Overview
Welcome to Stay AI! The following guide will walk you through how to get your subscription program up and running.
Getting started on Stay consists of 5 simple steps:
Let's get you started!
Installing Stay AI to your Shopify Store
Find the Stay AI app in the Shopify App Store or follow the link directly here. Make sure you are first logged into your Shopify store and are a user with permission to install apps.
Create Selling Plans in the Stay AI app
Once the Stay AI app is installed in your Shopify store, you’re ready to create selling plans.
Log into your Shopify store and navigate to Apps > Stay AI Subscriptions
Once you’re in the Stay AI app, open the Subscription Setup dropdown on the lefthand navigation menu, and click Selling Plans
Click “New Selling Plan Group” in the top right corner of the page
4. Name your selling plan group and select the type of selling plan group you need.
Standard - A standard selling plan group is for subscriptions that are processed on a recurring cadence. The cadence is based on the frequency the customer selects and when the customer checks out/starts their subscription. The subscription will continue recurring until the customer cancels.
Example:
Example:
The standard selling plan group is for you if:
Your products are offered on subscription every 1 month, 2 months, and 3 months
Customers can start their subscription whenever they would like
Subscription orders process according to their subscription start date + frequency
Calendar - A calendar selling plan group is for subscriptions that are processed on a recurring cadence on specific dates with no end date.
Example:
Example:
Calendar Selling Plan Groups are for you if:
You offer a subscription that needs to process specifically on every X day of the month
OR if you only process subscription orders on specific dates of the calendar year (i.e. Valentine's Day, Mother's Day, etc)
Prepaid - A prepaid selling plan group is for subscriptions that process on a recurring cadence but is paid for upfront for the duration of the subscription. The cadence is determined by when the customer checks out/starts their subscription. There is an end date, which is when the number of prepaid orders are all fulfilled.
Example:
Example:
Prepaid Selling Plan Groups are for you if:
You offer a product that customers need to pay for all of their orders up front (i.e. a 12-month subscription that ships monthly, but all 12 shipments are paid for on the first order)
OR you plan to offer a gifted subscription option
Prepaid Calendar - A prepaid calendar selling plan group is a combination of the calendar and prepaid selling plan groups. This plan is for prepaid subscriptions that need to be processed on specific dates.
Example:
Example:
Prepaid Calendar Selling Plan Groups are for you if:
You offer a product that customers need to pay for all of their orders up front
AND the orders need to fire on specific days
5. Once you’ve selected the selling plan group type, add the products and/or variants you wish to be offered on subscription, with the same frequencies and discounts.
6. Create the selling plans. The selling plans are the frequencies and discounts that will be offered to your customers at checkout.
For example, a 1-month frequency at a 10% discount is one selling plan; a 2-month frequency at a 10% discount is a second selling plan. Create as many selling plans as you would like to offer your customers as a frequency option on the subscription buy box.
Tip! Think about the lifestyle and usage of your product. If you offer a 30-day supply, you may be want to offer a 30-day frequency for the regular solo user, perhaps a 60-day frequency for the occasional forgetter, and maybe even a 14-day frequency for two-person households.
7. Once you’ve created your selling plans, filled out the labels, and clicked submit, you’re ready to setup the buy box in your Shopify theme to make your subscription program come to life!
Adding the Stay AI "Subscribe and Save" Block
Please note that this implementation works only on stores using Shopify 2.0. If you are not using 2.0, please follow this guide.
Navigate to the Shopify admin, select the product template to be used, and add the Stay AI Subscriptions block.
Tip! This step-by-step guide will walk you through how to add the block and customize it to your liking!
After this step, if the settings are correct and the product has selling plans, you should see the widget displaying the purchase options.
Adding the Stay AI Account Extensions
In your theme editor, select "Checkout and Account Extensions". Within this view, go to "Apps". You will see that you have two offerings available - the Manage Subscriptions - Stay Navigation option, or the Manage Subscriptions - Extended Functionality version.
Tip! This step-by-step guide will help you select which extensions group you would like to use, and give you guidance on setting the extensions up.
Once you hit "Save", both the buy box and account extensions will be live on your theme!
Customize Your Stay Portal
If you use the Manage Subscriptions -Stay Navigation version of the Stay Account Extensions, you will be enabling customers to utilize our native portal for most of their subscription management.
To align the customer portal with your brand's overall look and feel, you can use the native customization options that live in the Stay Merchant Portal.
Tip! This step-by-step guide will help you configure your native customer portal.
Voila! You're now officially a Stay AI Merchant!
Now, checkout these Stay tools to help you optimize your subscription program: