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How do I get started and set up my first subscription plan in Subi?

Create and launch your first Subi subscription, membership, or box plan with setup steps, feature overview, widget activation, and testing.

Updated this week

Subi is a subscription management platform built for Shopify stores. With Subi, you can easily launch, manage, and grow recurring revenue models such as subscribe & save, subscription boxes, and memberships. This guide shows you how to set up your first subscription plan in Subi so you can start selling on a recurring basis, from plan creation to widget activation and testing.


What can I create with Subi?

To decide what to set up first, here’s what each subscription model lets you do:

Subscribe & Save

When you ask “How do I offer Subscribe & Save in Subi?”, the answer is that you can let customers subscribe to a product at a discount to improve retention and predictable revenue.

Example: Offer a monthly coffee subscription so customers receive beans every month at a discounted price.


Membership Programs

If you’re wondering “How do memberships work in Subi?”, memberships give subscribers access to perks such as exclusive content or discounts.

Example: Launch a multi-tier membership with monthly or yearly billing that unlocks member-only content.

Subscription Box

If your question is “How can I sell curated bundles on a schedule?”, use a subscription box to deliver themed products on a recurring basis and increase average order value (AOV).

Example: Offer a skincare box where customers receive a curated set each month at the best price.


How do I create my first subscription plan?

Follow these steps in Subi to create your first subscription offering:

Step 1: Access the Plans tab

  • In the Subi dashboard, open Plans in the left navigation.

  • Click Create Plan.

Step 2: Select your subscription plan type

Choose the plan type that fits your business model, including Subscribe & Save, Membership, Subscription Boxes or Bundles.

  • Choose the plan type that fits your business model.

  • Click Learn more next to each option to view examples and detailed descriptions.

  • If you choose Subscription Box, you’ll select a subtype:

    • Fixed bundle: The same products in every box.

    • Mystery box: A surprise assortment in each delivery.

Step 3: Select your products

  • Choose which products are included in your new plan.

Step 4: Define billing frequency and discounts

  • Click Edit under Selling Plan to set intervals such as weekly, monthly, or quarterly.

  • Add a discount to encourage subscriptions.

Step 5: Save and enable the widget

  • Save your subscription plan.

  • Enable the Subi subscription widget in Shopify:

    1. In Shopify admin, go to Online Store → Themes.

    2. Click Customize on your active theme.

    3. In the theme editor, select App Embeds.

    4. Find the Subi Subscription Widget and toggle it on.

    5. Click Save.

Once enabled, the widget appears on eligible product pages. If it isn’t displaying, review our Shopify eligibility requirements or see the Widget troubleshooting guide.

Note: Subi automatically matches the widget’s design to your shop for seamless integration.

Step 6: Customize your subscription widget

  • Open the Widget tab in Subi.

  • Adjust appearance and text using built-in templates.

  • Advanced users can further customize the widget with HTML/CSS.

Verify Your Setup

  1. Ensure that your subscription plans are fully configured in Subi.

  2. Confirm that the subscription widget has been added to your product page

Additional Tips

  • If you encounter any issues during or after setup, we recommend reaching out to Subi’s support resources for further troubleshooting.

  • Explore plan-specific articles in our help center when you’re ready to expand beyond your first plan.


How do I test my subscription plan?

Before going live, we recommend testing your subscription setup to make sure everything works correctly. You can find step-by-step guides here:


Next Steps

You’re ready to launch your new subscription offering! For in-depth tutorials, best practices, and expert support, visit Subi Academy.

Also, if you want deeper, plan-specific guidance, see these help center articles:


Need Help?

Feel free to contact our support team. We're here for you anytime:

  • Live Chat: Message us from within the Subi app or your Shopify Admin.

  • Email: Reach us at [email protected].

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