Customer-Facing Account Management
This article describes the customer-facing Account Management feature.
FastSpring provides your customers with an easy-to-access website that lets them view their complete order history for your account. The site also allows customers to manage their subscriptions and payment methods (if applicable).
- Account Management Site Examples
- Controlling the Appearance of the Account Management Site
- Linking to the Account Management Site
- Account Management Security
- Providing Customers with Pre-Authenticated Account Management Links
Account Management Site Examples
Order receipt email messages sent to customers include a link to the customer's Account Management site for your Store, as shown in this illustration.
Upon clicking the link, customers see a page that is branded to match your default Web Storefront. The page prompts customers to enter their email address.
After entering their email address and clicking Continue, the system sends customers an email message containing a login link. Clicking the link in that message opens the customer's web browser and logs the customer in to the Account Management site.
The Account Management site includes separate tabs for Orders, Subscriptions, and Account Details and Payment Methods. The default page of the site is the Orders tab, so upon logging on, customers immediately see their order history for your Store. (Note, however, that you can opt to direct customers to the Subscriptions tab instead if you retrieve authenticated Account Management URLs for your customers using the FastSpring API.)
Customers' order items, amounts paid, license keys, download links, and order references/order IDs are all displayed separately for each order.
Gift Purchase Note
The Subscriptions tab lists all of the customer's active and inactive subscriptions, and the Manage command for each subscription lets the customer update the payment method or cancel the subscription. If a customer cancels a subscription, he or she can also uncancel it here, up until the deactivation date. Customers with manual subscriptions can also click Pay Now on a manual subscription to initiate a payment via a secure, streamlined checkout process.
On the Account Details and Payment Methods tab, customers can view their account information and add or remove payment methods.
Controlling the Appearance of the Account Management Site
When customers click the Manage Your Orders link in their email receipt messages, the link directs them to the Account Management site on your default Web Storefront. To identify which of your Web Storefronts is the default, select the Storefronts menu in the FastSpring App. The Web Storefronts tab is selected by default. Look for the Default indicator in the list of Web Storefronts.
If you need to change the appearance of the Account Management site, consider using the Settings command for your default Web Storefront. Keep in mind that changes made here also affect the Storefront itself - not just the Account Management site.
All Stores have a default Web Storefront. FastSpring Support can change which Storefront is the default, but you cannot delete the default Web Storefront. In case you want the styling of the Account Management site to be different than your main Storefronts used for purchases, consider providing customers only with links to other Storefronts. By directing customers to other Storefronts for purchasing, you can leave the default Web Storefront for use only by the Account Management site.
Linking to the Account Management Site
The Manage Your Orders link in customers' receipt email messages always targets the Account Management site via your default Web Storefront. The format of the link is as follows:
<Secure Web Storefront URL>/account/
You can place a link to the Account Management site on the support pages of your web site and include it in email messages. The link is provided in all customer-facing email messages from FastSpring, by default.
Account Management Security
By default, to log on to the Account Management site, customers must verify that they have access to the email address associated with the order. This verification is required because sensitive data such as license keys and transaction details may appear on the site. To log on, customers enter their email address on the initial page of the site. If the address is associated with a customer account in your Store, FastSpring sends a message containing a live login link to that address. Customers must then click that temporary link to log in. Thus, anyone who does not have access to that email account (including a potential adversary) would not be able to log in to the Account Management site. Login links contained in these email messages are valid for twenty-four hours. This temporary status also applies to the pre-authenticated login links that you can generate via the /accounts endpoint of the FastSpring API (see below).
Providing Customers with Pre-Authenticated Account Management Links
If you have your own external customer account functionality, you can optionally provide pre-authenticated Account Management links to customers who have logged on to your system. Doing this lets customers avoid having to log on a second time on the Account Management site. This is accomplished via the /accounts endpoint of the FastSpring API, as shown in the example here.
URLs retrieved by this method are valid for twenty-four hours. A customer who clicks a link targeting such a URL--within twenty-four hours--is taken directly to the Orders tab of Account Management, skipping over the email address prompt.
Bypassing the Orders Tab in Favor of the Subscriptions Tab
If you would prefer to send customers directly to the Subscriptions tab of Account Management, simply append #/subscriptions to the URL returned in the API response.
For example, if the URL returned from the API response were as follows:
You would append #/subscriptions, resulting in this: