Login and registration

This area allows you to control whether you require registration and customer login for some or all of your site, as well as how you handle guest customers.

Guest-only site

You have the option to make your site guest only. This disables all login and registration options, and doesn't allow for any customer to save their information, addresses, or order history.

Login

There are three options for login. You can require your customer to log in only at checkout; require login to be able to view pricing and start an order (i.e. browse as a guest, but log in to buy); or require login in order to view all site pages. Login options are applied to all customers equally; they cannot be changed at the individual customer level.

Login messaging

This field allows you to add a callout message to the Login tab on the login/registration form on your site.

This message can be a simple, friendly greeting, as above, or it can contain helpful guidance for your customers or a note on restrictions for login and registration.

Registration

There are two options for registration of new customers: automatic and manual.

Automatic (customer-allowed) registration

You can allow new customers to register for their own account. If you do this, you may choose to have the system initially set each new customer as inactive (i.e. unable to log in or check out) until their registration has been approved by an administrator. Alternatively, you can set new customers to active from the outset, requiring no administrative hand at all. A tick (or untick) of the box next to Set new registrants to inactive makes the selection for you.

Manual customer registration

You can also opt to not allow new customer registration by unticking Allow new customers to register for an account. In this case, you or an administrator will have to create each new customer account manually in My Liftoff. This is the more tedious option, but it allows for greater security and control, if that's something you need.

Required email domains

If you want to allow new customers to register for an account, but you don't want just anyone signing up on your site, you can restrict registrations to one or more specific email domains. This way, only customers using certain email providers or from a small set of organizations may register on your site.

Example:
Entering a value of google.com into the Required Email Domains field will restrict all new registrants to using only email addresses from that domain, such as [email protected] or [email protected].

You may enter as many or as few domains in this field as you require.

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A note on notifications

If you elect to mark new customers as inactive when they register, you will be required to provide an email address for registration notifications. Registration notification settings are located under Website > Email/Contact.

When a new customer registers on your site, you will receive a notification alerting you to their registration, along with a link to the Customers/Contacts listing page. Click the Edit button next to the new customer's name and change their status from Inactive to Active to approve them.

Guest checkout

Even if your site isn't "guest only" (as described above), you can still allow your customers the option to make purchases as a guest.

Currently, there are 3 options available to you for how to handle guest checkout. By default, the first option ("Do not allow guest checkout") is selected. In this case, all customers will be asked to log in or register before finalizing their purchases.

By selecting "Allow guest checkout," you give your customers the ability to choose whether to place an order after logging in, or without logging in at all. Selecting this option also allows you to provide a message to your guest customers if you wish.

Lastly, you can elect to "Default to guest checkout." This option is very similar to "Allow guest checkout," except that the login/registration page is bypassed on the way to checkout. Anyone who wishes to log in and check out as a registered customer can do so, but they'll have to navigate to the login page manually before completing their order.

Login page default tab

The form on the login page can contain up to 3 tabs: Login, Register, and Proceed as Guest. This setting allows you to control which of those tabs is displayed to your customers when they land on the login page. This setting allows you to, for example, encourage logging in even if guest checkout is enabled.