Overview

The Customer Portal is where your subscribers manage and view their subscription contracts. From here, merchants can control which self-service actions are available and customize the look and feel of the portal.

Definition

Customer Portal Management lets you turn merchant-approved self-service actions on or off for your subscribers (skip, swap, pause, etc.) and tailor the portal’s branding, copy, and layout to match your store.

Key benefits

• Empower your subscribers: Let customers skip, pause, swap, and more—reducing support tickets and churn.
• Maintain brand consistency: Match portal colors, borders, and text to your storefront for a seamless experience.
• Control subscriber experience: Enable or disable exactly the actions you want customers to take—no surprises.

Key details

Customer Portal Permissions

Navigate to Customer Portal in the Recurly Commerce app to toggle subscriber actions:

1. Shoppers can skip: Allow customers to skip their next delivery without canceling their subscription—perfect for vacations or paused usage.
2. Shoppers can change renewal date:Let customers move their next charge/delivery date up to their upcoming shipment.
3. Shoppers can change quantity: Enable quantity adjustments—special discounts recalc automatically.
4. Shoppers can change cadence: Allow delivery frequency changes within the plan’s available options, so customers adapt to their lifestyle.
5. Shoppers can swap products: Give subscribers the ability to swap SKUs within the same subscription plan, driving experimentation without churn.
6. Shoppers can pause / un-pause: Offer indefinite or limited-cycle pause functionality, configured by you, to retain customers during gaps in need.
7. Shoppers can gift next delivery: Turn on gifting so subscribers can send an upcoming order to a friend instead of themselves.

Stylize the Customer Portal

Under the same Customer Portal tab, select a template and adjust:

• Colors & borders: Align portal UI with your branding.
• Copy edits: Update button text or instructions—reach out to your CSM for deep copy changes.
• Live preview: Click Save and set live to instantly apply updates.

Still need help or have questions about further customizations? Contact [email protected].