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Articles on:Setup Account Editor Settings
Configure your app settings, widgets, permissions, limits, and notifications to control how customers edit their orders.

Categories

  • Install the Account Editor
  • Add App Blocks to Storefront Pages
  • Setup Account Editor Settings
  • Core Features
  • Upsell
  • 3PL Integrations
  • Automate with Shopify Flow
  • Frequently Asked Questions
  • Changelog
  • Product attributes
    The Product Attributes feature in Account Editor allows you to design custom forms for product personalization. With this, you can collect extra information from customers at checkout — for example, personalization notes, engraving text, or special preferences — directly tied to their order. It allows merchants to collect additional, customized information from customers at checkout or when editing their order. It’s essentially a custom form builder for product personalization.Popular
  • Time period
    Edit timeframe settings The Order Editing Window allows merchants to define how long customers have to make changes to their order after purchase. This prevents errors, gives customers flexibility, and helps merchants avoid unnecessary cancellations or support tickets. (https://downloads.intercomcdn.com/i/o/Some readers
  • Emails
    The Emails section in Engagements allows you to configure notifications for both staff and customers whenever an order is edited, cancelled, or requires follow-up. This ensures that the right people are always informed about order changes without needing manual updates. Emails to Staff Merchants can set up email addresses where staff will be notified when customers make edits to their orders. (https://storage.crisp.chat/users/helpdesk/website/-/c/e/6/e/ce6eb4c1b23a8800/c86Few readers
  • Discount
    The Discount section under Admin lets you manage discount-related rules and behaviours that apply to order edits and customer engagements. Instead of only relying on Shopify’s core discount engine, this feature integrates with the Account Editor workflow — meaning discounts can be tied directly to edits, invoices, or upsell offers. This feature ensures that discounts applied to an order remain accurate if changes are made after purchase. For example, if a customer edits their order by aFew readers
  • Upsell
    Introduction The Upsell Offers setting in the Account Editor lets you create special post-purchase offers for your customers. These offers appear after checkout, encouraging buyers to add more items to their order. You can only have one active upsell rule at a time, which ensures customers see a consistent upsell flow. (https://storage.crisp.chat/users/helpdesk/website/-/f/3/9/4/f394b3973e8ee000/c199ca7d-4944-44fa-b66c-272c2aFew readers
  • Address edits
    Helping prevent delivery issues and support requests. You can enable or disable this option based on your fulfillment process. (https://downloads.intercomcdn.com/i/o/wm481ncb/1668494809/a8339f25562cb9932fc36b1287c8/image.png?expires=1764240300&signature=fe772efd8d72e01ab9b22b5cf90f13aca653a3aff00359523e6ed2c1970d631d&Few readers
  • Cancellations
    This section allows you to configure and manage cancellation settings for customer orders. By setting up cancellation rules here, you can determine whether customers are able to cancel their orders after placing them and under what conditions. (https://downloads.intercomcdn.com/i/o/wm481ncb/1668859806/3084c1e8fd1f95a7Few readers
  • Dashboard Overview
    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 pageFew readers
  • Item Edits
    This section in AccountFew readers
  • Integration
    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. (https://downloads.intercomcdn.com/i/o/wm481ncb/1698268479/040576c340fa356b6a785783326b/ScreFew readers
  • Language
    The Language setting allows store owners to support multiple languages for customer-facing elements such as: Order editing instructions Email notifications Invoices Upsell messages This ensures that customers shopping in different regions or with different language preferences can interact with your store in a language they understand best. If your store serves customers in different regions (e.g., English + Spanish or French), enabling this ensures that customers feelFew readers
  • Invoice
    Self-Serve Invoicing The Self-serve invoicing option allows customers to directly download their invoices without needing to contact support. This reduces manual effort for your team and provides customers with faster access to their order documents. NOTE: Other invoice settings will only appear and become configurable once this option is enabled. When Enabled: Customers see a Download Invoice option in their account/order history. They can access invoices anytime without coFew readers
  • Analytics
    The Analytics dashboard in Account Editor provides insights into how the app is impacting your store’s operations and customer experience. By tracking key performance metrics, you can measure the value added by Account Editor and identify opportunities to improve efficiency. Available Metrics (https://downloads.intercomcdn.com/i/o/wm481ncb/1698299797/ce874b06b867fFew readers

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