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Customer Portal

1 min read

PreProduct offers a customer portal where customers can check on their pre-order. For Shopify stores, the customer portal will exist at www.mysite.com/apps/preorder_portal for other platforms, it’s better to solely rely on the links generated by the PreProduct app.

Customer portal links #

You can include a link to the customer portal in any of your PreProduct email templates using the {{ customer_portal_link }} variable.

You can find a customer’s specific portal link by locating their card in the customers or listing screen of PreProduct (“customer portal link” in the screenshot below)

customer portal link

Customer portal features #

  • Allow customers to view their pre-order at any time
  • Allows customers to view the most recent shipping statement
  • Customers can update the notes on their order
  • Customers can also cancel their own pre-order (email us if you want this option removed)
  • Customers can also their pre-order’s variant quantities.
  • Capture-only pre-orders show a payment link once payment emails have been triggered from PreProduct.
  • Unpaid deferred-charge pre-orders show a ‘Update payment method’ option which will send an email to the email address linked to that pre-order.

The customer portal’s header and logo inherit from your settings in PreProduct’s “setup” screen. The portal is translated automatically to the customers language.

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