Manage guest access

  • Updated

Administrators can configure Optimizely Configured Commerce websites to let unregistered users or guests to access or checkout from websites. The process to enable this functionality involves only a few clicks, but the real challenge is deciding if guest access or checkout is the right strategy for the website. There are a number of factors to consider when making this decision and the rationale and conclusions are not the same for every website.

To start, there is a common belief that enabling guest access or guest checkout will increase the number of transactions on a site, as customers can avoid the minor hassle of creating accounts. Although this can be true, there are also some potential downsides to allowing guests to checkout from a site without registering. So when making the decision to allow guests and guest checkout, consider the following points:

  • Returns, exchanges, or refunds can become more complicated without an associated account.
  • Allowing guests can make reviewing, modifying, or tracking orders more difficult.
  • Guests do not have the option to reorder previous orders or make use of lists.
  • Guests do not have any history, so there is a loss of data which could help drive future sales, possible training, or other opportunities.

Use the settings listed below to control various aspects of the guest experience. At a minimum, Enable Guest Checkout and Allow Account Creation must be set to Yes to allow guest access.

Settting Name Value Options Description
Enable Guest Checkout Yes/No If Yes, the Checkout as Guest button is displayed on the sign in page - allowing purchases to be made without signing into a user account. The default value is Yes.

Guests cannot view any My Account features, such as order history or quotes.

Website Access NoSignInRequired (default), SignInRequiredToBrowse,
SignInRequiredToAddToCart, SignInRequiredToAddToCartOrSeePrices
Determines what guests can access before being prompted to sign in. A Pricing_SignInForPrice message displays if a user is not signed in and the?Website Access setting is set to Sign in required to add to cart or see prices.
Allow Account Creation Yes/No

If Yes, guests can create new accounts on the storefront. Default value: Yes

Enabling this setting should be considered carefully, as it can pollute the user database and some websites require specific user information to function correctly.

Guest ERP Customer Drop-down list (select a value); blank by default

If a customer is selected, the bank code, customer type, end user type, ship code, terms, code, default credit limit, ERP BillTo Number, and ERP ShipToNumber are copied from that customer record for new customer records created during guest checkout. If no record is selected for the setting, the customer defaults defined in the account management settings are used for customer records created during guest checkout.

If you are using real time pricing, the system needs to know what pricing to show, so if there is no default selected here, the system does not show any pricing.

Include Guest ERP Customer In Restriction Group Evaluation Yes/No

Visible only if you select a value for Guest ERP Customer.

If Yes, data from the Guest ERP Customer selection is used to evaluate restriction group rules for guests on the website.

Allow Order Status Lookup Yes/No If Yes, the Check Your Order Status link displays in order confirmation emails that links to Check Your Order Status > Order Detail. The order confirmation number also links to the page.
Allow Guest Order Lookup Yes/No If Yes, lets users check order status without logging in to the website. Website-specific. Requires setting Real Time Order History = NO.

Updating the settings

These settings can be controlled globally or unique per website. To make the setting website specific, before changing the value, select the target website from the Configuring drop-down list.

  1. Go to Admin Console > Administration > System > Settings.
  2. Search for the setting name.
  3. Update the field value as necessary.
  4. Click Save.