Setting up Customer Portal extensions with Shopify Customer account extensibility

Shopify’s Customer Accounts Extensibility allows UI extensibility for apps to extend the functionality of existing customer account pages, such as the order status page. With Cleverific, you can add customer self-serve editing extensions to the order status page via your Shopify Checkout editor. This article will show you how.

Available Customer Portal extensions

Below is the list of extensions available to add to New Customer Accounts.

1. Change order block: Adds a “Change order” section to the order status page. This allows your customers to change their shipping address, edit their order, or cancel it directly from their Order status page. It will also display the editing window.

2. Change shipping address menu item: Adds the ability to change the shipping address via the “Manage” menu on the upper right.

3. Cancel order menu item: Adds the ability for your customers to cancel their own orders via the “Manage” menu.

4. Edit order menu: Adds the ability to edit the order items via the “Manage” menu on the upper right.

If you disable “Allow customers to cancel their orders” in your Customer Portal settings, "Cancel order" will still be displayed, but your customers won’t be able to cancel their orders. If the order is cancelled, "Cancel order" will still be displayed as well.

5. Edit item: Adds the ability for your customers to edit each item directly from the order summary. This includes changing quantity, variant, or entirely removing the item.

Change order block (new tab): Adds a “Change order” section to the order status page, allowing customer to access Customer Portal and edit their orders in a new window.

With this extension installed, you can allow customers to add items to their orders or change their shipping method.

Requirements

• Your store must be fully upgraded to Shopify's Checkout Extensibility This includes Checkout pages, Thank you, and Order status pages.

• Shopify Customer account UI extensions are only supported on customer accounts. Legacy customer accounts do not support customer account UI extensions.
• Your store should not be password-protected. The nature of a customer account extension requires a specific login and authentication mechanism, which is not possible if your entire store is password-protected.

Add Customer Portal extensions

1. In your Shopify admin, go to Settings > Checkout > Configurations.
2. Click Customize.

3. Click the dropdown at the top of the page and select Order Status.

4. In the left column, click the Apps icon.

5. Under Cleverific Order Editor, you will see the Customer Portal extensions that can be added.

6. Click the + icon to add the Customer Portal extensions and select the action(s) available under "Add to" or "Add action to" for each extension.

You will see a preview of each extension on your checkout editor page.

8. Click Save.
9. Once you've tested your setup, return to your Customer Portal settings and click the Turn On button.

This final step enables customers to start editing their orders. Without this step, the extensions will show on the order status page but won't be active.

Verify your setup

1. Navigate to Apps > Cleverific Order Editor > Customer Portal settings.

2. In the Enable Customer Portal section, under Create test order to verify Customer Portal setup, click the Create a test order button.

Note: While Customer Portal is disabled, you can only test your extensions with orders created by our test order generator.

3. Click View test order.

4. If you see your Customer Portal extensions on the order status page, then you have just successfully set up Customer Portal with Customer Account extensibility!

Feel free to test your setup and edit a test order to ensure everything works properly.

If you have any questions or need setup assistance, please email us at support@cleverific.com!