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Features
Frontend Interfaces

My Account Interface

Introduction

When SparkLayer is installed on your website, it automatically replaces your website's existing my account area and allows your B2B customers to keep track of key information about their account, track orders and view their order history, manage their address book, quickly re-order, and more!

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How it works

The My Account Interface replaces your existing website's my account area with a specially-optimised layout. It works as an "overlay" and can be accessed on any page by any of the following ways:

  • By clicking the account link, typically in the website's header providing this points to the URL /account
  • By adding #spark-account to the end of a URL, e.g. https://www.yourstore.com/#spark-account






Order History

Each time a customer places an order on your website via SparkLayer, this is then saved within their order history. By default, orders are listed by the most recent first and each gives a full record of their order activity.

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Please note By default, SparkLayer will only show completed orders within the My Account. Orders that are in draft (or pending) status will not show in the list.

When a customer views the details of an order, they'll be able to see the following details:

Item

Details

Order Number

An order reference ID that will match that stored in your backend systems

Order Date

The date the order was placed

Status

The order status, e.g. Processing, Shipped, Cancelled based on order status details sent from your website admin or backend system

Payment method

The payment method used to pay for the order, e.g. Pay on Account

Address

The address the order is being shipped to

Products

A summary of all products ordered, organised by order status

Totals

The order totals including tax and shipping

Shipping tracking

If supplied, the shipping tracking number for the order. Learn more.

Offline and archived orders

It's also possible to display offline orders within SparkLayer. For example, customers may place orders via your website or over the phone and you want them to be able to view a centralised overview of their entire order history. Please refer to the SparkLayer API for more details.

Invoices

Depending on your setup, you can also allow customers to view and download invoices from the order history. Learn more in our guide here.






Re-ordering

The re-ordering feature on SparkLayer is a powerful feature that lets customers quickly "duplicate" their previous orders or products ordered. On any order detail page, the re-ordering button can be accessed on the top right giving the customer two options:

Document image


Option

Details

Add items as new order

This will replace and remove the existing Quick Order contents with the products in the order

Add items to existing order

This will update the existing Quick Order contents with the products in the order

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Customers can also individually re-order specific products by clicking the "Order again" button.

Please note If products aren't available (e.g. out of stock), these products will not be automatically added unless rules have been configured to allow the ordering of unavailable items.






Shopping lists

The saved shopping lists feature in SparkLayer is a great way for customers to be able to quickly re-order items they've previously saved.

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For example, they may have a specific range of products they always order from you or they want to create a 'favourites' list to come back to. Each time a shopping list is saved from the My Order Interface, these will appear in the main My Account area. The interface includes the following items:

Item

Details

Name

This is the name the customer gives the shopping list from the My Order Interface

Updated date

The last time the saved shopping list was updated (typically when it was created)

Actions

'Load' will replace the contents of their order with all items in their saved shopping list. There is also an option to delete a shopping list






Address book

SparkLayer is able to display available customer addresses both within the My Account Interface and the My Order Interface. These addresses are either fed through directly from your website admin or from your backend system (via the SparkLayer API).



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The address book interface includes:

Item

Details

Default Billing

The default billing address used for orders

Default Shipping

The default shipping address used for orders

Other Addresses

A list of all other available addresses which haven't been set as 'Default'

Any available address can then be selected during the checkout process in the My Order Interface.

SparkLayer also supports full address editing and adding, allowing customers to manage their online address book. Within the My Account interface, customers can simply click the icons next to each address to edit, delete an address, or add a new one.

Customising addresses Address management is enabled by default. To see available configurations for addresses, please refer to our guide here.






Account information

The My Account Interface can also display a summary of the customer's information such as their email address, name, company name, and financial details (such as credit terms).

This information is taken directly from the customer's details within your website admin or directly from your backend system (via the SparkLayer API).

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If you have credit terms set up but you'd prefer to hide the "Financials" section, you can do this by adding the below CSS to your CSS overwrites.

CSS
|
--spark-account-item-financials-display: none;


Adding custom fields You can also add custom fields to the My Details screen (such as website address, sales agent contact, etc). Learn more about this our guide here.






Company Users

Company Users is a powerful feature of SparkLayer that allows companies to create "teams" of users that can share specific actions within their account. Sometimes referred to as "company roles" or "sub accounts", this feature is designed to optimise company B2B purchasing and account management. Learn more in our guide here.






The My Account redirect

When a logged in customer accesses your website's existing my account area (e.g. /account), it will redirect them to the SparkLayer My Account interface instead. If you'd prefer, you can change the default handling and set a custom URL to redirect B2B customers to once they log in. You can do this by updating the SparkLayer Core Script on your website.

Updating the display You can update the default display by adding code to your Core Script. Learn more about how to update display settings on SparkLayer


JS
|
/* Add the below code into the SparkLayer Core Script */
/* Please refer to our help guide on how to do this */
accountRedirect: {
  urlRegex: /\/account/g,
  goTo: "/index", // page to redirect logged in users to
},
/* End of code */







Configurations

SparkLayer supports a wide range of configurations you can apply to the Frontend Interfaces. Please see our full guide here on what's possible!

Updated 15 Sep 2023
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TABLE OF CONTENTS
Introduction
How it works
Order History
Re-ordering
Shopping lists
Address book
Account information
Company Users
The My Account redirect
Configurations
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