Customer Portal
The Gro customer portal gives your subscribers self-service access to manage their subscriptions without contacting support. It’s embedded directly in your Shopify storefront, so customers stay within your brand experience.
Key Features
Section titled “Key Features”- View subscriptions — customers see all their active, paused, and cancelled subscriptions
- Manage deliveries — view upcoming orders, skip deliveries, or reschedule
- Update box contents — change Build-a-Box selections for the next delivery
- Swap products — swap to another variant, or to a different product if you allow it
- Add extras — browse and add upsell products as one-time or recurring items
- Update payment — redirect to Shopify’s payment method update flow
- Cancel or pause — with optional retention offers
- Reactivate — restart cancelled subscriptions with optional winback offers
- Referrals — view and share referral codes
- Store credit — their balance, what comes off their next order, and their credit history
How It Works
Section titled “How It Works”The portal runs as a Shopify App Proxy, meaning it’s accessible at your-store.com/apps/gro/portal/. It inherits your store’s theme layout, so the portal feels like a native part of your storefront.
Authentication
Section titled “Authentication”Customers are authenticated automatically when they’re logged into your Shopify store. The portal also supports:
- Magic links — passwordless login links sent via email for customers who aren’t logged in
- Direct links — secure links you can include in emails to take customers straight to their subscription
Deep linking to a tab
Section titled “Deep linking to a tab”Add a tab query parameter to any portal subscription link (magic links and direct links included) to open the customer straight onto a specific tab. If the value is missing or unrecognised, the portal falls back to the Overview tab.
tab value |
Opens |
|---|---|
overview (or details) |
Overview |
delivery-details (or plan) |
Delivery details |
payment-details (or payments) |
Payment details |
orders |
Orders |
refer-friends (or referrals) |
Refer friends |
store-credit (or credit) |
Store credit |
For example, to drop a customer straight onto their payment tab (handy in a dunning email asking them to update a failed card):
https://your-store.com/apps/gro/portal/app/subscription/{subscriptionId}?session_token={token}&tab=payment-detailsEnabling the Portal
Section titled “Enabling the Portal”The portal is enabled by default when you install Gro. Everything about it lives under Storefront → Customer portal in the Gro dashboard. The Settings tab covers:
- Which actions customers can perform (pause, skip, cancel, swap variant and more)
- The wording on the loyalty rewards card
Your own widgets are uploaded on the Widgets tab. How the portal looks, and which tabs and cards customers see, is on the Design tab (see below).
Product swap
Section titled “Product swap”Allow variant swap lets customers move to another variant of the same product, for example a bigger size. Allow product swap lets them pick a different product altogether. Once it’s on, choose which swaps count:
| Option | What customers can do |
|---|---|
| Boxes only | Swap a build your own box for another, e.g. meat box to veg box |
| Non box products only | Swap a single product for another single product |
| Any product | Swap anything for anything else, e.g. steaks to the meat box |
Every active product in the allowed group is shown. Swapping into a build your own box takes the customer through choosing what goes in it. If the new product doesn’t offer their current delivery frequency, they pick a new one before confirming.
Add products
Section titled “Add products”Allow add products shows an Add more to your subscription button under the customer’s products. It uses the same three options: boxes only, non box products only, or any product. Customers only see products that offer their current delivery frequency, so adding something never moves their schedule. Adding a build your own box takes them through choosing what goes in it.
Designing the Portal
Section titled “Designing the Portal”Go to Storefront → Customer portal → Design to make the portal look and work like your store: your own colours, fonts, buttons and tabs, and every card placed on the tab you want, with a live preview on your real products. See Designing your portal for everything you can change.