Bold Subscriptions Setup for Shopify Brands

Many Shopify stores outgrow basic subscriptions but do not need the cost or complexity of Recharge. Bold Subscriptions gives mid-market brands flexible recurring, prepaid, and convertible subscription options. Shero implements Bold and configures the dunning, customer portal, cancellation, and retention flows that help keep subscribers active.

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16+

Years in business

500+

Projects Delivered

50+

Team Members

98%

Client Retention

18%

Higher LTV for merchants with active subscription programs

Merchants with active subscription programs have higher customer lifetime values and lower customer acquisition costs than those without, according to Shopify's 2025 Commerce Trends report. Bold Subscriptions is the right platform for brands that want those outcomes at mid-market scale without Recharge's pricing and complexity.

760K+

Bold Commerce app installs across the Shopify ecosystem

Bold Commerce has 760,000+ app installs across the Shopify ecosystem, making it one of the most established app developers on the platform. Bold Subscriptions integrates natively with Bold Upsell, the only subscriptions-plus-upsell pairing built by the same team on Shopify, and supports white-glove migration from any subscription platform in under a day.

98%

Client Retention

98% of Shero's clients stay on retainer after their project closes. Subscription configurations require ongoing updates and optimization as plans change, new products are added, and dunning sequences need tuning based on failed payment recovery rates.

Shopify

Premier Partner

Shero holds Shopify Premier Partner status, one of fewer than 150 agencies globally. Bold Subscriptions configurations involving prepaid subscription models, convertible subscription flows, and Klaviyo integration for subscription lifecycle emails require platform depth to implement correctly.

Since partnering with Shero Commerce, our eCommerce revenue has grown by 200%. Their support and solutions have been game changers for our business.

James McKenna, Senior Commerce and CX Manager, STX

What Bold Subscriptions covers and when it is the right choice

Bold Subscriptions is a strong fit for mid-market Shopify brands that have outgrown basic subscription tools but do not yet require the cost or complexity of Recharge. Shero helps determine whether Bold is the right platform and then implements it aligned with the store's subscription strategy, retention goals, and operational requirements.

  • Configure standard, prepaid, convertible, subscription box, and build-a-box models
  • Set up customer portal controls for skip, pause, swap, and cancel
  • Build failed payment recovery flows with smart retry logic
  • Connect Klaviyo for win-back, churn prevention, and lifecycle messaging
  • Configure cancellation save offers before subscribers leave
  • Add subscription widgets and upsells across product, portal, and post-checkout flows

Why brands work with Shero on Bold Subscriptions

Most Bold installs get recurring orders live and stop there. The dunning sequence, cancellation flows, and customer portal configuration are what determine whether subscribers stay subscribed after the first billing cycle.

01

Bold versus Recharge: the right tool for the revenue stage

Bold Subscriptions is the right mid-market choice for stores that need more than Shopify's native app but cannot justify Recharge's transaction fees. For stores above $300K in annual subscription revenue with complex bundle subscription requirements, Shero recommends Recharge. The platform decision is made in discovery based on current subscription revenue and model complexity, not on which app the brand heard about first.

02

Dunning configured to recover failed payments before they cancel subscriptions

Bold's smart payment retry sequences charge failed cards on an optimal schedule, send branded emails prompting subscribers to update payment details, and hold the subscription active through a configured grace period. Left on defaults, failed payments cancel subscriptions that a correctly configured dunning sequence would have recovered. Shero configures the full dunning sequence before launch so revenue recovery is automatic from the first billing cycle.

03

Customer portal built to reduce cancellations and support tickets

Bold's customer portal lets subscribers skip, pause, swap, or cancel without contacting support. A portal that makes those actions easy reduces both support ticket volume and the cancellations that happen when a subscriber cannot figure out how to pause. Shero configures portal flows with clear actions for each self-service scenario.

04

Cancellation flows that intercept churn before it happens

Bold's cancellation flows surface the subscription management options a subscriber needs before they hit the cancel button: a skip, a pause, a product swap, or a discount offer. The flow is configured per cancellation reason so a subscriber leaving because of budget gets a different offer than one leaving because of product frequency. Shero builds these flows as part of the full implementation.

05

Klaviyo connected for subscription lifecycle email flows

Bold passes subscription events to Klaviyo: subscription created, charge upcoming, charge failed, subscription paused, and cancellation. Shero maps Klaviyo flows to each event as part of the Bold implementation so subscription lifecycle emails are operational from the first order rather than added later.

06

Prepaid and convertible plans configured for upfront and trial offers

Bold supports prepaid plans, where customers pay upfront for multiple cycles at a discount, and convertible subscriptions, where a starter kit converts to a recurring refill after the first order. Shero configures both as part of the implementation, so trial kits and bulk-prepay options work correctly from launch.

Our Work

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Body jewelry and tattoo supplies

Painful Pleasures

Painful Pleasures is a long-standing supplier of body jewelry and tattoo supplies with a catalog of 40,000+ products. The brand partnered with Shero to complete a stalled Magento to Shopify migration and deliver the complex custom features their business depends on.

Painful Pleasures
Towing equipment and aftermarket accessories

GEN-Y Hitch

Looking to scale beyond a WooCommerce setup that no longer aligned with their goals, the American manufacturer of heavy-duty towing hitches and accessories partnered with Shero to migrate to Shopify, delivering a unified B2B and D2C experience, NetSuite ERP integration, and use-case-driven navigation.

GEN-Y Hitch
Finland's leading music instrument retailer

F-Musiikki

F-Musiikki is one of Finland's leading music instrument retailers, serving both consumers and businesses with over 15,000 products. Looking to reduce costs and modernize their platform, the brand partnered with Shero to migrate from Magento to Shopify Plus and launch a hybrid B2C/B2B store in just two months.

F-Musiikki
Premium Chocolates

Sarris Candies

Looking to scale beyond a custom .NET platform that had become a ceiling rather than a foundation, the family-owned Pennsylvania institution partnered with Shero to migrate to Shopify Plus, delivering a mobile-first storefront, custom personalization features, and advanced ordering capabilities for both gift buyers and bulk purchasers.

Sarris Candies

Bold Subscriptions running on defaults gets recurring orders. Correctly configured, it gets recurring revenue that grows.

The setup session is free. It maps your subscription model, revenue stage, and Klaviyo requirements before any platform decision is made.

Book a Setup Session

How a Bold Subscriptions setup engagement runs

01

Subscription Model Scoping

Subscription types, Klaviyo integration, dunning requirements, and cancellation flow needs documented. Platform confirmed as the right fit before configuration begins.

02

Bold Setup and Plan Configuration

Subscription plans built. Subscribe-and-save, prepaid, and convertible models configured where required. Customer portal flows built.

03

Dunning and Cancellation Flows

Smart payment retry configured. Klaviyo dunning emails connected. Cancellation flows built per cancellation reason.

04

QA and Launch

Full subscription lifecycle tested: subscribe, manage, skip, pause, failed payment, and cancel. Klaviyo event triggers verified.

05

Ongoing Maintenance

Dunning recovery rates monitored. Cancellation flow performance reviewed. Plan structure updated as subscription program evolves.

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What our clients say.

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Swag Golf

"We partnered with Shero for the SWAG site development. The dev was highly nuanced, specialized and complex. The Shero team went above and beyond. They were collaborative, organized and professional, consistently setting expectations clearly and usually exceeding them."

Matt Kaminsky

Co-founder & Managing Director / Swag Golf

Painful Pleasures

"Our journey from Magento to Shopify was riddled with complexities and challenges. With a vast catalog and intricate B2B logic, we needed expertise that could navigate through these intricacies. Shero Commerce was our beacon. They not only provided innovative solutions but also utilized their vast Magento knowledge to bridge gaps in Shopify’s native features. Now, our platform is seamless, our costs are reduced, and the headaches are a thing of the past. A heartfelt thank you to the Shero team!"

Patrick Rice

CEO / Painful Pleasures

Invisible Bead Extensions®

Working with Shero Commerce on our migration from WordPress to Shopify was honestly such a pleasant experience. We’d been on WordPress for five years with tons of content and very specific styling, and moving all of it into one cohesive Shopify site was no small feat — this was a genuinely complex, highly technical migration. But they pulled it off on deadline with zero errors and zero issues. Their team showed up with everything we needed: a project manager, multiple developers, marketing leads, email specialists, and CRO experts, all coordinated through dedicated meetings and a real task management system. They also designed several high impact conversion pages so our digital presence didn’t just function better — it looked beautiful too. Since migrating, we’ve seen an increase in revenue thanks to having one simplified, cohesive platform. I’m so grateful for how seamlessly they executed this, and I’d recommend Shero Commerce to anyone facing a migration like ours.​​​​​​​​​​​​​​​​“

Jasmine Hadjis

CEO, IBE / Invisible Bead Extensions®

Camera Source

"Shero did a great job migrating our site from Magento to Shopify. Switching to Shopify went very smooth and I believe it is because of the Shero team. They actually care. I have appreciated the help in answering my questions and guiding us through everything."

Tricia Christianson

Sales and Marketing - Camera Source / Camera Source

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