Shopify customer accounts: Subscriptions docs

If your store uses Shopify's new customer accounts, Chargezen adds a Subscriptions page there, so subscribers manage everything where they already check their orders. Chargezen also adds a card and an action to the customer page in your Shopify admin, so your team can help without switching apps.

Set it up

Set what subscribers can do

The Subscriptions page follows Settings → Subscriptions → Self-Service Permissions. See Customer portal.

Add the upcoming orders block

In Shopify, go to Settings → Customer accounts and use the editor to add the Chargezen Upcoming Charge block to the Orders page.

Check it as a customer

Sign in to your store's customer account with a test subscription and open an order that has one. You'll see Manage subscription.

What subscribers see

The Subscriptions page

Pause, Resume, Skip next order and Cancel.
Change your subscription: Change delivery frequency, Change quantity, Swap product, Change next order date and Add a discount code.
Change payment method and Edit shipping address.
Show upcoming orders, with skip and unskip for each order.

Changing the payment method and adding a discount code are always available. Other actions show only when Self-Service Permissions allow them.

Cancelling

Subscribers who cancel see a Before you go step with your save offers, and can choose No thanks, cancel. If a subscription can't be cancelled yet, they see the date they can cancel from.

On their orders

Orders that include a subscription show Manage subscription in the order's actions.
The Upcoming orders block lists each scheduled order with its date and estimated total, and a Manage subscription link.

In your Shopify admin

On a customer's page in Shopify:

The Chargezen card shows the customer's subscriptions (status and next date), loyalty, store credit, Spark! and their latest conversation, with Take action and Open in Chargezen.
More actions → Chargezen asks "What do you want to do?": Skip next order, Pause subscription (with a switch to email the customer), Adjust loyalty points, Text customer and Give store credit.

Why an option is greyed out

Options that don't apply say why, for example "No active subscription", "Loyalty program is off" or "No phone number in Chargezen".

Troubleshooting

Some actions are missing on the Subscriptions page

Check Self-Service Permissions. If subscribers see "Some options aren't available right now. Try again later.", Chargezen couldn't load the settings at that moment; reloading the page usually brings them back.

The Chargezen card says the customer isn't in Chargezen yet

Chargezen doesn't have a record for this customer yet. The card fills in once the customer is in Chargezen, for example after they subscribe.

Subscribers see "No subscriptions purchased"

Check that they're signed in with the same email they subscribed with.

Shopify subscriptions: built for Shopify checkout, Shop Pay and customer accounts.
Glossary: customer subscription portal, Shopify Plus.

Shopify customer accounts