The subscription portal replaces the need for customers to go their subscription portal to edit their order (swap variants) or edit the timing of their next shipment.

For active subscribers, the subscription portal is a powerful tool for both increasing AOV and retaining customers longer.

Read here for best practices and example upcoming order emails utilizing the subscription portal:📄 Upcoming order / billing reminder: best practices

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Example emails using the subscription portal

Parts of the subscription portal

The subscription portal is made up of several components, each of which may be independently hidden/shown using the configuration panel

Delay Options

You may edit which delay options are presented to a customer by first clicking on the button, then in the configuration panel setting the button state to 'Delay Options'.

From there, you can delete any delay options that you do not want to grant to the customer. You can also change the delay timeframe by selecting the 'weeks' dropdown. Available options include 'days,' 'weeks,' 'months,' and 'cycles.'

A cycle refers to a single billing period interval. Skipping one cycle means postponing the billing date by one full billing period, effectively delaying the next payment by the length of that cycle. For example, shipments that send every month, it will push their next order back by 1 month. Shipments that send every 3 months, delaying by one cycle pushes their next order back by 3 months, etc.

By default, the delay process requires double confirmation for customers: first clicking the delay button, then selecting the desired delay option. To let customers pick a delay in one click, click the Delay button in your email and tick Always show delay options in the configuration panel. The delay options then show in place of the Delay button, each with Delay in front of it, for example "Delay 1 week". It is off by default.

Skipping a single item

Sometimes a subscriber wants everything in their next order except one product. Maybe they still have plenty of it, or they want a break from a flavor. With Skip item turned on, they can leave that one product out of the next order without skipping the whole shipment.

How to turn it on

1. Click the Subscription portal block in your email.

2. In the configuration panel, switch on Skip item.

It is off by default, so existing emails do not change until you turn it on.

What your customer sees

1. Each eligible product in the order shows a Skip this order option.

2. Clicking it asks them to confirm: "Skip this item on this order? It ships again with the next one." They choose Yes, skip it or Keep it.

3. Once skipped, the product leaves the order and the total updates. It moves to a Skipping this order list under the total, showing when it comes back ("Back on" and the date).

4. If they change their mind, they click Add back and the product returns to the order.

The skipped product only sits out this one order. It ships again as normal with the order after.

Which products can be skipped

These can't be skipped on their own:

• One-time add-ons

• Prepaid subscriptions

• Products that are part of a bundle. These show a small Bundle tag beside the name so customers can see why there is no Skip option.

• The last item left in the order. To skip everything, customers can use Delay instead.

Which subscription providers support it

Recharge, Skio and Stay AI. If you use a different provider, the Skip item toggle does not appear.

Which inboxes support it

Skip works right in the email in Gmail and Apple Mail. In other inboxes, clicking the order opens a hosted page where customers can skip the item there.

Settings unique to the subscription portal

Detailed order summary

The subscription portal can also display additional details about a customer's order, including discounts, shipping, and estimated taxes.

Availability by subscription provider