Question 1

Install Account Editor

Accepted Answer

${color}[#b90443](How to Install)

Open your Shopify Admin.
Go to the Shopify App Store.
Search for Account Editor.
Click Add app.
Choose your store if prompted.
Click Install app and follow the installation steps.

${color}[#8a2424](Once installed, you can find the app under:) Shopify Admin → Apps → Account Editor

${youtube}👉 Installation walkthrough:

App Not Showing in Shopify Admin?

||| Sometimes new apps aren’t automatically pinned to your sidebar.

${color}[#b02121](How to Pin Account Editor)

Go to Shopify Admin → Apps.
Search for Account Editor.
Click the pin icon to keep it visible in your left-side menu. ${youtube}👉 Quick guide:

${color}[#bb0707](FAQ / Q&A Section)

1. Does installing Account Editor change my theme automatically?

No. Installation does not modify your theme. You choose when to enable widgets or theme app extensions.

2. Do customers immediately see order-editing options after installation?

Not yet. You must enable the widget on the Order Status Page or customer account page. (That setup is covered in a separate article.)

3. Can staff members access the app too?

Yes, anyone with permission to view apps in Shopify Admin can access Account Editor.

4. Does the installation start my free trial?

Yes, your trial begins as soon as the app is installed.

**5. Do I need to add

Question 2

Adding Account Editor Blocks in Shopify: Order Editing & Upsell Widgets Explained

Accepted Answer

Account Editor’s app Blocks power all customer-facing order editing, upsells, and post-purchase options in Shopify.

When you add these blocks in your theme, the features you’ve enabled in Account Editor become visible and interactive on the Thank You Page and Order Status Page.

${color}[#310707](Block vs Individual Extensions)

When adding widgets, you’ll see two categories:

${color}[#792525](Block Extensions)→ Groups of actions bundled together in one widget.

Individual And Block Extensions

${color}[#901d1d](Individual Extensions) → Separate widgets for each action, giving you more control over placement and design.

|| 👉 Both types show up on the Thank You Page, but the actual functions (edit, cancel, etc.) only work after the customer is redirected to the Order Status Page.

${color}[#7e4444](Block Extensions)

There are two block extension:

${color}[#942e2e](Order Editing Block)

Displays all editing actions in a single widget. Customers can :

Edit shipping address
Edit contact details
Edit order items
Cancel order
Download invoice
Add/Edit order note
Replace product item

All Available Actions Inside Block Action

${color}[#770d0d](A customer notices they entered

Question 3

📍 Order Status Page (OSP) — Where All Actions Actually Run

Accepted Answer

The Order Status Page is the page where every Account Editor action is executed.

While the Thank You Page only displays widgets and redirects customers, the OSP processes:

${color}[#641616](This makes it the most important page for post-purchase customer self-service.)

${youtube}Add Order Block To Order Status

Order edits
Address changes
Cancellations
Post-purchase upsells
Discount logic
Invoice downloads
Shipping method changes

|| 👉 This makes the OSP the core of all post-purchase self-service.

🧩 Adding the App Block on the Order Status Page

${color}[#3f0808](To enable post-purchase actions:)

Go to Account Editor → Dashboard
Click Add app block → Order Status Page
Select your Block Extensions or Individual Extensions
Click SAVE

Adding App Block To Order Status || Tip - If you don’t add these blocks, customers won’t see any post-purchase actions.

🧱 Block Extensions on the OSP

Block Extensions combine several actions into a single widget for a clean, unified customer experience.

1. 🛠️Order Editing Block

Displays all editing options in one widget:

Edit shipping address
Edit contact details
Edit order items
Cancel order
Download invoice
Add/Edit order notes
Replace product item

![Order Editing Block](htt

Question 4

Thank You Page — Add Account Editor Widgets After Checkout

Accepted Answer

The Thank You Page is the very first screen your customer sees immediately after completing a purchase.

With Account Editor, you can display helpful widgets here so customers instantly know they can:

Fix mistakes (address, items, contact info)
View upsell suggestions
See how long they can still edit their order

|| Info – Actions do not run on the Thank You Page itself. Clicking any widget redirects the customer to the Order Status Page, where Shopify allows edits and upsells to execute.

This article explains how to set it up, what options you have, and how each widget works.

${youtube}Adding Block To Thank You Page

Adding Account Editor Blocks to the Thank You Page

Go to Account Editor → Dashboard
Click Add app block → Thank You Page
Choose Block Extensions or Individual Extensions
Click SAVE

|| | Tip – Always test the widget on an actual Thank You Page preview to ensure it displays correctly in your theme. |

Go to Account Editor → Dashboard.
Click on Add app block → Thank You Page.

This will let you choose which Account Editor widgets you want to appear on the Thank You Page.

Block Extensions on the Thank You Page

Block Extensions bundle multiple actions or recommendations into a single widget. They offer the cleanest, simplest experience for cus

Question 5

Dashboard Overview

Accepted Answer

Introduction

The Dashboard is your control center inside Account Editor — the place where you instantly see how the app is performing, what actions require attention, and how your post-purchase experience is improving over time.

At the top, you’ll find key performance metrics such as ${color}[#680d0d](Support Tickets Avoided, Incremental Revenue, Orders Canceled, and Notification Emails Sent) — giving you a real-time snapshot of the value Account Editor brings to your store.

Below the metrics, the Setup Guide provides step-by-step instructions for enabling critical features,(adding your app blocks, configuring edits and cancellations, and selecting your plan.

You’ll also find direct access to ${color}[#3d0a0a](help resources, onboarding calls, and feature request)s so you never have to leave the dashboard to find support.

Add App Block

The Add App Block button is one of the most important actions in your Dashboard.

${color}[#550c0c](This is where you add Account Editor’s widgets to your Thank You Page and Order Status Page — the surfaces where customers interact with editing, upsell, and cancellation tools.)

When you click Add App Block, you can choose:

Where the block appears
Which features to display
What customers can edit (contact, address, items, shipping, cancellations)

Question 6

Integration

Accepted Answer

The Integrations tab allows you to connect your Account Editor with third-party fraud prevention services. These integrations help strengthen your store’s security by automatically detecting and preventing fraudulent transactions, reducing chargebacks, and protecting revenue.

Available Integrations

Forter Fraud

Provides real-time fraud prevention using AI-driven decision-making across the customer journey.
Helps ensure only legitimate transactions go through while blocking suspicious activity.

NoFraud

Protects against both fraud and chargebacks using AI combined with real fraud analysts.
Reduces revenue loss and prevents abuse.

Signifyd

Focuses on maximizing conversions while offering guaranteed protection against fraud and non-fraud chargebacks.
Useful for merchants who want financial assurance in addition to fraud detection.

How it works

Click Connect under the service you want to integrate.
**You’ll be redirected to authenticate and set up the integration

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