One click from the email
The email about the next delivery has buttons to skip or reschedule right away. The link works once and asks for no login.
Customer portal
Customer portal for subscriptions: customers handle it themselves
Skip a delivery, move the date, choose another flavour or change the address: your customer does it in the portal, without a password and without emailing your support team. You decide what is allowed.
- 10
- things customers handle themselves
- 3
- places: customer account, login link or own domain
- 0
- passwords to remember
- 3 languages
- Dutch, English and German
What your customer sees
A self-service portal that prevents tickets
Most questions about a subscription are the same: when does it come, can it be later, can it be different. The portal holds the answer and the button to arrange it.
Overview
The subscription at a glance
The customer sees what they get, what it costs and when the next deliveries come. Skip, pause and reschedule are right below.
- The next delivery and the two after it, with dates
- Change the quantity and add a one-time extra
- Pause for a number of months; resuming is always possible
- Reschedule up to the number of days ahead you allow
Changing
Change it without ordering again
A customer who wants another flavour or moves house does not have to cancel and start over. They change the subscription and keep their discount.
- Another frequency within the same plan
- Swap variant or product within the same plan
- Change the delivery address
- Renew the payment method: a new card or a new iDEAL mandate
- The latest orders with date, amount and status
Points
Points and rewards in the same place
When you use Customer Loyalty, the customer sees their balance, their tier and the rewards that are ready in the same portal. Redeeming a reward on the next delivery takes one button.
- Balance, tier and how far the next tier is
- Rewards with the number of points still needed
- How to earn: per euro, for a review, on your birthday
- A personal link to invite friends
Access
Three places for your customer portal
You choose one place or use them side by side. Everywhere the customer sees the same subscription and the same buttons.
| Place | How the customer gets there | Useful when |
|---|---|---|
| Shopify customer account | Logged in to their account, through the pages Subscriptions and Loyalty | Your customers already use Shopify's customer account |
| Portal in your store | Without a Shopify login: the customer asks for a login link by email | Customers have no account or forgot their login |
| Own portal | On your own subdomain, with a login link as well | You want one address in your brand, for subscription and points |
In your dashboard
You decide what customers may do themselves
Settings
Every action on or off
Not every store wants to allow the same. You switch on or off, per item, what customers may arrange themselves. Whatever is off, you still do for the customer in the dashboard.
- Pause, skip, reschedule, frequency, product, quantity and address
- A maximum number of days a delivery can move ahead
- Managing without a Shopify login, with a login link by email
- Cancelling on or off, with a reason and an offer to stay
Own domain
The portal on your own address
Switch on the own portal and customers log in on an address such as my.yourstore.com. You create one CNAME record with your domain provider for it. Until the domain is connected, the portal works on a Loyalo address.
- Logging in with a link by email, without a Shopify account
- Subscription, points, tier, rewards and codes on one page
- Logo, colours and rounding from your brand style
- You choose whether the buttons in emails go to this portal
Outside the portal
Customers can arrange it from the email too
The portal works together with the emails Loyalo sends. Often the customer does not even have to log in.
Emails in your brand
Confirmation, paused, resumed, cancelled, payment failed and the reminder for the next delivery, with your own logo and colours.
One-time extras
In the portal the customer adds a single product to the next delivery. You choose the products and the discount for subscribers.
Cancelling with an offer
Someone who wants to cancel picks a reason and gets a fitting alternative once: a discount, a skip or a pause.
Read more Good to know
The fine print, up front
A few rules you would rather know now than when a customer asks.
Setting up the customer portal- With a prepaid subscription the customer cannot pause, skip or reschedule themselves
- Swapping products works within the same plan; the discount stays
- Business customers see their company's standing orders in their customer account
- The portal, the emails and the blocks in your store share the same brand style
- Everything a customer changes is in the history of the subscription
Frequently asked questions about the customer portal
What is a customer portal for subscriptions?
A page where a customer manages their subscription themselves: pause, skip a delivery, move the date, choose another product, change the address or cancel. It saves your support team work and the customer does not have to wait for an answer.
Do customers need a password?
No. In the Shopify customer account they are logged in already. Outside it they ask for a login link with their email address and get into the portal with one click.
Can the portal be on my own domain?
Yes. You switch on the own portal and connect a subdomain of your website with a CNAME record. Until then it works on a Loyalo address.
Can customers swap products themselves?
Yes. In the portal customers swap variant and product, as long as the product is in the same subscription plan. They keep their discount.
Can a customer change something from an email?
Yes. The email about the next delivery has buttons to skip or reschedule right away, without logging in.
Can customers add single products to a delivery?
Yes. In the portal customers add an extra product to the next delivery. The extra ships on that delivery's order and is charged with it. After that it is gone again.
What happens when a customer wants to cancel?
The customer picks a reason and gets an offer once that fits it, for example skipping a delivery or a discount on the next deliveries. When they still choose to cancel, the subscription is cancelled and Loyalo keeps the reason.
Can I switch certain actions off?
Yes. Under Subscriptions > Settings you switch on or off, per action, what customers may do themselves, cancelling included. In the dashboard you can still do everything for the customer.
What does a business customer see?
Business customers see their company's standing orders in their customer account and can have an earlier order repeated.
Read on: Setting up the customer portalEmails and brand styleBlog: a customer portal that converts
Demo
Request a demo or a trial
In half an hour we show you how Loyalo works in your shop, or we send you an install link right away. The trial runs for 14 days and needs no credit card.
Let customers manage their own subscription
In a demo we walk through the portal the way your customer sees it, and the settings behind it.