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Customer Portal

2 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.
  • Unpaid deferred-charge pre-orders show a ‘Pay Now’ option which links customers to checkout to pay off the pre-order early. Don’t worry, fulfilment won’t be released until you trigger it from PreProduct.

You can toggle these settings from the Setup screen, under the Customer Portal Settings heading.

customer portal settings

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.

Shopify order status page extension #

PreProduct supports a Shopify order status page extension that can be added from the Shopify Customize editor. All text is customisable and localised by default. Features include:

  • Display the order’s pre-order shipping statement
  • (Optional) Display a “pay early” button where customers can choose to charge the card on file or a different one
Shopify order status page extension
The grey notice area and “Pay early” button are added via the PreProduct extension

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