Creating a Curated Subscription Plan

A Curated Subscription is a monthly “mystery box” style plan — customers pay a fixed price per delivery, and you (the merchant) choose which products go into the box each month from your dashboard. This is different from Regular and Gift plans, which are tied to a single existing product.

Getting started

From your Subsy dashboard, go to Curated Subscriptions, then click + Create Plan.

Note

Creating a plan automatically creates a Shopify product with a subscription selling plan attached. Customers subscribe from that product’s page. Each month, you curate the box contents from this dashboard — the product itself never changes, only what’s inside the box.

Step 1 — Plan Name & Pricing

• Plan Name — shown to customers (e.g. “Monthly Coffee Box”).
• Subscription Price — what the customer pays per delivery.
• Box Retail Value — the total retail value of the items you plan to put in the box. This is shown to customers as a “compare at” value (e.g. “Retail $65 — Save 11%”).

Calculate Retail Value from Products

Instead of typing the retail value by hand, you can search and add real products from your store — the retail value updates automatically as you add them.

Note

The products you add here are also saved as the default box contents for this plan’s first month. You’ll be able to review and change them (add, remove, or swap products) later when you actually curate that month’s box — nothing here is final.

Step 2 — Delivery Frequency

Choose how often the box is delivered: Weekly, Every 2 Weeks, Monthly, or Custom (set your own number of days).

Step 3 — Description

Describe what subscribers will receive each delivery. This is shown on the product page.

Step 4 — Trial Period (Optional)

Enable this if you want to offer new subscribers a special price on their first delivery only.

• Free Trial — first delivery is $0.
• Discounted Trial — first delivery is discounted by a percentage you set.

The trial always lasts exactly one delivery cycle — its length automatically matches the frequency you chose in Step 2. For example, with a monthly frequency, the first 30 days are at the trial price, then regular billing starts every 30 days after that.

Step 5 — Box Image (Optional)

Upload an image for this box. It’s added to your Shopify Files and used as the product image.

Click Create Plan to finish.

Curating a monthly box

Once a plan is created, it appears as a card with its price, savings badge, subscriber count, and a Manage Boxes button.

Click Manage Boxes to open the box curation screen for that plan.

Curate This Month’s Box

• Month / Year — choose which delivery cycle you’re curating. This defaults to the current month, but you can select any past or future month.
• Box Title (optional) — e.g. “June Summer Selection.”
• Note for customers (optional) — a short message shown to subscribers about that month’s box (e.g. “This month features Ethiopian single origin…”).
• Selected Products — the products currently in this box. If this is the plan’s first month, this starts pre-filled with whatever products you added during plan creation (Step 1) — you can freely add, remove, or replace any of them here.
• Your Products (right panel) — search and add any real product from your store. Curated, bundle, and gift products are automatically excluded from this list, since only real storefront products belong in a box.

Save Draft vs. Finalize Box

• Save Draft — saves your progress without locking it in. You can keep editing later.
• Finalize Box — locks in the box contents for that month and marks it ready.

Note

Finalizing a box triggers real orders. Once you finalize, orders will automatically be created for every active subscriber on this plan when their next delivery date arrives. Double-check the product list and note before finalizing — you can still edit an unfinalized (draft) box as many times as you like, but a finalized box is locked in for that delivery cycle.

Previous Boxes

Below the curation panel, you’ll see a history of previous months’ boxes, each showing whether it was finalized and its total box value.

Managing an existing curated plan

From the plan card, you can:

• Manage Boxes — open the monthly curation screen described above.
• Edit (pencil icon) — change the plan’s name, price, retail value, frequency, description, or trial settings.
• Delete (trash icon) — permanently remove the plan (only do this if no customers are subscribed to it).

Where to go next

• Creating a Regular Subscription Plan
• Creating a Gift Subscription Plan