Create subscription campaign

A subscription campaign defines the offer customers see on your product pages — which products it applies to, how often orders are delivered and billed, the discount they get, and how the widget looks. You can run multiple campaigns for different products or offers.

This article covers setting up the offer itself. For styling the widget, see How to Customise the Subscription Widget.

The Campaigns List

Open Subscription campaigns in the sidebar. You'll see all your campaigns with their Name, Status, and the Products they're assigned to.

• Status is either Unpublished (not live) or Published (live on the storefront).
• Click any campaign to edit it.
• Click Create subscription campaign to start a new one.

Step 1: Name the Campaign

In the campaign editor, set:

• Subscription campaign name — for your reference only. Customers never see this. (e.g. "Subscribe & Save")
• Widget name — the heading shown on the widget on your product page.

Step 2: Assign Products

Open the Products tab and use the picker to choose which products — or specific variants — should offer this subscription. The widget appears on these products once the campaign is published.

Step 3: Set Up Subscription Options

Each subscription option is one choice the customer can pick (for example, a 2-week plan and a monthly plan). Add as many as you need with Add subscription option, and drag to reorder them.

For each option, set:

Customer facing purchase option text What the customer sees for this option, e.g. Subscribe & Save 10%.

Delivery policy

Deliver every How often orders ship. Enter a number and choose day(s), week(s), month(s), or year(s).

Billing policy — choose one:

• Pay as you go — the customer is charged each time an order is created.

- Bill every — how often to charge. Must be a multiple of the delivery frequency (e.g. deliver every 2 weeks, bill every 2 weeks). - Charge on — for weekly or monthly billing, optionally pin the charge to a specific day of the week or month instead of the purchase date. - Subscription expires automatically after (optional) — end the subscription after a set number of payments. - Customers can cancel after (optional) — require a minimum number of payments before the customer can cancel.

• Prepaid — the customer pays upfront for multiple deliveries.

- Charge for — how many deliveries are paid for in one charge.

Pricing policy

Discount Choose percentage (%) or fixed amount off, and enter the value.

Change discount after a number of payments (Pay as you go only, optional) Reward loyalty by changing the discount after a set number of payments — for example, 10% off for the first 3 payments, then 15% after. Set Change after, Change to, and the discount type.

Option extras

• Highlight subscription option — show a highlight label on this option (e.g. Best value).
• Badge — show a small badge on the option (e.g. Most Popular).
• Selected purchase option — preselect this option when the widget loads.
• Description — a required line describing the plan. It must reference the plan details (price, cadence, etc.). Use Reset to defaults to regenerate a correct default, and the variables popover to insert dynamic values like {price}   and {cadence}  .

To remove an option, click Delete subscription option.

Step 4: Offer a One-Time Purchase (Optional)

If you want customers to be able to buy the product once instead of subscribing, click Add one-time purchase. Set its Customer facing name (e.g. One-time purchase), and optionally a highlight, description, and whether it's preselected.

You can have one one-time purchase option per campaign.

Step 5: Tags (Optional)

Scroll to the tagging section to automatically tag subscription activity for your own reporting:

• Order tags — applied to orders created from this subscription.
• Customer tags — applied to customers who subscribe.

Each tag can be up to 40 characters.

Step 6: Publish

1. Style the widget on the Design tab — see How to Customise the Subscription Widget.
2. Use the live preview on the right to check your work.
3. Click Publish.

The widget now appears on every assigned product page. To take it offline later, open the campaign and click Unpublish.

Tip: Changes only go live when you click Save (or Publish). A save bar appears at the top whenever you have unsaved edits.

Translations

If your store sells in multiple languages, you can translate the customer-facing text on the campaign. Open the Translations section in the editor and add a translation per active store language.

Last updated June 2026