Manage guest access

  • Updated

As an Administrator, you can set Optimizely Configured Commerce to let unregistered users or guests access and checkout from websites. This may help increase the number of transactions as customers can avoid creating an account. However, you should consider the following:

  • Returns, exchanges, or refunds can be more complicated without an associated account.
  • Guests may have difficulty reviewing, modifying, or tracking orders.
  • Guests do not have the option to reorder previous orders or use lists.
  • Guest data is lost, which could help with future sales, training, or other opportunities.

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

  • Enable Guest Checkout – Set to Yes to display the option to checkout as a guest. Guests cannot view My Account features, such as order history or quotes. Default: Yes
  • Website Access – Set what guests can access before signing in. The options are No Sign In Required, Sign In Required to Browse, Sign In Required to Add to Cart, and Sign In Required to Add to Cart or See Prices. If set to Sign In Required to Add to Cart or See Prices, a Pricing_SignInForPrice message displays. Default: No Sign In Required
  • Allow Account Creation – Set to Yes to let guests create accounts on the storefront. This can pollute the user database, and some websites require specific user information to function properly. Default: Yes
  • Require Activate Account – Set to Yes to require account activation by email for self-created users. See Require website account activation through email. Default: No
  • Guest ERP Customer – Select a customer to copy the property values to customer records created during guest checkout. Use this for guest pricing and defaults by selecting the default ERP customer record. If left empty, the customer defaults defined in the Account Management settings are used. If you use real-time pricing and do not select an option, the system does not show pricing. Default value: Empty
  • Include Guest ERP Customer in Restriction Group Evaluation – Set to Yes to use data from the Guest ERP Customer setting to evaluate restriction group rules for website guests. This setting only displays if you select a value for the previous setting. Default: No
  • Allow Guest Order Lookup – Set to Yes to let users check order status without logging into the website. This setting is website-specific. Real Time Order History must be set to No for this option to display. Default: No

Update the settings

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

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