Merge and Split Subscriptions

Timothy Fraser Updated by Timothy Fraser

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 but wants them all to be billed together
This is a new feature that Skio has built and as such we are calling it a beta and might have a few bugs as we continue to test and refine it. If you are not comfortable with the chance of bugs with this feature we ask that you give us some time to complete it. If you want to help us build and perfect this new feature please activate it and report anything out of the ordinary to our support team at help@skio.com. We thank you for your continued partnership.

Merge Subscriptions

Setup

Enable merge subscriptions in the dashboard settings.

How to Use

Customer Portal

In the customer portal, a subscriber can merge their subscription if the setting has been enabled in Skio Settings. Once enabled, a "merge subscription" option appears in the customer portal. Here are the steps a user would take to merge their subscription:

  1. Select “Merge subscription”

  1. Pick one or more subscriptions to merge into the current subscription
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  1. Click merge
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  1. Notice the subs are immediately updated (the merged from subs are canceled, and the existing sub is updated with the migrated products and associated discounts as well as rules applied).
This feature is only available and visible if the following is True:
- If max cycles have been set, they both must match
- Currency for both subscriptions matches
- Only active subscriptions can be merged.

Split Subscriptions

Setup

Setup is easy, simply toggle on the setting according to your needs. Skio allows you to merge the subscriptions by the subscriber (in the customer portal). Here's how to toggle on the settings found in Skio > Settings:

How to Use

Customer Portal

In the customer portal, a subscriber can split their subscription if the setting has been enabled in Skio Settings. Once enabled, a "split subscription" option appears in the customer portal. Here are the steps a user would take to merge their subscription:

  1. select “split subscription”

  1. Select the products that should be split into a separate subscription

  1. Once the user clicks "split" the products selected will appear in a new subscription
If a subscription is not eligible to be split the option will not appear. Here are the conditions where splitting a subscription is ineligible:
- any prepaid subscriptions
- containing one time upsell
- surprise and delight products are added
- discounts are applied to the subscription

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