English
Go to website
Back
Articles on:
Getting started
" This section walks you through installation, adding the Edit Order block, and preparing your store for customer order editing, cancellations, and upsells.”
1. Install & Activate Account Editor
Install Account Editor
Install Account Editor and get it live on your store. Three screens of setup, then one app block — about ten minutes start to finish.
Popular
2. Add the Account Editor Block (Thank You + Order Status Page)
Add Account Editor blocks to your store
Turning a feature on isn't enough — customers only see it once you add the app block. Here's which block each feature needs, and where it goes.
Popular
The Order status page: where most things happen
The Order status page is where customers edit their orders. Here's what you can put on it, and why it's the page to set up first.
Popular
Add Account Editor to the Thank you page
Put order editing, offers and surveys on your Shopify Thank you page — the moment customers are still paying attention.
Popular
Add Account Editor to the checkout page
What Account Editor can do at checkout, and why most of it needs Shopify Plus. Includes shipping rules and discount validation.
Popular
Setting Up Account Editor on Legacy Customer Accounts
Account Editor needs new customer accounts
Account Editor runs on Shopify's new customer accounts. If your store still uses classic accounts, here's what works, what doesn't, and how to switch.
Popular
3. Quick Start Guide — First Edit, First Upsell
Your dashboard, explained
What every part of the Account Editor dashboard means — your results, the setup guide, plan usage, and the warning you should never ignore.
Popular
Quick start: your first edit and first upsell
Go from installed to working in about fifteen minutes. Let customers edit their own orders, then show them an offer after checkout.
Popular
Ask Account Editor AI about your store
Ask questions about your sales, refunds and cancellations in plain language, and get answers with the workings shown.
Few readers
Edit an order yourself
Account Editor's own order editor does things Shopify can't — change the customer, edit billing, add off-catalog items, and email a payment request.
Few readers
Turn on your first features
Account Editor ships with everything off. Here's which features to turn on first, and what the three status badges mean.
Few readers
What is Account Editor?
Account Editor is a Shopify app that lets customers change, cancel or return their own orders after checkout — instead of emailing you.
Few readers
Preview what customers will see
See the customer's order page built from your real settings, without placing a test order. The fastest way to check a change worked.
Few readers
See what Account Editor saves you
The Analytics page shows tickets avoided, time saved and revenue added — and explains how each number is worked out.
Few readers
Test on a live store safely
Testing mode shows Account Editor only to customers you choose, so you can try it on your real store without anyone else seeing it.
Few readers