How to create a client & subscription on Multimerce Shopify

Things you need to get started:

Access to app.qwilr.com (team@ email)
Access to the Multimerce Shopify backend

Process:

Create a Recurring product
Create a Subscription
Create the customer
Create a PopCart link (direct link to checkout)
Email the client

Create a Recurring product

Process:

Duplicate the Digital Support Package Template product
Give it a new name with this format:

Client name
Set the product price to the agreed value (excluding GST) & make sure "Charge tax on this product" is enabled
Enable "Only allow purchase of this product as a subscription"
Set product to Active and Save

Create a Subscription

Process:

On the Shopify backend, click Apps > Native Subscription
Go to Plans
Click Create Subscription Plan
In the Basic Info add an internal name and set Plan name to Recurring billing
In the frequency, type Billed every
Create a new interval and set these parameters:
Select the product you just created and click Save or Create

Create the customer

Process:

Go to the Shopify backend and click Customers
Click Create Customer and add all the client info
Set the email address to your one and change it after you activate the account
Make sure to upload the client's contract (PDF) in the metafield at the bottom
Click Create
Send the Account Invite to your email and set the password to the client email address.
Once done, change the email address associated to the client account to their one.

Create a PopCart link

Process:

On the Shopify backend, go to Sales Channels > CarPop Checkout links
Duplicate the Checkout link template
Remove the product and select the one you just created for the client
Make sure Visibility is Enabled and the Link destination is set to Checkout
Copy Link Alias and send it to the client

Email the client

Email template:

Hi { client name },

Thank you for accepting the proposal.

We've created an account for you on Multimerce where you will be able to see all future invoices, your contract, and more.

To get started, you'll need to complete checkout with the agreed package via the link below:

{ checkout link here }

Your login details are:
Email/username: { client email }
Password: { client email }

If you'd like to change your password, just click the forgot password link on the login page.

Let me know if you need any assistance on the above.

Thanks again—we're excited to get started with you!

Kind regards,
{ your name }

Questions Answered

What are your business hours and availability?

Our team is available across multiple time zones to ensure we can serve our clients effectively. Our standard business hours include:

- For AEST: Monday to Friday, 07:00 to 18:00
- For EST: Sunday to Friday, 16:00 to 03:00
- For PST: Sunday to Thursday, 13:00 to 00:00
- For CET: Sunday to Friday, 22:00 to 09:00

In addition to these hours, we also offer after-hours support for high-priority work, ensuring that urgent client needs are addressed promptly and efficiently.

Is my data safe with you?

At Multimerce, we don't directly manage your data; rather, we access it through marketing platforms like Meta, Google, and Klaviyo. These platforms are responsible for the security of your data.

Nonetheless, we adopt stringent security procedures on our end, including enabling two-factor authentication (2FA) for all accounts and users, to ensure an additional layer of safety for your information.

How does the pause feature work?

We recognise that your needs may vary from month to month, and you may not require a continuous stream of Digital Marketing work. That's where our subscription pause feature becomes valuable.

From your client account, click 'Pause' subscription and choose between your preferred date, immediately, or a future pause.

You can also cancel your pause and start working with us again straight away if your needs change.

How are payments processed?

We use Chargebee to manage and process all recurring payments for our subscriptions. This robust and secure platform accepts a range of payment methods, including all major credit and debit cards.

We prioritise the security of your payment data, adhering to strict data protection standards to keep your financial information safe.

Through your account, you have full access to all invoices and billing details, and you can easily pause or cancel your subscription at any time.

Can I pay by invoices instead of subscribing?

To streamline our billing and accounting processes and maintain a focus on what truly matters—marketing—all payments (with the exception of quarterly pre-paid billing) must be made through our subscription plans, charged at the chosen intervals.

Opting for the convenience of your debit/credit card payments can unlock special benefits provided by many card companies, such as discounted travel fares, loyalty benefits and more.

Are there any refunds if I don't like the service?

We take pride in delivering high-quality work and provide simple and transparent pay-as-you-go pre-paid services. As a result, we do not provide refunds. However, we honour your trust in us to deliver work that fits the brief and are open to working with you to achieve the desired result.

Multimerce is one of the emerging leaders unlocking the power of hyper-personalised experience from first-touch to brand advocate

Let's connect and build something great