Using the Affinity customer portal theme

Affinity is a new customer portal theme that provides a modern, more intuitive, and clean user interface that allows users to manage their subscriptions seamlessly. This guide covers previewing, editing, and publishing the Affinity customer portal theme along with limitations and resources for support. 

Before you start

• The Affinity customer portal theme is currently in Early Adopter status. If you're interested in using Affinity, complete the opt-in form.  
• Refer to Customizing the Affinity customer portal theme more information about customizations.
• Note the following limitations for Affinity customer portal theme:
  • Affinity is currently only available to Shopify stores.
  • Affinity is not available in the Theme Engine.
  • Multi-currency is not compatible. 
  • The Payment Methods and Shipping Addresses pages are not yet integrated. Customers are only able to view and edit the payment method and shipping address for each order rather than view all stored on the account.

Affinity theme highlights 

The Affinity customer portal theme allows customers to view and update their subscription orders quickly and efficiently. 

Optimized mobile experience

Affinity performs as well on a mobile device as it does on your desktop making subscriptions more accessible. 

Order management

Order management through the Affinity customer portal theme is based on order centric product management rather than subscription centric. This gives your customers a high level overview of all of their purchases. 

Shorter journeys

Speed up customer tasks by displaying key functionality in a simple order overview. 

Simple customizations

Easily update the look and feel to match your brand using Shopify’s Theme Editor.

Make edits using Shopify Theme Editor

Use the Shopify theme editor to customize the look and feel of your customer portal. You can make changes to your branding, pages, image, cards, and shapes. 

To make customizations to your customer portal: 

1. In the merchant portal click Storefront, then Customer Portal.
2. Select Affinity under Themes and confirm the Shopify theme and customer account to preview your customer portal theme with. 
3. Click Customize theme and you will be redirected to the Shopify Theme Editor.
   

Preview Affinity

To preview Affinity customer portal theme:

1. In the merchant portal click Storefront, then Customer Portal.
2. Select Affinity under Themes and confirm the Shopify theme and customer account to preview your customer portal theme with. 
3. Click Preview theme.
   

Publish Affinity

After you preview your theme, publish it for your store on the same page. 

1. Click Storefront in your merchant portal and select Customer Portal.
2. In the Customer portal section, select Themes. 
3. Under Themes, select the radio button next to Affinity. 
4. Scroll to the bottom and click Save.

Translations with Affinity

Stores using the Affinity customer portal theme can add customer portal translations for multiple languages. When using the customer portal location Hosted by Recharge, the language displayed to your customers will be based on their computer language. Stores using Embedded in platform storefront will display the language determined by the Shopify store settings configured. 

Translate your customer portal: 

1. In the Recharge merchant portal, click Storefront then Translations. 
2. Click the Customer Portal - Affinity tab.
   
3. Select a language from the Language dropdown.
   
4. Once a language is selected, add translations for each section by clicking the dropdown arrow. 
   
5. Click Save to confirm your changes. 

Support

Contact betaprograms@rechargeapps.com for questions or troubleshooting.