How to Install & Set Up Content Vault

Step 1: Complete the Setup Guide

Before creating your first subscription, follow the initial onboarding steps:

  1. Add App Block to Theme – This ensures Content Vault works seamlessly with your store’s theme and activates the subscription widget on your product pages.
    • Navigate to the Setup Guide in Content Vault.
    • Click Add App Block to Theme and follow the prompts.

2. Enable Customer Accounts & Subscription Management – This allows subscribers to access their profiles and manage their subscriptions directly from your store.

  • Go to the Setup Guide and click Enable Customer Accounts Extension. After enabling, follow these steps:
  • Add Subscription Management to your theme to allow customers to view and manage their active subscriptions.
  • Add the Order Action Button so customers can easily take actions on their subscription orders.
  • Add the Order Status & Thank You Page to ensure customers see confirmation details after subscribing.

Once both steps are completed, proceed to setting up your first subscription.

Step 2: Create a New Subscription

  1. Navigate to the Subscriptions page in the Content Vault dashboard.
  2. Click on Create New Subscription.
  3. Choose your subscription type: Vault Access or Drip Content.

Step 3: Choose Your Subscription Type

Content Vault allows you to create two types of subscriptions:

  • Vault Access – Subscribers gain immediate access to all available content.
  • Drip Content – Subscribers receive content gradually over time (e.g., weekly or monthly releases).

Click on Create Subscription and select either Vault Access or Drip Content to proceed.

Step 4: Configure Your Subscription & Email Settings

  1. Enter a Subscription Name and brief description.
  2. Set your pricing structure (e.g., monthly, annual, or one-time payment).
  3. Configure renewal options based on your preferred billing cycle.
  4. Click Save Subscription to apply your settings.

Step 5: Upload Your Digital Content

The upload process differs depending on the subscription type:

For Vault Access Subscriptions:

  1. In the sidebar navigate to Manage connected files in Content Vault.
  2. Click Upload File and select the digital products you want to include.
  3. Click Save to finalize your uploads.

For Drip Content Subscriptions:

  1. In the sidebar navigate to Drip configuration in Content Vault.
  2. The drip frequency (e.g., weekly, monthly) is set when creating the Drip Subscription, and each drip block will follow this schedule.
  3. Click Add Drip and assign digital files to the corresponding drip blocks (Drip 1, Drip 2, etc.), ensuring content is delivered according to the configured schedule.
  4. Review and confirm the schedule to ensure subscribers receive content at the intended intervals.
  5. Click Save to confirm your settings.

Step 6: Configure Auto-Rebilling & Automated Subscription Emails

  1. Go to the Settings page and check the Billing Re-Try Attempts to automatically retry billing attempts for failed payments.
  2. Configure automated email notifications for subscription confirmations, renewals, cancellations, and failed payments in the Settings page.

Next Steps

That’s it! Your subscription is now set up and ready to go live. Customers can start subscribing, and Content Vault will handle access, billing, and content delivery automatically.

Need help? Check out our Troubleshooting Guide or Contact Support.