Managing your store's customers is a vital part of your business, and Volusion makes managing customer information easy.
Customers registered with your store have their information stored within the Customers table. From this central point, you can manage customer information, see an overview of customers, grant affiliate or administrator status, and more.
- Getting Started
- Creating a Customer Account
- Customers' Storefront Controls
- Customer Account Settings
- Tips and Special Settings
Please see Customer Account Settings for details on customer account settings. The following section covers how customer accounts can be created and used.
Creating a Customer Account
Customer accounts can be created in a couple of different ways - from your storefront by visitors or from the Admin Area by an administrator.
Note that any customer type, whether a customer, affiliate, or administrator, must have a customer account. The only exception is if you've configured your store to allow anonymous checkouts. In this case, customers are not required to register for an account before completing a purchase.
Note that only standard customer accounts can be created from your storefront. Once customer accounts are created, customers can apply to become affiliates, but the affiliate status of an account must be approved by a store administrator.
From the Storefront
- Visitors can click Continue to begin the account registration process.
- Next, they'll need to enter an email address and password that they'll use to log in to your store. Visitors will also have the option to opt in or opt out of receiving email newsletters from your store.
- On the next page, they'll be asked to enter their personal information - name, address, phone number, etc.
- Visitors can choose to use their shipping address as their billing address or enter a separate address for billing purposes here as well.
- When finished, they'll click Continue.
Now, the customers will have access to their own account any time they log in to your store. Customers will immediately be redirected to their customer account page - the details of which are described in Customer Storefront Controls.
From the Admin Area
You have the option to create any type of customer account - basic customers, affiliates, administrators, etc. - right from your Admin Area.
- Go to Customers > Accounts.
- Click Add near the top of the page to create a new account.
- When you create a customer account, only the email address is required. All other settings are optional.*
- Select the account type from the Access Key dropdown menu.
- Once the appropriate account settings are configured, click Save.
For a full list of what each setting does on the Customers account page, see Customer Account Settings, below.
*Please note that if you have Members Only Browsing enabled on your storefront, you must enter a First Name and Last Name when you create a member account in order for Members Only Browsing to function properly.
Customers' Storefront Controls
Each customer registered with your store has access to a series of controls to manage their own customer account. Upon logging in, customers will be redirected to their My Account page where they can manage their orders and personal information.
The My Account page is comprised of the following sections:
Here, customers can review the status of their orders, view package tracking information (if available), edit their shipping or billing addresses, print invoices, change the quantities of products on order, or cancel orders (provided the order has not been locked or shipped). Additionally, customers can find information on return policies and procedures.
In this section, customers can manage their account settings such as email address, password, add or configure new billing and shipping addresses, and opt out of automated mail campaigns.
The Payment Settings section lets customers edit their credit or debit card information, view gift certificate balances, or apply gift certificates to their account by entering a 13 digit certificate code.
For affiliate accounts, clicking Visit My Affiliate Page will redirect the affiliate to a page containing their affiliate stats, which include the number of sales and commission values they or sub-affiliates should receive. Additionally, affiliates can generate banner ads to promote your store and obtain their unique affiliate URL.
Additional features (if enabled) include the ability for customers to edit any review they've submitted as well as edit items on their wish lists.
Customers can also view their order status and obtain special order information such as downloadable products and product keys.
Customer Account Settings
To view an account's settings within the Customers table or Administrators table, click on the ID number of the account.
Each customer account has a variety of settings you can configure - depending on the customer type or how you wish to manage customers. Note that not all fields need to be used, depending on the account type. To view the full list of customer account settings, please see Customer Settings.
Tips and Special Settings
Logging in to a Customer Account
If you need to perform a test or place an order for a customer, you can log in to any customer account by selecting the Customer’s ID from the Accounts table and clicking the Log in as this Customer button at the top of the Account Settings page.
You’ll be redirected to the storefront home page, where you can shop or interact with the store as that customer would.
When you’re finished, you’ll need to log back in as an administrator
Why do some customer accounts look incomplete?
While browsing the contents of your store’s Customer Accounts table, you may notice that the contents of some customers’ accounts seem incomplete. Customer accounts only require a unique email address and ID number to exist. Settings within each customer account may or may not be configured, depending on the type of account or the way you choose to operate your store.
For example, if a visitor to the store enters their email address to sign up for a newsletter, but does not make any purchase, a customer account will be created with only the email address and ID number.
The Customers page allows you to track and manage all your customer information in one place. In turn, customers can log in to their accounts and manage their own information.