Configuration - Customer Profiles
Customer Profiles
If your customers make periodic purchases from your online store, you can enable customer profiles to help speed up the checkout process. Customer Profiles allow your customers to optionally enter a password, and store their information on the UltraCart servers. When their next purchase, they can allow UltraCart to automatically pre-populate the checkout form by using their e-mail address and the password they specified.
Access the main Customer Profiles Menu:
Enable Customer Profiles
To enable Customer Profiles, navigate to (settings configuration):
There are 4 options with customer profiles section; Enable Customer Profiles, Require Customer Profile, Allow Customer Profiles to Store Credit Card(s) and Limit Checkout Address Book to Last # Entries. Check the box to the left of the choices desired.
Field | Description |
|---|---|
Enable Customer Profiles | If selected, the multi-page checkout will include a customer profile screen directly upon the customer clicking on the "Checkout" button in the shopping cart. SinglePageCheckout does not include Customer Profile Please note that the Single Page Checkout does not support the Customer Profile creation/login process. |
Require Customer Profile | If selected this will remove the "Guest checkout" option from the Customer profiles checkout screen. The customer will either need to create a customer profile or log into an existing customer profile. |
Allow Customer Profiles to Store Credit Card(s) | If selected, this will allow the customer to store their credit card data (PCI compliant hashing of the Credit Card number details is automatically applied) for use with future orders. CVV2 Requirement If you enable this option, it is important that you configure your gateway to allow processing of transactions without the CVV2 number being present. For PCI compliance reasons we cannot store the CVV2 number with the customer profile stored credit card. If you fail to configure your gateway properly, the transaction will fail. |
Auto Establish Customer Profile | A customer profile will be established for the customer upon their order if one does not exist. |
Auto Link Orders to Customer Profile | If enabled, any order placed will automatically link to a customer profile by email. |
Limit Checkout Address Book to Last __ Entries | If configured (not left blank) the customers billing and shipping addresses will be limited to the specified number of entries. |
My Account (Customer Portal)
These actions control the behavior of the customer portal where customers may view their order history, make reviews, etc. (See also: My Account Customer Portal)
Field | Description |
|---|---|
Enable Case Management | Enables Case Management. Please see Case Management documentation for more details. |
Display Product Reviews | If enabled, product reviews will be displayed in the My Account Customer Portal. See Reviews for more details. |
Allow customers to manage privacy settings | Provide an option for customers to manage their privacy settings via the MyAccount portal. See My Account Customer Portal for more details. |
Allow unlimited downloads of digital content | Allow the customer to download their digital content as long as they are logged into their MyAccount portal. |
Display Auto Orders | If enabled, auto orders will be displayed. Optional sub-permissions include: Allow Customers to Cancel Auto Orders, Change Next Shipment Date, Change Quantity, Pause Auto Orders, Update Billing, Update Shipping, and Update Payment details. |
Wholesale Signup
This section provides a text box whereby merchants can enter their Wholesale Agreement that will be presented to prospective wholesale customers during signup.
Home → Configuration (Checkout) → Customer Profiles (Settings) → Wholesale Signup (section)
Enter your text in the text box provided. To require your prospective Wholesale Customer to enter their SSN or Tax ID, click the checkbox to the left of "Collect SSN/Tax ID". Click "Save" when finished.
Single Signon
Single Signon is an advanced configuration option available to merchants that have SalesForce integration with their UltraCart account.
For more details, visit: Customer Profiles Single Signon
Wholesale Login/Logout/Signup Redirects
After a successful login, logout, or signup of a wholesale customer you can redirect them to specific pages on your website.
Wholesale Related Links for Web Site
When using these links with custom SSL sites (i.e. secure.mystore.com instead of secure.ultracart.com), you may wish to add helper parameters: OVERRIDECATALOGURL and OVERRIDECONTINUESHOPPINGURL.
<a href='https://secure.mystore.com/cgi-bin/UCAccountLogin?merchantId=DEMO&OVERRIDECATALOGURL=https%3A%2F%2Fsecure.mystore.com&OVERRIDECONTINUESHOPPINGURL=https%3A%2F%2Fsecure.mystore.com'>Login</a>
<a href='https://secure.mystore.com/cgi-bin/UCAccountLogout?merchantId=DEMO&OVERRIDECATALOGURL=https%3A%2F%2Fsecure.mystore.com&OVERRIDECONTINUESHOPPINGURL=https%3A%2F%2Fsecure.mystore.com'>Logout</a>
<a href='https://secure.mystore.com/cgi-bin/UCWholesaleSignup?merchantId=DEMO&OVERRIDECATALOGURL=https%3A%2F%2Fsecure.mystore.com&OVERRIDECONTINUESHOPPINGURL=https%3A%2F%2Fsecure.mystore.com'>Signup</a>