Customer Portal

Customers can edit their subscriptions, update billing info, or see their purchase history through the Customer Portal via their customer account logins. You can share this link with your customers manually or through your notification emails. From your customer's perspective, it would look something like this:

If you'd like to provide your customers with documentation on how to manage their subscriptions, but you would like to not link to our ReCharge documents, feel free to use the instructions on this page for your own website. 

To set up customers with their own accounts powered by ReCharge, you'll first need to make sure your customers are prompted to create an account. To enable this, accounts need to be set as either optional or required, as opposed to disabled. To view or change this setting, go to  Settings > Checkout and scroll down to Checkout Controls. Be sure to save once you're done.

Next, make sure customers accounts in Shopify are set optional or required as well. In Shopify, go to Settings > Checkout.

Lastly before customization, go to  Settings > Customer Portal > select Standalone page on ReCharge > Save.

You're now ready to customize within the ReCharge Customer Portal!

Empower your customers to:

  • Edit next delivery date
    • Example: Your customer has too much product on hand so they want to postpone their next shipment. Simply send them their customer portal link so they can update which day they'd like their next delivery.
  • Switch products
    • Example: Imagine you're a coffee company. This option would allow your customer to switch easily from whole beans to ground beans for their subscription.
  • Add a new product
    • Example: Sticking with the coffee company store, this would allow a whole beans customer to add a subscription for coffee filters to their account.
  • Skip next delivery and future charges
    • Example: If a customer is going on vacation, they could skip that month's delivery. 
    • This feature does not apply to pre-paid subscriptions but instead for ongoing subscriptions.
  • Cancel subscription
    • Example: If you want cancellation emails to avoid clogging your inbox, this is a great option. 
    • The option for your customers to cancel is available by default in their settings, but you may also disable this ability.
  • Change item quantity
    • Example: Let's say you're a protein bar company. This option would allow your customers to specify they want less quantity of vanilla bars and more quantity of chocolate bars.
  • Change frequency
    • This would allow your customer to change how often they receive a product, from once a month, to every two weeks for example.

Additional fields your customers can update through the ReCharge customer portal include:

  • Update billing and shipping address
  • Securely update credit card information
  • View future delivery schedule
  • View past orders in purchase history section

Allow Customers to Add a Discount to an Existing Subscription

You can follow this guide to add a discount to an existing subscription yourself, you can enable it so your customers can add their own discounts as well. In Settings > General Settings and Advanced Settings you can check off the box pictured below.

Note: When debugging customer portal issues, if there is any messed up JavaScript on the theme that's getting included into our portal pages. It can be excluded with the code below:
{% if not template %}
{{ 'ella.js' | asset_url | script_tag }}
{% endif %}

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