Customer Portal improvements for stores using Multiple Payment Methods!

Multiple payment methods is now generally available for all merchants and we have launched a number of improvements to the customer portal experience focused on making it easier than ever for customers to make payment and shipping address updates. 

What’s new?

  • When customers make a shipping address change or payment method change to one of their subscriptions, they are prompted to make the change for all other associated subscriptions OR the single subscription.
  • If customers want to adjust the shipping address or payment method on file from the subscriptions page and they don't see the option they are looking for they are prompted to add a new one.
  • If customers have multiple payment methods on file they can bulk move subscriptions from one payment method to another.
  • Improved handling for when a customer has no payment method or shipping address on file and improved error handling overall
  • Shipping and payment information is updated separately.
  • New translations are available for any of the new out-of-the-box text, to empower merchants to create a cohesive brand voice throughout the customer portal.

Note: A new theme engine version will be released shortly.

Availability:

  • Multiple payment methods are the default for all new stores
  • Shopify Checkout: Generally available and the default for all stores
  • Migrated Shopify Checkout: Generally available and the default for all stores
  • Recharge Checkout on Shopify and BigCommerce: Generally available, if you are using a customer portal that supports Single Payment Methods reach out to support if you would like to upgrade!  

Where can I learn more?

For more information on how to get started, check out our support documentation here

Force Shopify customer account logins

All Shopify merchants can now opt-in to an additional security feature that requires customers to log in to their Shopify customer account before gaining access to their Recharge customer portal. 

Previously this setting was only available based on request and was called `Force customer portal accounts (Shopify - Recharge Checkout only)`. We have renamed it to improve clarity and to account for all Shopify merchants.

Next time you visit your customer portal settings, if your customer portal location is set to `Embedded in platform storefront` you will have the option to enable the `Force Shopify customer account logins` setting under your customer portal control settings. 

How does it work?

  • This setting is disabled by default.
  • When this feature is enabled, we will continue to generate the customer portal URL with the security token as we do today. However, to access the customer portal, the customer will be required to log in to their Shopify account.

    • If the customer is already logged into their Shopify account, they will be redirected to the customer portal.
    • If the customer is not logged in, they will be required to log in before being able to access the customer portal.
    • If the customer does not have a Shopify account, they will be required to create one and log in before being able to access the customer portal. 
  • Theme Engine out of the box support will be available in a future release. In the meantime, Theme Engine users can contact Recharge Support to get the files they need to use this feature. 
  • Note: It is important to ensure your Shopify account settings are set to optional or required.

To learn more, visit support documentation here.

Cart attributes now supported with Shopify Checkout!

All merchants using Recharge with Shopify Checkout Integration (SCI) now have the ability to capture/manage cart attributes (also referred to as ‘order attributes’). 

Cart attributes are custom form fields that merchants can use to request a variety of information from customers during checkout. With Recharge, merchants can now: 

  • View, add, or edit cart attributes in the Recharge merchant portal 
  • let Recharge ensure that the updated cart attributes make their way into the subscription contract in Shopify and therefore, the future recurring orders. 

Note: To fully utilize this feature with Recharge, merchants must enable cart attributes in their Shopify storefront theme as well. 

To learn more, please view our support documentation here

New and Improved Revenue KPI dashboard

All Recharge Pro merchants now have access to the updated Revenue KPIs dashboard. This update adds more filters and detailed insights to the dashboard and addresses bugs.

What’s new?

  • Redesigned dashboard for additional data clarity
  • Redefined Customer Categories that compare Onetime Only customers with Subscription customers
  • Filter for date granularity, customer created date, custom date ranges and to “Include Onetimes”
  • Order Sequence metric now includes the first 6 orders, updated label for “Churned” and additional Drill Down capability
  • Added “Active (No Order)” status for active subscriptions with orders at a future date after the report was run
  • Bug fix to address duplicate records in Gross Sales for some merchants

To learn more about the Revenue KPI dashboard, check out our product support documentation

RechargeSMS: Redesigned Onboarding Experience!

RechargeSMS has a completely redesigned onboarding experience, featuring a streamlined walkthrough process, SMS status indicators, and UI elements built to make activation guided, friendly and fast.

What’s new?

  • Short and sweet — We’ve reduced the process to 2 main stages + one-click activation
    • Enable Features, Format Products, & Activation
  • New UI Element — A guiding companion to get merchants through onboarding (and more - coming soon 😉)
    • Explains each step and reinforces with feedback
  • New Status Indicator (red, yellow, green)
    The new Messaging Limited (yellow) status will inform merchants that they only have a test segment on - they need to turn on their opt-in to activate, offering more clarity on service status.

How does it work?

  • When a merchant installs RechargeSMS, they will be greeted by a new UI element that sits at the bottom left of the screen, inside the sidenav. They can move through onboarding by clicking the CTA at the bottom.
  • They can enable our recommended features with just a click or explore on their own.
  • Merchants will be prompted to import their products and format titles.
  • Lastly, they can either turn on their opt-in to activate SMS or start with a test segment first.
    • RCS and SCI stores at this stage see slightly different UI

Please visit our documentation to learn more: Support Article

Shopify 2.0 Subscription Widget is now in open Beta


Merchants looking to use a Shopify 2.0 theme can now install or upgrade to our new Shopify 2.0 Subscription Widget.


Feature highlights 

  • Quick and easy setup 
  • The ability to drag and drop the position of the widget 
  • Leverages Shopify's app block sections
  • No coding required 
  • If you are upgrading you can install it on an unpublished 2.0 theme to avoid any downtime

Availability

  • Merchants using the Shopify Checkout integration or the Migrated Shopify Checkout Integration
  • You can upgrade as soon as you have an unpublished or published 2.0 theme installed on your Shopify store. 

Not sure which checkout is in use for your store? Follow the simple steps here to find out. 

To learn more, visit support documentation here.

Cart Notes now available with Shopify Checkout Integration

All merchants using Recharge with Shopify Checkout Integration now have the ability to capture/manage cart notes (custom free form text field) for an order and add it to the customer's subscription contract in Shopify. 

Cart notes can be

  • added by a customer in their cart before checkout OR
  • viewed, added, or edited by the merchant through the Recharge merchant portal
This field can be used flexibly in a variety of scenarios such as:
  • packaging or delivery instructions
  • feedback on experience
  • special instructions / additional information
  • and much more!
Note: To fully utilize this feature with Recharge, you must enable ‘cart notes’ in your Shopify portal as well.

Cart notes are also supported for merchants using Recharge Checkout with Shopify or BigCommerce. 

To learn more, visit our support documentation here.

Multiple payment methods support is coming to your store!

All merchants using Recharge will soon be able to let their customers manage multiple payment methods for their account.This feature enables several enhancements such as:
  • Streamlined UX to let customers view/add unique payment methods per subscription such as PayPal, Apple Pay, Credit cards, etc.
  • Ability to assign a payment method to a specific address
  • Reduce friction by automatically displaying payment type and the last 4 digits of payment card
  • An improved UI experience to the shipping, billing, and subscription pages on the Recharge customer portal
At launch, the feature can be accessed through:
  • Merchant portal for admins
  • Customer portal standard themes (Novum & Prima) and custom themes built on the Theme Engine (v4.0.0 or above)
IMPORTANT: This feature is being rolled out in phases and will soon be available with your store if not already enabled.

To learn more, visit our support documentation here.

RechargeSMS: Cart Opt-in for Shopify Checkout

RechargeSMS is now available for Shopify Checkout! Merchants using Shopify Checkout can now deploy a fully customizable opt-in widget on their cart page, allowing subscribers to opt-in to transactional SMS messages in the purchasing journey.

What's new?

  • A cart opt-in card has been added to the RechargeSMS dashboard for merchants on Shopify Checkout. 
  • After clicking, the cart opt-in card will prompt merchants to enable the cart opt-in and customize the tool. 
  • Once the opt-in has been enabled, RechargeSMS will automatically inject the widget into the merchant’s Shopify theme based on the default placement and colors chosen in the customization phase. 
  • Should a merchant wish to manually change the placement or coloring, a walkthrough video has been created to provide instruction on implementation.

Please note: Merchants who have converted, or are in the process of converting from Recharge Checkout to Shopify Checkout will no longer be able to display the SMS opt-in on their checkout page, and will have to deploy the cart opt-in for their store. 

Current subscribers and tool functionality will not be affected with this launch. The only functionality changing will be where customers can opt-in, in the purchase journey.

Be sure to visit our documentation to learn more: Support Article

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