Edit reasons in Customer Portal

In Cleverific, you can collect edit reasons from customers whenever they make changes to their orders in Customer Portal. These reasons are then included in the email notifications you receive after an edit, giving your team more context about why the change was made. This feature is disabled by default.

How it works

When this feature is enabled, customers are prompted to provide a reason right after they save their edits.

For customers

Once the edit is saved, customers will see a modal to fill in an edit reason.

For merchants

The edit reason will appear in the Customer Portal email notification sent to your team after the edit.

To ensure the most complete information, once this feature is enabled, these email notifications are sent five minutes after an edit is made, allowing customers time to include their reason before the email is delivered.