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Release Notes

What did we Ship recently?

You can now easily create direct-to-checkout links for both subscriptions and one-time products — perfect for landing pages, ads, and email campaigns.

With the Checkout Link Builder, you can:

  • Add single or multiple products

  • Support one-time purchases and subscriptions

  • Pre-apply discount codes

  • Set product quantities

No more manually making checkout links and adding selling plan IDs — just quick, customizable checkout links to drive conversions faster.

We’ve introduced User Permissions, giving you full control over who can access what in your Skio Dashboard. No more blanket permissions—now you can customize roles and fine-tune access with ease.

Key Features:

  • Role-Based Access: Assign users as Admin or Member, with configurable permissions for Members.

  • Granular Access Control: Grant or restrict access to specific features like Analytics, Bulk Operations, API, and more.

  • Permission Overrides: Need a specific user to have different permissions? Easily override default settings.

  • User Invitations & Pre-Set Permissions: Set permissions before a new team member logs in.

  • Approval for New Users: Admins or Store Owners must approve new users before they gain access.

  • Bulk Edits: Update multiple user roles at once for seamless management.

Things to Know:

  • New users default to the Member role (configurable by merchants) and require approval.

  • Existing users (before March 5, 2025) are automatically assigned as Admins but can be adjusted.

  • The Shopify Store Owner is automatically assigned as the Skio Store Owner.

Take control of your team’s access today! Head to the Users section in the Account dropdown of your Skio Dashboard to get started. 🔥

Building on our previous shipping-related improvements, we’ve introduced an update that enforces stricter controls on how shipping addresses can be modified. Specifically:

  • Customer Address Updates: Customers can no longer override shipping information that conflicts with the current order settings in Shopify. This ensures that changes made directly by the customer remain consistent with Shopify's restrictions and shipping rules.

  • Administrator Address Updates: Similarly, admin-level address updates are now subject to Shopify's constraints. This prevents inadvertent errors or misalignments when modifying addresses post-purchase.

By aligning address updates with Shopify’s shipping policies, we aim to reduce fulfillment errors, increase shipping accuracy, and provide a more seamless post-purchase experience for both merchants and their customers.

We’ve overhauled the shipping profile system for subscription products, enabling merchants to create multiple shipping profiles and assign them to specific selling plan groups. This update automates the process of updating shipping profiles when products are added to these groups, offering improved customization and reducing manual work.

Key Features:

  • Multiple Shipping Profiles: Merchants can now create multiple shipping profiles specifically for subscriptions and assign them to one or more selling plan groups, providing greater control and flexibility.

  • Flexible Assignment: Selling plan groups can be assigned to shipping profiles either from the shipping settings page or directly within the selling plan group creation flow.

  • Automatic Updates: Shipping profiles are automatically updated when products are added to a selling plan group, eliminating the need for manual adjustments.

We’ve added the ability to reorder and move action buttons in the customer portal, giving you more flexibility to organize actions based on your preferences.

  • Customizable Button Order: Rearrange actions like Get Now or Skip to suit your business needs.

  • Layout Options: Move less frequently used actions into the “More” dropdown or display all actions at once.

  • Tailored Customer Experience: Highlight the actions that matter most to your customers while keeping the interface organized.

This update allows you to adjust the portal layout to better reflect your priorities and make key actions easier for customers to find.

We’ve introduced a new page that makes it easier for merchants to access Skio-recommended settings and features all in one place.

Key Benefits:

  • Centralized Recommendations: View all suggested features and optimizations in a single, convenient location.

  • Improved Feature Adoption: Discover and enable features that fit your business, like:

    • In-portal Payment Management – Let customers update payment methods directly in the portal without needing Shopify email links.

    • Full-height Product Slideout – Improve product visibility with a sleek design that aligns with your store's theme.

  • Simplified Navigation: Clear descriptions explain the purpose and benefits of each feature, making it easier to make informed decisions.

  • Streamlined Onboarding: Perfect for new merchants, offering a quick-start guide of recommended best practices.

  • Real-time Updates: Stay up-to-date with new features and recommendations as they’re released.

This update helps merchants make the most of Skio’s tools, boosting both efficiency and customer experience.

Introducing the "Upgrade & Save Checkout Extension," (Shopify Plus only) a new feature designed to enhance Shopify’s checkout experience. This extension allows customers to easily upgrade their one-time purchases to subscriptions or modify existing subscriptions, helping them save money and improving their overall experience.

Key Features:

  • Upgrade to Subscription & Save: A visible button encourages customers to convert eligible one-time purchases into subscriptions, offering them savings during checkout.

  • Modify Subscription in Checkout: Customers can now change their subscription plans directly within the checkout process, simplifying subscription management.

  • Gift Handling: Items identified as gifts (priced at $0) are automatically excluded from upgrades and modifications, ensuring that gifts with purchase are handled correctly.

  • Build-A-Box Support: Special handling for Build-A-Box (BAB) items ensures that all box items are upgraded when converting to a subscription, with clear notifications to the customer.

Benefits:

  • Increase Subscription Adoption: Encourage more customers to subscribe and save, boosting recurring revenue.

  • Enhanced Customer Experience: Offer a more seamless and flexible checkout experience by allowing in-checkout subscription modifications.

  • Accurate Gift Management: Prevent unintended modifications to gift items, ensuring a smooth checkout process.

We’re excited to introduce Temporary Pause, which gives merchants the ability to offer their customers flexible pause options for their subscriptions. Customers can now choose to pause their subscriptions either indefinitely or for a specific period, improving control and satisfaction.

Key Features:

  • Flexible Pause Options: Merchants can now offer both indefinite and temporary pauses, with configurable durations based on intervals or specific timeframes (days, weeks, months).

  • Event Triggers: Automatically trigger events when a subscription is paused and when it’s about to resume, keeping customers informed and ensuring smooth reactivation.

  • Clear Communication: Customers receive clear status updates in the customer portal, including when their subscription will unpause and the next billing date.

We’re excited to announce the release of Quick Actions v3, packed with major improvements to enhance your subscription experience. Here’s what you can expect:

What’s New in Quick Actions v3:

  • Better Action Stacking: Customers can now take multiple actions from a single Quick Action link, streamlining workflows and improving efficiency.

  • Completely Redesigned Dashboard and Customer UI: Both the merchant dashboard and customer-facing interface have been revamped for a cleaner, more intuitive experience. Customers will clearly see which subscription their actions impact, improving usability and reducing confusion.

  • Custom Titles for Quick Actions: Create custom titles like “Upgrade & Save 10%” to align with your campaign goals and better communicate with customers.

  • Expiration Times for Quick Actions: Set expiration dates for any Quick Action to create time-sensitive offers.

  • Authentication Settings Overhaul: Merchants now have full control over which actions require customer authentication, allowing you to manage security more effectively while improving the user experience for less sensitive tasks.

But wait, there’s more! 💥



Thanks to the incredible work of our team, you can now Save Quick Actions!
Here’s what you can do now: 


  • Save Quick Action Links: Save your Quick Action links for easy reuse.

  • Disable Quick Action Links: Disable any links that are no longer needed.

  • Name and Describe Your Quick Action Links: Add custom titles and descriptions to track each Quick Action effectively. 



Important Note: Quick Action v3 links are structured differently from v2 links. Don’t worry—v2 links will continue to work as before, and no immediate action is required from merchants. However, we recommend transitioning to v3 over time to take advantage of the new features!

You can now display out-of-stock badges on items in a customer’s subscription, keeping them informed when products are unavailable. This allows customers to update their orders ahead of their next scheduled delivery.

Key Features:

  • Enable or Disable: Control whether to display out-of-stock badges.

  • Customizable Timing: Set how many days before the next order the badge appears, ensuring customers don’t make a swap too early.

Note: This feature is only available with the "Only Order Items in Stock" inventory policy.

Feature

We are excited to announce the launch of Journeys, a comprehensive automation tool designed to enhance your subscription management capabilities. Journeys replace our previous Automations feature, offering a more robust and flexible platform to manage and automate subscription workflows throughout the entire lifecycle.

Features

  • Drag-and-Drop Interface: Easily create and modify workflows with an intuitive drag-and-drop builder that simplifies the setup process.

  • Expanded Action Set: Take advantage of a wider range of actions such as adding products, applying discounts, adjusting billing dates, and more to cater to your subscription needs.

  • Dynamic Triggers and Conditions: Set up specific triggers such as after an order is placed or when a product is added, and define conditions to fine-tune when your Journeys activate.

  • Enhanced Splits: Utilize splits to create branching paths within your Journeys, allowing for complex workflows based on customer behavior or subscription changes.

  • Integrated Notifications: Send transactional SMS and email notifications directly through Journeys to keep your subscribers informed and engaged.

  • Comprehensive Analytics: Monitor the performance of your Journeys with detailed analytics, including pass, fail, and skip rates for each node.

Enhancements

  • Automated Migration Tool: Seamlessly transition from Automations to Journeys with an automated migration tool that converts existing automations into Journeys while preserving their active status.

  • Improved Usability and Design: The new interface not only looks better but also provides a more user-friendly experience, making it easier to navigate and manage your workflows.

  • Increased Customization: Tailor your Journeys to fit the unique needs of your business with customizable actions and conditions.

We're excited to introduce our new Customer Page! Merchants can now easily search for customers directly within the platform and access a comprehensive customer details view. This view provides insight into:

  • Active Subscriptions: See all currently active subscriptions for a customer.

  • Inactive Subscriptions: Quickly review a customers previously cancelled subscriptions.

  • Order History: Review one-time and subscription orders at a glance.

  • Customer-Level Audit Log Events: See a list of audit logs related to customer actions like logins, payment method updates, and more.

In addition to these insights, the Customer Page allows merchants to take immediate actions on a customer’s subscriptions, such as modifying or pausing subscriptions, directly from within the page. This integration significantly streamlines the management process and reduces the need to navigate multiple sections of the platform.

We are excited to introduce the Multi-Step Cancel Flow, a new feature designed to enhance customer retention by providing personalized alternatives to cancellation. This feature allows you to create a customized cancellation process that guides customers through various retention strategies making it an easy choice to stay!

Key Features

Customizable Cancellation Workflow

  • Drag-and-Drop Interface: Easily design and manage your cancellation workflows with a new intuitive interface, allowing for complex flow creation without any coding requirement.

  • Sequential Treatments: Present multiple retention offers sequentially, increasing the likelihood of retaining customers by addressing their specific concerns and preferences.

Enhanced Customer Interaction

  • Personalized Retention Offers: Customize treatments based on the reasons and sub-reasons your customers provide for canceling, tailoring the experience to their needs.

  • Dynamic Actions: Include actions like skipping orders, changing shipping frequency, swapping products, offering discounts, temporarily pausing subscriptions and more.

Advanced Configuration

  • Customizable Reasons and Sub-Reasons: Define specific reasons for cancellation and associate them with tailored treatments to provide relevant options to your customers.

  • Conditional Logic: Implement conditions that trigger different actions based on customer attributes or subscription details, ensuring a personalized approach.

  • Enhanced "Other" Reason Support: The "Other" reason option now works like a standard customizable reason, supporting sub-reasons, conditions, and treatments along the flow. You can even use "Other" as a sub-reason!

Enhancements

  • Improved User Interface: The cancellation flow setup is now more streamlined and easier to navigate.

  • Increased Flexibility: More options for configuring how treatments are presented and connected, offering greater control over the customer journey.

We’ve added a new feature that lets you hide specific product variants from customers in the customer portal. This gives you more control over what customers see, making it easier to manage product availability and enhance their experience.

Key Features:

  • Hide Variants: Easily hide specific variants from the customer portal, perfect for managing out-of-stock items or exclusive products.

  • Simple Toggle: Quickly toggle visibility for each variant directly in your product settings.

  • Improved Experience: Ensure customers only see available and relevant options, reducing confusion and improving satisfaction.

We’ve updated the sidebar! This update introduces a fresh look and an enhanced layout designed to improve your experience. You’ll also notice the new feature allowing you to collapse the sidebar, which will create more space for some exciting new features that we will be unveiling soon.

Additionally, we've made some adjustments to improve navigation:

  • Analytics and Subscription Management are now their own separate links, making them easier to access.

  • Exports can now be found in the Tools dropdown menu.

Stay tuned for more updates!

We are excited to announce a new feature within the Customer Portal Settings that allows merchants to offer customizable skip options to their customers. This enhancement provides flexibility in managing subscription schedules, enabling merchants to better cater to their customers' needs.

Feature Highlights:

  • Relative Skip Options: Merchants can now set skip intervals based on the subscription's billing interval. These are configured as multipliers, such as 0.5x, 1x, or 2x, allowing customers to skip a portion or multiple intervals of their subscription.

  • Absolute Skip Options: Alternatively, merchants can define skip periods in absolute terms, such as a specific number of days, weeks, or months, independent of the subscription interval.

  • User-Friendly Interface: The skip options are easy to configure, with a maximum of three custom skip options allowed. This flexibility ensures that merchants can tailor the skip choices to fit their specific subscription models and customer preferences.

Feature

We are thrilled to introduce the latest updates to SkioSMS! Here’s what you can look forward to:

  • Unified SkioSMS Branding: The name SkioSMS now covers all SMS messaging services, including both one-way notifications and two-way messaging, streamlining our communication offerings under one page.

  • New Features and Enhancements:

    • SMS Analytics: Dive deep into your SMS performance with comprehensive analytics, providing valuable insights to optimize your messaging strategy. The dashboard now includes detailed action usage distribution, daily action counts, and notification history.

    • Notification History & Customer Response Lookup: Effortlessly track all sent notifications and customer responses, allowing you to monitor and analyze interactions.

    • Simulator: Test the SMS flow without sending real texts. This simulator helps you understand the customer experience and ensure everything works as expected. The simulator interface allows you to enter customer phone numbers and messages to simulate real interactions.

  • 💬 Improved SMS Subscription Management:

    • Add One-Time Product: Customers can now easily add one-time products to their subscription through SMS, enhancing the flexibility and convenience of their purchasing experience.

    • Add Subscription Product: Customers can now also add subscription products to their subscription through SMS.

    • Disable Specific Actions: Customize the actions that can be performed through SMS Subscription Management, giving you greater control over customer interactions.

  • {/} New Templating System: Our advanced templating system now allows merchants to customize messages to their liking. Access new variables and additional information to create personalized SMS flows. This includes numerous copy options for different scenarios, such as handoffs to customer support systems like Gorgias. The interface allows for easy editing and previewing of notification templates.

  • 🪄 Magic Links: Enhance customer convenience with Magic Links that automatically log customers into the portal from SkioSMS. This feature simplifies the process for customers to manage their subscriptions and account details. The cancel actions now redirect customers to the portal via Magic Link, ensuring proper data capture and providing a clear and structured cancellation process.

We are excited to announce a new feature that allows you to control how far in advance customers can edit their next billing date! By default, customers can choose any future date. With this new setting, you can specify the number of days into the future that customers are permitted to make changes to their subscription.

We are excited to announce a new capability in the Skio admin. You can now reorder selling plans directly within the Skio admin interface. Changes made will automatically update the order in Shopify as well.

  • Easy Reordering: Drag and drop to reorder selling plans to fit your preferred sequence.

  • Seamless Sync: Any changes made to the selling plan order in Skio will be instantly reflected in Shopify, ensuring consistency across platforms.

This feature simplifies the management of your selling plans, giving you more control and flexibility.

Some quality of life improvements for you all!

Bugs and improvements

  • Improvement
    Better audit log tracking, all audit logs will now show the specific dashboard user that took the action
  • Improvement
    You can now search for subscriptions by phone number in the card and table view 
  • Improvement
    Added smarter logic to remember what subscriptions / customer you were searching for in "manage subscriptions"
  • Improvement
    Ability to mute notifications when cancelling a subscription in admin dashboard

We are excited to announce an enhancement to our upsell system in Skio. You can now mark individual product variants as upsell eligible, giving you greater control over the products you offer in the upsell carousel. This feature allows you to:

  • Customize Upsell Offers: Select specific variants of a product to be eligible for upsell, tailoring your upsell strategies to better meet customer preferences and increase conversion rates.

  • Improve Customer Experience: Hide variants that are not suitable for upsell, ensuring that customers see the most relevant and appealing options in the upsell carousel.

  • Streamline Management: Easily manage upsell eligibility at the variant level directly from your product settings.

To use this feature, simply navigate to the product details page and mark the desired variants as upsell eligible.

We are pleased to introduce a new feature to our Bulk Operation history tab. You can now quickly and easily reference all actions and conditions of your previous bulk operations.

  • Detailed History: Access a comprehensive log of all your past bulk operations, making it easier to track and review your actions.

  • Clone Operations: Need to run a bulk action again? Simply clone the existing bulk operation, make any necessary adjustments, and execute it with ease.

This enhancement simplifies the management of bulk actions, saving you time and ensuring accuracy.

We are pleased to introduce a new feature in Skio: Multi-Language Support for your customer portal. This enhancement allows you to customize your portal with translations, making it easier to serve a global audience.

Key Features:

Seamless Experience:

  • Language settings now automatically adapt based on customers’ Shopify preferences and browser locale.

  • All portal copy, including the cancel flow, build-a-box, and smart upsell, is covered by these translations.

Expand to New Markets:

  • Over 30+ supported languages with prewritten translations are now available, enabling instant market expansion.

Customizable Copy:

  • You can edit prewritten translations to align with your brand voice.

  • Custom translations can be created for any locale or language.

This update aims to provide a more inclusive and localized experience for your customers. The new multi-language support is available now, and we encourage you to start using it to enhance your global reach.

We’ve added the ability for customers to delete a payment method from the customer portal if you are using the “Use in-portal payment management” feature. This is another incremental improvement to improving the payment management experience for subscriptions across the space!

We are excited to announce an enhancement to our Sendlane integration. Skio now automatically updates customer profile properties with detailed subscription information whenever events occur.

Examples of the new properties include:

  • The number of active, cancelled, failed, paused, and prepaid subscriptions.

  • Detailed information about each type of subscription.

  • Subscription statuses (active, cancelled, failed, paused, prepaid).

  • Next billing date and subscription IDs for various events.

  • Product titles, SKUs, and variant titles included in active subscriptions.

  • A Skio-specific ID to identify the subscriber and a token for quick actions.

These enhanced properties provide deeper insights into your customers, allowing for improved engagement and more effective marketing campaigns through Sendlane.