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Incomedia

How to set up customer registration in your online store.  en

Автор: Incomedia
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Compatibility:

Customer registration in your store: WebSite X5 Professional from version 14.

Choice of purchase mode: WebSite X5 Professional from version 17.

 

With the new WebSite X5 Professional, you can optimize your online store by setting it up so that your customers can:

  1. register when they buy something for the first time so they won’t have to enter their data again in subsequent orders,
  2. view a list of all the orders they have made on a locked page.

The simple and guided steps to do these two things are:

  • Link a database to the project
  • Set up automatic user registration
  • Configure the online store
  • Define how you want to present and sell your goods
  • Let customers view their orders.

How to link a database to a project

You need to link a database to your project so that you can:

  1. store the details of users who register with your website,
  2. save the orders that are made from your online store.

All you have to do is go to Step 1 – Website settings, open the Advanced section and click on Data Management: here you will find all the necessary options.

NOTE: You can ask your web provider for the details you need for accessing the database, if you don’t already have them.

How to set up automatic user registration

Once the database is linked to your project, you now have to set up your website so that you can manage user registration.

  • In Step 1 – Website settings, open the Advanced section and click on Access Management.
  • Open the Settings section and select Automatic Registration as the Registration Mode.
  • Still in the Settings section, select the Database that you have linked to your project and enter the Table Name that you want to use and an Admin e-mail address.

FAQ_registrazione_clienti_01.png

How to configure the online store

Now, you can start working on your online store, adding the goods you want to offer and setting up all the necessary steps.

NOTE: See http://help.websitex5.com/en/v17/pro/index.html?es_cart.htm" target="_blank">How to create an e-commerce shopping cart for more information on how to set up an online store.

You will have to select some options to configure your online store so that users can register while they are making their first order and their data will be saved:

  • Go to the E-commerce window and open the Sending Order section: select the Send data to a database option as the Sending Order method and, in the Settings section, enter the data of the database that you have linked to your project.

  • Still in the E-commerce window, open the Customer Details section and choose the Purchase with mandatory user registration option as Purchase Mode.

FAQ_registrazione_clienti_03.png

By following these steps, you will configure your website so that orders are saved in the database and customers can register when they are in the online store. Alternatively, you can select  the User can choose whether to register option,  so your customers are free to choose whether to register or not in your online store before finalizing purchase.

How to present and sell your goods

When you have set up your online store engine, you need to work on the web pages where customers can see your goods and buy them. There are 2 ways to do this:

  1. Use the Product List Object: add it to a page and use all the options that are available to create product cards with pictures, descriptions, prices and buy now buttons. This is a quick and effective way to obtain the results you’re looking for.                                                                         NOTE: See How to work with the Product List object for more information.
  2. Create a page for each product manually, adding text, pictures, galleries, videos, etc. When you add the Buy now button, you can start from a picture, caption or button that has been created with the Hover Button and Animated Button optional objects, for example. In any case, you must use the Add to Cart option to link the page to the online store, and specify the product that can be purchased on that page.

How to let customers view their orders

The last step is to create a page where your customers can view a list of all the orders they have made. This is very easily done with the User Orders object. Remember that this object will display the orders made by the customer who has logged in, so it is a good idea to add the object to a locked page, which needs a password to open it:

  • Go to Step 3 – Sitemap Creation, select the page you want to lock and click on the  Locked page.
  • When you are in the Locked Page window, select the Set this page as locked option, click to tick Automatic Registration and then confirm your choice: all the visitors who register with your online store will be able to see this page.
  • Double-click on the locked page to go to the Page Creation.
  • Use the drop-down menu to display the objects in the Data Visualization category: select the User Orders object and drag it into the page layout table so that it will be added to the page.

NOTE: If you can’t find the User Orders object, click on the Management button to go to the Object Management window and install it.

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