What are selling plans?

Selling Plans are the subscription types you offer to customers for purchase. They define the recurring purchase options displayed on your product pages, quiz flows, and checkout—giving customers flexible ways to subscribe to the products they love.

Skio offers three types of Selling Plans:

Subscribe and Save: Offer a percentage or fixed discount on products purchased at recurring intervals
Prepaid: Let subscribers pay for multiple shipments upfront, with discounts to incentivize prepayment
Build-a-Box: Allow customers to build a customized box of their favorite products

Use Selling Plans to attract subscribers with discounts, lock in upfront revenue, and create longer-lasting customer relationships that improve Customer Lifetime Value (LTV).

Why use selling plans?

Attract more subscribers: Subscription discounts incentivize customers to commit to recurring purchases
Reduce purchase friction: Subscriptions eliminate the need for customers to repeatedly buy products they use regularly
Lock in revenue: Prepaid subscriptions secure confirmed revenue upfront
Increase lifetime value: Subscriptions create longer customer relationships and opportunities for upselling directly in the {{glossary.Customer Portal}}
Offer flexibility: Give customers control over their subscription frequency and product selection

Create a Subscribe & Save Selling Plan

Step 1: Navigate to Selling Plans

In the lefthand menu of your {{glossary.Skio Dashboard}}, go to Features > Selling Plans.

Step 2: Set up your Subscribe & Save plan

Click Create New Plan in the top right corner.
Select Create Subscribe & Save.
Enter a plan name (internal use only) and select your Shipping Profile.
Select the products you want to add to the plan.

Select Managed by Shopify to let Shopify handle shipping automatically. Otherwise, create custom Shipping Profiles to manage shipping yourself.

Step 3: Configure subscription intervals

Enter a selling plan name. This is customer-facing and should reflect the interval (e.g., "Every month", "Every 2 weeks").
Specify billing and delivery intervals.
(Optional) Add a discount as a fixed amount or percentage off.
(Optional) Set a minimum or maximum number of cycles to lock customers in for a set number of orders or cap total orders.
Add as many intervals to this Selling Plan as needed.
Click Save in the top right corner.

Create a Prepaid Selling Plan

Learn more about creating Prepaid Subscriptions here.

Create a Build-a-Box Selling Plan

The setup process for Build-a-Box Selling Plans depends on the type of box you're creating:

Dynamic Build-a-Box: Customers choose products from a curated selection each billing cycle. Learn how to set up Dynamic Build-a-Box selling plan.
Static Build-a-Box: The setup process is the same as creating a Subscribe & Save Selling Plan. During product selection, choose the Static Box you created and add it to the Selling Plan.

Choose the Build-a-Box type that matches your setup, then follow the step-by-step guide to create your Selling Plan.

Learn more about Build-a-Box here.

How customers purchase subscriptions

Once you create Selling Plans, they automatically appear in the Skio {{glossary.Plan Picker}} on your product pages. Customers can select their preferred subscription option at checkout.

You can install the plan picker yourself using Skio's self-serve tool, or work with the Skio Migrations team.

FAQ

What happens to existing subscribers when I modify Selling Plans?

All existing subscriptions continue operating under the original pricing and intervals that were in place when they started. Existing subscriptions are not automatically updated when you modify a Selling Plan.

If you need to update existing subscriptions, use Skio's bulk operations tool for pricing changes, or contact {{variable.Support email}} for assistance from the Technical Support team.

Can I have multiple Selling Plans for the same product?

Yes. You can add a product to multiple Selling Plans—either a combination of prepaid and subscribe & save, or a combination of different intervals. This gives customers more subscription options for the same product.

Can I offer different discounts for different intervals?

Yes. When setting up a Selling Plan, you can configure unique discounts for each interval you add. For example, you might offer 10% off monthly subscriptions and 15% off quarterly subscriptions.

How do I remove a product from a Selling Plan?

Navigate to the Selling Plan in your Skio Dashboard, locate the product you want to remove, and click the remove or delete option. This does not affect existing subscriptions using that Selling Plan.

Can customers change their subscription interval after purchasing?

Yes. Customers can update their subscription frequency through the customer portal, as long as the new interval is available in an active Selling Plan for that product.

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