Accurately identifying subscription orders is crucial for understanding recurring revenue and customer lifetime value. By configuring detection rules, you can ensure that Shopify orders generated through subscription apps or marked with specific tags are correctly categorized within the platform.
Step 1 - Accessing Order Settings
After completing your Shopify connection during the onboarding process, a prompt will automatically appear inviting you to configure your settings. You can also access these settings at any time by navigating to Settings > Platform Integration. Locate your Shopify store integration and click the gear icon located next to the Manage button.
Step 2 - Configuring Detection Rules
Within the Subscription order detection tab, you can create logic to filter orders based on Order Tags and Order Apps. The system provides a two-line structure to accommodate complex business requirements.
Note: Rule changes apply only to new orders moving forward. Past orders are not affected by changes to these detection rules.
Understanding Rule Parameters
For each rule, you can define the operator and the quantity of matches required. You can then connect the Tag rule and the App rule using AND or OR logic.
Parameter | Description |
Contains | The order is flagged if the specified tag or app name is present. |
Does Not Contain | The order is flagged only if the specified tag or app name is missing. |
Any of | Triggers the rule if at least one of the listed values is detected. |
All of | Triggers the rule only if every single listed value is detected. |
Tip: Most subscription apps (like Recharge or Bold) use standard tags such as "subscription" or "recurring_order." Check your Shopify order history to identify the exact strings used by your provider.
Using the AND connector between Tag and App rules requires an order to satisfy both conditions simultaneously to be marked as a subscription.