Customer Portal Quickstart

To turn on Customer Portal, you need to enable Customer Portal in your settings and add a snippet to your Shopify order status page. Customer Portal is not turned on by default.

This article will show you how to:

1. Enable Customer Portal in your settings.
2. Find the snippet in your Customer Portal Settings.
3. Add the snippet to your Shopify order status page.

4. Verify your setup

Enable Customer Portal in your settings

1. Go to Apps > Cleverific Order Editor.

2. Click the Customer Portal link to access your Customer Portal Settings.

   

3. Next to Customer Portal Settings, turn on the Enable Customer Portal switch.

   

   
   

Find the snippet in your Customer Portal Settings

1. In your Customer Portal Settings, navigate to the bottom of the page to the Install Customer Portal section.

   

2. In the Copy the install snippet section, click to copy the snippet.

   

Add the snippet to your Shopify order status page

1. In your Shopify Admin, go to Settings > Checkout

   

2. Navigate to Order status page.

   

3. In the Additional scripts field, paste the snippet.

   

4. Click Save.

Verify your setup

1. In your Customer Portal settings, navigate to the Install Customer Portal section. 

   

2. Under Verify your setup, click Create a test order. 

   

3. Open the email confirmation you've received.

4. Click View your order.

   

5. On the order status page, under the Change Order section, click Edit order.

   

6. If you see your order details and the ability to change them, then you have just successfully set up Customer Portal!