Giving customers the ability to edit their subscription items improves flexibility, reduces cancellations, and increases overall satisfaction. To set this up, follow the steps below.
Step 1.
Log in to your Recurpay dashboard via the Shopify apps or with your Recurpay admin login credentials
Step 2.
On your Recurpay admin dashboard, navigate to settings
Step 3.
From settings, navigate to subscription policies, and click on the option to configure your subscription policy setting.
Step 4.
Under Subscription Policy Settings, choose the Edit Subscription Item option. Then select whether you want customers to be able to edit all products in your store or only the products with subscription options.
Advanced Setup
In case you want to restrict which items should show up on customer portal even if you have selected All products in subscription policy, you can do that via using product tags. This is an advanced customisation which will require technical expertise.
We add product tags on each card with class ".addon-product-wrapper" along with tags as an attribute data-product-tags. This can be used to hide and show the products accordingly via javascript.
Example use case: Hide products tagged with "clothing"
Navigate to Settings > General > Customer portal > Add custom javascript
function removeClothingCards() {
$('.addon-product-wrapper').filter(function () {
return ($(this).attr('data-product-tags') || '')
.toLowerCase()
.includes('clothing');
}).remove();
}
// Initial run
removeClothingCards();
// Watch for any DOM changes as well
const observer = new MutationObserver(() => {
removeClothingCards();
});
observer.observe(document.body, {
childList: true,
subtree: true
});
Need Help? If you face any issues during setup, reach out to our team at help@recurpay.com or start a live chat anytime for real-time assistance. We are available 24x7.