How to create subscription plans for your products
Once you installed the QuickSub app, it’s time to create your subscription plans to start selling recurring products and services to your customers. Specifying delivery, billing and pricing policies in a subscription plan can help customers to buy subscriptions more conveniently. In this article, we will guide you through all steps to create a subscription plan on QuickSub. Let’s get started!
From the QuickSub dashboard, click on “Plans” on the left menu bar to access Subscriptions Plans. You can see all created subscription plans here.
After accessing the Subscription plans, click on the “Create plan” button to start the journey.
At the top of the subscription plan editor, you'll find a “Subscription plan name” placeholder and a “Subscription plan description” placeholder.
Note:
The title and description will not show for your customers on the live page.
Title is limited to 128 characters, and description is limited to 250 characters.
There are 2 statuses for the Subscription Plan:
Active: The subscription plan will be ready to be used on the live page immediately after creation
Draft: The subscription plan will be saved as a draft and can be activated later
Here, you’ll select the products and decide which products the subscription plan applies to.
From the Products, you can search the product's name on the search bar to select the products.
Or you can choose the “Browse" option to select the products. You can select multiple products for your subscription plan.
Click on the “Add New Purchase Option” button to add a selling plan, or add an existing purchase options in QuickSub.
Next, you can add more details for the selling plan by adding information of Delivery interval, Billing option, Label, Discount, Custom message.
Delivery Interval: There are 4 options for the Delivery Interval which are Week(s), Day(s), Month(s), Year(s)
Billing option: There are 2 options: Pay-as-you-go or Prepaid. For Prepaid, you can set the number of orders allowed for prepaid.
Label: You input the title which will display on the customer’s checkout page.
Discount Amount: There are 3 options for the Discount amount which are Percentage off (%), Flat rate ($), Fixed amount ($)
Update discount after specific number of payments: By selecting this option, you can offer your customers a new discount after a certain number of recurring successful payments. For example, after 2 successful payments, customers will have a 10% discount on their next payments. On the product page, customers can see the discount policy that you specified.
Charge on specific days: The customer will be charged for the subscription on the days that have been set up in this feature. You can set Recurring billing day: This is the specific day each month when a payment is automatically charged to the customer. If the day chosen is the 30th day of the month and the next month only has 29 days, the recurring billing day will automatically push back to the 29th for the next month and the months after. You can also set cut-off period: This specifies the number of days before recurring billing day to prevent double charging when the first-time order day is too close to specified recurring billing day.
Here is a detailed example of a cut-off period:
Subscription plan details:
Delivery interval: 1 week
Recurring billing day: Saturday
Subscription details:
1st order: Wednesday, Dec 14
If there is no cut-off period or cut-off period is smaller than 4 days, the 2nd order will be the first upcoming Saturday, Dec 17 → This is too close, which is called double charging.
If the cut-off period lasts from 4 - 7 days, the 2nd order will happen on the second upcoming Saturday, Dec 24.
Enable Cancellation Policy: If enabled, you can set the number of successful payments required before customers can cancel the subscription. Please note that the number of successful payments doesn’t include the first order. And if you disabled 'Customer cancel subscriptions' in Customer Permissions, this policy won't work.
Enable Automatic Expiration: If enabled, you can set the number of successful payments after which subscription will be automatically canceled. Please note the number must not be fewer than the number in the cancellation policy.
Custom message: You can explain the objectives of subscription plans to manage and track them easily.
After selecting, you click “Done" to create the selling plans.
Finally, once you select all needed information, click the “Save” button to save.
You may want to duplicate one or multiple plans for different uses. In order to do so, please follow these steps:
From Subscription plans page > Subscription plan listing > Select 1 or many plans > Click more actions > Click Duplicate.
A new duplicated plan will be under the name of “Copy of + your original plan name”, and has Draft status as default.
In order to delete plans that you don’t want, please follow these steps:
Subscription plans > Subscription plan listing > Select 1 or many plans > Click more actions > Click Delete
Click Delete > Subscription plans will be deleted from subscription plan listing.
After a subscription plan has been deleted, its subscriptions which were created previously still stay the same.
In order to export your plan, please choose the plan you want, then click “More actions” > Export plans.
Next, a pop up screen will be opened, from there, you can choose to export plans from the current page or all pages or the selected plans.
You can also choose the format of your exports. The plans can be exported as CSV files for Excel, Numbers, or other spreadsheet programs or plain CSV files.
After choosing the export button, the plans exports will be sent to your email.
Please note: The exports will be sent to the store owner’s email, not the staff emails (if any). The link to download the exports will expire after 7 days of you receiving the email.
On Customer Portal, customers can view details of the subscription plan in the subscription details page.
Can I select multiple products for the created subscription plan?
Yes, you can assign multiple products to one subscription plan, and the subscription selling options will be displayed on the product page of all these products.
Why don't sellings plans display on the product page of my online store?
There may be three reasons why the selling plans don't show up on your live store:
You have not set your subscription plan status to Active in your details subscription page. In order to do this, from the App Dashboard, go to Subscription Plans > select the plan you set up for the designated product > set status from Draft to Active > Save
You have not enabled the QuickSub app in your App Embeds.
In order to do this, you need to enable QuickSub theme extension by going to Theme editor > App Embeds > QuickSub > Save.
You have not added the QuickSub app block to the product page.
You can do this by going to Theme Editor > Select section Products > Default product > At Product information on the left, click Add block > Apps > QuickSub > Save.
You should move the QuickSub app block to below the Quantity selector for an enjoyable shopping experience.
Will updating subscription plans and selling plans affect created subscriptions?
No. These updates only apply to future subscriptions that have not been paid for.
Will Cancellation or automatic cancellation policy affect my canceling subscriptions (in QuickSub app)?
No. You can cancel subscriptions in QuickSub app at any time (Cancellation policy will affect customers canceling subscriptions in Customer Portal).
Is it possible for me to have my subscription plans exported to another email instead of the owner’s email?
No. You can only export your plans to the email you used to register for your store, other emails, including staff emails will not be eligible to receive the subscription plans exports.
I don't want customers to see the option one-time purchase on the product page, just see selling plans of my subscription plans. What can I do?
Shopify admin > Products > Select product > Product details > Purchase options >
Only show this product with these purchase options > Save.
For the “Change discount after a specific number of payments”, if I set the number of payments to 1, does this mean that my customers will receive a designated discount for their next payment?
No. The number of payments in the option refers to Recurring payments. It means that after your first purchase of the subscription, you need to make one more recurring payment in order to receive the designated discount set forth for the subscription for the next payments.**
Step 1: Access Subscription Plans
From the QuickSub dashboard, click on “Plans” on the left menu bar to access Subscriptions Plans. You can see all created subscription plans here.
Step 2: Click “Create plan” Button
After accessing the Subscription plans, click on the “Create plan” button to start the journey.
Step 3: Name The Subscription Plan And Choose The Status For It
At the top of the subscription plan editor, you'll find a “Subscription plan name” placeholder and a “Subscription plan description” placeholder.
Subscription Plan Name And Description
Note:
The title and description will not show for your customers on the live page.
Title is limited to 128 characters, and description is limited to 250 characters.
Subscription Plan Status
There are 2 statuses for the Subscription Plan:
Active: The subscription plan will be ready to be used on the live page immediately after creation
Draft: The subscription plan will be saved as a draft and can be activated later
Step 4: Choose Products which the subscription will apply to
Here, you’ll select the products and decide which products the subscription plan applies to.
From the Products, you can search the product's name on the search bar to select the products.
Or you can choose the “Browse" option to select the products. You can select multiple products for your subscription plan.
Step 5: Click “Add New Purchase Option” Button
Click on the “Add New Purchase Option” button to add a selling plan, or add an existing purchase options in QuickSub.
Next, you can add more details for the selling plan by adding information of Delivery interval, Billing option, Label, Discount, Custom message.
Delivery Interval: There are 4 options for the Delivery Interval which are Week(s), Day(s), Month(s), Year(s)
Billing option: There are 2 options: Pay-as-you-go or Prepaid. For Prepaid, you can set the number of orders allowed for prepaid.
Label: You input the title which will display on the customer’s checkout page.
Discount Amount: There are 3 options for the Discount amount which are Percentage off (%), Flat rate ($), Fixed amount ($)
Update discount after specific number of payments: By selecting this option, you can offer your customers a new discount after a certain number of recurring successful payments. For example, after 2 successful payments, customers will have a 10% discount on their next payments. On the product page, customers can see the discount policy that you specified.
Charge on specific days: The customer will be charged for the subscription on the days that have been set up in this feature. You can set Recurring billing day: This is the specific day each month when a payment is automatically charged to the customer. If the day chosen is the 30th day of the month and the next month only has 29 days, the recurring billing day will automatically push back to the 29th for the next month and the months after. You can also set cut-off period: This specifies the number of days before recurring billing day to prevent double charging when the first-time order day is too close to specified recurring billing day.
Here is a detailed example of a cut-off period:
Subscription plan details:
Delivery interval: 1 week
Recurring billing day: Saturday
Subscription details:
1st order: Wednesday, Dec 14
If there is no cut-off period or cut-off period is smaller than 4 days, the 2nd order will be the first upcoming Saturday, Dec 17 → This is too close, which is called double charging.
If the cut-off period lasts from 4 - 7 days, the 2nd order will happen on the second upcoming Saturday, Dec 24.
Enable Cancellation Policy: If enabled, you can set the number of successful payments required before customers can cancel the subscription. Please note that the number of successful payments doesn’t include the first order. And if you disabled 'Customer cancel subscriptions' in Customer Permissions, this policy won't work.
Enable Automatic Expiration: If enabled, you can set the number of successful payments after which subscription will be automatically canceled. Please note the number must not be fewer than the number in the cancellation policy.
Custom message: You can explain the objectives of subscription plans to manage and track them easily.
After selecting, you click “Done" to create the selling plans.
Step 6: Save The Subscription Plan
Finally, once you select all needed information, click the “Save” button to save.
Step 7: Duplicate Subscription Plans
You may want to duplicate one or multiple plans for different uses. In order to do so, please follow these steps:
From Subscription plans page > Subscription plan listing > Select 1 or many plans > Click more actions > Click Duplicate.
A new duplicated plan will be under the name of “Copy of + your original plan name”, and has Draft status as default.
Step 8: Delete Subscription Plans
In order to delete plans that you don’t want, please follow these steps:
Subscription plans > Subscription plan listing > Select 1 or many plans > Click more actions > Click Delete
Click Delete > Subscription plans will be deleted from subscription plan listing.
After a subscription plan has been deleted, its subscriptions which were created previously still stay the same.
Step 9: Export Subscription Plans
In order to export your plan, please choose the plan you want, then click “More actions” > Export plans.
Next, a pop up screen will be opened, from there, you can choose to export plans from the current page or all pages or the selected plans.
You can also choose the format of your exports. The plans can be exported as CSV files for Excel, Numbers, or other spreadsheet programs or plain CSV files.
After choosing the export button, the plans exports will be sent to your email.
Please note: The exports will be sent to the store owner’s email, not the staff emails (if any). The link to download the exports will expire after 7 days of you receiving the email.
On Customer Portal, customers can view details of the subscription plan in the subscription details page.
Frequently Asked Questions
Can I select multiple products for the created subscription plan?
Yes, you can assign multiple products to one subscription plan, and the subscription selling options will be displayed on the product page of all these products.
Why don't sellings plans display on the product page of my online store?
There may be three reasons why the selling plans don't show up on your live store:
You have not set your subscription plan status to Active in your details subscription page. In order to do this, from the App Dashboard, go to Subscription Plans > select the plan you set up for the designated product > set status from Draft to Active > Save
You have not enabled the QuickSub app in your App Embeds.
In order to do this, you need to enable QuickSub theme extension by going to Theme editor > App Embeds > QuickSub > Save.
You have not added the QuickSub app block to the product page.
You can do this by going to Theme Editor > Select section Products > Default product > At Product information on the left, click Add block > Apps > QuickSub > Save.
You should move the QuickSub app block to below the Quantity selector for an enjoyable shopping experience.
Will updating subscription plans and selling plans affect created subscriptions?
No. These updates only apply to future subscriptions that have not been paid for.
Will Cancellation or automatic cancellation policy affect my canceling subscriptions (in QuickSub app)?
No. You can cancel subscriptions in QuickSub app at any time (Cancellation policy will affect customers canceling subscriptions in Customer Portal).
Is it possible for me to have my subscription plans exported to another email instead of the owner’s email?
No. You can only export your plans to the email you used to register for your store, other emails, including staff emails will not be eligible to receive the subscription plans exports.
I don't want customers to see the option one-time purchase on the product page, just see selling plans of my subscription plans. What can I do?
Shopify admin > Products > Select product > Product details > Purchase options >
Only show this product with these purchase options > Save.
For the “Change discount after a specific number of payments”, if I set the number of payments to 1, does this mean that my customers will receive a designated discount for their next payment?
No. The number of payments in the option refers to Recurring payments. It means that after your first purchase of the subscription, you need to make one more recurring payment in order to receive the designated discount set forth for the subscription for the next payments.**
Updated on: 18/04/2025
Thank you!