How to Merge and Split subscriptions

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What does it mean to merge or split subscriptions?

  • Merging subscriptions combines multiple active subscriptions for the same customer into one. This helps reduce fulfillment complexity by creating a single bill and shipment for all products in the merged subscription.

  • Splitting a subscription does the opposite: it separates products from one subscription into multiple subscriptions. This gives customers more flexibility (for example, if they want different items shipped to different addresses or on different dates).

Both options give you more control over how subscriptions are managed on behalf of your customers, while keeping operations streamlined.

Enable subscription Merge and Split in the Customer Portal

Customer Portal v3

  1. In your Skio dashboard, click the Storefront drop-down and select Customer Portal.

  2. Click the Experience tab, scroll down and enable the toggle next to Split and Merge.

Customer Portal v2

  1. In your Skio dashboard, click the Storefront drop-down and select Customer Portal.

  2. Under the Customize available actions section, enable the toggle next to Split and Merge.

    Screenshot 2024-11-26 at 9.41.23 AM.png

How do customers merge subscriptions in the portal?

Once enabled, a Merge Subscription option appears in the Customer Portal. When a merge is triggered, changes take effect immediately: the source subscription is canceled, and the target subscription is updated with the migrated products, discounts, and any applicable rules.

Merging is available when both subscriptions meet the following conditions:

  • Currencies match

  • Both subscriptions are Active

  • Max Cycles match (or are not set on either)

  • No free shipping discount exists on lines being merged

  • No order-level discount exists on lines being merged

Customer Portal v3

  1. In the Customer Portal, In the Customer Portal, click the More button, then select Merge subscriptions

  2. Choose one or more subscriptions to merge into the current subscription and click Proceed.

  3. Confirm by clicking Merge.

Customer Portal v2

  1. In the Customer Portal, click the More button, then select Merge subscription

  2. Choose one or more subscriptions to merge into the current subscription and click Merge to confirm.

How do customers split subscriptions in the portal?

Once enabled, a Split Subscription option appears in the Customer Portal. The option is only shown when a subscription is eligible. If any of the conditions below are met, the option will not appear:

Customer Portal v3

  1. In the Customer Portal, click the More button and select Split subscriptions.

  2. Select the products to be moved into a new subscription and click Split to confirm.

Customer Portal v2

  1. In the Customer Portal, click More then select Split subscriptionscreenshot-2023-03-02-at-2-31-57-pm.png

  2. Select the products that should be split into a separate subscription and click Split to confirm.  screenshot-2023-03-02-at-2-32-43-pm.png

  3. The products selected appear in a new subscription screenshot-2023-03-02-at-2-38-43-pm.png


FAQs

What happens when subscriptions are merged with an out of stock product?

The merged subscription doesn’t check or behave differently with the out of stock product during the merge.

What happens when subscriptions are merged with different intervals?

The merged subscription inherits the interval of the subscription where Merge was initiated. For example, merging Subscription 1 (4 weeks) with Subscription 2 (6 weeks) by pressing Merge on Subscription 1 will result in a 4-week interval. This gives customers control over which interval carries forward.