Acquire valuable subscribers

How to setup subscriptions and auto-shipments in combination with Shopify affiliate marketing

by Sophie Alvsaker

Posted: Friday 22nd Febuary 2019 | Updated: Wednesday 14th August 2019

For setting up subscriptions with WooCommerce refer to this article here: WooCommerce setup

Set Up Subscriptions and Auto Shipments for Shopify online stores with ShoutOut MLM App

Subscriptions & auto shipments

Many e-commerce merchants have discovered that offering a subscription option and auto-shipping products or services on a regular basis to customers can build a phenomenally successful business.

Unlike a traditional e-commerce store where customers make a one time purchase, savvy store owners who offer a subscription option enjoy repeat orders on a regular basis, predicability for cashflow, and greater customer loyalty.

How to attract subscribers?

Customers who subscribe to your products or services are highly valuable as you'll be receiving revenue from them on a regular and ongoing basis.

Using affiliate and influencer marketing to attract these high value customers offers a wealth of advantages including:

  • The ability to target your exact audience
  • Distribution of attractive coupons via influencers
  • Improved credibility via recommendations
  • AND only needing to pay on actual sales results!

How to setup subscriptions with Shopify

To provide a subscription or auto ship option you'll first need to setup a third party App to manage repeat orders. For Shopify we recommend one called Recurring Invoices as it requires no changes to ShoutOut to have it work in combination with your referral program.

If you're looking for something more automated and powerful also checkout ReCharge. ReCharge (and similar Apps) require a few changes to ShoutOut and those are explained further below.

Offer discount codes

Once you've decided on your subscription App, we highly recommend the option to setup discount codes for new subscribers. A small discount is often all it takes to encourage customers to finalize that all important sale. If you're using a more powerful subscription management app like ReCharge you'll also need to setup your discount codes within this App as it will be handling all subscription checkouts for your store.

setup discount Shopify coupons to attract customers

You'll be later providing your affiliates and influencers these discount codes that they will then forward onto potential customers. This also ensures affiliates receive credit for any referred sales.

How to setup ShoutOut for subscriptions with Shopify

To ensure your affiliates and influencers are credited for referring subscribers to your store it's important to also setup ShoutOut correctly.

  1. Go to your Shopify Admin
  2. Select Apps, select ShoutOut
  3. From within ShoutOut's main menu under Settings select 'Preferences'
  4. Tick the 'YES, use coupons only' option (subscription Apps pass on coupon codes but not referral links)
Set Shopify Coupons Only in ShoutOut MLM App

Match Coupon/Discount codes to affiliates

To ensure your affiliates receive credit for referrals, ShoutOut will examine the coupon/discount code used during the checkout process. If the code matches one setup for an affiliate in ShoutOut, the sale will be attributed to that affiliate.

To setup the code to an affiliate:

  • Go to ShoutOut's main menu.
  • Select 'View/Edit' under the Affiliates/Influencers heading.
  • Select an affiliate to edit.
  • Enter the same coupon/discount code as previously setup in ReCharge and press UPDATE.
Set affiliates coupon code in ShoutOut App for Shopify

Unique coupon/discount codes should be setup for each affiliate in both ShoutOut and ReCharge.

Repeat Orders with Lifetime Association

ShoutOut also has the convenient ability to credit your affiliates for all future sales from the same customer. Simply enable this option in Settings > Preferences and your affiliate will never miss out on their commission on future orders.

Lifetime Association - ShoutOut MLM App for Shopify

In Summary

We hope this allows you to better understand how to setup affiliate marketing in combination with subscriptions. As always, if you have any further questions, please don't hesitate to reach out to us here at ShoutOut.


About the Author

Sophie Alvsaker ​is a professional educator, presenter and a leading expert in affiliate marketing and referral programs. Sophie is passionate about sharing engaging and practical insights to allow clients to maximize the effectiveness of ShoutOut's many features and tools.

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