> For the complete documentation index, see [llms.txt](https://docs.roadmap.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roadmap.so/subscriptions.md). # Subscriptions - [Getting started](https://docs.roadmap.so/subscriptions/getting-started.md): Start here to set up subscriptions, core automations, and key early decisions. - [Getting started with subscriptions](https://docs.roadmap.so/subscriptions/getting-started/getting-started-with-subscriptions.md): Set up subscription billing, customer self-service, price changes, and recovery workflows. - [Subscription plan settings, field by field](https://docs.roadmap.so/subscriptions/getting-started/subscription-plan-settings-field-by-field.md): Every field on the subscription plan setup form, what it controls, and what to choose for common subscription patterns. - [Shipping discounts for subscription orders](https://docs.roadmap.so/subscriptions/getting-started/shipping-discounts-for-subscription-orders.md): Configure shipping discounts that apply to the first subscription checkout and recurring subscription renewals. - [Subscription auto-tagging](https://docs.roadmap.so/subscriptions/getting-started/subscription-auto-tagging.md): Automatically tag customers based on subscription milestones for segmentation and automation. - [Same-day subscription bundling](https://docs.roadmap.so/subscriptions/getting-started/same-day-subscription-bundling.md): Combine a customer's same-day subscription renewals into one order with one charge and one order number: every rule that decides whether subscriptions combine, how shipping and discounts carry over, a - [Storefront & accounts](https://docs.roadmap.so/subscriptions/storefront-and-accounts.md): Configure the customer-facing subscription experience across the storefront and account pages. - [Adding the subscription widget to your product pages](https://docs.roadmap.so/subscriptions/storefront-and-accounts/adding-the-subscription-widget-to-your-product-pages.md): Place the Roadmap Product Subscription block on the product templates where customers should see subscribe-and-save options. - [Configuring the Product Page subscription widget](https://docs.roadmap.so/subscriptions/storefront-and-accounts/configuring-the-product-page-subscription-widget.md): Style the subscribe-vs-one-time selector that appears on your product pages — labels, layout, colours, fonts, benefits, and spacing. - [The customer subscription dashboard: a tour](https://docs.roadmap.so/subscriptions/storefront-and-accounts/the-customer-subscription-dashboard-a-tour.md): Every action your customers see on their account-page subscription dashboard, including how the Manage Subscription menu changes by status. - [What customers can do from their account page](https://docs.roadmap.so/subscriptions/storefront-and-accounts/what-customers-can-do-from-their-account-page.md): Reference moved — see The customer subscription dashboard: a tour for the current, comprehensive walkthrough of what your customers can do. - [Configuring the Customer Subscriptions widget (legacy customer accounts)](https://docs.roadmap.so/subscriptions/storefront-and-accounts/configuring-the-customer-subscriptions-widget-legacy-customer-accounts.md): Style the customer subscription card on the storefront account page — field-by-field reference for stores on legacy Shopify customer accounts. - [Configuring the Subscription Management block (new customer accounts)](https://docs.roadmap.so/subscriptions/storefront-and-accounts/configuring-the-subscription-management-block-new-customer-accounts.md): Add and style the Subscription Management block on Shopify's new customer accounts — and understand why styling cascades from your theme rather than from Roadmap. - [Loyalty points × subscriptions](https://docs.roadmap.so/subscriptions/storefront-and-accounts/loyalty-points-subscriptions.md): How loyalty points work on subscription contracts — earning, redeeming on upcoming orders, and the surfaces where it shows up in the admin and storefront. - [Managing subscriptions](https://docs.roadmap.so/subscriptions/managing-subscriptions.md): Day-to-day operations on live subscription contracts: finding them, changing them, recovering billing, handling pauses and cancellations, and reading a contract's history. - [Create a subscription for a customer](https://docs.roadmap.so/subscriptions/managing-subscriptions/create-a-subscription-for-a-customer.md): Create a subscription contract from the Roadmap admin, including products, customer details, shipping, payment requirements, and the start date. - [Changing shipping on a subscription contract](https://docs.roadmap.so/subscriptions/managing-subscriptions/changing-shipping-on-a-subscription-contract.md): Move an existing subscription contract to a different shipping rate, or set a custom rate, so renewals keep billing as your shipping setup evolves. - [Adjusting an upcoming subscription order](https://docs.roadmap.so/subscriptions/managing-subscriptions/adjusting-an-upcoming-subscription-order.md): Change a single upcoming subscription cycle without changing the rest of the contract. - [Manually charging a subscription (Order Now)](https://docs.roadmap.so/subscriptions/managing-subscriptions/manually-charging-a-subscription-order-now.md): Charge a subscription on demand from the admin or let the customer trigger it themselves, plus how Order Now interacts with dunning. - [Updating a customer's payment method](https://docs.roadmap.so/subscriptions/managing-subscriptions/updating-a-customers-payment-method.md): How to switch a subscription contract to a new card or wallet — covering the in-modal options on a single contract and the bulk action across many at once. - [Pausing, canceling, and reactivating subscriptions](https://docs.roadmap.so/subscriptions/managing-subscriptions/pausing-canceling-and-reactivating-subscriptions.md): Understand how pause, cancel, and reactivate behave in Roadmap for merchants and customers. - [Churn prevention: cancellation and pause flows](https://docs.roadmap.so/subscriptions/managing-subscriptions/churn-prevention-cancellation-and-pause-flows.md): Intercept subscription cancellations and pauses with a guided flow that captures why customers are leaving and offers a pause instead — so you keep more subscribers. - [The Subscription Activity Timeline](https://docs.roadmap.so/subscriptions/managing-subscriptions/the-subscription-activity-timeline.md): Use the Subscription Activity Timeline to see every event on a subscription contract: payments, edits, customer actions, and Klaviyo triggers. - [The Customer Subscription History card](https://docs.roadmap.so/subscriptions/managing-subscriptions/the-customer-subscription-history-card.md): Lifetime subscription totals for a customer — what the card shows, where the numbers come from, and how it differs from the Activity Timeline. - [Filtering the Subscriptions list](https://docs.roadmap.so/subscriptions/managing-subscriptions/filtering-the-subscriptions-list.md): Every filter type on the Subscriptions list view, what it matches, and how to combine filters to find the contracts you want. - [Working with subscriptions in bulk](https://docs.roadmap.so/subscriptions/managing-subscriptions/working-with-subscriptions-in-bulk.md): The Actions ▾ menu on the Subscriptions list — exporting to CSV, emailing subscribers, importing, syncing, and bulk payment-method updates. - [Marking a subscription as Failed](https://docs.roadmap.so/subscriptions/managing-subscriptions/marking-a-subscription-as-failed.md): When and how to manually move a subscription contract into the Failed status — and how it's different from waiting for dunning to exhaust. - [Customizing the Payment Method Update email](https://docs.roadmap.so/subscriptions/managing-subscriptions/customizing-the-payment-method-update-email.md): Edit the subject and body of the Payment Method Update email customers receive when you trigger the ShopPay $1-checkout recapture flow. - [Sending Roadmap emails from your own address](https://docs.roadmap.so/subscriptions/managing-subscriptions/sending-roadmap-emails-from-your-own-address.md): Have the emails Roadmap sends on your store's behalf, like the Payment Method Update email, come from your own email address: how to request it and verify your sender. - [Rewarding a subscriber with free shipping](https://docs.roadmap.so/subscriptions/managing-subscriptions/rewarding-a-subscriber-with-free-shipping.md): Apply a free shipping promotion to an active subscription contract: for a set number of renewals or all future orders, as a reward, a retention offer, or a goodwill gesture. - [Pricing & billing](https://docs.roadmap.so/subscriptions/pricing-and-billing.md): Manage retries, subscription price changes, and billing realignment for existing contracts. - [Failed payment retries](https://docs.roadmap.so/subscriptions/pricing-and-billing/failed-payment-retries.md): Configure how Roadmap retries failed subscription payments, when contracts become Failed, and how payment recapture works. - [Bulk-adjusting subscription product prices](https://docs.roadmap.so/subscriptions/pricing-and-billing/bulk-adjusting-subscription-product-prices.md): Edit the base price for products that customers can subscribe to — and understand why this only affects new subscriptions, not existing contracts. - [Realigning existing subscriptions to current prices (Price Sync)](https://docs.roadmap.so/subscriptions/pricing-and-billing/realigning-existing-subscriptions-to-current-prices-price-sync.md): Realign every existing subscription contract to your current product prices and selling-plan discounts in one go. - [Subscriptions Klaviyo Integration](https://docs.roadmap.so/subscriptions/subscriptions-klaviyo-integration.md): Lifecycle metrics that trigger flows, the contract data each event carries, and profile properties for segments. - [Subscription created email flow](https://docs.roadmap.so/subscriptions/subscriptions-klaviyo-integration/subscription-created-email-flow.md): Confirm every new subscription: what they subscribed to, the frequency, and when the first renewal lands. - [Upcoming order reminders](https://docs.roadmap.so/subscriptions/subscriptions-klaviyo-integration/upcoming-order-reminders.md): Remind subscribers before each renewal with the Upcoming order metric, with a manage-subscription link that prompts a customer to manage their upcoming order with complete clarity. - [Payment failed email flow](https://docs.roadmap.so/subscriptions/subscriptions-klaviyo-integration/payment-failed-email-flow.md): Recover failed subscription payments with the Roadmap: Subscription payment failed metric, including the retry date for honest dunning emails. - [Subscription failed email flow](https://docs.roadmap.so/subscriptions/subscriptions-klaviyo-integration/subscription-failed-email-flow.md): Reach subscribers whose contract has become Failed with the Roadmap: Subscription failed metric, and bring them back with a reactivation path. - [Klaviyo pre-resume flow for paused subscriptions](https://docs.roadmap.so/subscriptions/subscriptions-klaviyo-integration/klaviyo-pre-resume-flow-for-paused-subscriptions.md): Build a Klaviyo flow for paused subscribers using the Roadmap pause event, retention messaging, Shopify tags, and return incentives. - [Klaviyo win-back flow for cancelled subscriptions](https://docs.roadmap.so/subscriptions/subscriptions-klaviyo-integration/klaviyo-win-back-flow-for-cancelled-subscriptions.md): Build a Klaviyo win-back flow for cancelled subscribers using Roadmap events, cancellation tags, Shopify Flow, and loyalty incentives. - [Troubleshooting](https://docs.roadmap.so/subscriptions/troubleshooting.md): Fix blocked subscription flows, warning states, and contract-specific issues. - [Stock issues on a subscription — what they mean and how to fix them](https://docs.roadmap.so/subscriptions/troubleshooting/stock-issues-on-a-subscription-what-they-mean-and-how-to-fix-them.md): What the Stock Issues Detected banner means on a subscription contract, what triggers it, and the three ways to recover. --- # Agent Instructions This documentation is published with GitBook. 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