administrar-mis-suscripciones

How to Manage Subscriptions

Subscriptions allow you to receive products regularly. However, your needs may change over time, and you may need to modify your subscriptions, such as adjusting the delivery schedule or updating payment information. This article explains how the customer portal lets you manage your subscriptions conveniently.

The Customer Portal

You can easily self-manage your subscription by accessing the customer portal. The portal can be accessed directly through a link without a login or password. Customers do not need to create an account or deal with login issues and forgotten passwords. There are two ways to access the portal: either receive a direct link via email or log in to your account.

How it works:

A corresponding widget is created in their customer portal whenever a customer subscribes to a product. This widget contains all the necessary subscription information and allows customers to manage it at their convenience. Subscriptions in the customer portal are organized by delivery frequency and purchase date. If a customer subscribes to multiple products on the same date with the same delivery frequency, they will appear under a single subscription widget with the same subscription ID.

How to Access the Customer Portal

There are two ways for customers to access their customer portal:

  1. Direct link via email: When customers subscribe to one of your products, they receive a subscription confirmation email with a link to their customer portal.
  2. Shopify account page: Customers can also access the customer portal from their account on your Shopify store. You can add the customer portal to your store account page from your Yotpo Subscriptions Store View page.

Please note: To ensure customer security, the link to the customer portal will expire after 6 hours. However, if the link expires, customers can request a new link to be sent to their email. Additionally, links related to payments are protected by two-factor authentication.

Viewing and managing subscriptions

Once customers access the customer portal, they will have various options to manage each subscription:

  • View subscription details: Customers can see the products they are subscribed to, the total price of their order (excluding shipping and taxes), and the subscription's delivery frequency and discount.
  • Next charge date: Customers can view the date when they will be charged for the next subscription order. Please note that the charge date is the same as the order date.
  • Skip upcoming orders: Customers can skip their next scheduled order if needed, such as when they are away or have excess stock.
  • Remove a product: Customers can remove a specific product from their subscription if they no longer wish to receive it.
  • Swap product: Customers can replace an existing product in their subscription with a different product from your available subscription offerings.
  • Apply coupon code: Customers can enter a provided coupon code to enjoy a discount on their upcoming subscription orders.
  • Update shipping address: Customers can update their shipping address to receive their future orders at a new location.
  • Update payment information: Customers can change the credit card associated with their subscription for automatic billing.
  • Cancel subscription: Customers can cancel their subscription at any time. Upon cancellation, they will receive an email confirmation.