Autoship for D2C - Shopify Launch Guide

Quick Launch sets up Autoship on your Shopify store in five steps and finishes with a test order you process yourself, so you can see a subscription work end to end before you go live.

Step 1 — Tell us about your store

From the Autoship Cloud app in your Shopify admin > Click 'Start Quick Launch' > Choose D2C

Then answer the questions for your store:

Launch expectations > Sales volume > Existing customer migration? > Who are you? > Contact info

Step 2 — Create your account

Choose 'Create account' if you don't have an Autoship account — one is created with the credentials you enter. Otherwise choose 'Sign in' and use your Autoship Cloud login.

Important: save these in your password manager manually. Chrome will assume it's a Shopify login and save it as one.

Step 3 — Configure your subscriptions

Choose your starting product

Click 'Change product' > Select a product from the list or search for it > Choose your renewal frequencies > Set your subscription discount > Click 'Start with [product]'

Add the Autoship app block to your product page

Click 'Open theme editor' > Navigate to the product page you want the widget on > In the left-hand menu, under Template, click '+ Add section' at the bottom > Type Autoship in the search, or click 'Apps' > Click 'Autoship Cloud Widget' > Click 'Save' > Return to Quick Launch > Click 'I added it — check'

To customize the widget, see Product Options Display: CSS and How-To Examples.

Enable the customer portal — 1. Create the template

Important: the template and page must both be named Subscriptions. Quick Launch looks for the portal block at /pages/subscriptions.

Click 'Open theme editor' > Click the dropdown at the top centre > Click 'Pages' > Click 'Create template' > Name it "Subscriptions" > Base it on 'Default page' > Click 'Add section' > Click 'Apps' > Click 'Autoship Cloud Portal' > Click 'Save'

Enable the customer portal — 2. Create the page

From 'Shopify Dashboard' > Click 'Online Store' > Click 'Pages' > Click 'Add page' > Name it "Subscriptions" > Set visibility to 'Visible' > Choose 'Subscriptions' as the template > Click 'Save'

Enable the customer portal — 3. Add it to your menu

From 'Shopify Dashboard' > Click 'Content' > Click 'Menus' > Choose the menu you want to include the portal in > Click 'Add menu item' > Label it "Customer Portal" > Click 'Link' > Click 'Pages' > Select your Subscriptions page > Click 'Save'

Return to Quick Launch > Click 'Check'

Step 4 — Choose your plan

Click 'Continue to plan' > Select your plan > Click 'Approve'

Step 5 — Place a test order and verify

1. Place a test subscription order

Click 'Open test checkout' > On the product page, click 'Subscribe and Save' > Click 'Buy it now' > Scroll to Payment > In the credit card number field, enter 1 to simulate an approved transaction > Complete the checkout > Return to Quick Launch > Click 'I placed the order — check'

Use 2 to simulate a declined transaction, or 3 to simulate a gateway failure.

2. Confirm the order exists on your orders page in Shopify

3. Scheduled order syncs to the customer portal

This one verifies automatically.

4. View it as your customer

Click 'Open portal' > Click the 'Subscriptions' tab > Confirm the Scheduled Order is there > Click the check

To see how customers controler the portal, see How customers view and manage scheduled orders.

5. Process the renewal

Click 'Process the renewal' > Wait a moment > Click 'Check again'

6. Turn test mode back off

Click 'Open payment settings' > Click your payment gateway > Turn test payments off

Enable the rest of your products

Click 'Enable Products' > Scroll right to the Availability column > Click 'Add to Scheduled Order' on each product you want to offer on subscription