[Shopify] Install and Launch Guide

Step 1: Install the Autoship Cloud to Your Shopify App Store

1. Go to your Shopify App Store
2. Select "Add Apps" and then "Find more apps in the Shopify App Store"
3. Search for "Autoship Cloud"  and then "Add App". You can also find the app by clicking here.
4. You will be prompted to "Install App".

Step 2: Register your QPilot Merchant Account 

Registering your QPilot Merchant Account can be done here: https://merchants.qpilot.cloud/login/register

If you've already registered, you can log in here: https://merchants.qpilot.cloud/login

Step 3: Connecting your Shopify store to QPilot

1. In Shopify, select the Autoship Cloud App under your "Apps" page.
2. From here, you will see the connection setup screen which requires a Client Id and Client Secret.
3. To access these keys, login into your QPilot Merchant Center, select "Connect" at the top of the page and then select Shopify. You will need to register as outlined in step 2 if you haven't already.
4. This is where you will see your Client ID, which you can copy back over to the Shopify app and enter it.
5. Click the blue "Generate New Key" button to create a new Client Secret key. Once you've named it, copy the new key over to your Shopify store.
6. This will open an authorization window prompting you to log back into your QPilot merchant account. Select Grant Access to continue.

Step 4: Enabling Products for Shopify Subscriptions Plans (Autoship options)

To enable scheduling options on your Shopify products go to your Shopify store and select "Products". There are two ways to enable products to be added to subscriptions (or as QPilot calls them, Scheduled Orders!) 

Option 1: Since products are automatically synced to Autoship Cloud, you can enable scheduling options for products by going to Shopify > Apps >> QPilot Subscriptions> Products and selecting "Add to Scheduled Order".

Option 2 (this option offers more flexibility on how you set up scheduling options for various products.): Go to Shopify > Products >> Edit >> Purchase Options >> "Create New Option". Then name your subscription option and then set your frequency intervals! This will automatically enable the products to be added to Scheduled Orders.

Step 5: Enabling Products to Display Autoship Options on Product Pages

Once you have enabled Products for Autoship subscription plans, you'll need to add the Autoship app block to your product pages.

Go to Sales Channel > Online Store > Themes >> Customize. From there select your default product page (or any product page) and add the QPilot Widget block to your product page!

Once added, save your changes, and then check to ensure it is applied by viewing your live product page! Note: In some cases, even if you have added the widget, the customizer will not reflect the changes made.

Learn more about the Autoship Widget for Product Pages here!

Step 6: Setup Shipping Rates

Shipping Rates for Scheduled Orders are managed and powered by your connected QPilot Site.  Shipping Rates for Scheduled Orders are not part of your Shopify Shipping Rates and do not apply to the Shopify Cart or Checkout.

How to setup Shipping Rates

1. In Shopify, select the Autoship Cloud App under your "Apps" page. From here, go to Shipping Rates.
2. By default, a Free Shipping rate of $0.00 is provided.
   1. This enables a “Free Shipping” rate that will apply to all Scheduled Orders if no other rates are added
   2. Note: You can remove or edit this rate, but you will need at least 1 rate available to test Scheduled Orders
3. To add a new Shipping Rate, click the add button (displayed as “ + “ ).
4. Add as many shipping rates as needed. You can reference this doc for more information!
5. Protip: To edit shipping rates in bulk, export and import your shipping rates through a CSV file. You can import and export by selecting these options from the three-dot menu at the top right of the page.

Step 7: Setting up your Payment Integrations

1. In the Shopify store go to Settings >> Payments and hit the Activate Shopify Payments button.
2. Complete the profile information form.
3. Skip the Complete account setup page by going back to Settings >> Payments.
4. In the Shopify Payments section, go to Manage.
5. Scroll down to the bottom of the page, enter the phone number again, and enable the test mode.
6. Save your changes.

Step 8: Testing Scheduled Order Creation and Processing

Test your installation by visiting your store as a customer!

1. Select a product and then select a scheduling option.

   • Note: We recommend testing your Scheduled Order creation and processing in your payment integrations test/sandbox mode as outlined above.

     Complete checkout and confirm your new order looks good!

     

   • How to test payments during checkout
     • On the payment step in the checkout page, provide one of the following tests Card numbers:
       • Visa: 4242424242424242
       • Mastercard: 5555555555554444
       • Cardholder name: Enter at least two words.
       • Expiration date: Enter any date in the future.
       • Security code: Enter any three digits. 
2. Then verify the Scheduled Order was created in Shopify > QPilot Subscription> Scheduled Orders.
3. Once confirmed, test processing by selecting "Process Now" from the action menu on the far right of the Scheduled Order. This will generate a new processing cycle.
4. Verify the processing status and created an order in Shopify > Orders. The Scheduled Order should now be set to an Active status with a future Next Occurrence Date.

What's Next?

Set up your customers to manage their Scheduled Orders on your site! Learn more here: How Customers Manage Scheduled Orders