Overview
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 sPopularCompliance with California Automatic Renewal Law (ARL)
Loop Subscriptions always respects and recognizes the merchant's priorities of being legally compliant with any new law introductions or amendments to the existing ones. Contents of the article : Understanding the law How is Loop helping the merchants stay compliant? Minimum charge cancellation Cancellation permissions CancellaPopularAccess subscriptions on Shopify customer accounts
Loop Subscriptions integrates with both Shopify (new) customer accounts as well as legacy customer accounts. This guide will help you setup this integration for (New) Customer accounts Legacy customer accounts Shopify (new) customer accounts Shopify launched (new) customer accounts experience to allow a passwordless login experience for customers. How does Loop integrate with Shopify (new) customer accounSome readers
Subscription actions
Apply Discounts
Offering a discount can attract new subscribers, especially if the product is new or unfamiliar to the customer. Subscription deals for multiple products offered at discounted prices can encourage customers to purchase more. This article will cover How to apply discounts on an order from Loop Customer Portal How to apply discounts on an order manually from the Loop admin portal (5-apply-discounts-on-orders-from-loop-adminFew readersChange delivery frequency
Sometimes, the customer may have to change their delivery frequency. This can be due to various reasons. To provide a seamless customer experience, it becomes vital that the customers can make such changes on their own and don’t need to write an email or contact your support team for the same. With Loop’s functional and easy-to-use customer portal, your customers can choose the delivery frequency they want by themselves. How to access this setting? Step 1: Go to Loop App → CustFew readersPause/Resume subscription
Several factors may lead an individual to consider pausing a subscription. These include incomplete utilization of the previous product, personal travel commitments, temporary financial constraints, seasonal usage preferences, or other personal circumstances that require a short-term suspension. Loop offers a range of options that enable both you and your customers to easily Pause or Resume a subscription in accordance with their specific requirements. This article will guide you throuFew readersCancel subscription
Cancelling a subscription should be just as easy as starting one. Customers might choose to cancel for many reasons: they're pausing purchases, no longer need the product, or simply trying something new. With Loop, cancellations can be managed from both the customer portal and the admin portal, no emails or support tickets required. This flexibility builds trust and gives customers confidence that they're in control of their subscription experience. In this article Common reasonSome readersReactivate subscription
A customer may decide to reactivate a previously cancelled subscription for several reasons, such as finding continued value in the product or service, resolving temporary financial or personal issues that had earlier interrupted their subscription, or receiving a special incentive or promotion encouraging them to return. Reactivation helps maintain long-term customer relationships and offers a seamless way to bring back loyal subscribers without requiring them to set up a new subscription fromFew readersMerge subscriptions
Managing multiple subscriptions with different billing cycles, shipping dates, or products can quickly become confusing for customers. It can also lead to increased shipping costs and unnecessary complexity in their subscription experience. Customers may want to merge subscriptions for various reasons. Align delivery dates for convenience Reduce shipping fees by combining deliveries Manage fewer subscription records Maintain consistency in billing frequency and address With Loop, custFew readers
Order actions
Place upcoming order
The “Charge now” or “Order now” option enables consumers to place an order immediately in the event of pressing needs. The order is immediately billed, and the subsequent charges are rescheduled according to the subscription’s billing cycle. Logic behind the charge order function There are multiple ways to place an order on loop. How to place an order from Loop Customer Portal How to plaFew readersReschedule an upcoming order
There are many reasons why someone would need to reschedule an upcoming order, including not having finished the previous product, they’re out of town, or they might have some personal reasons. How to reschedule an order from Loop Customer Portal How to reschedule an order manually from Loop admin portal What happens to the future billing dates ? (6-what-happens-to-the-future-billingFew readersDelay order
Customers and merchants can leverage the Delay next order functionality made available on Loop to ensure that the customer's next order is placed at the right day as How to delay an order from Loop Customer Portal How to delay an order from the Loop admin portal Need help? If a delay is applied to the current order, Skipped upcoming orders are not taken into account, and the forthcoFew readers
Product actions
Swap products
Swapping a product in a subscription plan allows customers to easily change the product they receive without canceling their subscription. This feature is particularly useful when a customer wants to try a new product or has a change in preference. By swapping products, customers can maintain their subscriptions while also enjoying the flexibility to customize their orders according to their needs. Swap a subscription product from the Customer Portal Customers can swap a subscriptionFew readersMinimum order value
To enhance the customer experience and ensure that the order fulfillment process remains efficient, our system can be configured to allow customers to remove products from their orders only if the total value of the remaining items meets or exceeds the predetermined minimum amount. By implementing this minimum order value requirement, we are able to strike a balance between accommodating customer preferences and ensuring optimal operational efficiency. Note: This setting if configured prevenFew readers
Payment actions
Update payment details
A customer may update their payment method for similar reasons as changing the payment method, such as their credit card expiring, losing access to their original payment method, or simply wanting to use a different form of payment. Additionally, a customer may update their payment method if they encounter issues with their original method, such as declined transactions or difficulty with the checkout process. Some customer may also update the payment method to take advantage of a promotion orFew readersChange payment method
Customers may change their payment method for various reasons, such as their credit card expiring, losing access to their original payment method, or simply wanting to use a different form of payment. Additionally, customers may change their payment method if they encounter issues with their original way, such as declined transactions or difficulty with the checkout process. Some customers may also change their payment method to avail of the offer or discount currently available in specific paFew readers
Shipping actions
Update shipping details
Customers may update their shipping address for various reasons, such as moving to a new location, temporarily staying at a different address, or providing an alternate shipping address for a gift or surprise. Some customers may also update their shipping address if they find that their original shipping address needs to be entered correctly, and they want to ensure that their order is delivered to the correct location. Contents of the article How to update the shipping address fromFew readersUpdate shipping address and method
How to update the shipping address with this method? Before a customer can change the shipping address/method from the customer portal we need to make sure the following settings are enabled as shown in the figure below - The settings can be found by heading to Customer Portal Preferences Delivery method details. Once the setting - "Update delivery address" is enabFew readers