Customer portal
Customer portal is a powerful tool to help you manage, retain, and grow your subscription business. It’s the place where your subscribers can take key actions, like skipping an order, adding one-time items to their next delivery, updating their delivery address, adding discount codes, and a lot more.
With Loop Subscriptions, you get an insanely customizable and personalizable customer portal, built with smartphones in mind. Our customer portal is fast, responsive, and quick to support your brand missions.
Customer portal accessibility
Customer portal preferences
Swap settings for Customer portal
Customer portal theme settings
Customer portal extension features
Related articles
Need help?
First things first, the best subscriber experience is the one that’s easiest to access. Enable the passwordless subscription login page and make sure it’s added to your Shopify store’s header. This way, your subscribers can quickly find and manage their subscriptions without any friction.
Enable this by navigating to Loop > Customer portal > Accessibility. Copy the Subscription login page URL & paste it in your store header as Manage subscriptions button.
Subscriptions Login page: This page lets your customers access and manage their subscriptions without needing to create an account or remember passwords. Easy, fast, and friction-free.
Using these preference settings, you can decide exactly what actions your subscribers can take on the customer portal. With Loop’s super configurable customer portal, you can enable or disable actions like skip, swap, cancel and more, just with the flick of a switch. Make the experience self-serve and reduce customer tickets regarding subscription management!
Navigate to Loop > Customer Portal > Preferences to configure these settings.
Customer Portal Preferences Overview: Below is a table describing all the action preferences available to subscribers. These preferences are grouped into 7 main categories in the Loop app UI.
Configure how the swap products flow should work on the customer portal using these settings. You can learn more about swap products use case using this article link here.
There are 4 key settings here to help you set up the swap products flow effectively.
Master Permission Settings: A simple toggle to enable or disable the swap option on the customer portal.
Discount Settings: Decide how discounts should be applied when a subscriber swaps to a different product.
Product Swap Settings: Define which products are eligible for swap. You can allow all products, only variants of the same product, products with the same product type, or a custom product list.
Excluded Products Settings: Products added to this list will be excluded from swap options, even if they fall under the eligible swap settings above. This setting overrides all other swap rules.
A very powerful feature to customize your customer portal to fit in with your brand statement. Just like Shopify store themes, you can create different themes and publish them with just one click, whether it's for a BFCM sale, Christmas, or any special occasion.
You can customize every little detail of your theme by clicking on "Customize button". A new interface will open with options to customize the layout, styles, custom JS, and tests of your customer portal.
Layout settings: Customize the skeleton of your customer portal's "Subscription listing page" and "Subscription details page" in this section. All you have to do is just drag and drop standard components already available. Please note that the final layout may differ from the layout shown here, depending on the customer preferences set in the preference settings.
You can create a new section and can add variables based on customer, store, or subscription-based properties.
Using this custom section, you can add newly launched product banners, add subscriber's exclusive content links, add subscription FAQ links, add news like inventory stock-out situations, store temporarily closed, etc. to keep subscribers informed and take relevant actions.
Styles settings: Customize the colors of every piece shown on the customer portal, from being to simple texts to error message block colors. You can also add custom CSS at the bottom of this section.
Custom JS section: In this section, you can add JS code to extend the functionality of our customer portal. For example, if I want to hide the edit button from one of the subscription products for subscribers in certain provinces, then this is your playground. You can reach out to our support team in case you need help in this part.
Texts settings: In this section, you can edit every piece of text shown on the customer portal, whether it’s success messages, button labels, or any action-related text. Total control, down to the last word in your language or localisation.
In this section, we will walk through some powerful features Loop has for growing your subscription business by boosting AOV & LTV.
Cancellations flows: As a brand, you would never want to lose your subscribers who are already using your product. Cancellation flows by loop retention engine empower brands to reduce cancellations and increase the average number of successful orders placed per subscription.
Learn how to set up cancellation flows here.
Upsell: Upsell in subscriptions refers to the practice of offering additional products or services to a subscriber who has already subscribed to a product or service. This can be a way for businesses to increase revenue by convincing existing customers to upgrade or add on to their current subscriptions.
Loop provides a powerful upsell section that allows you to offer personalised upsell and upgrade options with granular customizations by creating profiles based on cohorts to drive revenue and provide value to the subscribers.
For example: You are a brand selling protein powders and you want to give subscribers with more than 5 pounds pack a shaker on 85% discount. You can simply create a profile in Loop app to achieve the use case.
Learn how to set up and configure the Upsell section on Customer portal.
Here are some related articles that may offer additional insight and context.
Upsell engine
Subscription upgrades
No worries - we're here for you!
If you have any questions or need assistance, feel free to email us at support@loopwork.co or chat with us using the support beacon at the bottom right of your screen.
Regards,
Loop Subscriptions Team 🙂
Return to top
With Loop Subscriptions, you get an insanely customizable and personalizable customer portal, built with smartphones in mind. Our customer portal is fast, responsive, and quick to support your brand missions.
In this article
Customer portal accessibility
Customer portal preferences
Swap settings for Customer portal
Customer portal theme settings
Customer portal extension features
Related articles
Need help?
Customer portal accessibility
First things first, the best subscriber experience is the one that’s easiest to access. Enable the passwordless subscription login page and make sure it’s added to your Shopify store’s header. This way, your subscribers can quickly find and manage their subscriptions without any friction.
Enable this by navigating to Loop > Customer portal > Accessibility. Copy the Subscription login page URL & paste it in your store header as Manage subscriptions button.
Subscriptions Login page: This page lets your customers access and manage their subscriptions without needing to create an account or remember passwords. Easy, fast, and friction-free.
Customer portal preferences
Using these preference settings, you can decide exactly what actions your subscribers can take on the customer portal. With Loop’s super configurable customer portal, you can enable or disable actions like skip, swap, cancel and more, just with the flick of a switch. Make the experience self-serve and reduce customer tickets regarding subscription management!
Navigate to Loop > Customer Portal > Preferences to configure these settings.
Customer Portal Preferences Overview: Below is a table describing all the action preferences available to subscribers. These preferences are grouped into 7 main categories in the Loop app UI.
| Preference | Description |
|---|---|
| Create subscription | Allow subscribers to create new subscriptions directly from the portal. |
| Apply discounts | Let subscribers apply discount codes (including multiple ones) as configured in Shopify, with limits. |
| Edit billing/delivery schedule | Enable subscribers to edit their billing/delivery intervals and automatically recalculate discounts. |
| Charge on resume | Trigger charge immediately when a subscription is resumed. Options to control this behaviour. |
| Reactivate subscription | Allow subscribers to reactivate cancelled subscriptions and optionally charge them on reactivation. |
| Merge subscriptions | Let customers merge subscriptions to save on shipping costs. |
| Add/edit order notes | Allow customers to see and edit notes on their subscription orders. |
| Pause subscription | Allow pausing/resuming subscriptions from the portal. |
| Pause subscription intervals | Add available pause durations for subscribers with custom durations & smart pause logics. |
| Place order | Enable subscribers to place the upcoming order immediately and optionally prepone future orders. |
| Skip order | Let subscribers skip upcoming orders and optionally restrict how many can be skipped consecutively. |
| Delay order | Allow subscribers to delay an order while maintaining consistent intervals for future orders. |
| Reschedule order | Give subscribers control to reschedule orders within a defined interval. |
| Last order details | Show last order date to help avoid duplicate orders. |
| Edit/remove products | Let subscribers remove products one-time, remove completely (if at least 1 remains), or change quantity. |
| Minimum order value | Prevent product removal if the order value goes below the configured minimum value. |
| Update payment method | Let subscribers update payment methods and optionally trigger a charge if the last payment failed. |
| Change payment method | Allow switching between multiple saved payment methods. |
| Update delivery address | Let subscribers update their delivery address from the portal. |
| Change pickup location | Enable subscribers to select a different pickup location (if available). |
| Change delivery method | Let subscribers switch between shipping, pickup, or local delivery. |
| Maximum orders per day | Set a limit on the number of orders allowed per subscription each day to prevent abuse. |
| Maximum quantity per item | Restrict how many units of a product can be added or updated in a subscription. |
Swap settings for Customer portal
Configure how the swap products flow should work on the customer portal using these settings. You can learn more about swap products use case using this article link here.
There are 4 key settings here to help you set up the swap products flow effectively.
Master Permission Settings: A simple toggle to enable or disable the swap option on the customer portal.
Discount Settings: Decide how discounts should be applied when a subscriber swaps to a different product.
Product Swap Settings: Define which products are eligible for swap. You can allow all products, only variants of the same product, products with the same product type, or a custom product list.
Excluded Products Settings: Products added to this list will be excluded from swap options, even if they fall under the eligible swap settings above. This setting overrides all other swap rules.
Customer portal theme settings
A very powerful feature to customize your customer portal to fit in with your brand statement. Just like Shopify store themes, you can create different themes and publish them with just one click, whether it's for a BFCM sale, Christmas, or any special occasion.
You can customize every little detail of your theme by clicking on "Customize button". A new interface will open with options to customize the layout, styles, custom JS, and tests of your customer portal.
Layout settings: Customize the skeleton of your customer portal's "Subscription listing page" and "Subscription details page" in this section. All you have to do is just drag and drop standard components already available. Please note that the final layout may differ from the layout shown here, depending on the customer preferences set in the preference settings.
You can create a new section and can add variables based on customer, store, or subscription-based properties.
Using this custom section, you can add newly launched product banners, add subscriber's exclusive content links, add subscription FAQ links, add news like inventory stock-out situations, store temporarily closed, etc. to keep subscribers informed and take relevant actions.
Styles settings: Customize the colors of every piece shown on the customer portal, from being to simple texts to error message block colors. You can also add custom CSS at the bottom of this section.
Custom JS section: In this section, you can add JS code to extend the functionality of our customer portal. For example, if I want to hide the edit button from one of the subscription products for subscribers in certain provinces, then this is your playground. You can reach out to our support team in case you need help in this part.
Texts settings: In this section, you can edit every piece of text shown on the customer portal, whether it’s success messages, button labels, or any action-related text. Total control, down to the last word in your language or localisation.
Customer portal extension features
In this section, we will walk through some powerful features Loop has for growing your subscription business by boosting AOV & LTV.
Cancellations flows: As a brand, you would never want to lose your subscribers who are already using your product. Cancellation flows by loop retention engine empower brands to reduce cancellations and increase the average number of successful orders placed per subscription.
Learn how to set up cancellation flows here.
Upsell: Upsell in subscriptions refers to the practice of offering additional products or services to a subscriber who has already subscribed to a product or service. This can be a way for businesses to increase revenue by convincing existing customers to upgrade or add on to their current subscriptions.
Loop provides a powerful upsell section that allows you to offer personalised upsell and upgrade options with granular customizations by creating profiles based on cohorts to drive revenue and provide value to the subscribers.
For example: You are a brand selling protein powders and you want to give subscribers with more than 5 pounds pack a shaker on 85% discount. You can simply create a profile in Loop app to achieve the use case.
Learn how to set up and configure the Upsell section on Customer portal.
Related articles
Here are some related articles that may offer additional insight and context.
Upsell engine
Subscription upgrades
Need help?
No worries - we're here for you!
If you have any questions or need assistance, feel free to email us at support@loopwork.co or chat with us using the support beacon at the bottom right of your screen.
Regards,
Loop Subscriptions Team 🙂
Return to top
Updated on: 23/06/2025
Thank you!