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STEP 2-6

Set the products eligible for a trial

View as Markdownllms.txt

Set the products eligible for Try Before You Buy. They are decided by the following two settings.

SettingWhat it decidesHow to set it
1. Trial button displayThe products that show the trial button on their product pageSet it with a product tag or a collection
2. Shopify purchase optionsThe products that can be ordered with Try Before You BuyRecustomer adds all products automatically. Usually no action is needed

1. Trial button display

Choose which products show the trial button on their Shopify product page, and which do not.

Note

  • If you write code directly in your storefront: this display control is available when you added the trial button with Adding it as an app block. If you used Adding it by writing code directly in your storefront, implement the display control in your code as well
  • Check that this matches the products covered by your return policy: exclude products you have set as "not returnable or exchangeable" in your return policy (outlet products and so on) from the trial button as well. If such a product is bought as a trial and the shopper then requests a return, the request cannot be approved because the product is "not eligible", and you have to handle the return outside Recustomer

  1. On the Shopify side, add a product tag or a product collection to the products you want to show (or hide) the trial button for

  2. In the Recustomer admin dashboard, go to Settings > Purchase options > Try Before You Buy > Trial button

  3. Click Trial button display logic

    The list of dynamic trial buttons. Click Trial button display logic, which has priority 1 (display type: button, status: published).

  4. Under Conditions, click Add AND condition, select Collection or Product tag, and enter the collection name or product tag name you set in step 1

    The edit screen for a dynamic trial button. An example where the conditions are inventory greater than or equal to 1 AND collection contains Trial. You can combine conditions with Add AND condition and Add OR condition. On the right, Trial button display lets you choose between showing the trial button alongside the regular purchase button, showing only the trial button, or hiding it.

  5. Copy the ID shown at the top of the dynamic trial button list screen

    The list of dynamic trial buttons. The ID is shown at the start of the notice area at the top, outlined in red.

  6. Enter the ID you copied into Display control script ID in the trial block settings in the theme editor

2. Shopify purchase options

Try Before You Buy is added to products as a Shopify purchase option. Your store has one Try Before You Buy purchase option, and all products use the same conditions (the trial policy).

  • When you start using Try Before You Buy, Recustomer adds all products in your store to the purchase option
  • Products you create after that are added automatically about every 12 hours
  • Products you remove from the purchase option are not added back automatically
  • If you reinstall the app and resume Try Before You Buy, products you had removed may be included again (see If you reinstall the app)

Check the purchase option

When you open a product's detail page in your Shopify admin, the Purchase options card shows the Try Before You Buy purchase option (recustomer_tbyb).

A Shopify product detail page. The Purchase options card shows the Try Before You Buy purchase option (recustomer_tbyb), with a pencil icon and an × icon on the right.

Click the pencil icon to open a Recustomer screen where you can check the New orders status and the Upfront payment of Try Before You Buy. Check and change the trial period and payment timing in the trial policy.

Remove a product from the purchase option

  1. In your Shopify admin, open the product's detail page
  2. In the Purchase options card, click the × of the Try Before You Buy purchase option

Products you remove can no longer be ordered with Try Before You Buy.

Add a product to the purchase option

Do this when you want a product you removed to be eligible for Try Before You Buy again.

  1. In your Shopify admin, open the product's detail page
  2. In the Purchase options card, click Add to existing purchase option and select the Try Before You Buy purchase option (recustomer_tbyb)

※Your store has only one Try Before You Buy purchase option, so you do not need to create a new one from the Purchase options card

© Recustomer, Inc.