Availability

Control exactly who sees which plans in your app by managing availability. Whether you want to target specific customers, Shopify plan levels, or use tags and custom fields, Mantle’s availability settings give you the flexibility you need.

Availability options

You can restrict availability using several methods:

Public access

• Makes the plan visible to all merchants
• Standard setting for most pricing tiers

Tag-based targeting

• Customers tagged as…: Show only to merchants with specific tags
• Customers not tagged as…: Hide from merchants with specific tags

Custom field targeting

• Restrict based on custom field values
• Create complex conditions using field data

Shopify plan targeting

• Target merchants on specific Shopify plan levels
• Common use case for premium features

Specific customer targeting

• Make plans available only to selected merchants
• Useful for custom enterprise plans

Hidden plans

• Not visible on pricing pages
• Accessible via direct link
• Perfect for beta testing or promotions

Not available

• Completely restricts access to the plan
• Useful for deprecating old plans

Sharing plans

You can create direct subscription links for any plan by clicking Share this plan from the plan details page. These shareable links take customers straight to the billing confirmation screen, skipping your app’s pricing page entirely.

How plan sharing works

When you enable a shareable link for a plan:

• Mantle generates a unique URL like https://appapi.heymantle.com/offers/{offer-id}?customer={customer-identifier}
• You can optionally override trial days for that specific offer
• The link takes customers directly to Shopify’s charge confirmation screen

Existing customers only

Plan sharing only works for customers who exist in your Mantle dashboard. This includes customers who have installed your app or been imported/identified to Mantle. The customer parameter in the URL must match an existing customer record.

If you try to share a plan link with someone who doesn’t exist as a customer in Mantle, it won’t work.

For new leads and prospects

If you want to share plans with potential customers who haven’t installed your app yet, you have three options:

1. Use Intake Forms - Create public forms to collect lead information and offer discounts
2. Identify the customer first - Use Mantle’s identify endpoint to add them to your customer database, then share the plan
3. Import a CSV of customers - Upload customer data to create records in Mantle, then share plans with them

Best use cases

Plan sharing is perfect for:

• Sales conversations with existing customers
• Customer support scenarios requiring quick upgrades
• Email campaigns to your current user base
• Re-engagement of churned customers

Best practices

1. Strategic targeting

   • Use public availability for standard pricing tiers
   • Create hidden plans for testing new pricing
   • Target premium features to specific Shopify plans

2. Tag and field management

   • Use clear, descriptive tags
   • Document custom field conditions
   • Regularly review targeting rules

3. Testing

   • Verify availability settings work as expected
   • Test access across different customer types
   • Confirm hidden plan links work correctly

Remember: Availability helps you create targeted pricing strategies while keeping your public pricing clear and straightforward.