Avalara available for merchants on Shopify Checkout

Avalara is a tax calculation and filing software that integrates with Recharge on Shopify and BigCommerce. However, we have not yet approved its use until now for merchants using Shopify checkout for subscriptions & merchants who've converted to the new Shopify checkout.

What’s new?
We’ve tested Avalara on Shopify checkout using Shopify's own integration and determined both checkout and subsequent recurring charges both fetch tax and report tax correctly in Avalara.  We’ve also validated that stores who've converted from Recharge to Shopify checkout or recently migrated to Shopify checkout are able to use Shopify's integration with Avalara to fetch tax on checkout and recurring charges.  Stores who've converted from Recharge to Shopify checkout or migrated to Shopify with customers on another payment platform can additionally using our own Avalara integration to fetch tax on migrated/converted recurring charges.

How does it work?
Stores that have launched on Shopify checkout should setup Avalara on Shopify only. Shopify has an agreement with Avalara to subsidize the costs of Avalara transactions, hence all Shopify checkout and recurring charges fall under that agreement.

Stores who've recently switched to the new Shopify checkout (either via migration or via converting from Recharge checkout) should setup Avalara on Shopify and in Recharge.  All Shopify checkout and recurring charges will be calculated by Shopify’s own Avalara integration (and billing agreement).  All migrated/converted customers who are billed by Recharge will need to use Recharge’s Avalara integration to fetch tax.  These migrated/converted customers will be billed separately by Avalara (since they do not fall under Shopify's billing agreement).  All merchants still must be on Shopify Plus to use Avalara on Shopify.

Where can I learn more?
To learn more about Avalara and Recharge, visit support documentation here.

What’s next?
Any merchants who are waiting to convert from Recharge to Shopify checkout but have been waiting on Avalara, can now be setup with the integration by support. Please contact support@rechargepayments.com for assistance setting up Avalara Avatax.

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

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

Quick Actions is now generally available

Quick Actions is now generally available to be used with the Klaviyo v2 integration. 

Quick Actions are standard URLs that make it simple for customers to perform a variety of actions like skip, swap, reactivate and add a one-time product to their subscriptions. Once the customer verifies their identity using 2-factor authentication, they can perform the actions without needing to log into their portal.

Want to start offering an easier way for your customers to manage their subscriptions?

  1. Quick Actions can be used in your Klaviyo flows and campaigns. Make sure Klaviyo V2 is installed.
  2. Use the URL Builder to create a Quick Action.
  3. Check out some examples of Quick Action use cases and learn more about set up here

Visit our support documentation to learn more about Quick Actions. 

RechargeSMS: Now available as an exclusive Recharge integration

We’re home folks

We are excited to announce the launch of the official RechargeSMS integration! Now merchants can easily enable this transactional SMS service for their store without the need to authorize with Shopify or Recharge.

What’s new?
  • All previous installations of RechargeSMS will continue to be accessible via the Apps view in their Shopify store.
  • All new instances of RechargeSMS will be enabled from the store’s Recharge Integrations page.
  • Merchants no longer need to enter their Shopify store URL into an installation page to authorize with Shopify or with Recharge.
How does it work?
  • By visiting the Recharge Integrations page, a merchant can simply click “Enable” and add RechargeSMS to their store.
  • After enabling SMS, the store owner can visit the enabled integrations page and click “Open” to re-open RechargeSMS
  • they can also revisit the application via the /sms URL structure.


Please visit our documentation to learn more: Support Article

ShipperHQ Support for BigCommerce Customer Groups

Recharge now supports ShipperHQ’s Customer Group feature with BigCommerce. You can offer specific shipping rates that depend on the customer group a customer belongs to in ShipperHQ. For example, if you wanted to offer free shipping to customers that are in the military, then you could create a customer group called Military Customers and apply a free shipping rate.

How does it work?

  • When a cart is passed from BigCommerce to RCI checkout on BigCommerce, the customer group will be included as a notes attribute on the checkout
  • The customer group will be sent to ShipperHQ when retrieving shipping rates to ensure that shipping is calculated correctly.
  • Once the order is created, the customer group will be stored as a cart attribute on the purchase.
  • Recurring orders and Add/Swaps will also use the customer group stored in the cart attributes for the purchase.
Please visit our documentation to learn more. 

Streamlined UX update for Integrations page!

All merchants using Recharge can now 'manage' their enabled integrations directly from the landing page of the All Integrations tab of Merchant Portal. 

How does it work
  • If the integration is not enabled, clicking the 'Get' button will initiate the process of enabling it
  • If the integration is enabled, the 'Get' button will be replaced by the 'Manage' button. Clicking on this will directly take the admin into the integration's landing page. 

Additionally, there are visual updates to the UI for a more consistent experience for the Merchants admins visiting the Integrations tab. Please note that 'Enabled Integrations' tab remains unchanged in functionality.

To check out this update, log in to Recharge today!

Webhook enhancement for deleted subscriptions!

All merchants and partners using Recharge subscription/deleted webhook can now access the full subscription object within the webhook payload. 

The webhook is triggered when a subscription is deleted. The updated webhook payload now includes 30+ parameters including Customer ID and Email. The additional parameters allow merchants and partners to accurately trace deleted subscriptions for creative use-cases such as 

  • Maintain internal alignment with downstream systems
  • Deliver enhanced customer support
  • Data audits
  • and more!

Note: Updates to the subscription/deleted webhook will not affect the subscription/cancelled webhook.  

To learn more, visit our API Reference Documentation here

ShipperHQ integration now available on Recharge Checkout

Merchants using Recharge Checkout on Shopify or BigCommerce now have access to the Beta integration with ShipperHQ - a third-party provider for shipping rates. 

Using ShipperHQ with Recharge enables: 

  • merchants to offer shipping rates from all the major carriers such as UPS, FedEx, USPS, DHL, Canada Post in addition to other international carriers
  • transparency to subscribers while selecting between shipping options during checkout
  • set up of 'Shipping Groups' to assign/restrict shipping rules to specific groups of products so merchants can get granular with rate presentment and campaigns. Learn more about this feature on ShipperHQ documentation page
  • and more! 

To add ShipperHQ to your store, visit the 'Integrations' tab on your Recharge app today. Note: A ShipperHQ account is required to fully activate the integration. 

To learn more about this integration, please visit our support documentation here

Improved integration with Klaviyo with new metrics and properties

All merchants using Recharge now have access to our Version 2 (V2) integration with Klaviyo through the 'Integrations' tab of your Recharge application.

As part of V2 integration with Klaviyo, Recharge has redesigned the self-serve install process and improved information flow to Klaviyo from Recharge. Klaviyo V2 integration also supports custom properties as well as additional metrics such as:

  • Started Checkout*
  • Subscription started on Recharge
  • Order upcoming on Recharge
  • Order upcoming (prepaid) on Recharge
  • Subscription expired on Recharge
  • Subscription canceled on Recharge

Using the new customer properties and metrics, multiple quick actions can be combined by merchants to create flows and segments in Klaviyo. These can then be used to send targeted emails to key customer segments. 

To start using Klaviyo V2 or migrate from Klaviyo V1 to V2, visit our support documentation here.

*For merchants using Recharge with Shopify Checkout Integration, the 'Started Checkout' metric will be sent from Shopify instead of Recharge.

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