Upgrade & Save Checkout Extension for Shopify Plus

Outline: 

• Overview
• How to enable the extension
• Configuring the extension

Overview

The Upgrade & Save Checkout Extension is a powerful new 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. 

Key Features: 

• Upgrade to Subscription and Save: 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 (BAB) items ensures that all items in a box are upgraded. when the customer converts the box to a subscription. 

Benefits:

• 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 Extension

To activate the Upgrade & Save Checkout Extension, Shopify Plus merchants need to configure it in Shopify's admin dashboard. 

Follow these steps: 

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 (BAB)

For merchants offering Build-A-Box (BAB) configurations, the Upgrade & Save Checkout Extension automatically applies the subscription upgrade to all items within the box when a customer opts to subscribe. Clear notifications inform the customer of these changes, ensuring transparency and clarity. 

Additional Notes: 

Gift Items: Items priced at $0 are treated as gifts and will be automatically excluded from the upgrade and modification options, ensuring that promotional or gift items remain unaffected during checkout. 

The Upgrade & Save Checkout Extension streamlines the checkout process by enabling subscription conversions and modifications directly within Shopify Plus checkout. By empowering customers to subscribe and save, manage their subscriptions, and handle Build-A-Box items, this feature enhances the checkout experience and helps merchants increase subscription adoption. 

For more details or troubleshooting tips, please visit Skio's support documentation or contact our customer support team.