The Affinity customer portal theme provides a modern, 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

• Refer to Customizing the Affinity customer portal theme for more information about customizations.

Affinity theme highlights

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

Optimized mobile experience

Affinity performs as well on a mobile device as 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. See Understanding how Affinity highlights the customer's next order for more information.

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.

Customizing the Affinity theme

Affinity offers extensive customization options ranging from simple copy or style updates to completely custom elements.

Use the Shopify theme editor to customize the look and feel of your customer portal, and enhance the experience by adjusting the copy and translations into different languages. See customizing the Affinity customer portal theme for more information.

While you can seamlessly customize the appearance and default functionality of the Affinity customer portal, you can also leverage advanced configuration options to personalize the customer portal's behavior or use Affinity’s provided extension points to integrate custom elements within the portal. See using advanced customizations in Affinity, or the Recharge Developer Docs for more information.

Migrating to Affinity

Transitioning to Affinity is an effortless and straightforward process, requiring no action from your end customers.

Affinity's primary goal is to empower your customers so they can manage their subscriptions easily. Affinity enhances how information is presented and enables smooth interactions, while the fundamental functionalities such as customer data management and order processing remain consistent regardless of your chosen theme.

See Testing customizations before going live to understand how to make copy and design changes to your Affinity theme without disrupting your current portal setup. You must recreate any customizations in your existing portal theme in Affinity. You can use the Shopify Theme Editor and CSS to customize the portal. 

Affinity allows additional advanced customizations to take your portal to the next level. See Using advanced customizations in Affinity to understand what options are available to you, and what advanced customization you can recreate.

Previewing Affinity

You must have at least one customer account created in your store to preview the portal. To preview the Affinity customer portal theme:

1. In the merchant portal click Storefront, then Customer portal.
2. Locate Affinity under Themes.
3. Click Preview theme.
   

You can now preview the Affinity theme from the perspective of one of your customers. For a targeted preview, you can navigate to a specific customer profile in your Recharge merchant portal and click the arrow icon next to any of the customer portal links listed. 

Once the portal loads, add &preview_standard_theme=8 to the end of the customer portal URL and refresh the page. This loads the Affinity preview from a specific customer's perspective.

Publishing Affinity

Review the Previewing Affinity section for instructions on testing your customizations, and ensuring Affinity looks and functions as expected.

If you choose to store your Affinity customization in an unpublished theme, you must make sure both Affinity and your current customer portal work on top of the new Shopify theme. This ensures that you can keep your Shopify theme published and easily switch back to Affinity in Recharge if you need to roll back the portal for any reason.

Follow the steps below to publish your theme after confirming it meets your expectations:

1. Publish the Shopify theme hosting your customizations.
2. Click Storefront in your merchant portal and select Customer portal.
3. Under Themes, click the button next to Affinity. 
4. Scroll to the bottom and click Save.

Considerations

Consider the following when using the Affinity customer portal theme.