Documentation Index

Fetch the complete documentation index at: https://help.skio.com/llms.txt

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Products tool

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What is the Products tool for?

Manage all your subscription-eligible products directly from the Products page in Skio. This page syncs product data from Shopify and lets you configure how each item behaves within your subscription workflows, including upsell settings, Customer Portal visibility, and selling plan assignments.

Access the Products page

Step 1: Navigate to Products

In the lefthand menu of your Skio Dashboard, go to Products > Products.

Step 2: Browse and filter products

You'll see two tabs:

  • Products: All items synced from Shopify

  • Collections: Your Shopify collections

Use the filters at the top to view Active, Draft, or Archived products. You can also search by product name, collection, or SKU to quickly locate specific items.

Each product displays its image, name, and current status. Click the pencil icon next to any product to open its settings.

Edit product settings

When you click into a product, Skio opens a side panel where you can configure subscription behavior, upsells, and selling plans.

To bulk edit multiple products, check the boxes on the left side of the product list, then apply changes to all selected products at once.

When multiple products are selected, any changes you make will apply to all of them.

One-time upsell settings

Enable products to appear as one-time add-ons during the customer's subscription experience.

Available options:

  • Product eligible for one-time upsell: Turn on upsell functionality for this product

  • One-time percentage off: Add a discount (e.g., 10% off) to incentivize one-time purchases

  • Show one-time upsell for customers: Control whether the upsell appears in the customer portal

  • Limit customers to a single one-time upsell: Prevent customers from adding the same item multiple times

  • Enable upsell for individual variants: Restrict or enable upsell logic on a variant-by-variant basis

Customer portal visibility

Products must be active to display properly in the customer portal. If you want it to be available in customer portal but not in your storefront, use Shopify’s unlisted status.

Control whether customers can see and manage this product in their subscription portal.

  • Show in edit products page for customers: Enable this to make the product visible when customers edit their subscription.This setting must be enabled for customers to swap products in the customer portal.

  • Only allow certain variants to be shown: Limit which product variants appear to customers

Customer filter

Restrict product or upsell visibility to specific customer segments using customer tags.

  1. Enable Customer filter.

  2. Select one or more customer tags.

  3. Only customers matching at least one of those tags will see the product in applicable flows.

Manage product variant selling plans

The Product variant selling plans section shows which Selling Plans are assigned to each product variant. This section displays:

  • Shopify product variant ID: The unique identifier from Shopify

  • Skio product variant ID: The corresponding identifier in Skio

  • Assigned selling plan groups: All Selling Plans applied to the variant (e.g., Dynamic Box Selling Plan, Monthly Plans)

Click Edit selling plan group next to any Selling Plan to modify its configuration. Use this section to confirm products are correctly associated with your subscription plans and box configurations.

Save your changes

After adjusting upsells, visibility, filters, or Selling Plans:

  1. Click Save at the bottom of the panel.

  2. Your product settings update immediately and sync with your Skio subscription workflows.

Edit Collections settings

Collections are Shopify product groupings that appear as filter tabs in the Customer Portal, making it easier for subscribers to browse and add products to their subscription.

Collections are synced from your Shopify store, but only collections you explicitly enable will be visible to customers. You control which collections appear and in what order.

How collections appear in the Customer Portal

When customers go to add or swap products in their subscription, they'll see collection tabs (e.g., "Wellness shots," "Supplements") they can use to filter and browse available products.

Managing collections

Visible collections shows all collections currently enabled for the Customer Portal.

For each collection, you can:

  • Toggle visibility: Turn collections on or off to control what customers see

  • Set priority: Drag collections to reorder them—priority 1 appears first in the portal

  • View product count: See how many products are in each collection

Display on customer portal:

  • Visible: Collection appears as a filter tab in the portal

  • Hidden: Collection is synced from Shopify but not shown to customers

Sync with Shopify

Skio automatically syncs product data from Shopify, so updates you make in Shopify should appear in Skio without any action needed.

However, if you've updated product information in Shopify and don't see those changes reflected in Skio, you can manually trigger a sync by clicking Sync with Shopify in the top right corner of the Products page.

Use this when you've updated product information in Shopify but don't see those changes reflected in Skio. Common scenarios include:

  • A new product doesn't appear in Skio

  • Product titles, images, or descriptions haven't updated

  • Shipping profiles aren't applying to the correct products

  • Variant information is outdated or missing

Syncing typically takes a few moments to complete. Once finished, your Skio product data will match your current Shopify catalog.

Syncing products from Shopify will update product prices for new subscribers going forward. However, existing subscriptions retain their original pricing and are not automatically updated. To apply new pricing to existing subscriptions, use the bulk operations tool in Tools > Bulk Operations or learn more about updating product prices in our guide here.

How Shopify product status affects Skio

Shopify product status controls where a product appears across your store and sales channels. Skio's features interact with product status differently depending on whether they involve a customer-facing picker or a backend execution path.

For a full explanation of Shopify product statuses, see Shopify's product status documentation.

Shopify product status

Description

Skio behavior

Active

Product is fully available across all assigned sales channels and your online store.

Works normally across all Skio features — appears in product pickers, eligible for S&D rules, and bills without issue.

Draft

Product details are incomplete or the product is intentionally hidden. Unavailable to all sales channels.

Excluded from subscriber-facing pickers in Cancel Flow (swap/add treatments) and Journeys at the query level. Does not block backend paths — Surprise & Delight rules that were already configured can still fire, and recurring billing continues for any subscription that already references the product.

Unlisted

Product is hidden from search, catalog, and sitemap but can be purchased via direct link.

Fully compatible with Skio. Unlisted products can be used in Selling Plans, bundles, Journeys, and Surprise & Delight campaigns. See Using unlisted products with Skio for common use cases.

Archived

Product is removed from active sales channels and your storefront. Its data and sales history are retained in Shopify.

Treated similarly to a product in draft mode.

See more on deleted variant behavior within Skio here: Why does my subscription order say “deleted product variant”?