Selling plans
Selling plans enable customers to subscribe to a product by giving them options for different billing frequencies like weekly, monthly, yearly, etc. These configurations are set up in the Selling Plans section of the Loop app.
If you are using a 3rd-party app and then trying to explore Loop Subscriptions as well, it is possible that their widget will be showing our selling plans and create havoc.
What are selling plans
How to set up a selling plan
Availability
Delivery frequency
Billing frequency
Discounts
Min & max billing cycles
Specific day billing
Selling plan description
FAQs
Related articles
Help section
Selling plans are core to the subscription program. It enables you to set up things like how frequently customers would be billed, how frequently the product will be delivered, how much discounts to be offered to customers for enrolling into subscriptions, and so on.
Key Features of Subscription Selling Plans
Delivery frequency: Set how often the products are delivered to the customer.
Billing Frequency: Define how frequently the customer is billed for their subscription.
Discounts: Apply discounts to the selling plan for added customer incentives.
Min & Max billing cycles: Specify the minimum and maximum number of billing cycles for a subscription.
Specific day billing: Choose specific days for billing customers, adding flexibility to the subscription plan.
Settings in Loop and Shopify that use Selling Plans
Subscription Specific Shipping Profiles: Configure shipping profiles that apply only to subscription-based orders.
Auto price updation logics: Automatically update prices based on the selling plan rules and conditions.
Build a Box: Allow customers to customize their subscription box contents using the selling plan.
These settings are configured based on your requirements by navigating to Loop > Selling Plans.
As illustrated in the image below, selling plan groups serve as alternative purchase options to "One-Time Purchase." A single product can be mapped to multiple selling plan groups, offering customers various subscription choices.
Selling plans have a few major settings (configurations) that can be used to create a powerful subscription program as mentioned below. Based on the subscription model that you are trying to implement, the selling plan will be configured differently - Loop > Subscriptions > Selling Plans > Create selling plan
Learn about different subscription models
Under this, you can write the name of the selling plan that you want your customers to see on the store's UI when they look for subscription options for the product. It has four fields -
Name: The selling plan name that will be displayed to customers on the product page
Internal name: It's the same as the "Name" field but for internal purposes only, customers won't see this.
Plan selector title: It's a message that will be displayed on the product page before the selling plan selector, like - Frequency, choose the delivery options, etc
Priority: There might be more than one selling plan assigned to a particular product, so priority sets the order of the selling plan on the product page
As seen on UI -
This option lets you control the availability of the selling plan at the following touchpoints:
Storefront product pages: This option controls if a selling plan should be shown to customers while buying subscriptions through store checkout.
Customer portal: Selecting this option makes the selling plan available on the customer portal for actions such as upsell, swap product and change subscription frequency.
Admin portal: This option controls the availability of a particular selling plan on create subscription and subscription detail page.
This defines how frequently the customer would be delivered the product. You can define billing frequency based on days, weeks, and months. If you select say 2 weeks, then it would mean that product will be delivered once every 2 weeks.
This setting determines how often the customer will be billed for the product. Typically, customers are billed on a pay-per-go basis, meaning they are charged once for each delivery.
However, in some cases, if you prefer to receive an upfront payment for future orders, you can charge for multiple deliveries in one transaction, such as four deliveries at once. This type of subscription is known as a prepaid subscription.
Learn more about how to set up prepaid subscriptions
Discounts are powerful means to convert existing customers into subscribers. There are 3 types of discounts that can be configured on a selling plan:
Learn more about configuring discounts
Through this setting, you can define a minimum number of billing cycles before which a customer can cancel a subscription. Similar to the minimum setting, you can also define a maximum number of billing cycles. This setting is used to ensure customers don’t misuse subscription discounts & gifting subscription boxes where the customer wants to buy a subscription for a maximum of say 3 months.
This feature enables you to bill all the subscribers on the same day. If the delivery frequency is weekly then you can choose a day of the week and if the frequency is monthly then you can choose a date of the month.
Learn more about discounts and same-day billing
Use this field for writing promotional text to describe subscription benefits, discounts, cancellation policies, or anything else. Text added here shows up like this on your widget.
Can we remove the one-time purchase as a selling option in the store?
You can remove the one-time purchase option and sell only as a subscription by enabling the settings from Shopify > Products > Purchase options. Please check this quick video tutorial for the same - sell only as a subscription
Can we configure multiple delivery/billing frequencies for a subscription product?
Yes, you will have to configure the required delivery/billing frequencies in the selling plan to which that particular product is mapped. Go to Loop > Selling plans > Create / Edit selling plan > Add frequency
Can I offer more than one selling plan on a particular product?
Yes, you can do that by creating multiple selling plans in the Loop app and adding that particular product to them. Go to Loop > Selling plans > Create / Edit selling plan > Add / Edit products
Set up specific day billing
Prepaid subscription setup
Subscription models
There is no need to worry. We are here to assist you. Please contact us at support@loopwork.co or feel free to reach out to us through the chat by clicking on the support beacon located at the bottom right corner.
Regards,
Loop Subscription Team 🙂
If you are using a 3rd-party app and then trying to explore Loop Subscriptions as well, it is possible that their widget will be showing our selling plans and create havoc.
Content of the article
What are selling plans
How to set up a selling plan
Availability
Delivery frequency
Billing frequency
Discounts
Min & max billing cycles
Specific day billing
Selling plan description
FAQs
Related articles
Help section
What are selling plans?
Selling plans are core to the subscription program. It enables you to set up things like how frequently customers would be billed, how frequently the product will be delivered, how much discounts to be offered to customers for enrolling into subscriptions, and so on.
Key Features of Subscription Selling Plans
Delivery frequency: Set how often the products are delivered to the customer.
Billing Frequency: Define how frequently the customer is billed for their subscription.
Discounts: Apply discounts to the selling plan for added customer incentives.
Min & Max billing cycles: Specify the minimum and maximum number of billing cycles for a subscription.
Specific day billing: Choose specific days for billing customers, adding flexibility to the subscription plan.
Settings in Loop and Shopify that use Selling Plans
Subscription Specific Shipping Profiles: Configure shipping profiles that apply only to subscription-based orders.
Auto price updation logics: Automatically update prices based on the selling plan rules and conditions.
Build a Box: Allow customers to customize their subscription box contents using the selling plan.
| What can you set up using Selling Plans | Description |
|---|---|
| Standard Subscription | Offer regular subscription plans with set delivery and billing frequencies. |
| Prepaid Subscription | Provide customers with the option to pay for their subscription in advance. |
| Gift Subscription | Enable customers to purchase subscriptions as gifts for others. |
| Build a Box | Let customers create personalized subscription boxes by selecting their preferred items. |
| Trial Subscriptions | Offer trial periods for subscriptions to attract new customers. |
| Membership Subscriptions | Create subscription plans tied to membership benefits and exclusive access. |
These settings are configured based on your requirements by navigating to Loop > Selling Plans.
As illustrated in the image below, selling plan groups serve as alternative purchase options to "One-Time Purchase." A single product can be mapped to multiple selling plan groups, offering customers various subscription choices.
How to Set up a Selling Plan in Loop.
Selling plans have a few major settings (configurations) that can be used to create a powerful subscription program as mentioned below. Based on the subscription model that you are trying to implement, the selling plan will be configured differently - Loop > Subscriptions > Selling Plans > Create selling plan
Learn about different subscription models
Edit Selling Plan
Under this, you can write the name of the selling plan that you want your customers to see on the store's UI when they look for subscription options for the product. It has four fields -
Name: The selling plan name that will be displayed to customers on the product page
Internal name: It's the same as the "Name" field but for internal purposes only, customers won't see this.
Plan selector title: It's a message that will be displayed on the product page before the selling plan selector, like - Frequency, choose the delivery options, etc
Priority: There might be more than one selling plan assigned to a particular product, so priority sets the order of the selling plan on the product page
As seen on UI -
Availability
This option lets you control the availability of the selling plan at the following touchpoints:
Storefront product pages: This option controls if a selling plan should be shown to customers while buying subscriptions through store checkout.
Customer portal: Selecting this option makes the selling plan available on the customer portal for actions such as upsell, swap product and change subscription frequency.
Admin portal: This option controls the availability of a particular selling plan on create subscription and subscription detail page.
Delivery frequency
This defines how frequently the customer would be delivered the product. You can define billing frequency based on days, weeks, and months. If you select say 2 weeks, then it would mean that product will be delivered once every 2 weeks.
Billing frequency
This setting determines how often the customer will be billed for the product. Typically, customers are billed on a pay-per-go basis, meaning they are charged once for each delivery.
However, in some cases, if you prefer to receive an upfront payment for future orders, you can charge for multiple deliveries in one transaction, such as four deliveries at once. This type of subscription is known as a prepaid subscription.
Learn more about how to set up prepaid subscriptions
Discounts
Discounts are powerful means to convert existing customers into subscribers. There are 3 types of discounts that can be configured on a selling plan:
Learn more about configuring discounts
Min & max billing cycles
Through this setting, you can define a minimum number of billing cycles before which a customer can cancel a subscription. Similar to the minimum setting, you can also define a maximum number of billing cycles. This setting is used to ensure customers don’t misuse subscription discounts & gifting subscription boxes where the customer wants to buy a subscription for a maximum of say 3 months.
Specific day billing
This feature enables you to bill all the subscribers on the same day. If the delivery frequency is weekly then you can choose a day of the week and if the frequency is monthly then you can choose a date of the month.
Learn more about discounts and same-day billing
Selling plan description
Use this field for writing promotional text to describe subscription benefits, discounts, cancellation policies, or anything else. Text added here shows up like this on your widget.
Frequently Asked Questions
Can we remove the one-time purchase as a selling option in the store?
You can remove the one-time purchase option and sell only as a subscription by enabling the settings from Shopify > Products > Purchase options. Please check this quick video tutorial for the same - sell only as a subscription
Can we configure multiple delivery/billing frequencies for a subscription product?
Yes, you will have to configure the required delivery/billing frequencies in the selling plan to which that particular product is mapped. Go to Loop > Selling plans > Create / Edit selling plan > Add frequency
Can I offer more than one selling plan on a particular product?
Yes, you can do that by creating multiple selling plans in the Loop app and adding that particular product to them. Go to Loop > Selling plans > Create / Edit selling plan > Add / Edit products
Related articles
Set up specific day billing
Prepaid subscription setup
Subscription models
Need help?
There is no need to worry. We are here to assist you. Please contact us at support@loopwork.co or feel free to reach out to us through the chat by clicking on the support beacon located at the bottom right corner.
Regards,
Loop Subscription Team 🙂
Updated on: 02/09/2024
Thank you!