How to Install & Set Up Content Vault

Setting up Content Vault only takes a few minutes. Once installed, you can create subscriptions, upload files, and let Content Vault handle billing and delivery automatically.

Step 1: Add App Block to Theme

  • This ensures the subscription widget displays on your product pages.
  • From the Setup Guide in Content Vault, click Add App Block to Theme and follow the prompts.

Step 2: Enable Customer Accounts & Subscription Management

Allow customers to log in and manage their subscriptions directly in your store. From the Setup Guide, click Enable Customer Accounts Extension. Then:

  • Add Subscription Management to your theme so customers can view subscriptions.
  • Add the Order Action Button so customers can take actions on their subscription orders.
  • Add the Order Status & Thank You Page so customers see confirmation details.

Step 3: Open the Subscriptions Area

  • In Shopify Admin, go to Apps → Content Vault → Subscriptions.
  • Click Create New Subscription.

Step 4: Choose Your Subscription Type

Content Vault supports three types of subscriptions:

Step 5: Configure Subscription Details

Fill out the core details:

  • Plan name – Displayed to customers.
  • Subscription product – The Shopify product customers purchase to start their subscription.
  • Billing frequency – e.g., every 1 month.
  • File delivery settings – Control how files are delivered or how many downloads are allowed (for Content Pass).
  • Activate plan – Once ready, set the plan to Active and save.

Step 6: Upload & Link Your Content

How you connect content depends on subscription type:

  • Library Access – Upload files and link them to products.
  • Content Drip – Add drip blocks and assign files per block.
  • Content Pass – Link products to the subscription, then connect files to each product.

🔗 For detailed steps, see the full guides for Library Access, Content Drip, and Content Pass.

Step 7: Configure Auto-Rebilling & Failed Payments

  • Go to Settings → Failed Payments.
  • Set retry attempts, retry interval, and the action after failed retries (Cancel, Pause, or Skip).
  • Save your settings.

🔗 For full details, see our guide: Handling Failed Payments & Cancellations

Step 8: (Optional) Configure Automated Emails

Content Vault can automatically send branded emails to your subscribers for key events like:

  • New subscription confirmations
  • Upcoming renewals
  • Failed payment notices
  • Cancellations

Customizing these ensures your emails match your brand and provide the right messaging to customers at every stage of their subscription.

🔗 For detailed instructions, see: How to Customize Subscription Emails

You’re Ready to Go Live 🎉

That’s it! Your subscriptions are set up. Customers can subscribe, and Content Vault will automatically manage billing, file delivery, and access.