Spiffy makes it easy to charge subscriptions, manage subscriptions, and trigger automations based on a variety of subscription purchase and billing events.

We’re going to cover all the basics, from creating your first subscription products and plans, to setting up subscription-specific billing automation triggers.

Table of Contents

• Subscription Structure
• Creating Subscriptions
• Add Subscriptions to a Checkout
• Managing Subscriptions
• Subscriptions Automation

Subscription Structure

• Subscription Product – This can have multiple Subscription Plans, and multiple Subscription Options.
• Subscription Options – Options are a group of plans, that enable you to run specific billing automations for all plans added to that Option, for example: Automatically removing access or remove tags for a specific program if a specific subscription cancels.
• Subscription Plans – Plans are the price point and frequency of payment for a Subscription Product. Example: $50 price point, on a Monthly frequency – or – $500 price point on an Annual frequency; both plans are selling the same product.

Creating Subscriptions

You can create Subscription Products by clicking on Products in the left navigation menu.

1. Click on Products at the left navigation menu
2. Click on the Create New Product box at the top of the Products page
3. Choose Subscription for the Product Type
4. Give your subscription product a Name and Description
5. Configure your subscription pricing by creating Options and Plans
6. ‘Simple’ creates your subscription plans without assigning them to an Option (or group). ‘Advanced‘ allows you to create one or more Options and assign your Plans under them. This gives you more control over how your subscription-level automations will run. If you’re not sure, you can start with Simple and create Options later
7. Enter the amount of each subscription payment, and the frequency of payments. Typically the name of the plan is the same as the frequency, but you have the ability to name it something different
8. Click Add Plan to create multiple plans
9. When finished, click Create Product
10. You will be automatically taken to your new Subscription Product’s performance dashboard

Advanced Setup:
If you need more control over subscription-specific Billing Automation, you will want to get acquainted with creating Options, even if you aren’t using tier-based pricing.

Learn more about setting up Subscription Options

Payment Frequencies

Here are the payment frequencies available for Subscriptions:

• Weekly
• Every 2 weeks
• Monthly
• Every 4 weeks
• Every 2 months
• Quarterly
• Every 4 months
• Every 6 months
• Yearly

Add Subscriptions to a Checkout

Subscriptions are added to your checkout as a block which makes it easy to offer multiple options for customers to choose between if needed.

Learn more about the Subscription element

Managing Subscriptions

Manage your customers’ subscriptions via subscription records. Features include change billing date, upgrade/downgrade, refunds, and more.

Learn more about Subscription Management

Subscriptions Automation

Set up various purchase and billing automations on your subscription plans.

Learn more about Subscription Automation