For the complete documentation index, see llms.txt. This page is also available as Markdown.

🆕Customer Portal

The Customer Portal is a no-code solution for building a complete customer and membership experience using pre-designed pages and configurable settings.

It allows customers to:

  • View and manage orders

  • Manage subscriptions and shipments

  • Update profile and payment information

Portal appearance and behavior are controlled through a centralized set of configurations, including layout, navigation, and styling.

Customer Actions Supported

The Customer Portal supports the following customer-initiated actions:

  • Buy Again Displays a button for each order in the Orders table. Selecting this, routes the customer to a configured checkout page with the original order’s products pre-added to the cart.

  • Subscribe & Save Displays a button for each order in the Orders table. Selecting this, routes the customer to a configured checkout page with the subscription product. This does require a subscribe and save profile setup on the campaign.

  • Pause Available for active subscriptions, allowing customers to temporarily pause billing and fulfillment.

  • Cancel Available for active subscriptions, allowing customers to cancel their subscription.

  • Resume / Restart Available for paused or cancelled subscriptions, allowing customers to resume or restart service.

  • Skip Available for active subscriptions, allowing customers to skip the next bill.

  • Frequency Available for active subscriptions, allowing customers to change the frequency of their bill.

  • Delay Available for active subscriptions, allowing customers delay their next bill by a set number of days.

  • Quantity Available for active subscriptions, allowing customers to change the quantity set on their subscription.

  • Price Available for active subscriptions, allowing customers to change the price of their subscription.

  • Next Bill Date Available for active subscriptions, allowing customers to set a new next bill date.

  • Coupon Code Available for active subscriptions, allowing customers to apply a discount to their subscription.

  • Change Variant Available for active subscriptions, allowing customers to change the variant on a subscription

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