Understanding the Affinity 1.0 entry page

The Affinity 1.0 entry page is the main page customers see when they log in to the Affinity customer portal. It prioritizes the customer's upcoming order and adapts its content based on the customer's current state, making it easy for customers to manage orders, resolve issues, and take common actions. 

This guide explains how the Affinity 1.0 entry page works, what components appear, and what settings control them.

This guide covers Affinity 1.0. If you're using Affinity 2.0, see Understanding the Affinity 2.0 Next order page.

Before you start

• Affinity is a no-to-low code solution designed for merchants to seamlessly configure. See Customizing the Affinity customer portal for customization steps.
• Some Affinity customizations require custom code, which is not supported by Recharge as per the design and integration policy. See using advanced customizations in Affinity with Affinity for information on advanced customizations. Visit working with third-party developers if you require developer assistance.
• For some settings to appear in the customer portal, they must be enabled in the merchant portal. 

How it works

When a customer logs in to Affinity 1.0, they're taken directly to the entry page. The page centers on the customer's closest upcoming order date and can show all charges scheduled for that date together. Unlike Affinity 2.0, which focuses on one charge at a time, actions taken from the Affinity 1.0 entry page (such as rescheduling or skipping) affect all charges grouped under that date.

The page adapts to the customer's situation:

• Active subscribers see their upcoming order details and available actions.
• Customers with charge errors are shown resolution steps before anything else.
• Inactive subscribers see options to reactivate a previous subscription or start a new one.

The entry page is made up of base components which are available to all active subscribers, and dynamic components that appear only when specific conditions are met.

Active subscriber view

The active subscriber view is the standard experience for customers with active subscriptions and no outstanding charge errors.

Base components

Next order quick actions

This component focuses on the customer's upcoming order and lets customers take date-related actions. The following buttons appear when the corresponding settings are enabled in the merchant portal:

• Send Now — Processes the order immediately instead of waiting for the scheduled date.
• Reschedule — Lets the customer postpone the order to a later date.
• Skip — Skips the upcoming delivery until the next cycle.
• Unskip — Restores a previously skipped charge.

If a customer has multiple orders scheduled for the same date, all orders are listed on the page, and any action taken from this section affects all of those charges. 

Several factors determine which action buttons are available to a customer:

• Customer portal settings - The Edit upcoming order date setting must be enabled for Reschedule and Send Now to appear. The Skip shipment setting must be enabled for Skip to appear.
• Prepaid products - No action buttons are shown for prepaid products. Customers can't send now or reschedule a prepaid order. Skipping is available, but it's shown inside the order summary component and requires the Allow skip shipments on prepaids customer portal setting to be enabled.
• Contextual feature control - You can work with a developer to enable or disable specific actions based on context. For example, you could enable the skip option on the subscription details page but disable it on the entry page. See Contextual feature control in the developer docs for more information.

Date display

The date shown under "Your next order" tells the customer when Recharge will process their next order and charge them. You can only display the charge date, not the estimated delivery date. See date customization in the developer docs for formatting options.

Savings display

The savings shown under "Your next order" lets the customer quickly see how much they're saving on their upcoming order. This includes all applied discounts: subscription discounts, tiered pricing, promo codes, and other promotional offers.

In your order

This section shows the products included in the upcoming order, with options to edit, swap, add a product, or cancel. If a customer has multiple orders on the same date, an individual summary is shown for each one.

The prices shown here reflect plan and tiered discounts. All other discounts (such as flow, member, automatic discounts, or promo codes) appear in the Order summary. If available, the full price reflects the product's Shopify "compare at" price.

Order summary

The Order summary provides a full view of how the final order total is calculated, including all discounts, estimated taxes, and shipping.

Customers can apply a discount code from this section. The discount is associated with their address and applies to current and future orders according to the discount rules you've set. Enable the Remove discount from customer addresses after discount limit has been reached discount setting to ensure the discount is removed after it reaches its usage limit.

Shipping and payment

This section shows the customer's shipping address and payment method, with edit options for each.

• Edit address - Updates the address for all future orders. Requires the Edit shipping addresses customer portal setting to be enabled.
• Edit payment method - Two options are available for merchants using the Shopify Checkout Integration:
  • Send edit link - Sends the customer a link to permanently update the payment method on file.
  • Use a saved payment method - Lets the customer select a payment method already saved to their account. The selected method is used for all future orders.

Credits

If you have Credits enabled, this section shows the customer's available balance and lets them apply credits to their upcoming order.

Cross-sell carousel

The cross-sell carousel gives customers the opportunity to discover new products and add them to their upcoming order.

The carousel is only visible when the Add products to subscriptions customer portal setting is enabled. Products available in the carousel are determined by the Products available for purchase customer portal setting. By default, the first 12 products from this catalog are featured. Use Affinity's advanced configuration options for additional control over which products appear.

Offers

If applicable, an offer strip appears above the products list when the charge is queued, not a prepaid order, and at least one offer is configured. Available offer types include:

• Free gift - A gift product automatically added to the order. No customer action needed.
• Claimable gift - A gift the customer can choose to claim, sometimes with a variant selection. Disappears once claimed.
• Prepaid upsell - An offer to switch from a recurring subscription to a prepaid plan.

Tiered discount

If applicable, a progress bar shows how close the customer is to unlocking a larger discount by adding more items to their order. An Add products link appears if the discount targets a specific collection.

Dynamic components

Recent order

A summary of the customer's most recently processed order appears above the next order quick actions section if an order has been processed within the last 75 hours.

Other active subscriptions

If a customer has active subscriptions not included in their upcoming order, Affinity displays those subscriptions so the customer can manage them. Customers see a card for each product missing from their next order and can click Manage to add the product to their upcoming order.

Alternate states

Affinity 1.0 displays alternative content depending on the customer's situation.

Order in progress

After a customer clicks Send Now, the page shows an order in progress state briefly while Recharge recalculates the next order information.

Charge errors

When there's a problem processing an order, linked subscriptions are put on hold until the error is resolved. Customer actions may be limited depending on the cause. Affinity surfaces these issues prominently and provides the customer with steps to resolve them.

Inactive subscriber

When a customer has no active subscriptions, Affinity encourages them to rejoin by offering two paths:

Reactivate a subscription

Customers can click the Reactivate link to restart a previous subscription with one click. The subscription restarts with the same options as before, and the next order date is calculated based on the previous delivery cycle. The Allow subscribers to reactivate subscriptions in their customer portal setting must be enabled for this option to appear.

Start a new subscription

If the cross-sell carousel is enabled, it's shown to inactive subscribers, giving them the opportunity to start a new subscription with recommended products. If a customer reactivates by purchasing through the carousel, the next order date is set to the current date.

Understanding pricing and discounts

Pricing in the Affinity 1.0 customer portal appears across two main areas, and each area reflects a different set of discounts.

Product-level pricing

Prices shown next to individual products reflect plan discounts, product discounts, and tiered discounts. These are already applied to the price shown for each item. If available, the full price reflects the product's Shopify "compare at" price.

Order-level pricing

The Order summary shows the full breakdown of the order total, including:

• Subtotal, before any discount
• All discounts — subscriber discounts, product discounts, tiered discounts, member discounts, automatic discounts, promo codes, and flow discounts (each flow discount shows separately, for example, Cancellation Offer or Reward Discount)
• Shipping costs
• Estimated taxes

Savings display

The savings amount shown in the portal includes all applied discounts across both product-level discounts (plan or tiered) and order-level discounts (promo codes, automatic discounts, and similar).