Managing Customer Subscriptions

Since both you and your customers' needs may change often, you both have the option to make changes to subscription orders throughout the subscription journey. 

In this article, you'll learn how to manage your customers' subscriptions, so you can make sure they're always tailored to their needs, and ensure a long-lasting relationship with your customers.

How it works

When shoppers subscribe to a product on your store, they're signing up to receive that product based on the exact terms you've defined for the subscription plan in which that product is included. Each subscription sign-up results in a subscription that is added to that customer's page. Your customers can manage subscription orders through the customer portal, while you maintain complete control over customer information & customer subscription orders from your admin Customers tab.

Understanding subscription types

There are three main types of subscriptions you can offer your customers:

1. Subscribe and save subscriptions: This is the standard type of subscriptions, where customers are charged only each time a new order is processed, and can cancel anytime.
2. Calendar-based SKU swaps: With SKU swaps, customers sign up to receive one or more different products each month or quarter.
3. Prepaid subscriptions: With this subscription, customers pay in advance for all their orders, and stay subscribed until the end of their billing period.

To set up subscribe and save subscriptions go to the Managing Subscription Plans article. To set up SKU swap subscriptions, see Offering Calendar-based SKU swaps. 

Managing customers

To manage subscriptions of any type:

1. In your Yotpo Subscriptions admin, go to your Customers page.
2. Select the customer you want to update.

Several actions can be taken at the customer level by clicking the Customer actions dropdown in the upper-right corner:

You can also copy your customer's email address by selecting the icon next to their name.

Managing subscribe and save subscriptions

For subscribe and save subscriptions, changes can be made on both the subscription and the product level.

Subscription-level changes

Product-level changes

Managing prepaid subscriptions

Since prepaid subscriptions are payed in advance, there are some differences in the actions you can take to manage them.

Subscription-level changes

Product-level changes

Managing SKU swap subscriptions

Since Calendar-based SKU swap subscriptions change SKUs, there are some differences in the available actions.

Subscription-level changes

Product-level changes

Managing prepaid subscriptions

Since prepaid subscriptions are paid in advance, there are some differences in the actions you can take to manage them.

To manage your customer's information:

1. Go to your Customers page.
2. From the list of customers, select the customer whose subscription you want to update.

Here's a breakdown of the actions you can take for each prepaid subscription:

Next steps

You always have the option to make changes to your subscription plans, which control all the subscription offers that are live on your store. For example if you want to remove a subscription product from your store, change the frequencies or discounts they're offered at, etc. Learn more about Editing Subscription Plans.