Customer Portal

The customer portal is a Cartfunnel feature where you can let your customers view their orders and manage their subscriptions.

Note: Before you enable the customer portal, think clearly whether you want customers to be able to reschedule and cancel their recurring billing automatically. Many times, you may want them to contact your customer service first in order to understand their reasons for cancelling and to offer a chance to provide a loyalty offer.

To enable this feature, click on Themes and Portal. You will need to enable this feature.

Handling Logins

By default, your customers are required to create their own login and password to access the forum. However, if you’re already using Shopify’s customer login and password, you can use the auto-login feature.

To get started, you will need to install a separate application into your Shopify store. Go to Integrations, and click on Shopify. Next, click on Install Conduit App.

Once you’ve installed this app, you can place the following code anywhere in your Shopify store theme where you would like your customers to be able to access the portal:

{% if customer %}
<a href="https://yourshop.myshopify.com/apps/cartfunnel/customer/{{ customer.id }}">Manage Your Subscription</a>
{% endif %}

This special link will automatically verify your customer’s information and log them into your shop’s Cartfunnel portal.

Modifying your portal

The customer portal pages are, similar to the checkout pages, editable as they are HTML Liquid templates.

When you first created a Cartfunnel account, the portal page templates are already created for you. You can customize the portal pages using standard HTML and adding CSS and media assets.

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Split payments into cycles

Accept deposit payments

Configure your products to receive a set deposit. Cartfunnel will retain the customer’s billing information so you could bill the balance later.

Pre and Post payment upsells
Set upsell conditions

One click upsells

Show the right upsell offer during the checkout flow. Offer upsells both before and after payment has been made.

Recurring billing in Shopify
Charge later

Recurring billing done right.

Add subscriptions and recurring billing to your existing Shopify store. Use our built-in customer portal to allow customers manage their billing.

HTML Liquid templates
Liquid code

Customizable checkout pages

Easily make changes to your checkout pages to maximize for conversion. Change your font, colors, agree to terms, and more.