PW/Shopify Subscription Setup – P2: Pinwheel

  • This is Part 2 of our step-by-step guide on how to set up subscription/recurring products between Shopify and Pinwheel
  • Part 2 has two steps
  • Note: Only use this guide if you have already completed Part 1

 

 

Products

  • Login to Pinwheel
  • Click on the Subscription Billing tab
  • Click on the Products tab from the drop-down

 

 

 

 

  • Click the + button to expand and see the variants for your product

 

 

  • Checkmark the subscription variants
  • Do this for all subscription products that we will be working with
  • Click Import Selected

 

 

  • Click Re-Sync

 

 

  • Click Cancel at the bottom to return to Pinwheel

  • Disclaimer:
    • If any changes are made to the product variants within Shopify, you will have to resync them in Pinwheel.
      • This includes changes to pricing.
      • If changes are made, please follow the Products steps again to resync your subscription products.
    • Deleting variants in Shopify will cause existing customer subscriptions to no longer recur.

 

 

 

 

Rule Sets

  • Click Subscription Billing
  • Click on the Rule Set tab form the drop-down

 

 

  • We will now add a Rule this is the feature that will enable your imported products to recur
  • Click New Subscription Rule

 

 

  • Subscription Rule Name
    • Name this one of the Frequencies that your subscriptions use
    • In the example below, we are using “Monthly”
  • Products
    • Assign all of your products in this category
    • In the example below, we are adding all of our monthly products
  • Order Schedule Every
    • Set this to match your Subscription type
    • Our example is for products that recur every 1 Month
  • Charge “X” Number of Times
    • This will set a limit to how many recurrences the subscription will create before expiring.
    • Most merchants leave this blank
      • Leave this blank for no expiration
  • Click Submit

 

 

  • You will see your newly made Rule (green box)
  • Now let’s make our next Rule
  • Click New Subscription Rule

 

 

  • Subscription Rule Name
    • We are going to set up our next Frequency now
    • In our example: Bi-Monthly
  • Products
    • Assign all of your products in this category
  • Order Schedule Every
    • Set this to match your Subscription type
    • Our example is for products that recur every 2 Month(s)
  • Click Submit

 

  • You will now see all of your Rule Sets (green box)
  • These can be edited to add more products to them in the future