How to show Subscriptions as an Upsell

You can offer Subscribe & Save inside an upsell or bundle offer. A shopper picking a bundle can switch it to a recurring order in one tap.

The offer is built and styled in our Essential Upsell app. It uses the subscription plans you create here in Essential Subscriptions.

How the two apps work together

• Essential Subscriptions (this app) is where you create the subscription plans: how often orders are delivered, how billing works, and the discount.
• Essential Upsell is where you add the subscription option to an offer and set how it looks.

You need both apps. This app supplies the plans. Essential Upsell puts them in the offer.

The Home page of this app has a banner for this: Add Subscription upsell to your quantity breaks. Learn how opens this article, and Install Essential Upsell opens the app's Shopify App Store page.

Step 1: Create the plans in Essential Subscriptions

1. Open Campaigns in the app menu and open the campaign for the product you want to upsell, or create one.
2. On the Purchase options tab, set up a subscription plan: Deliver every and Interval under Delivery policy, then Discount type and Discount under Pricing policy (for example 20%).
3. Want more than one delivery frequency in the offer? Click Add purchase option and add another plan to the same campaign, for example every 2 months. See How to Create a Subscription app Campaign.
4. On the Products tab, check the product is in the campaign.
5. Click Save, then Publish.

If you want to limit when customers can cancel, turn on Customers can cancel after in the plan and set the number of payments.

Step 2: Build the offer in Essential Upsell

1. If you have not yet, install Essential Upsell.
2. Create the offer for the same product and add the subscription option to it.

For the full steps, see the Essential Upsell guide: Subscription Upsells.

Tips for the plans

• One plan is enough when subscribing is a nice extra next to a one-time purchase.
• Add two or three plans at different frequencies (for example monthly and every 2 months) when the product is mainly sold by subscription.
• Give the longer frequency a bigger discount. A bigger saving nudges customers towards it.

Troubleshooting

• The subscribe option isn't showing. Check that the campaign is Published on the Campaigns page and that the product is on its Products tab. Then check the Essential Upsell offer is published and set to show on that product.
• Only one plan shows, but you created several. Check that all the plans are in the same published campaign, on its Purchase options tab. If you assigned single variants on the Products tab, check the variant is included.