How to Set Up Your New Customer Portal
The new Customer Portal gives you full control over how your subscribers experience their account.
With drag-and-drop layout controls, customizable components, real-time previewing, and deep styling flexibility, you can design a portal that truly reflects your brand.
Why Upgrade to the New Portal?
The new Customer Portal isn’t just a redesign, it’s a fully modular system that lets you:
Control layout
Personalize subscriber messaging
Align visuals with your brand
Strategically guide subscriber behavior
Optimize for retention
You’re no longer locked into a fixed structure, you can build the experience that works best for your customers.
Want best practice recommendations for what to think about before you set up your customer portal? We have a guide for that!
Accessing the New Customer Portal
Log into your Merchant Portal.
In the left-hand navigation, click Customer Porta
When you enter, you’ll see a default template pre-configured for you. This gives you a starting point, but everything can be customized.
Note: the Legacy Customer Portal is still where you will control Settings! All other controls have moved to the new Customer Portal section.
The Power of the New Portal: Total Layout Flexibility
The biggest upgrade in the new Customer Portal is layout control.
You can drag and drop components into eight flexible layout zones, allowing you to control:
Component width
Component placement
Visual hierarchy
Overall customer experience
Example Layout Possibilities
You can create combinations like:
A 3/4 width Next Shipment banner with a quarter-width Punch Card
A full-width Punch Card at the bottom of the page
Product cards that take up the full width
Smaller components stacked alongside larger ones
There are no fixed layouts - you control how everything fits together.
Adding, Rearranging, and Removing Components
Drag & Drop Components
Click and drag any component into your desired zone.
Resize and reposition to match your preferred layout.
Remove Components
Don’t want certain functionality visible? Simply click the component and click the trash can. This allows you to design a portal experience that matches your retention strategy.
NOTE: If you'd like to re-add your component, expand the menu in the editor and navigate to the Widgets tab. Any widgets that were removed from your portal preview will be available, and can be dragged back into the preview.
Customizing Each Widget
To customize any component:
Click directly on the widget.
A configuration panel will appear.
Select which Card Style you wish to apply to the widget. See more on customizing Card Styles here!
Open the "Actions" drop down and determine which actions within the widget you wish to be available to your customers. All actions are enabled by default.
Open the "Copy" drop down and make desired changes
See changes update in real time in the preview panel.
COMING SOON! Customize language across multiple regions.
Surfaces & Color Customization
You can customize visual styling across multiple surface areas:
Palette (Buttons, Actions & Text):
Customize:
Primary buttons
Secondary buttons
Interactive elements
Text states
Surfaces:
Customize:
Background color
Border color
Card color
This allows full alignment with your brand color system.
Typography Controls
You can fully control your portal’s typography, including:
Font family
Font size
Bold / Italic styling
Header hierarchy (H1, H2, H3, H4)
Body copy styling
All changes are shown instantly in preview mode. This ensures your portal feels cohesive with your brand identity.
Do more with Card Styles! Check out how to configure each Card Style here.
Previewing Your Portal
Before publishing, you can preview your portal in multiple ways.
Device Views
Switch between:
Desktop (full width)
Tablet (iPad width)
Mobile
This helps ensure your layout works across all screen sizes.
Subscription Status Preview
You can also preview the portal under different subscriber states:
Active
Active Gift
Prepaid
Calendar
Paused
Canceled
And more
This allows you to verify that messaging and components behave correctly for each scenario.
Banner Ad Display Logic
If you're using banner ads, here’s how display works:
A full-width banner component will display the desktop banner upload.
A banner placed in a smaller-width zone will display the mobile banner version.
Be sure to upload both desktop and mobile creative to ensure proper responsiveness.
Looking for inspiration on how to use our Dynamic Banner Ads? Check out our playbook and How-To guide.
Finalizing Your Setup
Once you're satisfied with:
Layout
Components
Copy
Styling
Device previews
Status previews
You’re ready to launch your customized Customer Portal!