1. Install & Activate Account Editor

• Install Account Editor

  Open your Shopify Admin. Go to the Shopify App Store. Search for Account Editor. Click Add app. Choose your store if prompted. Click Install app and follow the installation steps. Shopify Admin → Apps → Account Editor App Not Showing in Shopify Admin?Popular

2. Add the Account Editor Block (Thank You + Order Status Page)

• Adding Account Editor Blocks in Shopify: Order Editing & Upsell Widgets Explained

  Account Editor’s app Blocks power all customer-facing order editing, upsells, and post-purchase options in Shopify. When you add these blocks in your theme, the features you’ve enabled in Account Editor become visible and interactive on the Thank You Page and Order Status Page. When adding widgets, you’ll see two categories: → Groups of actions bundled together in one widget. InPopular

• 📍 Order Status Page (OSP) — Where All Actions Actually Run

  The Order Status Page is the page where every Account Editor action is executed. While the Thank You Page only displays widgets and redirects customers, the OSP processes: Order edits Address changes Cancellations Post-purchase upsells Discount logic Invoice downloads Shipping method changSome readers

• Thank You Page — Add Account Editor Widgets After Checkout

  The Thank You Page is the very first screen your customer sees immediately after completing a purchase. With Account Editor, you can display helpful widgets here so customers instantly know they can: Fix mistakes (address, items, contact info) View upsell suggestions See how long they can still edit their orderSome readers

• Checkout Page

  color 511010 (Discount Validation Extension at Checkout (Shopify + Account Editor)) The Discount Validation Extension ensures your discount codes are applied correctly during checkout and remain valid even after customers edit their orders using Account Editor. It adds advanced validation rules that Shopify does not support by default — creating a smooth, error-free discount experience. What Is the Discount Validation Extension? Shopify already pFew readers

Setting Up Account Editor on Legacy Customer Accounts

• Setting Up Account Editor on Legacy Customer Accounts

  Purpose This guide explains how to correctly set up Account Editor on legacy Shopify customer accounts, where only one app block/widget is supported. If your store is using legacy customer accounts, the setup flow is slightly different from newer Shopify customer account experiences. Following this guide ensures order editing, cancellations, and upsells work correctly. ⭐ Why This Matters Legacy customer accounts have important technical limitations: Only one AccSome readers

3. Quick Start Guide — First Edit, First Upsell

• Dashboard Overview

  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  — giving you a real-time snapshot of the value Account Editor brings to your stSome readers

• 📝 Quick Start Guide — First Edit, First Upsell

  Experience how Account Editor works from your customer’s perspective. ⭐ Why This Matters Before configuring advanced rules, this guide helps you see the real customer workflow end-to-end. You’ll complete: Your first order edit Your first address change Your first shipping recalculation Your first order cancellation Your first upsell activation This “hands-on test” ensures your store is fully ready before going live. ✅ 1. What Customers SeSome readers