A number of actions are triggered in Recharge and BigCommerce after a customer goes through the checkout with a subscription product. This article details what happens on both platforms and the checkout settings store owners can customize to better fit their brand.
- Recharge Checkout on BigCommerce
Before you start
- Follow the instructions detailed in the section Enabling/Disabling Account Creation in the BigCommerce Help Center before you proceed with this article.
- Customer accounts must first be enabled in BigCommerce so that customers can access their customer portals.
- The Subscription activation email sent from Recharge will only work for BigCommerce customers if account creation is enabled in your store settings.
Customer accounts and portals
BigCommerce storefront customer accounts and the Recharge customer portal are very similar but they have slightly different purposes.
|Customer Account||BigCommerce||Accessed through the BigCommerce storefront, customers use their storefront account to view transactions and update their addresses.|
|Customer portal||Recharge||Accessed through the BigCommerce Customer Account, the customer portal is a self-service portal customers can use to maintain their subscriptions post-purchase with actions like adding products or skipping shipments.|
What happens after checkout
After a customer goes through the Recharge Checkout with a subscription product in their cart, Recharge sends out the Subscription activation notification to the email provided by the customer at checkout. This notification is important, as it contains payment details, shipping information, and a link the customer can use to access their customer portal to modify their subscription.
You can configure the notification through the Notification settings in your Recharge admin.
Customer account creation
Once you have enabled customer accounts within BigCommerce, the way customer accounts are handled depends on whether the customer is a new subscriber or not.
If the customer is new, Recharge creates a customer account in BigCommerce so you have a record of the customer details and purchases made.
For existing customers, the Recharge subscription purchase will automatically be associated with the account.
Completing the BigCommerce customer account creation
Customers can access their customer portal through the Subscription Activation email. To access the storefront account, however, customers must reset their password by clicking Login on your storefront, then Forgot your password?
We recommend updating your subscription activation emails in your Recharge notification settings to include additional instructions for your customers.
Individual account creation
Alternatively, you can assign an individual password to a customer once they've completed their checkout. This password can then be shared with the customer and you can force them to reset their assigned password for security.
- In the BigCommerce admin go to Customers, click View and search and select the specific customer you'd like to edit.
- Under Force Password Reset On Next Login, select Yes.
- Assign a password to the customer in Password and Confirm Password.
- Save the customer profile.
Customer portal creation
For every customer that purchases a subscription product, a customer portal is created in Recharge that allows customers to access and manage their subscriptions. The customer portal can be accessed using a unique, hashed link that is sent to the customer in their email notifications.
Customers can also access their customer portal by logging into their BigCommerce Customer Storefront account and clicking Manage Subscriptions.
For more information and some screenshots, take a look at Using the Novum customer portal with BigCommerce.
How does Recharge determine if a customer exists on your BigCommerce?
Recharge uses the customer's email address at the time of checkout to locate them in your BigCommerce customer profile records. If a customer profile exists in BigCommerce with that email, the order will be created under that customer. If a customer profile does not exist, a new customer profile will be created in BigCommerce for the order
Can customers log in to their account during checkout?
Customers are not able to log in during the checkout process.
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