Make sure you pasted the `` tag **after** the closing `` tag of the button, not inside it. If the button is wrapped in a table cell (`
`), place the message inside the same cell but after the button link.
Yes β it's standard HTML. Change the `font-size`, `color`, or `margin-top` values to match your brand. You can also make it bold with `` or change the alignment.
No. Each notification template is independent. Changes to the order confirmation template won't affect shipping confirmations or any other email. You'll need to update each one separately.
***
**Done.** Customers will now see "View or Edit your order" in their order confirmation email, with a clear message about how long they have to make changes.
# Restrict which Shopify orders customers can edit
Source: https://docs.revize.app/setup/order-edit-restrictions
Block editing for specific orders or products using order tags and product tags. Control what customers can edit with simple tag-based rules.
Use order tags and product tags to block edits. Leave fields blank to allow edits on everything. Need advanced controls? Email [hello@revize.app](mailto:hello@revize.app) and we'll configure them for you.
## Set it in the app
In the Revize app, click **Settings** in the sidebar, then scroll to **Order edit restrictions**.
Enter tags you want to block under **Order tags** and **Product tags**, then click **Save**.
Add these same tags to your orders or products in Shopify. Revize reads them automatically and blocks edits.
![Order and product tag restriction fields in Revize]()
Block edits for orders or products that have these tags.
## How it works
**What it does**
Add a tag to an order in Shopify. If that tag is in your block list, customers cannot edit anything on that order.
**How to set it up**
1. Add `no-edit` to your order tag block list in Revize
2. Tag an order with `no-edit` in Shopify
3. That entire order becomes uneditable
**Common examples**
* Block `high-risk` orders from being edited
* Keep `wholesale` orders locked
* Prevent edits on `final-sale` orders
* Block `rush` orders that are already being packed
**What it does**
Add a tag to a product in Shopify. If that tag is in your block list, customers cannot edit that specific item in their order. Other items remain editable.
**What gets blocked for that product**
* Changing quantity
* Switching size, color, or variant
* Removing it from the order
**How to set it up**
1. Add `final-sale` to your product tag block list in Revize
2. Tag a product with `final-sale` in Shopify
3. That product becomes uneditable in all orders
**Common examples**
* Block `final-sale` items from being changed
* Protect `custom` or `personalized` products
* Lock `bundle` components from being modified
## Where to find tags in Shopify
**For orders:**
1. Go to Orders in your Shopify admin
2. Click on any order
3. Scroll down to see the Tags field
4. Add tags like `no-edit` or `high-risk`
**For products:**
1. Go to Products in your Shopify admin
2. Click on any product
3. In the Search engine listing section, find Tags
4. Add tags like `final-sale` or `custom`
## Advanced restrictions
For more complex rules, we can configure these for you:
Allow edits but prevent order cancellations using specific order tags.
Block address edits for specific customer types using customer tags.
Show only specific products when customers try to add items to their order.
Block edits based on custom line item properties like bundle IDs or special flags.
## Best practices
**Use clear tag names:**
* `no-edit` instead of `ne` or `block`
* `final-sale` instead of `fs` or `clearance`
* `high-risk` instead of `hr` or `risky`
**Plan your strategy:**
* Decide which products should never be editable and tag them when you create them
* Use Shopify Flow to automatically tag orders based on value, location, or customer type
* Document your tags so your team knows what each one does
## Common questions
**Check these things:**
* Make sure the tag name in Revize matches exactly what you typed in Shopify
* Click **Save** in Revize after adding the tag
* Check if you added the tag to the right place (order page vs product page)
* Refresh the customer's order page and try again
**This is normal.** Product tags only block that specific product. Customers can still edit other items in the same order.
If you want to block the entire order, use an order tag instead.
**Yes, with Shopify Flow.** Set up a Flow that adds a `no-edit` tag to orders 2 hours after they're created. Then add `no-edit` to your order tag block list in Revize.
**Email us!** Send your requirements to [hello@revize.app](mailto:hello@revize.app). We can set up custom rules for almost any scenario.
**Set up automatic tagging to block edits based on your business rules:**
First, add your blocking tags in Revize under order tags or product tags (like `no-edit` or `high-risk`).
In Shopify, create a Flow that adds these same tags to orders or products based on your conditions.
When Flow adds the tag to an order or product, Revize automatically blocks editing.
**Example workflows:**
* Add `no-edit` to your order tag block list β Create a Flow that tags orders with `no-edit` 2 hours after they're placed
* Add `high-risk` to your order tag block list β Create a Flow that tags orders over \$500 with `high-risk`
* Add `final-sale` to your product tag block list β Create a Flow that tags clearance products with `final-sale`
The tags you set up in Revize and the tags Flow adds to orders or products must match exactly for blocking to work.
## Related setup
* [Edit window](/setup/edit-window) β set how long customers can edit orders
* [Order processing](/setup/order-processing) β choose hold vs skip-hold workflow
* [Customer edit options](/features/customer-portal) β control what types of edits are allowed
# Hold Shopify orders while customers edit
Source: https://docs.revize.app/setup/order-processing
Control how orders flow to fulfillment while customers can edit their orders. Choose to hold orders during editing or let them flow normally with release tags.
Revize is a Shopify app for post-checkout order editing.
## Set it in the app
In the Revize app, click **Order Editing** in the sidebar.
In **Order processing**, select **Hold orders** or **Skip hold** and click **Save**.
## Your options
Orders are put on hold during the editing window, then released for fulfillment when editing closes.
Prevents your 3PL from picking orders too early.
Orders flow normally through your systems. Use a release tag so your 3PL knows when editing is complete.
Good for tag-based fulfillment workflows.
## How each option works
**How it works**
Orders are automatically put on hold in Shopify when they're created. When the editing window closes, the hold is lifted and the order flows seamlessly into your fulfillment system.
**Why it's recommended**
* Prevents your 3PL from picking orders immediately after checkout
* Ensures edited orders don't cause fulfillment conflicts
* Simple workflow that works with any 3PL or WMS
* No additional configuration needed
**How it works**
Orders flow normally through your systems without being put on hold. Revize can add a release tag when the editing window closes to signal your 3PL that the order is ready for fulfillment.
**Pick this when**
* Your 3PL can wait for a release tag before picking orders
* You want to use tag-based workflows instead of hold/release
**Release tag setup**
Enable the **Add release tag** option to tag orders with `revize:order_released` when editing closes. Configure your 3PL to only pick orders that have this tag.
Without a release tag, your 3PL might pick orders before customers finish editing, which can cause fulfillment issues.
## Release tag configuration
When you select **Skip hold**, enable the release tag feature:
* **What it does**: Adds `revize:order_released` tag when editing window closes
* **Purpose**: Signals to your 3PL that the order is ready for fulfillment
* **Benefit**: Prevents picking orders that are still being edited
**Setup steps**
Turn on **Add release tag** in your Revize settings
Set your 3PL to only pick orders with the `revize:order_released` tag
Orders flow normally but aren't picked until editing is complete
## Related setup
* [Edit window](/setup/edit-window) β set how long customers can edit orders
* [Fulfillment sync](/setup/fulfillment-sync) β control when orders release to your 3PL/ERP
* [Customer edit options](/features/customer-portal) β decide what shoppers can change
# Payments and refunds for Shopify order edits
Source: https://docs.revize.app/setup/payments-and-refunds
Choose how Revize handles price changes during order edits. Let customers pay the difference, issue refunds to the original payment method, or refund as store credit to boost loyalty.
Revize is a Shopify app for post-checkout order editing.
## Set it in the app
In the Revize app, click Order Editing in the sidebar.
Scroll to Refund options.
Select No refund, Refund to original payment, or Refund as store credit, then click Save.
![Revize refund options and payment difference settings]()
## How price changes work
**Price increases:** Revize shows a Pay now button and securely collects the difference through Shopify.\
**Price decreases:** Revize follows the refund option you choose below.
### Customer payment widgets
When order totals change, customers see clear widgets explaining the price difference and next steps.
![Pay now widget when order total increases]()
![Refund widget when order total decreases]()
![Confirm widget for same-price changes]()
## Refund options
How it works\
Keeps the final total at or above the original order amount. Even swaps are allowed; reducing value is blocked unless the shopper adds items or value to meet the original total.
Choose this when
* You want predictable revenue without partial refunds
* You want to offer broad editing flexibility without lowering totals
* You prefer fewer refund events in accounting
Customer experience\
If a change would lower the total, Revize blocks the edit and shows a message. The order total must stay at or above the original order amount.
How it works\
When edits reduce the total, Revize automatically refunds the difference to the card or wallet used at checkout.
Choose this when
* You want a simple and familiar experience for shoppers
* You follow strict refund policies
Customer experience\
The Refund button shows the amount. After they confirm, the order updates and a partial refund is issued via Shopify.
How it works\
Converts the difference into store credit rather than cash.
Choose this when
* You want to retain revenue and encourage repeat purchases
* You focus on lifetime value and loyalty
Customer experience\
The Refund button indicates credit will be issued. The order updates right away and the credit is available for next time.
## Recommended settings
Start with: Refund to original payment.\
It's simple for customers and easy to support. You can switch to store credit later.
Consider: Refund as store credit.\
Keeps revenue in your ecosystem and often lifts future order value.
You can change your refund policy anytime. The new setting applies to future edits. Orders already in progress keep the method that was active when they started editing.
## Related setup
* [Edit window](/setup/edit-window) β control how long customers can edit
* [Order processing](/setup/order-processing) β hold during editing or flow with release tags
Want to see Pay now, Refund, and Confirm in action? Follow the steps in How to Test Revize.
# Shopify post-purchase upsells on the same order
Source: https://docs.revize.app/setup/post-purchase-upsells
Create targeted Shopify post-purchase upsell offers on the Thank-you and Order-status pages. Choose products, discounts, layouts, countdowns, schedules, and measure captured revenue.
Post-purchase Upsells let customers add multiple products to an order they have already placed. Revize adds them to the **same Shopify order**, Shopify collects only the difference, and everything ships together.
![Post-purchase upsell offer with discounted product cards and an order-editing countdown]( "A post-purchase upsell as customers see it on the order-status page")
## Three ways customers can add products
Revize gives you three product-addition experiences. They work together, but they solve different jobs.
**You are here.** Proactively recommend products on the Thank-you and Order-status pages. You control the audience, product source, discount, layout, timing, and priority.
Let customers open the Revize Customer Portal and search or browse products when they already know what they want to add.
Put one-click Add to Order links in your post-purchase email and SMS flows.
This guide focuses on **Upsell offers**, the rule-driven offer engine available on the **Pro plan**.
## How the customer flow works
When a customer opens the Thank-you or Order-status page, Revize checks your active offers from top to bottom and shows the first one whose conditions match the order.
The offer displays products in your selected layout, with the discount, countdown, variants, quantity, and **Add to order** button.
The selected item is added through Shopify order editing. There is no second cart and no separate order.
Shopify recalculates the amount due and handles the additional payment. The added item stays on fulfillment hold until payment is captured, except for cash-on-delivery orders.
Payment always stays in Shopify's native flow. After the item is added, Shopify recalculates the amount due and lets the customer review and pay for the updated order. Revize does not create a side checkout or send a manual invoice for the upsell.
## Create an upsell offer
Open **Upsell** in the Revize app and click **Create offer**. New offers start as **Draft**, so nothing appears to customers until you set the status to **Active** and save.
![Revize upsell offer builder showing product sources, discount, countdown, page placement, and live preview]( "Choose a product source and configure the offer with a live preview")
Give the offer an internal name, then show it on the **Thank-you page**, **Order-status page**, or both.
Target specific orders or customers. Leave the conditions empty to show the offer on every eligible order.
Pick one of the six product sources below, then set fallbacks and inventory safety.
Add an optional discount, choose a layout, customize the copy, and enable an honest countdown tied to the order-editing deadline.
Set a start and end date if needed, choose how often the offer can be accepted, change the status to **Active**, and save.
## Choose what to recommend
Hand-pick the exact products you want to show.
Pull products from a Shopify collection.
Use Shopify recommendations to show products similar to what is already in the order.
Show products that go well with the order, including relationships configured in Shopify Search & Discovery.
Recommend in-stock top sellers automatically.
Show products the customer browsed but did not buy, powered by Revize's consent-aware web pixel.
### Product safeguards
Turn on **Fall back to bestsellers** to keep the offer visible when the selected source has no eligible products.
Recently viewed offers can also fall back to related products when the shopper has no browse history.
Choose one of three inventory rules:
* Skip products that are out of stock
* Skip products with fewer than 5 units in stock
* Show products regardless of stock
Enable **Hide products already in the order** when you never want to recommend an item the customer just bought.
## Target the right orders
With no conditions, the offer is eligible for every order. Add conditions when the offer should appear only for a particular order or customer segment.
| Condition | Example |
| -------------------------- | ------------------------------------------------------------- |
| **Order tags** | Show a wholesale add-on only when the order has `b2b` |
| **Order total** | Show a premium accessory above \$100 |
| **Item count** | Show a small add-on for one-item orders |
| **Order contains product** | Recommend refills when the starter kit is present |
| **Payment method** | Create different offers for prepaid and manual payment orders |
| **Shipping country** | Limit an offer to countries you can fulfill quickly |
| **Customer tags** | Give VIP or wholesale customers a dedicated offer |
| **First-time buyer** | Introduce a popular add-on after the first purchase |
| **Returning customer** | Show a loyalty-focused offer |
| **Lifetime spend** | Reserve a premium offer for high-value customers |
| **Order placed during** | Run an offer only during selected hours |
Conditions sit inside groups with **ALL** or **ANY** matching. Groups can also be combined with ALL or ANY, so you can express logic such as:
`(VIP customer) OR (order total above 150 AND shipping country is US)`
Revize re-checks the conditions on the server when the customer accepts the offer. An outdated page cannot bypass your targeting rules.
## Add a per-offer discount
Turn on **Discount** inside the offer builder, then choose:
* **Percentage** or **fixed amount**
* The discount value
* A discount label shown on the Shopify order line
* **Show strikethrough pricing** to display the original price beside the offer price
* **Exclude upsell from order discounts** when the upsell line should receive only its own offer discount
The offer discount is committed with the order edit. It is not stacked on top of a second copy of the same discount.
## Choose a layout
Full-width rows with room for product details.
Swipeable product cards, useful when you want to show several choices without a long page.
Compact rows and columns, with 2, 3, or 4 products per row on larger screens.
One hero product with maximum visual emphasis.
You can also set the number of visible cards, maximum products, button style, image shape, image fit, and whether product descriptions appear.
### Customize the copy
Edit the **Heading**, **Subheading**, and **Button text** per offer. Leave them blank to use Revize's built-in translated defaults.
Two dynamic tokens are available:
* `[discount]` inserts the offer discount, such as `20%`
* `[duration]` inserts the remaining offer time
Colors and fonts inherit the store's Shopify checkout branding automatically.
## Use an honest countdown
The countdown is optional and configured per offer.
Counts down to the real moment the order locks for editing. This is the recommended mode because the urgency matches the customer's actual last chance to add an item.
Starts a fixed duration when the customer first sees the offer. A custom countdown never runs past the real order-editing deadline.
Place the timer beside or below the heading, then choose **Boxed digits**, **Pill**, or **Plain text**.
## Control placement
![Revize upsell settings with expandable, card, and standalone order-status placements plus product image and recently viewed controls]( "Order-status placement and recently viewed tracking settings")
On the Order-status page, choose one of three placements. The placement changes both the layout and what happens after the customer accepts an offer.
Show the offer as a highlighted card attached to the Revize order editor. You can place it above or below the editor. Because it shares the editor's add-product flow, the order updates instantly without refreshing the page.
Show the same editor-attached experience inside a compact **Offers for you** accordion. Customers expand the section and add a product without leaving or refreshing the page.
Add an isolated upsell block anywhere on the Order-status page through Shopify's **Add blocks** editor. After a customer accepts an offer, this block refreshes the page so Shopify can load the updated order. That refresh is expected for the standalone surface.
The Thank-you page always uses the standalone block.
If you select **Card above or below the editor** or **Expandable section**, you do not need a separate Upsell app block on the Order-status page. The normal Revize Customer Portal block is enough. Add the separate block only for the **Standalone block** placement or the Thank-you page.
## Recommend recently viewed products
Recently viewed offers turn a shopper's own browsing history into a highly relevant follow-up. Instead of showing a generic bestseller, Revize can surface the exact products the customer viewed but did not purchase while the original order is still open for editing.
![A consent-aware Revize web pixel connecting recently viewed products to a personalized post-purchase offer]( "Recently viewed products become personalized post-purchase recommendations")
Open **Upsell β Settings** and enable **Recently viewed tracking**. Revize adds a lightweight Shopify web pixel that:
1. Records product-view events only when the customer's analytics consent allows it
2. Connects that browsing session to the customer's checkout
3. Makes eligible viewed products available to the **Recently viewed** source on the Thank-you and Order-status pages
This creates a natural second chance for products the customer was already considering, without requiring you to hand-pick recommendations for every order. If no eligible browse history is available, configure the offer to fall back to related products or show nothing.
Nothing is recorded until you enable the setting. The Upsell settings page also shows whether the web pixel is active.
## Schedule and prioritize offers
* **Start:** immediately or on a chosen date
* **End:** never or on a chosen date
* **Priority:** drag offers into the order Revize should evaluate them
* **Accepts per order:** unlimited or once per order
* **Automatic states:** scheduled, active, and expired based on your dates
Revize evaluates active offers from top to bottom and shows the first matching one. Put the most specific offers above broad fallback offers.
## Measure captured upsell revenue
The Upsell dashboard reports:
See how many orders saw an offer, how many accepted, and the order-based conversion rate.
Measure the change in average order value from paid upsells.
Compare individual offers and daily trends.
See the top five upsold products ranked by captured revenue.
**Revenue counts only captured sales.** An accepted offer that is never paid for, or an item that is removed before payment, contributes zero. Revize reconciles the result with Shopify before it appears as Upsell revenue.
## Order tags
Revize applies tags that you can use in Shopify Flow, reporting, fulfillment rules, or your own integrations.
| Tag | Meaning |
| ------------------------- | --------------------------------------------- |
| `revize:upsell` | The order's net value increased after an edit |
| `revize:upsell_offer` | A customer accepted an Upsell offer |
| `revize:order_downgraded` | The order's net value decreased after an edit |
## Enable your first offer
In the Revize app, go to **Upsell**.
Click **Create offer**, choose the surfaces, targeting, products, discount, design, countdown, and schedule.
New offers are Draft. Change the status to **Active**, then save.
Add the Revize Upsell block to the **Thank-you page** and to the Order-status page only when you selected **Standalone block**. For **Card above or below the editor** or **Expandable section**, the normal Revize Customer Portal block is enough. Do not add a second Upsell block.
Open the Thank-you and Order-status pages, confirm the right offer appears, add a product, and complete the Shopify payment flow.
Start with one broad offer and a real order-editing deadline. Once you have conversion data, add more specific offers above it for VIPs, high-value orders, or particular products.
***
## Frequently asked questions
No. Revize adds the product to the customer's existing Shopify order through order editing.
Shopify handles the additional payment. After Revize adds the item, the customer reviews the updated order and pays the recalculated amount through Shopify.
The added item stays on fulfillment hold and does not count as captured Upsell revenue. Enable [Reverse Unpaid Edits](/setup/reverse-unpaid-edits) under **Settings β General** when you want unpaid changes rolled back automatically after a grace window.
Yes. Revize checks active offers in priority order and shows the first one whose conditions match. Drag offers to change their priority.
You decide per offer. Choose **Unlimited** or **Once per order** under Advanced.
Built-in default copy is translated automatically. Custom Heading, Subheading, and Button text can be translated per offer from **Translations**.
The recommended mode counts down to the real order-editing deadline. A custom countdown is also capped by that deadline, so it never claims the offer lasts longer than the order can actually be edited.
Upsell offers are available on the **Pro plan**. The customer-initiated Add products experience remains part of the Revize order-editing portal.
## Related Revize features
* [Add Products](/features/add-products-upsell): the customer-initiated flow inside the Revize Customer Portal
* [Customer Portal](/features/customer-portal): where customers manage the rest of their order
* [Reverse Unpaid Edits](/setup/reverse-unpaid-edits): automatically restore orders when customers do not pay for added cost
* [Product Variant & Quantity Edits](/features/product-quantity-edits): let customers adjust products already in the order
* [Order Editing Window](/setup/edit-window): controls the real deadline used by the Upsell countdown
* [Rules Engine](/setup/rules-engine): set different editing windows for different kinds of orders
* [Analytics](/features/analytics): measure the broader impact of post-purchase edits
# Reverse unpaid Shopify order edits automatically
Source: https://docs.revize.app/setup/reverse-unpaid-edits
Automatically restore an edited Shopify order to its last paid state when a customer does not pay the additional balance.
Reverse Unpaid Edits restores an order to its **last paid state** when a customer abandons an additional payment. Revize releases the fulfillment hold only after Shopify confirms that the balance is settled.
![Revize Reverse Unpaid Edits settings with automatic reversal, wait time, and exclusion tags]( "Choose when Revize should reverse unpaid order edits")
Reverse Unpaid Edits is available on the **Pro plan**, is **off by default**, and changes nothing until you enable it under **Settings β General**.
## What changes when you enable it
When a customer adds a product, upgrades shipping, or makes another change that increases the order total, Shopify creates an additional balance. Revize holds the edited order from fulfillment while the customer pays.
Without automatic reversal, an unpaid order can remain on hold after its editing deadline and later trigger a payment-incomplete email for merchant action. With **Reverse Unpaid Edits** enabled, Revize waits through your grace period, removes the unpaid change, verifies the live Shopify balance, and releases the order automatically.
Revize does not reset the whole order. If a customer paid for one edit and abandoned a later one, only the later unpaid difference is reversed.
## When the grace period starts
Set a positive duration in **minutes** or **hours**. The timer behaves differently depending on your order-editing window:
For deadlines such as **15 minutes**, **60 minutes**, or **Saturday at 4:00 PM**, the grace period starts only when the editing deadline ends.
Example: if editing ends at 4:00 PM and the grace period is 30 minutes, Revize checks the unpaid order at 4:30 PM.
Because there is no fixed editing deadline, the grace period starts when a completed edit leaves an additional balance due.
Every newer unpaid edit resets the timer, so Revize always measures the grace period from the customer's latest unpaid change.
If the customer pays before the timer ends, Revize leaves the paid edit in place and the reversal does not run.
## What Revize restores
Revize returns line items, quantities, shipping, and any payment-causing address change to the newest paid or authorized version of the order. A harmless address correction is preserved when it did not create the unpaid balance.
If the restored order becomes overpaid, Revize schedules a refund for the difference. If Shopify still reports money owing after the rollback, the order stays on hold for review. It is never released with a remaining balance.
Revize skips automatic reversal when the order:
* Has already been paid or cancelled
* Already matches its last paid state
* Uses cash on delivery or another manual or offline payment method
* Has one of your **Do-not-reverse tags**
## Enable Reverse Unpaid Edits
Go to **Settings β General β Reverse unpaid edits** and turn on **Reverse automatically**.
Enter a duration of at least `1`, then choose **Minutes** or **Hours**. This is the grace period described above.
Add any order tags that should keep a matching order out of the automation. Matching is case-insensitive.
Save the settings. New eligible unpaid edits will now be reversed and released automatically after the grace period.
Start with enough time for customers to finish Shopify's additional-payment flow, without delaying fulfillment longer than your team can tolerate.
Before changing or releasing anything, Revize checks the live Shopify order again. Successful reversals add the `revize:reverse_unpaid` tag and remove the unpaid change from captured-revenue reporting.
## Related Revize features
* [Post-purchase Upsells](/setup/post-purchase-upsells): add products to an existing order and collect only the difference
* [Order Editing Window](/setup/edit-window): control how long customers can edit their orders
* [Fulfillment Sync](/setup/fulfillment-sync): hold edited orders until they are ready to ship
* [Payments & Refunds](/setup/payments-and-refunds): understand Shopify's additional-payment and refund handling
* [Analytics](/features/analytics): measure captured added revenue and post-purchase edits
# Shopify order editing rules engine
Source: https://docs.revize.app/setup/rules-engine
Set per-order editing policies with the Revize rules engine. Match orders on tags, customer, metafields, value, destination, and more, then control the editing deadline and apply actions like fulfillment holds, hidden modules, and tags. Available on Pro and above.
Revize is a Shopify app for post-checkout order editing.
One store-wide editing window forces compromises. The **rules engine** lets you set a different editing policy per order: pre-orders stay open for weeks, in-stock orders lock in minutes, VIPs get extra time, and high-risk destinations are locked down. You get full control, order by order.
![The rules engine editor: conditions and editing deadline]( "Build a rule: set the conditions that match orders, then the editing deadline for those orders")
## Why a rules engine helps
Instead of one window for the whole store, give each kind of order the exact editing policy it needs.
Lock editing fast on in-stock orders, or hold fulfillment while an order stays editable, so nothing ships mid-change.
Give VIPs or wholesale accounts a longer editing window without opening it up for everyone.
Pre-order plus in-stock, subscription plus one-off, B2B plus retail. Each segment gets its own deadline and behavior.
## How a rule works
A rule has three parts. You define when it applies, how long editing stays open, and what else should happen.
Pick what an order must match: tags, customer, metafields, value, destination, and more. Combine conditions with AND/OR logic.
Choose the deadline for matched orders: the store default, a fixed duration, a scheduled cutoff, a specific time, a date from a metafield, or until the order is fulfilled.
Optionally hold fulfillment, hide specific edit modules, apply tags, or disable editing entirely for matched orders.
Rules run in priority order and the first match wins. Any order that matches no rule falls back to your [store-wide editing window](/setup/edit-window), so you can roll out rules gradually with zero migration.
## Conditions
Add one or more conditions to decide which orders a rule applies to. The rule matches when the conditions evaluate true against the order.
| Condition | What it matches | Operators | Example value |
| ----------------------- | ----------------------------------------------------------- | -------------------------------------- | --------------------------------------------------- |
| **Order tags** | Tags on the order | is, is not, contains, does not contain | `pre-order`, `in-stock` |
| **Customer tags** | Tags on the order's customer | is, is not, contains, does not contain | `vip`, `wholesale` |
| **Metafield** | An order metafield by namespace and key | exists, equals | namespace `custom`, key `process_date`, value `red` |
| **Order value** | The order total | is greater than, is less than | `150` (a number, in your store currency) |
| **Destination country** | The shipping country | is | ISO codes such as `us`, `ca`, `gb` |
| **Shipping method** | The shipping method chosen at checkout | is, is not, contains, does not contain | `Standard`, `Express` |
| **B2B orders** | Orders placed by a B2B company | is true | no value |
| **Subscription** | Recurring subscription orders (Skio, Recharge, and similar) | is true | no value |
| **Pickup** | Local pickup orders | is true | no value |
| **Sales channel** | The order's sales channel | is | `web`, `pos`, `draft_order` |
| **Days of week** | Orders placed on specific weekdays | is | `Mon`, `Tue`, `Fri` |
| **Time window** | Orders placed during specific hours (store timezone) | between | `18:00` to `06:00` (24-hour, spans midnight) |
**Group your logic.** Combine conditions with **AND** (match all) or **OR** (match any). For more complex rules, add condition groups and set how the groups combine, so you can express things like "(VIP customer) OR (order over 500 AND ships to Germany)".
**Values are free text where it makes sense.** Tags, shipping methods, and metafield values are entered as you type them (tags and countries as chips). Country and sales-channel values are matched case-insensitively. There is no product or SKU condition; to target specific products, tag those orders (for example with Shopify Flow) and match the order tag.
## Editing deadline
The deadline controls how long matched orders stay editable.
| Mode | What it does | Buffer |
| ------------------------- | ---------------------------------------------------------------------------------------------------------------------------------- | ------ |
| **Store default** | Uses your store-wide editing window. No per-rule override. | No |
| **After a duration** | Editable for a set time after the order is placed. Presets: 15 minutes, 30 minutes, 1 hour, 24 hours, 48 hours, or a custom value. | No |
| **Scheduled cutoff** | One or more weekday and time cutoffs (for example every Friday at 5pm). | Yes |
| **Specific time** | A fixed wall-clock cutoff, daily or on a chosen weekday. | Yes |
| **From a metafield date** | Reads the deadline from an order metafield. Used by pre-order shops where the ship date is set per order by Shopify Flow. | Yes |
| **Until fulfilled** | Editing stays open until Shopify marks the order fulfilled. | No |
**Buffer.** Scheduled cutoff, specific time, and from-a-metafield-date deadlines support a buffer: a stretch of time before the nominal deadline where editing is already closed. For a Friday 5pm cutoff with a 2-hour buffer, editing closes at 3pm, so an order placed anywhere from 3:01pm to 4:59pm finds editing already closed rather than getting a shortened window. Set a buffer value and a unit of minutes, hours, or days.
**What the metafield must hold (From a metafield date).** You enter the metafield namespace (for example `custom`) and key (for example `process_date`). The metafield itself must hold a date or datetime: a Shopify **date** or **date and time** metafield, an ISO 8601 datetime (`2026-07-15T17:00:00Z`), a plain date (`2026-07-15`), or a Unix timestamp all work. Dates without a timezone are read in your store timezone.
## Actions
Actions are optional side effects that run for orders a rule matches. Each is a simple on/off toggle.
![Rules engine actions: tag orders, hold fulfillment, hide modules, disable editing]( "Actions for matched orders: tag orders, hold fulfillment, hide modules, or disable editing")
Apply one or more tags to the order once its editing deadline closes, not when the rule first matches. Useful for downstream automations, for example tagging orders as soon as editing closes so Shopify Flow or your 3PL can act on them.
Place a Shopify fulfillment hold while the order stays editable, so it does not ship mid-change. The hold is released when the editing deadline passes.
Hide specific edit actions from the customer portal for matched orders. Pick any of: Add products, Replace products, Change variant or quantity, Edit shipping address, Edit contact information, Upgrade shipping method, Download tax invoice, Apply discounts, Cancel order, Contact customer support, Add preferred delivery date, Add custom note.
Turn off editing entirely for matched orders. The portal editing section is not shown, regardless of the deadline.
A couple of natural constraints keep rules sensible: **Disable editing** and **Hold fulfillment** cannot both be on (a disabled order has nothing to hold for), and the **Until fulfilled** deadline turns off Hold fulfillment and Tag orders, since those act on a time-based cutoff.
## Priority and fallback
* **First match wins.** Rules run in priority order, top to bottom. The first rule whose conditions match an order is applied, and the rest are skipped.
* **Drag to reorder.** Reorder rules on the list page to change their priority. Put your most specific rules above your broadest ones.
* **Fallback to the store default.** Any order that matches no rule uses your [store-wide editing window](/setup/edit-window). You can add rules incrementally without touching your default.
## How rules are evaluated
* **Evaluated when the order is placed.** Revize snapshots the order (tags, customer, metafields, value, destination, and more) and picks the matching rule.
* **Flow-aware.** Shopify Flow often writes tags or metafields a moment after checkout. Revize waits up to a minute for that late-arriving data and re-evaluates, so those orders still match the right rule.
* **Two things stay dynamic after checkout:**
* **Metafield-date deadlines shift with the date.** If a rule reads its deadline from a metafield and that date changes (for example a pre-order ship date pushed back), the deadline moves with it.
* **Tag-based rules re-match when tags change.** If a rule matches on order tags or customer tags and those tags are added or removed later (by Shopify Flow, an app, or your team), Revize re-evaluates and can apply a different rule, updating the deadline.
* **Customer edits do not re-trigger it.** A customer editing their own order (address, items, quantity, value) never changes which rule applies or shifts the deadline. Only the rule inputs above (tags and rule-referenced metafields) drive re-evaluation.
## Example rules
Five setups merchants run today:
| Scenario | Condition | Editing deadline | Actions |
| ---------------------------------- | --------------------------- | ------------------------------ | --------------- |
| **Pre-order shop** | Order tag `pre-order` | Until fulfilled | None |
| **VIP differentiation** | Customer tag `vip` | After a duration, 48 hours | None |
| **B2B end-of-business cutoff** | B2B orders | Scheduled cutoff, weekdays 5pm | None |
| **High-risk destination lockdown** | Destination is `ru` or `by` | Store default | Disable editing |
| **Fast-shipping in-stock SKUs** | Order tag `in-stock` | After a duration, 30 minutes | None |
## Create a rule
In the Revize app, go to **Order Editing β Rules**. On the Pro plan and above you will see the rules list; the first time, it shows an empty state with **Create rule**.
Give the rule a clear name (for example "VIP Customers") and set its status to **Active** when you are ready for it to apply.
Click **Add condition** to choose what orders it matches. Add more conditions or an **Add condition group** for complex logic, and set AND/OR.
Pick a deadline mode. For **After a duration**, choose a preset or set a custom value. For scheduled, specific-time, or metafield-date modes, set the cutoff and an optional buffer.
Optionally turn on Tag orders, Hold fulfillment, Hide modules, or Disable editing.
Save the rule. Back on the list, drag rules into priority order so the most specific ones sit above the broadest ones.
Order your rules from most specific to most general. A narrow rule like "high-risk destination lockdown" should sit above a broad rule like "all orders editable for 24 hours", so the specific policy wins.
***
## Frequently asked questions
The rules engine is available on the **Pro plan and above**. On other plans, every order uses your store-wide editing window.
They fall back to your [store-wide editing window](/setup/edit-window). Rules only override the default for the orders they match, so adoption is incremental with zero migration.
The first match wins. Rules are evaluated in priority order (top to bottom), and only the first rule whose conditions match is applied. Drag rules to reorder their priority.
No. A customer editing their own order (address, items, quantity, value) does not change which rule applies or shift the deadline. Revize does re-evaluate when the inputs a rule depends on change: order tags, customer tags, or a metafield the rule reads. So a metafield-date deadline moves if the date changes, and a tag-based rule re-matches if the order's tags change.
No. Rules apply to new orders placed after the rule is active. Existing orders keep the deadline they already had.
Not directly. There is no product or SKU condition. Match on order tags instead (for example tag in-stock SKUs at checkout with Shopify Flow, then match the `in-stock` order tag).
Yes. Revize waits up to a minute after checkout for Shopify Flow to write tags or metafields, then evaluates, so rules that depend on that data still match.
The rules engine turns a single store-wide window into a full policy engine: match orders on the conditions that matter to you, set the right editing deadline for each, and layer on holds, hidden modules, and tags. You decide exactly how every order behaves.
## Related Revize features
* [Order Editing Window](/setup/edit-window): the store-wide default that rules override, and the fallback for unmatched orders
* [Order Edit Restrictions](/setup/order-edit-restrictions): further limits on what customers can edit
* [Customer Portal](/features/customer-portal): where customers make the edits your rules govern
# Edit Shopify subscription and pre-order purchases
Source: https://docs.revize.app/setup/subscription-preorders
Revize supports order editing for subscription and pre-order purchases. Extend self-service editing to recurring orders and advance purchases.
Revize goes beyond Shopify's native capabilities to support order editing for subscriptions and pre-ordersβgiving your customers flexibility across all purchase types.
## Subscription order editing
Shopify has limitations on editing subscription orders natively. Revize extends these capabilities so your subscription customers get the same self-service experience as one-time buyers.
![Subscription order editing]( "Edit subscription orders with Revize")
### What Revize enables
Subscription customers get the same self-service portal as one-time buyers:
* **[Change variant](/features/product-quantity-edits)** β swap size, flavor, or any variant for the current order
* **[Add one-time products](/features/add-products-upsell)** β ship extras alongside the recurring order
* **[Update shipping address](/features/address-edits)** β optionally sync to the subscription contract
* **[Apply discount codes](/features/apply-discounts)** β codes the customer forgot at checkout
* **[Cancel current order](/features/cancel-order)** β without cancelling the whole subscription
* **[Request tax invoice](/features/invoices-and-tax)** β generate and download
* **[Submit support tickets](/features/support-tickets)** β direct from the portal
* **[Set preferred delivery date](/features/delivery-date)** β for the current fulfillment
### How it works
* **Variant changes persist for that order only** β If a customer swaps from "Medium" to "Large", it applies to the current order. Future subscription orders follow the subscription contract.
* **One-time products ship together** β Added items are fulfilled with the subscription order, not separately.
* **Edits stay in Shopify** β Changes sync to Shopify but don't modify the subscription app's contract.
For changes to future subscription orders (frequency, ongoing variant changes, etc.), customers should use your subscription app's management portal.
### Supported subscription apps
Revize works with any subscription app that creates orders through Shopify:
* ReCharge
* Bold Subscriptions
* Appstle
* Loop
* Seal Subscriptions
* PayWhirl
* And others
***
## Pre-order editing
Revize provides **complete end-to-end support** for pre-order editingβsomething Shopify doesn't offer natively.
### Full pre-order capabilities
* **Edit before release** β modify pre-orders anytime before the product ships
* **Change variants** β swap colors, sizes, or configurations before fulfillment
* **Add products** β include additional items to ship with the pre-order
* **Update details** β change shipping address, contact info, or delivery preferences
### Compatible pre-order apps
Revize works seamlessly with all major pre-order apps, including:
* PreProduct nextβgen preβorder
* Preorder, Back In Stock β STOQ
* Notify! Back in Stock|PreOrder
* Preorder | Notify Me Timesact
* And many more
Using a pre-order app? [Contact us](/support/contact) for smooth integration and setup.
### Why this matters
Pre-order customers often wait weeks or months for their items. During that time, circumstances changeβthey move, want a different color, or need to add something else. Revize lets them handle these changes themselves instead of contacting support.
***
## Get started
Subscription and pre-order editing requires configuration for your specific setup.
Reach out to enable subscription and pre-order editing for your store
See how it works with your subscription app
## Related pages
* [Customer Portal](/features/customer-portal) β where customers access editing
* [Add Products](/features/add-products-upsell) β add items to any order type
* [Edit Window Settings](/setup/edit-window) β configure when editing is available
# Translate the Shopify order editing portal
Source: https://docs.revize.app/setup/translations
Customize and translate Shopify order editing text for global customers. Revize supports 24+ languages with automatic translations and full customization options.
Speak your customers' language. Revize automatically translates the order editing experience into 24+ languages, with full customization control to match your brand voice.
## Why translations matter for global Shopify stores
Customers feel more confident editing orders in their native language, leading to higher completion rates.
Clear, localized instructions prevent misunderstandings and reduce international support tickets.
Professional translations in local languages show customers you care about their experience.
Remove language barriers to serve international customers effectively across all markets.
## Supported languages
**Western European:**
* Spanish (es)
* French (fr)
* German (de)
* Italian (it)
* Dutch (nl)
* Portuguese (pt)
* Portuguese Brazilian (pt-br)
**Northern & Eastern European:**
* Finnish (fi)
* Swedish (sv)
* Danish (da)
* Norwegian (no)
* Polish (pl)
* Hungarian (hu)
* Lithuanian (lt)
* Romanian (ro)
* Russian (ru)
**East Asian:**
* Korean (ko)
* Japanese (ja)
* Simplified Chinese (zh)
**Southeast & South Asian:**
* Thai (th)
* Georgian (ka)
**Middle Eastern & Semitic:**
* Hebrew (he)
* Arabic (ar)
Need another language? Email us at [hello@revize.app](mailto:hello@revize.app) and we'll add it within minutes. We can support virtually any language your customers speak.
## Translation quality and customization
We use advanced AI combined with human review to ensure accurate, natural translations. However, you have complete control to customize any text to match your brand voice or local nuances.
![Translations dashboard with customization options]()
Access your translations dashboard to customize text across all supported languages.
## Three customization areas
### Order Edit Message Box
![Order edit message box customization interface]()
Customize the message box that appears on your thank you page to inform customers about order editing.
**Appears on:** Thank you page after checkout\
**Purpose:** Inform customers they can edit their order
**Default text:**
* **Title:** "Good news! You can edit your orders"
* **Description:** "You have \[duration] to make changes. You can add products, edit the shipping address, and much more."
* **Button:** "Edit order"
**Customize the appearance:** Go to **Settings > Checkout > Order status page** in your Shopify admin, find the Revize app block, and adjust styling options.
**Dynamic duration:** Use the `[duration]` variable to show exact time remaining, like "You have 30 minutes to make changes" - this creates urgency and improves conversion rates.
**Creative alternatives for your message box:**
* "Oops, need to change something? No problem!"
* "Made a mistake? Fix it instantly!"
* "Your order isn't set in stone - edit it now!"
![Order edit message box on thank you page]()
How the message box appears to customers on the thank you page after checkout.
### Notifications
![Notifications customization interface]()
Set up notification banners that appear throughout the customer experience to remind about editing options.
**Appears:** Throughout the customer journey as notification banners\
**Purpose:** Remind customers about editing availability
**Default text:**
* **Title:** (optional)
* **Description:** "Your order is available for editing!"
**Customize the appearance:** Go to **Settings > Checkout > Order status page** in your Shopify admin, find the Revize notification app block, and adjust styling.
**Create urgency with duration:** Use descriptions like "You have \[duration] left to edit your order!" to encourage immediate action. The variable automatically updates to show "30 minutes," "1 hour," etc.
**Engaging notification examples:**
* "Last chance to perfect your order!"
* "Still time to add that item you forgot!"
* "Quick! \[duration] left to make changes!"
### Customer Portal
![Customer portal text customization options]()
Customize every piece of text customers see in the order editing portal.
**Comprehensive text control for:**
**Customize all editing option titles:**
* Edit your order
* Add products
* Replace products
* Change variant or quantity
* Edit shipping address
* Edit contact information
* Upgrade shipping method
* Download tax invoice
* Apply discounts
* Cancel order
* Contact customer support
* Add preferred delivery date
**7 fully customizable cancellation options** that appear when customers cancel orders. Default reasons include common scenarios, but you can personalize them for your business and customer base.
**7 customizable support categories** that help organize customer requests and route them to the right team members for faster resolution.
**Transaction messaging including:**
* Payment due notifications
* Refund processing information
* Order confirmation prompts
* Balance and payment status updates
![Customer portal showing customizable text elements]()
See how your customized text appears in the actual customer portal interface.
## How to customize translations
In your Revize app, click **Translations** in the sidebar.
Click the language dropdown to switch between your store's published languages.
Select from Order Edit Message Box, Notifications, or Customer Portal tabs.
Modify any text field to match your brand voice and customer needs.
Click **Save** to apply your customizations immediately.
**Language availability:** Only languages published in your Shopify store will appear in the translations interface. Add languages to your store first, then customize them in Revize.
## Advanced customization options
**Beyond the dashboard:** We've included the most commonly customized text in your Revize dashboard. For advanced customizations like specific error messages, buttons, confirmation text, or specialized workflow language, contact our support team at [hello@revize.app](mailto:hello@revize.app).
**Brand personality examples:**
**Message Box:** "Whoops! Forgot something? No worries - you've got time to fix it!"\
**Notification:** "Psst... your order is still editable!"\
**Widget Header:** "Tweak your order"
**Message Box:** "Order modifications available for \[duration]"\
**Notification:** "Edit window active - make changes now"\
**Widget Header:** "Modify order details"
**Message Box:** "Act fast! \[duration] to perfect your order!"\
**Notification:** "Time running out - edit now!"\
**Widget Header:** "Quick order changes"
**Message Box:** "Refine your order to perfection"\
**Notification:** "Your concierge editing service awaits"\
**Widget Header:** "Curate your selection"
## Frequently asked questions
Email us at [hello@revize.app](mailto:hello@revize.app) with the language you need. We'll add it within minutes and provide automatic translations for all text elements.
Yes, changes in the translations dashboard update immediately. Test different languages by switching your browser language.
Our AI-powered translations work great out of the box. Your customers will see professional, accurate translations without any setup required.
Absolutely! Contact our support team for advanced customizations. We can modify any text element in the order editing experience to match your needs.
Not at all. Translations only change the text customers see - all editing features, logic, and integrations work exactly the same regardless of language.
Professional translations remove barriers and create trust with international customers. Take a few minutes to customize key messages and watch your global conversion rates improve.
# Revize pricing for Shopify order editing
Source: https://docs.revize.app/support/billing
Revize pricing plans, billing details, and subscription options. Compare Free, Starter, and Pro plans for order editing, upsells, and automated refunds.
Revize is a Shopify app for post-checkout order editing.
Revize offers simple, transparent pricing for order editing. Start free, upgrade when you need advanced features. No hidden fees or per-order charges.
## Revize pricing plans
**\$0/month**
For new or small stores getting started with order edits.
* 20 order edits every month
* Time-based and recurring edit deadlines
* Product quantity and variant changes
* Shipping address and contact updates
* Automated order cancellations
* Set order editing deadline
* Automatic refunds to the original payment method
* Control for order downgrades
* Standard support
**\$49/month**
For scaling stores that need unlimited edits and better controls.
* Unlimited order edits
* Time-based and recurring edit deadlines
* Product quantity and variant changes
* Shipping address and contact updates
* Automated order cancellations
* Set order editing deadline
* Automatic refunds to the original payment method
* Control for order downgrades
* Customizable email notifications to shoppers
* Priority support
* 7-day free trial
**\$149/month**
*or \$1,430.40/year (save 20%)*
For advanced teams focused on growth, upsells, and automation.
* Everything in Starter, plus:
* Add or upsell products to boost order value
* Switch products in the order
* Set preferred delivery date
* Create support tickets
* Edit and download tax invoices
* Automatic refunds as store credits
* Discount recalculation
* Shipping and tax recalculation
* Customize app for your store
* Custom feature requests and integrations
* Dedicated support & live call onboarding
* 14-day free trial
## Compare plans
| Feature | Free | Starter | Pro |
| :------------------------------------------- | :------: | :-------: | :-------------------: |
| Monthly price | \$0 | \$49 | \$149 |
| Annual option | β | β | \$1,430.40 (save 20%) |
| Order edits | 20/month | Unlimited | Unlimited |
| Edit deadlines (time-based & recurring) | β | β | β |
| Quantity and variant changes | β | β | β |
| Address and contact updates | β | β | β |
| Automated order cancellations | β | β | β |
| Set order editing deadline | β | β | β |
| Automatic refunds to original payment method | β | β | β |
| Control for order downgrades | β | β | β |
| Customizable email notifications | β | β | β |
| Priority support | β | β | β |
| Add or upsell products | β | β | β |
| Switch products in the order | β | β | β |
| Preferred delivery date | β | β | β |
| Support tickets | β | β | β |
| Edit or download tax invoices | β | β | β |
| Store-credit refunds | β | β | β |
| Discount recalculation | β | β | β |
| Shipping and tax recalculation | β | β | β |
| Customization and integrations | β | β | β |
| Dedicated support & live onboarding | β | β | β |
## Billing information
Billing begins when you upgrade from Free. Paid plans include a 7-day or 14-day free trial. Annual plans save 20% with upfront payment.
Yes. You can upgrade or downgrade anytime. Upgrades apply immediately, downgrades take effect at the next billing cycle. All changes are prorated.
No penalties. Your account stays active until the end of the billing period, then you can move back to Free.
Yes. We offer a 30-day money-back guarantee for new subscriptions. See the
Refund Policy
for details or email
[hello@revize.app](mailto:hello@revize.app)
.
## Need help?
Email us anytime with billing questions
Book a 30-minute walkthrough with our team
# Contact Revize support
Source: https://docs.revize.app/support/contact
Need help with Revize? Reach us by email, live chat, or through our website.
Revize is a Shopify app for post-checkout order editing.
We're here to help you get the most out of Revize. Choose the support option that works best for you.
## How to reach us
**[hello@revize.app](mailto:hello@revize.app)**
Send us an email anytime. Typical response time: within a few hours on business days.
**In-app & on website**
Chat with us directly here by clicking the chat icon in the bottom right corner of the page.
## What to include
Tell us what you were trying to do, what happened, and what you expected.
Include your .myshopify.com address so we can look into your setup.
Screenshots help us quickly understand and solve your issue.
No matter how small the question, our team is here to help.
# Shopify order editing FAQ
Source: https://docs.revize.app/support/faq
Complete FAQ for Revize order editing app. Find answers on post-purchase modifications, self-service editing, setup, pricing, and order management features.
Revize is a Shopify app for post-checkout order editing.
Common questions on setup, customer experience, billing, and troubleshooting. For deeper topics β discounts after checkout, subscriptions, split shipping, 3PL integrations β see the [Advanced FAQ](/support/faq-advanced).
## Getting started
Revize is a powerful app that empowers your customers to modify their orders after checkout through a seamless self-service portal. Instead of creating support tickets, customers can independently update shipping addresses, change product quantities, add new products, upgrade shipping, and even cancel orders. This significantly reduces your support workload while increasing average order value and customer satisfaction.
Revize can be fully configured in just 5 minutes! Installation from the [Shopify App Store](https://apps.shopify.com/revize) takes about 2 minutes, and basic configuration (setting your edit window, refund options, and customer permissions) takes another 3. You can start testing immediately with draft orders to ensure your flow works perfectly before going live.
Yes, Revize is fully compatible with all Shopify plans and works seamlessly with any theme, including headless commerce setups. Our portal automatically inherits your store's styling for a completely consistent brand experience on both mobile and desktop.
Merchants using Revize typically see a clear drop in order-related support tickets. Common requests like "can I change my shipping address?" or "I ordered the wrong size" are handled entirely by the customer through our self-service system. This frees up your support team to focus on complex issues that truly require a human touch.
## Setup and configuration
Revize offers maximum flexibility for editing windows. You can set time-based edit windows from 5 minutes to 48 hours. Alternatively, you can keep editing open until an order is fulfilled or create scheduled cutoffs (e.g., daily at 2 PM) to align perfectly with your 3PL or warehouse schedule.
Absolutely! Use order tags and product tags to create simple yet powerful exclusion rules. For example, you can block editing on orders tagged with "custom-engraving" or prevent edits to products tagged with "final-sale". This gives you granular control over the editing experience.
We highly recommend using Shopify's [draft orders feature](https://help.shopify.com/en/manual/orders/create-orders) to safely test every scenario. Create test orders for different products, test the upsell flow, and process payments without affecting your live store data.
Yes, Revize integrates seamlessly with any 3PL provider or ERP system that works with Shopify's API (including ShipStation, NetSuite, ShipBob, Flexport, etc.). Revize can automatically place orders on hold during the edit window and release them for fulfillment once the window closes, ensuring your workflow is never disrupted.
## Customer experience
Customers can edit their order from multiple convenient entry points: the order status page (thank you page), or by clicking the "Edit Order" link in their order confirmation email. The portal opens directly within your store's native environment, maintaining a seamless brand experience.
Customers can perform a wide range of modifications based on your settings. This includes changing a shipping address, updating contact info, changing product variants (e.g., size or color), adding or removing products, upgrading shipping methods, and cancelling their order. You have full control over which features are enabled.
When a new order is placed, Revize can place it on hold. During the edit window, the customer can make changes. If they add items, they complete the payment for the difference via secure checkout. If no edits are made, the order is automatically released to your fulfillment queue when the window expires.
Once the window closes, the "Edit Order" links and buttons disappear from the customer's order status page. They are shown a clear message that the editing period has ended. The order is then automatically released for fulfillment.
All additional payments for upsells or shipping upgrades are processed securely through your existing payment gateway. If a customer adds items but fails to complete the payment, the order remains on hold and reminder emails are sent. This ensures you never ship an order that hasn't been fully paid for.
No. Revize only works on orders created **after the app is installed**. Past orders placed before installation are not editable. From the moment Revize is live on your store, all new orders will automatically follow your configured rules.
## Advanced calculations
Yes! Our smart engine brilliantly recalculates all applicable discountsβincluding promo codes, automatic discounts, and tiered pricingβwhen a customer modifies their order. This maintains your promotional integrity and ensures the customer always sees the correct, final price.
Absolutely. Revize automatically recalculates all applicable taxes when a customer changes their shipping address. It ensures compliance with regional tax laws by applying the correct rates for the new destination, preventing compliance headaches and ensuring accurate order totals.
Revize communicates in real-time with your store's shipping settings. When a customer adds/removes products or changes their address, Revize instantly re-evaluates the available shipping methods and rates. This ensures customers always see accurate, real-time shipping options that reflect their modified cart and new destination.
## Business operations and analytics
All payment and refund transactions occur through your secure system. For additions, customers pay the difference. For removals or cancellations, refunds can be processed automatically to the original payment method or issued as store credit, giving you full control over your returns policy.
Revize syncs directly with native inventory systems. It checks stock levels in real-time when customers add products to prevent overselling and automatically restocks inventory when items are removed. This ensures your inventory remains accurate at all times.
Our analytics dashboard gives you a clear view of your ROI. Track total orders edited, revenue generated from upsells, support hours saved, and see which edits are most common. All data links directly to the corresponding orders for easy verification.
Revize automatically applies descriptive tags (e.g., `revize-edited`, `revize-upsell`) to orders in your Admin. This makes it incredibly easy to filter, track, and build custom workflows for edited orders within your existing process.
## Technical features
No. Revize has **zero impact on your storefront's load speed** or Core Web Vitals. Our scripts load asynchronously and only on the necessary post-purchase pages (like the order status page), not on your product or collection pages where speed matters most for conversions.
Security is our top priority. Revize is built following strict security and data privacy standards. All payment information is handled directly by PCI compliant servers, and all data transmission is fully encrypted.
Yes! Our portal automatically inherits your theme's fonts and colors for a seamless look. You can also customize all customer-facing text and translate it into any language directly from the Revize dashboard to match your brand's voice perfectly.
Revize integrates with any app or service that uses native APIs for orders, payments, and inventory. This includes major 3PLs (ShipBob, Flexport), ERPs (NetSuite), and fulfillment platforms (ShipStation), ensuring a cohesive tech stack for your e-commerce operations.
## Pricing and billing
Revize offers flexible plans for every stage of growth, including a Free plan. Our paid plans, Starter and Pro, offer unlimited order edits and advanced features like upsells, smart discount recalculation, and priority support. You can see a full feature comparison on our [Pricing Page](/support/billing).
Yes! All of our paid plans come with a **7-day & 14-day free trial**. You can test the complete, unrestricted functionality to see the value it brings to your store before committing to a subscription.
Absolutely! You can upgrade or downgrade your plan at any time directly from the Revize dashboard. Changes are prorated and handled seamlessly through billing, ensuring flexible scaling for your needs.
## Looking for more advanced topics?
Discounts after checkout, subscriptions and pre-orders, delivery date options, split shipping, custom sender emails, third-party checkouts, the cancellation API, and 3PL integrations (Mintsoft, ShipStation) all live on a separate page.
[Browse the Advanced FAQ β](/support/faq-advanced)
## Troubleshooting common issues
**Common solutions:** First, check that the Revize app block is enabled on your order status page in the theme customizer. Second, ensure the specific order doesn't have a blocking tag and that the edit window hasn't expired. If you've checked these requirements, contact [hello@revize.app](mailto:hello@revize.app) for a quick resolution.
**Quick fixes:** This is often a browser-specific issue. Ask the customer to clear their browser cache, disable any ad-blocking extensions, or try a different browser. Most loading issues are resolved by these simple steps.
**Payment issues:** Since all payments are handled natively, these errors are typically related to the customer's payment method (e.g., insufficient funds, incorrect CVC). Advise the customer to try a different card or contact their bank.
**Fulfillment sync:** Check your store's order processing settings to ensure you don't have an automation that's fulfilling orders instantly, bypassing the edit window. If you use a 3PL, ensure they are configured to respect fulfillment hold statuses. Our team can help you troubleshoot this.
## Need help?
Personalized help from our team. Typical response: 2β4 hours.
30-minute walkthrough of Revize features.
# Advanced Shopify order editing FAQ
Source: https://docs.revize.app/support/faq-advanced
Deep dives on Revize advanced features β discounts, subscriptions, delivery dates, split shipping, custom sender email, third-party checkouts, cancellation API, and 3PL integrations.
Revize is a Shopify app for post-checkout order editing.
Looking for the basics? Start with the [main FAQ](/support/faq). This page covers advanced capabilities and 3PL integration questions.
## Advanced features
Yes. Revize allows customers to apply discount codes they forgot at checkout. The system validates eligibility and automatically recalculates the order total. Refunds for the discount amount are processed according to your payment settings. [Learn more β](/features/apply-discounts)
Yes. With Email Upsells, customers click "Add to Order" in your post-purchase emails and land on the order status page with the product already added. Works with Klaviyo, Omnisend, Mailchimp, or any email platform that supports custom links. [Contact us](/support/contact) for integration setup.
Yes. Revize supports editing for subscription orders (ReCharge, Bold, Appstle, Loop, etc.) and pre-orders. Customers can change variants for the current order, add one-time products, and update shipping details. Note: variant changes apply to the current order only β future subscription orders follow the contract. [Learn more β](/setup/subscription-preorders)
Yes. You can configure a minimum total number of items that must remain in an order during editing. For example, if set to 3, customers with 5 items can reduce to 3 but not to 2 β this applies across all products in the order. Perfect for frozen goods stores, wholesale, or businesses with minimum order requirements. Default is 1. [See Advanced Settings β](/setup/advanced-settings)
Revize offers basic delivery date preferences by default, plus advanced options including min/max date ranges, time slots, weekend controls, custom date formats, and Shopify Flow triggers. Advanced delivery options are available in the Settings tab. [Learn more β](/features/delivery-date)
Yes. Revize fully supports split shipping (orders with multiple fulfillments). However, since Shopify doesn't provide automatic detection for split shipping configurations, we need to enable this setting manually on our end. [Contact us](/support/contact) to set up split shipping support for your store.
Yes. You can configure a custom sender email so order update emails appear to come from your brand instead of Revize. We also offer full domain authentication to remove "via" labels and improve deliverability. [See Advanced Settings β](/setup/advanced-settings)
Yes. Revize supports orders from third-party checkouts including TikTok Shop, Facebook, Instagram, GoKwik, Shopflo, and other Shopify sales channels. This works automatically β no setup required.
Yes. The Public Cancellation API lets you add cancel buttons anywhere β emails, support pages, chatbots, or custom forms. It's a simple REST endpoint that respects your cancellation rules automatically. [View API Documentation β](/features/cancellation-api)
Yes, with our Run on Past Orders feature. You can enable editing for historical orders using filters like date range, financial status, and tags. This is an advanced feature β [contact us](/support/contact) to enable it.
## Third-party fulfillment integrations
Yes. There are three ways to prevent Mintsoft from picking up orders before Revize's edit window closes:
**Option 1 β Order Tags (recommended):** Revize adds a release tag to the order once the hold is lifted. Configure Mintsoft to only import orders with that tag, and it'll wait until Revize is done before pulling the order in. [Learn more about Mintsoft order tags β](https://intercom.help/mintsoft/en/articles/11647011-shopify-order-tags-overview)
**Option 2 β Import Delay:** Mintsoft has an "Order Import Delay (Minutes)" setting in the Shopify connector. If your Revize edit window is 60 minutes, set the same delay in Mintsoft. [See the Mintsoft Shopify integration guide β](https://intercom.help/mintsoft/en/articles/11640290-shopify-integration)
**Option 3 β Paid Orders Only:** Mintsoft imports only "paid" orders by default (`financial_status: paid`), skipping authorized or pending ones. Keep your store on manual capture β payment stays authorized during the edit window, and Revize (or Shopify Flow) captures it when editing closes. Mintsoft won't pick up the order until it's paid, creating a natural editing window. For manual capture with authorization only, configure "Choose Financial Status" in Mintsoft to add statuses like "authorized" if needed.
The tag-based approach is generally cleaner since it's event-driven rather than time-based, but all three methods work well.
Yes. ShipStation has a "Minimum order age in minutes before order imports" setting in the Shopify store connection (supports up to 120 minutes). Set this to match your Revize edit window β for example, if your edit window is 60 minutes, set ShipStation to 60 as well. This ensures orders aren't picked up for fulfillment before customers have had a chance to make edits.
If you're using manual payment capture, map **"authorized"** and **"partially\_paid"** to **Awaiting Payment** in ShipStation's Order Status Mapping (Settings β Store Setup β Edit Store Details). This prevents ShipStation from processing orders that haven't been captured yet.
If removed items show as 0-quantity on packing slips, enable **"Hide 0 quantity items"** in ShipStation's printing settings.
[See ShipStation's Shopify integration guide β](https://help.shipstation.com/hc/en-us/articles/360026141491-Shopify-Integration-Guide)
## Still need help?
[Contact us](/support/contact) and we'll get back within 2β4 hours during business hours (9 AM β 6 PM EST, MonβFri).
# Revize refund policy
Source: https://docs.revize.app/support/refund-policy
Revize 30-day money-back guarantee and refund process.
At Revize, weβre committed to your satisfaction. Try the app risk-free with our 30-day money-back guarantee.
## 30-day money-back guarantee
Get 100% of your subscription fee refunded within 30 days of your first payment.
Refunds are simple and hassle-free, no conditions attached.
## How to request a refund
Email us at [hello@revize.app](mailto:hello@revize.app) or chat with us. Please include your Shopify store URL and, if possible, a short note on why youβre requesting a refund. It helps us learn and improve.
Our team will review your request with care. If approved, refunds are processed through Shopifyβs billing system and appear directly on your Shopify invoice.
Once approved, your refund will be issued within 3-5 business days back to your original payment method.
## What's covered
* **New subscriptions only** β Refunds apply to first payments or renewals within 30 days
* **Full refund** β 100% of your subscription fee returned
* **Keep your data** β Your settings and analytics remain intact even if you move to the free plan
## What's not covered
* Subscriptions older than 30 days
* Multiple refund requests (abuse prevention)
* Usage fees from third-party services
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