Customer-Facing Account Management
This article describes the customer-facing Account Management feature.
FastSpring provides your consumers with an easily accessible website to view their complete order history for your account. Here, they can also manage their subscriptions and payment methods.
Account Management Site Functionality
Consumers’ order receipt emails include a link to their Account Management site, as seen below.
When they click the link, consumers see a page that is designed to match your default Web Storefront. The page prompts consumers to enter their email address.
After entering their email address and clicking Continue, the system sends consumers an email containing a login link. This link opens the consumer's web browser and logs the consumer in to the Account Management site.
The Account Management site includes separate tabs for:
- Account Details and Payment Methods
When consumers log in, they immediately see their order history for your Store. However, you can direct consumers to the Subscriptions tab instead by retrieving the authenticated Account Management URLs for your consumers via the FastSpring API. See Provide Consumers with Pre-Authenticated Account Management Links below for more information.
For each order, information displayed includes:
- Order Items
- Amounts Paid
- License Keys
- Download Links
- Order References / IDs
The Subscriptions tab lists all of the consumer's active and inactive subscriptions, and the Manage command for each subscription lets the consumer update the payment method or cancel the subscription. If a consumer cancels a subscription, they can reactivate it here, until the deactivation date. Consumers with manual subscriptions can also click Pay Now on a manual subscription to initiate a payment via a secure, streamlined checkout process.
Account Details and Payment Methods
On the Account Details and Payment Methods tab, consumers access their account information. They can add or remove payment methods here.
Account Management Site Appearance
When consumers click the Manage Your Orders link in their email, the link directs them to the Account Management site on your default Web Storefront, which is indicated by a gray tag.
To change the appearance of the Account Management site, use the Settings command for your default Web Storefront. 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 differ from your main Storefronts used for purchases, consider providing consumers with links to other Storefronts. By directing consumers to other Storefronts for purchasing, you can leave the default Web Storefront for use only by the Account Management site.
Link to the Account Management Site
The Manage Your Orders link in consumers' receipt email messages always targets the Account Management site via your default Web Storefront. The format of the link is:
<Secure Web Storefront URL>/account/
You can place a link to the Account Management site on the support pages of your website to include in email messages. By default, the link is provided in all consumer-facing email messages from FastSpring.
Account Management Security
By default, to log on to the Account Management site, consumers must verify that they have access to the email address associated with the order. This is required because sensitive data such as license keys and transaction details may appear on the site.
To log on, consumers enter their email address on the initial page of the site. If the address is associated with a consumer account in your Store, FastSpring sends an email containing a live login link to that address. Consumers must then click that temporary link to log in. Anyone who does not have access to that email account cannot log in to the Account Management site.
Login links contained in these email messages are valid for 24 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 Provide Consumers with Pre-Authenticated Account Management Links below for more information.
Provide Consumers with Pre-Authenticated Account Management Links
If you have your own external consumer account functionality, you can provide pre-authenticated Account Management links to consumers who have logged on to your system. This way, consumers only need to log. This is accomplished via the /accounts endpoint of the FastSpring API, as shown below:
URLs retrieved by this method are valid for 24 hours. If a consumer clicks on a link targeting this URL within the 24 hours, they directly access the Orders tab of Account Management, skipping over the email address prompt.
Send Consumers Directly to the Subscriptions Tab
If you prefer to send consumers 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: