# About TA Subscriptions App

Welcome to TA Subscriptions App! Let's start your subscription business NOW!

**TA Subscriptions App** helps merchants launch and scale subscription products with confidence, boosting customer lifetime value and recurring revenue.

\
Built with merchants in mind, we continuously improve **TA Subscriptions App** to meet real-world needs and evolving expectations, so you can always deliver the best experience to your customers.

\
Explore our key features below. For a closer look, visit our [**Demo Store**](https://easto-subscriptions-app.myshopify.com/pages/features-list) or [**Book a live demo**](https://calendly.com/easto-support/30min) - our team will guide you through the setup smoothly and seamlessly.

<table><thead><tr><th width="206">Feature</th><th>What you can expect</th></tr></thead><tbody><tr><td>Analytics</td><td><strong>Unlock Growth with the Most Powerful Analytics Platform</strong><br><br>Gain personalized, data-backed insights by creating custom audience segments — exclusively with TA Subscriptions App.</td></tr><tr><td>Pay as you go</td><td><p><strong>What is a Pay As You Go plan?</strong><br><br>Pay As You Go is a flexible and widely-used subscription payment model that charges customers in sync with their delivery schedule.<br></p><p><strong>For example:</strong> If a subscription is set to deliver once a month, choosing ‘Pay As You Go’ means the customer will be automatically billed each month, and TA Subscriptions App will generate a corresponding order for you to fulfill.</p></td></tr><tr><td>Prepaid</td><td><p><strong>What is a Prepaid Subscription Plan?</strong><br><br>A prepaid subscription allows you to charge customers upfront for multiple future deliveries of a recurring product.<br></p><p><strong>For example:</strong> You might offer a monthly subscription for Product X, but with a 12-month prepaid option. The customer pays once for the full year, and the product is delivered monthly over those 12 months.</p><p>Prepaid plans often come with special discounts to encourage upfront commitment. Unlike Pay As You Go, the <strong>billing frequency</strong> (once every 12 months) and <strong>fulfillment frequency</strong> (once a month) are set separately.</p></td></tr><tr><td>Advanced Settings</td><td><p><strong>What are Advanced Settings?</strong></p><p><br>Advanced settings give you more control and flexibility by allowing you to set custom billing rules — such as when customers can cancel and when subscriptions should automatically expire.</p><p><strong>For example:</strong> You can set a rule that customers can only cancel after 3 billing cycles. You can also configure the subscription to automatically end after a specific number of cycles — say, after 6 months of deliveries, even if the customer doesn’t manually cancel.</p><p>This model is great for offering limited-time plans, trial periods, or curated subscription journeys, while still ensuring predictable revenue.</p><p>With advanced subscriptions, you can define:</p><ul><li><strong>Minimum commitment cycles</strong> before cancellation is allowed</li><li><strong>Auto-expiry cycles</strong> after which the subscription ends automatically</li></ul></td></tr><tr><td>Customization</td><td><strong>Widget Customization</strong> — Make your subscription experience truly your own! With widget customization, you can tailor the look, feel, and behavior of your subscription widget to match your brand’s identity and customer journey.</td></tr><tr><td>Additional features</td><td><ul><li>Build-a-box</li><li>Email notifications for both Customers &#x26; Admin</li><li>Customer Portal / Manage subscriptions for Customers</li><li>Manage subscriptions for Admin</li><li>Set up delivery profiles</li><li>Quick Checkout link</li><li>Email Templates</li><li>Try before you buy</li><li>Free Gift</li><li>Multilingual Translation</li><li>Renewal &#x26; Dunning Settings</li><li>... and more</li></ul></td></tr></tbody></table>

> *Starting March 2, 2026, **Easto Subscription** will officially transition into **TA Subscriptions App** under the Tech Arms brand. We are proud to join a strong and established ecosystem known for building successful, high-quality products. This transition marks an exciting new chapter for our merchants, bringing enhanced 24/7 support, a more unified product experience, and seamless integrations across the Tech Arms suite - all while continuing our commitment to reliability and continuous improvement.*

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Action required: Shopify Subscriptions app eligibility considerations

Shopify eligibility requirements for stores to sell subscriptions

*You can read the full Shopify article here:* [*Shopify Subscriptions app eligibility considerations*](https://help.shopify.com/en/manual/products/purchase-options/subscriptions/shopify-subscriptions/considerations)

To use third-party subscription apps, your store must meet the following requirements:

* You must be using one of the following payment gateways:
  * [Shopify Payments](https://help.shopify.com/en/manual/payments/shopify-payments)
  * [PayPal Express](https://help.shopify.com/en/manual/payments/paypal)
  * [Authorize.net](https://help.shopify.com/en/manual/payments/third-party-providers/set-up-authorize-net)
  * [Adyen on Shopify](https://help.shopify.com/en/manual/payments/third-party-providers/adyen-gateway)
  * Stripe, which is only available to some merchants
* Customers can also use [accelerated checkouts](https://help.shopify.com/en/manual/payments/accelerated-checkouts) such as Shop Pay, Apple Pay, Google Pay, or PayPal to purchase subscriptions.
* Customers can't use [local payment methods](https://help.shopify.com/en/manual/payments/shopify-payments/local-payment-methods) such as Klarna, mollie iDEAL, and Sofort to purchase subscriptions.
* [Shipping](https://help.shopify.com/manual/shipping/setting-up-and-managing-your-shipping), [local delivery](https://help.shopify.com/manual/shipping/setting-up-and-managing-your-shipping/local-methods/local-delivery), and [pick up in store](https://help.shopify.com/manual/shipping/setting-up-and-managing-your-shipping/local-methods/pickup-in-store) are supported as delivery options for subscriptions.
* Subscription products are only supported on the [Online Store](https://help.shopify.com/en/manual/online-store) and [Custom Storefront](https://shopify.dev/custom-storefronts) sales channels.
* Subscription products aren't compatible with [product bundles](https://help.shopify.com/en/manual/products/bundles).

For more information, please check [Setting up subscriptions](https://help.shopify.com/en/manual/products/purchase-options/subscriptions/setup).\
\
*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Activate TA Subscriptions App

Before installing, your store must be using one of the following payment gateways: Shopify Payments, PayPal Express, Authorize.net, Stripe, Adyen on Shopify. Learn more about [**Shopify Subscriptions app eligibility considerations**](https://help.shopify.com/en/manual/products/purchase-options/subscriptions/shopify-subscriptions/considerations).

### One-Step Installation

1. Click **Enable app**

<figure><img src="/files/80WjxOkfqSyfGS4cmEMR" alt=""><figcaption></figcaption></figure>

2. **Enable App Embed** and **Save**

<figure><img src="/files/Oa3spfW44hv48jOwx5dt" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/9KLq4Vv7WCJDSZa0dMhO" alt=""><figcaption></figcaption></figure>

### Notes

* We integrate with most of the themes in the Shopify theme
* When changing to a new theme, you just need to follow these steps again. It will let our app rework with your new one.
* Nothing will be visible to customers until you assign products to the subscription group.
* If you need to uninstall our app, just click "Uninstall" as usual. Our app uses Shopify Theme App extensions, so there is no leftover code on your theme.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Analytics

Your data compass for navigating subscription success

### 1. I**ntroduction:**

**Analytics** gives you a complete picture of your subscription business, from big-picture trends to product-level delivery forecasts. It's your go-to tool for tracking performance, uncovering insights, and making smart, data-driven decisions.

The dashboard is organized into four tabs. View details for each tab by clicking the sub-pages below:

* **Overview**: Get a snapshot of your store’s health, with key metrics like total orders, subscription growth, revenue per order, and customer retention.
* **Revenue**: Dive into your earnings. Compare new vs. repeat revenue, analyze order values, and project future income.
* **Subscriptions**: Monitor subscriber behavior, churn, reactivations, and billing health over time.
* **Forecast**: Plan ahead with product-level delivery estimates, perfect for managing inventory and fulfillment.

Every tab includes flexible date filters and comparison tools, so you can track changes over time and spot trends early.

### 2. How to use:

{% stepper %}
{% step %}

#### **Choose metrics**

Choose any of the 4 tabs: Overview, Revenue, Subscriptions and Forecast to view. Each of these tabs reveal key metrics that reflect your business' health, for example: AOV (Average order value) or MRR (monthly recurring revenue).

<figure><img src="/files/jYs6DGhNhFFkpvUa1xmW" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Define time period

You can either choose from the provided range, or any custom period as you like to compare and contrast data. These insights help you better define business strategy and plan stock and inventory as well!

<figure><img src="/files/miN6TF017ths8kDeYc0V" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Overview

Your command center at a glance.

### 1. Introduction:

The **Overview** tab gives you a quick read on your store’s performance. It highlights total orders, new subscriptions, average revenue, and customer activity within any date range.

Use it to:

* Track growth across new, active, and lost subscriptions
* Monitor customer engagement and billing success
* Spot early signs of churn
* Compare performance across time periods

Ideal for quick health checks and high-level planning.

<figure><img src="/files/BZVWY6gIqQlMEVfTSYrY" alt=""><figcaption></figcaption></figure>

### 2. How to use:

Below is a simple explanation of each metric shown in this section, so you can quickly understand what the numbers mean and how to use them in your analysis:

* **Total orders**: shows the total number of orders processed during the selected date range. This metric includes *both first-time orders and recurring subscription orders.*

  * Initial Orders are the very first purchases made when a customer starts a subscription.
  * Recurring Orders are all follow-up charges that happen automatically after the initial order, based on the subscription schedule.

  Together, these two types give you a complete picture of how many subscription-related orders your store has processed within the selected period.
* **Total Subscriptions Created**\
  The total number of subscription contracts created within the selected period, regardless of their current status (active, paused, or canceled).
* **Average Lifetime Revenue**\
  The average total revenue generated by subscriptions created during the selected period. This calculation includes all contracts, no matter whether they are currently active, paused, or canceled.
* **Net Gained / Lost Subscriptions**\
  The overall change in your active subscriptions during the selected period.\
  It is calculated as:\
  \&#xNAN;*Active subscriptions at the end of the period – Active subscriptions at the beginning of the period.*\
  A negative number means you lost more active subscriptions than you gained.
* **Average Orders per Subscription**\
  The average number of successfully completed orders per subscription, calculated up to the end of the selected period.
* **Average Subscription Lifetime**\
  The average length of time a subscription remains active, measured up to the end of the selected period.
* **Successful vs. Failed Billing Attempts**\
  A comparison between successful and failed billing attempts within the selected date range. This helps you assess payment performance and identify potential billing issues.
* **Subscription Status**\
  The number of subscription contracts created during the selected period, grouped by their current status (active, paused, canceled, etc.).\
  You can filter this data by contract creation date for more detailed insights.

> 💡 **Tip:** Use these metrics together to understand not just growth, but also retention, billing health, and overall subscription performance.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***<br>


# Revenue

Where your numbers tell their story.

### 1. Introduction:

The **Revenue** tab breaks down where your money comes from—and where it’s headed. Track totals from first-time and recurring orders, average order value, and customer profitability.

Use it to:

* Compare revenue from new vs. returning subscribers
* Forecast future income based on current trends
* Understand how each product or subscriber contributes to growth
* Optimize pricing and acquisition strategies

It’s the data you need to drive revenue, and scale with confidence.

<figure><img src="/files/6eMSvf6WHAPWCv7cKl17" alt=""><figcaption></figcaption></figure>

### 2. How to use:

This section helps you understand *how much revenue your subscription business is generating*, where it comes from, and what to expect next:

* **Total Order Revenue**\
  The total amount of revenue generated from *all subscription orders* within the selected period. This includes both *first-time orders* and *recurring orders*.
* **First-Time Order Revenue**\
  The total revenue from *initial subscription orders* placed during the selected time range. This shows how much income comes from new subscribers.
* **Recurring Order Revenue**\
  The total revenue generated from *repeat subscription renewals* during the selected period, helping you measure predictable, recurring income.
* **Average Order Value (AOV)**\
  The average amount spent per order, calculated as:\
  \&#xNAN;*(Total order revenue from first + recurring orders) ÷ (Total number of first + recurring orders)*.\
  This metric helps you evaluate how much customers typically spend per order.
* **Average Revenue per Customer (ARPC)**\
  The average amount of revenue generated by each customer within the selected period. This gives insight into customer value over time.
* **Next Day Estimated Revenue**\
  An estimate of how much revenue you are expected to earn *the next day*, based on queued subscription orders from active contracts.
* **Historical vs. Estimated Revenue**\
  This chart compares two revenue trends:
  * **Estimated Revenue:** Forecasted income based on queued orders for the next ***7, 30, and 90 days.***
  * **Historical Revenue:** Actual revenue from successful orders over the *past 7, 30, and 90 days.*\
    Use this comparison to understand growth trends and plan ahead.
* **Order Amount per Day**\
  Displays the total revenue generated *per day* from successful orders within the selected time range, making it easy to spot daily patterns or spikes.

> 💡 **Tip:** Use **Estimated Revenue** alongside **Historical Revenue** to spot growth trends early. If future estimates drop compared to past performance, it may be a good time to review pricing, discounts, or retention strategies before revenue is affected.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***<br>


# Subscriptions

The heartbeat of your recurring business.

### 1. Introduction:

The **Subscriptions** tab gives you deep visibility into subscriber activity and retention. Watch daily trends, measure churn, and track recurring orders.

Use it to:

* Monitor active, paused, canceled, and reactivated subscriptions
* Detect churn and failed billing early
* Understand cancellation patterns and lifecycle behavior
* Improve retention with data-backed decisions

Stay ahead of subscriber shifts and build a more loyal base.

<figure><img src="/files/5qExdnS9CMgZ2MSaPjeb" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/YeGuj4ysgpPfzGP7pQi3" alt=""><figcaption></figcaption></figure>

### 2. How to use:

This section explains the key terms and metrics used in the Subscriptions dashboard, so you can better understand what each number means and how it reflects your subscription performance.

* **Total active subscriptions**\
  The total number of subscription contracts created within the selected time range that are currently active.
* **Total reactivated subscriptions**\
  The number of subscriptions that were previously paused or canceled and then reactivated during the selected period.\
  Reactivations can come from the merchant portal, customer portal, or bulk automation.\
  If the same subscription is reactivated multiple times within the period, it is counted **only once**.
* **Total paused subscriptions**\
  The number of subscriptions that were paused during the selected period and are still in a paused state.
* **Total cancelled subscriptions**\
  The number of subscriptions that were canceled during the selected period and remain canceled.
* **Total same-day cancellations**\
  Subscriptions that were created and canceled on the **same day** within the selected period and are still canceled.
* **Total recurring orders**\
  The number of successful recurring subscription orders processed during the selected period.
* **Total failed recurring orders**\
  The number of recurring subscription orders that failed during the selected period.
* **Churn rate**\
  The percentage of subscriptions lost due to cancellations during the selected period, calculated as:\
  \&#xNAN;*(Subscriptions canceled during the period ÷ subscriptions active at the start of the period) × 100*
* **Billing success rate**\
  The percentage of successful billing attempts compared to all billing attempts (successful + failed) during the selected period.
* **Cancellation rate**\
  The percentage of subscriptions that were canceled during the selected period, calculated as:\
  \&#xNAN;*((Total subscriptions − Active subscriptions) ÷ Total subscriptions) × 100*
* **Subscriptions per day**\
  The number of new subscriptions created each day within the selected time range.
* **Subscribed vs. unsubscribed**\
  A comparison between subscriptions that remain active and subscriptions that were canceled during the selected period.
* **Total active subscriptions over time**\
  A time-based view showing how many subscriptions remained active on each day within the selected period.

> 💡 **Tip:** Pay close attention to **Churn Rate**, **Cancellation Rate**, and **Reactivations** together. A high churn rate combined with low reactivation often signals issues with pricing, billing frequency, or customer experience - giving you a clear starting point for improvement.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Forecast

See what’s next, before it happens.

### 1. Introduction:

The **Forecast** tab helps you prepare for the future. See upcoming delivery volumes for each product variant, broken down by time period.

Use it to:

* Predict demand for the next week, month, or quarter
* Avoid stockouts or overstock by adjusting inventory
* Align fulfillment and marketing with expected orders
* Coordinate with suppliers more effectively

Smart forecasting = smoother operations and happier customers.

<figure><img src="/files/ITgWGIW38NGYAzzGJFAw" alt=""><figcaption></figcaption></figure>

### 2. How to use:

* **Product Delivery Forecasting** helps you anticipate how many units of each product will be delivered in upcoming periods, based on active subscription schedules and queued orders. Instead of guessing future demand, you can clearly see expected deliveries for the next week, next month, next 3 months, or even the next year.
* This section lists all subscribed products along with projected delivery quantities over time. You can search by product name, adjust the date range, and quickly understand which items will require restocking, preparation, or fulfillment planning. The data is calculated from real subscription contracts, so it reflects actual upcoming deliveries rather than estimates.

> **💡 Tip:** Use Product Delivery Forecasting to plan inventory and operations ahead of time—especially before peak seasons—to avoid stockouts, reduce waste, and ensure every subscription order is fulfilled on schedule.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***<br>


# Subscription Plans

Flexible plans, fully yours.

### 1. I**ntroduction:**

**Subscription Plans** define how your products are sold on a recurring basis. They allow you to design, manage, and optimize subscription offerings that align with your business model while delivering a clear and flexible experience for customers.

With subscription plans, you can create and organize multiple selling plan groups based on your business logic, configure pricing rules, delivery frequency, and customer eligibility, and update plans at any time with changes reflected immediately on the storefront. You can also preview how your plans appear to customers and combine them with other features like Widgets and Build-A-Box to create fully customized subscription experiences.

### 2. How to use:

For detailed instructions on how to use, please refer to the next 2 articles!

<figure><img src="/files/OAuYveyMuY9hFsL4M4hk" alt=""><figcaption></figcaption></figure>

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# How to create a subscription plan group?

Let's manage and display subscription plans more effectively!

### 1. Introduction:

* **Subscription Plan Groups** are required to activate subscriptions in **TA Subscriptions App**. They allow you to organize subscription plans and assign them to specific product tags or collections, ensuring the right plans appear on the right products. A single product can belong to multiple plan groups, meaning all assigned plans will be displayed together on the storefront widget.
* To give you even more control, **TA Subscriptions App** now supports **Customer Conditions** - a new feature that lets you decide who can see each plan group. You can show or hide plan groups based on customer status, including logged-in customers, guest visitors, specific customers, or customer tags, helping you deliver more targeted and personalized subscription experiences.

### 2. How to use:

{% stepper %}
{% step %}

#### **Create new plan**

Click Subscription Plans located under the app navigation, and then click Create new plan group button

<figure><img src="/files/5aAWSO32uaRGjCJgvpji" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Fill out general information

Fill in the necessary information: Name, Title and Position. You can view a live preview of the widget on your storefront on your right hand while typing

<figure><img src="/files/p5MZKBuM3yDoXjWC0Vp2" alt=""><figcaption></figcaption></figure>

> **Note:**
>
> * Name: The name of the subscription group. This will be shown to customers on the Product Detail Page (PDP)
> * Title: The title of the subscription group. This will be shown to customers on the PDP, describing more details about the subscription
> * Position: The position of the subscription group. In most cases, you don't need to care about this field; just leave it 1. However, if there are more than 1 subscription group that are eligible for certain products, this field determines the order in which the groups are displayed.
>   {% endstep %}

{% step %}

#### Set the configuration

Set the Status of the plan group into Active. You can turn on the Duration Settings and set start date as well as end date as well. This is especially useful when a special deal is temporary or seasonal only!

<figure><img src="/files/cdghhqdUWoXx94aCEwib" alt=""><figcaption></figcaption></figure>

> **Note:** You can create a subscription plan group with special discount and free gifts exclusively for the festive season, for example Christmas, New Year, Easter,....
> {% endstep %}

{% step %}

#### Select products

Choose the products applied. You can either search or browse the variants you wish to assign the plan group to. You can also choose the entire collection or specific tagged products.

<figure><img src="/files/iSpGDdhN3aubT05HSQAH" alt=""><figcaption></figcaption></figure>

> Note:
>
> * If a product and its certain variants are selected, basically all variants of that product will be added to the subscription.
> * You can create special collections for each season, and a corresponding plan group too!
>   {% endstep %}

{% step %}

#### Configure customer condition

Choose whom can or cannot see the plan group. This is especially important when you want to offer special deal to a specific group of customer only, for example: B2B customers

<figure><img src="/files/YDnq9umqKQATRT3Yph0j" alt=""><figcaption></figcaption></figure>

> Note: Setting customer condition is especially important when you want to give different discounts or free gifts to different groups of customers. Remember to tag them first!
> {% endstep %}

{% step %}

#### Preview and Save

Preview and click save! Let's move on to the next important part: Creating selling plan!

<figure><img src="/files/KWd5YvYNobwVbc8ktyF0" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

About <mark style="background-color:green;">**How to create selling plans**</mark>, move to the next article!

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# How to create selling plans?

Learn how to create selling plans that define payment type, billing, and frequency for subscriptions within a plan group.

### 1. Introduction:

**Selling Plans** define how your subscriptions work within a **Subscription Plan Group**. They determine key details such as payment type, billing cycle, and delivery frequency, giving you full control over how customers subscribe and pay.

Each subscription plan group can contain multiple selling plans, which will be displayed as selectable options in a dropdown on your storefront widget. For more flexibility, advanced settings allow you to configure features like automatic expiration and *Try Before You Buy* policies - helping you design subscription offers that fit different customer needs and business strategies.

### 2. How to use:

{% stepper %}
{% step %}

#### Edit default selling plan

Scroll to the bottom of subscription plan group. Here you can see a default selling plan. Click "Edit" to start. You'll see a list of configurations to freely customize!

<figure><img src="/files/6FhtKDH5AK1ctBYPKasy" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/CuveFLllrTrbObGkq3xe" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Change display setting

Fill out the Display settings. These information will appear on major places, so be careful!

<figure><img src="/files/m1cPYXD1I0nHbVO5Ix1a" alt=""><figcaption></figcaption></figure>

> Note:
>
> * Name: This text will be displayed on the Cart & Checkout
> * Label: This text will be displayed on the PDP when choosing the selling plan
> * Additional information: This text will be displayed on the PDP after you choose the selling plan
>   {% endstep %}

{% step %}

#### Choose plan type

Choose the Plan type. You can either choose Pay As You Go or Prepaid. The Pay As You Go plan creates an order for the customer at each chosen subscription interval. The Prepaid plan automatically renews at the end of each prepaid period. For example, a 3-month prepaid plan will renew every 3 months, with the Number of prepaid deliveries up to you to decide!

<figure><img src="/files/714XMk31Qa3Tp9h6Y2s9" alt=""><figcaption></figcaption></figure>

> Note: You can offer better discount for Prepaid plans to attract customers and enhance retention
> {% endstep %}

{% step %}

#### Determine the Delivery Policy

The Delivery Frequency is the number of intervals between deliveries. For example, if you want to deliver every 3 weeks, then the Delivery Frequency is 3, and the Delivery Interval is Week(s).

<figure><img src="/files/kK7yn8re1jZW24WJjZJd" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Create incentive

Offer Incentives for your selling plans to attract customers. We help you create 3 types of discounts: Percentage off, Amount off, and Set a fixed price. You can also change the type and amount of incentive from specific billing cycles to make the plan more interesting!

<figure><img src="/files/1DYTQPuEbmHSiKNon36l" alt=""><figcaption></figcaption></figure>

> Note: You can give first-time subscribers incentive by offering a discount at their first order, then adjust the discount afterwards.
> {% endstep %}

{% step %}

#### Enable Try before you buy (optional)

You can enable Try before you buy to give customers a taste of your product before officially become your subscribers! This can help reducing churn and increasing purchase as well!

<figure><img src="/files/PMNcnNsV5MhBEOMguShA" alt=""><figcaption></figcaption></figure>

> Note: Most customers hesitate before subscribing due to having no experience with the product before. Solve that issue with our new "Try before you buy" feature!
> {% endstep %}

{% step %}

#### Configure advanced setting

If you want further customization to your selling plan, turn to the Advanced setting section. Here you can create an exclusive Automatic Expiration as well as Recurring Policy. For more information about Recurring Day, refer to our article [here](https://help.easto.io/en/article/advanced-settings-anchor-day-cutoff-window-first-delivery-12x4apn/).

<figure><img src="/files/idSKXFczdqQanXuQ2GrS" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

**THAT'S ALL!** If you want to add more selling plans, please click **Create new plan**. These selling plans will all be displayed as dropdown in the widget on your storefront!

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# How to configure Pay As You Go?

Available now! Check Plan Type in Subscription Plan's Selling Plan configuration


# How to configure Prepaid?

Available now! Check Plan Type in Subscription Plan's Selling Plan configuration


# How to configure Advanced Prepaid

Available now! Check Plan Type in Subscription Plan's Selling Plan configuration


# How does the Admin manage the subscriptions?

Available now! Check Subscriptions located under the app navigation.


# What are the plan types?

{% content-ref url="/pages/90gV94wUcxiPo9rl4P7F" %}
[About TA Subscriptions App](/)
{% endcontent-ref %}


# Subscriptions

Your subscription engine - where recurring revenue begins, grows, and thrives.

### 1. Introduction:

The **Subscriptions** page gives you a full view of all active and historical subscriptions in your store. It shows key details such as customer information, delivery frequency, subscription status, and the next billing date, all in one centralized place.

Quickly filter subscriptions by status: **Active, Cancelled, Paused, Failed,** or **Expired**. Use the search bar or filters to find specific records fast.

You can also **import** subscription data in bulk or **export** it for reporting, backups, or manual edits.

Use this section to:

* Monitor individual subscription activity
* Spot billing issues or lapsed subscriptions early
* Keep customer records organized and up to date
* Perform bulk actions via import/export for efficiency

It’s your go-to dashboard for managing every subscriber in your store with speed and clarity.

### 2. How to use:

{% stepper %}
{% step %}

#### **View all contracts**

Go to Subscriptions. Here you'll see the full list of all your contracts. Please click on the Active, Cancelled, Paused, Failed, or Expired tabs to see each status group.

<figure><img src="/files/M1dMM6mSg40Dl2I6m6Zk" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/E6nKQW3ZJHyoINNsMrsA" alt=""><figcaption></figcaption></figure>

> *Note: For quick view, click on the number of items in a contract. A dropdown will appear showing you which product is included.*
> {% endstep %}

{% step %}

#### View details, past or future orders

Please refer to the next 3 articles for more information!
{% endstep %}
{% endstepper %}

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Contract details

Manage all your contract information

### 1. Introduction

The **Contract Details** tab provides a complete overview of an individual subscription contract and gives you full control over its settings. By clicking on a **Contract ID** (starting with `#`), you can access all essential information related to the subscription, including subscription details, payment summary, billing cycle, applied discounts, customer information, payment method, and internal notes.

From this view, you can update key contract settings when needed—such as subscription details, billing frequency, minimum order requirements, discounts, shipping information, delivery pricing, payment methods, and order notes. You can also manage the contract lifecycle by changing its status at any time, allowing you to pause, cancel, or reactivate the subscription based on customer requests or business needs.

### 2. How to use

{% stepper %}
{% step %}

#### View contract detail

Click on the Contract ID (starting with the #). You'll see a full record of the contract, including Subscription details, Payment summary, Billing cycle, Discount, Customer Information, Payment method and Notes.

<figure><img src="/files/5gV16dLMDddhzygVSb4M" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Edit details (if any)

You can edit any of the following information:

* Edit ***Subscriptions details:***

<figure><img src="/files/NPbuwzobcpiI2mWXu4ep" alt=""><figcaption></figcaption></figure>

* Edit ***Billing frequency:***

<figure><img src="/files/WTFmynKhWnHNTga7xe7H" alt=""><figcaption></figcaption></figure>

* Edit ***Minimum number of orders:***

<figure><img src="/files/vb9TfKPlOuBPRAYQS9zQ" alt=""><figcaption></figcaption></figure>

* Edit ***Minimum number of orders:***

<figure><img src="/files/DnDcX051er9HKR0gWj9W" alt=""><figcaption></figcaption></figure>

* Create ***New manual discount:***

<figure><img src="/files/sqfA405FMy2kLs1DvVsz" alt=""><figcaption></figcaption></figure>

* Edit ***Shipping Information:***

<figure><img src="/files/wW6VtldykSjyv9rmhXud" alt=""><figcaption></figcaption></figure>

* Edit ***Delivery price:***

<figure><img src="/files/ZRlHMWCgc6tQXcsEMy81" alt=""><figcaption></figcaption></figure>

* Change ***Payment method:***

<figure><img src="/files/7F3sRPZxXkWj6gl4bdcT" alt=""><figcaption></figcaption></figure>

* Update ***Order note:***

<figure><img src="/files/iG8PRxT9cMjtkRd0i9ha" alt=""><figcaption></figcaption></figure>

* Update ***Additional details:***

<figure><img src="/files/NLHXqmhaOeludLfsNlMK" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Change status (if needed)

You can also change the status of the contract anytime, from Active to Pause or Cancel and vice versa.

<figure><img src="/files/DGMiEnXQVe16iRJgsatz" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Past orders

Manage your past orders and recharge cycle

### 1. Introduction

The **Past Orders** section allows you to review previous billing cycles and take action on completed or failed subscription charges. This is especially useful when you need to manually recharge a subscription cycle, such as after a failed billing attempt.

From this section, you can trigger a new charge for a specific cycle directly from the contract actions. Once confirmed, the system will automatically process the billing for that cycle, helping you quickly recover failed payments and keep subscriptions on track.

### 2. How to use

{% stepper %}
{% step %}

#### Click Recharge cycle

When you want to recharge a cycle (for example: failed billing attempt), please go to Past orders and click on the "..." at the end of a contract. Please select "Recharge cycle"

<figure><img src="/files/X91JBY1SIn1GzsoFJihx" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Confirm your request

A modal will show up asking for your permission to perform this task. Please click submit when you're ready.

<figure><img src="/files/ice9Hjd86AldlbviNRqz" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Upcoming orders

Mange and adjust future orders

### 1. Introduction

The **Upcoming Orders** section allows you to manage future billing and delivery cycles for a subscription contract. From here, you can take action on individual upcoming cycles to handle real-world scenarios such as early billing, temporary pauses, or delivery schedule changes.

You can place an order immediately to trigger a billing attempt, skip a cycle when a customer needs to pause temporarily, or reschedule a cycle to a different date and time. These actions help you stay flexible and respond quickly to customer requests while keeping subscription schedules accurate and up to date.

### 2. How to use

{% stepper %}
{% step %}

#### **Place order**

If you want to bill a cycle right now, (for example: ...) you can choose to "Place order" by clicking the icon "..." at the end of a cycle. Here you can see a "Place order" option.

<figure><img src="/files/UVnFPXIPmFcmvJvtjIFt" alt=""><figcaption></figcaption></figure>

The system will then create an automatical billing attempt.
{% endstep %}

{% step %}

#### Skip cycle

When you want to skip a cycle (for example: the customer is away on holiday for a month), please click on the "..." icon at the end of a cycle. Here you can see a "Skip cycle" option.

<figure><img src="/files/5z9qzXoSOPsi84O18nVr" alt=""><figcaption></figcaption></figure>

After that, please confirm if you really want to skip the cycle

<figure><img src="/files/hlMgzPcAmoDDpwe0Wdy9" alt=""><figcaption></figcaption></figure>

After skipping, the status of the cycle will turn into "Skipped"

<figure><img src="/files/yhHmFBV4bksMGb8vvw7x" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Reschedule cycle

If you want to reschedule a cycle (for example: shipping isn't available on that day), then please click the "Reschedule" option in contract.

<figure><img src="/files/QanY8OuuYtjGiFK5s955" alt=""><figcaption></figcaption></figure>

Then you can see a modal popping up allowing you to choose the date and time for the cycle you wish to reschedule.

<figure><img src="/files/kYeEza3bx3B7GoXYPa9y" alt=""><figcaption></figcaption></figure>

> **Note:** rescheduling only automatically change the date and time of one single cycle only. If you wish to reschedule from a specific cycle onwards, please tick the box "Reschedule all upcoming orders?" and all subsequent orders will follow the new pattern too.
> {% endstep %}
> {% endstepper %}

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Build-A-Box

Your flexible box builder - craft personalized subscription boxes that delight and retain.

## 1. **Introduction:**

The **Build-A-Box** feature lets you create customized subscription bundles using either Static or Dynamic box types.

* **Dynamic Box:** Allows customers to build their own subscription box with configurable minimum and maximum item limits, while seeing live, tiered discounts update in real time as they add items - ideal for driving higher engagement and upsell.
* **Static Box:** Offers predefined box sizes at fixed price ranges, letting customers choose a box size first and then select items within the allowed quantity - perfect for simple, predictable pricing and an easy buying experience.

You can view, manage, and edit all your boxes here, track their **status** (Active/Inactive), and sort by box type. Use the **Create Box** button to launch new offerings that drive engagement and retention.

Perfect for businesses offering meal kits, self-care sets, subscription bundles, or any repeatable mix of products.

<figure><img src="/files/QdCr0FtEIa3GEx4oi0xG" alt=""><figcaption></figcaption></figure>

## **2. How to use:**

For detailed instructions about how to use each type of box: dynamic and static, please go to the next 2 articles!

Want to translate Build-a-box page? See [Translation feature here](/features/translation/translation)

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***

<br>


# Dynamic Box

Let customers build their own subscription boxes with configurable item limits and live tiered discounts displayed in real time.

## 1. **Introduction:**

**Dynamic Box** is a flexible subscription box solution that allows you to offer fully customizable subscription experiences while maintaining clear control over pricing and structure. Instead of selling a fixed bundle, you can let customers build their own box by selecting products from a predefined set, making subscriptions more engaging and personalized.

With Dynamic Box, you can define **minimum and maximum item limits** to guide how customers build their boxes. This ensures each box meets your business requirements while still giving customers freedom of choice. As customers add or remove items, they can instantly see **live, tiered discounts** applied in real time, helping them understand the value they unlock and encouraging higher item counts.

Dynamic Box is especially useful for merchants who want to increase average order value and subscription retention by combining customization with transparent pricing. By clearly displaying item limits and real-time discounts on the storefront, customers can make confident purchasing decisions while enjoying a dynamic, interactive subscription experience.

## **2. How to use:**

{% stepper %}
{% step %}

#### Create box

Go to Build a Box > Create Box. You can choose the Static or Dynamic Box to match your needs.

<figure><img src="/files/s9NzOKPWWj8WlnKkS3NV" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Fill out box information

Fill out box information. You can see a live preview of the box on the right hand.

<figure><img src="/files/NEzOgJhYe2sgn3JZh7Ju" alt=""><figcaption></figcaption></figure>

> Note: The Build a box Link will later on appear and become copiable once you've saved the box and re-opened it.
> {% endstep %}

{% step %}

#### Set box discount

Define the rule as you wish. This is what motivates customers to purchase box other than single products, so make sure to set this with care!

<figure><img src="/files/bDZqSDB4AFZUFV0tyRDM" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Preview box

Click Preview on the top of the page to see how the box looks on your store front.

<figure><img src="/files/NJWXw2Oa9aCnORS0IopU" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Test

Test and make sure everything works well! The box discount and min/max quantity in step 3 will appear here

<figure><img src="/files/T6R2IpkjTgFGIzjvQ75C" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Add product picture

After saving the box, go back to add a picture and make it more attractive. You can do so by clicking "Edit product on Shopify" in the "Box product" card here.

<figure><img src="/files/h2fEWEccyW1PEvaYltxc" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Static Box

Lets customers choose a predefined subscription box size with a fixed price and select items within the allowed quantity.

## 1. **Introduction:**

**Static Box** allows you to create predefined subscription box sizes with fixed price ranges, giving customers a simple and structured way to choose the option that best fits their needs. Instead of dynamically unlocking discounts, you define clear box tiers - such as Small, Medium, or Large - each with its own pricing and item limits.

For each box size, you can set how many items customers are allowed to select within the defined range. Customers first choose the box size that matches their budget or consumption needs, then freely pick items up to the allowed quantity. This approach keeps pricing predictable while still offering flexibility in product selection.

Static Box is ideal for merchants who want to offer easy-to-understand subscription boxes with clear pricing tiers. By combining fixed box sizes with customizable item selection, you can reduce decision friction for customers while maintaining control over margins and box structure.

## **2. How to use:**

{% stepper %}
{% step %}

#### Create box

Go to Build a Box > Create Box. You can choose the Static or Dynamic Box to match your needs.

<figure><img src="/files/lIbTZCNnVY55FPo80N5n" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Fill out box information

Fill out box information. You can see a live preview of the box on the right hand.

<figure><img src="/files/CI12J4Zzj8z3IicPJwV5" alt=""><figcaption></figcaption></figure>

> Note: The Build a box Link will later on appear and become copiable once you've saved the box and re-opened it.
> {% endstep %}

{% step %}

#### Set box size and price

Define the rule as you wish. You can add any more rule you want! This is what motivates customers to purchase box other than single products, so make sure to set this with care!

<figure><img src="/files/UbbtyomFxDoXiFn7JrPh" alt=""><figcaption></figcaption></figure>

> Note: Determine the Min and Max quantity of each variant so that box size ranges don't overlap
> {% endstep %}

{% step %}

#### Preview

Click Preview on the top of the page to see how the box looks on your store front.

<figure><img src="/files/eLsvbhiCofOg7BtQ99G4" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Add Customize Box button

Go to Edit Theme on your Online Store, choose the Default product page, then add "Easto Box Button" app block into the Product Information section. Click Save to see it live on your store.

<figure><img src="/files/l5xevPN2gqn98YOHivcX" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Test

Test and make sure everything works well! The box sizes in step 3 will appear here

<figure><img src="/files/LkZfBTWH4mwCbi6qdIom" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Add product picture

After saving the box, go back to add a picture and make it more attractive. You can do so by clicking "Edit product on Shopify" in the "Box product" card here.

<figure><img src="/files/Tme6wFY8qltFx9KEzYzy" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Free Gift

Delight your subscribers and boost retention with automated free gifts on recurring orders.

### 1. Introduction:

Reward your loyal subscribers with surprise gifts and make every renewal more exciting!\
The **Free Gift** feature lets you automatically add bonus items to customers’ subscription orders based on specific rules — such as order value, cycle number, or selected selling plans.

### 2. How to use:

{% stepper %}
{% step %}

#### Fill out gift information

Fill out the Gift Information. This is the basics of your gift campaign:

* **Name** your campaign for easy tracking.
* Set a **Start Date & Time**, and optionally an **End Date** if you want the campaign to expire automatically.

<figure><img src="/files/eUgH8Aj1YojJWLrsoBVx" alt=""><figcaption></figcaption></figure>

> **💡Tip:** Leave the end date blank if you want the campaign to run indefinitely.
> {% endstep %}

{% step %}

#### Determine the Gift Condition

Determine the Gift Condition. This defines when and how the gift is applied:

* **Selling Plans:** Select one or more plans to link your gift to.
* **Condition:** Set a **Minimum Quantity or Order Value** to qualify for the gift.
* **Start From Cycle:** Choose from which delivery cycle the first gift is sent.
* **Repeat After:** Set how many cycles later the gift repeats (e.g., every 3rd renewal).
* **Send after the first delivery:** Toggle on or off to control when the gifting starts.

<figure><img src="/files/kMLStskFpdWnXJegwLei" alt=""><figcaption></figcaption></figure>

> ⚠️ **Note:** Any changes made to a Free Gift campaign won’t apply to the next order that includes a gift - updates will take effect from the **second order with a gift** instead, so create and adjust gifts with care.
> {% endstep %}

{% step %}

#### Select gift product

Set the Gift Product. Pick the actual items customers will receive:

* Search for product variants and add up to 5 gift products per campaign.
* Gifts will be automatically added to qualifying subscription orders that meet your set conditions.

<figure><img src="/files/fK0wELFedjWf8JYbTGc5" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Enable Gift Selection

Enable Gift Selection if you want to allow customers to choose a set number of gifts from your selected collection, not all of them.

<figure><img src="/files/7NWJMzrtuKEN98nNjKZn" alt=""><figcaption></figcaption></figure>

> Note: The Number of selectable gifts cannot exceed the number of gifts available, and cannot be smaller than 1.
> {% endstep %}

{% step %}

#### Test the Gift Display

Test the Gift Display. The Free gift will be displayed with the Product and Plan on all Product, Cart and Checkout pages:

* **On the product page:** A clear section appears under the subscription widget, showing the exact free gift customers will receive when choosing a qualifying subscription plan.
* **On the checkout page:** The gift’s name and image are displayed under the main product so customers can see exactly what they’re getting.
* **On the cart page:** The gift’s name and image are displayed alongside the main product and tagged as the gift name so customers can see exactly what are in their cart.

<figure><img src="/files/OtRTTtEmkTmApoeLRG7O" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Q8LNTIIVObDlu2ZplZP2" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/7VN8YLqQmFHFz2ncLA2G" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/5pv1OEE6FsLDikblvGVH" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/rgc6Z9nZB92XSZFAvMt6" alt=""><figcaption></figcaption></figure>

> Note: The display when Enabling Gift selection will have extra options for customers to choose free gifts. If the Number of selectable gifts is 1, there will be radio buttons. If it is 2 or more, there will be checkboxes
> {% endstep %}
> {% endstepper %}

#### 📝 Notes

* You can’t use **Free gift per cycle** for prepaid plans.
* A selling plan can only be attached to **one gift campaign**.
* Each campaign can include a maximum of **5 gifts** and **5 plans**.
* You can’t expect updates to take effect immediately — any change to a gift or plan will only apply from the **second upcoming gift order**, not the next one.

#### 🌟 Why Use Free Gift

* Strengthen customer loyalty and engagement.
* Encourage repeat renewals and reduce churn.
* Add a personalized, memorable touch to your subscription experience.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Widgets

Your storefront enhancer - create and customize subscription widgets that convert.

### 1. Introduction:

The **Widgets** feature lets you create and manage how subscription options appear on your storefront. You can customize widgets to match your product strategy, choosing from two flexible template types:

* **Default templates:** Pre-structured for fast setup and consistency across products.
* **Grid templates:** Modular layouts that let you organize content into multiple sections for more advanced customization.
* **Special templates:** Premium, conversion-focused widget designs crafted to elevate your subscription experience. Contact our team for free access.

Each widget supports one-time purchases, subscription plans, or both, allowing you to tailor the buying experience to your needs. You can enable/disable widgets, set display priority, and manage publication status with ease.

<figure><img src="/files/hr383l2ZKLsexWJLTrSA" alt=""><figcaption></figcaption></figure>

### 2. How to use:

Please refer to the next article for How to Create your own widget!

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Create Your Own Widget

Your widget, your rules.

### 1. Introduction:

Use the **Create Widgets** tab to:

* Create new subscription widgets
* Edit layout and purchase options
* Organize and prioritize how widgets appear on product pages
* Enable/disable or publish/unpublish widgets anytime

With full control over subscription display, Widgets help you boost conversions and clearly communicate your value.

### 2. How to use:

{% stepper %}
{% step %}

#### Create widget

Go to Widgets > Create new widget

<figure><img src="/files/EhZSxEpy6olfa6hLZKMk" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Choose a template

Choose a template that suits you! We highly recommend trying the Special templates for better visuals for your storefront!

<figure><img src="/files/IdWy2XMjE7hr6hWOPgIt" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Using the Default or Grid templates

You'll then see a preview to customize your widget. You can edit all of the parts here.

<figure><img src="/files/mZcaUkN8WOAnwKe9hZTT" alt=""><figcaption></figcaption></figure>

* **Product Price** section:

<figure><img src="/files/VsUecYlweNXWwEOeBp6G" alt=""><figcaption></figcaption></figure>

The Product Price section helps you edit how the ***subscription*** and ***compare-at prices*** are displayed to the customers, as well as the ***subscription discount***. You can edit the size, color, and style of each information by clicking in the corresponding block. Feel free to add more blocks as you like!

<figure><img src="/files/BZiu4m1sAm0hTkq5PLRe" alt=""><figcaption></figcaption></figure>

* **Subscription Form** section:

<figure><img src="/files/aKHK01E9zKFZveUp2C0C" alt=""><figcaption></figcaption></figure>

This Subscription form section allows you to adjust the main part: how the ***subscription plan groups*** and ***prices*** are shown to customers. You can change the title, spacing, style, color, and even display text and prices as well. Or you can customize the little "Save" badge into any text that you like, for example: Get 15% off for first order.

<figure><img src="/files/ntN121N5Eaeb6AQCdn5S" alt=""><figcaption></figcaption></figure>

> Note: You can add additional blocks and drop them in your desired position like this

<figure><img src="/files/XGEXmLAqlVh5FUlcXpHb" alt=""><figcaption></figcaption></figure>

* **Subscription Footer** section:

<figure><img src="/files/2OnmSQ7uUEv30Tdbbpi8" alt=""><figcaption></figcaption></figure>

This section gives you the opportunity to provide customers with ***extra information*** about subscription options. Just like the other parts, you and adjust the content and style any way you like to match your product and plans!

<figure><img src="/files/5o6DyWdjEkeJjYNjfBbT" alt=""><figcaption></figcaption></figure>

> Note: Some customers need extra information to make up their minds, so don't forget to include subscription footer in your store!
> {% endstep %}
> {% endstepper %}

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Create your Special Templates

Add an artistic touch to your storefront

### 1. Introduction:

Special Templates are designed to give your subscription widget a more premium, eye-catching, and high-converting appearance on the storefront. With professionally designed layouts, enhanced styling, and flexible customization options, these templates help your subscription offers stand out more clearly to customers - increasing engagement, improving conversion rates, and driving more recurring revenue for your store.

Whether you want a cleaner modern look, a more persuasive subscription section, or a widget that better matches your brand identity, Special Templates give you the flexibility to create a stronger subscription experience without complex coding.

### 2. How to use:

{% stepper %}
{% step %}

### Choose a template and color

Go to the **Special Templates** section and select the template style you want to use for your subscription widget. Customize the template colors to match your storefront branding and create a more consistent customer experience.

<figure><img src="/files/zv2nP6F9kLmZF6VRRxew" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Enable the template

Change the widget status to **Enabled** to activate the selected template.

<figure><img src="/files/0e383rJOsiJpxCRFn53W" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Rename the template (Optional)

You can rename the widget for easier management and identification inside the app.

<figure><img src="/files/OdOOloVm7NA57or4e1gw" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Customize the widget

Click on the "..." button on the top bar and select "Customize Widget" to access editable fields and adjust the widget appearance.

* Preview: Choose your product for subscription
* Widget color: Select a color for your widget
* Apply to resources: Choose where and how your widget will be displayed. Please note that out of all widgets, if widget A has a higher priority than widget B, then widget A will be displayed instead of widget B.&#x20;
* Custom CSS: You can add custom styles to your entire subscription form.
* Custom Content: You can change the benefits lines on your widget by replacing the content here

<figure><img src="/files/wVMfBXBKha1rS8MHrswS" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/1hcWQQGDYHEYK4igTp4H" alt=""><figcaption></figcaption></figure>

> Note: If you want to change the displayed text or subscription information, please update it in the **Custom Content** section.
>
> ![](/files/72kYNcRsSqu7U5AQOlo9)
> {% endstep %}

{% step %}

### Save and publish

After completing your customization, click **Save** to maintain your progress. Then, contact our team for installation. Special Templates require additional setup from our team before they can be fully used on your store. Feel free to contact us anytime - we’ll be happy to help you install and configure the widget properly.

<figure><img src="/files/sGtD48nDJ18waZ4AgZM1" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

### 3. Tips

* Choose colors that align with your storefront branding for a more seamless customer experience.
* Keep widget titles and subscription messages short and easy to understand.
* Always preview and publish your changes after editing the widget.
* Update Custom Content whenever you want to change the wording displayed inside the template.


# Settings

Your control center for subscriptions - customize emails, billing, delivery, and more.

The **Settings** section lets you configure essential parts of your subscription operations. It includes 5 key tabs:

* **Email Notifications:** Customize email templates sent to your subscribers.
* **Billing:** Set rules for billing cycles and manage retry logic for failed payments.
* **Delivery Profiles:** Define shipping preferences and delivery options for subscriptions.
* **Customer Portal:** Control what customers can view and edit in their subscription accounts.
* **Quick Checkout Link:** Generate custom checkout links to simplify the buying process.

These tools help tailor the subscription experience to your brand and workflow.

<figure><img src="/files/Zb8sfjexqvLJJxbCQQWM" alt=""><figcaption></figcaption></figure>

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Email Notifications

Stay connected with smart email alerts.

### 1. Introduction:

The **Email Notifications** section allows you to control all automatic emails sent for subscription and payment events. These notifications help keep customers informed about their subscription status and billing activity, while also ensuring administrators stay up to date on important actions that require attention.

From this section, you can manage the email sender information and configure which notification emails are sent to customers and administrators. By enabling the right templates and customizing them to match your communication style, you can provide timely updates, reduce customer confusion, and proactively handle payment or subscription issues.

### 2. How to use:

{% stepper %}
{% step %}

#### Go to Email Notifications

Here is where you can find a list of different automatic email templates ready for customization and utilization. These sets include email to both customers and administrators. You can also customize the email sender as well.

<figure><img src="/files/Xwd4tr0AwPkwgV7nkgl7" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Customize Email sender

To give the email a more authentic vibe, you can customize the email sender. This will also allow customers to reply directly to you as well!

<figure><img src="/files/qOgfdq49v3wEFYmNMx4c" alt=""><figcaption></figcaption></figure>

Click "Customize", put in your email and click "Save"

<figure><img src="/files/3hCYfKPJ5O62u8fsumdN" alt=""><figcaption></figcaption></figure>

**Note:** Please contact our support team for customized DNS record for your domain!
{% endstep %}

{% step %}

#### Activate email templates

Activate the email template you want to use by turning on the switch at the end of it. Click Save afterwards too!

<figure><img src="/files/yBsnmUAMPcyNKbktB40S" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Edit email template

You can edit the content, color, logo, style,... of your email by clicking the Edit icon next to the template's name

<figure><img src="/files/EQoh0V5Iy1DeesZu2IqG" alt=""><figcaption></figcaption></figure>

Here you can find a wide range of customizable elements in your email. Feel free to adjust them to match your store's brand!

<figure><img src="/files/VLYVS2ZSQOpUZLBFp6xA" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Preview and send test

You can preview the email on both desktop and mobile screens. Then send a test version before saving to make sure it is good!

<figure><img src="/files/quoFlL7gbxk0RfkPF5Mu" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Auto tag

### 1. Introduction:

The **Auto Tag** feature automatically applies tags to orders and customers based on their subscription activity and payment status. This helps you organize data, trigger workflows, and segment customers without manual effort.

By using Auto Tag, you can easily identify recurring orders, active subscribers, or customers with payment issues, enabling better reporting, automation, and follow-up actions across your store and connected tools.

### 2. How to use:

{% stepper %}
{% step %}

#### Go to Auto tag

Go to Settings > Auto Tag. Here is where you can find both order and customer tags.

<figure><img src="/files/zZ1Yuu5j0yS6ssogQowc" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Activate tag

Activate the tag you wish to use by turning on the switch of that tag and click Save

<figure><img src="/files/lXC4X3ySFSQFufAQgOVv" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Edit tag

You can also edit the content of the tag while seeing a live preview right underneath too

<figure><img src="/files/ktZ6RJW7yRDGc68HYE0P" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Renewal & Dunning Settings

Handle charges your way & Take control of failed payments before they cost you customers.

### 1. Introduction:

The **Renewal & Dunning Settings** section allows you to control how subscription renewals are billed and how failed payments are handled. These settings help ensure subscription orders are processed at the right time while minimizing revenue loss from failed or declined payments.

From here, you can configure renewal rules such as inventory policies, early charge timing, time zone, and billing schedules. You can also set up a multi-phase dunning campaign to automatically retry failed payments at defined intervals, giving customers multiple chances to complete their payment while keeping the renewal process fully automated.

### 2. How to use:

{% stepper %}
{% step %}

#### Go to Renewal and Dunning Settings

This is where you can configure renewal rules

<figure><img src="/files/bhTe2rSHBObmQRUGQFGi" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Configure Renewal Settings

This is where you can:

* Define inventory policies for product variants during subscription renewals.
* Set early charge hours and specify your store’s time zone to align billing schedules.

<figure><img src="/files/a5vYg9g1OUn7Afh4fl5g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Configure Billing Delivery Schedule

Here is where you can:

* Choose which days of the week billing should occur.
* Optionally process all orders early in the day to streamline fulfillment.
* Customize the time of day billing should take place (e.g., anytime, early morning, etc.).

<figure><img src="/files/sAWqUsa8e3STzJvHCSC6" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Configure Dunning Settings

This is where you can:

* Configure retry strategies for failed subscription charges to maximize recovery.
* Create multi-phase campaigns with adjustable retry intervals and retry limits per phase.
* Add, edit, or remove phases to tailor the dunning flow to your business needs.
* Avoid unnecessary churn by giving payments a second (or third) chance.

<figure><img src="/files/Bny1mayHy1kWc6nXy2lZ" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***<br>


# Delivery Profiles

Set schedules that fit your flow.

### 1. Introduction:

**Delivery Profiles** allow you to define how subscription orders are shipped and link those shipping rules directly to your subscription plan groups. This ensures subscription deliveries follow the correct shipping rates and zones while staying aligned with your Shopify shipping configuration.

By creating delivery profiles and associating them with subscription plan groups, you can manage shipping behavior for subscriptions separately from one-time purchases. This setup gives you greater control over delivery costs and logistics while keeping everything synchronized with Shopify’s shipping settings.

### 2. How to use:

{% stepper %}
{% step %}

#### Go to Delivery Profiles

Go to Settings > Delivery Profiles

<figure><img src="/files/heofiA2H0obZ43WaFTUC" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Create Profile

Click Create Profile and Save.

Manage **custom shipping rates** for your subscription plans. Create delivery profiles and link them to subscription plan groups to apply unique shipping rates for subscription orders.

* Start by creating a shipping profile.
* Click **"Edit on Shopify"** to configure shipping rates and zones in Shopify’s settings.
* After finishing in Shopify, return here to assign the profile to your subscription plan groups.

⚠️ **Note**: Do not add products directly to the profile. Only subscription plans should be linked to delivery profiles.

**Delivery profiles** allow you to offer flexible and targeted shipping setups specifically for subscriptions.

* **Profile Name:** Name your delivery profile.
* **Associated Selling Plan Groups:** Link the subscription plan groups that should use this profile.
  {% endstep %}
  {% endstepper %}

<figure><img src="/files/HmCodiHZZBbNQWcdaf12" alt=""><figcaption></figcaption></figure>

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Customer Portal

Your customers are totally able to manage their subscription contracts. This article will show you how to configure it. Let's go!!!

### 1. Introduction:

The **Customer Portal** gives customers full visibility and control over their subscriptions in one centralized place. From this portal, customers can view their subscription details, manage their active contracts, and stay informed about upcoming and past orders without needing to contact support.

Within the Customer Portal, customers can review subscription information such as products, quantities, billing and delivery frequency, shipping address, payment method, and applied discounts. They can also take self-service actions like updating contract details, pausing or canceling subscriptions, and managing upcoming orders. Additionally, the portal provides a clear history of past orders, including billing status, fulfillment status, and order details, helping customers track their subscription activity with confidence.

By empowering customers to manage their own subscriptions, the Customer Portal reduces support workload while delivering a transparent and convenient subscription experience that builds trust and long-term retention.

### 2. How to use:

{% stepper %}
{% step %}

#### Go to Customer Portal

Go to Settings > Customer Portal.

<figure><img src="/files/fDok1kZdsmPcvjjLn789" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Select permissions

Choose the subscription actions that customers can perform on your store.

<figure><img src="/files/yB7BQevg95SJy2QumDfU" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### View Customer Portal on your store

For instance, you can access [our demo store here (password: 1)](https://bss-subscriptions-app.myshopify.com/account) and sign in using the test account. You will see the subscriptions here

<figure><img src="/files/pDzDqy8d7g03XUqTNRRu" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### View Subscription details

Your customer can Add product to their subscription, change frequency, shipping address, payment method and even add discount too! They also have the ability to activate, pause or cancel their subscription at any time!

<figure><img src="/files/ioFNGCE9egBGOYh8xVF2" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### View upcoming orders

Customers can also view upcoming orders and choose to place order now, skip order or reschedule, just like you!

<figure><img src="/files/F5f7jFB4yKDfF81CK1oK" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### View past order

Similarly, with past order, customers can recharge too. This help preventing unbilled cycle

<figure><img src="/files/j8s6GCcbWZW4ZmEm3Heh" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

> Note: Your customers can access this URL to manage their subscription contracts:

{% hint style="info" %}
<https://YOUR-DOMAIN/apps/subscription/contracts>
{% endhint %}

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Quick Checkout Link

Instant purchase paths, ready to go.

### 1. Introduction:

The **Quick Checkout Link** feature allows you to create direct checkout links with pre-selected subscription products, helping customers skip the cart and proceed straight to the checkout page. These links are perfect for special promotions, landing pages, email campaigns, or one-click purchases, making it easier to boost conversions.

### 2. How to use:

To create a checkout link, follow these steps:

{% stepper %}
{% step %}

#### Select Products

Use the search bar or the Browse button to choose specific product variants to include in the checkout link. You can select Purchase options and quantity as well.

<figure><img src="/files/uv6jEe8fpXnnhdHAEvHl" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Apply Discount Code (optional)

If you'd like to offer a discount, create one in your Shopify admin and enter the code here. The discount will be automatically applied when the customer clicks the link.

<figure><img src="/files/YeorfYzxthqAPmddiXvh" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Add optional information

You can choose to add these information as well:

* Customer Information: Pre-fill customer fields like name and email to reduce friction at checkout.
* Order Notes: Add internal notes that will be included with the order.
* Additional Properties: Include any extra metadata or product-level customization needed for the order.

<figure><img src="/files/XMKbXTKvwAj4dOLLaAri" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Add order note (optional)

If you add this, customers will be able to add special instructions or comments about their order at checkout.

<figure><img src="/files/233XJq8nksEowNqFApkU" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Add additional properties

You can consider adding this so that you can collect and store custom details like personalization or special instructions.

<figure><img src="/files/F7tiJFijPhz8ep7mFWg0" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Generate link

Once all fields are completed, click **Generate Link** to create your checkout URL. You can then share this link via email, social media, banners, or landing pages.

This link is ideal for:

* Flash sales or limited-time offers
* Paid ad campaigns that drive traffic to a fast purchase
* Merchants wanting to simplify the checkout process for subscriptions

<figure><img src="/files/Sb4c0r9nUI5XHxYfHoHT" alt=""><figcaption></figcaption></figure>

> Note: These links are intended for subscription products only, and customers must complete the checkout through the generated link to ensure correct subscription processing.
> {% endstep %}
> {% endstepper %}

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Migration

Migrate subscription contracts from other apps to TA Subscriptions App seamlessly using a structured CSV import - no customer disruption, no lost billing cycles.

### 1. I**ntroduction:**

If you’re switching from another subscription app to **TA Subscriptions App**, you don’t have to start from scratch.\
Our import feature allows you to migrate existing subscription contracts using a CSV file, so you can keep your customers, billing schedules, and delivery settings intact — without asking customers to re-subscribe.

This guide will walk you through **how to prepare your data**, **how to import it step by step**, and **best practices to avoid common issues**.

### 2. How to use:

{% stepper %}
{% step %}

#### Prepare your store

Before importing subscription contracts, make sure that:

* Customers already exist in your Shopify store
* Product variants included in subscriptions are available
* Selling plans are created in **TA Subscriptions App**
* Customer payment methods are available (if applicable)

This ensures imported contracts can continue billing and delivering smoothly.
{% endstep %}

{% step %}

#### Download and review the sample file

Download the [sample CSV file](https://docs.google.com/spreadsheets/d/1940W5AYpo7kqumgxcq1UVBxe0BSD9EoDgEvzlpP09Ck/edit?usp=sharing) provided by **TA Subscriptions App**.\
Each row in the file represents **one subscription contract**.

The file includes key information such as:

* Subscription status and billing schedule
* Customer and payment details
* Delivery method and address
* Product variants and selling plans

Use this sample as a template to format your own data correctly.
{% endstep %}

{% step %}

#### Fill in your subscription data

Carefully map data from your old subscription app into the CSV file.

Some important fields to double-check:

* **Subscription status** (ACTIVE, PAUSED, CANCELLED, etc.)
* **Upcoming billing date** (must be more than 24 hours after import)
* **Billing cadence** (interval and interval count)
* **Customer ID and payment method ID**
* **Variant ID and selling plan ID**

Make sure all required fields are filled and formatted correctly.
{% endstep %}

{% step %}

#### Upload the CSV file

1. Go to **TA Subscriptions App Admin → Import / Migration**
2. Upload your completed CSV file
3. Review the import summary
4. Confirm the import

Once completed, your subscriptions will appear in the dashboard with their original status, billing cycle, and delivery information.
{% endstep %}

{% step %}

#### Verify imported subscriptions

After importing:

* Check a few subscriptions manually
* Confirm billing dates and delivery details
* Monitor the first billing cycle to ensure everything runs as expected
  {% endstep %}
  {% endstepper %}

### 3. Tips:

💡 **Test with a small batch first**\
Start by importing a few subscriptions before migrating all data. This helps catch formatting or mapping issues early.

💡 **Use ISO date format**\
All date fields should follow ISO 8601 format (for example: `2026-01-25T03:20:00Z`) to avoid import errors.

💡 **Match selling plans carefully**\
Selling plan IDs in the CSV must already exist in **TA Subscriptions App**. A mismatch will cause the row to fail.

💡 **Don’t rush the migration**\
Keep your old subscription app active until you’ve confirmed that imported subscriptions are billing and delivering correctly in **TA Subscriptions App**.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Integrations

Explore current integrations and stay up to date with new compatibility releases and partner services.

### Overview

**TA Subscriptions App** integrates with a growing ecosystem of Shopify apps, payment providers, customer experience tools, and third-party services to help you build a seamless subscription business.

These integrations allow you to extend the functionality of your subscriptions, automate workflows, improve customer retention, personalize subscription experiences, and connect subscription data with the tools you already use.

As both Shopify and our integration partners continue to evolve, this page will be updated regularly to reflect the latest supported integrations, compatibility updates, and new partnership announcements.

### What You'll Find Here

In this section, you'll find information about:

* Supported Shopify apps and extensions
* Other third-party services compatible with TA Subscriptions App

### Staying Up to Date

We're constantly expanding our integration ecosystem to help merchants create more flexible and powerful subscription experiences. Be sure to check this section regularly for newly supported integrations, feature enhancements, and setup guides.

If you're looking for an integration that isn't currently listed, feel free to contact our support team. We're always happy to discuss compatibility options and future integration requests.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# BSS B2B Wholesale Pricing

Combine B2B pricing, customer segmentation, and purchasing controls with subscriptions to create flexible wholesale subscription experiences.

## Overview

[**BSS B2B Wholesale Pricing**](https://apps.shopify.com/b2b-solution-custom-pricing) by BSS Commerce helps merchants create customized wholesale experiences on Shopify through flexible pricing, customer segmentation, registration management, and purchasing controls. When used together with [**TA Subscriptions App**](https://apps.shopify.com/subscription-recurring-pay?search_id=42ab494e-4cdd-4fe6-bda2-5036012e8c1b\&surface_detail=subscriptions+app\&surface_inter_position=1\&surface_intra_position=16\&surface_type=search), merchants can combine powerful B2B pricing strategies with recurring subscription models to better serve both retail and wholesale customers.

This integration supports several of the most popular BSS B2B modules, including **Volume Pricing, Custom Pricing, Price List, Quantity Increment, and Tax Display**. It enables subscription pricing and purchasing rules to work seamlessly alongside your B2B configuration.

## How to setup

{% hint style="info" %}
Before getting started, make sure both BSS B2B Wholesale Pricing and TA Subscriptions App are installed and activated on your Shopify store.
{% endhint %}

When a customer purchases a subscription product, the app automatically applies the relevant B2B configurations based on the customer's assigned pricing setup. This allows merchants to manage wholesale pricing, quantity requirements, and tax display rules in one place while delivering a seamless subscription experience for their B2B customers.

See more about how to set up B2B Wholesale rules in their [user guide](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution).

<figure><img src="/files/EccvFdqOfxdf2mULyEuI" alt=""><figcaption></figcaption></figure>

## Most Popular Modules

### 1. Volume Pricing

Volume Pricing allows merchants to offer different pricing tiers based on the quantity purchased. When used together with TA Subscriptions App, customers can enjoy discounted subscription pricing as they subscribe to larger quantities, helping merchants increase average order value while encouraging long-term recurring purchases.

This integration is particularly useful for businesses that sell consumable products, wholesale goods, or products that customers regularly purchase in bulk. Instead of offering a single subscription price, merchants can reward higher-volume subscribers with better pricing, creating a stronger incentive for customers to commit to larger recurring orders.

**Common use cases:**

* Wholesale subscription programs
* Bulk replenishment orders
* Tiered pricing for recurring customers

<figure><img src="/files/ocSQlJKmKnAK1jnJNxIa" alt=""><figcaption></figcaption></figure>

### 2. Custom Pricing

Custom Pricing enables merchants to assign personalized pricing to individual customers or specific customer groups. When combined with subscriptions, eligible customers will automatically receive their assigned pricing when purchasing subscription products, ensuring a seamless and tailored buying experience.

This is especially valuable for merchants managing different customer segments, such as distributors, wholesalers, VIP customers, or business partners. Rather than creating separate products or subscription plans for each group, merchants can maintain a single subscription setup while delivering customer-specific pricing behind the scenes.

**Common use cases:**

* VIP wholesale customers
* Distributor pricing
* Partner-exclusive subscription programs

<figure><img src="/files/89I8tYk5V0K1K91RGjtM" alt=""><figcaption></figcaption></figure>

### 3. Price List

Price Lists allow merchants to create structured pricing catalogs for different customer segments, regions, or business tiers. Through the integration with TA Subscriptions App, subscription products can inherit the pricing defined within these price lists, ensuring customers always see the correct pricing based on their assigned segment.

This feature is particularly helpful for merchants operating across multiple markets or managing different wholesale tiers. By centralizing pricing management within Price Lists, merchants can maintain consistency across both one-time purchases and subscription products without additional manual adjustments.

**Common use cases:**

* Regional pricing
* Wholesale tiers
* Customer segment pricing

<figure><img src="/files/AbNoTq08Vvd04wq0jJy6" alt=""><figcaption></figcaption></figure>

### 4. Quantity Increment

Quantity Increment helps merchants control how products are purchased by requiring customers to buy in predefined increments. This rule can also be applied to subscription products, ensuring customers subscribe to quantities that align with packaging requirements, fulfillment processes, or wholesale purchasing standards.

For businesses that sell products in packs, cases, cartons, or other fixed units, Quantity Increment reduces operational complexity and prevents customers from placing subscription orders that cannot be efficiently fulfilled. It also creates a more predictable replenishment experience for both merchants and customers.

**Common use cases:**

* Case-pack subscriptions
* Wholesale replenishment programs
* Minimum ordering requirements

<figure><img src="/files/88p9J6g96qpqA1YiuyG2" alt=""><figcaption></figcaption></figure>

### 5. Tax Display

Tax Display allows merchants to control how product and subscription prices are presented to different customer groups. Depending on your B2B configuration, subscription prices can be displayed either inclusive or exclusive of taxes, helping merchants meet local tax requirements and customer expectations.

This integration is particularly useful for stores serving both retail and wholesale customers, as different customer groups often expect different pricing displays. By keeping tax presentation consistent across subscription and one-time purchases, merchants can provide a clearer and more professional buying experience.

**Common use cases:**

* B2B stores with tax-exclusive pricing
* Regional tax display requirements
* Wholesale and retail customers with different pricing visibility rules

<figure><img src="/files/DaiejIZmwLdIDO9PLVOz" alt=""><figcaption></figcaption></figure>

## Important Notes

* Subscription products can be used together with supported B2B pricing and purchasing rules. While this article covers the most commonly used integrated modules, additional B2B modules may also be compatible. If you'd like to learn more about a specific module, please contact our support team for further guidance.
* We recommend testing your pricing setup before launching subscription offers to ensure the customer experience matches your business requirements.
* Please note that BSS B2B Wholesale Pricing is managed by a separate support team within BSS Commerce. If you have any questions regarding B2B features, pricing rules, or app-specific configurations, please contact their support team directly within the app for further assistance.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# TA AI Product Labels & Badges

Enhance subscription products with customizable labels, badges, and promotional campaigns using the TA Product Labels & Badges integration.

## Overview

Connect [**TA Subscriptions App**](https://apps.shopify.com/subscription-recurring-pay?search_id=42ab494e-4cdd-4fe6-bda2-5036012e8c1b\&surface_detail=subscriptions+app\&surface_inter_position=1\&surface_intra_position=16\&surface_type=search) with [**TA AI Product Labels & Badges**](https://apps.shopify.com/product-labels-by-bss?search_id=e2202fef-21cc-4876-842e-a499cabd5da6\&surface_detail=label\&surface_inter_position=1\&surface_intra_position=7\&surface_type=search) to highlight your subscription products with eye-catching labels, badges, and promotional messages. This integration helps merchants improve product visibility, communicate subscription benefits more effectively, and create stronger urgency around recurring purchase offers.

Labels and badges can be displayed based on various conditions, including products, collections, customer segments, inventory levels, discounts, schedules, and more, allowing merchants to create highly targeted subscription campaigns.

## How to setup

{% hint style="info" %}
Before getting started, make sure both TA Product Labels & Badges and TA Subscriptions App are installed and activated on your Shopify store.
{% endhint %}

Once your subscription plans are set up, you can create labels and badges in TA AI Product Labels & Badges and apply them to your subscription products using the app's targeting conditions.

This integration allows you to highlight key subscription benefits directly on your storefront, such as subscription discounts, subscriber-exclusive offers, free shipping, best sellers, or limited-time promotions. By making subscription options more visible and attractive, labels and badges can help improve customer engagement and increase subscription conversion rates. See more about how to set up label and badge in their [user guide](https://ta-product-labels-and-badges.tech-arms.io/?utm_source=app-label\&utm_medium=in-app\&utm_campaign=user-guide).

<figure><img src="/files/QdNol1AAqBkOS7p4vBnm" alt=""><figcaption></figcaption></figure>

## Supported Features

### 1. Product & Collection Targeting

Display labels and badges on subscription products based on specific products, collections, tags, variants, inventory conditions, pricing conditions, and other product attributes. This allows merchants to highlight subscription-exclusive products or promote recurring purchase options across selected product groups.

**Common use cases:**

* Highlight subscription-only products
* Promote best-selling subscription items
* Feature subscription collections
* Showcase newly launched subscription products

<figure><img src="/files/U7KQkuGZanCTiCH3sz2E" alt=""><figcaption></figcaption></figure>

### 2. Custom Labels & Badges

Create custom text labels, image badges, promotional stickers, and subscription-focused messages that align with your brand identity. Labels can be fully customized to communicate key subscription benefits directly on storefront pages.

**Common use cases:**

* "Subscribe & Save"
* "Most Popular Plan"
* "Members Only"
* "Free Shipping on Subscription"
* "Best Value"

<figure><img src="/files/Xj8qnPBGvNQTwKWQZtlg" alt=""><figcaption></figcaption></figure>

### 3. Customer-Based Display Rules

Show different labels to different customer groups using customer conditions. Merchants can personalize subscription messaging based on customer status, helping create more relevant shopping experiences.

**Common use cases:**

* Exclusive labels for subscribed customers
* VIP subscription promotions
* Wholesale subscription campaigns
* Customer-segment-specific offers

<figure><img src="/files/VLYyVs3PHwbgl3yYdX2S" alt=""><figcaption></figcaption></figure>

### 4. Inventory & Discount Conditions

Automatically display labels based on product inventory, pricing, or discount conditions. Combine seasonal sales with Free Gift, Try Before you Buy and more subscription features. This helps merchants create urgency and encourage customers to subscribe before products become unavailable or promotional offers expire.

**Common use cases:**

* Low stock subscription products
* Limited-time subscription discounts
* Seasonal subscription campaigns
* Special promotional offers (Free Gift, Free Trial,...)

<figure><img src="/files/6APRHODcxnqcvSmadbiy" alt=""><figcaption></figcaption></figure>

### 5. Label Groups

Combine multiple labels into a single organized group to display several subscription benefits at once without creating visual clutter. Label Groups automatically manage spacing and positioning, ensuring a clean storefront experience.

**Common use cases:**

* Display "Subscribe & Save" + "Free Shipping" together
* Combine multiple promotional messages
* Highlight subscription benefits and product attributes simultaneously
* Run multiple campaigns on the same product

<figure><img src="/files/yh2ayUAo3LgfUiyaSxtl" alt=""><figcaption></figcaption></figure>

## Important Notes

* Subscription products can be displayed with supported labels and badges throughout your storefront.&#x20;
* While this article covers the most commonly used features, additional TA Product Labels & Badges functionality may also be compatible with subscription products.
* If you'd like to learn more about a specific feature or campaign setup, please contact our support team for further guidance.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# TA Banner Slider, Sales Pop Up

Promote subscription offers with banners, pop-ups, countdown timers, and targeted campaigns using the TA Banner Slider integration.

## Overview

Connect [**TA Subscriptions App**](https://apps.shopify.com/subscription-recurring-pay?search_id=42ab494e-4cdd-4fe6-bda2-5036012e8c1b\&surface_detail=subscriptions+app\&surface_inter_position=1\&surface_intra_position=16\&surface_type=search) with [**TA Banner Slider, Sales Pop Up**](https://apps.shopify.com/bss-banner-pop-up?surface_intra_position=1\&surface_type=partners\&surface_version=simplified) to promote subscription offers throughout your storefront using banners, announcement bars, countdown timers, pop-ups, and targeted promotional messages. This integration helps merchants increase subscription visibility, highlight recurring purchase benefits, and drive more subscription conversions through strategic on-site marketing.

## How to setup

{% hint style="info" %}
Before getting started, make sure both TA Banner Slider, Sales Pop Up and TA Subscriptions App are installed and activated on your Shopify store.
{% endhint %}

Getting started is simple. Install both TA Banner Slider, Sales Pop Up and TA Subscriptions App, then create your subscription plans as usual. Once your subscription products are ready, you can use banners, announcement bars, countdown timers, and pop-ups to promote subscription offers across your storefront.

We recommend highlighting key subscription benefits such as discounts, free shipping, exclusive perks, or limited-time offers to encourage more customers to choose recurring purchases over one-time orders. See more about how to set up banner and popups in their [user guide](https://banner-docs.tech-arms.io/).

<figure><img src="/files/z7pRftzm0mRGnE1NxYSB" alt=""><figcaption></figcaption></figure>

## Supported Features

### 1. Announcement Bars

Display subscription-related announcements across your storefront using customizable announcement bars. These banners can help customers quickly discover available subscription options and recurring purchase benefits.

You can use announcement bars to communicate important subscription information without interrupting the shopping experience, making them ideal for ongoing promotions and store-wide campaigns.

**Common use cases:**

* Promote "Subscribe & Save" offers
* Announce new subscription programs
* Highlight subscriber-exclusive benefits
* Communicate free shipping for subscribers

<figure><img src="/files/LLnlI9m6TGjdpsrnL8V0" alt=""><figcaption></figcaption></figure>

### 2. Countdown Timers

Add countdown timers to create urgency around subscription promotions and limited-time offers. Countdown campaigns can encourage customers to subscribe before a promotion expires or before a special subscriber benefit becomes unavailable.

This feature is particularly useful during major sales events, product launches, and seasonal marketing campaigns.

**Common use cases:**

* Black Friday subscription offers
* Product launch campaigns
* Limited-time subscriber discounts
* Holiday subscription promotions

<figure><img src="/files/eQK3SN2tdXpuT0xGQvgH" alt=""><figcaption></figcaption></figure>

### 3. Window Popups

Display subscription-focused popups to capture customer attention and drive immediate action. By combining TA Banner Slider, Sales Pop Up with the Quick Checkout feature from TA Subscriptions App, merchants can direct customers straight to a subscription checkout page without requiring them to browse through multiple pages.

This creates a faster purchasing journey and helps reduce friction during conversion, especially for promotional campaigns, limited-time offers, and subscription-exclusive products.

**Common use cases:**

* Direct customers to a subscription Quick Checkout page
* Promote limited-time subscription offers
* Capture visitors before they leave the store
* Launch subscriber-exclusive campaigns
* Drive traffic from homepage banners to subscription checkout

<figure><img src="/files/JG6A5oKiJRbwtbekb6oA" alt=""><figcaption></figcaption></figure>

### 4. Sales Pop-Ups & Promotional Pop-Ups

Display targeted pop-ups to capture customer attention and promote subscription programs at key moments during the shopping journey. Pop-ups can be configured to appear based on timing, page location, customer behavior, and other targeting conditions.

When used thoughtfully, pop-ups can help educate customers about subscription benefits and increase subscription adoption without requiring major storefront changes.

**Common use cases:**

* Welcome subscription offers
* First-time subscriber discounts
* Subscription awareness campaigns
* Exit-intent subscription promotions

<figure><img src="/files/M2SjjPXM8rZAT33IgL4e" alt=""><figcaption></figcaption></figure>

### 5. Free Shipping & Cart Goal Banners

Encourage larger subscription purchases by displaying free shipping messages and cart goal banners. Progressive messaging can motivate customers to increase their order value or switch to a subscription plan to unlock additional benefits.

These banners are especially effective for merchants looking to improve average order value while promoting recurring revenue.

**Common use cases:**

* Free shipping for subscribers
* Subscription order value incentives
* Cart goal promotions
* Subscriber-exclusive rewards

<figure><img src="/files/gJWwcDV5DzbFNvnZBXxL" alt=""><figcaption></figcaption></figure>

### 6. Customer Targeting & Campaign Scheduling

Display subscription promotions to specific customer groups, on selected pages, or during predefined time periods. This allows merchants to run highly targeted subscription campaigns while keeping storefront messaging relevant and personalized.

By combining customer targeting with subscription offers, merchants can deliver more relevant promotions to the audiences most likely to convert.

**Common use cases:**

* VIP subscriber campaigns
* Wholesale subscription promotions
* Regional subscription offers
* Scheduled marketing campaigns

<figure><img src="/files/EezLuBMbbtvOUCWI8055" alt=""><figcaption></figcaption></figure>

## Important Notes

* Subscription products can be promoted using supported banners, pop-ups, countdown timers, and announcement bars throughout your storefront.&#x20;
* While this article covers the most commonly used features, additional TA Banner Slider functionality may also be compatible with subscription products.
* If you'd like to learn more about a specific campaign type or display condition, please contact our support team for further guidance.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Klaviyo

Connect Klaviyo to receive subscription events in real time for use in flows, segments, and campaigns.

## Overview

[**Klaviyo**](https://apps.shopify.com/klaviyo-email-marketing) is an email and SMS marketing platform for Shopify merchants. It lets you create customer segments, automate messaging, and build marketing flows based on customer activity.

By integrating [**TA Subscriptions App**](https://apps.shopify.com/subscription-recurring-pay?search_id=42ab494e-4cdd-4fe6-bda2-5036012e8c1b\&surface_detail=subscriptions+app\&surface_inter_position=1\&surface_intra_position=16\&surface_type=search) with Klaviyo, subscription events and customer data can be synced to Klaviyo for use in flows, segments, and campaigns.

With this integration, you can:&#x20;

* Synchronize customer profiles with Klaviyo.
* Build personalized email and SMS campaigns.
* Create customer segments based on subscription activity.
* Trigger automated flows from subscription events.

<figure><img src="/files/CC0mtyGKbmgnEsuqXqEg" alt=""><figcaption></figcaption></figure>

This integration requires sharing certain customer and subscription data with Klaviyo. For details about the data shared and how it is used, see [**Privacy and Data Sharing**](#privacy-and-data-sharing).

## How to Set Up

{% stepper %}
{% step %}

### Get your Klaviyo API key

Go to the Klaviyo app to get your API key. You can check out this detailed [guide](https://help.klaviyo.com/hc/en-us/articles/7423954176283) here.

Make sure your API key has 'Full Access' or at least the following scopes:

* *Events (*&#x46;ull Acces&#x73;*)*
* *Metrics (*&#x46;ull Acces&#x73;*)*
* *Profiles (Read Access)*

<figure><img src="/files/ynvMlpqebL10DdXHYIjE" alt=""><figcaption></figcaption></figure>

Copy and paste your key in the input.

<figure><img src="/files/YTI9Yk8Ryudkisjw5kAx" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Sync Klaviyo with TA Subscriptions App

Go to TA Subscriptions App, open **Settings** > **Integrations** > **Klaviyo** and turn on. Then paste the API key in step 1 in the box.

<figure><img src="/files/vZQFaLkYiGGBibbn8njS" alt=""><figcaption></figcaption></figure>

Click Connect and accept the policy. Below is what a successful connection looks like.

<figure><img src="/files/jxtittj4uTAqfhwmUfU2" alt=""><figcaption></figcaption></figure>

Choose the events you want to activate and turn on.&#x20;

<figure><img src="/files/rhDWn2FnaInxCd99sHrO" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Configure your flows in Klaviyo

**Create flow** > Select **Build your own** > Name your flow to continue

Then select a trigger metric.

<figure><img src="/files/dB6KO20EhL0htNoVmpu9" alt=""><figcaption></figcaption></figure>

After selecting your triggers, configure the flow's content.

<figure><img src="/files/U2ZTQhVhGhxcjPSnvaLv" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Add variables in email templates

You can add a number of variables into your Klaviyo email templates for better customization as well. Here are the list of variables that we offer:&#x20;

| Variables                                               | Description                                                                 |
| ------------------------------------------------------- | --------------------------------------------------------------------------- |
| {{ event.order\_id\|default:'' }}                       | Order ID                                                                    |
| {{ event.customer\_id\|default:'' }}                    | Customer ID                                                                 |
| {{ event.contract\_status\|default:'' }}                | Contract status, e.g.: `ACTIVE`, `PAUSED`, `CANCELLED`, `EXPIRED`, `FAILED` |
| {{ event.billing\_policy\_interval\|default:'' }}       | Billing cycle unit (DAY/WEEK/MONTH/YEAR)                                    |
| {{ event.billing\_policy\_interval\_count\|default:0 }} | Number of interval units per billing cycle                                  |
| {{ event.currency\_code\|default:'' }}                  | Currency code, e.g.: `USD`, `VND`, `EUR`                                    |
| {{ event.delivery\_price\|default:0 }}                  | Delivery/shipping price                                                     |
| {{ event.total\_amount\|default:0 }}                    | Total order amount                                                          |
| {% endstep %}                                           |                                                                             |

{% step %}

### Configure segment in Klaviyo

**Audience** > **Lists & segments** and create a new Segment

In Klaviyo, you can segment customers based on specific criteria to target your campaigns more effectively.

In the **Definition** section, you can choose these options:

* *What someone has done (or not done)*
* *Properties about someone*

<figure><img src="/files/OWPX2B1qzTefK80WtF9E" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## Supported Events

1. **Subscription Created:**&#x54;riggered when a customer starts a new subscription. Some common use cases are:&#x20;
   * Welcome series, Subscriber onboarding
   * Cross-sell recommendations
   * Product education emails
2. **Subscription Activated:** Triggered when a subscription becomes active. Some common use cases are:
   * Welcome subscriber campaigns
   * Loyalty program enrollment
   * Subscriber-exclusive promotions
3. **Subscription Paused:** Triggered when a customer pauses their subscription. Some common use cases are:
   * Pause confirmation emails
   * Retention campaigns
   * Product recommendations, Reactivation reminders.
4. **Subscription Resumed:** Triggered when a paused subscription is resumed. Some common use cases are:
   * Welcome back emails
   * Subscriber engagement campaigns
   * Upsell opportunities
5. **Subscription Cancelled:** Triggered when a subscription is cancelled. Some common use cases are:
   * Win-back campaigns
   * Feedback collection
   * Retention offers
   * Reactivation discounts
6. **Upcoming Order Reminder:** Triggered before an upcoming subscription order is billed. Some common use cases are:
   * Renewal reminders
   * Payment preparation reminders
   * Subscription management prompts
7. **Payment Failed:** Triggered when a subscription billing attempt fails. Some common use cases are:
   * Dunning campaigns
   * Payment method update requests
   * Failed payment recovery emails
   * Customer support outreach

## Privacy and Data Sharing

When you connect this integration, TA Subscriptions App shares the data required to sync subscription events with Klaviyo in real time.

The data shared may include:

* **Customer information (Protected Customer Data):** Customer email address, customer name (when available), and customer identifiers required to associate events with the correct Klaviyo profile.
* **Subscription information:** Subscription creation, activation, renewals, updates, pauses, resumptions, cancellations, billing status, and other subscription lifecycle events.
* **Subscription order information:** Subscription order events, subscription plan details, products, quantities, billing dates, and related order information used for customer messaging, segmentation, and marketing automation.

TA Subscriptions App only shares the minimum data required to provide this integration. Payment credentials, payment method details, Shopify authentication tokens, and other sensitive authentication information are **never** shared with Klaviyo.

Data received by Klaviyo is processed according to Klaviyo's own Privacy Policy and Terms of Service. By enabling this integration, you acknowledge that customer data will be shared with Klaviyo for the purpose of providing the integration and that you are responsible for complying with applicable privacy laws and obtaining any required customer consent.

You can disconnect this integration at any time from **Settings → Integrations → Klaviyo** in TA Subscriptions App. Once disconnected, no new subscription events will be sent to Klaviyo. Previously synced data will remain in your Klaviyo account unless you remove it there.

## Important Notes

* Only events that occur after the integration is enabled will be synced to Klaviyo.
* Some events may not be available depending on your Klaviyo account configuration.
* We recommend testing flows and segments before launching live campaigns.
* Previously synced events and customer data are not automatically removed from Klaviyo after the integration is disconnected.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Translation

Learn how to fully translate your customers' subscription experience

### 1. I**ntroduction:**

**TA Subscriptions App** supports multilingual experiences to help you serve customers across different regions and languages. To fully translate your subscription experience, you’ll need to configure translations for both the storefront widget and all customer-facing content such as pages, portals, and modals.

A complete translation setup in **TA Subscriptions App** includes two parts:

* Translating the **subscription widget** displayed on your storefront
* Translating **customer-facing content** such as pages, modals, and the customer portal

These two components work together to ensure a consistent and seamless experience for your customers across all touchpoints.

To manage translations effectively, you’ll need to install the Shopify Translate & Adapt app. This app allows you to create and manage translations for your store content and ensures compatibility with **TA Subscriptions App**’s subscription features.

> **Note:** Both parts are required for a fully localized experience. If only one part is translated, customers may still see mixed languages during their subscription journey.

### 2. How to use:

To complete your setup, follow the guides below or watch tutorials on our [demo store](https://easto-subscriptions-app.myshopify.com/pages/features-list):

* **Multilingual Widget** – Translate subscription options shown on product pages. [Read more](/features/translation/multilingual-widget)
* **Multilingual Pages & Portal** – Translate customer-facing pages and subscription management interfaces. [Read more](/features/translation/translation)

### 3. Tips:

* [ ] **Translate both parts for full consistency**\
  Make sure you translate both the widget and customer-facing pages. Missing one part may result in mixed languages during the customer journey.
* [ ] **Preview before going live**\
  Always check how translations appear on product pages, cart, and customer portal to ensure everything displays correctly.
* [ ] **Keep translations updated**\
  When you update plans, widgets, or content, remember to update translations to match the latest changes.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Multilingual widget

Reach More Customers in Their Own Language

### 1. Introduction:

Selling globally? The **Multilingual Widget** feature helps you connect with international shoppers by automatically displaying your subscription widget in the languages you choose. With just a few clicks, you can enable and publish multiple languages so your widget translations match your store’s audience - helping you build trust, improve clarity, and unlock more sales across different markets.

### 💡 What This Feature Does

* Lets you **select and publish** the languages you want your subscription widgets to appear in.
* Automatically translates all widget text into the chosen languages.
* Ensures shoppers see subscription options **in the same language as your storefront**.
* Helps you grow internationally with localization built right in.
* Integrates with [Shopify Translate & Adapt](https://apps.shopify.com/translate-and-adapt?search_id=a4b21ebc-29b3-4a4a-ad04-706f5a3706c0\&surface_detail=translate\&surface_inter_position=1\&surface_intra_position=5\&surface_type=search) to ensure synced languages across your store!

### 2. How to use:

{% stepper %}
{% step %}

#### Install Shopify Translate & Adapt

Please install [Shopify Translate & Adapt](https://apps.shopify.com/translate-and-adapt?search_id=a4b21ebc-29b3-4a4a-ad04-706f5a3706c0\&surface_detail=translate\&surface_inter_position=1\&surface_intra_position=5\&surface_type=search) first. This feature is integrated with this app!
{% endstep %}

{% step %}

#### Add languages

**Go to Settings → Languages** in your Shopify admin and check whether the available languages match your store’s needs. Add or edit languages as needed, and **make sure to Publish each language** before moving on.

<figure><img src="/files/fZabJXpS1cLydNgSL4QA" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Start localizing

Open BOTH the **Subscription Plans** tab and the **Widget** tab in **TA Subscriptions App** to find the **Localize** button.

<figure><img src="/files/NpGmaU6bFYoFwithQWZw" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/4WwblNoYxnFElPS3XoFd" alt=""><figcaption></figcaption></figure>

> Note: The Localize button only appears when editing an existing plan or widget - create one first if you don’t see it.
> {% endstep %}

{% step %}

#### Auto-translate or translate manually

Click **Localize** to begin translating. You can translate manually or use **Auto-translate**. You may also switch the applied market at any time.

<figure><img src="/files/EkUyeqv4WMD6TdEquNHO" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

#### 📝 Notes

* Only **text values** can be translated - not variables. Variables are the elements that start with `_` or `{{ }}`. In this example, the translatable values are: **Subscribe and Save**, **Delivery every**, **Delivery every week 1**, **1 Week(s) 1**.
* When you update any content in the Widget, make sure to **re-localize the new content** in the Localization window. Otherwise, the updated text will not be translated.

### 🚀 Why Use Multilingual Widgets?

* **Boost conversions** by speaking your customers’ language.
* **Expand globally** without extra translation tools.
* **Improve user experience** with consistent, localized content.
* **Reduce confusion** and increase trust at checkout.

### 🌟 Tip

If you're targeting new international markets, enable multiple languages early to deliver a seamless experience from the first visit.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Multilingual pages

Reach customers worldwide by translating key parts of your subscription experience.

*The **Translation** feature lets you translate important pages and elements in your store, ensuring your customers see content in their preferred language. This helps boost clarity, trust, and conversions for international audiences.*

## 🌐 Translation

**Reach customers worldwide by translating key parts of your subscription experience.**

The **Translation** feature lets you translate essential pages and elements in your store, ensuring customers see content in their preferred language. This helps boost clarity, trust, and conversions for international audiences.

***

### 🗂 Supported Pages

Translate the following pages and elements:

* **Contracts List** – view all subscription contracts in one place.
* **Contract Detail** – see detailed information for each subscription contract.
* **Box List** – display subscription boxes.
* **Modals** – pop-ups for confirmations, actions, or prompts.
* **Notifications** – system messages and alerts sent to customers.

***

### ⚙️ How to Use

{% stepper %}
{% step %}

#### Go to Languages

Go to Settings > Languages and check if the available languages are what you need in your store. You may add or edit languages to match your preferences. Remember to Publish the language before proceeding.

<figure><img src="/files/DRk9i1Eav7I56ef8T8Vn" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Add language

Go to Settings > Customer Portal > Translation in TA Subscriptions App to see the languages. You can click edit to make changes as you like!

<figure><img src="/files/kNKNIWwHJdCQ1Z0GKKF7" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Translate values

After clicking the button, you will see a list of values that can be re-translated to match your expected meaning.

<figure><img src="/files/57fl9LsOsafimXlgmaZr" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Save and Preview

Remember to click Save afterwards. You can view the changes on your storefront now.

<figure><img src="/files/3VqbNpqQpdwujOFNQlej" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

<mark style="color:$warning;background-color:orange;">**Note:**</mark> <mark style="color:$warning;background-color:orange;">Only the values, not the variables can be translated. Variables are the data that begins with "\_" or {{. In this case, only the following texts are translatable values: Subscribe and Save, Delivery every, Delivery every week 1, 1 Week(s) 1.</mark>

***

### 🚀 Why Use Translation

* **Global Reach** – Show subscription pages in your customers’ preferred languages.
* **Better Engagement** – Clear communication reduces confusion and increases satisfaction.
* **Boost Conversions** – Localized pages build trust and help international customers complete actions.

***

### 💡 Tips

* Translate early for new stores to provide a seamless experience for first-time international visitors.
* Review auto-translations to ensure accuracy and clarity.
* Update translations whenever page text changes so all languages stay consistent.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# How to create the “Pre-paid” function in the app?

Let's explore the advanced function of the Subscription by BSS app. It is **Prepaid**.

You can set up a **Prepaid** subscription with which customers can pay for multiple orders upfront and still receive the delivery on a subscription interval.

Please follow this 4-step process to activate the pre-paid function in your store and enjoy its helpfulness:

**BACKEND SETTINGS**

**Step 1: Create Subscription Plan**

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/09/1-1.png)

**Subscriptions Plans** -> click button "**Create new subscription plan**"

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/09/2-1.png)

You will be redirected to a new window that will let you fill in the required information to create a subscription plan.\
\*Remember to enable the app to make functions working on your storefront on Settings

**Step 2: Enter General Information**

Under General Information section:

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/09/3-1.png)

**Step 3: Setting Prepaid Option**

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/09/4-1.png)

Under Plan section:

* *Plan Name:* Displayed on Cart & Checkout
* *Label:* Label of plan selector on product page
* *Position:* in case you have any plan, this setting will be used to sort order
* *Description:* Give more details about your selling plan

Under Plan type.

There are now 2 options in the Plant type: [Pay as you go](https://wiki.bsscommerce.com/docs/shopify-subscriptions-recurring-pay/app-features-how-to/how-to-create-a-subscription-plan/) and Prepaid. Pay as you go is the traditional function that you have used, and Prepaid is the brand new one that we are going to explore.

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/09/5.png)

If choosing Prepaid, instead of paying when the bill comes, customers will now have to pay upfront for a given period. Besides, the list of their all subscriptions will have multiple scheduled fulfillments.

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/09/6.png)

* Pricing policy: Define your subscription plan's price.

*+ Set a fixed price:* Set up a fixed subscription price.

*+ Percentage Off (%):* The subscription price is discounted by a specific percentage based on regular prices.

*+ Amount Off:* The subscription price is discounted by a specific amount based on regular prices.

* Frequency Policy:

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/09/7.png)

*+ Interval - Interval count:* Define the recurring delivery as days/weeks/months/years

*+ Deliveries per payment:* The number of deliveries customers have to pay for in advance.

When a customer chooses the Prepaid option, meaning that they will pre-pay $2000 for 4 subscription orders. Each order will be delivered weekly.

\+ *Min cycles*: The min payment circles customers have to fulfill before they can cancel the subscription.

When the min cycle is 2, it means that customers have to pay upfront at least 2 times. Unless meeting that requirement, they can not cancel the subscription (the cancel button does not appear in their My Subscription).

\+ *Max cycles*: The max payment circles customers have to fulfill. After reaching this point, the subscription will be automatically canceled.

For example, when the max cycle is 6, customers who pay 6 times already will not receive any other bill, and if they want to continue the delivery, they have to place a new subscription.

**FRONTEND DISPLAY**

#### 1. On Product Page <a href="#id-1-on-product-page" id="id-1-on-product-page"></a>

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/09/8.png)

When a customer chooses the Prepaid option, meaning that they will pre-pay $2000 for 4 subscription orders. Each order will be delivered weekly.

#### 2. On My Subscription <a href="#id-2-on-my-subscription" id="id-2-on-my-subscription"></a>

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/09/9.png)

Since the min cycles are 2, when the customer placed the first subscription order, he/she cannot cancel the subscription.

#### 3. The Subscription Order Detail <a href="#id-3-the-subscription-order-detail" id="id-3-the-subscription-order-detail"></a>

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/09/10.png)

Since the deliveries per payment are 4 - there are 3 scheduled items to fulfill within 4 weeks.

#### 4. The Subscription Detail on The App <a href="#id-4-the-subscription-detail-on-the-app" id="id-4-the-subscription-detail-on-the-app"></a>

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/09/11.png)

In the app, the subscription information is also saved. The store owner can still cancel the orders in the admin.

If you have further questions, feel free to contact us at [**support-sbc@bsscommerce.com**](mailto:support-sbc@bsscommerce.com)**.**


# How to assign Products to the subscription plan?

You can assign a product to any Subscription Plan right from our app-admin portal.

There are 2 ways to assign products

### I. Assign through Subscriptions & Recurring App UI <a href="#i-assign-through-subscriptions-recurring-app-ui" id="i-assign-through-subscriptions-recurring-app-ui"></a>

**Step 1:**

Create your first Subscription Plan. [Check this article](https://wiki.bsscommerce.com/docs/shopify-subscriptions-recurring-pay/app-features-how-to/how-to-create-a-subscription-plan/)

**Step 2:**

Enter your keyword to search, a popup will appear and let you multiple select

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/S4selectproducts.png)

**Step 3:**

Select your products and click "Select"

**Step 4:**

Save your Subscription Plans. The products will get successfully added to the particular plan. Recheck on the product page, for example:

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/Image-4.3.png)

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/Image-4.4.png)

a) Public name

b) Plan selector title

c) Plan (Label Name)

d) Plan (Description)

f) Plan (Plan Name)

### II. Assign through Shopify Product management <a href="#ii-assign-through-shopify-product-management" id="ii-assign-through-shopify-product-management"></a>

**Step 1: Go to your product you want to add a subscription plan**

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/S5.png)

**Step 2: Select "Add Option" to add a subscription plan**

* Add your existing option or create a new one
* In case you need your customers only purchase as a subscription, just tick on the checkbox
* Remove or edit your plan from the extension

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/S6.png)

**Step 3: Enter simple information to create a subscription plan**

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/S7.png)

**Step 4: Click "Create Plan" to complete and recheck on the storefront**

If you have further questions, feel free to contact us at [**support-sbc@bsscommerce.com**](mailto:support-sbc@bsscommerce.com)**.**


# How to run test transactions, configure settings, and start selling?

> **Remember that: our Subscriptions & Recurring Pay app now just work with Shopify Payments**

Please follow these steps to test everything before launching:

### Step 1: Setting up Shopify Payments for your store <a href="#step-1-setting-up-shopify-payments-for-your-store" id="step-1-setting-up-shopify-payments-for-your-store"></a>

* Please follow this detailed guide of Shopify: <https://help.shopify.com/en/manual/payments/shopify-payments/setting-up-shopify-payments>
* Refer to this guide in case you need credit card information for testing: <https://help.shopify.com/en/manual/payments/shopify-payments/testing-shopify-payments>

### Step 2: Duplicating an existing product to test your new payment <a href="#step-2-duplicating-an-existing-product-to-test-your-new-payment" id="step-2-duplicating-an-existing-product-to-test-your-new-payment"></a>

You can keep it **UNPUBLISHED**, so it's not visible to customers during testing process.

### Step 3: Assign your testing product to Subscription Plan <a href="#step-3-assign-your-testing-product-to-subscription-plan" id="step-3-assign-your-testing-product-to-subscription-plan"></a>

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/04/subscription-plan-example-1.png)

### Step 4: Create a few test transactions and review the generated orders on <a href="#step-4-create-a-few-test-transactions-and-review-the-generated-orders-on" id="step-4-create-a-few-test-transactions-and-review-the-generated-orders-on"></a>

* Subscriptions Tab:

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/5.2.png)

* Subscription Detail Tab:
* ![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/5.3.png)Order Tab:

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/5.4.png)

* Order Detail Tab:

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/5.5.png)

### Step 5: Remember to turn the test mode on Shopify Payments on <a href="#step-5-remember-to-turn-the-test-mode-on-shopify-payments-on" id="step-5-remember-to-turn-the-test-mode-on-shopify-payments-on"></a>

**(Shopify Admin -> Settings -> Shopify Payments)**

![test-mode](http://wiki.bsscommerce.com/wp-content/uploads/2021/04/test-mode.png)

### Step 6: Login as a test customer on the front-end of your website to view your customer portal and take some actions to check everything working properly. <a href="#step-6-login-as-a-test-customer-on-the-front-end-of-your-website-to-view-your-customer-portal-and-ta" id="step-6-login-as-a-test-customer-on-the-front-end-of-your-website-to-view-your-customer-portal-and-ta"></a>

\*Note: Depends on the different type of theme. The position of the "My Subscriptions" button may be different. If you want to change it to another position, please contact us for help.

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/5.6.png)

* On Subscription Management Page:

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/5.7.png)

* On Subscription Detail:

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/5.8.png)

If you have further questions, feel free to contact us at [**support-sbc@bsscommerce.com**](mailto:support-sbc@bsscommerce.com)**.**


# How admin can manage the subscriptions?

Navigate to **Admin Dashboard -> Subscriptions** to manage your customers' subscription

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/abc2.png)

On each subscription, Admin can do:

* Skip Installment: skip the next billing date
* Cancel: cancel the subscription plan
* Pause: pause the subscription plan
* Update Payment Method: an email will be sent to customers' email to change the payment method

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/6.2.png)

If you have further questions, feel free to contact us at [**support-sbc@bsscommerce.com**](mailto:support-sbc@bsscommerce.com)**.**


# How do admin view and manage the subscription metrics, revenue, and growth?

Navigate to the Subscription App Admin Dashboard -> Dashboard section to see the subscriptions metrics.

Once entered the dashboard, the admin can choose a specific time period from the button on the top right corner. The dashboard then proceeds to display the information within that period.

![subscription-dashboard-select-time-period](http://wiki.bsscommerce.com/wp-content/uploads/2021/06/Subscription-1.png)

Once the popup for setting time appears, you can either pick a specific start/ end date, or choose from the preset menu list of time periods. You can also set the time period for how many days up to or from the present day that you want to apply.

After configuring the time period, click on the button Apply.

![time-period-popup](http://wiki.bsscommerce.com/wp-content/uploads/2021/06/choosing-time-period.png)

The dashboard will give you the overview information of your subscriptions, like the total number of orders and your order revenue, total canceled subscriptions, and the average order value.

![general-information](http://wiki.bsscommerce.com/wp-content/uploads/2021/06/General-information.png)

You can also check how well your subscriptions sold over the last week, month or year by viewing the order/subscription amount bar charts, and the daily/weekly/monthly/yearly interval subscriptions subscribed by customers.

![historic-data](http://wiki.bsscommerce.com/wp-content/uploads/2021/06/history.png)

The estimation metrics will also help you a great deal by giving you the next 7 days/ 30 days/ 90 days revenue estimation, and show a graphical comparison between the estimated revenue and the history revenue so you will know if you have reached your goals or not.

![estimated-information](http://wiki.bsscommerce.com/wp-content/uploads/2021/06/estimated-information.png)

If you have further questions, feel free to contact us at [**support-sbc@bsscommerce.com**](mailto:support-sbc@bsscommerce.com)**.**


# How to apply a discount code to Subscription Products?

NOTE: There are 2 types of discount

* Discount Code: Fully supported by Shopify. You can create and manage discount code directly on Shopify Portal
* Automatic Discount: Have not supported yet

Let me guide you through a simple example to set up "a discount percentage" for a specific product

### Step 1: <a href="#step-1" id="step-1"></a>

Come to **Shopify Admin -> Discounts -> Create Discount**

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/7.1.png)

### Step 2: <a href="#step-2" id="step-2"></a>

Select **Discount Code**

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/7.2.png)

### Step 3: <a href="#step-3" id="step-3"></a>

Setting up your discount code rule

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/7.3.png)

### Step 4: <a href="#step-4" id="step-4"></a>

With Subscription Discount Code. You can choose to apply it to

* Just first payment of your customer subscription
* Multiple recurring payments. If you select this option, there will be another text box for you to enter the number of payments accepted discount code
* All recurring payments

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/7.4.png)

### Step 5: <a href="#step-5" id="step-5"></a>

Go to our app, navigate to the selling plan section. You can edit the description as you want to notify your customers about the discount

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/7.5.png)

### Step 6: <a href="#step-6" id="step-6"></a>

Recheck on the frontend product page.

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/7.6.png)

If you need any support, drop us a line on the Chat section or email via [**support-sbc@bsscommerce.com**](mailto:support-sbc@bsscommerce.com)**.**


# How to create a subscription plan?

The process is very easy. After you install our app, please come to the **Dashboard Admin -> Subscription Plans** to start to create a subscription plan followed by these steps:

### Step 1: <a href="#step-1" id="step-1"></a>

Subscriptions Plans -> click button **"Create new subscription plan"**

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/04/sub-123.png)

### Step 2: <a href="#step-2" id="step-2"></a>

You will be redirected to a new window that will let you fill in the required information to create a subscription plan

\*Remember to enable the app to make functions working on your storefront on **Settings**

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/04/sub-1234.png)

### Step 3: <a href="#step-3" id="step-3"></a>

In the **General Information** section:

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/04/Screenshot_3.png)

* **Name:** The name of the selling plan shown to customers on the product page
* **Title:** Shown on Product Page, give customers more details about Selling Plan

### Step 4: <a href="#step-4" id="step-4"></a>

In the **Plan** section:

* **Plan Name:** Displayed on Cart & Checkout
* **Label:** Label of plan selector on product page
* **Position:** in case you have any plan, this setting will be used to sort order
* **Description:** Give more details about your selling plan

![subscription-plan-editing](http://wiki.bsscommerce.com/wp-content/uploads/2021/04/subscription-plan-editing.png)

* **Pricing policy:** Define your subscription plan's price
  * **Set a fixed price:** Customers will make a subscription with this fixed price. For Example: 30$, 40$,...
  * **Percentage Off (%):** Customers will make a subscription with the discount percentage of your products. For Example Product A, B, C prices are 20$, 30$, 40$ in order. If you set the value equal to 20%, your customers will purchase with the price 16$, 24$, 32$
  * **Amount Off:** Customers will make a subscription with a sale discount on your products. For Example Product A, B, C prices are 20$, 30$, 40$ in order. If you set the value equal to 10$, your customers will purchase with the price 10$, 20$, 30$

![pricing-policy](http://wiki.bsscommerce.com/wp-content/uploads/2021/04/pricing-policy.png)

* **Frequency Policy:** define the recurring payment as days/weeks/months/years

![frequency-policy](http://wiki.bsscommerce.com/wp-content/uploads/2021/04/Frequency-Policy.png)

* You can add as many plans as you needed and delete them as well

### Step 5: <a href="#step-5" id="step-5"></a>

In the **Select Products** section, add your products to this subscription plan

![Select-products](http://wiki.bsscommerce.com/wp-content/uploads/2021/04/Select-products.png)

You can select per variant

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/S3selectpervariant.png)

### Step 6: <a href="#step-6" id="step-6"></a>

Save the subscription plan with the "**Save**" button

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/Image-6.png)

Congrats! Your first subscription has been created. Please recheck it on your product page:

![](http://wiki.bsscommerce.com/wp-content/uploads/2021/02/Image-7.png)

**Note:** For **FREE** plan, you can create only 1 subscription plan. Please upgrade to **Paid** plans (Starter, Pro and Advanced) to create and manage more subscription plans.

![pricing-plan](http://wiki.bsscommerce.com/wp-content/uploads/2021/04/pricing-plans.png)

If you have further questions, feel free to contact us at [**support-sbc@bsscommerce.com**](mailto:support-sbc@bsscommerce.com)**.**


# Help Center

Get the answers you need, when you need them.

The **Help Center** is your go-to resource for guidance on using the app, troubleshooting issues, and mastering features. Browse step-by-step articles, explore FAQs, or reach out for direct support, all in one place. Whether you're onboarding or optimizing, the Help Center keeps you supported every step of the way.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Shopify Subscription Billing Error Codes: Meaning & How to Fix

Troubleshoot common subscription payment errors and failed billing attempts

### 1. Introduction

Subscription billing attempts may occasionally fail due to issues with payment methods, banking providers, customer information, inventory availability, or temporary system interruptions. These errors can be found within the Subscription Contract details in TA Subscriptions App, where merchants can manage subscriptions and review billing activity. In some cases, related payment or subscription status information may also be visible to customers through the Customer Portal.

This guide is intended for merchants who want to understand the most common subscription billing errors, what they mean, and how to resolve them. Some issues can be recovered automatically through retry attempts, while others may require action from the customer or updates to store settings.

Use the reference table below to quickly identify an error and its recommended solution. If you still have questions after reviewing this guide, feel free to contact our support team for further assistance.

### 2. Common Subscription Payment Errors

#### a. Payment Authentication Errors

These errors occur when additional customer verification is required before a payment can be processed.

| Error Code                | Meaning                                                | What You Can Do                                                                   |
| ------------------------- | ------------------------------------------------------ | --------------------------------------------------------------------------------- |
| `AUTHENTICATION_ERROR`    | An error occurred during payment authentication.       | Ask the customer to try the payment again and complete any required verification. |
| `AUTHENTICATION_FAILED`   | Payment authentication failed.                         | Ask the customer to retry the payment and complete authentication again.          |
| `AUTHENTICATION_REQUIRED` | Additional authentication is required.                 | Ask the customer to verify the payment before billing can continue.               |
| `EXPIRED_BUYER_ACTION`    | The required customer action expired.                  | Ask the customer to complete the payment process again.                           |
| `OFF_SESSION_REJECTED`    | Customer approval is required to complete the payment. | Ask the customer to complete payment verification.                                |

#### b. Card & Payment Method Errors

These errors are related to invalid, expired, unsupported, or missing payment methods.

| Error Code                     | Meaning                                                         | What You Can Do                                                                                                                                                                                                         |
| ------------------------------ | --------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `CARD_NUMBER_INCORRECT`        | The card number is incorrect.                                   | Ask the customer to update their payment details.                                                                                                                                                                       |
| `INCORRECT_NUMBER`             | The card number entered is incorrect.                           | Ask the customer to update their card details.                                                                                                                                                                          |
| `INVALID_NUMBER`               | The card number is invalid.                                     | Ask the customer to update their payment details.                                                                                                                                                                       |
| `EXPIRED_CARD`                 | The customer's card has expired.                                | Ask the customer to update their card information.                                                                                                                                                                      |
| `EXPIRED_PAYMENT_METHOD`       | The saved payment method has expired.                           | Ask the customer to add a new payment method.                                                                                                                                                                           |
| `INVALID_EXPIRY_DATE`          | The card expiry date is invalid.                                | Ask the customer to update their card information.                                                                                                                                                                      |
| `INVALID_PAYMENT_METHOD`       | The payment method is invalid.                                  | Ask the customer to add a new payment method. Please see the methods supported by Shopify [here](https://help.shopify.com/en/manual/products/purchase-options/subscriptions/shopify-subscriptions/considerations)       |
| `PAYMENT_METHOD_NOT_FOUND`     | The saved payment method could not be found.                    | Ask the customer to add their payment method again.                                                                                                                                                                     |
| `PAYMENT_METHOD_NOT_SPECIFIED` | No payment method is attached to the subscription.              | Ask the customer to add a payment method.                                                                                                                                                                               |
| `PAYMENT_METHOD_UNSUPPORTED`   | This payment method type is not supported.                      | Ask the customer to use another payment method. Please see the methods supported by Shopify [here](https://help.shopify.com/en/manual/products/purchase-options/subscriptions/shopify-subscriptions/considerations).    |
| `PURCHASE_TYPE_NOT_SUPPORTED`  | Subscription payments are not supported by this payment method. | Ask the customer to use another payment method. Please see the methods supported by Shopify [here](https://help.shopify.com/en/manual/products/purchase-options/subscriptions/shopify-subscriptions/considerations)     |
| `INVALID_PURCHASE_TYPE`        | The payment method does not support this purchase type.         | Ask the customer to use a different payment method. Please see the methods supported by Shopify [here](https://help.shopify.com/en/manual/products/purchase-options/subscriptions/shopify-subscriptions/considerations) |

#### c. Card Issuer & Bank Declines

These errors are returned by the customer's bank or card issuer.

| Error Code                   | Meaning                                         | What You Can Do                                                                                                                                                                                                                           |
| ---------------------------- | ----------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `CARD_DECLINED`              | The card was declined.                          | Ask the customer to use another card or contact their bank.                                                                                                                                                                               |
| `PAYMENT_METHOD_DECLINED`    | The payment method was declined.                | Ask the customer to contact their bank or use another payment method. Please see the methods supported by Shopify [here](https://help.shopify.com/en/manual/products/purchase-options/subscriptions/shopify-subscriptions/considerations) |
| `DO_NOT_HONOR`               | The card issuer declined the transaction.       | Ask the customer to contact their bank or use another card.                                                                                                                                                                               |
| `CALL_ISSUER`                | The card issuer requires customer verification. | Ask the customer to contact their bank.                                                                                                                                                                                                   |
| `RETRY_DECLINED`             | A retry attempt was declined.                   | Ask the customer to update their payment method before retrying.                                                                                                                                                                          |
| `TRANSACTION_LIMIT_EXCEEDED` | The transaction exceeds the cardholder's limit. | Ask the customer to contact their bank or use another payment method.                                                                                                                                                                     |
| `INSUFFICIENT_FUNDS`         | The customer does not have enough funds.        | Ask the customer to add funds or use another payment method, then retry.                                                                                                                                                                  |

#### d. Customer Information Errors

These errors occur when customer, billing, or shipping information is invalid.

| Error Code                           | Meaning                                             | What You Can Do                                                     |
| ------------------------------------ | --------------------------------------------------- | ------------------------------------------------------------------- |
| `CUSTOMER_INVALID`                   | Customer information is invalid.                    | Confirm that the customer account and subscription are still valid. |
| `CUSTOMER_NOT_FOUND`                 | Customer record could not be found.                 | Verify that the customer still exists in Shopify.                   |
| `INVALID_CUSTOMER_BILLING_AGREEMENT` | The billing agreement is invalid.                   | Ask the customer to re-authorize their subscription.                |
| `INVALID_BILLING_ADDRESS`            | The billing address is invalid.                     | Ask the customer to update their billing information.               |
| `INCORRECT_ADDRESS`                  | The billing address does not match payment records. | Ask the customer to update their billing address.                   |
| `INVALID_SHIPPING_ADDRESS`           | The shipping address is missing or invalid.         | Ask the customer to update their shipping address.                  |
| `INCORRECT_ZIP`                      | The ZIP/postal code is incorrect.                   | Ask the customer to update their billing address.                   |

### e. Inventory & Product Configuration Errors

These errors occur when products cannot be billed or fulfilled properly.

| Error Code                        | Meaning                                               | What You Can Do                                                           |
| --------------------------------- | ----------------------------------------------------- | ------------------------------------------------------------------------- |
| `INSUFFICIENT_INVENTORY`          | Not enough inventory is available.                    | Restock the product or reschedule the order.                              |
| `INVENTORY_ALLOCATIONS_NOT_FOUND` | No inventory location is available.                   | Make sure the product is assigned to an active inventory location.        |
| `FREE_GIFT_CARD_NOT_ALLOWED`      | Gift cards must have a value greater than zero.       | Remove free gift cards from the subscription configuration.               |
| `AMOUNT_TOO_SMALL`                | The amount is below the minimum charge allowed.       | Increase the charge amount before retrying.                               |
| `AMOUNT_TOO_LARGE`                | The amount exceeds the limit for this payment method. | Ask the customer to use another payment method or reduce the order value. |
| `INVALID_CURRENCY`                | The currency is not supported.                        | Use a supported currency or payment method.                               |

### f. Store & Payment Provider Configuration Errors

These errors are caused by store settings, payment gateways, or merchant account configuration.

| Error Code                                        | Meaning                                                            | What You Can Do                                                                                                                                                                                                                  |
| ------------------------------------------------- | ------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `PAYMENT_PROVIDER_IS_NOT_ENABLED`                 | No payment provider is enabled.                                    | Make sure a supported payment provider is active in Shopify. Please see the methods supported by Shopify [here](https://help.shopify.com/en/manual/products/purchase-options/subscriptions/shopify-subscriptions/considerations) |
| `PAYMENT_PROVIDER_ERROR`                          | The payment provider returned an error.                            | Wait a few hours and try billing again.                                                                                                                                                                                          |
| `PAYMENT_METHOD_INCOMPATIBLE_WITH_GATEWAY_CONFIG` | The payment method is incompatible with the current gateway setup. | Check your payment gateway configuration.                                                                                                                                                                                        |
| `MERCHANT_ACCOUNT_ERROR`                          | There is an issue with the merchant account configuration.         | Check your payment provider settings in Shopify.                                                                                                                                                                                 |
| `PAYPAL_ERROR_GENERAL`                            | PayPal returned an error.                                          | Check your PayPal account settings and retry later.                                                                                                                                                                              |
| `TEST_MODE`                                       | A live payment was attempted while the gateway is in test mode.    | Disable test mode before retrying the charge.                                                                                                                                                                                    |
| `NON_TEST_ORDER_LIMIT_REACHED`                    | The development store order limit has been reached.                | Upgrade the store or use a test payment gateway.                                                                                                                                                                                 |

### g. Fraud, Processing & System Errors

These errors are usually temporary or require manual review.

| Error Code                      | Meaning                                              | What You Can Do                                                              |
| ------------------------------- | ---------------------------------------------------- | ---------------------------------------------------------------------------- |
| `FRAUD_SUSPECTED`               | The payment was flagged as suspicious.               | Review the order before retrying the charge.                                 |
| `MERCHANT_RULE`                 | The transaction was blocked by a merchant rule.      | Review any fraud filters or payment restrictions.                            |
| `CONFIRMATION_REJECTED`         | Payment confirmation was rejected.                   | Retry later or ask the customer to try again.                                |
| `CANCELLED_PAYMENT`             | The payment was canceled.                            | Ask the customer to retry the payment.                                       |
| `BUYER_CANCELED_PAYMENT_METHOD` | The customer canceled payment authorization.         | Ask the customer to authorize the payment method again.                      |
| `GENERIC_ERROR`                 | An unspecified payment error occurred.               | Wait a few hours and try billing again.                                      |
| `PROCESSING_ERROR`              | The payment provider encountered a processing issue. | Wait a few hours and try billing again.                                      |
| `TRANSIENT_ERROR`               | A temporary system issue occurred.                   | Wait a few hours and try billing again.                                      |
| `UNEXPECTED_ERROR`              | An unexpected error occurred.                        | Please retry later. If the issue continues, please contact our support team. |
| `INVOICE_ALREADY_PAID`          | The invoice has already been paid.                   | Check the billing history before creating another charge.                    |

### 3. Tips to Reduce Failed Payments

#### a. Using Features Available in TA Subscriptions App

* Enable Dunning & Retry Logic: Configure automatic payment retries to recover temporary failures such as insufficient funds, declined payments, or temporary gateway issues.
* Send Reminder Emails Before Billing: Enable the Upcoming Order Reminder email to notify customers before their next billing date, helping them prepare funds and avoid missed payments.
* Encourage Customers to Update Payment Methods: Enable the Customer Portal so customers can easily update their payment methods, shipping details, and subscription information when needed.
* Monitor Failed Payments Regularly: Review failed billing attempts and subscription statuses regularly to identify recurring issues and take action before subscriptions are canceled.

#### b. Best Practices to Share with Your Customers

* Keep Payment Methods Up to Date: Encourage customers to update expired or replaced cards as soon as possible to prevent failed renewals.
* Ensure Sufficient Funds Before Renewal: Remind customers to maintain sufficient funds in their account before upcoming billing dates, especially for high-value subscriptions.
* Verify Billing & Shipping Information: Ask customers to keep their billing and shipping addresses accurate and up to date to avoid renewal and fulfillment issues.
* Use Payment Methods That Support Recurring Billing: Some prepaid, debit, or regional payment methods may not support subscription payments. Encourage customers to use payment methods that allow recurring charges.
* Contact Their Bank if Payments Are Declined: If a payment is repeatedly declined, customers may need to contact their bank to approve recurring subscription transactions or remove spending restrictions.
* Complete Any Required Payment Authentication: Some banks require additional verification for subscription payments. Customers should complete any authentication requests promptly to avoid billing failures.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# FAQs

Quick answers. Clear solutions.

The **FAQs** section tackles the most common questions about setup, subscriptions, billing, widgets, and more. It’s the fastest way to resolve issues, clarify how things work, and keep your business moving without delay.

<details>

<summary>What are your business hours and support availability?</summary>

Our team is available **Monday to Friday**, from **8:30 A.M. to 5:45 P.M. (GMT+7)**. If you contact us outside these hours, replies might take a bit longer due to limited support coverage, but we’ll get back to you as soon as we can!

</details>

<details>

<summary>How can I get help if I run into an issue?</summary>

You can reach out to **our support team** directly via the **in-app chat or email.** We’re always happy to help with any technical issues, setup questions, or general inquiries.

</details>

<details>

<summary>Do you offer onboarding or setup assistance?</summary>

Absolutely! We offer **onboarding support** to help you get started smoothly. Whether it’s configuring subscription plans or customizing widgets, our team can guide you step-by-step.

</details>

<details>

<summary>Can I migrate my existing subscribers to Easto?</summary>

Yes! You can **import your current subscribers** using our **Import feature**. If you need help, our team can assist with the data formatting and migration process.

</details>


# Release notes

Stay up to date with the latest updates and improvements to enhance your subscription management experience.

<details>

<summary>🌟 <strong>[New] Klaviyo Integration Now Available</strong></summary>

Merchants can now connect **TA Subscriptions App** with **Klaviyo** to sync subscription events and customer data in real time.

The integration enables subscription-based marketing automation by sending subscription lifecycle events to Klaviyo, allowing merchants to build personalized email and SMS flows, create customer segments, and automate subscriber communications.

Whether you're onboarding new subscribers, recovering failed payments, or running win-back campaigns, the Klaviyo integration helps you deliver more targeted customer experiences with less manual work.

</details>

<details>

<summary>✨ <strong>[New] Introducing AI Plan Assistant</strong></summary>

Merchants can now use the new **AI Plan Assistant** to create subscription plans faster.

By guiding merchants through the setup process and suggesting the required plan settings, AI Plan Assistant reduces manual configuration and helps get subscription offers ready in just a few steps.

Whether you're new to subscriptions or creating a new offer, AI Plan Assistant makes plan setup simpler and more intuitive.

</details>

<details>

<summary>🌱 <strong>[New] Special Subscription Templates now available</strong></summary>

Create a more beautiful and high-converting subscription experience instantly.

Merchants can now access a new collection of special subscription widget templates designed to make subscription offers more eye-catching and engaging.

These templates come with modern layouts, flexible customization options, and optimized designs to better match your storefront branding.

By upgrading the visual experience of subscription widgets, merchants can attract more subscribers, improve customer trust, and drive higher recurring revenue.

</details>

<details>

<summary>🔥 <strong>[Improvement] Refreshed release note format</strong></summary>

Release notes now come with a cleaner and more structured reading experience.

We’ve updated the release note format to make product updates easier to scan, understand, and follow.

The new format highlights key improvements more clearly, helping merchants quickly identify impactful changes and new features.

</details>

<details>

<summary>🌟 <strong>[Changed] Updated default email sender domain</strong></summary>

Subscription emails now use a new default sender address for improved email consistency.

The default sender email has been updated from **<no-reply@email-bsscommerce.com>** to **<no-reply@tech-arms.io>.**

This change helps create a more consistent brand identity and improves email delivery reliability for subscription notifications.

</details>

<details>

<summary>🚀 April 29, 2026 – v6.1.1 (Major Release)</summary>

**✨** **Advanced Product Swap Enhancements**

* Expanded Product Swap with support for multiple swap rules and configurable rule priority.
* Added flexible swap structures including 1→N, N→1, and N→N product swaps.
* Introduced 100% discount support for swapped products, allowing replacement items to be offered for free.

</details>

<details>

<summary>🚀 April 1, 2026 – v6.1.0 (Minor Release)</summary>

**✨ Subscription Recovery, Onboarding & Discount Enhancements**

* Added Reactivate Contract to allow merchants to resume cancelled subscriptions directly from the contract detail page.
* Improved onboarding with integrated book-a-call and a simplified plan creation flow for faster setup.
* Enhanced Dynamic Box with per-product tiered discount logic, allowing discounts to scale based on the number of items selected.

</details>

<details>

<summary>🚀 February 5, 2026 – v5.2.0 (Major Release)</summary>

**✨ Subscription Flexibility & Customization Improvements**

* Introduced product swap to allow replacing a product with another at a specific subscription cycle.
* Added Inspect Mode to the Preview Widget for faster and more precise widget customization.
* Improved contract import with clearer guidance to support smoother migrations.
* Expanded Try Before You Buy to allow guest (not logged-in) customers to try before subscribing.

</details>

<details>

<summary>🚀 January 8, 2026 – v5.1.0 (Major Release)</summary>

✨ **Automation, Customer Communication & Dashboard Enhancements**

* Added Auto Tag for smarter order and customer management.
* Introduced a pre-billing reminder email to reduce failed payments.
* Launched Select Gift to enhance subscription experiences.
* Refreshed the Dashboard for clearer insights and easier tracking.

</details>

<details>

<summary>🚀 December 10, 2025 – v5.1.0 (Minor Release)</summary>

**✨ Onboarding, BFCM Preparation & Selling Plan Updates**

* Refined the onboarding flow, including new email onboarding for a guided start.
* Updated the demo store to showcase improved subscription experiences.
* Added Start Date and End Date configuration for selling plans.
* Launched the BFCM campaign and prepared supporting enhancements for higher traffic and performance.

</details>

<details>

<summary>🚀 November 24, 2025 – v5.1.0 (Major Release)</summary>

✨ **Multilingual Feature & Widget Preview**

* Added Multilingual Widget to let you publish translated widget content across markets.
* Introduced Multilingual Portal for localized subscriber experiences.
* Integrated with Shopify Translate & Adapt to ensure synced and consistent language data.
* Enhanced Widget Preview for more accurate, real-time language display.

</details>

<details>

<summary>🚀 November 10, 2025 – v5.1.0 (Major Release)</summary>

✨ **Free Gift Feature**

* Introduced automated Free Gift campaigns to reward loyal subscribers and boost retention.
* Added rule-based gifting options, including order value, quantity, cycle number, and selling plan conditions.
* Enabled multi-product gift campaigns with up to 5 gift items per setup.

  Improved gift display across Product, Cart, and Checkout pages for clear customer visibility.
* Enhanced renewal logic to ensure gifts are added automatically based on qualifying conditions.

</details>

<details>

<summary>🚀 October 14, 2025 – v4.1.0 (Minor Release)</summary>

✨ **Try Before You Buy & Affiliate Discount**

* Launched Try Before You Buy to let customers sample products before committing to a subscription.
* Added Affiliate Discount support to reward referrals and drive more subscription sign-ups.
* Enabled seamless application of discounts and tracking for affiliate partners.

</details>

<details>

<summary>🚀 August 5, 2025 – v4.0.0 (Major Release)</summary>

✨ **Subscription Flow & Build a Box & Widget**

* Renew Flow improvements for a smoother subscription experience.
* Implemented Dunning feature to manage failed payments and reduce cancellations.
* Optimized Box List Page display and navigation.
* Added App Block support for Box customization.
* Introduced widget templates for greater design flexibility.

</details>

<details>

<summary>🚀 July 22, 2025 – v3.11.0 (Minor Release)</summary>

✨ **Analytics & Performance**

* Upgraded logging and distributed tracing with Sentry for better observability.

</details>

<details>

<summary>🚀 July 18, 2025 – v3.10.0 (Minor Release)</summary>

✨ **Contract Feature**

* Completed “Schedule All Cycle” functionality to automate billing cycles.

</details>

<details>

<summary>🚀 July 15, 2025 – v3.9.0 (Minor Release)</summary>

✨ **Analytics & Performance**

* Launched Product Inventory Forecast to anticipate stock needs.

</details>

<details>

<summary>🚀 July 7, 2025 – v3.8.0 (Minor Release)</summary>

✨ **Selling Plan Flow**

* Added plan group preview functionality.
* Enhanced “Follow After Save” workflow for plan groups.

</details>

<details>

<summary>🚀 June 20, 2025 – v3.7.0 (Minor Release)</summary>

✨ **Widget & Selling Plan Flow**

* Added “Duplicate Subscription” widget capability to save setup time.
* Overhauled Selling Plan page with comprehensive UX improvements.

</details>

<details>

<summary>🚀 June 17, 2025 – v3.6.0 (Minor Release)</summary>

✨ **Build a Box**

* Enhanced Box Detail Page UI/UX for a more intuitive experience.

</details>

<details>

<summary>🚀 June 14, 2025 – v3.5.0 (Minor Release)</summary>

✨ **Analytics & Performance**

* Optimized webhook processing to handle high traffic volumes.

</details>

<details>

<summary>🚀 June 12, 2025 – v3.4.2 (Patch Release)</summary>

🐛 **Bug Fix**

* Resolved issues with pagination and filtering in contract management.

</details>

<details>

<summary>🚀 June 5, 2025 – v3.4.1 (Patch Release)</summary>

🐛 **Bug Fix**

* Fixed query error when fetching “upcoming” data beyond a 10-year range.

</details>

<details>

<summary>🚀 Mar 24, 2025 - v5.3.0 (Minor Release)</summary>

**✨ Payment Information Management**

* Enhanced payment method update flow
* Improved payment information validation

**✨ Checkout Experience Enhancement**

* Improved checkout link generation
* Enhanced checkout flow reliability

</details>

<details>

<summary>🚀 Mar 21, 2025 - v5.1.0 (Minor Release)</summary>

**✨ All-Lines Discount Contract**

* Introduced comprehensive discount management
* Support for multi-line contract discounts

</details>

<details>

<summary>🚀 Mar 18, 2025 - v5.0.0 (Major Release)</summary>

**✨ Selling Plan Management Revolution**

* Completely redesigned the selling plan interface
* New storefront position management system
* Advanced cycle management with min/max limits
* Cycle-specific recurring policy support

</details>

<details>

<summary>🚀 Mar 04, 2025 - v4.0.0 (Major Release)</summary>

**✨ User Experience Enhancement**

* Revamped subscription widget interface
* New comprehensive setup guide
* Enhanced documentation and tutorials

</details>

<details>

<summary>🚀 Feb 28, 2025 - v3.0.0 (Major Release)</summary>

✨ **Update & Customize Subscription Forms**

* Added new layout options for subscription forms.
* Customize colors, fonts, and placement to match your store's style.
* Improved UX/UI to boost conversion rates.

</details>

<details>

<summary>🚀Feb 17, 2025 - v2.2.0 (Minor Release)</summary>

🔄 **Updated Release Frequency & Billing Cycles**

* Flexible subscription frequency options (weekly, monthly, quarterly).
* Set maximum and minimum cycle limits for subscription plans.
* Enhanced recurring payment processing for better reliability.

</details>

<details>

<summary>🚀 Feb 16, 2025 - v2.1.0 (Minor Release)</summary>

📅 **Improved Past & Upcoming Order Management**

* Detailed transaction history for better order tracking.
* Preview upcoming orders, allowing customers to manage their subscriptions proactively.
* Optimized performance for displaying order lists in the Customer Portal.

</details>

<details>

<summary>🚀 Jan 31, 2025 - v2.0.0 (Major Release)</summary>

📊 **Enhanced Subscription Analytics Dashboard**

* New dashboard with key subscription insights.
* Reports on renewal rates and cancellations.
* Visual charts to track recurring revenue performance.

</details>

<details>

<summary>🚀 Jan 17, 2025 - v1.3.0 (Minor Release)</summary>

💰 **Updated Contract Price Management**

* Admins can adjust subscription pricing without affecting existing contracts.
* Customers receive automated price change notifications via email.
* Added options for automatic price adjustments over time.

</details>

<details>

<summary>🚀 Jan 09, 2025 - v1.2.0 (Minor Release)</summary>

🎨 **Improved UI & Email Notifications**

* Refreshed UI for better subscription management.
* Customizable email notification content for customers.
* Faster loading speed for the admin dashboard.

</details>

<details>

<summary>🛠️ Jan 06, 2025 - v1.1.1 (Hotfix Release)</summary>

🐞 **Hotfix - Fixed Upcoming Billing Date Issue**

* Resolved incorrect next billing date calculations.
* Improved accuracy for payment reminders.

</details>

<details>

<summary>🚀 Jan 02, 2025 - v1.1.0 (Minor Release)</summary>

🚚 **Updated Delivery Method & Shipping Address**

* Customers can now update their shipping address directly from the subscription settings.
* More flexible delivery method options.

</details>

<details>

<summary>🚀 Dec 24, 2024 - v1.0.0 (Major Release)</summary>

🔥 **Customer Account UI Extension & Billing Cycle Management**

* Introduced the Customer Account UI Extension for easier subscription management.
* Enhanced billing cycle management for greater flexibility.
* Bug fixes and performance optimizations for CMS management.

</details>

💡 **Have feedback or feature requests?** Let us know how we can improve [**TA Subscriptions App**](https://tally.so/r/rjak85) to better suit your needs! 🚀

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Privacy Policy

## 1. Introduction

TA Subscriptions App (hereinafter referred to as “we,” “us,” or “our”) is a partner of Shopify Inc. Our primary objective is to provide Shopify Apps (the “App”) and offer relevant consulting and support services (the “Services”) to merchants who rely on Shopify to power their online stores. This Privacy Policy outlines the manner in which we collect, utilize, and share personal information when you install or use the App in conjunction with your Shopify-supported store. It further elucidates your privacy rights and how applicable laws protect you.

## 2. Personal Information the App Collects

Upon installing the App, we automatically gain access to specific types of information from your Shopify account via Shopify APIs, adhering to the Shopify APIs License and Terms of Use. Additionally, we may collect Personal Data about you when you voluntarily provide such information. The collected information may fall into the following categories and sources:

* Your store name and store email address.
* Customers’ email addresses.
* Information we receive when providing technical or customer support for you.

This information is required to deliver specific services. If you choose not to provide the requested information, kindly consider uninstalling our app from your Shopify Stores.

Moreover, when accessing the TA Subscriptions App website (the “Site”), we may employ various technologies to collect personal information, including but not limited to:

* **Cookies:** Data files placed on your device or computer, often containing an anonymous unique identifier. For more information about cookies, including instructions on how to disable them, please visit [http://www.allaboutcookies.org](http://www.allaboutcookies.org/).
* **Log Files:** These files track actions occurring on the Site, collecting data such as your IP address, browser type, Internet service provider, referring/exit pages, and date/time stamps.
* **Web Beacons, Tags, and Pixels:** Electronic files used to record information about how you browse the Site.

## 3. Why Do We Collect Your Personal Information?

We collect your data for the following reasons:

* To generate and save app configurations for your store.
* To maintain contact with you to resolve any issues you encounter while using our app.
* To facilitate the execution of various features within our app.
* To provide you with information or advertising related to our products or services.

## 4. Information Storage and Privacy Commitment

Your personal and customer data will be stored on the servers of TA Subscriptions App in the United States, utilizing the Linode system, until you submit a cancellation request or uninstall our app from your store.

TA Subscriptions App is steadfast in ensuring the security and confidentiality of your data. We employ the latest technologies and software to deter data theft, unauthorized access, and disclosure, thereby safeguarding all the information we collect online. However, please be aware that no method of transmission over the internet or electronic storage is completely secure.

## 5. Our Cookies Policy

Cookies are small text files created when users visit websites, improving the user experience by remembering login information, theme selections, preferences, and other custom functions. We employ cookies for the following purposes:

* **Strictly Necessary Cookies:** These are essential for the operation of our website and enable you to navigate and use its features.
* **Performance and Analytics Cookies:** These cookies help us understand how visitors interact with our website, allowing us to improve its performance.
* **Functionality Cookies:** These cookies are used to recognize you when you return to our website and personalize content for you.

## 6. Links to Other Websites

While our app may contain links to other websites, please be advised that we do not have control over these external websites. Therefore, we cannot assume responsibility for the protection and privacy of any information you provide while visiting such sites. Furthermore, these external websites are not governed by this privacy statement, so it is advisable to exercise caution and review the privacy statement relevant to the respective website.

## 7. Summary of Your Rights Under

### 7.1. GDPR European Privacy Rights

If you are a resident of the European Economic Area, you possess the following rights:

* Right to be informed: You have the right to know whether we hold your Personal Information and the purpose for which your Personal Information is processed.
* Right of access: You are entitled to obtain a copy of your Personal Information, along with an explanation of the categories of Personal Information being processed, the purposes of such Processing, and the details of third parties to whom the Personal Information may have been disclosed.
* Right to rectification: You have the right to correct/update your Personal Information available with us.
* Right to erasure: You are entitled to have your Personal Information erased from our customer relationship management (CRM) databases. It is important to note that we may need to retain certain Personal Information about you for legal and internal business reasons, such as fraud prevention. We will retain your Personal Information for as long as necessary to provide you with the websites and apps you are eligible to use and as needed to comply with our legal obligations and enforce our agreements.
* Right to data portability: You are entitled to obtain and reuse your Personal Information. You can either obtain the Personal Information from us or provide it to a third party if you so wish, or request us to transfer your Personal Information directly to a third party.
* Right to object/restrict Processing or both: You have the right to object/restrict the Processing of your Personal Information in certain circumstances, including situations where the Personal Information is inaccurate (during the period when we verify the Personal Information), when the Personal Information is no longer required for the intended purpose of Processing, or in connection with direct marketing. You can prevent or discontinue marketing communications by checking certain boxes on the forms used to collect your Personal Information, or by utilizing opt-out mechanisms in the emails we send you. You also have the right not to be subject to a decision based solely on automated Processing, including profiling, which produces legal effects that significantly affect you.

In these cases, we will retain minimal Personal Information to record your choice of opting out from further contact. For exercising any of the aforementioned rights, please contact us at [**support@tech-arms.io**](mailto:support@tech-arms.io)**.**

### 7.2. California Privacy Rights

If you are a resident of California, please note the following details regarding the personal information we collect about you and your rights under the California Consumer Privacy Act (CCPA):

Subject to certain limitations, the CCPA provides you with the following rights:

* Right to access: You have the right to request access to details on the categories or specific pieces of personal information we collect and/or sell, including how we use and disclose this information, and to whom we may sell it.
* Right to deletion: You can request the deletion of any of your personal information.
* Right to opt-out: You have the right to opt-out of any “sale” of your personal information that may occur.
* Right to non-discrimination: We will not discriminate against you for exercising any of the above rights.

To exercise your California privacy rights under the CCPA, please send us an email. We will verify your request using information associated with your account, including your email address. Further identification may be required. You may also designate an authorized representative to act on your behalf.

### 7.3. Nevada Privacy Rights

Nevada law obliges us to offer certain Nevada residents the option to opt-out of the “sale” of “personally identifiable information,” as defined by Nevada law. We do not engage in such activities. However, if you are a Nevada resident who has purchased goods or services from us, you may submit a request under Nevada law to opt-out of any potential future sales by emailing [**support@tech-arms.io**](mailto:support@tech-arms.io)**.**

## CONTACT US

If you have any questions about Our App or this Privacy Policy, please contact us by email at [**support@tech-arms.io**](mailto:support@tech-arms.io), by post at *20F, Viwaseen Tower, 48 To Huu Str, Trung Van Ward, Nam Tu Liem Dist., Hanoi, Viet Nam*. Please ensure that your query is clear, particularly if it is a request for information about the data we hold about you.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Special Groups Policy

For Early Birds and Early Adopters of TA Subscriptions App

At different stages of TA Subscriptions App, certain users joined under specific promotional or legacy conditions. To ensure transparency and fairness, we maintain dedicated policies for these special groups.

This page provides a high-level overview. For full details, please refer to the corresponding policy page linked below.

### 🐣 Previous versions

Early Bird users and Early Adopter users are merchants who joined TA Subscriptions App during earlier stages of our product development. These groups may retain specific benefits such as legacy pricing structures, original quota calculations, or early feature access based on the terms available at the time of their signup. We maintain dedicated policies for each group to ensure transparency, fairness, and clarity as the product continues to evolve.

{% tabs %}
{% tab title="Early Bird" %}
**Early Bird Users**

Early Bird users joined TA Subscriptions App during our early access period (before 2:30PM 26/08/2025, GMT+7).

They may receive:

* Preferential or locked-in pricing
* Access to selected beta features
* Special eligibility conditions defined at the time of signup

👉 View full policy: [**Early Bird User Policy**](/resources/special-groups-policy/early-bird-user-policy)

This page explains eligibility criteria, pricing lock-in conditions, plan change implications, and feature access rules.
{% endtab %}

{% tab title="Early Adopter" %}
**Early Adopters Users**

Early Adopters users joined TA Subscriptions App during our promotional launch period (before 11:00 AM 02/03/2026, GMT+7).

They may retain:

* Legacy pricing structures
* Previous quota calculation formulas
* Access to features tied to their original plan

👉 View full policy: [**Early Adopter User Policy**](/resources/special-groups-policy/early-adopter-user-policy)

This page details how legacy pricing is protected, what happens when switching plans, and how quota calculations are handled.
{% endtab %}
{% endtabs %}

### 🚀 Current Version

TA Subscriptions App is currently free to install and use under our latest version.

Some advanced features are temporarily not enabled by default. This allows our team to continue refining and improving them before broader release.

{% tabs %}
{% tab title="Feature Request" %}
**Early Access Program**

You may request access to these advanced features.

During this phase:

* Access is available upon request
* We provide demos or onboarding guidance if needed
* We kindly ask participating users to share feedback and leave a review to help us improve

Your feedback plays an important role in shaping future updates and ensuring feature stability.

If you’d like to explore these features, please contact our team.

👉 [**Reach out to request access, book a demo, or share your thoughts.**](https://calendly.com/easto-support/30min)
{% endtab %}

{% tab title="Reinstallation Policy" %}
**Reinstallation & Plan Eligibility**

Users belonging to the Early Bird or Early Adopters groups retain their benefits only while maintaining continuous installation of TA Subscriptions App.

If a user from either group:

* Uninstalls the app, and
* Reinstalls at a later time

They will automatically be moved to the **latest version** of the app and the current feature structure.

This means:

* Previous special pricing (if applicable) will no longer apply
* Legacy quota calculations will no longer be preserved
* Access will follow the current version’s policies and feature availability

This policy ensures fairness and consistency across all users as the platform evolves.

If you are unsure about the impact of uninstalling, we strongly recommend contacting our support team before taking action.
{% endtab %}
{% endtabs %}

### ❓Why These Policies Exist

As TA Subscriptions App evolves, pricing structures and feature packaging may change. However, we are committed to:

* Honoring commitments made at the time of signup
* Providing clear migration paths when updates occur
* Ensuring fairness between legacy and new users

If you're unsure which group you belong to, please contact our support team for clarification.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Early-Bird User Policy

A tribute to the early supporters of TA Subscriptions App!

We truly appreciate the support of our early adopters. As we move forward with the official launch of **TA Subscriptions App’s new pricing plans**, we want to make sure you clearly understand **the policy for early-bird users**.

## 1. Who are Early-bird Users? 🐣

Early-bird users are merchants who started using TA Subscriptions App before the official pricing plans were released on 2:30PM 26/08/2025 (GMT+7).

* They installed and used the app under previous versions, when lifetime free access was offered.
* They are now recognized as our earliest supporters and will continue to enjoy free access under the new policy.
* As early-bird users, they keep premium support and all features included in the Free Plan, with unlimited revenue cap, for life.

✨ *In short: if you were with us before pricing plans launched, you’re an early-bird user.*

## 2. Perks for Early-bird users 🎁

### a. Free Lifetime Access

* All early-bird users will continue to enjoy free access to selected current features of TA Subscriptions App.
* There will be no transaction fees or subscription charges applied to your account.
* You’ll enjoy an unlimited revenue cap, just like paid users.

### b. Support Policy

* Early-bird users will receive the premium support like paid users.
* This includes access to our Knowledge Base, troubleshooting help, and direct support from our team.

## 3. Uninstall and Reinstall Policy ⚙️

* If you keep the app installed before 2:30PM 26/08/2025 (GMT+7), your free access will remain active.
* If you uninstall the app after this time and later reinstall, you will need to subscribe under the new pricing plans.

## 4. Updates and New Features

* Early-bird users will keep receiving updates to all features included in the Free Plan, with no revenue cap.
* New improvements or additions outside the Free Plan will require an upgrade to access.

*👉 In short: Early-bird users get lifetime free access with no fees, premium support - just keep the app installed to retain your perks.*

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***

<br>


# Early-Adopter User Policy

Your pricing hub - choose the plan that fits your scale and goals.

Pick the **monthly plan** that matches your journey. From first steps to subscription success, **TA Subscriptions App** is here to grow with you!

|                 | Free Plan        | Starter Plan | Pro Plan  |
| --------------- | ---------------- | ------------ | --------- |
| Monthly         | $0/mo            | $29/mo       | $99/mo    |
| Transaction Fee | $0/mo            | $0/mo        | $0/mo     |
| Revenue Cap     | Up to $500/month | Unlimited    | Unlimited |

Detailed comparison of the features included in each plan:

1. **General features:**

<table><thead><tr><th width="350">Features</th><th data-type="checkbox">Free Plan</th><th data-type="checkbox">Starter Plan</th><th data-type="checkbox">Pro Plan</th></tr></thead><tbody><tr><td>Multiple Frequencies</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Sell Only as Subscription (Remove one-time Purchase Option)</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Various Subscription Discount Types</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Free Shipping</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Maximum Number of Billings</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Minimum Payments Before Cancellation</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Changing Discount (After X Billings)</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Cut-off period</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Pay As You Go &#x26; Pre-paid Subscription Plans</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Try Before You Buy (new)</td><td>false</td><td>true</td><td>true</td></tr><tr><td>Free Gift (exclusive)</td><td>false</td><td>false</td><td>true</td></tr></tbody></table>

2. **Subscription Management:**

<table><thead><tr><th width="350">Features</th><th data-type="checkbox">Free Plan</th><th data-type="checkbox">Starter Plan</th><th data-type="checkbox">Pro Plan</th></tr></thead><tbody><tr><td>Edit Subscription Shipping Price</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Add subscription discount</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Edit shipping method and shipping address</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Edit payment method</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Add order note and additional details</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Edit billing / delivery frequency</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Skip billing cycle</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Reschedule billing cycle</td><td>true</td><td>true</td><td>true</td></tr></tbody></table>

3. **Premium Features:**

<table><thead><tr><th width="350">Features</th><th data-type="checkbox">Free Plan</th><th data-type="checkbox">Starter Plan</th><th data-type="checkbox">Pro Plan</th></tr></thead><tbody><tr><td>Widget Templates</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Automatic Recurring Payments</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Full Subscription Management</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Failed Payment Retry</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Renewal &#x26; Dunning management</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Quick Checkout Link</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Advanced Analytics</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Build-A-Box</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Support multiple widget templates</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Widget Advanced Customization</td><td>false</td><td>true</td><td>true</td></tr><tr><td>Priority Feature Request</td><td>false</td><td>false</td><td>true</td></tr></tbody></table>

4. **Customization:**

<table><thead><tr><th width="350">Features</th><th data-type="checkbox">Free Plan</th><th data-type="checkbox">Starter Plan</th><th data-type="checkbox">Pro Plan</th></tr></thead><tbody><tr><td>Widget basic customization</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Custom CSS Styling</td><td>false</td><td>true</td><td>true</td></tr><tr><td>Basic theme integration and customization</td><td>false</td><td>true</td><td>true</td></tr><tr><td>Email Customization</td><td>false</td><td>true</td><td>true</td></tr><tr><td>Customer Portal custom CSS</td><td>false</td><td>true</td><td>true</td></tr><tr><td>Customize Customer Portal Texts</td><td>false</td><td>true</td><td>true</td></tr><tr><td>Widget Personalization</td><td>false</td><td>false</td><td>true</td></tr></tbody></table>

5. **Customer Portal:**

<table><thead><tr><th width="350">Features</th><th data-type="checkbox">Free Plan</th><th data-type="checkbox">Starter Plan</th><th data-type="checkbox">Pro Plan</th></tr></thead><tbody><tr><td>Customer Portal</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Subscription Controls</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Change Subscription Frequency</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Customer Portal Permissions</td><td>true</td><td>true</td><td>true</td></tr></tbody></table>

6. **Analytics:**

<table><thead><tr><th width="350">Features</th><th data-type="checkbox">Free Plan</th><th data-type="checkbox">Starter Plan</th><th data-type="checkbox">Pro Plan</th></tr></thead><tbody><tr><td>Product Inventory Forecast</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Revenue Overview &#x26; Analytics</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Subscriptions Overview &#x26; Analytics</td><td>true</td><td>true</td><td>true</td></tr></tbody></table>

6. **Settings:**

<table><thead><tr><th width="350">Features</th><th data-type="checkbox">Free Plan</th><th data-type="checkbox">Starter Plan</th><th data-type="checkbox">Pro Plan</th></tr></thead><tbody><tr><td>Custom Shipping Profile</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Renewal &#x26; Dunning Settings</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Change Email Sender Name</td><td>false</td><td>true</td><td>true</td></tr></tbody></table>

7. **Integration & Migration:**

<table><thead><tr><th width="350">Features</th><th data-type="checkbox">Free Plan</th><th data-type="checkbox">Starter Plan</th><th data-type="checkbox">Pro Plan</th></tr></thead><tbody><tr><td>Shopify Theme Integration</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Data import/export</td><td>false</td><td>true</td><td>true</td></tr><tr><td>Migration from other subscription apps</td><td>true</td><td>true</td><td>true</td></tr><tr><td>APIs &#x26; Webhooks support (Coming soon)</td><td>false</td><td>false</td><td>true</td></tr></tbody></table>

8. **Support:**

<table><thead><tr><th width="350"></th><th data-type="checkbox">Free Plan</th><th data-type="checkbox">Starter Plan</th><th data-type="checkbox">Pro Plan</th></tr></thead><tbody><tr><td>Life-time support</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Remove Watermark</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Custom Integration with internal systems</td><td>false</td><td>false</td><td>true</td></tr></tbody></table>

⚡ **TA Subscriptions App grows as you grow.** Pick your plan, unlock more power, and scale with confidence.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***<br>


# Campaign discounts

Use Campaign Discounts to Save on Your Subscription

### 1. Introduction

From time to time, TA Subscriptions App runs special promotional campaigns for merchants during major occasions such as New Year, Christmas, Black Friday, and other seasonal events.\
These campaigns come with exclusive discount codes that help you save on your subscription plans.

Campaign discount codes are displayed directly inside the app - on banner notifications and on the Pricing Plans page - so you never miss an opportunity to upgrade or renew at a better price.\
Applying the discount is quick and doesn’t require any technical setup.

### 2. Step-by-step Guide

Follow these steps to apply a campaign discount to your subscription plan:

{% stepper %}
{% step %}

#### **Find the campaign discount code**

When a campaign is active, you’ll see a banner displaying the discount code on:

* The **Dashboard**
* The **Pricing Plans** page

Carefully copy the discount code shown in the banner.

<figure><img src="/files/ll64i0BIM2OLfdS5NUng" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### **Choose a subscription plan**

Go to the **Pricing Plans** page and select the plan you want to subscribe to or upgrade to.

Click on **Subscribe with discount code** under the selected plan.

<figure><img src="/files/tWTkqyi98f9owPHgOPgC" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### **Apply the discount code**

A discount field will appear:

1. Paste the copied campaign code into the field
2. Click **Apply**

If the code is valid, the discounted price will be applied immediately.

<figure><img src="/files/N8SGPW0ldKuVQJBeOITi" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### **Complete checkout**

After applying the discount:

* Proceed to **Shopify Checkout**
* Review the discounted price
* Complete the payment as usual

Once checkout is complete, your subscription will be activated with the campaign discount applied.
{% endstep %}
{% endstepper %}

### 3. Tips

💡 **Campaign discounts are time-limited**\
Most campaign codes are only valid for a specific period. Make sure to apply them before they expire.

💡 **One code per subscription**\
Each subscription can only use one discount code at a time. Campaign discounts cannot be combined with other offers.

💡 **Check banners regularly**\
Campaign discount codes are announced via in-app banners — checking your dashboard ensures you don’t miss special deals.

💡 **Apply before checkout**\
Discount codes must be applied **before** completing Shopify Checkout. Once the payment is processed, the discount cannot be added retroactively.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Quota Calculation

Learn how your Free Plan's $500 revenue cap is monitored (for install before Mar 2, 2026)

TA Subscriptions App’s quota calculation helps track your store’s subscription revenue to determine whether you’re within the Free Plan’s monthly cap. Here’s how it works:

### 🗓️ Starting Date

* The quota is calculated from the day you install TA Subscriptions App or the day you switch back to the Free Plan, until the end of that calendar month.
* If you downgrade from a paid plan to the Free Plan, the calculation starts from the downgrade date.
* If you switch plans multiple times within the same month, the most recent switch to Free Plan is used as the starting point.

### 💰 What Counts as Revenue

* All subscription orders are counted: both the first order and any recurring orders.
* As long as an order is created and the customer’s card is charged, the revenue is added to your quota.

### 🔄 Monthly Reset

* At the start of each new calendar month, your revenue quota is reset to $0.
* A new cycle begins, and your quota will be recalculated until the end of that month.

### ✅ Example

* You installed TA Subscriptions App on March 10 → Quota is tracked from March 10 – March 31.
* You upgraded to Starter on April 1, then downgraded back to Free on April 15 → Quota is tracked from April 15 – April 30.
* You downgraded again on April 25 → Quota is recalculated starting from April 25 – April 30.

### 🔔 Note

* Once you’ve reached your quota, new subscription orders will be paused and existing contracts will not auto-renew until you upgrade or your quota resets.

✨ In short: quota counts all subscription revenue within the Free Plan period, resets at the start of each month, and always runs until the end of that calendar month. When you hit the limit, contracts stop auto-renewing until you upgrade or your quota resets.

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# B2B Wholesale Setup Services

The complete solution for a high-performing store

Ever wondered what makes a great wholesale store stand out? It’s not just about going online, it’s about creating a B2B experience that feels smooth for your buyers and powerful for your business.

Behind the scenes, that means setting up the right pricing structures, designing product pages that make bulk buying easy, streamlining order flows, and ensuring every step works seamlessly for your customers.

That’s where our **B2B Setup Service** comes in. We’ll craft a wholesale Shopify store tailored to your business type, customer flow, and growth goals. Whether you’re launching wholesale, scaling operations, or running complex workflows on Shopify Plus, we’ll make sure your store is fully branded, conversion-ready, and built to help you sell smarter and scale faster.

<figure><img src="/files/bvPgubA25APzKSihkjJU" alt=""><figcaption></figcaption></figure>

## Store Setup Services

Interested in a fully branded and high converting Shopify store built without the tech hassles? We’ve got you covered!

Behind that effortless look is a carefully built foundation: choosing the right theme, designing every page so it flows naturally, arranging products in a way that feels effortless, and making sure everything works perfectly and seamlessly

That is exactly what we help store owners achieve. With a free consultation, we can help you set up a fully branded, conversion-ready Shopify store, or refresh the parts of your existing one that need a boost.

The whole journey comes together in a smooth, friendly way, leaving you with a store you are proud to show off: polished in design, seamless to navigate, and ready to quietly convert visitors into loyal customers.

<figure><img src="/files/V9sY2r6Jg1G4XkYpxD07" alt=""><figcaption></figcaption></figure>

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***


# Store Setup Services

The complete solution for a high-performing store

Interested in a fully branded and high converting Shopify store built without the tech hassles? We’ve got you covered!

Behind that effortless look is a carefully built foundation: choosing the right theme, designing every page so it flows naturally, arranging products in a way that feels effortless, and making sure everything works perfectly and seamlessly

That is exactly what we help store owners achieve. With a free consultation, we can help you set up a fully branded, conversion-ready Shopify store, or refresh the parts of your existing one that need a boost.

The whole journey comes together in a smooth, friendly way, leaving you with a store you are proud to show off: polished in design, seamless to navigate, and ready to quietly convert visitors into loyal customers.

<figure><img src="/files/V9sY2r6Jg1G4XkYpxD07" alt=""><figcaption></figcaption></figure>

*If you need help, feel free to reach out to us via in-app* [***Live chat***](https://go.crisp.chat/chat/embed/?website_id=c4ae10a3-f762-4968-b35a-c931caf62a96)***,*** [***Book a call***](https://calendly.com/ta-subscription-app-support/30min) *or at* [***support@tech-arms.io***](mailto:support@tech-arms.io)***.***