[intro] The Customer Login feature is a functionality which allows your customers to create accounts on your EKM online shop. This allows customers to make Wish Lists of your Products and you can create offers in the Discount Management feature that are specific to customers who have logged into their accounts. [/intro]
- Installing Customer Login
- How Customers create Accounts
- Adding Customers Manually
- Wish Lists
The Customer Login feature is an excellent choice to encourage customer loyalty and give your customers more control over their orders. Customers can create an account on your EKM online shop, where they can amend their details, view previous orders, duplicate previous orders and create Wish Lists of Products they’re planning to purchase in the future which they can share with friends.
[remember] This functionality is only available to shops on the Basic, Standard, Advanced and Pro Tiers; Legacy shops will need to upgrade to be able to receive this functionality. If your shop is on a Basic, Standard, Advanced or Pro tier and the Wish List button is not visible Product Page, please contact our Customer Support Team who will be able to resolve this for you. [/remember]
Installing Customer Login
1. To install the Customer Login feature from the Dashboard, click on the Features tab:
2. Scroll down to the More Features box and click the Customer Login icon:
3. Click the green Install Feature button:
4. You’ll now see the first page of the Customer Login feature:
5. Now you have installed the Customer Login feature, customers can create and log into accounts on your EKM online shop. Where and how they do that depends on the settings within the feature itself.
- Enable Checkout Customer Login - This offers customers the opportunity to create an account on your EKM online shop on the Checkout Flow.
- Enable Guest Checkout - This is so that customers who don’t have accounts will not be forced to create one in order to complete their purchase.
- Wish List Settings - By ticking this box, you are allowing customers to create a Wish List of Products which can be purchased at a later date and shared with their friends.
[remember] Whilst enabling Checkout Customer Login is ideal for some kinds of EKM online shops, it is not for others. If you use an express Payment Gateway - such as Paypal Express or Amazon for example - both of these payment methods direct customers away from your Checkout flow, which will prevent them from logging into their account that way. To combat this, you need to ensure that the Customer Login fields are elsewhere on your EKM online shop too.[/remember]
How Customers create Accounts
At this point, it is worth opening a separate browser tab and visiting your EKM online shop via its domain name and looking for the Customer Login fields. Most Themes will already have the element for Customer Login added and once the feature has been installed, you’ll see the Custom Login symbol on the homepage. For example, using the ‘North’ responsive Theme on my test shop, you’ll see the Customer Login symbol on the top right of the homepage:
Checkout Flow Login
There are actually two prompts for customers on the Checkout Flow. When a customer has entered the Checkout Flow to pay for their order and they enter their email address in the first field provided, you’ll see the ‘Already have an Account?’ link beneath the field. The customer can then add their password if they already have an account, or click No and create an account at the second prompt:
The Email Address field will search the database, so if a customer has already created an account with that email address, they will be notified. The second prompt - if the customer did not log into an existing account at the first prompt - is on the Order Complete page which is displayed after the customer has paid for their order:
Adding Customers Manually
You can add customers to your EKM online shop manually if for whatever reason they are unable to create an account themselves, or for example, you have obtained their details and written consent in paper format and need to convert these details into a shop account.
[caution] Creating accounts manually for your customers involves you having to adhere to GDPR legislation, as you will be collecting personal data from your customer and processing it to create an account. To do this, you need to ensure that the customer has expressed their consent for you to create an account for them, and this consent should be recorded and stored safely in your records. Whilst this Support Guide is for guidance, any personal information contained within our customer's EKM online shops is their own responsibility. We have taken security measures to ensure that our customers are protected against loss, alteration or misuse but GDPR compliance is the sole responsibility of the website/business owner.
1. To manually create a customer account on your EKM online shop, you need to click the Orders tab:
2. On the Orders page, click Add Customer:
3. You will then see the fields displayed for you to add your customer’s details before you press the green Save button on the top right:
[tips]It’s also a good idea to click within the Note area too and record how you obtained the customer details, when you created the account and how the customer gave their consent for your own GDPR records.[/tips]
4. When you’ve pressed the Save button, the page will update, so you can see what information you have saved for this customer so far. Click the Send Email button to prompt your customer to set up a password for their account:
5. The email that the customer receives from your shop will look something like this:
6. When the customer has clicked the link within the email, they will go to this page to set up the password for their account:
1. For customers who have created an account on your EKM online shop, when they log into their accounts, they will be presented with this page. Click the Order button:
2. This will list all of the items previously ordered. Using the three buttons to the right, customers can click to see all of the details of an order (such as the shipping and billing addresses, etc), place the order again or contact the shop directly about the order:
1. Return to the Account page and click the Wish List button:
2. Here, customers can view any items that they have added to their Wish List. From this page, customers can share their Wish List with friends by clicking the Share button or Add All Products To Cart to purchase them all at once:
3. Customers have to manually remove any items from their Wish List - purchasing the Product will not remove it from the Wish List. When customers are logged into their accounts and visit a Product Page, they will see an option to add that Product to their Wish List:
1. Click the Your Account Tab:
2. Customers can amend their Name, Email Address and Password from this page:
[contact] If you need our help with your EKM online shop, contact your Account Manager or Customer Support, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm on the weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions board. If you have a non-account specific question ask the EKM Team, join us in EKM Community. [/contact]