Skio Features
SkioSMS
Outline: Overview (TL;DR). What is it? Where can it be used? Why should I use it? How do I set it up? Video walkthroughs. Overview (TL;DR). SkioSMS is our free, two-way subscription management tool t…
How to Setup Quick Actions (New)
Outline: Overview. What actions are available? How do quick actions work? Setup instructions. FAQs. Overview. TL;DR. Quick Actions is a feature available in the Skio Dashboard that allows you to crea…
Multipass
Overview (TL;DR). Multipass allows you to sync your Shopify customer accounts and Skio customer accounts so that your customers only need to log in once to be logged into both! This provides a great…
SKU swap
What is SKU Swap? With SKU swap, you can offer a free trial, or starter kit to your customers, then automatically swap their subscription to a different price or product! You can set up a SKU swap to…
Subscription shipping
Overview (TL;DR). You can set up a subscription shipping profile to allow your subscriptions to receive free shipping or use your existing profile! What is Subscription shipping? Similar to one-time…
Customer Portal Walkthrough
Outline: Overview. Walkthrough.. Overview. The customer portal is the main way a subscriber will manage their subscription. Once a subscriber has logged in once, Skio will keep them logged in on that…
Custom pricing for 1-time upsells
Outline: FAQs. How to edit. Video walkthrough. FAQs. All products in Skio can be set up as 1-time eligible and these will display in the customer portal for subscribers to add to their next order. Sk…
Rules
Overview (TL;DR). Rules allow you to provide automatic discounts to your customers based on the conditions you set up, including volume discounts. This can be a great way to encourage your customers…
Prepaid subscriptions
Overview (TL;DR). Prepaid subscriptions give subscribers the option to pay for all of their shipment upfront. Example: If a subscriber buys a 3-month subscription, they’ll pay for the full 3 months o…
Configuring Skio notifications (text/email)
Outline. Overview. Setup Walkthrough. FAQs. Overview. TL;DR. Skio offers free email and SMS notifications for different subscription-related events. SkioSMS is a separate, 2-way subscription manageme…
Adding Products
Onboarding: Adding Products. Overview (TL;DR). What is it? Why should I use it? How do I set it up Video walkthrough. Text walkthrough.... Adding products into Skio creates the subscription rules so…
Volume discount
Overview (TL;DR). Volume discounts allow you to automatically discount your customers' subscriptions when they hit the criteria of your choosing! This can be a great way to reward your most loyal cus…
1-time upsells
Overview (TL;DR). 1-time upsells is a feature you can enable in Skio that allows for subscribers to add one-time products to their next order. Upsells can be enabled and disabled on the product level…
Onboarding for CX Teams
Outline: Onboarding Videos. Other Resources.. Onboarding Videos. The following videos will walk you through the Skio admin, editing subscriptions, refunding orders, and other aspects related to CX te…
Webhooks
Getting Started. Webhooks can be enabled and modified through the API key section of the Skio dashboard. To setup a webhook, enter a URL that you would like SKio to send webhooks to and hit save. { "…
Dunning
Outline: Overview (TL;DR). What is it? Why should I use it? How do I set it up? Video walkthrough. Text walkthrough.. Overview (TL;DR). Dunning is the process of retrying a credit card after a failed…
Auto Merge
Outline: Overview. Setup Instructions. Overview. TL;DR. Subscription orders falling on the same day to the same customer can be merged into a single order. This simplifies and saves costs on shipping…
Pausing Subscriptions
Outline: Overview. Setup Instructions. FAQs. Overview. TL;DR. Subscriptions can now be paused in Skio's platform. Our pause feature empowers merchants to help customize the subscription experience ev…
Exporting subscriptions and orders
Overview (TL;DR). Exports allow you to download a CSV of all subscriptions or orders within a time range. How do I set it up? Go to your Skio Dashboard. Click on Subscriptions on the left-hand menu.…
Upgrading to New Skio Customer Portal
Outline: Overview. Video walkthroughs. FAQs. Overview. TL;DR. Our Customer Portal v2 is our latest and greatest upgrade to the customer portal that subscribers use to manage their subscriptions. Cust…
Manually Create Subscriptions
Outline: Overview. Setup Instructions. Overview. TL;DR. Skio allows merchants to create subscriptions within the app for any current subscriber. A subscriber must be in Skio for a subscription to be…
Understanding cancellation flow discounts
Understanding Cancelation Flow Discounts. So you’ve set up your cancel flow to help deflect churn, but how to know when a customer has been saved? And what does a saved customer look like? In this ar…
Surprise and Delight
Outline: Overview. Video walkthroughs. FAQs. Overview. TL;DR. Our surprise and delight tool allows you to offer 1-time discounts and/or free products at specific order counts for specific subscribers…
Email Magic Links
Outline: Overview. Walkthrough. Overview. TL;DR. A magic link, when clicked, will send the user directly to their customer portal without needing to login. These magic links are added to the email Sk…
Conditional Cancel Flow
Outline: Overview. Setup Instructions. Cancel Flow Analytics. Video Walkthroughs. Overview. TL;DR. Skio's cancel flow now has the ability to set conditions so you can offer different actions based on…
Using anchor and cutoff dates with subscription plans
Outline: Overview. Setup instructions. FAQs. Overview. TL;DR. Skio allows subscriptions to be configured with anchor dates so that the order processes on a set day of the month or a specific day of t…
Beta Features
Beta Features. We are always looking for new features to enable merchants and their customers a richer subscription experience. In order to deliver these features to you quickly sometimes we will mar…
SMS Quiet Hours
Overview. TL;DR. Easily create a window of time to send texts so subscribers only receive notifications at certain times in the day. Set a timezone for your store with a start time and end time for w…
Merge and Split Subscriptions
Outline: Overview. Setup Instructions. Overview. TL;DR. Multiple subscriptions for a single customer can be merged. This simplifies billing and shipping for a customer who has multiple subscriptions…
