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Guides and answers for every part of Deluxe Customer Accounts
Getting Started
4 articles
Portal Builder
4 articles
Customer Fields
3 articles
Wishlist
2 articles
Social Login
2 articles
Orders & Returns
2 articles
Store Credits
2 articles
Loyalty Program
4 articles
Integrations
11 articles
Translations & Language
1 articles
Analytics
1 articles
Plans & Billing
2 articles
Support
2 articles
Getting Started
New to Deluxe Customer Accounts? Start here.
What is Deluxe Customer Accounts?
Setting up for the first time
Deluxe Customer Accounts Admin Overview
Understanding your dashboard
Portal Builder
Design your customer page: layout, navigation, colors, and style.
Portal Builder overview
Customer page sections
Login page & registration settings
Styling your portal
Customer Fields
Collect and display profile information from your customers.
Customer fields overview
Adding and configuring custom fields
Conditional logic for fields and groups
Wishlist
Let customers save products and come back to buy later.
The Wishlist (Favourites) Feature
Customizing Wishlist Button Appearance
Social Login
Allow customers to sign in with Google, Facebook, Apple, or Twitter/X.
Social Login: Let Customers Sign In with Google, Apple, and More
Using Your Own OAuth App Credentials (Advanced)
Orders & Returns
Customize the order history view and enable returns and cancellations.
The Orders Section: Layouts, Stats, and Display Options
Customer Order Actions: Reorder, Returns, Exchanges, and Cancellations
Store Credits
Issue store credit and display balances on the customer portal.
Store Credits: How It Works and What Customers See
Issuing, Adjusting, and Syncing Store Credits
Loyalty Program
Set up points, vouchers, membership tiers, and automated rewards.
The Loyalty Program: Overview and Setup
How Customers Earn Points
Rewards: What Customers Can Redeem
Membership Tiers (Enterprise)
Integrations
Connect third-party apps for invoices, reviews, marketing, returns, and more.
Integrations Overview
SevDesk Integration
Simple Invoice Integration
Pixi Order Printer Integration
Judge.me Integration
Shopify Flow Integration
Klaviyo Integration
Qikify Form Builder Integration
Swap Returns Portal Integration
Yotpo Integration
MSG91 Integration (OTP Login)
Translations & Language
Customize all visible labels and support multiple languages.
Translating Your Customer Portal
Analytics
Track signups, engagement, and revenue from your customer portal.
Understanding Your Analytics Dashboard
Plans & Billing
Understand what each plan includes and how billing works.
Plans and Features
How Billing Works
Support
How to get help from our team and what to include in your request.
How to Get Help
Support Hours & Response Times
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