Set up Recurrify
Connect the required building blocks and open a first test checkout.
Updated August 10, 2026On this page
- An activated Recurrify merchant plan
- DNS access only when using a custom Funnel hostname
- Shopify app access only for a Shopify Source Page
The shortest setup path is service billing → Source Page → Checkout → payment routing → Funnel. Pages and Checkouts have explicit drafts and published revisions. Funnels are saved configurations: they use the latest published revision of every referenced Page and Checkout.
Setup sequence
Activate the workspace
An invited owner chooses a Recurrify plan, supplies the legal billing address and optional tax ID, and saves a card through Stripe's embedded secure field. The first paid invoice activates the workspace and provisions Dry Run.
Create the Source Page
Open Pages and create a hosted or Shopify Source Page. Add hosted products or verify the protected Shopify connection, set the identity customers should see, then save and publish the Page.
Configure delivery
If any product is physical, add non-overlapping zones and customer delivery options to the Source Page's single Delivery Setup. Digital-only sources can skip this step.
Create and publish a Checkout
Open Checkouts, choose a managed template, and customize the payment layout and policies. Save the draft, preview it, then publish it. A Checkout is reusable across Funnel sources; the Funnel supplies the active source, branding defaults, delivery setup, and payment router.
Configure payment routing
Create MIDs and pools, create a router, then save, simulate, and publish its routing policy. Policy publishing is separate from Page and Checkout publishing.
Save the Funnel
Open Funnels, choose the Source Page, select a generated Recurrify domain or enter a custom hostname, and select the router. Add the published Checkout and Pages, connect every Checkout success path to a terminal Thank-you Page, and save. There is no Funnel Publish action: a ready saved Funnel becomes live and refreshes when a referenced Page or Checkout is published.
Test the customer journey
Use Dry Run to test customer information, server-quoted delivery, payment outcomes, offers, and confirmation. New sessions use the latest published Page and Checkout revisions; a session already in progress keeps the runtime revision on which it started.
Readiness checklist
| Dependency | Ready state |
|---|---|
| Recurrify billing | Active plan and saved billing card |
| Source Page | Hosted catalog ready or Shopify connection verified |
| Delivery Setup | Every physical destination has eligible options |
| Pages | Saved and explicitly published |
| Checkout | Saved and explicitly published |
| Payment routing | Ready router with a published policy |
| Funnel hostname | Managed routing and HTTPS ready, or custom ownership, CNAME, HTTPS, and checkout origin ready |
| Funnel graph | Saved paths, reachable outcomes, and a terminal Thank-you Page after Checkout |