Embed Your Portal

Getting Started

This guide will walk you through how to add Corso’s Embedded UI to a custom page in your Shopify theme, so you can power a returns portal, order status page, or other post-purchase experiences.

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Step 1 – Create a New Page Template in Shopify

1. Go to Online Store > Themes and click Customize on your active theme.
2. In the top center dropdown, change from Home Page to Pages.
3. Click Create Template.
4. Give your new template a name (e.g. Order Status, Returns Portal, or Order Management) and click Create Template.
5. Go back to Shopify Admin > Pages.
6. Click Add Page.
7. Name your new page and under Theme Template, select the template you just created (e.g. page.order-status).

Caution

Always add the portal to its own new template. If you add it to your theme’s default page template, every page that uses that template (like your shipping or returns policy page) will show the portal along with its own content. Some theme updates can also remove custom templates, so if the portal page breaks after a theme change, re-create the template and add the block again.

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Step 2 – Open the Page Template in Theme Editor

1. Return to Online Store > Themes > Customize.
2. Use the dropdown to select your new page (e.g. Returns & Exchanges or Order Status).
3. This will open your newly created template for editing.

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Step 3 – Add the Corso Embedded App Block

1. In the theme editor sidebar, click Add Block.

2. Search for Corso Embedded UI. 3. Click to add it to the page layout.

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Step 4 – Configure the Embedded App Settings

1. Open a new tab and go to your Corso Admin.

2. Copy your Customer Portal URL.

   

3. Return to the Shopify theme editor.

4. In the Corso block settings, paste your Customer Portal URL.

   

5. Optionally, choose a Scroll into View setting. This controls when the page scrolls to bring the portal into view:

   • Height Change (Default): scrolls each time the portal’s height changes, such as when a customer moves between steps.
   • Initial Only: scrolls once when the portal first loads.
   • Never: turns off automatic scrolling. Use this if the page loads scrolled past your header.

6. Click Save.

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Step 5 – You’re Live!

1. The Corso Embedded App is now fully live on your Shopify page. Customers will be able to access the portal directly from this new page on your site.