A Customer Portal will allow any customer with a successful order to log into the portal with their email address and orderId and will display all the past orders tied to their customer profile. If the customer has a subscription, you can provide an option to pause, cancel, or restart the subscription. If the subscription is cancelled, the customer will still be able to log into the portal. You can also offer more products for the customer to purchase against their default card on file*.
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There are two
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ways to create a customer portal (without a plugin) in CheckoutChamp:
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1. Create a new funnel
When creating your own customer portal, the easiest way is to click “Create Sales Funnel” from the dashboard:
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The second method for creating a customer portal is to add all the necessary pages from the Membership folder into your existing funnel and create your own routingthe arrow routings like you see in the examples above.
Written instructions coming soon! Please reach out to your account manager for assistance!