What are Bulk operations?
Bulk operations let you make changes to multiple subscriptions at once without contacting support. You can perform common updates like price changes, product swaps, and interval adjustments across hundreds or thousands of existing subscriptions in a single action.
When you set up a bulk operation, Skio generates a preview of eligible subscriptions that meet your conditions. After the operation runs, you can export a detailed log of successes and failures for reporting or use in tools like Klaviyo.
Bulk operations help you:
Launch product updates efficiently by swapping discontinued variants across all active subscriptions at once
Implement pricing changes at scale without manually editing individual subscriptions
Add promotional items to specific customer segments based on subscription value or order count
Expand bundles into individual products to give customers more control over their subscriptions
Adjust billing intervals for seasonal products or inventory management
This tool gives you the control and speed to make strategic subscription changes that support revenue growth and operational efficiency.
How to perform a bulk operation
Step 1: Navigate to Bulk Operations
In the lefthand menu of your Skio Dashboard, go to Tools > Bulk Operations
The Start operation tab opens by default.
Step 2: Choose the subscription type
Select either Regular recurring subscription or Prepaid subscription
Most subscriptions are regular recurring subscriptions. If you need to update both types, run two separate operations (one for each subscription type).
Step 3: Choose the conditions
Define the conditions that must be true for a subscription to be updated
Add multiple conditions using AND, OR, or AND/OR logic
Use "exclude" operators to remove specific subscriptions from the operation
See all available conditions
Customer-based conditions
Customer tag: Filter by whether a customer has or does not have a specified tag.
Credit balance: Filter customers based on their available store or subscription credit balance.
In Tier: Target customers who are currently in specific loyalty tiers.
Distance to tier: Target customers based on how close they are to reaching their next loyalty tier (measured by order count, LTV, or product count) and their current tier level.
Tier at risk: Target customers whose current tier is at risk of being lost due to tier expiry rules.
Subscription-based conditions
Order number: Filter by the current order number (for example, a subscription with 3 orders would have order number = 3).
Total quantity: Filter by total quantity of products in the subscription (for example, 1 × Product A and 1 × Product B = quantity of 2).
Total value: Filter by total dollar value of the subscription (sum of each product's subscription price × quantity).
Subscription creation date: Filter by when the subscription was created.
Day of week: Filter subscriptions with a specific charge day of the week.
Discount code: Filter subscriptions that contain specific discount codes.
Is prepaid renewing: Filter prepaid subscriptions by whether they are set to renew (continue into another term) or end after the current prepaid cycle.
Migrated from another platform: Identify subscriptions migrated from another platform (only captures the migrated subscription, not new subscriptions created by the same customer).
Next billing date: Filter subscriptions where the next billing date falls on, before, or after a selected date.
Shipping interval: Filter by how often the subscription ships (for example, every week, every 2 weeks, monthly).
Subscription country: Filter by shipping address country (supports multiple selections).
Subscription ID: Enter specific subscription IDs to target with the operation.
Subscription note: Filter subscriptions based on keywords or text stored in the internal subscription note.
Subscription status: Filter by status (Active, cancelled, failed, under review, paused).
Product-based conditions
Contains products: Identify subscriptions that include a specific product.
Contains dynamic boxes: Filter subscriptions that include a specific dynamic build-a-box product.
Contains static boxes: Filter subscriptions that include a specific static build-a-box product.
Exclude products: Identify subscriptions that do not include a specific product (helpful when paired with “contains products”).
Other conditions
Audit log: Filter subscriptions based on specific audit log actions.
Cancel Flow: Filter subscriptions that had X rebuttal shown and was saved or not saved.
Quick action: Filter customers or subscriptions based on whether a specific Quick Action link has been actioned, or viewed but not actioned.
Surprise and Delight: Filter customers who were or were not qualified for a surprise and delight gift.
By default, the tool filters for active subscriptions since most bulk updates apply to active status only.
Step 4: Choose the actions
Select one or more actions to perform on the filtered subscriptions
Configure the specific details for each action
Available actions
Subscription-based
Add discount: Apply a custom Skio discount (not a Shopify discount code) to subscriptions. Can be permanent or limited to a set number of orders.
Remove discount: Remove an existing custom Skio discount from subscriptions.
Change interval: Update the shipping interval for subscriptions.
Delay billing: Push the next billing date forward for subscriptions.
Pause subscription: Pause active subscriptions so they stop billing and shipping.
Override next billing (fixed date): Set a specific date for the next billing cycle.
Override delivery price: Set a custom shipping price for subscriptions.
Reset delivery price: Remove a custom shipping override and return to Shopify’s default shipping rate.
Cancel subscription: Cancel subscriptions that meet your conditions.
Reactivate subscription: Reactivate paused or canceled subscriptions.
Resync shipping rates: Sync shipping rates from Shopify so subscription shipping reflects current Shopify settings.
Product-based
Add product: Add products as recurring subscription items or one-time add-ons; can override price (including $0).
Bundle expansion: Convert a single-SKU bundle into individual items so subscribers can modify components independently.
Swap product variants: Replace one product variant with another (variant-specific).
Swap static boxes: Replace a static build-a-box configuration with another static box.
Swap dynamic boxes: Replace a dynamic build-a-box configuration with another dynamic box.
Update product price: Update the subscription price customers will pay for a product going forward.
Remove products: Remove specific products from subscriptions.
Resync product: Sync product information from Shopify to update subscription product data.
Remove box: Remove a build-a-box (static or dynamic) from subscriptions.
Edit product variant quantity: Update the quantity of a specific product variant within subscriptions.
Miscellaneous
Create segment: Create a customer segment based on subscriptions that match your conditions.
Set cycles completed: Manually set the number of billing cycles completed for subscriptions (useful after migrations or corrections).
Step 5: Preview the operation
Click Preview to see how many subscriptions will be modified
Download the CSV file to review the list of affected subscriptions
Adjust your conditions if needed
The preview does not refresh automatically. If you wait too long to trigger the operation, some subscriptions may no longer be eligible.
Step 6: Run the operation
Click Run operation to execute the bulk update.
How to review bulk operation history
Step 1: Navigate to the History tab
In your Skio Dashboard, go to Subscriptions > Bulk Operations
Click the History tab
Step 2: Review past operations
View metrics for each bulk operation, including total subscriptions processed, successes, and failures.
Step 3: Export results
Download CSV files of successfully updated subscriptions and failed updates for reporting or communication purposes.
FAQ
Can I undo a bulk operation?
No. There is currently no undo or rewind option. If you're concerned about making a change that could negatively affect customers, contact help@skio.com for assistance.
What happens if I make a mistake in my conditions?
Review the preview and download the CSV before running the operation. This lets you verify which subscriptions will be affected and adjust your conditions accordingly.
What's the difference between "Add product" and "Bundle expansion"?
"Add product" adds a new product to existing subscriptions. "Bundle expansion" splits an existing single-SKU bundle into its individual component products, giving customers more flexibility to customize their subscription. Learn more here.
How long does a bulk operation take to complete?
The time depends on the number of subscriptions being updated. Check the History tab to monitor progress and view completion status.
Can I use bulk operations on canceled subscriptions?
Yes. Use the Subscription status condition to filter for canceled, paused, or failed subscriptions in addition to active ones.