Self-Service Portal - Change Product

Published on
July 20, 2023
Written by
written by Garima Singh
TABLE OF CONTENT

Introduction

circuly gives your customers the flexibility to change their subscribed product directly from the Self-Service Portal. This article explains how the product change experience looks for your customer and what happens in the background once the request is submitted.

Step-by-step guide

  • Log into the Self-Service Portal. 
  • Click on the dropdown menu to see the option.
  • Select "Change product" from the menu options.
  • Click the "CONFIRM" button.
  • A new window slides in from the right-hand side.

  • Click the dropdown arrow to view available product options.

  • Select a new product from the collection displayed.

  • Once a product is selected, the product image and price are shown.

  • Clicks on the Save changes button to confirm your selection. 

Once the change is submitted:

  • The subscription status changes from “active” to “pending replacement”

  • This marks the end of the customer’s interaction.

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Self-Service Portal - Change Product

Introduction

circuly gives your customers the flexibility to change their subscribed product directly from the Self-Service Portal. This article explains how the product change experience looks for your customer and what happens in the background once the request is submitted.

Step-by-step guide

  • Log into the Self-Service Portal. 
  • Click on the dropdown menu to see the option.
  • Select "Change product" from the menu options.
  • Click the "CONFIRM" button.
  • A new window slides in from the right-hand side.

  • Click the dropdown arrow to view available product options.

  • Select a new product from the collection displayed.

  • Once a product is selected, the product image and price are shown.

  • Clicks on the Save changes button to confirm your selection. 

Once the change is submitted:

  • The subscription status changes from “active” to “pending replacement”

  • This marks the end of the customer’s interaction.