Bold Memberships

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How to get started with Bold Subscriptions

hi,welcome to both subscriptions my name is,beth and i'm here to show you around the,app,let's start by covering off a few things,to make sure your shopify store is,prepped and ready for install,first off it's important to make sure,that you'll be using a compatible,payment gateway,the good news is that both subscriptions,work seamlessly with shopify checkout,and all of its supported,payment gateways to help you out we've,included a link in the description of,this video,that will list all of the shopify,checkout requirements,if you're using a non-supported payment,gateway unfortunately you'll need to,change and use one that is compatible,with subscriptions on shopify,you'll also want to make sure you've,completed setting up your shipping and,taxes within shopify,and finally if you wanted to create a,subscription specific product,for example a mystery box or seasonal,subscription,you'll need to first create it in,shopify as well,if you need assistance setting up a,subscription we've also included a link,in the description of this video,in order for subscriptions to work,properly and display the subscription,widget you'll need liquid code to be,installed onto your shopify theme,here let me show you before installing,we recommend creating a duplicate of,your live theme,to do this go to shopify admin online,store,duplicate your current theme to complete,an automatic install,all you need to do is open the app which,will then prompt you step-by-step,instructions,make sure you have the app installed on,the correct theme,if at any point you need extra,assistance please visit the bold,commerce help center,where you will have access to plenty of,articles and live chat support,creating your first subscription is easy,click on subscription group,then create a subscription group first,you're going to create a subscription,name,this name will be internal and it won't,be seen by customers,next choose your subscription product,click select,products and select the product you want,to offer as a subscription,customers can swap out their,subscription products within the same,subscription group,next select subscription frequency,options,here is where you would set the,frequency of your subscriptions,your subscriptionc frequency option can,be set either day,week month or year once you've chosen,your frequency you can give it a name,this name will be storefront for your,customers to see lastly,additional settings if toggled on you,can offer customers a discount for,subscribing,either percentage off or dollar amount,off,if everything looks good don't forget to,click save changes,there you've created a subscription if,you ever need to edit the subscription,simply click on the three dots under,actions,corresponding to the subscription group,then click edit subscription group,in the customer portal section you can,toggle customer permissions,your customer can log into their account,to make changes,pause or resume their subscription,change their next order date,cancel subs

The above is a brief introduction to Bold Memberships

Let's move on to the first section of Bold Memberships

Shopify Memberships App by Bold

have you ever wanted to sell memberships,on your Shopify store maybe you'd like,to offer exclusive content you only want,members to see like member only pages or,member only blog posts or you can even,set someone up with that lizard of the,month subscription box you have going,that's you know all the rage right now,well with the bold recurring memberships,app all of that is degrees you can even,make it so only members have access to,certain products see special pricing or,be the only ones allowed to add those,items to their cart Plus wouldn't it be,cool if you could show different pages,to members than to non-members for,example a homepage for regular shoppers,and a special one just remembers,welcoming of course maybe you don't want,to do any of that fancy-schmancy stuff,on your site and you just like to charge,a recurring membership fee for an,offline service like music lessons yoga,classes or maybe your professional,lizard grooming services oh and I forgot,to mention that it works great with our,other apps too if you have our customer,pricing app you can sell memberships and,give different levels of pricing to,members if you have our loyalty points,app you can sell memberships to,different loyalty tiers of earning or,redeem points just like Costco sound,awesome it comes with a free trial free,setup and we have a team of specialists,just waiting to help you get going for,coming Brenna's vegan ham,recurring memberships give it a try,today wanna see more let me show you how,easy it is to get set up let's dive,right into creating a plan and you'll,get an idea of how powerful the app,really is when setting up your,membership simply give it a name and,then if you like a designated customer,tag tags on customers can let other apps,do cool stuff like customer pricing,changing prices for different customers,and loyalties changing the points to,your for a customer and much more next,give your plan a brief description and,then set a message that non-members see,when they try to access member only,content like products pages or blog,posts this is a great place to try to,sell your memberships too by the way do,you want to offer a free trial go right,ahead you can do that too okay now we're,on to pricing you can set any type of,pricing rule you like set a price to be,monthly quarterly or yearly do you want,it to be one-time forever or a set,number of times want to give customers,and incentive to pay annually you can do,all of that too if you need to collect,specific information for members when,they sign up you can create as many,custom fields as you like move them,around set them as mandatory and so on,now we're on to the rules the rules are,really what's amazing about this app you,can choose to show or hide all kinds of,things like pages products blog posts,prices add to Cart buttons and more and,you can use more than one rule too so,you can hide prices from non-members,show exclusive blog content to members,use different page templates for members,so the

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Exciting News: Shopify Is Upgrading Membership Functionality

hey this episode we're talking about,breaking news in the Shopify world and,that is memberships and what they,announce Jason's gonna go into it but,Jason's a little bit of a Nostradamus,when it comes to membership stuff and so,we also want to circle back to that and,talk about their journey with it and,then what that would look like so go,ahead and take it away and let us know,what memberships memberships yeah yeah,well yeah if you if you listen to,Shopify reunite they a big virtual event,they did recently then one of the,comments that they made was all about,membership programming work and,basically expanding their functionality,and and sorting out some technical,details to really help memberships,thrive on a Shopify platform and that's,cool you mentioned that I've Nostradamus,haha that's funny,you've mentioned that because I wrote an,article it was three years ago now I,couldn't believe it but here it is if,you searched for memberships with,Shopify or any of the key phrases that,are similar you know how to do a,membership on Shopify or whatever my,article is is right below Shopify which,is pretty cool and so yeah here it is I,wrote it in May of 2017 and I've updated,I think twice since then but I'm here it,is it's sort of our journey with setting,up our sewing with cinnamon membership,program and we've we've got about a,thousand people in that program now and,it's pretty good you know long-form blog,article but one of the sections which is,kind of funny is features we need to add,and I say right into it,note too bold commerce and or Shopify,this works but could be much better in,particular we need the following,functionality ASAP well three years,later and it was kind of fun,to hear them announce that they're,working on these things and it's really,cool now whether they ever saw this,article I don't know but I would think,that they would have because it does,rank for this key phrase just below in,their own work but it's so if they did,read this and if nothing else I hope,fully spoke for a lot of e-commerce,others who are trying to do membership,programming on on Shopify so it's kind,of fun and specifically you know some of,the functionality just to point out a,few of the details the problem with,running a membership program on Shopify,right now is you can't it's not a,product that you can upsell or promote,like other products that you would just,add to your store you have to use an app,like bold commerce is the you know bold,product sorry,bold memberships is the app we use and,but it treats it just like a weird,one-off thing where that you have to,transact through their system and it,doesn't go through the shopping cart in,Shopify like a normal product so you,can't upsell it so I can't you know,can't sell something for five bucks and,then say hey would you like to join the,membership program in the upsell process,which is how you make money right and,Shopify and they just have not had that,beat and we talked to bold people about,it we have an a

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How to set up a Membership Plan on Shopify

hey guys so today we're talking about,another Shopify app and this one is a,real cool moneymaker for anyone that,wants to not just sell an individual,product but create some sort of,membership plan and in this case it,could be anything it could be for us it,could be different web master packages,we're actually showing you a video of a,weight loss company that's based out of,Maryland that does have a Shopify store,which has been kind of interesting,because they're a brick-and-mortar but,we actually turned on this new,capability with Shopify and they're,getting products from everywhere so not,just Maryland they've actually now,increased their reach without having to,have people come in the door at their,location which is near the National,Harbor so interestingly enough yeah you,don't have to be selling only online,because I have a Shopify store right you,can be a brick-and-mortar company and,still have a shop on my store and,finally it's big money which is what we,did here which is really kind of cool so,to do that what we did is we actually,created different membership plans some,will allow you to go to the actual,location some are strictly just online,help for losing weight and all that kind,of stuff so what we have is there,essential I preferred or signature this,has all been done through the bold,membership app so none of its hard-coded,really easy to configure and you'll have,kind of a table here showing the,different benefits of each membership so,to set this up really kind of cool,you're going to install the app it's the,recurring memberships at Seibold and,once you have it installed you can,create a new plan you can see your,existing memberships you can set up,email settings and you can actually get,payments and all right in here so we're,first going to kind of just set up,general setting just to kind of show you,guys exactly how this works any payments,that come in,through memberships app does need to be,connected to a Skype account so you can,actually get that money in so you'll,connect your Skype account here you can,set up a grace period to accept new,billing which makes sense so you have,your kind of ten days into the month and,use phony bill on the 15th go ahead and,set yourself up on a five-day grace,period and then you can do a 30-day,billing reminder frequencies to let,people know that they're about to be,charged all of it's all automated so you,know again just it takes a lot of,headache out you don't even have to,worry about building people it's an,automated process you'll then throw in,the link where this will live in this,case it's going to be this page right,here the membership plans page and once,you have that in place you can then go,into like email settings and see all the,different type of email types and edit,or test right here so if a failure,happened where a credit card was,declined or an update to credit card,needs to happen here is how that email,looks and again you can change out the,content here and you know kind of

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YouTube Channel Membership Alternatives: Here's Your Best Option!

youtube channel memberships are a great,tool for creators like you to add,another revenue stream to your video,content but,at a certain point you may find yourself,outgrowing the tool or wanting more than,what it can offer you as a creator so in,this video i'm going to dive into eight,alternatives you can use to grow your,business,and make more money from your video,content let's go,hey i'm daniel and welcome to you screen,the best place for anyone to learn how,to start a successful business around,monetizing their videos online just as a,refresher youtube channel memberships,allow you to offer subscription tiers,for your channel,through these viewers can sign up for a,monthly payment in exchange for members,only perks like badges,emojis exclusive videos and live chats,and more as of shooting this video you,have to be a part of the youtube partner,program,in order to unlock channel memberships,which means that you need at least 1 000,subscribers,and 4 000 hours of public watch time in,the last 12 months you also have to be,in an area where channel memberships are,available and follow all of youtube's,community guidelines when you enable,channel memberships youtube will then,take,30 of the revenue generated from that,particular tool while that's on the,lower end of the cuts youtube takes,it's still almost a third of your,earnings and depending on your location,additional fees and taxes could apply,but is that the best way to monetize,memberships with your audience,or are there other tools better served,to help you monetize your memberships in,the rest of this video i'm going to walk,through eight of your alternative,options with each step i'll ratchet up,the potential earnings so be sure to,stick around for options seven and eight,where you'll see what can give you the,biggest returns let's go,if you sell through a shopify store then,this might be a great option for you,bold memberships is a shopify plugin,that allows you to add a membership,program to your ecommerce site it's a,powerful app that can make things as,simple,or as complex as you want by giving you,the option to grant and revoke access to,just about anything it can even be used,to sell,offline memberships for example if you,run a brick and mortar yoga studio but,you also have an,online yoga membership program old,memberships might be the perfect,solution to allow you to sell both of,those options,in one place the plugin allows you to,show or hide any piece of content,products pages prices menu items and,more,you can use it to create multiple,membership tiers and the pricing starts,at ten dollars a month and scales up,based on the number of members your,program has for example ten dollars a,month includes up to fifty members,fifty dollars a month includes up to a,thousand members and three hundred,dollars a month gets you up to ten,thousand members you get the picture,there's some limitations though shopify,was built with small to medium-sized,ecommerce businesses in mind,selling mostl

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Walkthrough of the new Bold Subscriptions on Shopify

with the new bold subscriptions app,designed for shopify native checkout,adding subscription orders one-time,orders and even a combination of both to,your cart,has never been easier simply add,one-time products,subscription products and all of them,will check out through shopify's native,checkout using shopify payments,in the back end it's easy to use all,your analytics,data churn ltv projections everything's,here you can run custom reports,you can see trends you can see where,your subscriptions are going and your,projected recurring revenue setting up a,subscription couldn't be easier either,let's go ahead and show you how to do,that,let's find a product here this bold,builder brew i'm going to add a,subscription to this product,i'm simply going to give it a name my,builder coffee subscription,i'm going to select the product i want,to be in the subscription i can simply,select,just a product or with both,subscriptions i can do it by category so,i can say,i want an entire collection or a certain,vendor or all product types to be in a,subscription,it's completely flexible setting the,frequency is easy,and flexible too so i can say i want my,subscription to be,every month and it'll automatically,recur on,the date that the order is placed so,like the 7th or the 9th or with bold,subscriptions,you can set a specific date so this will,be on the 15th of the month,and this is great to batch customer,service and,shipping it's just great for overall,efficiencies in your business,and i can add multiple frequency options,as well too so let's add a week,every week on monday so this,subscription will recur,every monday morning doesn't matter what,time of the week they place the order,it'll,recur every monday morning and i can,create as many different frequencies as,i want,and let's go ahead and give a 10,discount we can do percent off or a,dollar off whatever we want,now simply find that subscription flip,it live and the subscription,is now active on the front of your store,we'll head back to the product,we'll click refresh and you can see the,subscription is ready to go,i can buy it as a one time or i can now,buy a subscribe and save monthly on the,15th or,weekly every monday just like we set it,up,and when we add it to the cart let's go,ahead and look at the cart and now you,can see it's added to,all those other subscription products,the one-time products and everything all,at once,you can control basically everything in,the app from what email notifications,your customers get you can style it and,brand it to how you want it to look,dunning management is a big thing so how,often do you want to,attempt charges on credit cards if they,don't go through how many days,and then do you want to pause skip or,cancel the order if it doesn't go,through most apps just cancel the,subscription,we give the option to set it however you,want you can control,what customers can edit on the,description and you of course have full,control on the back end to edit anything,you wan

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Supercharge Your Subscription Business

everybody hope everyone's doing well so,yeah like mention before we're going to,get into our Facebook live here about,tactics the biggest subscription stores,are using to grow their business so just,a quick introduction myself my name is,Bobbi I'm the e-commerce community,specialist here at bold for you guys,have been in the group for a little,while you see me post I'm here with Jay,co-founder of bold and so yeah we're,gonna jump right into it,just to make sure everyone can see it's,okay if you just hit the like button,just so we know everything's working all,right,also we know that a lot of the people in,this group are actually from all over,the world so if you guys want to post,where you're watching from that'd be,really really cool to see and then in,regards to questions feel free to leave,them in the chat we're gonna do our best,to get to get to them at the end and,hopefully cover the most important ones,or the just the ones we can get to so,yeah with that being said we will get,into it I'll pass it off to Jay and,we'll get started,so go for it Jay hey everybody thank you,so much for joining I just you know,subscriptions are a thing we care a ton,about at bold we have a huge team,dedicated to it we launched our first,sip month it's still our subscription,that but we launched our bold,subscriptions back in 2014,it's got tens of thousands of people,using and it's it's a big a big focus of,ours and seeing subscription stores,succeed is really important to us as,well too so thank you for taking the,time I'm going to just quickly touch on,a few different things and then dive,into what we what we're doing is we're,going to talk about three things that we,see some of our largest merchants do - I,really have successful subscription,businesses so before we go into it I,know there's probably some of you that,are running subscription businesses and,there might be some of you that are,thinking about it,so I want to just throw up a couple,quick fun stats here let me just get,back to my screen here so 178 percent,this number I think what it means to,show you in a second but 178 percent,that is,the percentage higher lifetime value for,subscription customers versus one-time,customers so obviously show the value of,a subscription customer versus at one,time 41%,this is guess can guess what this this,is the percentage of all retail in the,US that comes from repeat customers and,what's crazy is 8% that's the number of,customers that are repeat customers so,41% of all sales comes from just 8% of,customers so sorry you starting to paint,a picture the value of repeat customers,and how obviously subscriptions can help,make customers repeat customers 125 days,this this is just an interesting stat,that's the average length of a,subscription 5 X - 25 X guess what it is,that is based on a report by McKinsey,the how many times more expensive it is,to acquire a new customer versus a,market to an existing one so they're,more valuable they spend more and they,cost less to

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Scaling Your Ecommerce Store with Subscriptions - Jay Myers, Bold Commerce

hey hey hear me Jay how's it going good,to see you again I'm well how are you,doing great I've got my dog who's making,small amounts of noise behind me in the,back and I think that uh yeah that last,session I just like I said I just love,getting into the nitty gritty details of,how to optimize a store mm-hmm yeah I,learned a couple things it was really,good watching it I think you should have,a trivia question on one of the books,you have in the background there after,these these things sometimes we give,away for like what your favorite book on,the wall is I love it yeah I like it,these are yeah this is the knowledge,that I've have consumed at one point or,another there are a couple of huge,favorites in there we had been par,captive ology is literally in my,top-five best marketing and really user,psychology books that I've ever read and,he does a great job of just breaking,down things that I kind of already knew,but in like fun and engaging ways yeah,enough about that but yes we'll figure,out some book trivia well I'll think up,something everybody this is Jay Mayer is,co-founder and head of growth at bold,commerce if you haven't heard of bold,commerce one of the largest and earliest,adopters of the Shopify platform they,have a whole suite of tools to help you,grow your store really a lot of,plug-and-play stuff that makes it easy,to use great functionality today Jay is,going to be talking about scaling,subscription businesses how to use,subscription if you're not yet in order,to scale and how the biggest brands are,growing their business through this,process Jay I'm going to give it up to,you awesome can I just want to make sure,you can see the slide I have upscaling,subscriptions not yet,okay let me then just double check here,give me one second share sorry,how here we go,good to go and yep looks great okay,awesome yeah I'm well thank you first of,all for having me I'm very excited I was,out in Austin a couple weeks ago at,South by Southwest doing a actually we,hope we hosted a panel on subscriptions,so I don't think too many of your,viewers were there if you were in Austin,at the ship station ecommerce lounge and,you saw some of this material I,apologize but some of its new as well to,just kind of give you guys a quick well,actually well we'll jump right into it,and then I'll give you a little bit more,info on bold but what I like to do is,start with a few kind of big interesting,numbers that I think really stand out,the first one is a hundred and seventy,eight percent and what that is is the,percentage higher of lifetime value for,subscription customers versus one-time,customers and this is this data is,coming from a lot of different factors,but a lot of our app users as well too,so the next number I want to throw up,is 41% and what that number is is the,percentage of all retail in the United,States that comes from repeat customers,and then follow that up with 8% which is,the percentage of all customers that are,reaping customers so when you lo

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How to set up your Bold account

welcome to bold,today i'm going to walk you through how,to set up an account on bold,once your account is set up you can take,online bold exercise classes,whenever you want wherever you want to,start,navigate to the bold homepage at,www.agebull.com,once there scroll down to the bottom of,the home page,to the choose your plan section in this,section you'll find,three options for bold memberships a,free membership,that grants you access to a limited,collection of bold classes,in the tests that you can use to access,your balance strength and mobility,the annual membership provides,personalized exercises,programs and support from bold coaches,as well as an unlimited access to all of,both,classes and tests for a hundred and,eighty dollars a year,which works out to be fifteen dollars,per month,you can try the annual membership for,free for two weeks by clicking here,to start your 14 day free trial,the bold monthly membership provides the,same things as an,annual membership but you are billed on,a monthly basis,at 25 dollars per month next,if you selected a free membership you,will be asked to take a personalization,quiz,take your strength balance and mobility,assessments,and then you can get started once you,choose your membership level,you'll be asked to complete a series of,questions to set up your account,and bold profile enter your name,email address and choose a secure,password for your bold account,if you selected a paid membership you'll,enter your payment information,if you have a discount code you can,enter it here,once you enter your payment information,you'll see a confirmation page,the total amount that you will be,charged and if you selected an annual,membership,the date that your free trial ends if,you sign up for a free trial your card,will not be charged,until the end of your free trial if you,wish to cancel your membership during,your free trial,you can do so from your account settings,once you've confirmed your payment,information is correct,you'll click the get started button and,be taken to complete your profile so you,can receive a personalized program,you'll be asked to take a,personalization quiz take your strength,balance and mobility assessments and,then you can get started,once you've answered the onboarding,questions you'll be asked to enter your,age,gender and phone number we use,information about gender and age to help,personalize programs for members,we will not sell or provide your,personal information for example,your name or email address to anyone,once you've completed your profile hit,the submit button and your program will,be,generated for you logging in,to your account to log into your account,and take a class,first go to the bold website at,www.hbold.com,once you are there on the home page,click the blue login button in the upper,right hand corner of your screen,if you signed up using facebook or,google click on the appropriate button,to be,automatically logged in if you signed up,using an email address and passwor

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8 steps to migrating to Bold Subscriptions V2 with Shopify checkout

are you interested in migrating from,bold subscriptions v1 to v2 on shopify,bold offers white glove migration,service with zero downtime for free here,are eight steps for migrating to bold,subscriptions v2 on shopify,first we need to make sure your store is,eligible to use shopify checkout and,that you're a good fit for bold,subscriptions v2 v1 and v2 are different,apps so it's important to review the,differences before you migrate if you're,not sure click the link in the,description below to learn more,if you're eligible and ready to migrate,to bold subscriptions v2 then it's time,to install v2 onto a backup theme after,you've installed the app let us know and,we can complete the install by making,sure the liquid code is set up correctly,on your backup theme,you'll want to continue setting up the,app by creating subscription groups that,match the ones used in your boldv1 app,in v2 shopify checkout handles all,promotion codes billing and shipping,settings set up your legacy stripe or,authorize.net payment gateways under the,shopify payment settings,if you're not using one of those payment,gateways reach out and our team can help,you migrate your payment tokens to an,approved payment gateway,next we need a few permissions to access,and move the data in your store create,an account in bold account center from,the launchpad integrations section,install our subscription importer tool,when the install is complete send our,team an invite with support access from,within the bold account center and then,accept our request for collaborator,access from shopify,the v2 version of the app needs to be,live on your store before we can begin,moving the subscription information into,v2,once you've tested the shopify backup,theme with the v2 liquid code installed,you'll want to publish it to begin,actively accepting new subscriptions in,the bold v2 app,for the import template most of the,information we need is already available,however if you have more than one,subscription group set up please fill,out this section of the import template,to tell us which of your existing,subscriptions will be associated with,which new group in bold v2,do you process orders daily or at fixed,intervals like the first or the 15th of,the month we want to make sure that the,next order dates for your existing v1,subscriptions are not disrupted during,the migration we'll work with you to,determine the best timing for the,migration based on your shipping dates,and finally on migration day we'll move,existing v1 subscribers into bold,subscriptions v2 all subscriptions will,process on their next order date as,scheduled in the v2 app and that's it,migration success,still have questions our team of,migration experts are here to help you,every step of the way click the link,below to get started

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