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Customize your customer portal with the Portal Editor

Watch how to change the texts, switches and colors of your customer portal with the Portal Editor.

This video is for stores whose Customer Portal page has a Portal Editor tab. In your Shopify admin, open Appstle Subscription, then Customer Portal. Click the Portal Editor tab, then click Customize portal.

What this video covers

  • The Customer Portal page: the portal preview on a computer and a phone, and where customers find the portal, its look and its languages.

  • The editor's top bar: the page you edit, the Showing menu (Active, Paused, Canceled, Prepaid, bundles and fixed billing schedules), Special cases, search, the phone and desktop views, the language menu and More actions (Replace a word, Export CSV, Import CSV).

  • The side panel: Pages, Features, Look and Settings, and how to widen it.

  • Editing in the preview: click a button to get its switch, text, Secondary buttons color, related settings and popup in one place, then see each step of the popup: Popup, If it works and If it fails.

  • Changing a text, saving it, and seeing it in the customer's portal.

In short

  • Click anything in the preview to edit it.

  • A text that appears in more than one place changes everywhere when you change it here.

  • Save lights up once you change something. Discard throws away changes you haven't saved.

  • Customers see the saved text the next time they open or refresh their portal.

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