Recharge

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Recharge Legacy vs Recharge Shopify Hosted

  • Recharge Legacy: For stores that use the Recharge's checkout on the store's customer facing side.

  • Recharge Shopify Hosted: Recharge's newest integration with Shopify, for stores that use the Shopify's checkout on the customer facing side.

Checking which Recharge platform you use

From your Shopify Admin, click on your Recharge app. From the left hand side navigation, click on Settings and then Store.

On the right hand side, you will see which Recharge platform you use.

MESA Triggers explained

Here is where you will find what specific Recharge action will trigger your MESA workflow.







Additional details about the Recharge API can be viewed here.

Connect Recharge Shopify Hosted with MESA

When you're setting up your first workflow with Recharge Shopify Hosted, you'll need to create a credential through MESA's Recharge App. Click on Connect with Recharge to complete the process.

Once redirected, scroll until you see a blue Install button and click on it. Then, you are all set! 🎉

If you see a "Not Found" message after you are redirected, it means that Recharge is not installed on the Shopify store that you currently have MESA installed on.

Configuration

Recharge Retrieve Customer & Shopify Retrieve Customer Actions

If you want to update a Shopify customer after a Recharge trigger occurs, you will need to add a Recharge Shopify Hosted Retrieve Customer step before your Shopify Retrieve Customer step. You will not be able to update the Shopify customer without knowing the Customer ID from the Recharge Shopify Hosted Retrieve Customer step.

In the Recharge Retrieve Customer step, you will want to locate the variable that contains the Recharge Customer ID.

In the Shopify Retrieve Customer step, you will want to locate the variable that contains the Shopify Customer ID. In most cases, you will find the variable under External Customer ID > Ecommerce

Recharge Create Onetime Product Action

If you want to add a onetime product (non-recurring products on a queued order) to a subscription order, you can utilize the Recharge Shopify Hosted Create Onetime Product action.

In the Step Configuration within the action in MESA, the following are required Keys:

  • Address ID: You will need to use MESA's Variables feature to locate the Address ID

  • Ecommerce: The variant id of the Shopify product. You can locate your product's variant id by following this document. To find the Shopify Variant ID on a product without variants, you can add /variants.json at the end of the product URL. Locate the numbers set to id.

  • Price: Price of the product

  • Next Charge Scheduled At: You will need to use MESA's Variables feature to locate the Next Charge Scheduled At

  • Quantity: Set to your preferred quantity number

Custom Actions

MESA offers two custom Recharge Shopify Hosted actions. They are mainly used in workflow templates that require counting a certain number of Recharge orders before doing the next action.

For example, two great use cases are the following.

  • Reward customers by adding a free product to their order if they have met the criteria for number of Recharge orders within a subscription.

  • Reward customers by adding a free product to their order for the number of Recharge orders overall.

Filter by Order Count of Subscription

The Filter by Order count of Subscription action can be found in one of our pre-made templates titled Add a free product to a customer's first Recharge order.

Here are the steps included in this workflow.

The Filter by Order count of Subscription action checks that the order's count in the duration of the customer's subscription is equal to or is included in the number(s) that you set for.

You can see that the following fields are filled in for this custom action.

  • Order ID: The Order Created > External Order ID > Ecommerce variable is used. This is the same as the Shopify Order ID.

  • Number Of Orders: Set to 1.

You can adjust the number (i.e. 2, 3, ...) in the Number Of Orders field depending on when you would like to reward your customers by adding a free product to their order.

Retrieve Order's Count of Subscription

The Retrieve Order's Count of Subscription action creates a variable for the order's count in the duration of the customer's subscription that you're referencing.

For example, when implemented, you can use the variable provided by this step (Count) to populate the amount of orders already processed in a customer's subscription for reporting purposes.

This action requires you to add an Order ID variable to complete the step and you can choose to add a Filter referencing the variable that it produces, or simply use the variable elsewhere in your workflow.

Orders Count

The Orders Count step can be found in one of our pre-made templates called Add a free product to a customer's fifth Recharge subscription order.

Here are the steps included in this workflow.

The Orders Count action receives a total number of orders placed by a customer's email address.

You can see that the Email field is filled in with the Order Created > Customer > Email variable which is the customer's email address.

You will need to use a Filter by MESA step right after this custom action. The Orders Count action will provide a Orders Count > Count variable which is the number of total orders placed by a customer's email address. Using a Filter by MESA action, you will be able to compare the number of total orders to whatever number you desire.

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