Welcome to Skio, we're excited to have you here!
This guide is your starting point for getting up and running with Skio. It brings together the essential resources you'll need during your first few weeks on the platform, from adding products and configuring customer notifications to setting up integrations and customizing your customer experience.
Each article walks you through a specific setup or configuration step with clear instructions and context about why it matters for your business.
What is Skio?
Skio is an analytics-driven subscription platform built for Shopify merchants who want to grow Recurring Revenue, reduce churn, and make smarter, data-driven decisions. Whether you're launching your first subscription product or scaling an established program, Skio gives you the tools and insights you need to succeed.
Essential guides
Core setup
Adding Products: Learn how to add subscription products to your Skio Dashboard and configure product-level settings.
Selling plans: Selling plans define the subscription terms your customers can choose from, including billing frequency, delivery schedule, and any discounts applied to recurring orders.
Configuring Skio Notifications: Set up automated email and SMS notifications to keep customers informed about their subscriptions.
Account Login Page: Customize your branded login page so customers can easily access their subscription accounts.
Shipping settings: Shipping settings let you configure how shipping costs are calculated and applied to subscription orders.
Billing and Order Settings: Configure how and when subscription orders are processed, including billing cycles, order generation timing, payment retry logic, and dunning management.
Manage your subscriptions: View, edit, and take action on individual subscription records, including updating product details, billing schedules, payment methods, and subscription status.
Manage your customers: Access and manage customer profiles, view their subscription history, update contact information, and oversee all subscriptions associated with each customer account.
Customer experience
Customer Portal: Configure and customize the self-service portal where customers manage their subscriptions, update payment methods, and modify orders.
How to set up Quick Actions: Add one-click actions to your Customer Portal for faster Subscription Management.
Klaviyo Integration: Connect Skio to Klaviyo to automatically sync subscription events and customer data, enabling you to create targeted email flows and segments based on subscription activity.
Retention and recovery
Payment Recovery: Automatically recover failed payments and reduce involuntary churn with Skio's dunning tools.
Cancel Flow: Design a strategic Cancel Flow that helps retain customers by offering alternatives before they cancel.
Team and migration resources
Onboarding for CX Teams: Get your support team up to speed on how to manage customer subscriptions and troubleshoot common issues in the Skio Dashboard.
Migration Overview: Understand what to expect if you're migrating from another subscription platform to Skio.
Need help?
If you have questions or need support as you get started, reach out to your account team or submit a ticket via help@skio.com. You can also explore our Analytics Glossary to get familiar with key subscription metrics and reporting terminology.