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 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 help resources, onboarding calls, and feature requests 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.

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)

Adding this block is essential:

Without it, customers cannot see or use any of the editing tools you enable in the backend.

Legacy Customer Accounts Warning

If your store still uses Classic (Legacy) Customer Accounts, you will see a warning banner:

“Switch to Shopify’s new customer accounts – Your store is using classic customer accounts, which Shopify will phase out. To enable Account Editor and stay future-ready, switch to the new customer accounts experience.”

Why this appears:

Shopify is deprecating Legacy Accounts, and Account Editor relies on New Customer Accounts to function fully.

What you should do

Click Switch now on the banner → (select New customer accounts)

Once updated:

• Order edits work
• Upsells work
• Cancellations and retention rules work
• Login/identity flows become Shopify-native and more secure

Key Metrics

The Key Metrics section gives you an instant, high-level view of how customers are interacting with Account Editor and the impact on your operations.

1️⃣ Support Tickets Avoided

Shows how many potential support cases were prevented through self-service editing — saving your support team time and reducing back-and-forth messages.

2️⃣ Incremental Revenue

Displays additional revenue generated directly from post-purchase actions such as upsells, add-ons, or item upgrades made through Account Editor.

3️⃣ Orders Canceled

Tracks how many orders customers canceled through the app. Strong cancellation trends can help you optimize product pages, delivery times, or checkout experiences.

4️⃣ Notification Emails Sent

Shows how many automated notifications were sent to customers (for edits, cancellations, updates, etc.), ensuring transparency throughout the order journey.

Setup Guide

The Setup Guide ensures your store is fully configured to use Account Editor effectively.

It highlights the essential steps needed to unlock the full feature set.

1️⃣ Add App Block to Thank You & Order Status Pages

This is where customers see and use the editing tools.

(You’ll learn the full setup in the next sections.)

2️⃣ Configure Order Editing

Enable and customize how customers can update orders post-purchase — from items to address details.

3️⃣ Configure Smart Cancellation

Define cancellation rules, retention messages, fees, and approval workflows to reduce revenue loss while giving customers flexibility.

4️⃣ Select Plan

Choose the plan that matches your store’s size and unlocks features suited to your operations — from basic editing tools to advanced automations.

Quick Support & Resources

This section gives you immediate access to help — without leaving the dashboard.

Whether you’re onboarding, troubleshooting, or planning advanced setups, support is always one click away.

📅 Schedule Onboarding Call

Book a personalized session with our team to walk through setup, strategy, and best practices tailored to your store.

📘 Access Help Documentation

View detailed guides, tutorials, FAQs, best practices, and troubleshooting steps.

💬 Live Chat Support

Connect instantly with a support specialist for real-time assistance.

💡 Suggest a Feature

Share your ideas, improvements, or workflow suggestions to influence future updates inside Account Editor.

Q & A — Dashboard Overview (SEO-Optimized)

Q1. What is the purpose of the Dashboard in Account Editor?

The Dashboard gives you a real-time snapshot of how Account Editor is performing. It shows key metrics such as avoided support tickets, incremental revenue, cancellations, and notification emails. It also guides you through setup steps to enable post-purchase editing and automation.

Q2. Why do I need to add the App Block from the Dashboard?

Without the App Block added to your Thank You Page and Order Status Page, customers cannot see or use any Account Editor features — including editing items, changing the address, cancelling the order, or applying discounts.

Q3. Why am I seeing a warning about Legacy Customer Accounts?

Shopify is phasing out Classic (Legacy) Customer Accounts. Account Editor works best with New Customer Accounts, which provide better security, compatibility, and editing functionality. The banner appears until you switch.

Q4. How do Key Metrics help my store?

Metrics like Support Tickets Avoided and Incremental Revenue help you understand how customers interact with the app and the financial impact of enabling post-purchase flexibility. They provide measurable ROI so you can make data-driven improvements.

Q5. Is the Setup Guide mandatory?

Yes — completing all steps ensures your customers can self-edit orders, apply discounts, or cancel without support interaction. The Setup Guide is built to prevent misconfiguration and ensure you don’t miss any essential steps.

Q6. Do I need technical knowledge to configure Account Editor?

Not at all. The Dashboard includes onboarding links, live chat, and help documentation. Most merchants complete setup in minutes without requiring a developer.

Q7. How do I get help if I’m stuck while setting up?

You can:

• Book an onboarding call
• Use live chat support
• Visit the Help Documentation
• Use the Feature Suggestion tool

All options are available directly inside the Dashboard.

Q8. Can I see how Account Editor is affecting revenue?

Yes. The Dashboard shows Incremental Revenue generated through edits, upsells, and post-purchase actions. This helps you understand which features deliver the most value.

Q9. Why don’t customers see editing options even after enabling features in the app?

Because the blocks must be added inside the Shopify Theme Editor. Enabling features inside Account Editor is not enough — the visible widgets come from adding the App Block.

Q10. Does removing the App Block disable Account Editor?

Removing only hides the widgets from customers. Your backend settings stay intact, but customers will not be able to edit or cancel orders until you add the block again.

Updated on: 15/12/2025