1. Inside of your Subscription plan, you are going to configure all of the products you want your customers to receive and where the order is sent, when they are charged from the payment processor.
2. Inside of CartHero, click on the subscription product that you have created in Stripe
3. Right now, our only subscription type is a Rotate.
The subscription type Rotate, means that members are going to rotate through the sequences below. Inside those sequences you are going to add the products, and orders are going to be created using the products from each of the sequences.
4. Under Sequence #1, you will add the products that you want your customers to receive on their first re-bill (not the products for when you first added the customer, but when you receive the first re-bill).
Once you add in additional sequences (this feature is going to be available within the next few weeks), the Rotate subscription type will rotate your customers through your different sequences. So, on the first re-bill, they will receive the products in Sequence #1, and on the second re-bill they will receive the products in Sequence #2, and so on...
Your customers will rotate through all the sequences, and after they receive the products in the last sequence, they will rotate back up to Sequence #1, and continue rotating through sequences.
5. Close to the top of this page you will see the words "This subscription plan is deactivated and will not create orders."
Right now, this plan is deactivated and it will not create any orders. Any charges that we(CartHero) receive, from that subscription product, will be ignored and not order will be created, because you may have this subscription product configured in another platform.
6. If you have this subscription product configured in another platform, you should go ahead and set up all of your products in your sequences, toggle this switch on to activate your subscription, and then immediately deactivate the subscription product on your other platform.
The moment that you toggle that switch on, we are immediately going to start creating orders for the subscription product. If you do not deactivate the subscription product on your other platform, then duplicate orders will be made by the other platform and by us.
7. In the Funnel section, you will need to select or create a funnel. This will tell us exactly which fulfillment and marketing integrations that you want to use for this subscription plan, and tells us exactly what to do with these orders.
8. To set up your funnel, you will first want to create a funnel
9. Give your funnel a name
You can use the same funnel for all of your subscription plans, or you can set up different funnels for each subscription plan if you want them to do different things (send to different fulfillment centers or use different marketing integrations).
10. Select the hostname that you want to use
11. Insert the path that you want to use
12. Select the Payment integration that you would like to use
13. Click on Add and edit funnel
14. Once you are inside your funnel, this is where you are going to tell us exactly what you want do with your orders when they come in from your subscription plan.
15. Select the fulfillment that you would like to use (Shopify or Woocomerce)
16. If you want to set up marketing, this is where you can connect your Klaviyo.
Every time your customers re-bill, it will add their contact information to the Klaviyo list you select.
17. Save your funnel
18. Now, you are going to go back to your deactivated plans and search for your product subscription
19. Under Funnel, you are going to search and select the funnel that you just created.
Again, this funnel is going to tell this subscription plan exactly what to do with your orders (fulfillment and marketing).
20. Save your subscription plan
21. Go back into your subscription plan, under Deactivated Plans.
22. Next, we need to add products to Sequence #1
Remember, these products are what your customers will receive on their first re-bill, not when they join the subscription or sign up.
23. Click on Add product
24. Search for the product that you want your customer to receive on the first re-bill
25. Click Add product to subscription plan
26. If you want to include multiple products, repeat those steps to add products until all your products are added.
If you have multiple products, then we will split up the subscription cost among the items on the receipt (for example, if your subscription is $20 and you have 2 products, each product is going to be $10 on the receipt, for a total of $20).
27. Now that you have your products added, you are ready to toggle this switch from off to on.
When you do this, we are going to start creating orders for this subscription.
28. Save your subscription plan
29. We are now creating orders for your subscription plan
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