This guide provides resources to prepare you for launching your subscription business on the Shopify Checkout Integration. After navigating through this guide, it is time to launch your store and start receiving orders.

Before you start

Customizing the customer experience ensures that you consistently build a relationship and brand awareness with your customers. Check out the video below for some tips and tricks from a Recharge expert on how to ensure the customer experience reflects your brand entirely: 

Managing customers

Customer accounts are created in Recharge after a customer places a subscription order. You can easily manage your customers from the Recharge merchant portal.

• See Managing your customers for an overview.
• Use the customer history view and actions report to learn how to keep track of customer events. 

Managing orders

The Recharge merchant portal makes it easy to manage your subscription orders. Learn more about navigating the orders section in Recharge with the following articles: 

• Refer to Viewing orders, subscriptions, and customers to manage your subscription orders.
• See Understanding the Subscriptions tab in Recharge to learn how to view and edit your customers' subscriptions from a centralized location.
• Control how you manage order errors to help reduce churn.
• Learn about adding a product to a new or existing order or adding one-time products to an upcoming order.
• Need to refund an order? See Issuing a refund through the Shopify Checkout Integration.

Setting up email notifications

Notification emails are the primary means of communication between your store and customer base. Your customers receive emails when they place an order, modify future orders, and cancel subscriptions. You can control what email notifications go out to your customers, or modify your notifications to fit your brand's voice and tone. 

See Notifications to learn more.

Setting up discounts

Offering discounts is a great way to add value to your customers' purchases, improve customer loyalty, and reach new customers. You can create, edit, and import discounts in Recharge. 

• See Discounts for an overview of Recharge's discounts feature.
• See Using the Shopify Discount Import feature for more information on importing discounts into Recharge from Shopify. 

Previewing the customer experience

Understanding the customer experience allows you to provide a seamless journey for your customers.

Your customers' first interaction with Recharge is using the subscription widget on your storefront. See Understanding the Recharge subscription widget for more details. After the customer uses the subscription widget to add a product to their cart, they navigate to checkout. 

Shopify handles both the checkout process and the fulfillment of orders. Recharge handles the management of existing and recurring orders. See Understanding the Recharge order flow on the Shopify Checkout Integration for more information. 

After a customer places a subscription order, they receive a Subscription activation email notification. This email contains a link to the customer portal, where the customer manages their subscription. See Managing subscriptions in the customer portal for the Shopify Checkout Integration for an overview of the customer portal experience.

Placing a test order

Before launching, you may want to place a test order. Placing a test order allows you to navigate through the customer experience on your storefront and view the test order in the merchant portal. 

See Running a test transaction with the Shopify Checkout Integration for more details. 

Onboarding checklist

Congratulations! You have finished the Getting Started series and are ready to launch your subscription business.

Review the Onboarding checklist again to ensure you have completed the steps listed.

Launch your store

It is time to launch! Publish your subscription widget to start receiving orders.