Dynamic URL Redirect to Customer Portal
  • 08 Dec 2020
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Dynamic URL Redirect to Customer Portal

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Article summary

This article explains how to include a dynamic URL redirect in your RetentionEngine. The most common use case for this Dynamic URL Redirects are directing customers back to a specific page in their account.

In this example, we'll demonstrate how to build the URL to take the customer to their individual customer portal in ReCharge.

This feature is currently only available for Relevant Information cancel resolutions.

Step 1. Build the Redirect URL with variable names.

A. Copy the URL of the desired redirect location

Here is a URL of a customer's subscription management portal:

https://bellwethr-recharge-test.myshopify.com/tools/recurring/portal/8d4317123730e239/subscriptions?

B. Find the Customer ID in URL

The only variable we need to locate for this example is the Customer ID.

Looking at the URL, The Customer ID is the long string of characters - 8d4317123730e239

C. Add {Customer_ID} Variable to the original URL

We will replace that string with a variable in curly brackets, i.e. {customer_ID}

Making the URL for the RetentionEngine something like this:

https://bellwethr-recharge-test.myshopify.com/tools/recurring/portal/{customer_ID}/subscriptions?

We'll now add this URL to the desired Relevant Information Cancel Resolution.

Open the Cancel Resolution, and simply paste the URL in the "Button Link" field.

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If you'd like further instruction on Steps 1 and 2, please watch this walkthrough video!

Step 3. Edit RetentionEngine Code Snippet to include the new variable.

Under the "Settings" tab in the RetentionEngine dashboard, you will now need edit your RetentionEngine Code Snippet to include any additional variables (i.e. the {customer_ID} variable we just added in the previous step).

Here is a walkthrough video to guide you through this step:

We're happy to help!

If you'd like a team member to help you set this up, feel free to reach out to us at support@bellwethr.com.


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