The Subscribe Flow guides your subscriber from the Product Selection to Checkout.
This is the process where the subscriber is allowed to tailor the product to suit their needs and for the merchant to collect information about the subscriber.
You configure a subscribe flow on a per-product basis using the Subscribe Flow Builder on the product page.
The subscribe flow consists of steps that you create. Each step can be arranged to appear in the order of your linking. Once the final step is completed you are taken to the checkout page.
More about the steps below.
Product Selection
Product selection is always the first step in the subscribe flow. Once a product is selected you will be taken to the first step of the subscribe flow for that particular product.
The templates that controls product selection are located in the components/subscribe folder.
NOTE
If you only have one product in your store then the product selection step will be skipped and you'll be directed to the first subscribe flow step of that product instead.
Terms
At the Terms step you get to pick the pre-pay terms of the subscription. You can offer discounts to customers that are willing to pay for 3, 6 or 12 months at the time.
This step is mandatory and cannot be removed from the subscribe flow. You need to have at least 1 term enabled to make it possible to checkout with a product.
Just like the subscribe flow steps you can re-arrange the order of the terms by simply dragging them around in the Subscribe Flow Builder. For example if you have a 12 months term that offers a generous discount it might be a good idea to have that term listed first. The Subscribe Flow Builder also let you set an optional photo and description of your term.
The templates for the terms step are located in the components/subscribe_flow/terms_step folder.
NOTE
If you only enable one single term, then the Terms step will be skipped and the enabled term is automatically selected.
Variants
Variants are used to narrow down the selection to a single instance of a product.
For example if you're selling t-shirts you would have a Size variant with the values S, M, L, XL.
You can have multiple variants on the same product, but it's generally bad practice to have more than just a few. If you need more variants you should re-think the product configuration and perhaps create additional products instead.
Variants are an optional step in the subscribe flow. Not however that once you have subscribers you can no longer add or remove variants on your product, so take some time and setup your variants step correctly.
The templates for the variant step are located in the components/subscribe_flow/variant_step folder.
NOTE
If you the selected product doesn't have variants, then the Variants step will be skipped.
Surveys
The survey step is a very powerful way to collect additional information about your subscriber. You can ask any number of questions to make sure you have all the data you need to provide your subscribers with a great experience.
Currently three types of survey questions are supported:
- Text is used for single-line inputs, such as name or phone number.
- Paragraph is used for multiple line inputs, such as comments or a message.
- Multiple Choice allow the subscriber to chose one of many predefined answers.
Surveys are optional and can be modified at any time. You can have multiple surveys, and like any other subscribe flow step they can appear at any point between product selection and checkout.
The templates for the survey step are located in the components/subscribe_flow/survey_step folder.
NOTE
If you the selected product doesn't have a survey, then the Survey step will be skipped.
Available Template Variables
The following variables are available to be referenced in components' HTML.
flow_step
The flow_step describes the current step the template for the Terms and Variants templates.
In the Variants step, flow_step.values is a list of available ProductVariantValues for the step.
In the Terms step, flow_step.terms is a list of available SubscrptionTypeTerms.
chosen_values
chosen_values is a list of ProductVariantValues that have been selected from previous steps. It is an empty list for the first Variants step in the flow.
selected_term
selected_term is the SubscrptionTypeTerms from an earlier Terms step. selected_term is None if a term hasn't been selected yet.