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Novum Customer Portal Theme

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Novum is a Customer Portal Theme available to all merchants, which is built to supercharge your business through churn reduction and improve the experience of your customers on any device.

  

 

 

 

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Eligibility and status

The Themes Customer Portal is the default customer portal out of the box, and currently available to all merchants.

Before you start

  • The Themes Customer Portal requires custom CSS code to match the font, color, and style of your Shopify theme. Custom CSS is not supported by ReCharge Support as per our design policy. If you require further assistance, please visit the ReCharge Partner Directory.
  • At this time, it is not possible to make adjustments to the translations in the Themes Customer Portal through the Settings > Translation section.

Novum theme highlights

Updated look & feel

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The new theme is specifically designed for subscription businesses and includes small details from shifting the “Cancel” button to proven retention-building tactics such as skip and swap options.

NOTE: Customers will only see the option to swap items if the customer-facing Edit frequency option is set to Customer can choose any frequency.

Order Now button

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Give your customers the option to fast forward their next subscription charge. ReCharge will immediately process the charge so customers don't have to wait.

One-time products

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Boost average order value by presenting customers with upsell opportunities within the Customer Portal. Customers can add one-time purchases to their upcoming subscription orders.

Mobile-first design

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The Novum theme was built with a mobile-first approach. Your customers have a smooth experience on any device they access the portal on.

Upcoming Orders tab

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Novum introduces a new Upcoming Orders tab in the customer portal that breaks down future subscriptions and one-time products based on the day they are set to charge. Customers will see a breakdown based on the day of charge and shipping address for easy access.

Previewing themes

You can preview the current Novum theme to see what it will look like on your Customer Portal without making any changes to your live store.

NOTE: Do not save after you select the Novum theme for preview - it will publish the Novum theme and make it live on your storefront.
  1. In the ReCharge Dashboard, click the wrench icon.
  2. Select Customer portal.
  3. Under Customer portal location select Themes. 
  4. Click on Preview theme.

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Enable the Customer Portal Theme

After you preview the Novum theme, you can enable it for your store on the same page. 

  1. In the ReCharge Dashboard, click the wrench icon.
  2. Select Customer portal.
  3. Under Customer portal location select Themes. 
  4. Scroll to the bottom and click Save.

Access the Novum theme in the Theme Editor

Note: The Theme Editor is not available for merchants using the new Shopify Checkout.

If you are a ReCharge Pro merchant with access to the ReCharge Theme Engine, you can access the Novum theme files directly in the Theme Editor. 

  1. Navigate to Theme Editor.
  2. Click Create New Theme button.
  3. Select Novum as your chosen theme.
  4. Click Create Theme button to generate a new theme based on Novum.
  5. Navigate back to the Theme Editor and Publish the new theme. 

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The Theme Engine must be enabled in your Customer Portal settings for the Novum theme to correctly display for your customers.

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Customer portal location

Once enabled, you have your choice of location where the customer portal will be hosted. By default, Hosted by ReCharge will be selected.

Hosted by ReCharge means that your subscription customer portal will be separate from your platform's customer portal and will not inherit style changes from your store theme.

NOTE: Switching to Hosted by ReCharge will remove your store logo from checkout and replace it with a default Novum image. You can add your logo back to checkout and the customer portal with the directions in Adding a logo to checkout. 

Adjust styling with the theme CSS

By default, the Novum theme is standard across all stores and will not match the color and styling of your store out-of-the-box. You can edit the theme's CSS styling manually to create a unified, seamless experience between store and Customer Portal. See Customizing the Novum themes customer portal for more information.

  1. In the ReCharge Dashboard, click the wrench icon.
  2. Select Customer portal.
  3. Add your custom code to Header HTML/CSS/JS, Footer HTML/CSS/JS, or Credit card page CSS in Customize styles.
  4. Scroll to the bottom and hit Save.

Troubleshooting

The manage subscriptions link is going to the wrong customer portal

Note: This section is only relevant for Shopify merchants using the ReCharge Checkout.

The new Themes Customer Portal has a different URL to the legacy portal. Any links you may have hardcoded into email notifications and Shopify account liquid file directing your customers to the portal and their subscriptions will need to be updated with the Themes Portal URL.

Update all reference links to /tools/recurring/login

Questions and support

If you have any questions about Themes Customer Portal or the Novum theme we have a dedicated Themes Customer Portal FAQ article you can look over at your leisure, or send ReCharge Support a message and we'll be happy to help out.

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