Account & Billing
Can I switch between pricing plans? (on Subbly)
Setting up Stripe
Setting up PayPal
Setting up Braintree (or PayPal through Braintree)
Setting up Auth.net
Setting up Apple Pay & Google Pay?
Setting up a specific billing time
How to connect a domain to your website?
Handling invoices
How do I set the currency for my store?
Country of trade setting
Timezone setup
Taxes
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?
Preventing Customer's Cancellations
Checkout & Payments
Setting up the checkouts and customer portal on custom domain
Testing checkouts and customer portal
Setting up your branding
How do I remove Subbly branding from the checkout?
How to translate the checkout and the customer portal?
How do I add Terms & Conditions to the checkout?
Do my customers need to register to make a purchase?
Checkout & cart widget behavior
Setting up cart widget
How to enable 3DS confirmation step at checkout?
Setting up multicurrency
How to change the position of the currency symbol at the checkout?
Why are my checkouts not working?
Updating cart widget based on webpage actions
Altering cart widget functions by embedding Subbly Javascript
Website Builder
AI Website Builder
Getting Started
Welcome to Subbly's agentic builder!
Pricing, Costs, and Credits Explained
A Quick Tour of the Agentic Builder Interface
Prompting for Success: How to Talk to the Agent
How to Create Your First Prompt
Your First Project: A Step-by-Step Guide
Core Features
Setting up Your Project Settings
How to Write Effective Project Instructions
Understanding the Different AI Models Available
Understanding the Element Selector Tool
Connecting Products to the Site
How to Set up a Custom Domain
Deploying Site
Troubleshooting
My Agent isn't Behaving as Expected: Common Issues and Fixes
Optimizing for Performance and Credit Usage
How to Revert to a Previous Version
When to Start a New Chat
Contacting Support
Cancelling Your AI Website Builder
Free Resource
Legacy Builder
Dashboard apps
Articles App
Logo maker app
Designer Tools: Overview
Fonts App
Pages App
Designer Tools: Layout
Designer Tools: Typography
SEO App
Domain App
Languages App
Designer Tools: UI Kit
Templates App
Media App
Pop-Ups App
Getting started with Dashboard and Apps
Site Settings App
Edit mode
Troubleshooting ''there is an update'' error
How to change the title for your website?
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
Adding visual effects to your website
Building a page from scratch with Subbly
How to add images and videos to your website?
How to add GIFs to your website?
Configuring SSL for your website
Desktop vs. Mobile versions of a website
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?
Previewing your Subbly website
Adding and creating Blocks on your website
How to localize your website (create a multilingual website)?
Colors tool
Why do the products go to 404 page?
How to create product category filter (Website builder)
Elements
Icons element
Blank space element
Language Switcher Element
Image Slider element
Form element
Map element
Product/Products Element
Breadcrumb element
Account Element
Accordion element
Button/Product Button element
Sharing Buttons element
Logo element
Quotes element
Paragraph element
Custom HTML element
Search element
Region Switcher element
Divider element
Articles and Article Categories element
Follow Us element
Gallery element
Title element
Video element
Image element
Countdown element
Pages element
Products
Product builder wizard
What are subscriptions?
Ad-hoc subscriptions
Anchored subscriptions
Understanding cut-off dates
Incoherent subscriptions
Implications of using Anchored + Incoherent
Setting subscriptions to auto-expire
Membership subscriptions
Content feed (How to use Subbly as a paywall?)
How to set sequential subscriptions in Subbly?
Seasonal subscriptions
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?
Setting up Mondial Relay
How gifting works?
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 create "Subscribe & Save" offers on Subbly?
How to unpublish a product?
Setting up funnels
Subscription add-ons
Fixed bundles
Customizable bundles
Subscribe and Save bundles
Setting up subscription products
Survey builder
Customers
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 (Templated emails)
Account credit balance
How do I export my customer data from Subbly?
Why my customer wasn't charged?
How to cancel customer's subscription?
Event Logs
AI Author Bot (powered by AI)
Orders
Order Labels Explained
Handling Orders
How to filter orders?
Importing 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
Customer retention
How dunning tool works on Subbly?
Cancellation Offers (Cancellation Flow)
Cancellation Analytics
Churn Insights
Payment Failure Email
Upcoming Renewal Email
Predictive churn (powered by AI)
Growth tools
Automations FAQ
Automations recipes (use cases)
Coupons
Inventory Management
Handling out of stock
Using cart abandonment tool
Setting up lead forms and converting leads
Setting up the referral tool on Subbly
How to setup affiliate tracking through Subbly?
Adding conversion tracking to the checkouts
Analytics FAQ
Setting up Addons Upsell
AI Addon Bundle
Integrations & App Store
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
Setting up SendGrid
Setting up Postmark
Setting up CartStack
How to edit checkout layout through Google Optimize?
Embed Subbly into external platform(s)
FAQs
FAQ about Subbly
What countries is Subbly available in?
How do I get help? (How to contact support)
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?
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?
Global metadata (Attributes and Tags)
How can I access my previous receipts/invoices?
How can I send emails to my customers?
Working with Subbly Experts
Migrating to Subbly
Getting started with Subbly Guide
- Subbly Help Center
- Products
- Survey builder
- Setting up surveys
Setting up surveys
This article explains how to create custom checkout funnels and flows for your Subbly products. In this article, you will learn how to create the the checkout funnel by using surveys and how to properly connect them to your product checkouts for the seamless user experience.
Use cases
Surveys can be used in various ways. Here are some of the key benefits:
- Collect customer data to personalize their experience (especially important for curation-style subscriptions).
- Allow customers to select the products they receive (ideal for build-a-box functionality).
- Offer upsells and add-ons during the checkout flow.
Generic vs Subscription Box template
There are two main templates you can use when building a survey. The key differences between them are:
- The Generic Survey template displays all questions on a single page, whereas the Subscription Box Survey template follows a step-by-step (breadcrumb) layout, where each question appears on a separate step of the checkout funnel.
- The types of questions available differ between the two templates. The Subscription Box template offers greater flexibility, allowing you to configure the flow to include a price plan selection step and/or an email collection step.
- The Generic Survey can be set to trigger either before or after checkout, whereas the Subscription Box template can only appear before the actual product checkout.
You can find an example of the Generic Survey here. A demo of the Subscription Box Survey template in action is available here.
Using Generic survey template
To set up a Generic Survey template on your Subbly account, go here and select Add New Survey. In the next step, enter a name for the survey (for internal use only—it will not appear on the checkout) and be sure to choose the Generic template.

There are two types of Generic Survey templates: pre-purchase and post-purchase. The key difference is when the survey is triggered—either before or after checkout.
An important consideration is that a survey can only be used post-purchase if it does not upsell or alter the subscription price in any way. In other words, a post-purchase survey can only be used to collect additional customer information or preferences, as long as it does not modify the recurring subscription price.
Types of questions
There are four types of questions you can use when building a survey:
- Text – Allows customers to input free text.

- Single Choice – Customers can select one option from multiple choices. The selected option can alter the total subscription price, depending on the setup.

- Multiple Choice – Customers can select more than one option, and their choices may impact the final price.
- Quantity Selector – Ideal for subscription boxes with menus or cases where customers can select multiple units of each option. Each unit can adjust the total price. For example, if an option costs $1 per unit and the customer selects three, $3 is added to their subscription total.

Question rules
Question rules apply to Multiple Choice and Quantity Selector question types, allowing you to set limits on customer selections. You can:
- Define a minimum/maximum number of options a customer can select at a given step.
- Set a minimum/maximum dollar value that the customer must meet when making their selections.


Other notes and considerations
- The same survey can be used with multiple products; however, a single product can have only one survey attached to it. This means you cannot assign both a pre-purchase and post-purchase survey to the same product.
- You can easily rearrange the order of questions within a survey by dragging and dropping the survey options, as shown in the image below.

- You can make the question required by enabling the corresponding toggle on each question of the survey. If the toggle is disabled, customers will be able to skip that question when on the checkout and the preference won't be collected from the customer.

- Multiply price add-ons by number of shipments toggle applies to the entire survey. This setting determines whether price modifiers from the survey will be multiplied by the number of shipments within the billing period or charged only once.
Using Subscription Box survey template
To start building the Subscription Box survey template, go here and click on Add New Survey. On the following page, make sure to select the Subscription Box survey template.

Question types
Compared to the Generic Survey template, the Subscription Box Survey template includes three additional question types:
- Plan Selection Step (Mandatory) – Allows customers to choose from different products or pricing plans of the same product. One-time products cannot be added here.
You can upload separate thumbnail images for each pricing plan directly from this step. Additionally, you can add a banner or footer to highlight the value of a specific step by configuring the Highlight column.

Once the products are added to the Plan Selection Step, be sure to configure the layout and appearance on the same screen. Choose from different display options and adjust how the text aligns relative to the height of the cards.

- Email Collection Step – Captures the customer’s email before checkout or before completing the survey. If the customer abandons checkout after this step, their email will still be saved in the cart abandonment pool, allowing for retargeting.

- Add-On Offer – Enables a single-product upsell on a separate page. Only one product can be added at a time.

When setting up the add-on offer, you can choose whether it should be added only to the customer's first order or automatically included in their recurring subscription.

Additional appearance options
You can set up the breadcrumb-style menu for the survey from the main page of the Subscription Box survey template, as shown in the picture below.

The survey automatically inherits the styling from the Storefront Settings, including the cart and checkout color palette. However, you can customize the survey template’s styling separately by disabling the toggle and making modifications manually.
Embed options
There are 3 different options how you can embed your newly created survey on your existing website:

Subbly-hosted page - This option provides a direct link to the survey (and consequently product checkout) and it bypasses the customer having to visit your site at all. This is ideal for social media sharing or for inclusion in email blasts where you can include this URL so customers can finish checking out after following the link from an email.
Add directly to your Subbly website - If you are hosting your website on Subbly at the same time, we made it super easy to embed your product survey to it. Simply use the Survey element to drag and drop it on anyone of your pages and you'll be good to go!
Embedded in your website - If your site is hosted elsewhere (and you're using Subbly only for the checkouts) this is the path you'll need to take. Click on this option and follow the 3-step instructions displayed on-screen.