Our Subscription feature requires the Fraud Shield App on Shopify.

• Step 1: go to the Shopify App store and download Fraud Shield here.
• Install it on your Shopify Store
• 
• Now that you’ve installed Fraud Shield you will have two benifits:
  • Fraud Protection
  • Ability to run subscription payments.

Importing Products

• Importing products to Pinwheel will make no visible changes in Shopify. If you would like to make customers aware of subscriptions, it is necessary to change the product name, or add a variant to Shopify. For more information, please see the article on Variants.
• In the Shopify store you should tag any product that are recurring.
• If they don’t that’s ok, but they will have to manually select which products are imported.
• Log into their pinwheel gateway and go to the recurring payment section.

• Step 1 = Sync Products

• Step 2 = Choose the products that you want to download.

• You can look for Subscription Tags to only view relevant products.
  • • 
• Chooses the products that you wants to download.
• In some cases you might want to give customer a choice  to buy it one time or purchase with a subscription.
• This is called a product variant. We have a solution for this!
• When downloading the product click on the plus icon and only choose the recurring product.
• Once you download your products, you will not be limited to a one time sync.
• You can sync whenever you want, so update at your convenance.

Setting Up Rules

• Once you synchronized your subscription products, you need to associate a rules to each product
• By using a rule system, Pinwheel knows what schedule of payments to setup when that products is purchased.
• Click on Rule Set in the recurring section.

• Rules
  • Name the Rule
  • Add Products
    • Once you create a rule you can add as many products to that rule as you see fit.
    • However, you can’t have a product associated with two rules.
  • Order Schedule
    • Set up frequency
      • X times per month
      • X time per year
  • Charge “X” number of times
    • If you leave this blank the customer will be billed forever, unless the subsciption is canceled.

• Hope this article helps and do not hesitate to contact [email protected] if you have any questoins or concerns.