Cleverific Knowledge Base

Customer Portal

Customer self-serve order editing: how to install and customize settings

  • Preventing customers from increasing quantities exceeding a certain percentage in Customer Portal
  • Customer Portal triggers in Shopify Flow
  • Preventing customers from editing orders based on fraud risk level
  • Preventing customers from changing the shipping address in Customer Portal
  • Paying an outstanding amount in Customer Portal
  • Shipping address validation in Customer Portal
  • Allowing customers to edit their shipping method in Customer Portal
  • Preventing adding or editing products based on product tags in Customer Portal
  • Accessing Customer Portal with Checkout Extensibility as a customer
  • Automatically processing refunds after order edits in Customer Portal
  • Verifying and testing your Customer Portal setup
  • Using your FAQ to direct customers to Customer Portal
  • Language customization cheat sheet for Customer Portal
  • Automatically waiving small balance discrepancies in Customer Portal
  • Setting up the Thank You Page extension for Customer Portal
  • Authorization and automatic payment capture workflow with Flow
  • Updating the “View your order” button in your Shopify order confirmation template
  • Helping your customers use Customer Portal
  • Allowing customers to remove all items from an order in Customer Portal
  • Displaying Rebuy-powered product recommendations on the Order Status Page
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Categories

  • Getting started
  • Customer Portal
  • Upsells and Post-Purchase
  • Draft orders
  • Advanced Mode order edits
  • Quick Mode order edits
  • Order automation
  • Tutorials
  • Advanced settings
  • Send a payment request
  • Partners and Integrations
  • Troubleshooting
  • About Cleverific
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