Introduction
The Dashboard is your home base in Account Editor — the place where you can instantly see how the app is performing and what needs your attention.
At the top, key metrics like Support Tickets Avoided, Incremental Revenue, Orders Canceled, and Notification Emails Sent show the impact Account Editor is having on your store.
Below, the Setup Guide walks you through essential steps — from adding the app block to your store’s Thank You and Order Status pages, to configuring editing and cancellation features, and selecting your plan.
You’ll also find quick links for onboarding calls, live chat support, help documentation, and feature suggestions so you can get help or share feedback without leaving the dashboard.
Let's dive deep into this.
Add App Block
The Add App Block button lets you insert Account Editor’s functionality directly into your Shopify Order Status and Thank You pages. This is where customers will interact with your editing and cancellation tools—so adding the block ensures a seamless experience right after checkout.
When you click Add App Block, you can choose where the tools will appear and configure what customers can change (e.g., contact details, items, shipping info). This step is essential for enabling self-service edits and cancellations without extra support intervention.
Tip: Place the block prominently so customers can easily find and use it, reducing support tickets and improving post-purchase satisfaction.
Legacy Customer Accounts Warning
If your store is still using Classic (Legacy) Customer Accounts, you will see a warning banner in the Dashboard:
“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.”
This message appears because Shopify is phasing out Legacy Accounts, and Account Editor requires the new customer accounts to function fully.
What you should do
Click Switch now on the banner and select New customer accounts.
Once switched, Account Editor features such as order edits, upsells, and cancellation retention will work seamlessly.
Note: This banner will only display if your store is still on Legacy Accounts. If you have already migrated to new customer accounts, you will not see this warning.
Key Metrics
The Key Metrics section gives you a quick, real-time view of how Account Editor is performing for your store.
Support Tickets Avoided – Shows how many potential customer support requests were prevented through self-service edits, saving your team time.
Incremental Revenue – Displays the additional sales generated as a direct result of customers making edits, upgrades, or other changes using Account Editor.
Orders Canceled – Tracks the number of orders customers have canceled through the app, helping you monitor and manage cancellation trends.
Notification Emails Sent – Shows how many automated emails Account Editor has sent to customers, ensuring transparency and keeping them updated about order changes.
Regularly reviewing these metrics helps you measure ROI, identify trends, and adjust your store’s settings to maximize results.
Setup Guide
The Setup Guide walks you through the essential steps to get Account Editor fully configured and ready to deliver value from day one. It ensures nothing important is missed and that customers can start using your editing and cancellation tools right away.
Add App Block to Thank You & Order Status Pages
Decide what customers can change in their orders, from contact info to shipping details. We will walkthrough these in our upcoming sections.
Configure Order Editing Feature
Enable and customize how customers can make updates to orders after purchase.
Configure Smart Cancellation
Set rules for when and how customers can cancel their orders, balancing flexibility with business protection.
Select Plan – Choose the plan that fits your business needs and unlocks the right set of features.
Quick Support & Resources
This section provides instant access to help, guidance, and feature requests—right from your dashboard. It’s designed so you can get assistance without leaving your workflow.
Schedule Onboarding Call
Book a personalized session with our team to get setup guidance or strategic advice tailored to your store.
Access Help Documentation
Open our detailed guides, FAQs, and troubleshooting resources for self-service support.
Live Chat Support
Connect instantly with a dedicated support agent for real-time help and quick problem resolution.
Suggest a Feature
Share your ideas for new features or improvements to help us make Account Editor work even better for you.
These tools ensure you have everything you need—whether you’re setting up, solving a problem, or planning for growth.