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Customer Portal v2

Build amazing and unique customer membership experiences

Give subscribers a branded place to manage upcoming orders, invoices, products, delivery timing, and subscription details without sending them through a generic self-service flow.

Benefits and features

Branded membership experiences

Placeholder copy for explaining how merchants can make the portal feel like part of their own storefront and membership program.

Customer self-service

Placeholder copy for subscription, order, invoice, payment, and account actions customers can handle themselves.

Flexible templates

Placeholder copy for Liquid templates, reusable components, and custom portal layouts.

Preview before rollout

Placeholder copy for testing portal changes, previewing template packages, and publishing when ready.

Shopify data and account entry

Placeholder copy for bringing Shopify storefront data, customer metafields, and account portal entry points into the experience.

Built for subscriptions

Placeholder copy for recurring orders, delivery timing, product swaps, add-ons, and subscription lifecycle controls.

Migrating legacy Self Service Center content

When Customer Portal v2 is rolled out for a project, legacy Settings > Self Service Center content blocks no longer control the new customer-facing pages. Custom content that was previously configured in the legacy Self Service Center needs to be recreated in the Customer Portal template that renders that page. For example, if you previously used a legacy Self Service Center promotion block on the dashboard, move that logic into Customer Portal > Templates > dashboard.liquid. Save a new template version, preview it with a real subscription, and publish the version when you are ready for customers to see the change.