Tasks on Recurpay
1. Create Subscription Plans
Ensure your subscription offerings are fully configured in Recurpay.
Go to Recurpay β Plans
Create or review subscription plans:
Order & Billing frequency
Pricing
Discounts (if applicable)
π Guide: How to Create Subscription Plans in Recurpay
2. Enable the Subscription Widget
Allow customers to subscribe and manage their subscriptions directly from your storefront.
Enable the Recurpay Subscription Widget on:
Product pages
Customer account (orders)
π Guide: How to Enable the Recurpay Subscription Widget
3. Add DNS Records for Email Notifications
To ensure subscription emails are delivered from your domain, DNS records must be added.
Go to Recurpay β Settings β Notifications
Add the required CNAME and TXT records to your domain provider
This is required for:
Subscription renewal emails
Payment reminders
Subscription updates
π Guide: How to Add DNS Records for Recurpay Emails
4. Customize Email Notifications
(Optional but recommended)
Personalize subscription emails to align with your brand.
Go to Recurpay β Settings β Notifications
Customize:
Sender details
Brand logo
Email content and subject lines
This ensures a consistent and professional customer experience.
π Guide: How to Customize Recurpay Email Notifications
5. Select a Recurpay Plan
Before subscriptions can go live, ensure a Recurpay plan is selected.
Go to Recurpay β Settings β Billing
Choose a plan that best fits your business needs
π Learn more: Recurpay Plans & Pricing
Tasks on Previous Subscription App
6. Disable Customer Notifications
To avoid customers receiving duplicate or conflicting emails:
Disable all customer-facing notifications on the previous subscription app
This includes renewal emails, payment reminders, and subscription updates
This helps maintain a clean customer experience during and after migration.
7. Disable Customer Portal on the Old Subscription App
To prevent unintended customer activity during the transition:
Disable the customer subscription portal on your previous subscription app
This prevents customers from making changes such as:
Skipping deliveries
Pausing subscriptions
Cancelling subscriptions
Changing plans
Disabling the customer portal ensures the migrated data remains accurate and consistent throughout the migration process.
8. Disable or Uninstall the Old Subscription App
Once migration is confirmed and reviewed:
Disable or cancel subscriptions on the old subscription app
Uninstall the app to prevent duplicate charges or conflicts
9. Subscription Activation (Handled by Recurpay)
Once you confirm everything looks good:
The Recurpay team will activate subscriptions on your behalf
Subscriptions resume safely with no unintended charges
No action is required from your side unless our team reaches out for confirmation.
Final Go-Live Review
Before announcing or fully launching subscriptions, confirm the following:
β Subscription plans created in Recurpay
β Widgets enabled on storefront and account pages
β DNS records added and verified
β Email notifications customized
β Recurpay plan selected
β Customer notifications disabled on old app
β Customer actions disabled on old app
β Old subscription app disabled or uninstalled
β Subscriptions activated by Recurpay
Once completed, your store is fully live on Recurpay π
Need Help?
If you need assistance at any stage:
Email help@recurpay.com
Use the Instant Call button from your dashboard
Start a live chat β our team is available 24Γ7
