subscribie shop to an existing website so your customers can access purchasing the subscription without leaving your website.
- Embedding Your Sign-up Shop into WordPress - Add your Subscribie shop to WordPress without any plugins.
- Linking Your Shop to Your Website - A hassle-free alternative to embedding, this feature allows you to link to your shop, so your customers can seamlessly purchase their subscription on your Subscribie shop.
Managing the Subscription Service
Transactions and Donations
- Adding VAT - Automatically calculate and add VAT to your subscription plans with a flick of a switch.
- Filtering Transactions - Filter through your received subscription payments, failed payments and donations to find what you need.
- Transaction Reports - Reports of failed payments and transactions.
- Adding Donations/Pay-it-Forward - Enabling Donations/Pay-it-Forward in your shop to receive donation payments, this is separate from subscription plans.
- Managing Failed Subscription Payments - Learn how you can manage failing payments from subscribers.
- View and Export Donations and Transactions - Find donations and transactions and export them for bookkeeping
- View and Export Subscribers Basic Information - Find basic information about your subscriber like names and emails to contact them.
Account Management
- Change your Password - In case you need a new password, you can change your password easily from the dashboard.
- Change Card Details - Change the details of your card that receives payments from customers.
- Change Registered Email - Update your email address in case you need to change it.
- Add Team Members - Add as many members as you need to your subscription shop.
- Enable Replies to Emails - Add the option for customers to reply to your emails by adding a reply to the email.
- Send Customized Emails - Create a customised email that is sent out to customers when they sign up.
- Find Subscriber Contact Information - Find the information of your customers to get in touch with them.
- Shop Login Troubleshoot - Have trouble logging in to your shop? Take a look at our troubleshooting guide to help you!
I hope this guide helps you learn more about Subscribie and how to utilize our service to the fullest. All the best with your business!