GO SUB Subscription contract management

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Go Sub Tutorial Video List

Manual contract creation

Customers who have had a contract in the past can manually create a contract on their behalf from the app management screen.
You can create the desired content by selecting "Subscription Agreement" > "Create Agreement" in the upper right corner > "Plan Group" or "Manual".

CSV Export

CSV export can help streamline work when migrating subscription contract information or when renovating a site.
You can import the contract information exported here simply by importing it at the destination.

You can download it by clicking "Subscriptions" > "CSV Export" in the upper right corner.

Creating an Order

You can manually create a new subscription order by going to "Subscription Agreements" > selecting your agreement > pressing "Create Order".

Skip Order

You can manually skip one cycle by going to "Subscription Agreement" > selecting the agreement you want to change > clicking "Skip Order."

Customers who have purchased the item can also skip the event.
Go to "Settings" > "Customer Account Page" > "Subscription Status" and check "Show ability to skip order cycles."

By setting this up, customers will be able to select Skip on their personal account page after purchase.

In the contract information, you can change the status, next order date, notes, address, product, plan, shipping fee, and delivery date and time.

If you change your contract, the changes will take effect on your next order and will not affect subscription orders that have already been placed.

About status

• Active: The contract is active and orders are continuously generated according to its contents.
• Cancelled: The contract has been cancelled. If the customer requests cancellation, the status will change to this.
• Expired: The number of orders has reached the maximum number of purchases set in the plan, and the subscription has ended. No further orders will be created.
• Failed: Your credit card payment has failed for some reason and your order has not been created. To resume your subscription,Processing when payment failsPlease check
• Paused: Your subscription is suspended. No orders will be created during the suspension period. To resume, change it back to "Active."

Next order date

Select "Change" to the right of the "Next order creation date" notation to display a calendar.
You can select the date you want from the calendar.

Changes to contract notes

It is also possible to update the memo that can contain necessary information for the contract.
There are no rules regarding the content, so please use it for management purposes or to record customer contact history.

Change of address

You can change the delivery address and contact phone number from the "Delivery Address" on the right.

Product changes

You can change to another registered product or add a product in the product management under "Subscription Products".

 

• To change the product:Uncheck the original product, check new items and save
• To add a product: Do not uncheck any products, check the new product, and save.

Only products included in the subscription group will be displayed in the product change list.
If you want to change or add a product that is not included in the subscription group, you can do so by clicking the "Change Manually" button. While this is not generally recommended, please use it if it is unavoidable.

If you press "Add" from the "Change Manually" button, all products will be displayed, so search or select them and press "Change".

*The price displayed here is the subscription order price.
Discount rates set in the plan will not be reflected, so if you need a discount, please calculate and enter it manually.

Change shipping fee

You can change the shipping fee by clicking "Change" to the right of the shipping fee and entering the fee you want to apply.

Change plan

You can change your existing subscription to a different group or plan.

 

You can choose from the list of plans set in the plan group.
If you want to change to a cycle that is not set in the plan group, you can freely set it by clicking the "Change Manually" button.

Change delivery date and time

You can also change the number of leads, adjust the delivery date and time, or change the delivery time.
For detailed settings regarding delivery date,Go Sub Delivery date and time setting pagePlease check.

Subscription product price changes 

In a Go Sub subscription contract, product prices are stored separately from Shopify product information.
Therefore, even if you change the product price in Shopify's product management screen, the subscription price will not change.

If you want to change the product price of your subscription, you will need to manually change the price in your Go Sub contract information.

Open the contract you want to change from "Subscription Contracts" on the app management screen and click "Change" in the subscription product section.

 

Select the product you want to change and click "Change"
The product that is already set for the subscription will be selected, so if you do not need to change the product, just click the "Change" button.

If you enter and change the product price here, your next order will be created with the changed price.

*If a discount is applied to your subscription, please enter the discounted price.

 

Update payment information

You can update your payment information either directly or by submitting a request through your Shopify admin.
If the correct payment information is not saved due to the expiration of your credit card, etc., your subscription contract will fail.Processing when payment failsPlease do so.

Submit a payment change request from your Shopify admin

Open the relevant contract from "Subscription Contract" and click "Change" in the "Billing" column on the right side of the screen to send an information change request email to the customer.
You can change your information via the email you receive.

Change it from your account screen

On your account screen, click "View details" at the bottom of the subscription section you want to change, then click the "Change payment method" button that appears. You will then receive an email with a link that will allow you to change your payment information.

Processing when payment fails

If your subscription fails for any reason, you will need to reactivate it.

*We recommend that you set up your account so that notifications are sent to the store and the customer when a payment fails.
For notification settings,This pagePlease check.

*The reason for the payment failure is "Insufficient If it says "in stock," it means the item is out of stock (not a card information error).
Please check the stock of the product in question and take appropriate measures such as adding more stock. If the stock is still below zero and the status is restored, the payment will still fail.

How to change from the admin page

From the "Subscription Agreements" screen, open the agreement you want to use.
Contracts that fail to settle are marked with a red "Failed" label.
Click "Change" to the right of the status column in the subscription details, change the status to "Active", and then click the "Change" button.

How to change your password from your account screen

It will also be displayed as "Payment Failed" on your customer account screen.
Click "View Details" at the bottom of the section and press the "Resume" button that appears to resume your subscription order.

Bulk contract renewal function

You can update up to 100 of the following items at once.

• status
• Product price
• Delivery charge
• Next order creation date and time
• Order Cycle
• Lead time for delivery
• Delivery time

To perform a bulk renewal, access the bulk renewal page from the "More" menu on the subscription contract list page.

Transition image to bulk update function page ①

Transition image to bulk update function page ②

How to use

1. Select the items you want to bulk update (e.g. select status)
2. Select a new item (e.g., select Active status)
3. Search for contracts by applying filters (e.g., filter contracts by payment failure status)
*You can narrow your search by text, such as contract status, plan group, plan, product, currency, etc.

Image of actual selection

Images of refined search results

4. Select the contract you want to filter from the contracts.
5. Press the "Generate new data" button
(When you press the button, the current value to be changed and the new value will be automatically generated.)

6. After carefully checking the new values, press the "Bulk Update" button

7. After the bulk update is complete, check the bulk update result report.

The bulk change is now complete.