Customer Portal Walkthrough Customer Portal Walkthrough

Customer Portal Walkthrough

Tyler Yannes Tyler Yannes

Outline:


 

Overview

  • The customer portal is the main way a subscriber will manage their subscription
  • Once a subscriber has logged in once, Skio will keep them logged in on that device which makes it easier to manage their subscription in the future
  • Most subscribers will log into Skio with our passwordless login feature
    • When a subscriber types in their email address, they will be sent a 4 digit 2FA code to their email as well as texted this code to their phone number on file (if they have one)
  • Skio will automatically create and activate the account once a subscriber checkouts (say goodbye to account activation complaints from frustrated subscribers!) 

Customer Portal Actions

Logging In

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 Customer will log in to the customer portal from the login page

Skip Order

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          Click "Skip" and select the appropriate action from the drop down menu

Get Now

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          Click "Get Now" to process your next upcoming order immediately

Change Next Order Date

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          Choose "Next Order Date" and select the date

Updating Payment Method

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          Choose "Edit Billing" and select the appropriate payment method or add new card

Adding Products to a Subscription

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          Choose "Edit Products" and select the products you wish to add your subscription. Ensure frequency is set to "subscription." 

Adding 1-time Products to the Next Order

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        Choose "Edit Products" and select the products you wish to add your subscription. Ensure          frequency is set to "one time."

Creating Custom Shipping Intervals

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          Choose "Edit Frequency" and select the appropriate interval

Editing Shipping Address

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          Choose "Edit" under Shipping Information

Pause Subscription

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          Choose "Pause" to pause subscription indefinitely

Unpause Subscription

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          Choose "Unpause" to pause subscription indefinitely

Split Subscriptions

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          Select "Split Subscription" to split the subscription into multiple subscriptions

Note: "Split" does not support subscriptions with (i.e. the option does not appear for subs with)
- Any prepaid subscriptions
- Containing one-time upsell
- Surprise and delight products
- Discounts

 

 

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