STEP 2
Settings
Complete the common settings first
Creating a store, inviting users and connecting your cart system / OMS are covered in the common settings. You can skip them if you have already done this for another Recustomer product.
The settings you need depend on how you are adopting Try Before You Buy.
- If you are adopting Try Before You Buy only (without Recustomer Returns and Exchanges)
- If you are adopting it together with Recustomer Returns and Exchanges, or already use them
In both cases, configure the additional settings that apply to you.
If you are adopting Try Before You Buy only (without Recustomer Returns and Exchanges)
There are 7 settings for Try Before You Buy. Work through them from the top and you will be done.
| # | Setting | What it does |
|---|---|---|
| 2-1 | Enable Try Before You Buy | Approve the charges and start using Try Before You Buy in the Recustomer admin dashboard |
| 2-2 | Return integration service | The setting that lets Recustomer read Shopify return statuses. It can be configured once Try Before You Buy is enabled |
| 2-3 | Trial policy settings | Configure the trial period and payment-related settings |
| 2-5 | Add the Try Before You Buy button | Add the trial button to your Shopify product pages |
| 2-6 | Set the products eligible for a trial | Configure which products are eligible for Try Before You Buy on the Shopify side |
| 2-7 | Cancellation settings | Set up the cancellation integration (Cancel Order) used by Try Before You Buy |
| 2-8 | Notification email settings | Configure the emails sent automatically to shoppers |
If you are adopting it together with Recustomer Returns and Exchanges, or already use them
There are 7 settings for Try Before You Buy. Work through them from the top and you will be done.
| # | Setting | What it does |
|---|---|---|
| 2-1 | Enable Try Before You Buy | Approve the charges and start using Try Before You Buy in the Recustomer admin dashboard |
| 2-3 | Trial policy settings | Configure the trial period and payment-related settings |
| 2-4 | Add trial settings to your return policy | Add "trial return" and "trial exchange" to the dynamic return methods on the Returns and Exchanges side |
| 2-5 | Add the Try Before You Buy button | Add the trial button to your Shopify product pages |
| 2-6 | Set the products eligible for a trial | Configure which products are eligible for Try Before You Buy on the Shopify side |
| 2-7 | Cancellation settings | Set up the cancellation integration (Cancel Order) used by Try Before You Buy. Not needed if you have a Cancellation contract |
| 2-8 | Notification email settings | Configure the emails sent automatically to shoppers |
Additional settings
Configure these only if they apply to you.
| Setting | Applies to | What it does |
|---|---|---|
| Additional setup for trial prepayments | If you charge a trial prepayment | Add a Shopify Flow that adds the prepayment amount to the order |
| Add an order tag to trial orders | Optional | Add a Shopify Flow that automatically tags trial orders with the order tag "お試し購入" (Try Before You Buy) on the Shopify side |
| Showing trial items as ¥0 on the cart page | Optional | Trial items are not shown as ¥0 on the cart page, so this is handled with a theme customization |
| Editing the text on the checkout page | Recommended | Adjust Shopify's default wording for deferred and subscription purchases so that it fits Try Before You Buy |
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