Customer Portal (Without Plugin)
Last updated
Last updated
A Customer Portal will allow any customer with a successful order to log into the portal with their email address and orderId and will display all the past orders tied to their customer profile. If the customer has a subscription, you can provide an option to pause, cancel, or restart the subscription. If the subscription is cancelled, the customer will still be able to log into the portal. You can also offer more products for the customer to purchase against their default card on file*.
There are two ways to create a customer portal (without a plugin) in CheckoutChamp:
When creating your own customer portal, the easiest way is to click “Create Sales Funnel” from the dashboard:
After selecting “Sales Funnel,” click the “Browse Funnel Marketplace” on the bottom right of the wizard:
Then change the “Type” dropdown selector to “Membership” and select one of our membership templates:
This will create a funnel with a basic customer portal already created. Once inside your customer portal funnel visualizer you will need to edit and save all pages in your funnel in order to publish.
If your business does not make use of any of these pages or features, you can delete the buttons in the members area as well as the pages in the funnel (For example: your business does not use pausing subscription, you can delete the pause button in the members area as well as the pause subscription page).
By default, the “User Profile” page only has billing info, but if you also need users to be able to edit their shipping info, you can drag a new profile page from the Members folder onto your funnel and select this profile template which offers billing and shipping inputs.
The second method for creating a customer portal is to add all the necessary pages from the Membership folder into your existing funnel and create the arrow routings like you see in the examples above.
Written instructions coming soon! Please reach out to your account manager for assistance!
