Self-Serve Customer Portal 

Overview 

Chargebee: Subscriptions App redefines the customer experience by offering a Self-Serve Customer Portal that enables your customers to manage their subscriptions and payment methods all in a single dashboard. The Customer Portal dashboard provides customers with a list of their recent purchases and subscription details such as plan name, plan frequency, product details, and more.
The Chargebee App offers the following capabilities for your customers in a Self-Serve Customer Portal:

  • View the list of products with subscriptions and order details(maximum of five subscriptions on a single page).
  • View details specific to a subscription that contains the order frequency, next order date, shipping address, and subscription price from the subscription details page.
  • Manage payment method for a specific subscription.
  • Cancel a subscription from the subscription details page.

Enabling Access to Self-Serve Customer Portal 

With the Chargebee App, you can enable your customers to access their customer portal in the following two ways:

  1. From the Subscription Confirmation Email
  2. By adding the Manage Subscriptions link widget

Prerequisites 

Before you enable your customers to access and manage their subscriptions from the Self-Serve Customer Portal, you need to set the customer account preferences  in your Shopify store settings. This feature allows your customers to create and log in to their account on your Shopify storefront. The customer can also view their purchases, orders, product details, and shipment status from the Shopify Account Overview page.

Navigate to Settings > Checkout and accounts > Customer account settings and ensure that the following two options are enabled in your Shopify store settings to enable your customers to create an account in your Shopify store. If the customer has not signed up during the checkout, they can also create and log in to their store account after the checkout from the subscription confirmation email or order confirmation page.

From the Subscription Confirmation Email 

A subscription confirmation email is one of the ways to provide customers access to the Self-Serve Customer Portal. You can activate the customer email notifications  from the app Notifications page to schedule subscription confirmation emails for your customers. The email includes the subscription confirmation message with a link to the Self-Serve Customer Portal that enables your customers to manage their subscriptions easily. A customer can access the Customer Portal by clicking the Manage Subscriptions link on the subscription confirmation email.

Learn more about Configuring Email Notifications .

Write to [email protected], if you have any trouble adding this widget to your Shopify store theme.

Using the Chargebee App, you can install the subscription management link widget  on your customer's account overview page that enables your customers to view and manage their subscriptions from the Self-Serve Customer Portal.

The subscription management portal widget is visible to your customer once they log in to your storefront account. Follow the prerequisites to enable the customer account feature from your storefront store settings. Once the subscription management link widget is added to your Shopify 2.0 theme, the customer can access the Customer Portal by clicking the Manage Subscriptions link displayed on the order confirmation page and the customer's account overview page.

After enabling the subscription management portal link widget on the Shopify store, customers can get access to their Self-Serve Customer Portal and manage their subscriptions in any of the following ways:

  • From the Customer Account Overview page
  • From the Order confirmation page

Accessing Customer Portal via Customer Account Overview page

Shopify offers customer accounts  feature to enable your customer to create an account on your Shopify storefront. The customer account overview page gives your customers the liberty to view their orders and manage shipping addresses. However, they can also manage their subscriptions and payment method by clicking the Manage Subscriptions link on the customer account overview page. This redirects customers to their Self-Serve Customer Portal dashboard.

If the customer has not created an account during the checkout, they can create an account after the checkout from the subscription confirmation email or order confirmation page. The customer can access their Customer Portal from the Manage Subscriptions link widget visible on their Account Overview page.

Accessing Customer Portal via Order confirmation page

Once you publish the subscription management link widget  on your store theme, it displays the link to Self-Serve Customer Portal on the customer's account overview page and checkout page respectively. In addition, customers can access their Self-Serve Customer Portal by clicking the Manage Subscriptions link from the checkout page as well.

If the customer has not created an account during the checkout, they can create and log in to their store account after the checkout using the subscription confirmation email or from the order confirmation page. On the order confirmation page, customer can create or log in to their store account by clicking the Manage Subscriptions link widget. If they have already logged in to their store account they can click the link widget to access their Customer Portal directly.

Subscription details page 

A subscription details page displays the additional information about a particular subscription. It appears when the customer clicks on any of the subscriptions from the list of subscriptions in the Customer Portal. The subscription details page displays the following information about a subscription:

  • Product details: Displays the product details associated with the subscription.
  • Subscription details: Displays the subscription cost and order frequency associated with the purchased subscription.
  • Shipping address: The shipping address of the customer where the product has to be delivered.
  • Payment Methods: Payment method used to purchase the subscription. Your customers can update the payment method by clicking Update next to the payment methods details. If the customer has multiple payment methods associated with it, then the customer can choose an updated payment method from the Payment Method details page. The customer can also edit a payment method by clicking Edit next to the specific payment method on the Payment Method details page. For more information see, Managing Payment Methods.
  • Cancel subscription: Link to cancel the subscription from the respective subscription details page.

Managing Payment Methods 

A payment method is added to a subscription when the customer purchase products on a subscription basis from your Shopify store. The Self-Serve Customer Portal provides an interface for your customers to view and manage all their payment methods. Using the Customer Portal, your customers can edit their existing payment methods.

Clicking the Payment Methods displays the list of all payment methods that the customer has used for all purchases in your store.

Updating Payment Methods 

The Chargebee App provides your customers with a hassle-free checkout experience. Your customers can request to update an existing payment method by clicking the Send Update Email button on the Payment Method details page from the Self-Serve Customer Portal. Your customers can follow the instructions given in the email to update their payment method easily.

Was this article helpful?
Loading…