Customer Portals
The Customer Portal is a secure, logged-in area where your customers can now manage their own subscriptions and orders without needing to contact your support team.
Inside the portal, customers will be able to:
View active subscriptions and their included items.
Change item quantities, skip a shipment, pause, resume, or cancel subscriptions.
Request their next order early.
Update payment cards, contact information, and shipping details.
Browse their past order history.
You have full control over the visual design of every screen. When a customer logs in, the portal automatically populates your design with their real data and your buttons trigger real backend actions (like pausing a subscription) based on the click actions you assign to them.
To access your Customer Portal, click on "...More" > Customer Portals.
To start building your customer portal, click here:
Now fill in the following details for your Portal and click "Create your Portal" to save the changes.
Once you create your Customer Portal, you’ll see two pages representing the available screens.
The portal functionality is already built in, so you only need to customize the design, connect elements to the relevant customer data, and choose which actions customers can perform. You can edit each screen independently, just like a regular funnel page.
Think of the portal as a few connected screens. Here’s what each one does:
The Login Screen is where the customer will enter their email or phone number, receive a one-time code, and types it in to log in. This is automatic — you style it, the portal handles the security.
To customize it, click on the Login screen > Edit Page:
The Customer Portal Screen is where your customers will see their subscription details, products, payment methods etc after logging in.
To customize it, click on the Customer Portal screen > Edit Page:
Customer Portal Screen and Sections
Here is a breakdown of what each section does and how to set it up.
Subscriptions List
This is the first screen customers see after logging in. It displays one card per subscription, outlining the subscription’s name, price, billing frequency, status, and next billing date.
💡If a customer has multiple subscriptions, this list will paginate automatically. Clicking a card opens that specific subscription’s detail screen.
Subscription Detail (“Current Subscription”)
This is the full management view for a single subscription. Once an "active subscription" card is clicked on, the customer will see:
Items: Each product in the subscription (image, name, price, and quantity).
Order summary: A complete price breakdown (line items, sales tax, discounts, and total).
Customer & address: Shipping and billing information.
Payment method: The saved card details (brand icon + masked number).
Action buttons: You decide which buttons appear (e.g., skip, pause, resume, cancel, change date, update card).
Back button: Returns the user to the main subscriptions list.
Multi-Quantity (Editable Item Quantities)
You can also allow customers to adjust how many of a specific item they receive.
When a customer adjusts a quantity, the change remains "pending." Nothing is charged or finalized unless they click the Save changes button.
Orders History
A separate tab that lists the customer’s past orders (one card per order).
Clicking an order expands it to reveal line items, taxes, discounts, and totals. Long histories will automatically paginate.
Confirmation Popups
Sensitive actions (like canceling) trigger a confirmation popup rather than happening immediately on the first click.
The cancellation popup can be configured to collect a cancellation reason.
You can edit the text, button labels, and options of these popups directly in the editor.
Upon confirmation, the portal processes the action, displays a success message ("toast"), and refreshes the screen.
Paused Subscriptions
When a subscription is paused, the system automatically blocks actions that no longer apply (e.g., skip next order, change next order date, get order now). The customer will see a gentle note stating, "You can’t change a paused subscription." Options like Cancel and Settings remain active.
This logic is completely built-in; no extra configuration is required.
Click Actions, Datasets, and Conditional States
When building Customer Portal pages, there are three main tools you’ll use to make the experience dynamic: Click Actions, Datasets, and Conditional States.
Each one has a different role:
Click Actions control what happens when a customer interacts with a button. Found in the interactions panel.
Datasets control what an element shows. Found in the data-bindings picker.
Conditional States control when an element shows or how it looks, based on the subscription’s data.
In other words, Datasets show the right information, Click Actions let customers take action, and Conditional States make sure the page adapts based on the subscription’s current status or details.
Together, these allow you to build a Customer Portal that is personalized to each customer and lets them manage their subscriptions directly from the page.
Now let's dive into each one:
Click Actions
Click Actions determine what happens when a customer clicks a button. They are configured from the Interactions tab and become available whenever you're editing a Customer Portal page.
Each action automatically knows which subscription it should affect based on where the button is placed.
For example, a button inside a Subscription Card affects that specific subscription, while a button on the Subscription Details page affects the currently opened subscription. No additional setup is required.
Subscription Actions
View Subscription details
Displays the subscription details.
Pause Subscription
Pauses recurring billing and shipments.
Resume Subscription
Reactivates a paused subscription.
Cancel Subscription
Starts the cancellation flow and optionally collects a cancellation reason.
Skip Next Order
Skips the customer's next scheduled shipment.
Update Next Order Date
Allows customers to choose a new billing date for their next order.
Get Order Now
Processes the next subscription order immediately.
Remove Subscription Item
Removes the selected product. If it's the final item, the customer is redirected to the cancellation flow.
Save Changes
Applies any pending quantity changes made through Multi-Quantity.
Update Payment Method
Allows customers to securely replace their saved payment method.
Update Customer Details
Allows customers to update shipping information and other details.
Log Out
Logs the customer out of the portal.
Upsell Actions
The Customer Portal also supports subscription upsells:
Upsell – Add Once
Adds a product to the customer's next order only. Future renewals remain unchanged.
Upsell – Add Recurring
Adds a product permanently to the subscription so it will be included in every future renewal until removed.
Datasets - Dynamic data you can drop into your design
A dataset lets you bind an element (text, image, etc.) to real customer data instead of typing fixed text. You pick a dataset and a field from the data-bindings picker, and the portal fills it in per customer.
Types of Datasets
Single Dataset
These datasets populate a single element with one value.
For example:
Current Subscription
Customer Information
Payment Method
Summary Total.
You can bind the fields directly to elements (text, image, etc.) anywhere on the page.
To read more about data binding, have a look at our Data Binding article https://docs.funnelish.com/advanced-features/data-binding
Repeating Datasets
These are connected to a Repeater. You design a single container, such as a card or row, and bind the elements inside it to the relevant data fields.
The Repeater then automatically duplicates that design for each available record. For example, it can display one card per product in a subscription or one row per previous order.
This means you only need to build the layout once, then the portal automatically fills in and repeats the remaining items.
To read more about the repeater element, have a look at our article https://docs.funnelish.com/start/funnel-builder/repeater
Subscription datasets
These will provide information about a subscription.
The Current Subscription (the one the customer has opened — usable anywhere on the page) and Active Subscription (the list — repeats once per card) dataset provide these same fields for whichever subscription the customer is currently viewing:
Subscription name
The subscription’s name (its first active item name)
Item names
All active item names, comma-separated
Items count
Total quantity across active items
Subtotal
Total cost of all active items before discounts and tax
Discount
Total discount applied to the subscription
Total
Final subscription amount after discounts and tax
Tax rate
Tax percentage applied to the subscription
Tax total
Total tax amount applied to the subscription
Billing frequency
e.g. “every 30 day(s)”
Billing period
e.g. “per month”
Status
Active / paused / cancelled
Next billing date
Renewal date of subscription
Paused until
The date a pause ends (blank when not paused)
Subscription ID
Bind a radio’s value to it so customers can select the current subscription
Subscription item datasets (repeating list)
Subscription items (inside a subscription card) and Current subscription items (the opened subscription — usable anywhere) — one entry per product:
Item name
The product or subscription item’s name
Item price
The item’s individual price, e.g. “$26.40”
Recurring price
The item’s price and billing cadence, e.g. “$26.40 every 30 days”
Quantity
The number of units included in the subscription
Status
The item’s current status, such as active, paused, or cancelled
Item image
The product image associated with the item
Order datasets
Order history (the orders list — repeats once per order):
Order name
The order’s name or reference number
Order date
The date the order was placed
Order total
The final amount paid for the order
Status
The order’s current status, such as paid, failed, refunded, or cancelled
Items count
Total quantity of items included in the order
Order tax
Total tax amount applied to the order
Tax rate
Tax percentage applied to the order
Discount
Total discount applied to the order
Order items (repeating list — the products in an order):
Item name
The product name
Quantity
The number of units purchased
Item price
The item’s individual price
Item image
The product image associated with the item
Order summary (current subscription price breakdown)
There’s no separate summary dataset — you build the summary from data you already have: a repeating Current subscription items block for the line items, plus the Current subscription’s Subtotal, Discount, Tax total, and Total fields for the breakdown rows.
Customer & payment datasets
Customer (the current subscription’s contact & address details — usable anywhere on the page):
Full name, Initials, First name, Last name
Email, Phone
Shipping: address, city, state, ZIP / postal code, country
Billing: address, city, state, ZIP / postal code, country
Payment details (the saved card):
Card number (masked, e.g. “•••• 1234”)
Expiry month, Expiry year
Card brand — e.g. visa, mastercard, amex
Card brand icon — the brand’s logo
Products dataset
Products (repeating list) — for building upsell/add-product blocks:
Product ID, Name, Title
Price, Displayed price
Product image
Tip: Datasets and click actions work together. A common pattern is a repeating Products block where each card shows the product’s image, name, and price (datasets) with an Upsell – add recurring button (action).
Note: Datasets prefixed with "Current" (like Current Subscription or Current Subscription Items) behave the same way but specifically reference the subscription the customer is currently viewing.
Conditional States
Conditional States allow elements to appear, disappear, or change based on subscription information, allowing you to create dynamic Customer Portal experiences without writing any code.
You can set conditions independently for every subscription.
For example:
Display the “Paused” badge only when the subscription is paused. To do this, click the Paused paragraph element. In the left panel, make sure visibility is enabled for all devices. Then, under State, select Paused.
Showing a "Resume Subscription" button only for paused subscriptions.
You can also hide certain actions depending on the customer's payment gateway or display different elements based on billing frequency or billing cycle.
Final Overview
Once assembled, the Subscription Details page gives customers a clear view of their current subscription and the tools they need to manage it directly from the portal.
A typical setup would include:
A Current Subscription heading connected to the subscription Name, with a Status badge beside it.
A repeating Current Subscription Items section showing each product in the subscription. Each item row displays the product image, name, price, quantity field, and a Remove Subscription Item button.
A Save Changes button that customers can use after editing item quantities.
An Order Summary section showing the subscription line items, discounts, taxes, and total.
Action buttons for common subscription changes, such as Skip Next Order, Pause Subscription, Update Payment Method, and Update Customer Details.
A Resume Subscription button that only appears when the subscription is paused, using Conditional States.
When customers log in, the portal automatically fills this page with their own subscription data. The buttons then perform the actions you assigned to them, so customers can manage their subscription without contacting support.
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