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Overview

OCU's Subscriptions Integration allows you to offer a subscription product as a one-click post-purchase offer! Subscription services are a huge part of daily life and recently, subscriptions have become one of the fastest-growing categories in eCommerce.

Repeat customers are 50% more likely to make another purchase than new customers, and they spend 33% more on average. Subscriptions allow you to foster ongoing relationships with your customers that keep them coming back.

Supported Subscription Apps

OCU supports the following subscription apps:

*All Recharge workflows, including the free trial workflow, are compatible with the integration and OCU post-purchase functionality.

**For the Loop app, set the conditions of the subscription for the product first, then create a Post-Purchase Offer.

Which OCU offers work with subscription integrations?

As of now, only post-purchase offers are compatible with our subscription integrations.

OCU can't show a subscription product as a pre-purchase or Thank You page offer yet, but this option will become available in a future update with a current ETA of Q3/Q4 2022!

The subscription integrations work on all post-purchase offer types! Post-purchase offers will show with a subscription option when the original order doesn’t contain a subscription.

However, there are some limitations when the original order already contains a subscription. If the original checkout order includes a subscription product, the subscription option won’t show on the post-purchase page.

In situations where the original order already includes a subscription product:

  • If the post-purchase offer product is set for "subscription only" in the Subscription app, we will skip the offer page from being shown completely.

  • If the post-purchase offer product is set for "One-time & subscription" in the Subscription app, we will show the offer page, but only the "One-time" option will be available.

  • The same logic applies to the post-purchase Upsell 2 page: If the customer accepts Upsell 1 which is a subscription product then the Upsell 2 "subscription only" product will be skipped.

Adding a Post-purchase Subscription Offer

Adding a Subscription product to an Upsell Funnel works the same way as for other non-subscription products! Click here to learn more about adding products to your upsell funnels

After setting the subscription type for a product in your subscriptions app, the subscription widget will appear on the Post-purchase offer pages that use that same product for the offer.

When using a subscription product for the offer, you will see new components on the post-purchase offer page interactive preview:

  1. Selling plan group option

  2. Ability to edit option titles

  3. Buyer consent form

  4. Recurring billing summary

Selling plan group option (1)

The selling plan group option displays the "One-time purchase" option and the frequency-based "Subscription" option(s) set for that product in your subscriptions app:

How the widget will display on the offer page is determined by the following:

  • “Subscription widget" settings

  • The “Subscription type" you choose for the product in your subscription app.

The OCU subscription integrations work with "One-time & subscription" and "Subscription only" options.

Edit option titles (2)

You can edit the following option titles, which are displayed in the subscription widget via the interactive preview:

  • "One-time purchase"

  • "Subscribe"

  • "Subscribe & Save"

  • "Deliver every XX Days"

  • "Deliver every XX Days, Charge every XX Days"

  • "Recurring total"

Just click on the subscription option element or dropdown label to open the text editor and make your changes! These fields cannot be blank.

Buyer consent form (3)

In order to add a subscription item to the order, customers have to consent to your subscription policy. A consent checkbox and a link to your store's subscription policy (Settings > Legal pages > Subscription policy in your Shopify admin) appear below the Total cost summary section.

The “Pay now” button will be inactive until the customer checks the box. When the button becomes active, it is then possible to add the subscription to the order.

Recurring billing summary (4)

Post-purchase subscription offers include a recurring summary line. This line is used to communicate the selected selling plan group option and recurring cost, less tax, and shipping to the customer.

This line can be edited by clicking on the pricing element. Useful for changing the default pricing text if the offer is part of a Recharge Workflow:

Enable / Disable the Subscription Option

If the offer product used has both "One-time & Subscription" options configured for it in your supported subscription app, then a toggle to "Allow subscription option for this product" becomes available in the Buy Box 1 section of the offer editor:

The default setting has this toggle enabled, so both one-time and subscription options will show on your post-purchase offer page. If you’d only like the one-time option to be available, click the toggle to the off position.

📝 If your product is set to "Subscription only" the option to disable the subscription will not be available.

Subscription Widget Colors

The subscription widget radio buttons, dropdown border, consent checkbox, and subscription policy link all inherit the "Accents" color from your Checkout styles set in your Theme.

To edit this color, if desired, navigate to Online Store > Themes > Customize in your Shopify admin to open the Theme Editor. Once there, navigate to Theme settings > Checkout > Colors to find the "Accents" color option there:

Important Notes about Post-purchase

  • Payment processors that you can use for post-purchase subscriptions are Shopify Payments, PayPal Express, Authorize.net, and Stripe (only available to some merchants) as these are the only ones that are currently supported.

  • Due to Shopify API limitations, an unpaid subscription offer cannot be removed from the Order. This means the “Remove Unpaid Item From Orders” setting under Settings > Post-Purchase within the OCU app isn’t able to work on subscription products.

  • OCU Discounts: OCU's “Fixed amount” and “Percentage” discounts will only apply to the One-Time products added to your post-purchase offer page. It does not apply these discounts to the products with the “Subscription” option selected.

    Only the discount set in the subscription app will be shown and used for the "subscription" option I.e. when switching from the "one-time" to the "subscription" option, the OCU discount will disappear from the offer page and the discount set in your subscription app will be shown instead.

  • It is not possible to purchase digital subscription products if they completed the checkout process with only digital products — this is because of a current Shopify API limitation. In cases like these, customers will still see the post-purchase offer page, but with the following error message: “This payment method isn’t available for subscription orders.”

Important Notes about Pre-purchase

  • For the subscription apps that work on Shopify Checkout:

    When there’s a subscription product in the cart, the pre-purchase offer with a “fixed amount” or “percentage” discount will be shown. However, if the customer accepts such an offer and goes to checkout, then the subscription product will be added as a regular one-time purchase product instead. This is due to Shopify Draft Order API limitations.

    Therefore, for stores with subscription products we recommend using the "none" or "compare at price" discount for pre-purchase offers. This way there will be no conflict between subscription products and OCU pre-purchase offers.

  • For subscription apps that have their own Checkout:

    When there's a subscription product in the cart (whether it's an OCU trigger product or not) a pre-purchase offer will not be shown in order to prevent an incompatibility issue with external checkouts and the Shopify Draft Order API.
    Switch to a supported subscription app that uses Shopify Checkout if you want the pre-purchase popup to be shown when a customer adds a subscription trigger product.

Common Issues when Setting Up A Subscription Integration

If the following cases occur, please refer to the recommendations below:

  • Product with a “subscription only” option is not shown as a post-purchase offer

  • A subscription option is not shown for post-purchase when it’s a “one-time and subscribe” option.

Recommendations:

First, you will want to check to be sure the subscription options are available on the Post-Purchase Preview. Open the Post-Purchase Preview and make sure the preview contains the "Deliver every" element.

The preview should also contain a consent checkbox:

If you still don’t see both of these elements on the post-purchase preview page,

1.) Make sure the product is set up to be a subscription within your subscription app.

2.) Check the LIVE product page for that product to be sure that the subscription widget is working properly there.

Frequently Asked Questions

I set up my subscription! What's Next?

Once you have your subscriptions set up in the offer editor, the next thing you'll want to do is a live test order to see your offer in action!

Click here to learn more about live test orders

I tested it and it doesn't appear to be working...

First, double-check that you see the subscription option within the offer editor!

  1. If you're not seeing the subscription widget or consent checkbox...

    1. Check to be sure that the subscription is set up properly within your subscription app for that product.

    2. Check the LIVE product page for the subscription widget and check to see that it's working properly.

  2. If you are seeing the subscription widget on the offer page, but the subscription did not show during your live test...

    1. Check to be sure there weren't any subscriptions products purchased in your original order.

    2. Check to be sure you used a supported payment processor.

If you're still experiencing issues after taking these steps, please reach out to our Support team by clicking the chat icon in the bottom right corner of this page!

My subscription app isn’t supported. Is there a way to make it work with OCU?

An integration is necessary for subscriptions to work on OCU's Post-Purchase offer pages. We love building integrations with other apps! If you have a subscription app that isn't currently supported by OCU, the best way to get it supported is to submit a feature request inside the app!

You can leave a feature request by clicking on the Feature Request Icon shown in the screenshot below:

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