The Customer Center is a frontend-app which allows logged-in users to view data and interact with a Dynamicweb solution in various ways.
A customer can:
- View previous orders and reorder them
- View and interact with quote requests
- View their frequently bought items
- View their wish lists/my lists
- View and interact with RMAs
- View and interact with saved cards
- View and interact with recurring orders
- View and interact with loyalty points
The Customer Center app is added to a paragraph like any other app – you then have access to a number of app settings which allow you to control how the customer center works and looks. In more specific terms you:
- Define a context from which data is retrieved
- Define how the data is presented
Not all features have to be implemented, of course – you can pick & choose the features relevant for each solution.
Here is a rundown of the Customer Center app-settings
The shop settings are used to define which shops and order contexts data should be retrieved from (Figure 2.1).
Setting the shop context(s) for the CC
Only render master products
Exclude variant products from the CC
Limit the CC to a particular order context
Use image pattern setting from product catalog
Showing product images, if images are assigned to products via image categories on the product catalog
Please note that Image patterns at the product catalog level are being phased out - and may already be deprecated on your solution
The paging settings (Figure 3.1) control paging on lists published via the Customer Center.
- Select the number of items to display on each page
- Specify how to render the Next and Previous buttons – using text, an image, or a combination of text and image
The Order settings (Figure 4.1) control how the Customer Center retrieves orders.
The options are:
- Based on User id
- Based on Customer number
- Own orders and orders made by he users that current user can impersonate
When showing previous orders you can also insert a search box, so that the user can search for a particular order. If you want to allow the users to search in custom order fields too, check the Search in custom fields checkbox.
The Bought from date settings (Figure 5.1) control the maximum age of orders which appear in the Customer Center. Pick a date – orders placed before that date will not be displayed.
The Default view settings (Figure 6.1 controls which of the Customer Center pages should be shows by default.
The Customer Center supports sending the details of an order to someone.
With the email address setting (Figure 7.1), you can control which email should be used as the sender email. If no email is specified, email@example.com is used.
The Menu texts settings (Figure 8.1) control the layout of menu tab buttons in the CC. For each of the possible tabs, you can use text, an image, or a combination of text and image.
The Links settings (Figure 9.1) is used to sirect users to a separate page or website instead of opening the tab in question.
The Templates section (Figure 10.1) allows you to select or edit the templates used to render the different areas in the Customer Center:
- Menu layout is used to render the menu
- List templates are used to render the CC lists, such as a list of previous orders
- Details templates are used to render the individual list items, e.g a previous order
Dynamicweb Ecommerce ships with a large number of showcase templates showing you how to integrate or implement various features from the system.
You can select and edit them from the drop down menus above, or find them in the Templates/eCom/CustomerCenter folder.
If you use the My Lists functionality your customers can email lists from the Customer Center to non-registered users.
The My List email settings (Figure 11.1) allow you to select or edit the email template used for that email – and to pre-fill the subject, sender name and sender email fields when sending the list to someone.
My Lists/Wish lists
The My Lists functionality makes it possible for users to create lists of products, which they may want to buy for themselves or others.
The lists can also be shared with others by email, directly from the Customer Center – and visited by recipients of the email (provided you create a page where lists can be published).
Working with My Lists requires you to:
- Setup My Lists in the Customer Center app – customize your menu and add them to the navigation
- Setup a Show List app to show lists to non-registered users
- Customize your product templates to allow customers to add products to lists
My Lists in the Customer Center
To set up My Lists in the Customer Center, you must:
- Go to your Customer Center paragraph and open the app settings
- In the menu texts section, provide a solution appropriate text or image (or both) to use in the Customer Center menu to access the My Lists area
- Open the menu layout template (usually navigation.hml) and add <!--@Ecom:CustomerCenter.MyLists--> | to the div-container. This adds a MyLists tab to the Customer Center navigation.
- In the templates section, select the MyList.html template in the My List dropdown – or create your own template to control how lists are displayed in the Customer Center.
Once you have set up a Show List app, you must also select that paragraph in the links section Public List field. This lets the system know where you want to display lists which are emailed to someone – without requiring them to log in.
The Show List app
In order to show lists (which are usually only accessible to logged in users) to non-registered users, you must create a paragraph somewhere and attach a Show List app (Figure 14.1) to it.
The show list app is actually incredibly simple – it consists of a template for rendering a list publicly.
Once you have created your Show List app, don’t forget to open your Customer Center app settings and select the paragraph with the Show List app attached in the links section, under Public List.
Adding products to a list
Lists are pretty useless if you don’t allow your customers to add products to them.
For that purpose, you have access to the CustomerCenter.ProductLists loop and the CustomerCenter.ListTypes.Lists loop.
For an example of how to add products to a list, see the ProductListCustomerCenterList.html template.
And an even more simplified example for razor, just listing all lists:
|Field name||Data type||Length|
|Field name||Data type||Length|