GO SUB Subscription contract management
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Go Sub Tutorial Video ListManual 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".
Click here for details on manually creating contracts.
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."
Update contract information
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.
- Failure: The credit card payment failed for some reason and the order could not be created. To restart your subscription...Processing in case of payment failurePlease check
- Paused: Your subscription is suspended. No orders will be created during the suspension period. To resume, change it back to "Active."
Regarding the next order creation 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.
Regarding the display of the customer account page
All contracts will be displayed on your account page.
If you do not want this to be displayed on your account page for any reason, such as testing, select "Do not display" in this setting and save.
*Due to Shopify's specifications, it is not possible to delete created contracts.This setting allows you to hide it on the account page, but there is no option to hide it in the admin panel.
Regarding exclusions from automatic shipping fee calculation
If you have enabled automatic shipping fee calculation in the app's overall settings, you can specifically disable automatic renewal for individual contracts.
If you select "Exclude" for this setting, automatic renewal will not occur, and the shipping fee currently displayed in your contract will be applied each time.
Click here for details on automatic shipping cost calculation.
Regarding exclusion from automatic renewal of the specified number of-use discount
If your plan's discount setting is based on a number of purchases, the price will be updated to reflect the latest price for each subscription order.
If you want to change the product price but not the price for subscription contracts, save this setting as "Excluded." This will ensure that the price of the product currently displayed in your contract is set each time.
Regarding exclusion from automatic updates for order cycle product changes
If your plan settings are configured to change products based on the number of orders, the app will automatically change the products based on those settings.
If for any reason you want to ignore this setting and do not want to change the product, please save this setting as "Excluded".By doing so, the product will not change automatically, and the product currently displayed in your contract will be set each time.
Click here for details on changing your order cycle and products.
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.
The discount rates set in the plan will not be reflected, so please manually calculate and enter any applicable discounts.
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 change the number of leads to adjust the delivery date and time.
Detailed settings regarding the delivery date areGo Sub Delivery Date and Time Setting PagePlease check.
Subscription product price changes
In Go Sub subscription agreements, product prices are stored separately from the product information in Shopify.
Therefore, even if you change the product price in the Shopify product management screen, the subscription price will not change.
*If your plan's discount setting is "per-use discount" and you have set a separate billing cycle, the contract price will be calculated each time based on the product price set in Shopify.
DetailsHere
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.
If the plan discount setting is "Number of times discount" or if a billing cycle is set
If the plan discount setting is "Number of times discount" or if the billing cycle is set separately, the contract price will be calculated each time based on the product price set in Shopify.
After completing the order process, GO SUB will recalculate the price of the next order based on the current product price and set it in the contract.
If you change the product price, the price set for your next order at that time will be the old price, and the new price will apply to the price of your next order set after the next order processing is completed.
Update payment information
Payment information can be updated either by the customer directly or by submitting a request through the administration panel.
If your credit card has expired or other reasons prevent you from saving the correct payment information, your subscription will fail. In that case, please refer to the next section.Processing in case of payment failurePlease 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 setting up notifications so that both the store and the customer are notified if a payment fails.
Regarding notification settingsThis pagePlease check there.
*The reason for payment failure is "Insufficient If "inventory" is displayed, it is an error indicating that the item is out of stock. (It is not an error with your card information.)
Please check the stock availability of the product in question and take appropriate action, such as adding more stock. If the stock remains at zero or below, the payment will fail again even after the status has been restored.
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 press the "Change" button.
If a contract is actively changed, the app will attempt to create an order within one hour.
If there are no issues with the updated payment information, the order will be created in Shopify.
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.
Check out the setup process in this fast-forward video!
- status
- Product price
- Delivery charge
- Next order creation date and time
- Order Cycle
- Lead time for delivery
- Delivery time
- Subscription Plans Group Plans
- merchandise
- Add a discount
- Excluding automatic renewal of the subscription discount
- Not included in automatic shipping fee calculation
- Excluding automatic updates for order cycle product changes
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 to update in bulk (e.g., select Status).
2. Select a new item (e.g., select the status "Active")
3. Filter your search for contracts (e.g., filter contracts by payment failure status).
* You can narrow your search by text, specifying the next order creation date, contract status, plan group, plan, product, currency, etc.
* Text searches can be performed using multiple criteria separated by commas. (Examples: ID, email address, customer name, 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.
