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?
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?
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
Which parameters are being passed to the checkout on Subbly?
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
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 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)?
Why do the products go to 404 page?
How to create product category filter (Website builder)
Product builder wizard
What are subscriptions?
How to create a subscription product?
Understanding cut-off dates
Implications of using Anchored + Incoherent
How to set subscriptions to auto-cancel?
Content feed (How to use Subbly as a paywall?)
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?
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
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 (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?
Timeline events FAQs
AI Author Bot (powered by AI)
Order Labels Explained
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
Predictive churn (powered by AI)
Automations recipes (use cases)
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
Setting up Addons Upsell
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
Setting up SendGrid
Setting up Postmark
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)
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?
How to use tags?
How can I access my previous receipts/invoices?
How can I send emails to my customers?
Working with Subbly Experts
How to fix 'there is an update' error on your website?
This article is a quick overview of capabilities and what you can do with the survey builder feature of Subbly. For additional clarity on how you can attach created surveys to product checkouts and for regular FAQ please see here. For expected behavior and logic of changing the survey questions please see here.
Typical use cases of the survey builder
Our survey builder is the answer to all your questions and dreams when it comes to any of the following:
- Collecting data from your customers to allow personalizing their experience
- Letting customers pick and choose the products they receive (which alters the price)
- Offering upsells and addons during the checkout flow
- Allowing customization per subscription (including price)
Regardless if you're a pre-made meal delivery service (with a food menu), food subscription box, pet subscription box or toiletry subscription box the survey builder really does give you the flexibility you need.
A question is synonymous with a "step" on the checkout flow. And an answer is synonymous with a "choice" or "preference" or even a product the customers chooses.
Types of questions you can use through the survey
There are 4 types of questions:
- Text: this allows free text input of the customer, perfect for asking open questions
- Single choice: the customer can only choose 1 answer of many, the answer can alter the price of their total subscription
- Multiple choice: the customer may choose more than 1 option, their choices can also alter the final price
- Quantity selector: This is perfect for subscriptions boxes with menus or where the customer can choose not only multiple, but also multiple of each. Each unit can alter the price as well! For example: 1 option may be $1/unit and the customer chooses 3 of them which adds $3 to their total subscription.
Setting minimum/maximum limit for the survey options
It's possible to set the minimum or maximum limit for number of survey choices the customer will be able to choose from the checkout. Validation on the checkout for the survey option can be done either:
- by number of answers - for example, customer needs to choose at least 2 out of 5 options in order to proceed
- by amount - for example, customer will need to choose at least $50 worth of survey options in order to proceed
Two validation options at the checkout can be combined as well and applied simultaneously.
Setting survey options as mandatory or optional
You can make a step/question required or you can make it optional. If you leave the Required switch switched off customers will be able to proceed past that question without providing an answer or choosing an option on it.
Setting surveys options as default
You can mark the default checkbox on any of the question answers, and they will be prompted as selected when the question is prompted in the survey.
What does "Multiply price add-ons by number of shipments" do?
This is associated with the survey setup and controls whether the price modifiers on the survey will be multiplied by the number of shipments within the billing period or whether these will be charged only once.
For more clarity and closer explanation on the surveys, we suggest taking a look at video instructions below:
Other notes and considerations
Questions, answers and surveys can be edited any time but please be aware as of just now we have specific behavior about how we handle changes for existing customer responses.
Surveys can be used on multiple products at once! And you can change them any time in the product settings.
Customers can edit their responses any time by logging in, except for when their payment is due (3 hours before and until their payment is taken successfully).
You can change the order of questions (steps) and answers by dragging and dropping.
We hope you love and enjoy the survey builder!