Online Store Customer Account

To connect the Online Store Customer Account, go to the Site Settings → Membership, and then select "Connect" in the "Online Store Customer Account" section.

Go to the feature settings and adjust them as you like.

Authorization options at order placement: Select whether you want to accept orders only from authorized users or allow everyone to place an order.

Create an account automatically at order placement. Once an order is placed, an account is automatically created using the specified email if it is not in the system yet.

You can set up 3 ways of signing in to the customer's account: using a permanent password and email or a one-time code via email or phone number (via SMS).

This can be configured in the Advanced settings of the Members Area. You can switch to the Members Area Settings quickly by the link.

Find the "Signup & Login Methods" option and click on the "Edit" button.

In the settings that open, select which Signup & Login Method you want to use: via email (here you can choose a permanent password or a one-time code) or via phone number (via a one-time code only).

If you have selected authorization by email, you do not need to configure anything additionally. If you want to use SMS, you need to additionally add an SMS gateway according to the "Signing in Members Area With SMS" guide.

Once the store is connected, authorization applies to all closed pages of the Members Area, as well as republished pages for the online store.

To sign up for the Members Area or to sign in to place an order, users can now use the shopping cart or form as before.

Once authorized, the user will see the profile icon on all website pages with quick access to the Members Area sections such as "My Orders" and "Purchased Products".

With prefilled cart and shipping fields based on previous orders, authorized users can place an order faster.

On the main page of the Online Store Customer Account, the buyer has access to the following sections: "My Orders", "Purchased Products", "Profile".

My orders are the latest active orders of a user.

Clicking on the latest order opens a detailed order card with the option to repeat the order.

If you click on the "Repeat order" button — the product will be automatically added to the shopping cart with the latest updated price for the product in the Catalog.

Clicking on "Order history" opens a list with all orders. Clicking on an order from the list will open its detailed page and the option to repeat the order.

Purchased products is the list of purchased products with the option of adding them to the shopping cart or switching to the product card.

The header and footer that you have configured in the Members Area settings are automatically applied in the Customer Account.

To assign the header and footer for your Online Store Customer Account, go to the Members Area tab. Click on the Members Area Settings, go to the "Advanced" tab and select "Project Settings". Select a header and footer for your Members Area and save the settings.

Once you have connected the Online Store Customer Account, the "Orders" section appears in the project menu.

All orders submitted by users with the activated Customer Account for the online store are displayed here. The website owner and Collaborators can change the order status and payment status manually.

The list contains brief information, and by clicking on it you can switch to the detailed view and see the details of the order.

The detailed view will show information about products, shopping cart data, payment, and buyer (if the order has been placed by an authorized user), as well as "Note" — an internal comment of the website owner, which is not displayed to the buyer.

If you click on a user's name, you can switch to their detailed profile in the Members Area.

Payment statuses depend on the connected payment system.

If an order is submitted without a payment system or if "Cash on Delivery" or "Bank Transfer" options have been selected:

1. "Unpaid" (initial) and "Paid" statuses will be available;
2. The statuses can be changed manually.

If a third-party payment system is selected (e.g. PayPal, Stripe, etc.):

1. "Awaiting payment" (initial) and "Paid" statuses will be available;
2. The status cannot be changed manually, it is updated automatically based on the information from the payment system.

Payment statuses are displayed in the table on the Orders page.

Payment statuses "Paid" are always displayed in the user's Customer Account.

Order statuses help to organize work with orders and inform users about the processing. The project collaborators can change the statuses manually, and the updated status is displayed in the order history in the buyer's Customer Account.

The status tab will open, where you can add your own statuses to assign them for orders.

By default, orders have an empty status, which is not displayed in the buyer's order history. Do not change the status if orders are processed in another system to avoid confusion for users.

The final statuses available are:
- Completed - the purchase has been successfully completed.
- Canceled - the purchase has been canceled.

You can adjust the order processing statuses in the settings. For initial, completed, and canceled statuses you can set the background colour in the Orders section.

By default, once you have connected the Online Store Customer Account, additional variables for users' identification in the database of the Customer Account will be sent to the data capture services when transferring an order from the Shopping Cart (block ST100):

ma_name - name of the authorized user.

ma_email - email of the authorized user.

ma_id - static unique identifier of the authorized user (ID).

All project collaborators with full rights or rights to change website settings have full access to the settings of the Online Store Customer Account.

The project (account) owner only can disable the Online Store Customer Account. Once it is switched off, all functions will be unavailable. The period of orders' storage after switching off the Online Shop Customer Account is 30 days. Once this period expires, the leads will be deleted with no possibility to retrieve them.

To disable the Online Store Customer Account, go to the Site Settings, select the "Online Store Customer Account" option, and click on the "Manage" button.

At the very bottom of the settings page, click on the "Disable Online store customer account" hyperlink. Enter the text "Disable" using the keyboard to confirm the action.