Setup
Thank you for choosing Account Editor, your go-to solution for empowering customers to manage their own orders post-purchase. With Account Editor, you can reduce support tickets, enhance customer satisfaction, and increase revenue through features like order editing, smart cancellations, and post-purchase upsells—all while giving your customers greater control over their shopping experience.
This step-by-step guide will walk you through:
✅ Installing Account Editor on your Shopify store.
✅ Enabling and configuring order editing options to allow customers to update shipping details, contact info, and product variants.
✅ Setting up cancellation rules with optional restocking fees to protect your revenue.
✅ Activating upsell modules to boost your average order value with relevant post-purchase offers.
Installation
1. Install Account Editor
Download and install Account Editor from the Shopify App Store.
Once installed, you can access Account Editor directly from your Shopify admin panel.
2.If the App is Not Visible:
Navigate to the Apps section in your Shopify panel.
Search for Account Editor in the installed apps list.
Pin it to your dashboard for easy access.
3. Complete Onboarding:
Follow the guided onboarding process to configure initial settings.
🎉 Voila! Account Editor is now ready to enhance your store!.
Setup Checkout Extensions
1. Add the App Block:
Select Themes and click on the Customize button
Add the Account Editor app block to the Order Status or Thank You page to display upsell offers or order modification options
Setup Timeframe Settings
1. Access Timeframe Settings:
Select Themes and click on the Customize button3. Tailored Notifications
Go to the Settings tab and navigate to Timeframe Settings.
2. Set Your Preferred Timeframe:
Choose how long you want to allow customers to modify their orders post-purchase.
Select the specific order details (shipping address, contact info, product variants, etc.) that customers can edit.
3. Save Your Settings:
After making changes, ensure you click Save to apply them.
💡 Pro Tip: You can also define a custom timeframe if you need more flexibility!
Setup Cancellation Settings
1. Enable Cancellation Options:
Go to Settings in the Account Editor app.
Enable Order Cancellation to allow customers to cancel their orders.
2. Set Up Restocking Fees:
Configure a restocking fee (optional) that will be deducted from the total amount before processing refunds for canceled orders.
3. Define Cancellation Reasons:
Add custom cancellation reasons that customers can select when canceling an order.
⚡ Note: Cancellation settings apply within the same timeframe configured in Timeframe Settings.
Setup Upsell Rules
1. Go to the Upsells Tab:
Open the Settings tab in the Account Editor app.
Select Upsells to start creating a new upsell rule.
2. Create a New Upsell Rule:
Set the name, conditions, and products for the upsell rule.
Choose the upsell products that will be displayed on the Thank You and Order Status pages when the specified conditions are met.
⚡ Note: If no upsell rule is valid for an order, a default upsell list will be shown.
