New Order Details and Subscription Details pages

We redesigned two essential pages to streamline your experience while editing a customer's subscription settings, as well as provide a more intuitive, in-depth view of processed orders.

Subscription Details page
The new Subscription Detail is designed to offer a greatly clarified and streamlined experience when editing a customer’s subscription settings.

Key features
  • Consolidates subscription settings into subsections (e.g. “Product details,” “Order schedule”) for clearer visibility. 
  • Displays the nearest Recent and Upcoming orders on the subscriptions page so that a subscription's most relevant orders can be easily accessed and managed.
  • Supports secondary subscription management tasks (e.g. address or payment method updates, line item property management, etc.) via secondary menus for a cleaner page design.

Order Details Page
The new Order Details page is designed to offer a more intuitive view of a Recharge order. Our ultimate goal is to make this page visible for orders in any status, with the management options appropriate for that status (e.g. reschedule upcoming orders, retry chart errors, refund processed orders). But we’re starting by replacing the Order Details page that exists for processed orders.


For more information read our blog post or visit our support documentation


Improved handling of failing webhooks!

All merchants using Recharge webhooks will now benefit from a webhook management update that reflects industry best practices on the identification and handling of webhooks that are failing. 

The update includes several enhancements such as: 

  • removal of webhook after 20 failed retries to prevent inundating your webhook endpoint (since no messages will be received from Recharge for a failing webhook)
  • system-generated email alerts when failed delivery attempts are detected and/or the webhook is removed after several failed delivery attempts.

To learn more on how to address failing webhooks, please review our support documentation.

RechargeSMS: Redesigned Onboarding Experience!

RechargeSMS has a completely redesigned onboarding experience, featuring a streamlined walkthrough process, SMS status indicators, and UI elements built to make activation guided, friendly and fast.

What’s new?

  • Short and sweet — We’ve reduced the process to 2 main stages + one-click activation
    • Enable Features, Format Products, & Activation
  • New UI Element — A guiding companion to get merchants through onboarding (and more - coming soon 😉)
    • Explains each step and reinforces with feedback
  • New Status Indicator (red, yellow, green)
    The new Messaging Limited (yellow) status will inform merchants that they only have a test segment on - they need to turn on their opt-in to activate, offering more clarity on service status.

How does it work?

  • When a merchant installs RechargeSMS, they will be greeted by a new UI element that sits at the bottom left of the screen, inside the sidenav. They can move through onboarding by clicking the CTA at the bottom.
  • They can enable our recommended features with just a click or explore on their own.
  • Merchants will be prompted to import their products and format titles.
  • Lastly, they can either turn on their opt-in to activate SMS or start with a test segment first.
    • RCS and SCI stores at this stage see slightly different UI

Please visit our documentation to learn more: Support Article

Shopify 2.0 Subscription Widget is now in open Beta


Merchants looking to use a Shopify 2.0 theme can now install or upgrade to our new Shopify 2.0 Subscription Widget.


Feature highlights 

  • Quick and easy setup 
  • The ability to drag and drop the position of the widget 
  • Leverages Shopify's app block sections
  • No coding required 
  • If you are upgrading you can install it on an unpublished 2.0 theme to avoid any downtime

Availability

  • Merchants using the Shopify Checkout integration or the Migrated Shopify Checkout Integration
  • You can upgrade as soon as you have an unpublished or published 2.0 theme installed on your Shopify store. 

Not sure which checkout is in use for your store? Follow the simple steps here to find out. 

To learn more, visit support documentation here.

Cart Notes now available with Shopify Checkout Integration

All merchants using Recharge with Shopify Checkout Integration now have the ability to capture/manage cart notes (custom free form text field) for an order and add it to the customer's subscription contract in Shopify. 

Cart notes can be

  • added by a customer in their cart before checkout OR
  • viewed, added, or edited by the merchant through the Recharge merchant portal
This field can be used flexibly in a variety of scenarios such as:
  • packaging or delivery instructions
  • feedback on experience
  • special instructions / additional information
  • and much more!
Note: To fully utilize this feature with Recharge, you must enable ‘cart notes’ in your Shopify portal as well.

Cart notes are also supported for merchants using Recharge Checkout with Shopify or BigCommerce. 

To learn more, visit our support documentation here.

Multiple payment methods support is coming to your store!

All merchants using Recharge will soon be able to let their customers manage multiple payment methods for their account.This feature enables several enhancements such as:
  • Streamlined UX to let customers view/add unique payment methods per subscription such as PayPal, Apple Pay, Credit cards, etc.
  • Ability to assign a payment method to a specific address
  • Reduce friction by automatically displaying payment type and the last 4 digits of payment card
  • An improved UI experience to the shipping, billing, and subscription pages on the Recharge customer portal
At launch, the feature can be accessed through:
  • Merchant portal for admins
  • Customer portal standard themes (Novum & Prima) and custom themes built on the Theme Engine (v4.0.0 or above)
IMPORTANT: This feature is being rolled out in phases and will soon be available with your store if not already enabled.

To learn more, visit our support documentation here.

Rulesets have become Collections

In the past, you couldn’t leverage Collections if your existing products were within a ruleset.

Now, you can find all your existing rulesets under your Collections tab, you won’t lose any of the functionality you have today, and can now make full use of the Collections feature. 

You’ll experience these immediate benefits: 

  • The ability to add products to multiple collections
  • Bulk edit an entire collection to the same product rule settings
  • Curate custom collections
  • Assign a custom collection to your customer portal 

To learn more about Collections, visit support documentation here

RechargeSMS: Cart Opt-in for Shopify Checkout

RechargeSMS is now available for Shopify Checkout! Merchants using Shopify Checkout can now deploy a fully customizable opt-in widget on their cart page, allowing subscribers to opt-in to transactional SMS messages in the purchasing journey.

What's new?

  • A cart opt-in card has been added to the RechargeSMS dashboard for merchants on Shopify Checkout. 
  • After clicking, the cart opt-in card will prompt merchants to enable the cart opt-in and customize the tool. 
  • Once the opt-in has been enabled, RechargeSMS will automatically inject the widget into the merchant’s Shopify theme based on the default placement and colors chosen in the customization phase. 
  • Should a merchant wish to manually change the placement or coloring, a walkthrough video has been created to provide instruction on implementation.

Please note: Merchants who have converted, or are in the process of converting from Recharge Checkout to Shopify Checkout will no longer be able to display the SMS opt-in on their checkout page, and will have to deploy the cart opt-in for their store. 

Current subscribers and tool functionality will not be affected with this launch. The only functionality changing will be where customers can opt-in, in the purchase journey.

Be sure to visit our documentation to learn more: Support Article

Broader triggers for store/updated webhook

The store/updated webhook for all merchants is now updated to emit the webhook when for a wider variety of triggers such as: 

  • changes to any fields in the store object, including a change in URLs
  • changes to the theme in use
  • changes to checkout in use

Merchants and partners can use this webhook to track critical changes to their store such as: 

  • update/review advanced customizations that might be negatively impacted due to changes in key URLs 
  • 3rd party integrations can pro-actively identify the appropriate version of their solution that is compatible and performant with the store type

To learn more about webhooks, check out our API Reference Documentation

RechargeSMS: New Landing Page Opt-in Widget

RechargeSMS now has the ability to generate a landing page for customer opt-in! Creating a landing page easily allows for existing subscribers to opt-in to transactional messages outside of the checkout flow and via email & SMS.   

What’s new?

  • A landing page opt-in card has been added to the RechargeSMS dashboard.
  • Once clicked, the landing page card will prompt merchants to customize their branding information (Shop Name / Logo / Primary Color). 
  • The card also provides an interactive UI for merchants to preview and customize.

How does it work?

Merchants:

  • Once branding information has been finalized, the customizations produce a dynamic code snippet (HTML/CSS/JS) generated after the merchant clicks “Save”.
  • Merchants are then directed to create a new page in the Shopify store settings where the custom script is pasted after selecting the 'Show HTML' button.
  • After saving, the widget is then displayed for subscribers to interact with.

Subscribers:

  • On the widget page, subscriber’s can enter the email associated with their subscription as well as a phone number.
  • Completing the form will prompt:

    • A text message with a validation code to ensure the number belongs to them.
    • An email (the one entered) an authorization URL to authenticate the changes.

Be sure to visit our documentation to learn more: Support Article

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