# Subscribfy Docs

## Docs

- [Request a Demo](/docs/demo): Schedule a 30-minute walkthrough to see how Subscribfy can drive retention for your store
- [Welcome](/docs): Welcome to Subscribfy - The complete subscription management platform for Shopify
- [Try the Widget](/docs/try-widget): 
- [Customer CX Guide](/docs/customer-cx): Complete guide for customer support teams handling membership and store credit inquiries
- [API Reference](/docs/data-teams/api-reference): RESTful API for programmatic access to Subscribfy data
- [Data Exports](/docs/data-teams/exports): Export subscription data for analysis, reporting, and integration
- [Data Teams Guide](/docs/data-teams): Technical documentation for data and analytics teams
- [Webhooks Advanced](/docs/data-teams/webhooks-advanced): Technical guide for implementing and consuming Subscribfy webhooks
- [Subscribfy API Key](/docs/developer/api-key): Authenticate API requests with your unique Subscribfy API key
- [Cart Attributes](/docs/developer/cart-line-attributes): Control Subscribfy discount behavior using cart attributes for headless stores
- [Checkout Membership Text Customization](/docs/developer/checkout-membership-translations): Customize membership and recurring payment text at Shopify checkout using theme translations
- [Churn Offer Copy Customization](/docs/developer/churn-offer-customization): Rewrite every piece of copy in the cancellation offer modal and the dashboard active-offer badge from your theme, using window.SubscribfyOffers, DOM events, and CSS hooks.
- [Custom Pixel (Event Tracking)](/docs/developer/custom-pixel): Track user interactions on your storefront with Subscribfy's custom pixel for analytics and conversion tracking
- [How to Capture a HAR File](/docs/developer/har-file): Learn how to record network activity for troubleshooting issues
- [Developer Documentation](/docs/developer): API reference, webhooks, and technical integration guides for developers.
- [Mermaid Diagrams](/docs/developer/mermaid-diagrams): Visual diagrams for documentation using Mermaid
- [Shopify Metafields](/docs/developer/shopify-metafields): Complete reference of all metafields that Subscribfy creates in your Shopify store
- [Actions, Targets & Selections](/docs/discounts/actions-targets-selections): What a discount does, what it applies to, and how candidates are chosen
- [Conditions](/docs/discounts/conditions): Control when a discount fires and which lines or options it matches
- [Examples](/docs/discounts/examples): Ten ready-to-build promotions and their flow diagrams
- [How It Works](/docs/discounts/how-it-works): The compilation pipeline and runtime behind the visual builder
- [Discounts Functions Flow](/docs/discounts): Build Product, Order, and Shipping discounts visually on a node-based canvas
- [Automated Customer Notifications](/docs/marketing/automated-notifications): Set up automated emails via Klaviyo to keep customers engaged with your loyalty and membership programs
- [Cancellation Reasons](/docs/marketing/cancellation-reasons): Customize the reasons customers pick from when they cancel a membership or product subscription
- [Churn Offers Configuration](/docs/marketing/churn-offers): Create retention offers to prevent membership cancellations
- [Marketing Team Guide](/docs/marketing): Everything marketing teams need to know about Subscribfy
- [Integrations Setup Guide](/docs/marketing/integrations-setup): Step-by-step setup for email, SMS, and loyalty platform integrations
- [Analytics Dashboard](/docs/storeowners/analytics): Comprehensive analytics for membership, subscriptions, payments, and customer behavior
- [Storeowners Guide](/docs/storeowners): Essential documentation for store owners and managers
- [Messaging & Email Templates](/docs/storeowners/messaging): Customize email notifications sent to your customers
- [Settings](/docs/storeowners/settings): Configure your store settings, billing, webhooks, scripts, and exports
- [Slack Notifications](/docs/storeowners/slack-notifications): Receive daily store metrics in Slack, email, or Google Sheets with on-demand reports and Slack commands
- [Bulk Members Update](/docs/admin/bulk-members-update): Update multiple membership subscriptions at once using a CSV file upload.
- [Customer Management](/docs/admin/customer-management): Find any customer instantly and manage their subscriptions, credits, and loyalty points - all in one place
- [Data Exports](/docs/admin/exports): Export orders, customers, subscriptions, accounting and dispute data to CSV from the Subscribfy admin.
- [Admin](/docs/admin): Manage customers, subscriptions, and store settings from the Subscribfy admin panel
- [Exclude Products from VIP Discount](/docs/admin/no-vip-discount): How to exclude specific products from receiving the VIP member discount using the NO-VIP-DISCOUNT tag.
- [Shopify Tags](/docs/admin/shopify-tags): Understand the tags Subscribfy adds to your customers and orders in Shopify
- [January 2026](/docs/changelog/2026-01): Product updates and new features released in January 2026
- [February 2026](/docs/changelog/2026-02): Product updates and new features released in February 2026
- [March 2026](/docs/changelog/2026-03): Product updates and new features released in March 2026
- [April 2026](/docs/changelog/2026-04): Product updates and new features released in April 2026
- [May 2026](/docs/changelog/2026-05): Product updates and new features released in May 2026
- [June 2026](/docs/changelog/2026-06): Product updates and new features released in June 2026
- [July 2026](/docs/changelog/2026-07): Product updates and new features released in July 2026
- [Changelog](/docs/changelog): Product updates and new features released for Subscribfy
- [Activation & Requirements](/docs/getting-started/activation-requirements): Ensure your Shopify store is properly configured to sell subscriptions
- [How Subscribfy Works](/docs/getting-started/how-subscribfy-works): Understand how subscriptions flow through your store - from customer signup to recurring billing to fulfillment
- [Quickstart](/docs/getting-started/quickstart): Get up and running with Subscribfy in minutes
- [Migrate from Appstle](/docs/migrations/appstle): Migrate your Appstle memberships and subscriptions to Subscribfy with full data preservation
- [Migrate from Bold Subscriptions](/docs/migrations/bold): Migrate from Bold Subscriptions V1 or V2 to Subscribfy with complete subscriber data preservation
- [Subscription Migrations](/docs/migrations): Migrate your subscribers from any subscription app to Subscribfy with zero downtime and full data preservation
- [Migrate from Loop Subscriptions](/docs/migrations/loop): Migrate from Loop Subscriptions to Subscribfy with seamless data transfer
- [Migrate from PayWhirl](/docs/migrations/paywhirl): Migrate your PayWhirl subscription box and recurring billing to Subscribfy
- [Migrate from Recharge](/docs/migrations/recharge): Step-by-step guide to migrate your Recharge subscribers to Subscribfy with zero downtime
- [Migrate from Recurpay](/docs/migrations/recurpay): Migrate your Recurpay subscribers to Subscribfy with preserved billing cycles and customer data
- [Migrate from Rivo](/docs/migrations/rivo): Migrate your Rivo loyalty, memberships, and referral program to Subscribfy
- [Migrate from Skio](/docs/migrations/skio): Complete guide to migrate your Skio subscribers to Subscribfy with preserved billing cycles
- [Migrate from Yotpo Subscriptions](/docs/migrations/yotpo-subscriptions): Enterprise-grade migration from Yotpo Subscriptions to Subscribfy with full billing history
- [Overview](/docs/storefront/checkout-ui): Enhance your Shopify checkout with OTP verification, loyalty redemption, and membership features
- [Custom CSS](/docs/storefront/custom-css): Add your own CSS file to customize how Subscribfy widgets look on your store
- [Customer Portal Settings](/docs/storefront/customer-portal-settings): Configure dashboard login, skip-the-month, churn offers, and self-service actions for your customer portal
- [Storefront](/docs/storefront): Widgets and extensions that appear on your store for customers
- [Loyalty Eligibility](/docs/storefront/loyalty-eligibility): Show customers how many points they'll earn from their purchase
- [Loyalty Free Product](/docs/storefront/loyalty-free-product): Let customers view and redeem loyalty points during checkout
- [Membership Agreement](/docs/storefront/membership-agreement): Require customers to accept terms before purchasing a membership
- [Membership Gift](/docs/storefront/membership-gift): Let customers gift a membership to someone else at checkout
- [Membership Link](/docs/storefront/membership-link): Add a link to manage subscriptions in the Shopify Customer Account 2.0
- [Membership Upsell](/docs/storefront/membership-upsell): Add or remove products from checkout with a one-click toggle
- [Order Gift](/docs/storefront/order-gift): Automatically add free gifts to cart based on order rules
- [Order Protection](/docs/storefront/order-protection): Offer order protection insurance at checkout to increase revenue and customer confidence
- [OTP Login](/docs/storefront/otp-login): Identify VIP members at checkout with one-time password verification
- [Redirect Membership Product](/docs/storefront/redirect-membership-product): Automatically redirect visitors from the membership product page to your custom landing page.
- [Store Credit Popup & Banner](/docs/storefront/store-credit-popup): Display store credit balance with customizable popups and banners to encourage customers to shop
- [Product Subscription Widget](/docs/storefront/subscription-block): Add subscribe-and-save options to product pages with customizable delivery frequencies
- [VIP Product Widget](/docs/storefront/vip-block): Display membership pricing and join options on product pages with the drag-and-drop VIP block
- [VIP Perks Display](/docs/storefront/vip-perks): Show membership benefits on the VIP product in checkout
- [Churn API](/docs/developer/loyalty/churn-api): API documentation for Churn API
- [Loyalty API](/docs/developer/loyalty/loyalty-api): Query loyalty rules, track customer progress, and retrieve earned coupons for storefront loyalty integrations.
- [Collection API (Deprecated)](/docs/developer/webhooks/collection-api): Deprecated. Use the Data API for new integrations. Query customer data, store credit history, activity logs, and subscription contracts via the legacy Collection API endpoint.
- [Data API](/docs/developer/webhooks/data-api): Paginated REST endpoints to read members and store credit history. Authenticated via the Subscribfy API key over the Shopify App Proxy.
- [Webhook Events API](/docs/developer/webhooks/webhook-events-api): Real-time HTTP notifications for customer, subscription, and loyalty events. Includes authentication, payload examples, and code samples.
- [Cart Credits Redemption API](/docs/developer/store-credits/cart-credits-redemption-api): Simplified API for applying store credits to orders in custom checkout flows or POS integrations.
- [Softlogin Store Credits API](/docs/developer/store-credits/softlogin-store-credits-api): Apply store credits at checkout without full Shopify login. Supports standard storefronts and headless commerce.
- [Store Credit Management API](/docs/developer/store-credits/store-credit-management-api): Backend API for retrieving and updating customer store credit balances with full audit trail support.
- [Membership Management API](/docs/developer/subscriptions/membership-management-api): Backend API for managing subscription content, pause/cancel workflows, and generating customer portal URLs.
- [Storefront Customer Portal API](/docs/developer/subscriptions/storefront-customer-portal-api): Storefront API for customer self-service: pause, cancel, skip, swap products, update billing, and manage subscriptions.
- [LoyaltyLion Integration](/docs/integrations/loyalty/loyaltylion): Sync Subscribfy store credits with LoyaltyLion loyalty points
- [Smile.io Integration](/docs/integrations/loyalty/smile-io): Sync Subscribfy store credits with Smile.io loyalty points
- [Yotpo Loyalty & Referrals Integration](/docs/integrations/loyalty/yotpo-loyalty): Sync Subscribfy store credits with Yotpo Loyalty points for a unified rewards experience
- [Okendo Integration](/docs/integrations/reviews-loyalty/okendo): Reward customers with loyalty points when they leave product reviews through Okendo
- [Yotpo SMS & Email Integration](/docs/integrations/reviews-loyalty/yotpo): Connect Subscribfy with Yotpo SMS & Email to sync customer data and power your marketing automation
- [Gorgias Integration](/docs/integrations/support/gorgias): Give your support team real-time access to customer memberships, subscriptions, and store credit directly in Gorgias
- [Create Prepaid Plan](/docs/features/product-subscriptions/create-prepaid-plan): Set up prepaid subscription plans with upfront payment
- [Create Subscription Plan](/docs/features/product-subscriptions/create-subscription-plan): Set up recurring subscription plans for your products
- [Product Subscriptions](/docs/features/product-subscriptions): Sell products on a recurring basis
- [Try Before You Buy](/docs/features/product-subscriptions/try-before-you-buy): Let customers try products for free before committing
- [Attentive Integration](/docs/integrations/email-marketing/attentive): Send targeted SMS and email messages based on membership events with Attentive
- [Connectif Integration](/docs/integrations/email-marketing/connectif): Send membership events to Connectif for personalized marketing automation
- [HubSpot Integration](/docs/integrations/email-marketing/hubspot): Track membership events and sync customer data with HubSpot CRM
- [Klaviyo Integration for Loyalty](/docs/integrations/email-marketing/klaviyo-loyalty): Connect your loyalty program to Klaviyo and automate personalized emails
- [Klaviyo Integration for Memberships](/docs/integrations/email-marketing/klaviyo-membership): Connect Subscribfy with Klaviyo to automate emails and SMS based on membership events
- [Mailchimp Integration](/docs/integrations/email-marketing/mailchimp): Connect Subscribfy with Mailchimp to sync membership data and trigger automated email journeys
- [Postscript Integration](/docs/integrations/email-marketing/postscript): Send membership billing reminders via SMS and sync customer data with Postscript
- [Email Trigger Flow Setup with Yotpo](/docs/integrations/email-marketing/yotpo-email-flows): Create automated email flows in Yotpo triggered by Subscribfy subscription events
- [Lock Products](/docs/features/vip/lock-products): Restrict specific products or collections to VIP members only. Non-members see locked products but cannot purchase them.
- [Membership Perks](/docs/features/vip/membership-perks): Configure VIP membership benefits: discounts, free shipping, store credits, member-only products, and free trials.
- [Membership](/docs/features/vip/membership): Build recurring revenue with VIP and Elite membership programs
- [Store Credits](/docs/features/vip/store-credits): Give customers flexible credit for future purchases
- [Analytics](/docs/features/loyalty/analytics): Track your loyalty program performance and understand customer behavior
- [Anniversary (Coming Soon)](/docs/features/loyalty/anniversary): Reward customers on their signup anniversary
- [Birthday Reward](/docs/features/loyalty/birthday): Show your customers some love by giving them bonus points on their birthday
- [Coupons](/docs/features/loyalty/coupons): Create redemption rewards that let customers spend their loyalty points on discounts
- [Create Account Reward](/docs/features/loyalty/create-account): Encourage visitors to become members by offering points when they create an account
- [Custom Action (Coming Soon)](/docs/features/loyalty/custom-action): Create custom earning rules for unique customer actions
- [Customer Tag Reward](/docs/features/loyalty/customer-tag): Reward customers when they receive a specific Shopify tag
- [Email Subscription Reward](/docs/features/loyalty/email-subscription): Grow your email list by offering points when customers opt in to marketing emails
- [Goal Spend](/docs/features/loyalty/goal-spend): Set spending goals to motivate customers to increase their order values
- [Overview](/docs/features/loyalty): Turn one-time shoppers into repeat customers with points and rewards
- [Membership Punch Card](/docs/features/loyalty/membership-punch-card): Reward customers after completing a set number of membership recharges
- [Points Expiration](/docs/features/loyalty/points-expiration): Configure automatic expiration for loyalty points earned after a set period
- [Points For Purchases](/docs/features/loyalty/points-for-purchases): Customers earn points based on how much they spend
- [Product Subscription Punch Card](/docs/features/loyalty/product-punch-card): Reward subscribers after a set number of product subscription renewals
- [Punch Card](/docs/features/loyalty/punch-card): Reward customers after they complete a set number of purchases
- [Referral Program](/docs/features/loyalty/referral): Reward customers for referring friends to your store
- [Reviews Reward](/docs/features/loyalty/reviews): Reward customers for leaving product reviews
- [SMS Subscription Reward](/docs/features/loyalty/sms-subscription): Reward customers for subscribing to your SMS marketing
- [Social Sharing Reward](/docs/features/loyalty/social-sharing): Reward customers for following your brand on social media
- [Tiers](/docs/features/loyalty/tiers): Create VIP levels with exclusive rewards, bonus earning rates, and free shipping for your best customers.
- [Translations](/docs/features/loyalty/translations): Customize the text customers see and translate it into different languages
- [Upload Receipt](/docs/features/loyalty/upload-receipt): Reward customers for uploading purchase receipts from retail stores
- [Customer Portal](/docs/storefront/customer-portal): Customize colors, sections, and content blocks in your customer portal with a live visual editor
- [Rewards Journey](/docs/storefront/customer-portal/rewards-journey): Show membership customers a visual progress timeline across active recharge punch-card rules in the customer portal
- [Shopify POS Integration](/docs/features/wallet/pos): Use Subscribfy features at your retail locations with Shopify POS
- [Wallet Pass Push Notifications](/docs/features/wallet/wallet-pass-notifications): Send real-time messages to customers' Apple Wallet passes without requiring a mobile app
- [Wallet Pass](/docs/features/wallet/wallet-pass): Digital loyalty cards for Apple Wallet