With the recent release of Shopify’s New Customer Account, we have the opportunity to provide your customers with a more streamlined, personalized, and secure self-service experience. This guide will walk you through the steps required to enable and configure these features in Subi Subscriptions.
Please note that a few features are still being worked on and will be fixed by soon:
Swap Option: Customers can’t add, remove, or update products in their subscriptions yet.
Rescheduling Orders: The ability to reschedule upcoming orders is not available at the moment.
Subscription Cancellation & Popups: There are issues with cancellation messages and popups.
Customer Portal Customization: The ability to customize customer portal extension content from Subi panel.
Why Add Subi’s Customer Portal to New Customer Accounts?
With Subi’s new integration, merchants and customers can enjoy several key benefits:
Unified Management Experience: Customers can manage subscriptions and view past orders directly within their Shopify account. This eliminates the need for a separate portal and enhances convenience.
White-Labeled Solution: The Customer Portal is fully integrated into Shopify’s customer accounts, ensuring a professional and branded subscription management experience.
On-Brand Design: The portal’s layout aligns with the Shopify customer account design, providing a cohesive and polished interface.
Simplified Login: Shopify handles customer logins, making access seamless and secure for end-users.
Steps to Enable the New Customer Account Experience
Follow these steps to enable and configure the new Shopify Customer Account.
Step 1: Enable Customer Accounts in Shopify Settings
Log into your Shopify admin panel.
From the left sidebar, navigate to Settings.
In the Settings menu, select Customer accounts.
Under Customer accounts, change the setting from Legacy to Customer accounts.
Step 2: Activate the Customer Account Extensions in Your Theme
Go to Online Store > Themes in your Shopify admin panel.
Click Customize on the theme you want to edit.
From the top menu, select Checkout and customer accounts.
Find Subi in the left navigation panel under Apps.
Add Subi to your Accounts by selecting the plus icon next to it.
Step 3: Name Your Subscription Management Section
Under Customer account main menu choose a name for the new section. For example, you can name it “Manage Your Subscriptions” or any name that fits your branding.
Step 4: Save and Preview Your Changes
Preview the customer account experience on your store’s front end to make sure everything looks great and is functioning properly.
What Can Customers Do in Their Subscription Account
Once logged into their customer account, your subscribers will have access to a range of powerful tools to manage their subscriptions with ease. They can:
Subscription Overview: View details of their active subscriptions, including products and upcoming delivery dates.
Personal Information: Update personal details such as shipping address, contact information, and other account preferences.
Subscription Modifications:
Pause, Resume or Cancel: Easily pause/resume or cancel subscriptions at any time.
Switch to Prepaid: Change to a prepaid model for upfront payment on multiple deliveries.
Adjust Frequency: Modify the delivery frequency to better suit their needs (e.g., weekly, monthly).
Change Quantity: Increase or decrease the number of items in their subscription.
These features give your customers complete control over their subscription experience, making it easier for them to manage their preferences and reducing the need to contact support.