Upgrade & Save checkout extension for Shopify Plus

What is the Upgrade & Save checkout extension?

The Upgrade & Save Checkout extension is a feature available exclusively for Shopify Plus merchants using Skio. This extension enables merchants to offer their customers the ability to upgrade one-time purchases to subscriptions directly within the Shopify checkout. This feature works with both regular products and Build-a-Box bundles, allowing customers to take advantage of subscription savings and easily manage their subscriptions during checkout. 

How it works

• Upgrade to subscription: Adds a prominent button in the checkout, encouraging customers to convert eligible one-time purchases into subscriptions with potential savings. 

• Modify subscription in checkout: Allows customers to adjust their subscription plan directly in the checkout, simplifying Subscription Management. 

• Gift handling: Excludes items identified as gifts (priced at $0) from upgrades and modifications, ensuring proper handling for promotional items.

• Build-A-Box support: Special handing for Build-A-Box items ensures that all items in a box are upgraded. when the customer converts the box to a subscription. 

Learn more about Build-a-Box here.

Why use it

• Increase Subscription Adoption: Promotes Recurring Revenue by encouraging customers to subscribe at checkout. 

• Enhanced Customer Experience: Offers a flexible and seamless checkout experience with in-checkout subscription modifications. 

• Accurate Gift Management: Prevents unintended changes to gift items, maintaining a smooth and accurate checkout process. 

How to enable the Upgrade & Save checkout extension

1. Navigate to the Shopify Admin: Log in to your Shopify Plus admin dashboard. 

2. Access Checkout Settings: 

   • Go to Settings > Checkout 

   • Under Configuration, select Customize to enter the Shopify checkout customizer.  

3. Add Skio App Blocks: 

   • In the checkout customizer, locate the Order Summary section. 

   • Add the following app blocks: 

     • Checkout Upgrade & Save

     • Checkout Upgrade & Save (Bundle) for Build-A-Box bundles  

Configuring the Extension

Once the app blocks are added to your checkout, you can customize the extension settings to fit your store's needs. Here's a breakdown of the configuration options available: 

1. Upgrade to a Subscription Plan Text: 

   • Customize the button text encouraging customers to upgrade. 

   • Use {{discount}} as a placeholder for the highest available discount percentage, e.g., "Subscribe & Save {{discount}}%." 

2. Modify Your Subscription Plan Text:

   • Edit the prompt text that allows customers to adjust their existing subscriptions directly in checkout. 

   • Default: "Change your subscription plan?" 

3. One-Time Order Text: 

   • Customize the text label for a one-time purchase option.

   • Default: "One-Time" 

4. Save Changes Text: 

   • Edit the text on the button for saving any changes made to the subscription.

   • Default: "Save"

5. Show Discount Preview in Selling Plan Option Selector: 

   • Toggle whether to show a preview of the subscription discount in the plan option selector. 

   • Options: True (default) or False

6. Percentage Discount Preview:

   • Set the text displayed for percentage-based discount previews. 

   • Use {{discount}} off off as the placeholder, e.g., "15% off." 

7. Fixed Value Discount Preview: 

   • Set the text displayed for fixed value discount previews. 

   • Use {{discount}} off, where {{discount}} represents the currency value, e.g., "$10 off." 

Special considerations for Build-a-Box

If you offer Build-a-Box configurations, the Upgrade & Save Checkout Extension applies the subscription upgrade to all items in the box when a customer chooses to subscribe. Customers will see clear notifications about these changes during checkout.