How do I set up a "Box-of-the-Month" subscription type?

Many merchants like to offer a "Box-of-the-Month" subscription program in which a subscriber receives a shipment periodically containing a new and different product (or set of products). The main differentiator with these subscription types is that the customer is paying the same price for each shipment while receiving a different products each time.

To set up a "Box-of-the-Month"-style subscription box, start by clicking the "Add New Box" link on the Dashboard of Conjured Subscriptions. Give your Subscription Box a name. Keep in mind the name will be used to create a new product in Shopify and may be publicly visible. Once you enter a name, a URL Slug will be created automatically for you, however you can feel free to change it to whatever you'd like. This will act as the product handle of the product created in Shopify.

The Billing Rules section is where you'll set the frequency of your subscription. In the case of a Box-of-the-Month subscription, this is most commonly every 1 month.

Generally with a Box-of-the-Month-style subscription, you'll want to re-bill your member on their billing anniversary, however you can alternately select a specific day (ex: 1st of the month) to rebill them instead. If you do choose to select a specific day, keep in mind that charges are not prorated. If you select the 1st of the month to rebill your customers and a subscriber signs up on the 30th, they'll still be charged the full amount on 1st.

With a Box-of-the-Month subscription, you may want to offer your customers the ability to reduce the frequency of their shipments (ex: from once a month to once every other month). In this case, you'll want to change the "Minimum frequency allowed" setting to the longest period you want to allow for your subscription.

Enter a price for your membership. This will be the cost of the subscription that recurs every time the billing cycle comes around. In this example, we'll set the Box-of-the-Month Candle subscription price to $30/month.

The pricing section also contains options for prepayment and quantity discounts. Prepayment options allow you to give subscribers the ability to pre-pay for a specific number of periods upfront (potentially providing them with a savings), and quantity discounts allow you to reward subscribers with a discount for increasing the quantity of a subscription. In our example above, we can offer our candle subscribers a discount if they pre-purchase 3 months, 6 months, or 12 months upfront. We're also giving them a discount of 10% if they receive 2 or more candles, rather than just one.

You'll next be asked to select a Shipping Option. Conjured Subscriptions natively supports free shipping or flat rate shipping, however you can also ad more custom shipping options through integration with Advanced Shipping Manager. For more information on the options available, please refer to the article What options does Conjured Subscriptions have for charging shipping?.

You can then optionally specify Subscription Options. With a Box-of-the-Month subscription, you may choose to offer different tracks that you will send different products to. An example of this would be if you had a T-shirt subscription, you could have different preferences for each size. For more information for how to set up Subscription Options, please refer to the article How can I specify different preferences / tracks / options for a Subscription Box?.

The next section allows you to request additional information from your subscribers that will show up as tags on their Shopify Customer profile. For more information about how to set up the Custom Tags section, please refer to the article Can I collect additional information at signup from my subscribers?.

The last section of the Add Subscription Box page contains a number of optional Additional Settings. A brief synopsis of each is listed below:

  • Allow Gifting? - This setting allows you to specify whether gifting is allowed for this subscription type. If you decide to allow gifting, you can add a gifting flow to your subscription product page. For more information on how gifting works, please refer to the article Does Conjured Subscriptions support gifting a subscription? How does it work?.

  • Force customers to have an account before checking out? - In some cases, you may want customers to create an account with your store prior to checkout, in which case you'd want to enable this option. For more information on requiring an account before checkout, please refer to the article Do subscribers have to have an account to checkout? Can I force them to have an account to checkout?.

  • Force customers to confirm they are over 21 before they checkout? - In some countries (like the United States), customers must confirm they are over 21 before purchasing alcoholic beverages. You can enable this option to require that confirmation. For more information on requiring your customers to confirm they are 21 prior to checkout, please refer to the article Can I force my subscribers to be over 21 to checkout?.

  • Allow customers to change the date of their upcoming shipment? - In the case of some subscription boxes, you may want to allow customers to change the date of their upcoming shipment. For more information on allowing customers to change the date of their upcoming shipment, please refer to the article Can my subscribers change their upcoming shipment date?.

  • Allow customers to request preferences for what they get in their shipment? - In the case of a Box-of-the-Month type subscription, you may want to allow your customers to choose from a list of available products and request what they receive in their next shipment. For example, in the case of a monthly candle subscription, the default candle in their October shipment might be a pumpkin spice flavor, but you might allow them to switch their October candle to a cinnamon apple flavor instead. For more information on allowing customers to change what product comes in their shipment, please refer to the article Can my subscribers choose what they receive in their subscription shipment?.

  • Allow order to be added to Shopify even if inventory is unavailable? - In the case of a Box-of-the-Month type subscription, you may want the customer's order to be added to Shopify even if the inventory is currently unavailable. In this case, you'll want to set this option to "Yes, allow products to be oversold.".

  • Allow subscription price to be changed from the client-side? - In some very rare instances, merchants may want the flexibility to change a subscription price from the subscriber's dashboard via API. A couple of example use cases might be offering customers a "pay what you want" sliding scale, or trying to reduce churn by offering a lower price if a customer tries to cancel. While the vast majority of subscriptions will have this option set to "No", if you do decide to set it to "Yes", you can specify an amount to act as the floor. For example, in a "pay what you want" sliding scale, if your standard subscription cost is $50 but you want to offer customers the ability to drop as low as $40, you would enter $40 in the "Minimum allowable subscription price".

  • Notify via email when shipment inventory options is less than or equal to... - This option allows you to receive a notification email when the inventory for products included in your subscription shipments drops below a certain amount. By default, this field is set to -1, meaning you won't receive any notifications. If you want to be notified when a product included in your Box-of-the-Month subscription drops below 30 units, for example, you would set this option to 30.

Save your subscription box settings and you'll be all set to configure the product page! For more information on how to configure your subscription product page, please refer to the article What do I need to include on the subscription product page?.

Once you've configured your subscription, you'll want to configure the subscription Shipments. In the case of a Box-of-the-Month style subscription, you may set up a date-based shipment or a cycle-based shipment depending on your goals. Cycle-based shipments can be used to provide an "onboarding" experience, ensuring that the same set of products are sent in the subscribers 1st, 2nd, 3rd, etc box. Date-based shipments can be used to provide all subscribers whose order falls between specific dates (ex: October 1 - October 31) to receive a specific product.

For more information about setting up cycle-based shipments, please refer to the article Can I specify what's in the subscribers' boxes based on what shipment cycle they're on?.

For more information about setting up date-based shipments, please refer to the article Can I specify what's in the subscribers' boxes based on date?.

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