Getting started with EverFlow

What Is EverFlow?Click to copy

EverFlow is an application providing an end-to-end solution for merchants who want to run their subscription business on Shopify.

EverFlow FeaturesClick to copy

  • Subscription Features
  • Loyalty features
  • Bundle Features

Getting Started With EverFlowClick to copy

Click on the EverFlow button on the left of the page.

On this page, you will get the overall information about EverFlow, this includes:

  1. Home: This will show you a welcome message and how you can visit our help center or chat with us.

  1. Get started with EverFlow: This gives you quick setup options.

  1. Boost your subscription business with EverFlow

  1. Today active subscriptions

  1. Today revenue

  1. Today average order value

Step 1: Create Your First Subscription PlanClick to copy

Access Subscription plans page > hit “Create plan” button and update payment gateway to start your journey with EverFlow.

Step 2: Manage SubscriptionsClick to copy

Access the Subscriptions page to manage the customers’ subscriptions.

Step 3: Customer PortalClick to copy

If you access the Customer Portal page, you will be able to adjust the customer portal permissions:

  1. Edit subscription: This setting allows you to decide if customers can cancel/pause/resumer their subscription

  1. Edit future billing attempts: This setting enables you to decide if the customers can skip their upcoming billing attempts or reschedule their future billing attempts.

  1. Edit subscription items: This setting enables you to decide if the customer can remove/add items or change item quantity.

Step 4: AnalyticsClick to copy

If you access the Analytics page, you will be able to see information about customer subscriptions and orders.

Step 5: PreferencesClick to copy

If you access the Preference page, you will be able to adjust the notifications, dunning management, shipping profiles, and quick checkout link settings.

  • Notifications

  • Dunning management

  • Shipping profiles

  • Quick checkout link

Frequently Asked QuestionsClick to copy

1. Can I create multiple subscription plans?

Yes, you can create multiple subscription plans. In order to do so, you will need to go to Subscription plans -> Create plans and repeat the process once you have successfully created a plan. For more detailed instructions, please refer to our manual of How to create subscription plans for your product.

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