Managing subscription plans.

How subscription plan groups work in Daima — creating a group, adding several delivery frequencies with their own discounts, attaching products, editing and deleting.

Terminology — plan groups vs plans vs frequencies

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

  • Plan group — the container for one subscription offer. Example: "Subscribe & Save." (Shopify calls this a Selling Plan Group.)
  • Frequency option — one delivery schedule inside the group. A single group can offer several, such as "Every 2 weeks", "Every month" and "Every 2 months". Each one is a plan in Shopify's terms, and each carries its own discount.
  • Products — which products in your catalog the group applies to. The widget only appears on products that belong to a plan group.

Creating a new plan group

  1. In the Daima admin, click Subscriptions in the left nav. The page is titled Subscription Plans and lists your plan groups. On a new install it says "No subscription plans yet".
  2. Click Create Plan Group.
The Daima Subscription Plans page listing two plan groups, with the Create Plan Group button at the top.
  1. Fill in the form (below), then click Create Plan Group again to save.

The form asks for:

  • Group name — your own label for the group, for example "Subscribe & Save". It's required.
  • Discount type — Percentage (most common) or Fixed Amount. This applies to the whole group: every frequency in it uses the same type.
  • Frequency Options — one row per delivery schedule. Each row has Every (a number), Interval (Week(s), Month(s) or Year(s)) and Discount. Click + Add frequency for another row, or Remove to delete one. A new group starts with one row: every 1 month, 10%.
  • Products — click Select products to open Shopify's product picker (the button reads Edit products once you've chosen some). You can also create the group first and add products later.

Daima names each frequency for you from the schedule you enter, such as "Every month" or "Every 2 weeks". Saving writes the group to Shopify, and every product you attached becomes available as a subscription in your widget.

Discount limits. A percentage discount can't be more than 100% and no discount can be negative. The form shows a message under the box if the number isn't allowed. A blank discount counts as 0.

Setting up multiple frequencies

A group can carry as many frequency options as you like, each with its own discount. That's useful when you want to steer customers toward less-frequent deliveries, which cost you less in shipping and picking:

  • Every 2 weeks — 10% off
  • Every 4 weeks — 15% off (your default — the biggest discount steers customers here)
  • Every 8 weeks — 12% off (an in-between option)
The Daima plan group editor for an Espresso Club group with three frequencies, every 2 weeks at 10%, every 4 weeks at 15% and every 8 weeks at 12%, two 40 Thieves products attached, and the Add frequency button circled.
One group with three delivery frequencies.

The widget shows the frequencies as a dropdown or as visible plan rows — you choose under Widget Editor → Plans & savings → Frequency selector style. The frequency a customer picks sets both their delivery schedule and their discount.

Billing cycles and how renewals run

Each frequency is saved to Shopify as a recurring billing and delivery schedule. When a customer subscribes, Shopify creates a subscription contract starting from the order date, and Daima charges each renewal on that schedule.

  • Week(s) — every 7 days, times the number you enter
  • Month(s) — the same calendar day each month, times your number (Shopify handles end-of-month dates)
  • Year(s) — once a year on the contract anniversary

Any number works with any interval, so "every 3 weeks" or "every 6 months" are both fine. Renewals follow Shopify's billing cycles, and if a renewal is ever missed Daima doesn't charge for it later. See Billing and cancelling for the full picture.

Adding products to a plan group

Click Select products (or Edit products on an existing group) to open Shopify's product picker. You choose products one by one, with a search box and checkboxes; the selected products are listed in the form with their photos, and a small button beside each removes it. The group's row in the table shows the total, for example "12 products".

A product can belong to more than one plan group.

About variants. You attach whole products to a group, not individual variants, so every variant of a product can be subscribed to. The widget can also show a product's size, color and other options inside the widget — see variant options in the widget.

Editing a plan group

Click Edit on a group's row. The form opens with the group's current name, discount type, frequencies and products. Change what you need and click Save Changes.

  • Name, discount or schedule changed — what new shoppers see and pay changes as soon as you save.
  • New frequency added — available to new subscribers right away.
  • Frequency removed — shoppers can no longer pick it.
  • Products added — they become subscribable right away.
  • Products removed — shoppers can no longer subscribe to them.

Customers can't switch frequency in the customer portal, so moving an existing subscriber onto a new schedule means they cancel and re-subscribe.

Think before you change a live group. Edits take effect immediately for everyone shopping. When you want a different deal for new customers while keeping your current offer intact, creating a second group is safer than reshaping the first.

Deleting a plan group

Click Delete on a group's row to remove it from Shopify. There is no confirmation step, so be sure before you click. The widget stops offering that group on its products straight away.

To stop offering a plan without deleting the whole group, open the group with Edit and remove the frequency or the products you no longer want to sell.

Plan structure best practices

  • Start with one plan group, multiple frequencies. Most stores don't need five different groups. One "Subscribe & Save" group with two or three frequencies covers most subscription patterns.
  • Steer with discount differentials. If you want most customers on monthly, give monthly the biggest discount. Customers tend to pick the option that saves them the most.
  • Make a separate group for a different product set. A "Discovery box" with its own discount is a separate group.
  • Keep the discount within what your margins allow. The discount applies to every delivery a customer takes.