"My Account" is the area of UltraCart where a customer manages their account. This includes:
To keep things simple, we'll refer to the My Account web pages as the "Customer Portal" or just "portal" going forward. You've been warned. |
Here's the location of the default portal. You'll need to substitute your merchant id. If you're using a custom ssl, the server is smart enough to assign your merchant id, so you may leave it off.
LEGACY SCREEN BRANDING THEME:
https://secure.ultracart.com/cgi-bin/UCMyAccount?merchantId=DEMO
FOR STOREFONTS (Change the host name to your storefront host):
https://demo.ultracartstore.com/cgi-bin/UCMyAccount?merchantId=DEMO
The link above will issue a redirect to other pages. You might be tempted to link directly to those pages. Do not. The /cgi-bin/ urls are created purposely to provide contracts with you, the merchant. They will never change. We reserve the right to, and probably will, change any of the other urls used by the customer portal. Don't link to them directly. |
There are two ways to incorporate the customer portal into your web site.
Home → Configuration (Checkout) → Customer Profiles → "My Account Customer Portal" section |
IF you are hosting your web site with UltraCart, the portal is built in and you just need to do the following:
IF you are hosting your own web site (i.e. using the javascript checkout), you may install a remote version of the portal from github. Your steps will be:
Skip this step for UltraCart hosted sites.
For third party hosted sites, visit github (https://github.com/UltraCart/my_account), download the files and install them into your web site.
Read the Getting Started section on the main github link above for specific tasks needed to install the web application.
The Order History page shows the customers orders.
There is a search field as well as a drop-down to select the time period for the orders.
The orders for the search period will be displayed with three action button along the right side:
Please note that the customer service email is sent to each of your user logins that has the "Customer Feedback" email notification configured |
Case Management is a feature that allows you to have a customer initiated conversation about an order. It is a rather large submit, so it has its own page including setup. Please refer to the Case Management page for instructions.
If implemented, the Loyal Program will appear in the my account customer portal main menu. The customer will be able to monitor their Loyalty Reward points accrued based on prior purchases. The Loyal Rewards page will display their current points and points needed for next reward. Available rewards & Loyalty Events will also be displayed.
If implemented, Wish List section will appear in the my account customer portal main menu.
Reviews are a huge part of the customer portal (and most successful sites).
Please read the Reviews docs and navigate to:
Home → Item Management → Reviews |
in order to ensure you're properly set up for product reviews.
For third-party sites, it's on you to modify the web pages as you see fit.
For StoreFronts users, you can modify the template directly using the steps below.
Home → Storefronts → select your host → Templates |
From the Templates page simply click on the My Account Folder then down to "myaccount_index.vm" to make any changes to the template you would like.
For third-party sites, it's on you to modify the web pages as you see fit.
For UltraCart hosted sites, you may use the Screen Branding Themes to apply style to the customer portal.
There is a single screen branding page that is applied to all eleven pages in the My Account customer portal.
The Customer Portal was designed as an html5 web application making heavy use of Ajax/REST. You'll have best results if you stylize your web site using an html5 template. You may even wish to view the My Account customer portal without any styling and save off the files used by default (in the <head> tag. They might be useful. |
The file http://secure.ultracart.com/myaccount/css/styles.css is injected into the <head> tag of any screen branding supplied. This is necessary for several portions of the web site which need to be hidden by default. The css file is injected at the beginning of the head tag and is easily overridden as needed. |
Here's the cascading style sheet for newer browsers:
http://secure.ultracart.com/myaccount/css/styles.css
Here's the version for the older legacy browsers:
(IE 6/7, Firefox < 4, and Safari < 5)
http://secure.ultracart.com/myaccount/css/normalize.css
<!doctype html> <html lang="en"> <!-- Set this to the main language of your site --> <head> <meta charset="utf-8"> <title>My Account</title> <meta name="description" content="Manage Account Settings and View Order History"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <link href="/myaccount/css/normalize.css" rel="stylesheet" media="all"> <!-- For legacy support (IE 6/7, Firefox < 4, and Safari < 5) use normalize-legacy.css instead --> <!--<link href="css/normalize-legacy.css" rel="stylesheet" media="all">--> <link href="/myaccount/css/styles.css" rel="stylesheet" media="all"> </head> <body> <!-- The page header typically contains items such as your site heading, logo and possibly the main site navigation --> <!-- ARIA: the landmark role "banner" is set as it is the prime heading or internal title of the page --> <header role="banner"> <img src='/myaccount/images/logo-header.png' alt='store logo' class='logo-image'/> <h2>UltraCart Store - My Account</h2> </header> |
<footer role="contentinfo"> <!-- Copyright information can be contained within the <small> element. The <time> element is used here to indicate that the '2013' is a date --> <!-- <small>Copyright www.ultracart.com © <time datetime="2013">2013</time> </small> --> <div style="padding:20px 0;text-align:center;clear:both;"> <img src='/myaccount/images/logo-footer.png' alt='store logo'/><br> <a style="color:#666;text-decoration:none;font-size:.75em;" href="http://www.ultracart.com" onclick="window.open(this.href, ''); return false;">E-Commerce solutions powered by UltraCart</a> </div> </footer> </body></html> |
Question: What happens if a customer places 1 or more orders with us prior to creating their customer profile in the My Account, Customer portal. Will they find their previous orders in the order history section of the My Account Customer Portal dashboard?
Answer: Yes. When they first signup for their customer profile in the customer portal, they must perform an email verification step during the first login. After successfully completely the verification step, UltraCart will perform a search of your orders to locate all orders which contain the same email address and include them into the customers order history.