4/6 Meeting · Operations

Manual Subscription Creation SOP

Would like to solidify this today if possible!

Test subscription here:

https://tally-health-us.myshopify.com/admin/apps/seal-subscriptions/shopify/admin/bridge/subscriptions

⁠

@Nick Nathan

⁠

test to do:

(1) Verify that manually created subs create orders as expected on schedule

(2) Verify if we manually “charge now” do we need to skip that scheduled payment OR does it bill twice

(3) If we send someone an invoice for an order for just a membership - does that associate payment information with the customer. And once that happens, do we need to make a manual subscription for them.

Celebrity subscriptions

Celebs will receive gift box with test kit, supplements, swag

Goal: enable them to create accounts, get free membership, and not receive duplicate testkit, supplements in month 1

Timing: instructions go to celebrities on Monday

Option 1: Create subscriptions in Shopify

Option 2: Create subscription SKU without testkit & vitality

Option 2: Manually monitor coupon code report daily, cancel fulfillment when orders come through

Kyle to send instructions

Vitality Shipments Delay

Make first renewal’s refill date 25 days after order.

Shopify Address Validator is blocking Shopify checkout upgrade

Decide whether to continue forward with Address Validator app

⁠

https://trello.com/c/f406EF20/185-subscription-products-order-without-corresponding-subscription

⁠

Not moving forward with Address Validator due to incompatibility with Shopify checkout and design limitations

Aligned on this not currently being a priority, can revisit in the future if increase in scale justifies prioritization

APO addresses

We are unable to ship here, need to create a hard stop.

Armed forces have been removed from Shopify shipping zones. Shopify plus support has confirmed that this prevents APO addresses from being entered.

Next step: retest checkout with APO address from prior customer(s), member success to provide

Katie to test check-out with APO address, update Help Center to reflect this, Create a Macro for these types of inquiries.

Store credits - is this a capability in our Shopify store?

Send gift card code to

Katie@tallyhealth.com

⁠

via email - confirm whether this worked

mrw8vvjvpqjbt3ty

⁠

https://www.shopify.com/retail/store-credit-for-customer-retention#3

⁠

Confirm use cases that we’d like to support:

Memberships purchased as gifts

Credit for next order due to poor experience

Kyle to discuss feasibility/need for QA with Nick

International communication signup workflow

⁠

Slack thread

⁠

Decide on single list with country dimension vs multiple lists

⁠

International Shipping Email List

⁠

Campaigns in Gorgias

When and where on site should we introduce Campaigns?

Katie to speak with Kate & Mikhial to come up with suggestions

Merging in Klaviyo

Me and my team are unable to merge, any troubleshooting tips? Do we have a contact there?

Is this resolved for all team members? Klaviyo team has

support and live chat

⁠