Enabling the First Order(s) Policy in a Selling Plan allows you to set the initial checkout price or discount for a subscription and display what the recurring price after your workflow triggers*.
*PLEASE NOTE: The selling plan will not automatically update the pricing.
For more information on Workflows CLICK HERE.
Getting Started
When adding a Selling Plan to a Selling Plan group you can toggle "Enable First Order(s) Policy." When this is enabled, this will be the discount or price used by the product at checkout. The recurring policy will be displayed using the details set above.
Example(s):
The following examples will be using a product which is $20 in Shopify.
Percentage Discount
In this example, the First Order(s) Policy Policy is set to 50% for the first two orders and the Standard Orders policy is set to 25% off.
This will cause both policies to display in the checkout as so:
In order for this to work, you would create a workflow that would target this variant to swap the price to $15 (25% off) after the first two orders in conjunction with this selling plan in order to match the pricing policies display at checkout.
Fixed Discount
In this example, the First Order(s) Policy Policy is set to $2 off and the Standard Orders policy is set to $4 off after the checkout order.
This will cause both policies to display in the checkout as so:
In order for this to work, you would create a workflow that would target this variant to swap the price to $16 ($4 off) after the first order in conjunction with
this selling plan in order to match the pricing policies display at checkout.
Static Price
Static price is different from a discount as it allows you to specify the specific price of a product at checkout on subscription. This value can be greater or less than the price of the product in Shopify.
In the this example, the First Order(s) Policy Policy has set the price of the product to $25 and the Standard Orders policy is set to $5 off after the checkout order.
This will cause both policies to display in the checkout as so:
In order for this to work, you would create a workflow that would target this variant to swap the price to $15 ($5 off) after the first order in conjunction with
this selling plan in order to match the pricing policies display at checkout.
Customizing in Shopify
In order to customize how this text displays in the checkout, you can navigate to your default theme content in Shopify.
Click Sales Channels
Click Online Store
Navigate to the Theme you would like to customize and click the three dots
Click "Edit default theme content"
Search for "Subscriptions"
Scroll until you find "Checkout subscriptions recurring totals with policies first cycles" AND "Checkout subscriptions recurring totals with policies"
"Checkout subscriptions recurring totals with policies first cycles" - Controls text display for your First Order(s) Policies.
"Checkout subscriptions recurring totals with policies" - Controls text display for your Standard Orders Policies
