Getting Started

What is RecurX and how does it work?

A tour of RecurX with screenshots — where each area lives in your Shopify admin (Home, Subscriptions, Growth, Retention, Campaigns, Signal Analytics, App settings) and what you do there.

4 min read701 words

RecurX adds subscriptions to your Shopify store. You create subscription plans for your products, customers pick them on the product page, and Shopify bills each renewal through its own subscription system. RecurX runs the rest: the widget on your storefront, the customer portal, failed-payment recovery, cancellation offers, growth tools, messages and reports.

RecurX never takes over your products, inventory, taxes or shipping. Plans are published to Shopify as selling plans on your existing products, and every renewal is a normal Shopify order. RecurX doesn't charge transaction fees on any plan.

Where RecurX lives in your admin

Open Apps → RecurX Subscriptions in your Shopify admin. The sidebar shows the RecurX sections under the app name: Subscriptions, Growth, Retention, Campaigns, Signal Analytics and App settings. Clicking the app name opens Home.

The Shopify admin sidebar with RecurX Subscriptions and its six sections highlighted
The Shopify admin sidebar with RecurX Subscriptions and its six sections highlighted

Tip: The first time you open RecurX, the Set up RecurX guide opens instead of Home. It walks you through your first plan, the storefront widget and your RecurX plan. See Welcome tour.

Home

Home is your daily overview:

  • Storefront setup — whether the RecurX widget and blocks are live on your store. Click Manage to see each one (see Onboarding checklist).
  • Four key numbers: Monthly recurring revenue, Active contracts, revenue for the selected period and Recovered revenue.
  • Revenue trend, Subscriber status, Recent activity and Upcoming revenue (the next scheduled orders).
  • Create plan and View analytics at the top of the page.
RecurX Home with the storefront setup line, key metrics and revenue trend
RecurX Home with the storefront setup line, key metrics and revenue trend

Subscriptions

Everything about the plans you sell and the people who subscribe:

The Subscriptions page with the Plans, Widget, Checkout selector, Subscribers and Migrate cards
The Subscriptions page with the Plans, Widget, Checkout selector, Subscribers and Migrate cards

Growth

Tools that turn one-time buyers into subscribers and raise order value. Growth performance at the top shows widget views, shopper interactions and new subscriptions. Below it, Growth tools are grouped into Convert (subscription upgrade in the cart, quiz, express checkout links), Grow order (volume and bundles, add to subscription, upsell rules, build-a-box) and Reward (milestone rewards, gifts and groups, member pricing, page gate). Each card shows whether the tool is active. See Growth tools overview.

The Growth page with Growth performance and the Growth tools cards
The Growth page with Growth performance and the Growth tools cards

Retention

Keeping subscribers once they've signed up: Payment recovery (Rescue Sequences) for failed renewals, Save offers and the Cancel flow builder (Revenue Shield), Commitment & early-cancel fee, Customer recovery (win-back), the Rewards program and the Customer portal. The top of the page shows churn, recovered revenue and your save rate. See Retention overview.

The Retention page with retention metrics and the retention tool cards
The Retention page with retention metrics and the retention tool cards

Campaigns

All messages RecurX sends: the Email, SMS and WhatsApp channels, Templates, Notifications (which event sends which message), Connections to your email and SMS providers, and delivery Analytics. See Campaigns hub.

The Campaigns page with the Email, SMS and WhatsApp channels and the Templates, Notifications, Connections and Analytics cards
The Campaigns page with the Email, SMS and WhatsApp channels and the Templates, Notifications, Connections and Analytics cards

Signal Analytics

Your subscription reports: MRR, revenue, upcoming renewals, churn and growth, with tabs for Calendar, Billing health, Retention, Churn analysis, Forecast, Segments, Attribution and Loyalty & referrals. Click Analyze under Signal intelligence to get a short list of suggested next steps from your live numbers. See Subscription analytics.

Signal Analytics with the Signal intelligence card, report tabs and revenue metrics
Signal Analytics with the Signal intelligence card, report tabs and revenue metrics

App settings

Store-wide RecurX settings, grouped as Store settings (General, Shipping profiles, Renewal safeguards), Customer experience (Self-service capabilities, Extensions, Translations), Connections and automation (Integrations, Tag rules, Workflows, API keys) and Account (Billing & plan, Setup guide, Data export).

App settings with the Store settings, Customer experience and Connections and automation groups
App settings with the Store settings, Customer experience and Connections and automation groups

RecurX plans

RecurX has two plans, both with a 14-day free trial for stores that haven't used one: Basic ($29/month) and Pro ($49/month). Pro adds email campaigns and custom email templates (Whisper Campaigns), integrations such as Klaviyo, Mailchimp and Omnisend (Forge Integrations) and portal magic links for subscribers (Ghost Mode). See RecurX billing & plan management.

Where to start

If you want to… Read
Sell your first subscription Quick start: launch your first subscription
Follow the guided setup Welcome tour
Create a plan Create a subscription plan
Recover failed payments Payment recovery
Reduce cancellations Cancel flow A/B testing

Related articles

Need help?

Ask in chat — our assistant answers straight away from these guides, and a person from the team takes over whenever you ask. Or email [email protected].

Email support