Customer Portal Integration allows customers to manage their subscriptions directly from their Shopify customer account.
This feature enables customers to pause, skip, or manage their active subscriptions without merchant assistance.
The Customer Portal is displayed within the Shopify customer account area and is accessible after customer login.
Why It Matters #
Customer Portal Integration supports operational efficiency by reducing subscription-related support requests.
It gives customers direct control over their subscriptions, improving transparency and account management accuracy.
Key benefits include: #
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Reduced manual subscription changes by merchants
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Improved customer self-service experience
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Centralized subscription management within the customer account
How to Integrate the Customer Portal #
Step 1: Open the Theme Editor #
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Navigate to Online Store from the Shopify admin
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Click Edit on the live theme
Step 2: Select Customer Account Template #
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Open the page selector at the top of the theme editor
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Select Checkout and Customers account
Step 3: Add Easy Subscription to Customer Accounts #
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In the left panel, expand the Apps section
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Locate Easy Subscription at the list
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Click Add to accounts
Step 4: Save the Customer Account Menu #
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The customer account page opens in the editor
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From the left-side menu, click Save
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The Customer Account Menu page opens
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Enter the label as required
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Click Save to confirm
Customer Access Requirements #
Customers must log in to their Shopify customer account to access the Customer Portal. All subscription management actions are available only after successful login.
Important Notes #
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The Customer Portal requires New Shopify Customer Accounts
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If the store is using Legacy Customer Accounts, an upgrade is required
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For assistance with upgrading customer accounts, contact support@easysubscription.io
Best Practices #
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Confirm the store is using New Shopify Customer Accounts before integration
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Test the Customer Portal using a test customer account .
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Inform customers to log in to manage subscriptions efficiently
