Unity customer portal Early Adopter Program
The Unity Shopify customer portal provides a seamless experience for managing subscriptions directly from the Shopify account page. Use this 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 Unity, considerations, and enablement steps.
- Shopify Checkout Integration
- Migrated Shopify Checkout Integration
Before you start
- Unity 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.
- 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.
Key Features
The Unity customer portal provides a seamless experience for managing subscriptions directly from the Shopify account page. Unity allows customers to view and update their subscriptions without navigating to an external portal. Benefits include:
- Single login: Customers only need to log in to Shopify to make changes to their subscriptions.
- Order Management in Shopify customer accounts: Skip, delay, reschedule, or cancel upcoming orders.
- Subscription Management in Shopify customer accounts: Update products, quantities, frequencies, or cancel subscriptions.
Set-up instructions
To get started with the Unity customer portal, follow the instructions in How to set up Shopify customer accounts with your Recharge customer portal. You'll need to install a few extensions in the Shopify theme editor to allow customers to manage their subscriptions from the account page.
Considerations
Consider the following when using the Unity customer portal:
Consideration |
Notes |
| Bundles |
Customers can manage their existing Bundles through the portal. They cannot add a Bundle to their subscription, or swap to a new Bundle through the Unity customer portal. |
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Advanced customizations |
Advanced customizations are not supported, including:
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Customer portal location |
You must use the Embedded in platform storefront customer portal location setting. See Understanding the customer portal for more information. |
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Gift subscriptions |
Gift subscriptions are only supported when using the Site Builder redemption experience. |
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Pause subscriptions |
The pause subscriptions feature is not supported. |
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Internationalization (Localization) |
You cannot translate the customer portal copy into multiple languages. |
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Copy updates (Translations) |
Updating the customer portal copy is not supported. You must use the default English copy. |
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Cancellation reasons and retention strategies |
Only Cancellation Prevention cancellation surveys are supported. The legacy cancellation reasons and retention strategies are not supported. Stores using the legacy feature will only have a basic cancellation experience until they migrate to Cancellation Prevention. |
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Customer-facing frequency options |
The customer-facing frequency options setting must be set to Limit to frequency options preselected for the subscription product frequency rules. |
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Prepaid products are compatible with Unity. To prevent order errors, you must disable the ability to skip shipments in your customer portal settings. |
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Product price changes due to dynamic pricing are not reflected in the customer portal's delivery schedule or upcoming orders sections. |
FAQs
Can I switch back to my previous portal?
Yes, you can uninstall the 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 Unity.
Can I use Unity with Shopify's legacy accounts?
No, Unity is only compatible with Shopify's new customer accounts. Unity will not work correctly 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 Unity as a customer.
