Overview

Video

Prerequisites & limitations

• You must have at least one live subscription plan to edit.
• Only products not already tied to another subscription offer will appear when selecting SKUs.

Definition

Editing a subscription plan allows you to modify all live offer settings—products, purchase modes, billing cadences, discounts, gifting, add-ons, and shipping—without affecting current subscriber contracts. Changes apply prospectively, ensuring seamless continuity for your customers.

Key benefits

• Real-time control: Instantly update products, pricing, and perks to respond to inventory changes or promotions.
• Subscriber continuity: All edits take effect on future renewals—active subscribers remain uninterrupted.
• Holistic management: Centralize every aspect of your subscription offer in one intuitive interface.

Key details

Accessing the edit screen

1. Navigate to Subscription Plans in the left sidebar.
2. Locate the plan you wish to update.
3. Click the ⋮ menu on its card and select Edit.

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Add or Remove Products

1. Scroll to the Details section and click the purple Edit button.

2. (Optional) Update the internal Name and Description for clarity—these labels are for your team only.
3. Click + Select Products to open your full Shopify SKU catalog.

4. Check boxes next to SKUs to add, or uncheck to remove.

5. Click Confirm, then be sure to hit Save Changes at the top to apply your updates.

Note: Only products without an existing subscription offer are listed.

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Edit Purchase Options & Discounts

1. In the Options section, click Edit.
2. View each purchase mode (e.g., One-time & Subscribe & Save, Subscription Only, Pre-Paid). You’ll see delivery cadence and current subscriber counts.

3. Reorder options by dragging to control display priority on your widget.

4. Archive any unwanted purchase modes to remove them from new signups.
5. Toggle Add Gift Option on or off to prompt “Is this a gift?” during checkout.
6. Click Save Changes to lock in your revised purchase options.

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Edit Product Swaps & Add-ons

1. Scroll to Product Swap and Add-Ons and click Edit.

2. By default, your selected subscription products are available for swaps and add-ons.

3. Click + Select Products to include additional SKUs for:

   • Swap – let customers swap one SKU for another at renewal.
   • One-Time Add-On – enable single delivery extras (e.g., tote bags).
   • Subscription Add-On – include add-ons on every renewal cycle.

4. Check or uncheck each SKU’s boxes to configure.

5. Click Confirm, then Save Changes.

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Edit Special Discounts

1. Find the Special Discounts section and click Edit.

2. You’ll see existing discounts by:

• By Order – a percentage off the first N orders.
• By Quantity – a discount based on item quantity per order.

3. Adjust the values, or select None to disable special discounts.

4. Click Save Changes.

Note: Special discounts override any frequency-based discounts until they expire.

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Edit Free Shipping

1. Scroll to the Free Shipping section and click Edit.

2. Toggle free shipping On or Off.

3. Configure:

   • Countries where free shipping applies.
   • Minimum spend or minimum quantity thresholds.
   • Apply to first order only or every renewal.
   
   
   

4. Click Save Changes.

Note: If your Shopify shipping profiles already cover subscription orders, omit this step to avoid conflicts.

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Archive a Subscription Plan

1. On the plan’s card, click the ⋮ menu and select Archive.

2. Confirm to deactivate the offer—archived plans move into the Archived tab.

Warning: Archiving does not cancel active subscriptions; those contracts continue to renew. Archived plans cannot be reactivated.

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Still need help? Contact [email protected].