Managing subscription plans.

How subscription plan groups work in Daima — creating new groups, adding multiple frequencies per group, attaching products, editing live plans, and what happens to existing subscribers when you change something.

Terminology — plan groups vs plans vs frequencies

Daima uses Shopify's native subscription model. Three nested concepts:

  • Selling Plan Group — the container customers see. One per "subscription offer" you want to make available. Example: "Subscribe & Save Coffee."
  • Selling Plan — a frequency option inside the group. A single Plan Group can have multiple Plans (e.g., the same group offers "Every 2 weeks", "Every 4 weeks", "Every 8 weeks").
  • Products — which products in your catalog this Plan Group applies to. The widget only appears on products attached to a Plan Group.

Creating a new plan group

From the Daima admin, open Subscriptions in the left nav. The page shows a list of existing plan groups (empty on first install). Click the create button to add a new one.

The create form asks for:

  • Plan name — internal label, also shown to customers in the widget. e.g. "Subscribe & Save 15%".
  • Frequency options — one or more delivery cadences. Click "Add frequency" to add as many as you want. Each frequency can carry its own discount.
  • Discount type — Percentage (most common) or Fixed Amount. Applies on every renewal.
  • Products — Shopify resource picker. Select individual products or pick a collection.

Save. Daima writes the configuration to Shopify via the Selling Plan API. Each product attached to the plan group is automatically marked subscribable in Shopify.

Setting up multiple frequencies

A single plan group can carry multiple frequency options, each with its own discount. This is useful when you want to incentivize less-frequent deliveries (which save you on shipping/picking costs):

  • Every 2 weeks — 10% off
  • Every 4 weeks — 15% off (your default — biggest discount steers customers here)
  • Every 8 weeks — 12% off (intermediate option)

The widget displays the frequencies as a dropdown (or radio group depending on your layout style). Customers pick the one that suits them. The selected frequency drives both the renewal cadence and the applied discount.

Billing cycles, intervals, and how renewals run

Daima writes Shopify's standard billing policy for each frequency you set. When a customer subscribes, Shopify creates a Subscription Contract anchored to the order date. Renewals fire on schedule:

  • Weekly — every 7 days from the contract's start date
  • Monthly — same calendar day each month (with end-of-month rollover handled by Shopify)
  • Yearly — annual on the contract anniversary

Custom intervals (every 3 weeks, every 6 months, etc.) are supported via interval count. Daima passes the count straight through to Shopify's billing engine.

Adding products to a plan group

Products are added via Shopify's resource picker. You can:

  • Select individual products one at a time
  • Filter by collection to bulk-add (e.g., add every product in your "Subscribable" collection)
  • Filter by product type or vendor

A product can belong to multiple plan groups — useful if you want to offer different frequency options on different surfaces. The widget on the product page shows whichever plan group is configured highest in your priority list.

About variants. When you attach a product to a plan group, all of its variants become subscribable by default. If you want to limit subscriptions to specific variants only, use the per-variant exclusion option in the Daima admin (open the plan, click the product, deselect the variants you want to keep one-time-only).

Editing a live plan

Yes, you can edit plans that already have active subscribers. Daima exposes the same edit form for both new and existing plans. What changes do — and don't — propagate to existing subscribers:

  • Plan name change — propagates immediately. The new name shows on the customer portal for everyone.
  • New frequency added — available to new subscribers immediately. Existing subscribers stay on whichever frequency they signed up with; they can switch via the customer portal if they want.
  • Frequency removed — new subscribers can no longer choose it. Existing subscribers on that frequency stay on it indefinitely (Daima won't kick them off automatically).
  • Discount % changed — applies to future renewals for all subscribers on that frequency. This is a real change that affects existing subscriber economics — be deliberate.
  • Products added — the new products become subscribable immediately for new orders.
  • Products removed — existing subscribers stay on their existing contracts (their renewals continue), but no new subscribers can sign up for the now-removed products.

Discount changes affect ongoing renewals. If you bump a plan's discount from 15% to 20%, every existing subscriber on that frequency starts getting 20% off on their next renewal. Conversely, dropping 20% to 10% is a price increase against existing customers — consider notifying them or grandfathering existing subscribers via a separate plan group.

Archiving and deleting plans

You can archive a plan group to stop new sign-ups while leaving existing subscribers' contracts intact. Archived plans don't appear in the widget on product pages.

You can delete a plan group entirely. Deleting only works if no active subscriptions reference it; Shopify rejects the delete otherwise. If you have active subscribers, archive first, wait for the contracts to cancel naturally (or cancel them through the customer portal), then delete.

Plan structure best practices

  • Start with one plan group, multiple frequencies. Most stores don't need 5 different plan groups. One "Subscribe & Save" group with 2–3 frequency options handles 80% of subscription patterns.
  • Steer with discount differentials. If you want most customers on monthly, give monthly the biggest discount. Customers will naturally pick the option that saves them the most.
  • Create a separate plan group for "Build-A-Box" or "Discovery" SKUs. Different sets of eligible products = different plan group.
  • Archive before deleting. If a plan stops making sense, archive it first. Deleting requires no active subscribers; archiving doesn't.