🆕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