Account & Billing
Can I switch between pricing plans? (on Subbly)
Setting up Stripe
Setting up PayPal (through Braintree)
How do I enable Apple Pay & Google Pay?
How to connect a domain to your website?
Checkout Only mode
How do I set the currency for my store?
Country of trade setting
Enabling taxes and using tax calculator
How do I export taxes on Subbly?
Can I grant access to more users to my account? (Teams app)
Can I manage the email notifications I receive?
How do I put my Subbly store and website offline?
How do I cancel my trial?
How do I cancel my account?
Checkout & Payments
Setting up the checkouts and customer portal on custom domain
How can I test the checkout and customer login area?
Changing branding on the checkout
How do I remove Subbly branding from the checkout?
How to translate the checkout?
How do I add Terms & Conditions to the checkout?
Do my customers need to register to make a purchase?
Cart widget behavior
Checkout customization options
How to enable 3DS confirmation step at checkout?
How do I set the multi-currency feature?
How to change the position of the currency symbol at the checkout?
Why are my checkouts not working?
Logo maker app
Designer Tools: Overview
Designer Tools: Layout
Designer Tools: Typography
Designer Tools: UI Kit
Getting started with Dashboard and Apps
Site Settings App
Blank space element
Language Switcher Element
Image Slider element
Button/Product Button element
Sharing Buttons element
Custom HTML element
Region Switcher element
Articles and Article Categories element
Follow Us element
How to add a cookie consent banner to your Subbly site?
How to create a banner on the website builder?
How to submit your website to Google, Yandex, Bing or Yahoo?
How to embed Instagram feed to my website?
How to create anchor points on your website?
How to set up event tracking codes on your website?
Adding chatbot to your Subbly site
How to add effects to your website?
How to build a page from scratch with Subbly?
How to add images and videos to your website?
How to configure SSL for your site?
Desktop vs. Mobile versions of the site
Positioning of elements
Why my domain was labeled as HREFLANG?
How to add Trust Pilot reviews to your website?
How to build your own product layout?
Setting up Headers and Footers across pages
Managing visibility settings of Elements and Blocks
How to create a Blog?
How do customers leave a review for my products?
Getting Started with the Website Builder
Basics of the Edit Mode
How to publish the latest changes on your website?
How to preview my Subbly website?
How to add/create Blocks?
How to localize your website (create a multilingual website)?
How to use Colors tool?
Why do the products go to 404 page?
Product builder wizard
What are subscriptions?
How to create a subscription product?
Understanding cut-off dates
Implications of using Anchored + Incoherent
One time subscription products
How to set sequential subscriptions in Subbly?
How does the pre-order setting work?
How to set up pre-paid subscriptions?
Setting up commitment period for your products
Setting up trial period for subscription products
How to set up shipping methods for my store?
How does gifting work?
How to use gift vouchers?
How to create one-time products?
Using one time products as bundles
How do I edit my product price and billing settings?
Can I set my subscriptions to auto-cancel themselves?
How to unpublish a product?
Setting up funnels
Surveys: Collecting Customer Data & Allowing Customizing of Subscription Price
Setting up surveys
How surveys appear at the checkout (multi-step vs single-step layout)
How do I change the order of my questions/steps and answers on the survey?
Deleting questions, answers or replacing surveys
Survey builder recipes (use cases)
How customers manage their subscription? (Customer portal)
Can I add customer's subscriptions manually?
Customer's Labels Explanation
How to switch the subscription product customer is subscribed to?
How to change renewal date for a customer?
How can I see my customers' preferences?
How to change the shipping address for a customer?
How customers change their password?
Can customers add products to their subscription?
How to process a refund for the customer?
How to reactivate customer's subscription
How does skipping/pausing work?
Handling customer email notifications through Subbly
Account credit balance
How do I export my customer data from Subbly?
Why my customer wasn't charged?
How to cancel customer's subscription?
Orders' Labels Explanation
How to filter orders?
Can I create a test order?
How to create adhoc orders/charges?
How to add a tracking number for customer's order?
Why am I not seeing my orders?
Why my orders don't appear in my Shipstation admin?
Growth & Retention
How dunning tool works on Subbly?
Cancellation Offers (Cancellation Flow)
Payment Failure Email
Upcoming Renewal Email
Automations recipes (use cases)
Handling out of stock
Using cart abandonment tool
Setting up the referral tool on Subbly
How to setup affiliate tracking through Subbly?
Adding conversion tracking to the checkouts
How to use the Addons Upsell feature?
Integrations & App Store
Setting up Chartmogul
How to use other shipping services with Subbly?
Setting up Facebook CAPI & Pixel
Setting up Google Tag Manager
Setting up Google Analytics
Setting up ManyChat integration
Setting up Taxjar
Setting up Facebook login
Setting up Google Auth
Setting up Mailchimp integration
Setting up Drip
Setting up HotJar integration
Setting up Flodesk (through Zapier)
Setting up Zendesk integration
Setting up Pirate Ship integration
Setting up Shipstation integration
How does the ShipStation integration work?
Setting up Bablic
Setting up Zapier
Setting up Klaviyo
Setting up Twilio integration
Setting up Intercom integration
How to edit checkout layout through Google Optimize?
Embed Subbly into external platform(s)
FAQ about Subbly
What countries is Subbly available in?
How do I get help? (How to contact support)
How fast do we respond to your tickets?
What payment gateways are supported on Subbly?
Stripe vs. Paypal: Which one to use?
How much traffic can the Subbly servers handle?
Pricing plans, pricing structure and applicable transaction fees on Subbly
How and when do we charge VAT?
Does Subbly offer refunds?
Can I use Subbly for POS sales?
How can I migrate my customers from Stripe?
How can I migrate my customers from PayPal?
Does Subbly integrate with any accounting platform?
How to transfer domain between sites on Subbly?
Can customers download files from my Subbly site?
Why doesn't Subbly have a marketplace?
Why my checkout redirects to a different product?
What shipping integrations do you provide?
When do I get paid?
How to use tags?
How can I access my previous receipts/invoices?
How can I send emails to my customers?
Working with Subbly Experts
Updated by Carlos Aguilar
No more complex spreadsheets, our new filters groups feature enables you to triangulate all of your orders with powerful and/or logic so you can easily manage them in bulk.
Filter groups parameters explanation
Filtering is a useful way to see only the data that you want displayed in your Orders dashboard. You can use filters to display specific records.
You can create filtering groups by using the following parameters.
- Order status - Lets you select between orders which are future shipment, awaiting delivery or shipped.
- Product - Lets you select among all the products and pricing plans created at your main admin.
- Order tag - Lets you select between all the tags created at your main admin and filter based on the tag used in the order.
- Survey - Lets you select among surveys and filter based on the survey used while creating the order.
- Survey's question - Lets you select among surveys and select that survey's question and filter based on the question found in the order.
- Survey's answer - Lets you select among surveys and select that survey's answers and filter based on the answer found in the order.
- Shipping method - Lets you select among your shipping methods & rules and filter based on the shipping rule used on the order.
- SKU - Lets you select among your inventory items and filter based on the shipping items used on the order.
- Coupon - Lets you select between all the coupons created at your main admin and filter based on the coupon redeemed for the purchase.
- Customer tag - Lets you select between all the tags created at your main admin and filter based on the tag used on the customer which the order belongs to.
- Customer - Lets you select among your existing customers and filter based on the customer which the order belongs to.
- Amount - Lets you set a price or price range and filter based on the order total price.
- Subscription - Lets you select among all your subscription products and filter based on the subscription product
How to use multiple filters at a time?
Now it is really easy to use multiple filter groups at a time by creating the first filter group and clicking on the pencil that appears on the right side of the main rule.
It will present you with the options to Add filter (create a new filter group), Duplicate (create a copy of the original filter group) and Remove group (deletes the filter group.)
How to change among and/or operators?
The And and Or operators are used to filter records based on more than one filter group:
- The And operator displays records if all the conditions separated by And are met.
- The Or operator displays a record if any of the conditions separated by Or is met.
To change the operator, click on the current operator found between filter groups, and you will be presented with a drop-down menu through which you will be able to select the operator you would like to use.
Now, suppose you wanted to know which orders with a price of $20 or less have been created while using a coupon. This filtering task has two criteria and you want to fulfill them both.
In other words, the order must be $20 or less and have a certain coupon added.
We will create two filtering groups:
- The first one will use the Amount operator, is less than key and the quantity which in this case is $20.
- Then we add a new filter by clicking on the pencil icon in which we will use the Coupon operator, is equal to key and the coupon ID.
Following the same example, now we want to know which of the orders under $20, used either the 50OFF coupon or a second coupon GFT50.
To do so, click on Add filter group and create 2 filters as in the previous step but change the default operator between filter groups for the or operator so the results include all orders that use either of the coupons and are under $20.
Got any questions? Let us know.