How to manually create subscriptions

Before you start

To manually create a subscription, the customer must exist in Shopify with a first name, last name, and email address.

• Skio allows merchants to create subscriptions within the app for any existing Shopify customer, or for a new customer that is created as part of this process.

• Subscriptions must be created individually. Bulk adding subscribers is not supported outside of a migration from another platform.

  • For migrations, contact your Success Manager or email success@skio.com.

• A payment method is not required to complete this flow. You can skip the payment step, but the subscription will not bill successfully until a payment method is added.

  • If you have the customer's card information, you can manually add a payment method during Step 5.

  • If the customer needs to add their payment details, send them a Quick Action link to add a payment method or a Checkout link to complete a new checkout.

Step 1: Select “Create Subscription” on the Subscription page

During this process do not hit back on your browser. Doing so will stop the process entirely. If you need to go back to change information you previously entered, use the 'Return to x' buttons at the bottom of each screen.

1. In your Skio dashboard, click Subscribers and select Subscriptions.

2. Select Create Subscription. This will bring up a new screen to walk you through creating the subscription.
   

Step 2: Select the customer to add the subscription for

If the customer does not exist in Shopify, create a new customer from the dropdown by selecting Create new customer.

Step 3: Select the shipping address for the subscription

1. Select a shipping address for the customer in the Shipping address dropdown.

   1. If no addresses are found in Shopify for this customer, select Add new shipping address.

2. Click Confirm customer details to confirm the customer and address, then move to the next step.

Step 4: Build the subscription

1. Select the type of subscription (prepaid or subscribe and save) and the interval for the subscription (pulled from the configured intervals in your Selling Plans).

2. Choose the next order date and subscription currency.

3. Add the specific product(s) that the subscription will contain.

4. Click Confirm subscription details to move to the next step.

Step 5: Confirm payment details

In this step, you can either select an existing payment method on file or manually enter a new credit card on the customer's behalf. When adding a new card, you'll be prompted for:

• Card details: Name on card, card number, expiration date, and CVV

• Billing address: Full address form, with a "Use shipping address" shortcut

Existing payment method

1. If the customer has an existing payment method, choose the method from the dropdown.

2. Click Confirm payment details to proceed.

   

New payment method

If you don't have the customer's card information available, click Skip payment details to complete the subscription setup and add a payment method later.

1. If the customer does not having an existing payment method and you have the customer’s payment details, you can click Add new payment method from the dropdown to add the credit card manually.

2. Add the credit card information.

3. Add the billing address.
   

4. Click Add credit card to confirm the new payment method.

5. You will be redirected to the Confirm payment details page. Select the newly added payment method from the dropdown.

6. Click Confirm payment details to proceed.
   

Step 6: Review and create the subscription

1. Review the information to ensure all information is accurate and as expected.

2. Click Create subscription to create the new subscription.