Using the Unity customer portal
The Unity 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
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 |
| Discounts |
Enable the API sales channel when configuring discount codes to ensure they can be applied through the Unity customer portal. |
| 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:
At this time, Unity customizations are limited to fonts, colors, and background settings within the Shopify Theme Editor. Custom widgets are not supported. |
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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) |
Internationalization is now supported with default translations available in 13 languages. These built-in translations include:
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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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Product price changes due to dynamic pricing are not reflected in the customer portal's delivery schedule or upcoming orders sections. |
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Accessing the customer portal as a customer |
As per Shopify's security and privacy terms, you cannot log in to Unity as a customer. |
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Variant Level Plans are not compatible with the Unity customer portal. |
