Recharge offers a robust Site Builder for specific Subscription Experiences, allowing you to customize the customer portal experience for customers.

This guide explains what the Site Builder is, and how you can use it to create landing pages to communicate with your customers.

Before you start

• Upcoming Order Cross-Sell, Win Backs, and Cancellation Prevention come equipped with the Site Builder, where you can build custom landing pages to interact with your customers. 
• The appearance within the site builder is an approximation due to the inheritance of some styles from your store's Shopify theme that is not reflected in the preview. View the landing page on a test customer using your live theme to confirm the final presentation.

Overview

The Site Builder is an easy-to-use, robust page editor used to create landing pages for Upcoming Order Cross-Sell, Win Backs, and Cancellation Prevention strategies.

Edit the text displayed on each page, customize the style of your pages, and add custom HTML blocks where you can embed custom content such as video messages or gifs. 

Access the Upcoming Order Cross-sell Site Builder

The Site Builder is available for Upcoming Order Cross-Sell strategies through the Cross-Sell Offer node:

1. Click Cross-Sell & Upsell in your merchant portal and select Upcoming order.
2. Create a new cross-sell strategy or click into an existing, unpublished strategy. 
3. In the Cross-Sell Offer node, select Customize experience to navigate to the Site Builder. 

You cannot update the landing page styles after publishing the experience. Create a new Upcoming Order Cross-sell strategy to build a new landing page. 

Save your changes

After you've made changes using the Site Builder, you must save your work for the changes to take effect:

1. In the Site Builder, click Done.
2. Click Apply in the Cross-Sell Offer node after the Site Builder closes.
3. Save the flow on the flow canvas.

Access the Cancellation Prevention Site Builder

The Site Builder is available for Cancellation Prevention strategies through the Exit Survey node:

1. Click Churn tools in the Recharge merchant portal and select Cancellation Prevention. 
2. Create a new Cancellation Prevention strategy or click into an existing, unpublished strategy. 
3. In the Exit Survey node, select Customize experience to navigate to the Site Builder. 

You cannot update the landing page styles after publishing the experience. Create a new Cancellation Prevention strategy to build a new landing page. 

Save your changes

After you've made changes using the Site Builder, you must save your changes for them to take effect:

1. In the Site Builder, click Done.
2. Click Apply in the Exit Survey node after the Site Builder closes.
3. Save the flow on the flow canvas.

Access the Win Backs Site Builder

The Site Builder is available for Win Backs landing pages through the Landing Page node:

1. Click Churn tools in the Recharge merchant portal and select Win Backs. 
2. Create a new win back or click into an existing, unpublished strategy. 
3. In the Landing Page node, select Customize experience to navigate to the Site Builder. 

You cannot update the landing page styles after publishing. Create a new win back strategy to build a new landing page. 

Save your changes

After you've made changes using the Site Builder, you must save your changes for them to take effect:

1. In the Site Builder, click Done.
2. Click Apply in the Landing Page node after the Site Builder closes.
3. Save the flow on the flow canvas.

Site Builder elements

Sections

The site builder uses sections to display brand content on the landing page. 

Select Add a section when updating your landing page to add additional information, including custom HTML, videos, and callouts. Drag and drop page blocks to display content in the order you want.

Available sections

Global styles

Click on Edit global styles, colors, and layout at the bottom left of the Site Builder to edit all styles of your pages. You can set the font type and add custom CSS to your pages. 

Updating and saving the global styles for any Upcoming Order Cross-Sell or Cancellation Prevention strategies impacts all strategies in your store, including any active strategies.

Customize standard text

Customize standard subscription terms like swap,frequency, and quantity in the Site Builder for Cancellation Prevention and Win Back strategies. Your updates apply to both experiences and throughout the Affinity customer portal wherever these terms appear. You can also create translations for different languages to communicate clearly with your international customers.

Customize the standard text in a strategy to update general subscription terms for both experiences and the Affinity customer portal:

1. Click Churn tools in the merchant portal and select Cancellation Prevention or Win Back.
2. Open an inactive strategy, or click Create from template to create a new strategy.
3. Access the Site Builder:
   • Cancellation Prevention strategy: Click on the Cancellation survey node and select Customize landing page.
   • Win Back strategy: Click on the Landing page node and select Customize onsite experience.
4. Confirm or select a specific language using the Language drop-down menu at the top of the Site Builder.
5. Click Customize standard text.
6. Add your customized text in the Edit text textbox for each text option. You can change the phrasing, or completely translate it depending on your localization plans. Make sure to keep the relevant variables when updating your text.
7. Review the Used in column to confirm where the text appears for customers.
8. Click Save changes to save your updates.
9. Optional - Repeat steps 4-6 to update translations for different languages.
10. Select Done to exit the Site Builder. Click Apply to save your translations and Save to update the strategy.

Customers see the translated text as soon as you save your Site Builder changes. You do not need to activate the experience so customers can see your translations.