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. Block vs Individual Extensions When adding widgets, you’ll see two categories: Block Extensions→ Groups of actions bundled together in one widget.  — 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: This makes it the most important page for post-purchase customer self-service. Add Order Block To Order Status Order edits Address changes Cancellations Post-purchase upsells Discount logic Invoice downloads **Shipping method chaPopularThank 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 order || Info – Actions do not run on the Thank You Page itself. Clicking any widget redirects the customer to the Order Status Page, where Shopify allows edits anSome readersCheckout Page
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 performs standard discSome readers
Setting Up Account Editor on Legacy Customer Accounts
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 Support Tickets Avoided, Incremental Revenue, Total Order Edits, and Notification Emails Sent — giving you a real-time snapshot of the value Account Editor brings to your stoPopular📝 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 CustomerSome readers