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# Changelog for Account Editor

Welcome to the **Changelog** section of Account Editor. This space is designed to keep you up to date with everything happening behind the scenes — from new feature releases to upcoming enhancements. The Changelog section gives you a transparent view of the latest updates, improvements, and what’s in the pipeline. Whether it’s a minor fix or a major new capability, you’ll always know what’s changed and what’s coming next as we continue to improve your Account Editor experience.

## Version 1.0.0 January 6, 2025

## 1. Editing Time

Flexible Timeframes: Set preset or custom timeframes for order edits, with per-component timeframes for specific elements like shipping or items.

Granular Permissions: Control editing rights for components like contact info, order items, and shipping details, based on order status.

Automation: Lock edits after payment capture or fulfillment; integrate with Shopify Flow for custom workflows.

## 2. Multi-Language Support

Dynamic Language Switching: Automatically select languages based on customer location or browser.

Custom Translations: Merchants can add translations for app content and emails.

## 3. Post-Purchase Upsell Module

Upsell Recommendations: Offer relevant post-purchase product recommendations.

Dynamic Discounting: Apply time-sensitive discounts for upsell items.

## 4. Customer Communication Portal

Real-Time Notifications: Inform customers about edits or cancellations via push notifications or email.

Live Chat: Enable customers to request order changes in real-time.

## 5. Analytics & Reporting

Order Insights: Access data on edits, cancellations, and customer behavior.

Revenue Impact: Track how order edits and upsells affect revenue.

Cancellation Insights: Analyze cancellation reasons to reduce rates.

## 6. Bulk Editing

Multi-Order Editing: Edit multiple orders simultaneously for inventory issues or delays.

Bulk Cancellations: Efficiently cancel orders with similar issues.

## 7. Integration Marketplace

Third-Party Integrations: Connect with apps like Klaviyo, ReCharge, and Loox.

Custom API: Merchants can integrate the app with their systems via API.

## 8. Order Cancellations

Order & Payment Control: Restrict cancellations based on order status or payment stage.

Customer Segment & Product Control: Manage cancellations by customer type or product.

Partial Refunds: Process refunds with restocking or non-refundable fees.

## 9. Manual Refunds

Merchant Approval: Merchants can review and approve refund requests through a dashboard.

Support Integration: Auto-create support tickets for manual cancellation handling.

Custom Reason Management: Enable/disable custom cancellation reasons and edit the reason list.

## 10. Smart Cancellation Rules

Partial Cancellations: Allow customers to cancel specific items.

Dynamic Refund Processing: Offer store credit for discounted items or direct refunds for regular items.

Cancellation Analytics: Track common cancellation reasons to improve services.

## Version 1.0.1 January 18, 2025

## 1. Post-Purchase Upsell Module:

Enable merchants to offer product recommendations with dynamic discounts after purchase.

Manage upsell offers with seamless activation and deactivation controls.

## 2. Customizable Timeframes:

Set individual timeframes for each editable order component (e.g., shipping address, order items).

Allows precise control over order editing.

## 3. Restocking Fees for Order Cancellations

Merchants can apply fixed or percentage-based restocking fees for cancellations to manage costs effectively.

## 4. Advanced Analytics and Reporting

Access insights on customer edits, cancellation trends, and upsell effectiveness.

Evaluate revenue impact from upsell offers.

## 5. Multi-Language and Currency Support

Offer customer-facing elements in multiple languages based on geolocation or browser settings.

## 6. Contact for Custom Plan

New option for merchants to reach out for tailored pricing plans based on specific needs.

## 7. Bulk Actions for Merchants

Edit or cancel multiple orders simultaneously, improving efficiency in high-volume scenarios.

## 8. Plans Screen Updates

Added "Not ready to choose a plan yet" section for better navigation.

Introduced a detailed plan comparison table to help merchants identify the best fit for their business.

## 9. Real-Time Sync

Instantly synchronize order edits with 3PL providers, ERPs, and warehouses to minimize errors.

## 10. Smarter Recommendations

AI-driven upsell suggestions based on customer history and popular items.

## 11.Improved Dashboard

Added sections like “Revenue Generated” and “Orders Edited” with actionable insights.

New onboarding assistance to guide merchants during the setup.

## 12.Streamlined Refund Handling

Automatic refunds are processed directly to the original payment method, ensuring a smoother experience.

## Version 1.0.2 September 12, 2025

## 1. Email Notifications Enhancements

Full customization for **staff and customer notifications**.

Options include:

* Staff alerts for order edits.
* Customer emails for edits, cancellations, and payment reminders.
* Upsell notification emails.
* Clear toggle-based controls for enabling/disabling each type.

## 2. Order Cancellation Emails

Customers now **automatically receive an email** when they cancel an order.

Supports **custom templates** for branded communication.

## 3. Upsell Improvements

**Post-Purchase Upsell Rules**: Advanced conditions for targeting (customer segment, cart value, collection).

Flexible operators: *equal to, not equal to, greater than, less than*.

Combine conditions with **All / Any** logic.

**View modes**: List or Carousel layouts for the upsell widget.

**Advanced product search** by title, SKU, barcode, or ID.

**Upsell Discounts** support for better conversion rates.

## 4. Upsell Countdown Banner

Add a **countdown timer** to upsell widgets to boost urgency and conversions.

Configure **timer duration** and custom banner messages.

Supports real-time countdown display.

Separate **pre-expiry and post-expiry messages** (e.g., “Special offer unlocked!” → “Offer expired”).

## 5. Cancellation Retention Rules

New feature to **reduce order cancellations** by showing incentives before a cancel is finalized.

Enable via **Engagements → Cancellations → Retention**.

Rule builder includes:

* **Offer types**: Gift card, Free shipping, Free item, One-time use code, % discount, Store credit.
* **Eligibility**: All customers, specific customers, or customer segments.
* **Redemption limits**: Limit per customer or globally.
* **Conditions**: Order amount, product, collection, shipping value, etc.

## 6. Variant Swap Restrictions

Merchants can now **block specific variant attributes** (e.g., prevent color swaps but allow size changes).

Configurable in **Account Editor → Settings → Item edits → Swap restrictions**.

Ideal for stores where variant pricing differs (e.g., colors priced differently).

## 7. Refund Handling

**Auto Refund Setting**: Automatically refund when orders are downgraded or canceled.

Option to disable for **manual refund control**.

Improved **sync stability** with third-party gateways.

## 8. Editing & Cancellation Controls

**Inventory-Aware Editing**: Restrict edits when stock runs out or is allocated.

**Segment-Based Timeframes**: Define custom editing windows for VIPs, new customers, etc.

**Edit History in Shopify Notes**: All edits/cancellations now logged directly in order notes.

**Custom Cancellation Reasons**: Add, remove, and reorder reasons directly in dashboard.

## 9. Performance & Reporting

**Bulk Edit Speed Boost**: Optimized backend for 50+ orders (perfect for flash sales).

**Advanced Reporting**: Richer insights into edits, upsells, cancellations, and revenue.

**Improved Language Handling**: Better translation and **RTL support** (Arabic, Hebrew).

## 10. UI & Experience Updates

Simplified settings under **Engagements → Emails & Upsell**.

Clear **On/Off toggles** for every option.

Improved error handling and delay messaging for smoother workflows.


## Version 1.0.3 September 15, 2025

## 1. Dashboard – Legacy Account Warning

Added a new banner notification on the **Dashboard** for stores still using **classic Shopify customer accounts**.

The banner informs merchants that Shopify will phase out legacy accounts and encourages them to **switch to the new customer accounts** for full Account Editor compatibility.

Includes direct **“Switch now”** and **“Learn why”** actions for quick adoption.

## 2. Cancel & Refund Options – Store Credit Support

Introduced a new **Store Credit** option in the **Cancel & Refund settings**.

Merchants can now decide whether refunds go back to the **original payment method** or are converted into **store credits**.

Store credit stays within the store and can be applied to a customer’s future purchases, helping improve retention and repeat sales.

Available alongside existing options:

* Refund to **original payment method**.
* Trigger **Shopify Flow** for custom workflows.

## 3. UX Improvements

Updated help text and in-app tooltips to explain new refund and dashboard behaviors.

Improved consistency of toggle-based controls across Dashboard and Refund settings.

## Version 1.1.0 June 12, 2026

## 1. Per-Order Restrictions via Shopify Flow

Added 10 new Account Editor restriction actions that can be applied per-order from Shopify Flow — including master lock, disable cancellations, disable add/remove/swap items, disable quantity changes, lock shipping address and method, and lock email/phone editing.

Added Release Order Hold support so previously applied holds and restrictions can be lifted automatically once conditions are met.

## 2. Automatic Item Locks

Cancelled orders and post-purchase upsell items are now automatically locked from further editing or removal to protect order integrity and upsell revenue.

## 3. Cancellation Locks & Restrictions

Merchants can now block customer-initiated cancellations by order tag, customer tag, product type, fulfillment state, or Shopify Flow.

## 4. Customer-Tag Gating for Item Editing

Add and Replace item actions can now be restricted to specific customer tags (e.g., VIP). Line-item properties prefixed with an underscore are automatically hidden from customers.

## 5. Smart Window — Fulfillment-Aware Editing

Tie the order-editing window to your real fulfillment schedule instead of a single fixed countdown. Set warehouse operating hours for each day, fulfillment days, a daily cutoff (with an optional buffer), pause-editing hours, and a processing buffer — all evaluated in your fulfillment timezone.

Editing closes automatically based on when the order will actually ship, and any fulfillment holds are released when the window ends.

## 6. Shipping Rule Engine

New condition-based shipping rules let you hide, block, or allow only specific shipping methods (and pickup options) per order — based on order amount, order tags, product tags, customer tags, country, city, or the selected shipping method.

Pricing still comes entirely from Shopify; the engine only controls which methods customers see.

## 7. Expanded Invoice Settings

The Invoice area now has its own dedicated menu with Analytics, Settings, Template, Numbering, and Summary Template tabs — plus a full-page Customer Invoice Portal and granular invoice-visibility controls.

This gives full control over invoice generation, tax and footer branding, sequential numbering, and customer self-serve access (download, bulk download, email-to-self, pay invoice, and B2B orders by location).

## 8. Email Notification Improvements

Added sender setup with DKIM authentication, an expanded set of customer email types (including an Address Validation Alert and schedulable payment / time-left-to-edit reminders), and new quote/approval notifications for both customers and staff.

## 9. New General Settings

Introduced Order Processing (Hold vs Skip), Automatic Redirection after edits, and a Reorder / Buy-Again option to drive repeat purchases.

## 10. Klaviyo Integration (OAuth)

Added a Klaviyo integration so post-purchase events (edits, upsells, cancellations) can trigger Klaviyo email/SMS flows via secure OAuth.

## 11. AI Address Validation & Quality

Validate shipping addresses in real time using the Google Address Validation API, with an optional AI address-repair layer that cleans up messy or incomplete addresses — every AI suggestion is re-checked by Google before it is applied.

Configure quality rules (missing fields, formatting, non-Latin scripts, per-field character limits, and name/email checks), silent auto-correction of confident fixes, a pre-fulfillment hold for undeliverable addresses, and skip rules by customer tag or keyword. Flagged orders collect in a new Address Review queue with one-click "Apply suggestion".

Note: address validation is usage-based — each validated address is billed monthly through Shopify and capped at a monthly maximum. (The Free plan stops at its credit limit; annual plans are exempt from overage charges.)

## 12. In-Checkout Address Validation (Shopify Plus)

Shopify Plus stores can now validate shipping addresses during checkout, flagging undeliverable addresses and suggesting corrections before the order is placed.

## 13. Analytics Page & Dashboard Updates

Added a dedicated Analytics Page with time-based reporting and action-type breakdowns. The Dashboard "Orders Canceled" metric was replaced with "Total Order Edits".

## 14. Upsells, Rebuilt Around Surfaces

Offers now run on six surfaces: Checkout (Shopify Plus), After Checkout, Thank You Page, Order Status Page, Free-Shipping Upsell, and Email.

New 5-step offer builder with live preview, 12 product modules (including Frequently Bought Together, Collection, Gift Card, and Recently Viewed), and six display designs.

Product badges and static review counts, per-language offer copy, quick-start templates, and one-click Duplicate.

## 15. Email Upsell Surface

Generate a paste-ready HTML snippet for Klaviyo, Omnisend, Shopify Email, Mailchimp, and SendGrid, with product images personalized at email-open time and open/click tracking.