Green Shipping Protection by Corso available for all Shopify merchants

Corso provides both carbon offsets and shipping protection to Recharge brands through Green Shipping Protection, a free Shopify app. 

How does it work?

In case of a shipping issue, Corso's concierge team will connect with the customer within one hour to resolve the issue in the form of:

  • replacement order within 24 hours (brand gets 100% of the reorder revenue)
  • refund to the customer

Customers also have the option to:

  • offset 100% of the shipping carbon on their subscription orders
  • add Green Shipping Protection to their orders to protect against carrier mishandling
  • offsetting their last-mile shipping carbon

All last-mile shipping carbon will be offset through our partner Cool Effect, whose carbon offset projects have been carefully vetted and verified. Merchants can track their carbon offset data within the Corso dashboard.

Where can I learn more?

To get started or learn more about Green Shipping Protection by Corso's Recharge integration, check out Corso's blog post and visit Corso' support documentation here.

RetentionEngine available for merchants on Recharge Checkout

RetentionEngine is a no-code cancel flow that retains customers with personalized treatments and predictive analytics.

How does it work?

RetentionEngine lets the merchant build a dynamic and personalized cancel experience in order to retain subscribers, capture insights/ data on churn, and then provides a path to proactively mitigate churn. Merchants can set personalized treatments for customers based on their reason for canceling, their lifetime value, product ID, or when customers signed up. Treatments include discounts, FOMO, gifts, one-click pausing, plan/product swaps, and more. 

Where can I learn more?

To get started or learn more about RetentionEngine, check out our blog post, walkthrough video, and visit RetentionEngine's support documentation here.

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


Peel Insights available for all Shopify merchants

Peel Insights is an automated customer analytics platform that helps Shopify merchants grow faster by making it easy to see what’s happening and why. 

How does it work?

The integration allows Recharge to pass merchant’s subscription data into Peel’s platform, providing better data segmentation and insights. Peel users can now connect to Recharge and gain instant access to 41 subscription metrics, allowing merchants to accurately analyze subscription data such as:

  • subscription metrics by cohorts
  • post-purchase revenue data
  • duration of active subscribers
  • segmentation by locations, products, or subscription types (cancellation reason, day of the month, order frequency, pre-paid, etc.)

Where can I learn more?

To get started or learn more about Peel Insight’s Recharge integration, visit Peel’s support documentation here.

'Collections' API resource is now available!

All merchants using v2021-11 of the Recharge API can now access the 'Collections' endpoint resource to manage their collections, a powerful way to group products. 

Using this new API resource, merchants can create/edit/delete collections with simple API calls for actions such as: 

  • Create, update, and delete a collection
  • List collections
  • List products in a collection
  • Bulk add products to a collection (up to 250 products)
  • Bulk Delete products from a collection

Additionally, merchants using the Recharge Theme Engine can also personalize subscriber experience in the customer portal by only presenting collections that are best suited to a customer's existing subscription products.   

To learn more, please visit our API reference docs.

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.

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.

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