The Integrated Shopify customer portal provides a seamless experience for managing subscriptions directly from the Shopify account page. Use the integrated customer portal with Shopify's customer accounts to easily allow customers to view and update their subscriptions without navigating to an external portal, providing a consistent and simplified customer experience. 

This guide explains the key features of the integrated customer portal, key considerations, and enablement steps.

Before you start

• The Integrated Shopify customer portal is in Early Adopter status. See Early Adopter Program for more information on this program, and refer to the Considerations section for updated information on current limitations. 
• Fill out the Early access request form to apply to join the Early Adopter Program for the Integrated Shopify customer portal.
• Products and features in an Early Adopter Program may contain known feature gaps, limitations, and occasional bugs. Recharge recommends that you initially test them in a development environment or on a small segment of customers whenever possible.

Set-up instructions

The Integrated Shopify customer portal is currently in Early Adopter status, and stores require approval to use this feature. Recharge redirects customers to your existing customer portal if you install the extension but haven't been approved to use the feature.

Step 1 - Access your theme

1. Select Online Store under Sales Channel in your Shopify admin.
2. Click the Customize button next to your theme.
3. Click Home Page at the top of the screen to access the Pages drop-down menu.
4. Select Checkout and customer accounts from the drop-down menu.

Step 2 - Add the extensions to your customer account page

The Integrated Shopify customer portal requires two extensions: 

• The Subscription page extension: A full-page extension that lists the customer's subscriptions on the account page
• The Upcoming Orders extension: An in-line extension added to the orders page that lets customers view and manage their next order
• The Payment Methods extension: An in-line extension added to the Profile page that lets customers assign a specific payment method to their subscriptions
• The Credits page extension: A full-page extension that lists any available credits, referral links, or cross-sell offers
  • Only available to stores using Rewards

Add the Subscription, Upcoming Orders, and Payment Methods extensions to your theme:

1. Select the square box icon on the left-hand navigation menu to access the Apps page.
2. Locate the Recharge Subscriptions section.
3. Click the plus icon next to Subscriptions to add the Subscription page extension.
   1. Click Add to menu to create a menu item customers can click to access the Subscriptions page. Save your menu changes and exit from the page.
   2. Click the Apps icon and select Account to add the extension to the account page.
4. Click the plus icon next to Upcoming Orders to add the in-line extension.
5. Click the plus icon next to Payment Methods to add the in-line extension.
6. Select Orders to add the extension to the orders page.
7. Click Save.
   

Optional - Add the Credits page extension

Add the Credits page extension to the customer account page if you use Rewards to offer Credits and referral links to your customers:

1. Select the square box icon on the left-hand navigation menu to access the Apps page.
2. Locate the Recharge Subscriptions section.
3. Click the plus icon next to Credits to add the Credits page extension.
4. Click Add to menu to create a menu item customers can click to access the Credits page. Save your menu changes and exit from the page.
5. Click Save.

Step 3 - Customize the extensions

Update the look and feel of the extensions to match your brand. You can use Shopify's theme editor to adjust fonts, colors (ie. links, buttons, error messages), and backgrounds (ie. form fields, cards, and images).

1. Select the gear icon from the left-hand navigation menu to access the Settings page.
2. Update the appearance settings. 
3. Save your changes.

Step 4 - Confirm your store uses customer accounts

Review your Shopify settings before enabling the integrated portal: 

1. Go to Settings in your Shopify admin.
2. Click Customer accounts in the navigation menu.
3. Enable the Customer accounts feature if you haven't already.

Step 5 - Test your configuration

Test your extensions before making them live to customers to ensure they function as expected. To test this feature you must have an active account with active subscriptions. 

1. Log in to your test account on your Shopify storefront.
2. Access your Recharge admin in a separate tab.
3. Select Customer Portal under Storefront.
4. Click the Preview theme link under the Integrated Shopify customer portal theme to open the customer portal and test the extensions.
   

Step 6 - Enable the feature

You can enable the integrated portal after confirming that it works as expected: 

1. Select Customer Portal under Storefront in the Recharge merchant portal. 
2. Toggle the Integrated Shopify customer portal theme to on.
   
3. Save your changes.

Customers can manage their subscriptions through the integrated portal as soon as you enable the feature.

Uninstall the Integrated Shopify customer portal

You can uninstall the Integrated Shopify customer portal and switch back to the Affinity customer portal theme at any time.

1. Select Customer Portal under Storefront.
2. Toggle the Affinity customer portal theme to on. 
3. Save your changes.

Considerations

Consider the following when using the Integrated Shopify customer portal:

FAQs

Can I switch back to my previous portal?

Yes, you can uninstall the integrated portal and revert to your previous customer portal theme without any interruptions or data loss.

Do I need to migrate customer data to use this portal?

No data migration is required to use this feature. After receiving approval to join the Early Adopter Program for this feature, you can follow the set-up instructions to switch to the integrated portal.

Can I use the integrated portal with Shopify's legacy accounts?

No, the integrated portal is only compatible with Shopify's new customer accounts. The integrated portal stops functioning if you switch back to the classic account option.

Can I customize the portal beyond the Shopify theme editor?

At this time, customization is limited to fonts, colors, and background settings within the Shopify Theme Editor. Custom widgets are not supported.

How can I access the portal on behalf of a customer?

As per Shopify's security and privacy terms, you cannot log in to the integrated portal as a customer.