Thanks for installing the new PayWhirl + Shopify App. This installation guide is intended to take you through the setup process to begin selling subscriptions and other types of payment plans on Shopify. Please let us know if you have any questions!
Getting started with PayWhirl's new Shopify app...
- Install the PayWhirl app
- Create selling plan groups
- Associate selling plan group(s) with Shopify products
- Integrate with your existing theme
- Review settings, test transactions, and launch!
1) Add the app to your store from the Shopify App Store
2) Create selling plan groups
When you first log in to the app you'll see the app dashboard with setup instructions to configure the app. To begin, you'll need to create selling plan groups in the app.
Selling plan groups are additional payment option(s) that will be added to your products in Shopify. You can set up multiple selling plans within a selling plan group.
In this example, we will set up a selling plan group called "Subscribe and Save," and then we'll add the group to several products in our store. The selling plan group will have two selling plans (weekly and monthly) subscription options for customers.
First, we will set up the selling plan group details for "subscribe and save."
Internal name - This is the name used to identify the selling plan group in the app. The internal name is NOT visible to customers.
Public name - This is the name of the selling plan group and it's shown to customers on the product page typically.
Plan selector title - This is displayed when customers view your selling plan group options on the product page.
Note: Depending on your theme it might look a bit different than the screenshots above. Each theme has the ability to style and place elements in different locations but generally, this is how these settings will be displayed to customers.
Next, we will set up our weekly and monthly selling plan options so customers can select a frequency that works for them. We'll start with a weekly selling plan.
Selling Plan Name - This is the name of the selling plan that will be displayed to customers in your cart, during checkout, and potentially on product pages (depending on your theme).
Theme Cart Preview
Shopify Checkout Preview
Plan Selector Label - This is the name of the selling plan that will be displayed to your customers on the product page where they select their subscription options.
Selling Plan Description (optional) - This is displayed to customers on product pages after they select a specific selling plan. It's a good place to provide extra information about the specific selling plan and appears as a text block.
Next, we'll set up the billing rules for the selling plan in the bottom section of the selling plan settings. These settings will control how the selling plan bills your customers on a recurring basis.
Interval - This setting has two controls. It allows you to choose how often the selling plan will bill your customers and on what frequency (daily, weekly, monthly, yearly). In our example, we'll select 1 for the interval and weekly for the frequency settings so the customers are charged every week. If you wanted to bill the customers every two weeks, you'd select 2 for the interval and the weekly frequency.
The interval settings also control how often orders will be generated in your Shopify store. For example, if your selling plan bills the customer every week, then orders will be generated every week.
Note: During the beta period of our app billing frequencies and order frequencies must match, but we'll be expanding functionality soon to allow merchants to select different billing and shipping frequencies. For example, billing monthly and placing orders weekly.
Min number of installments before the customer can cancel - This setting will control how many payments the customer must make before they can cancel the subscription from the customer portal. This is helpful if your subscriptions require customers to be subscribed for a minimum number of payments. This is disabled by default and will require the merchant to cancel subscriptions manually via the admin if customers need to make changes before the minimum term has been met.
Max number of fulfillments - This setting lets you control if subscriptions should be ongoing (continue indefinitely) or be canceled automatically after a specific number of payments have been completed. By default, it's set to unlimited which will make the subscription continue to rebill until it's canceled by the customer or the merchant.
For example, if you wanted a subscription to last for three payments you would set the max number of fulfillments to 3 and the system would automatically cancel the subscription after three payments were completed.
Discount or manual price - This setting controls the pricing for the selling plan and works with the "adjustment value" setting.
There are four options for pricing selling plans:
- None (not recommended) - Keeps the price the same as the selected product variant, with no adjustment. Adding a discount for recurring payments can increase conversion rates for subscriptions.
- Fixed Amount Discount (recommended) - Lets you select a specific amount to discount the product variant if customers buy the selling plan.
- Percentage Discount (recommended) - Lets you select a percentage-based amount to discount the product variant if customers buy the selling plan.
- Manual Price - Let you specify a manual price for the selling plan.
In our example, we've opted to give customers a 15% discount for subscribing to weekly deliveries. This is commonly referred to as "subscribe and save" and is usually well received by customers.
Next, well add our monthly subscription option to the selling plan group by selecting the "Append selling plan" link at the bottom of the page. In our example, we'll give customers a 10% discount for subscribing monthly.
3) Associate selling plan group(s) with Shopify products
Now that we've created a selling plan group with two selling plan options we're ready to add the selling plan group to specific products in our store. You can associate selling plan groups to products in Shopify directly from your product page settings.
Edit the Shopify product(s) you'd like to sell on a subscription basis and select the "Add option" link on the subscription card to add your existing selling plan group(s) from the PayWhirl app.
Note: You can also create a selling plan group directly from your product page by selecting "Add new option" from the dropdown menu on the subscription card. This option uses our "simple plan editor" and doesn't contain all the features of the main editor in the app.
After you've associated your Shopify product(s) with selling plan groups from PayWhirl you'll see the subscription details displayed in your product page settings.
Note: Associating selling plan groups from the main product page in Shopify will apply the subscription options to ALL the variants of your product. If you only want the subscription options to apply to specific variants, you can add them from the variant details page in Shopify.
4) Integrate with your existing theme or install a new one
At this point, we've created selling plan groups and have associated them with our products in Shopify. However, until we integrate our theme with PayWhirl, nothing will be visible to customers.
During the Shopify subscription beta period, PayWhirl will support several of the most popular themes on Shopify. We're also working quickly to implement others.
Please let us know if you have problems installing and we'll do our best to provide specific instructions for your theme ASAP. We can also recommend Shopify experts and theme developers who can help customize unsupported themes while we work to expand support for more themes.
Continuing with our example, we'll install the PayWhirl assets into the Debut theme in our store. Installation instructions can be found in the app's main menu and we have a more detailed install guide at the following link.
After you've installed the required snippets, you should be very close to a finished integration. However, in some cases, you may need to add a few lines of code to your theme to finish the installation.
For example, the last step is adding a link to your customer portal so customers can access the portal from the account page in your theme to view and manage their subscriptions.
Note: The Shopify theme editor has built-in version control so you can revert to a past version of your code if anything isn't working properly. If you'd rather not edit your code please reach out to our team and well do our best to help or refer you to a Shopify expert who can assist.
5) Review settings, test transactions, and launch!
After you've installed the snippets and finished copying/pasting your includes in your theme you should be able to see your subscription options on the product pages you associated with selling plan groups.
Lastly, you should review the app settings to make sure that you've enabled the options you want for customers who access their customer portal. You can also specify how failed payments (dunning) works
That's a wrap! Once you've completed the steps above you can test a live transaction, or enable test mode in Shopify Payments and run some test transactions to see how subscription orders are generated.
- How to configure a Selling Plan Group (2020)
- How to attach a subscription to a Shopify Product
- Theme installation and troubleshooting guide
- Need help customizing PayWhirl?
The app is brand new (Released in November of 2020) so please let us know if you have any questions. We're happy to help!
The PayWhirl Team