Setting Up an Initial Order Incentive (IOI) or Recurring Order Incentive (ROI)

Many merchants want to incentivize customers to sign up for a new subscription. One common way to do that is to offer a discount on the first purchase to create the subscription. We call this the Initial Order Incentive, or IOI for short.

With this feature, you can offer customers a percentage discount or dollar amount off the purchase of a subscription through your website.

Note: Initial Order Incentives can only be managed from Ordergroove by Shopify merchants using Shopify Payments. If you are not using Shopify Payments, use our example Shopify Script to customize your IOI.


How to set an IOI & ROI 

When you log into Ordergroove, click on Subscriptions > Promotions from the navigation bar.  Click Create and Automatic Discount.

Follow the form flow where you can set an Initial Order Incentive (IOI) and Recurring Order Incentive (ROI). Optionally, set different recurring incentive amounts to apply discounts conditionally, based on order thresholds.


Now when customers add a subscription item to their cart, they’ll see a message similar to the one below along with a discounted price (the Cube was originally priced at $10):

cart.png

This discount will stack with any other promotions or discounts you might be running on your store, including any that might be added via a Shopify script.


Further Customization

If you'd like to customize your IOI beyond setting a percent amount off or a dollar amount off, we recommend using a Shopify Script (only available to merchants on Shopify Plus). You can see our example script here and use that as a starting point to customize your customer experience further.

If you do decide to use a Shopify Script, make sure to set the IOI in Ordergroove to 0% off. Otherwise, the customer will get both discounts (the discounts will stack on each other).