Before you start
Depending on the size of your store, you may need to add or remove products from a subscription in bulk. This can apply to all customers or to a specific segment. For changes that affect more than a small group of customers, using a bulk operation is the most efficient approach.
To manually add or remove products from a customer subscription, see Subscription Management.
If a subscription has only one product remaining, the Remove action won’t work because it would effectively cancel the subscription. These cases must be handled as a bulk cancellation, contact help@skio.com for assistance.
Ensure you have access to Bulk Operations in your User Permissions.
Run bulk updates during off-peak hours to minimize customer impact.
Use cases
Bulk product updates are helpful when changes need to be applied consistently across many subscriptions.
Common scenarios include:
Fixing incorrect subscription setups: Remove products that were added unintentionally or add missing products to subscriptions.
Segment-based product changes: Add or remove products for specific groups of subscribers based on defined conditions, such as plan type, product bundle, or customer segment.
Promotional or bonus items: Temporarily add a free or discounted product to active subscriptions for a campaign, then remove it later in a separate bulk operation. This approach is ideal if you want to add promotional items to existing subscriptions without re-syncing your Surprise & Delight configuration.
If you use Journeys instead of Surprise & Delight to add products at specific milestones or conditions, activate the Journey to apply the item to new subscriptions, and run a bulk add product operation to apply it to eligible subscriptions that were created before the Journey was set up.
Step 1: Set the conditions
In your Skio dashboard, go to Tools > Bulk Operations.
Choose the subscription type. Select either Regular recurring subscription or Prepaid subscription.
Define the conditions for the customers you want to target. You can add multiple conditions using AND, OR, or AND/OR logic
For example, to remove a specific product from all active customers on an order count of 3, you can set conditions of Subscription status Equal to Active AND Order number is Equal to 3.
See Bulk operations guide for a full list of conditions.
This step ensures the bulk operations tool only runs on relevant subscription lines. If you skip it, the operation may show multiple Failures because the tool couldn't find the selected variant during the next step (setting the Action).
Step 2: Select the Add or Remove product Action
Add product
In the Actions section of the Bulk Operations tool, click the Add an action button.
From the dropdown, choose Add product.
Click the Select products button and choose the product to add to a subscription.
To add multiple products, create a separate Add product action for each product within the same bulk operation.
Optionally, add a price override to the product.
Input the quantity.
Select whether the product should be offered as a one time upsell and whether it should be limited to one per customer.
If a product is added in bulk as a one time upsell, it will apply to the subscriber’s next order and will be automatically removed after that order processes.
Remove products
In the Actions section of the Bulk Operations tool, click the Add an action button.
From the dropdown, choose Remove products.
Click the Select products button and choose the product(s) to be removed.
For each selected product, specify how it should be removed:
One time upsell checked: Removes only the one time upsell version of the product.
One time upsell unchecked: Removes both the recurring subscription product and any one time upsell versions.
If a subscription contains only one product, it will not be removed during the bulk operation.
Step 3: Preview and run the bulk operation
Preview bulk operation
Preview the subscriptions that will be affected before running the bulk operation. We recommend downloading the export so you can verify the changes or revert them if needed.
Run bulk operation
When you are ready to start your bulk operation, scroll to the top of the page and click Start operation.
Step 4: Check the bulk operation results
Use the exported CSV (comma-separated values) file to check if the bulk operation ran successfully.
Search for a subscription ID from the CSV in the Skio Dashboard under Subscribers > Subscriptions to confirm that the product was appropriately added or removed from the subscription.