Your subscribers can manage their subscriptions from the customer portal of Subify.
In this Article:
What is Customer Portal?
When a customer purchases a subscription, Subiy creates a customer portal account for them, so that they can manage all of their subscriptions. Subify Customer portal has a passwordless login experience that works with emails.
Your subscribers can do the following tasks through the portal page, if you enable their permissions to do so:
Check subscription details(products, price, next order date, etc.)
Cancel the subscription
Pause the subscription
Resume a paused subscription
Skip the next order
Reschedule the next order
Change the subscription interval
Change the quantity of products they are subscribed to
Add or Remove products from their subscriptions
Swap products
Update their payment information
Edit their shipping address
See the history of orders created for this subscription
Check out this sample portal page with all the permissions enabled.
How can your subscribers reach their portal?
You can share Subify's customer portal page on any other medium with your subscribers/members, and they can log in with their email:
Your customers can also reach the portal from these 3 touchpoints:
Subify Confirmation Email
If you enable the "Customer activated subscription" notification in Subify Settings, after your customers purchase a subscription on your store, they receive an email notification that contains the link to the portal:
Shopify Confirmation Email for Each Order
Shopify sends an order confirmation email after each successful recurring payment. If your subscriber clicks on the "Vire your order" button, they will be redirected to the order confirmation page that will see the "Manage your subscription" link:
Customer Account Page
If Shopify's Classic Customer account is activated on your store, Subify will automatically add a link to Subify's customer portal on your account page:
Due to Shopify restrictions, we can only add the Subify customer portal link to your store's Customer Account if you are using the Classic Customer Account of Shopify, otherwise, you can add the link manually to your customer account yourself:
https://portal-subify.hengam.io/
If you don't see Subify "Manage subscriptions" link on your customer account automatically, please contact our support from the chat box in the bottom-right corner of the app.
We can also customize the link or change the content of it for you.
How to customize the customer Portal link?
If Shopify's Classic Customer account is activated on your store, your subscribers can see the link to Subify's customer portal on your account page. If you are offering a membership or want to customize this link, you can contact our support team from the app chat box to apply the changes for you.
Due to Shopify restrictions, we can only add the Subify customer portal link to your store's Customer Account if you are using the Classic Customer Account of Shopify. otherwise, you can add the link manually to your customer account yourself:
https://portal-subify.hengam.io/
If you don't see Subify "Manage subscriptions" link on your customer account, please contact our support from the chat box in the bottom-right corner of the app.
We can also customize the link or change the content of it for you.
How to add your store's branding to your customer portal?
Subify will automatically get your store's transparent logo and your Favicon from your live theme and add them to your customer subscription portal.
Transparent Logo:
In case your logo hasn't been imported to the portal yet, please follow these steps:
From your Shopify admin panel, go to the Online Store > Theme > on your live theme, and click on Customize to redirect to your theme editor page.
From the left-side menu, click on Header and upload your logo in the Transparent Logo section. (If the logo is not uploaded to the "Transparent Logo field, it won't be recognizable by Subify)
Save your changes.
Your logo will be updated in your Customer portal in 12 hours.
If you face any issues, please contact our support from the app chatbox.
Favicon:
To add your favicon to your Shopify store, please follow the instruction in this Shopify help center article.
How to customize and manage your customer portal?
You can manage your customer subscription portal from your Subify panel > Customer Portal.
