How to Configure Customer Portal Settings in Easy Subscriptions #
The Customer Portal in Easy Subscriptions allows you to give your subscribers self-service options to manage their subscriptions directly from their dashboard. You can enable or disable specific actions based on your business model, product type, and customer needs.
Why Configure the Customer Portal? #
Enabling features like pause, skip, cancel, or reschedule helps:
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Improve customer experience and satisfaction
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Reduce support tickets and manual intervention
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Lower churn by offering flexibility
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Support diverse business models (meal kits, refills, pet supplies, skincare, etc.)
Step-by-Step: Configuring Customer Portal Settings #
Step 1: Access Customer Portal Settings #
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From your Shopify Admin, go to Apps > Easy Subscriptions.
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In the Easy Subscriptions sidebar, click on Settings.
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Select Customer Portal from the available options.
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Step 2: Enable or Disable Portal Features #
Below are the available Customer Portal settings you can configure:
1. Pause and Resume Subscription #
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Description: Allows customers to pause or resume their subscription orders from the portal.
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Use Case: Ideal for flexible subscriptions like food boxes, coffee, skincare, or seasonal products.
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How to Enable: Toggle the switch On.
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To Disable: Click Turn off.
2. Subscription Cancellation #
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Description: Lets customers cancel their subscription—based on your defined rules.
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Available Options:
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Cancel Immediately: No restriction on cancellation.
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After Number of Orders: Allow cancellation only after a certain number of fulfilled orders.
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After Number of Days: Require a specific time duration (e.g., 30 days) before cancellation.
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How to Enable: Toggle On, then select your preferred condition.
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To Disable: Click Turn off.
Example: You can require a minimum of 3 orders before cancellation or enforce a 30-day period.
3. Skip Next Order #
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Description: Customers can skip their upcoming subscription order.
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Use Case: Useful for subscriptions with occasional use, such as pet food, vitamins, or snacks.
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How to Enable: Toggle On.
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To Disable: Click Turn off.
4. Reschedule Next Order #
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Description: Allows customers to reschedule the date of their next order or all upcoming subscription orders.
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Use Case: Helpful for customers with changing schedules, travel plans, or irregular consumption patterns.
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How to Enable: Toggle On.
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To Disable: Click Turn off.
5. Update Order Notes During Product Swap #
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Description: Enables customers to leave or edit order notes when swapping subscription products.
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Customer View: A notes field appears during the product swap flow in the portal.
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How to Enable: Toggle On.
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To Disable: Click Turn off.
6. Announcement Bar #
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Description: Displays a custom banner on the customer dashboard. Use it for promotions, updates, shipping alerts, or upsell messages.
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Fields Available:
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Title: Short headline (e.g., “New Offer”)
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Description: Message content (e.g., “Get 10% off all subscriptions in July.”)
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How to Enable: Toggle On, fill in the title and description fields.
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To Disable: Click Turn off.
Step 3: Save Your Settings #
Changes are saved automatically when toggles are switched or fields are updated. No separate Save button is required.
That’s It! #
With your Customer Portal settings configured, you’re giving customers more control while reducing your support workload. You can update these settings anytime as your subscription business evolves.
