Customer-Facing Account Management

Last modified May 10, 2017

FastSpring provides your customers with an easy-to-access website that lets them view their complete order history for your account and manage their subscriptions and payment methods (if applicable).

Account Management Site Examples

Order receipt email messages sent to customers include a link to the customer's Account Management site for your account, as shown in this illustration.

Example of an order receipt email message with the Manage Your Orders link highlighted

Upon clicking the link, customers see a page that is branded to match your default Web Storefront, on which they are prompted to enter their email address.

Example of the Account Management logon page


After entering their email address and clicking Continue, customers will be sent an email message containing a login link. Clicking the link in that message will log the customer in to the Account Management site.

Note

The login link contained in the email message is only valid for twenty-four hours from the time the message was sent. After that, the customer would need to repeat the process of entering his or her email address to receive a login link via a new message.

An example of the confirmation page after entering an email address

Example of an email message with a login link


The Account Management site includes separate tabs for OrdersSubscriptions, and Account Details and Payment Methods. The Orders tab is displayed by default, so upon logging on, customers will immediately see their order history for your account.

Example of the Orders tab of the Account Management page

Customers' order items, amounts paid, license keys, download links, and order references / order IDs are all displayed for each individual order.

The Subscriptions tab lists all of the customer's active and inactive subscriptions, and the Manage command for each subscription lets the customer update the payment method or cancel the subscription. Customers with manual subscriptions can also click Pay Now on a manual subscription to initiate a payment via a secure, streamlined checkout process.

Example of the Subscriptions tab of the account management portal


On the Account Details and Payment Methods tab, customers can view their account information and add or remove payment methods.

Example of the Account Details and Payment Methods tab of the Account Management site

Controlling the Appearance of the Account Management Site

The Manage Your Orders link in customers' receipt email messages (sent via the New Email System) always targets the Account Management site via your default Web Storefront. To identify which of your Web Storefronts is the default, select the Storefronts menu in the Dashboard. The Web Storefronts tab will be selected by default. Look for the Default indicator in the list of Web Storefronts.

Storefronts menu with the Web Storefronts tab selected by default

Example of the Web Storefronts tab of the Storefronts menu, with the Default Web Storefront indicator called out

If you need to change the appearance of the Account Management site, consider using the SETTINGS command for your default Web Storefront.  Keep in mind that changes made here will 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 can cannot delete the default Web Storefront. In case you want the styling of the Account Management site to be different to your Storefronts used for purchases, consider using the default Web Storefront only for the Account Management site, and only provide new / purchasing customers with links to your other Storefronts.

Note

Your default Web Storefront must be online in order for its styling to affect the Account Management site. If the default Web Storefront is offline, the Account Management site will not use its styling.

Linking to the Account Management Site

The Manage Your Orders link in customers' receipt email messages (sent via the New Email System) always targets the Account Management site via your default Web Storefront. The format of the link is as follows:

<Secure Web Storefront URL>/account/

You can place a link to the Account Management site on the support pages of your web site and include it in email messages.  The link is also provided in all customer-facing email messages.

Account Management Security

In order to log on to the Account Management site - where they can access order history, subscription management, and payment method management tools - customers must verify that they have access to the email address associated with the order. They do this by entering that email address on the initial page of the site, which will result in a message containing a live login link being sent to that address. Customers must then click that temporary link to log in. Thus, anyone who does not have access to that email account would not be able to log in to the Account Management site. Login links contained in these email messages are valid for one hour, just as with pre-authenticated login links that can be generated via the /accounts endpoint of the FastSpring API (see below).
 

If you take advantage of the FastSpring API and you have your own external customer account functionality, you can optionally provide pre-authenticated Account Management links to customers who are logged on to your system, so that they do not have to log on a second time on the Account Management site. This is accomplished via the /accounts endpoint, as shown in the example here.

GET /accounts/{id1}[,{id2},{id3},...]/authenticate

URLs retrieved by this method are valid for one hour. A customer who clicks a link targeting such a URL - within one hour - will be taken directly to the Orders tab of Account Management, skipping over the log on prompt.