Customized Order Subscription Workflow

BNBox
Tourist
4 0 1

Hi everyone,

We are planning to integrate Bold Subscriptions to manage our orders/subscriptions. However, there are a few things that are not as per our needs. We offer customised subscription boxes with where the customer can pre-select the type of products, and we will send monthly boxes to their address as per their selections.

We need to collect some data from the customers to customise their boxes. Some customers may prefer a certain type of products, others will want a different type.

We need to collect this data in a form where the client will select his/her preferences. We are aware of Bold Product Options and Best Custom Product Options app that can partially do what we need. So...

Q1. We would like to be able to edit these preferences in Shopify / Bold Subscription admin area by ourselves in the future. The client might want to change the preferences at any time of the subscription. Is this doable?

Q2. Related to the above, would it be possible for the customer to change these preferences by himself in the "Bold Subscriptions" preferences page that the clients have access to?

Q3. The actual workflow and the data collection is restricted to the product details page. We would prefer to skip/avoid this page altogether or, even if we use this page, the client should only fill up his data in a later step.

Step 1 - Click on a "Subscription" button.
Step 2 - Select 1, 3, 6 or 9 months subscription from 4 options available.
Step 3 - Fill up the questionnaire
Step 4 - Place the order/subscription

It would be great if someone knows how a similar workflow works, with apps or with custom development to point us in the right direction.

Thank you

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achieveapplabs
Shopify Partner
495 39 76

Hi @BNBox ,

 

We're familiar with ReCharge Subscriptions and Bold works in a similar way. It's way more in depth Bold has been around for awhile. The preferences part of your request a custom app could be used here along side Bold. Could you kindly send us an email so we can discuss a solution for you?

 

Contact us here at hello@achieveapplabs.com or visit our website https://achieveapplabs.com 

 

Best Regards,

Achieve Team

Use Approovly to create and track order approvals | Looking for more Shopify apps? achieveapplabs.com/#apps
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mSzAmOt
Tourist
5 1 1

Hi, similar use case here. For anybody still looking for something along these lines, we’ve found 

https://unionworks.co.uk/pages/automate

Awesome team out of London, UK. This is a Shopify app that sits alongside ReCharge app to handles fixed/custom sequences plus can drop gift products into the sequence too!

Hope this genuinely helps anybody out there. 

Maciek

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michael-helium
Shopify Expert
224 1 116

We have several customers who use Customer Fields to collect subscription box preferences. Using the app, you can create a form within the customer account page (for logged-in customers) to manage and update their preferences at any time. 

Note: Customers who use our app do use a slightly modified flow from what you suggested:

Step 1 - Click on a "Subscription" button.
Step 2 - Select 1, 3, 6 or 9 months subscription from 4 options available.
Step 3 - Place the order/subscription
Step 4 - Fill out the questionnaire

I recommend switching steps 3-4 as you initially mentioned because you want to reduce as much friction as possible prior to checkout. After your customer makes a purchase, send them an email to make sure they fill out your form and inform you of their preferences. Customers will be motivated to do this if they've already made a purchase on your site! : )

Michael | Business Development @ Helium
Helium builds apps that merchants depend on:
- Customer Fields ✪ 4.9/5 (242 reviews)
- Meteor Mega Menu ✪ 4.7/5 (203 reviews)
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BNBox
Tourist
4 0 1

Hi @michael-helium 

Thank you for your suggestion. However, this is not what we are looking for.

  1. The preferences needs to be attached to each order (not to the customer), because one customer can have multiple subscriptions with totally different preferences.
  2. Placing the order first and filling out the questionnaire after is how it works everywhere, which is not how we want to have it working for our website. I totally understand the friction reduction prior to checkout, but we want to automate the whole order process/preferences right at the checkout page.

Your suggestion of filling out the questionnaire at the end (after the order is placed) is valid, but this questionnaire should appear right after the payment confirmation page and attached to the order (not to the customer).

I guess this is really a hard customization and not too usual, but it is how we see it working for our needs.

BNBox
Tourist
4 0 1

Hi @mSzAmOt 

We use Bold Subscriptions, not Recharge.

Thanks anyway.

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achieveapplabs
Shopify Partner
495 39 76

Hi @BNBox ,

 

We specialize in Shopify Apps, however we are starting to grow again this year and taking on projects. Often times a solution may require an app anyhow so if you would like Achieve Applabs to assist please send an email to admin@achieveapplabs.com and we’ll quote you for this custom subscription workflow with Bold Commerce.

 

Best,

Sam Bazargan

Owner/Lead Developer

Use Approovly to create and track order approvals | Looking for more Shopify apps? achieveapplabs.com/#apps
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