Managing Customer Records
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Creating Website Logins for your Customers

There are a a few ways to easily get your customers or club members logged into Commerce7 for the first time.

  1. Using the Magic Link
  2. Using the Forgot Password Link
  3. Manually Send the Magic Link or Forgot Password Link

Note: Commerce7 must be integrated with your website in order for these links to work. Learn more about website integrations here.


Using the Magic Link

You can use the magic link to allow your customers to quickly access their accounts on your website.

The magic link is a page on your website with a field where your customer can add their email address. The system will recognize their email address and trigger the 'Magic Link' transaction email. The 'Magic Link' email has a button that allows your customer to quickly login and access their account profile on your website.

Your magic link can be found via the following URL on your website -  https://yourdomainhere/profile/magic-link.

You can include this page link in your email to customers. All they have to do is add their email address and they will be sent the magic link transaction email from Commerce7 which includes a quick login button.

 


Using the Forgot Password Link

You can use the Forgot Password link to easily get your customers or club members quickly accessing their accounts on your website.

The Forgot Password Link is a page on your website with a field where your customer can add their email address. The system will recognize their email address and trigger the 'Reset Password' transaction email. The 'Reset Password' transaction email has a button that allows your customer to reset their password and quickly login to their account profile on your website.

Passwords must follow specific requirements of at least 8 characters. Also, the password can not be an easily guessed password. (such as password, 12345678, etc).

Your Forgot Password link can be found via the following URL on your website -  https://yourdomainhere/profile/forgot-password.

 


Manually Send the Magic Link or Forgot Password Transaction Email From a Customer's Account 

If a customer or club member can't remember their password, you can manually send the Magic Link or Forgot Password link to easily get them logged in.

  1. Click on Customers from your Commerce7 Dashboard.
  2. Look up the customer you want to send the link to.
  3. On the customer record, click on More Actions and select the specific email you want to send.