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Sell via Shopify with Zapier
Updated over a week ago

You can list your subscriptions or bundles on Shopify and when a purchase is made, Uscreen will give access to the content purchased via Zapier and even email login information to the customer so they can access your Uscreen Storefront.

Before you begin, note that this is a bit of a workaround and requires some ongoing legwork on your end to make it run smoothly.

Subscription Only Setup

First you'll need a subscription add-on for Shopify. Subscriptions aren't built into Shopify so a paid add-on is your best bet here. Check out their subscriptions section to trial out a few and see what's the best fit for you. Once you've picked your add-on, your product pages will be updated in Shopify to include subscription options.

You'll also want to add all content you want to sell as part of a subscription to a bundle. You won't be giving access to a subscription in Uscreen since Shopify will be handling the recurring charges.

General Setup

Next, it's best to title your products in Shopify the same as the in Uscreen. This will make referencing them in Zapier a lot easier.

Shopify is also a "Premium" Zapier integration, so you'll need to be on the Starter Plan($19.99/month) at minimum to set this up.

Now let's get this setup. You'll need to create a Zap for each subscription you're offering.

Create a Zap with the following:

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Trigger Event is New Paid Order.

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Under Customize Paid Order change the Payment Status to Paid. This will ensure only paid orders fire the Zap.

Next, add a Filter for the Line Items Name:

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For (Text) Contains type the title of your product in Shopify exactly. This ensures this Zap only fires when the subscription is purchased, and not your other Shopify products.

Lastly, add a Uscreen Action Event for Assign User Access.

Under Customize Customer you'll enter the following:

When you add Subscription/Bundle Zapier will show you the names of your subscriptions and just select the one you are granting access for.

Note: The Stripe Id field is only there for your use to reference a transaction. It does not create any sort of additional functionality.

Grab the Email from the Shopify order and create a password for them. We recommend using TempPassword+their first name variable. This will ensure that not every customer gets the exact same password.

A login email with a password will only be sent if the customer doesn't exist in Uscreen already.

Use the Name variables to ensure the user has First Name + Last Name in Uscreen (make sure there is a space between these two variables.

Setting the field “Charge Subscriptions Outside Of Uscreen” to True will let the Uscreen billing system know that you’ll be handling subscription billing through Shopify rather than Uscreen and will disable billing, subscription management, and invoicing through the Uscreen Dashboard. You will see the following message on accounts set up like this:

Your Zap should end up with the following three steps:

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Some Tips

Customize the purchase confirmation email or thank you for your purchase page for these products in Shopify to say something like "If you've purchased a subscription, access will come via a second email shortly."

For subscriptions, you'll need to setup a cancellation email to go to yourself via Shopify and once a subscription cancellation request is made in Shopify, simply view that customer's profile in Uscreen and remove access to the bundle. Otherwise, they're going to continue to have access in Uscreen.

The reason we use (Text) Contains and not (Text) Exactly Matches is in case a customer makes additional purchases in Shopify at the same time as the subscription purchase. Additional purchases will change the Line Items Name to include all purchases made in that checkout. (Text) Contains ensures that it will simply look to see the subscription was one of the purchases.

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