Get started with SMART Subscriptions

Updated · SMART Subscriptions (E-TRADE PARTNER)

Install SMART Subscriptions, then follow the Home Setup Guide in order: activate the widget on your theme, create a plan, customize the widget, allow customers to manage under Management, and set up Emails. After that, place a test order and confirm the contract under Subscriptions.

SMART Subscriptions does this with plans, a product-page widget, and a native customer portal.

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On this page
  1. Setup order
  2. Where to go next
  3. Frequently asked questions

SMART Subscriptions is a Shopify subscription app for selling plans, the product-page purchase widget, customer self-service, lifecycle emails, and retry settings. Setup works best when you follow the Home checklist instead of jumping into customization first.

Setup order

  1. Install SMART Subscriptions and open Home.
  2. Activate the widget on your theme: add the Subscriptions Widget theme app block to the product template, then save and publish.
  3. Create a plan under Plans: add one or more options (frequency, billing style, discount) and pick the products or variants.
  4. Customize the widget under Widget (texts, colors, spacing, typography, CSS, translations, defaults) with a live preview.
  5. Allow customers to manage under Management: activate the Subscription management page, and optionally the Thank you page card and Order action button. Each one is added as a block in Shopify's checkout and accounts editor. The portal needs the new Shopify customer accounts.
  6. Set up emails under Emails. Templates stay inactive until you activate them, and each one can send you a test email.
  7. Confirm your store uses a payment gateway Shopify supports for subscriptions. See Payment gateways.
  8. Optional: review payment and inventory failure retries in Settings.
  9. Place a test subscription order, then confirm the contract under Subscriptions and metrics on Home.
StepWhereDone when
Activate widgetTheme editor + HomeSubscriptions Widget is on the published product template
Create planPlansFrequency, billing, discount, and products/variants are set
Customize widgetWidgetLabels and look match your storefront
ManagementManagement + Shopify editorsSubscription management page is active (Thank you page card and Order action button optional)
EmailsEmailsNeeded templates are edited and activated
Gateway checkShopify payments settingsThe gateway is on Shopify's supported list for subscriptions

Follow the Home order

Customizing Widget before the theme block is live, or before a plan is assigned, will not show a working offer. Complete activate widget and create plan first. The widget has no separate on/off switch: visibility is published block + plan assignment.

Where to go next

Start selling subscriptions on Shopify

Install SMART Subscriptions to add selling plans, the product-page widget, customer management, emails, and retry settings from one app.

Install free on Shopify

Frequently asked questions

›Is SMART Subscriptions free?

Yes. SMART Subscriptions is free, with no paid plans and no app fees.

›What is the fastest path to a working offer?

Activate the Subscriptions Widget on the product template, create and assign a plan under Plans, then place a test order. Customize Widget, Management, and Emails after the offer is visible.

›Where do I see if setup worked?

Open Subscriptions for the new contract. Home shows MRR and active subscriptions, refreshed about every 10 minutes.

›How do I get support?

Contact us by chat in the app or by email at support@etradepartner.io.

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