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Customer accounts

Customer accounts let your visitors sign up on your site to find their orders, follow their subscriptions, save their addresses and collect loyalty points. You manage all of these accounts from two dashboard pages, Members and Loyalty. This page covers how it all works: read it to understand what accounts are for before you manage your members or start your loyalty program.

Two ways to use accounts

On a store, the account gives each customer a personal area tied to their purchases: they no longer have to email you to track an order or find an invoice.

Without a store, accounts protect access. You publish a page or an article that only logged-in members can see, for example a professional area, reserved resources or subscriber content. Visitors who aren't logged in are invited to create an account or sign in before they enter.

Your customer's area

Once logged in, your customer finds everything in one place: their orders and each status, their active subscriptions, their shipping addresses, the payment methods saved with our payment provider and their points balance. They update their own information and manage their addresses without going through you.

Managing your members

The Members page gathers every account created on your site. You search for a customer by name, email or tag, filter by status (Verified or Pending) and open a record to see their contact details and the history of their orders and subscriptions. It's also where you assign tags to segment your customers, leave an internal note, or enter a customer by hand with Add a member after a sale closed offline.

Rewarding loyalty

The Loyalty page sets the points program applied automatically to all your members: how many points each euro spent earns, the bonuses given at sign-up and on a birthday, and the tiers that convert points into a discount. Only one program runs at a time.

Sign-in and security

Your customers sign in with Google or by Email. You keep control of each account from its record: confirm their email address on their behalf, or end all their active sessions with Sign out sessions.

Turning accounts on, Google sign-in and reCAPTCHA bot protection are all set from the Loyalty page.

INFO

Passwords are never stored in plain text. They are protected with Argon2id hashing, today's reference algorithm for password security.

Documentation crafted with ❤️ by our in-house team.