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A package is the template a customer subscribes to — your subscription plan. Create and edit packages to define what customers can subscribe to. To view your packages:
  1. Log in to your Marzipan account
  2. Click on Subscriptions in the main navigation menu
  3. Select Packages
Subscription package detail screen

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Creating and editing a package

1

Set the basics

When you create or edit a package you can set:
  • Name — the package name shown to customers
  • Slug — the URL-friendly identifier
  • Type — fixed, variable or picknmix
  • Summary and Description — short and long copy for the storefront
  • SKU — the package’s stock-keeping unit
  • Minimum items — for pick & mix packages, the fewest items a customer must choose
  • Collections — the collections the package belongs to
  • Availability — when the package can be subscribed to
  • Status — whether the package is active
2

Set the pricing

For multi-market stores, per-market pricing tabs let you set prices for each market.
3

Choose the billing frequency

Choose the billing frequencies you want to allow, each expressed as every N months.If you offer more than one frequency, set a default. Customers pick their frequency on the storefront, shown as boxes or a dropdown, with your default pre-selected. See Product. The default is also what’s used anywhere the choice isn’t offered.
The frequency a customer chooses is recorded on their cart, so the subscription is created on the terms they were shown rather than on whatever the package defaults to by the time the order lands.
4

Configure the renewal options

Renewal options control how and when subscriptions renew. See Renewal options below.
5

Save the package

Review the package and save it. Set the Status to active when you are ready for customers to subscribe.

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Shipment dating

Variable packages choose how their shipments are dated:
  • Scheduled dates — each shipment carries a processing and shipping date. Every subscriber on the plan renews against the shipment dated for that day.
  • Availability window — each shipment carries an available-from date and an optional available-to date. Subscribers renew on their own anniversary and receive whichever window covers that date.
Use an availability window when what you send is “whatever is in the box right now” rather than a dated release. Leave the available-to date empty and the window stays current until a later one supersedes it, so you simply open a new window when the contents change.
Windows for the same product may not overlap, and an open-ended window blocks any later one. Marzipan rejects an overlapping window when you enter it rather than picking between them at renewal.
Windowed packages drop the parts of the scheduled flow that have no meaning without a processing date: the first-order cut-off window and the initial shipment. A new subscriber simply gets whichever window is current, the same box a renewal would get.
Editing a window never moves anyone’s billing date, so you can correct or extend one without disturbing your subscribers.

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Renewal options

Renewal options control how and when subscriptions renew:
  • First-order cut-off window — how long a customer has before their first renewal is due
  • Auto-renew — renew subscriptions automatically
  • Requires shipping — whether renewals need a shipping address
  • Grace period — extra time allowed after a renewal is due
  • Free-renewal rule — a builder for rules that grant a free renewal
  • Renewal reminder emails — reminders sent 30, 21, 14, 7, 3 and 1 days before renewal
If a renewal payment fails, Marzipan retries it before cancelling the subscription. See Failed renewals.

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Package metrics and tabs

The package detail screen shows key metrics:
  • Active, paused and cancelled counts
  • Total revenue
  • Average lifetime value (LTV)
  • Monthly recurring revenue (MRR)
Depending on the package type, extra tabs are available:
  • Variable packages have a Shipments tab for scheduling changing shipments, and choose how those shipments are dated. See Shipment dating below and Shipments.
  • Pick & Mix packages have an Available items tab, where you set the default, minimum and maximum quantities per item.

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Available items

For pick & mix packages, the Available items tab is where you choose which items customers can pick from. For each item you set:
  • The default quantity
  • The minimum quantity
  • The maximum quantity