Customer account

Modified on Wed, 13 Sep, 2023 at 1:27 PM

The customer account, accessible from the button at the top right of the header, allows you to view past and upcoming orders, your personal information, and manage product returns in the flex and classic subscription models.

Here are the details to know.

TABLE OF CONTENTS

Customer account mapping
- Date to Date
- Details of the elements in the mappings

Customer account mapping

Date to Date

Account page :

Page des informations personnelles

Classic & Flex Subscription

Management of returns for second-hand orders (if still within the withdrawal period)

View of product buybacks (acquired by the brand as second-hand items)

Details of the elements in the mappings

1. Customer Account Presentation

"Hello": Account > Account > Hi + Customer's First Name automatically added thereafter
Brief text in Account > Account > paragraph

2. How does it work?

Optional button and functionality, to be activated via Account > HowItWorksSlider > is slider active = true
Button label in Account > HowItWorksSlider > Link_name
Example of slider displayed after clicking the button

The slider steps are composed of a title, text, and an image. The numbering 1, 2, and 3 is done automatically. It is possible to add as many elements as desired to the slider.
Title in Slides title
Click on '+ Add a new element in slides' to add each step

3. Log out

Account > Account > Log out button
Otherwise, automatic logout occurs after a defined time in an environment variable (ask your project manager)

4. Frequently asked questions

Can contain frequently asked questions or any other desired text
Title in Account > Account > Block Title
Account > Account > '+ Add a new element in block' > Bold sentence for the title, paragraph for the content
Possibility to include hyperlinks, for example

5. My information

Button name in Account > Account > Info link
URL of the opened page: url_site/account/information
Page content:

6. Order information and order cancelation

Orders grouped by start date of rental: Furthest date in the future at the top
Mapping of the texts in this block

If no orders have been placed, display Account > Account > no command and the button to go to the shop Account > Account > go to shop
Rental from... to... : Account > Account > Leasing date from, Leasing date to

Button to cancel the order in Account > Cancel Order > Cancel order cta modal, then display the next modal:

Title in Account > Cancel Order > Cancel order modal title
"Order number" in Account > Account > Command (don't forget to add a space at the end to avoid the issue seen above)
Small warning in Account > Cancel Order > Cancel order modal warn
Button label in Account > Cancel Order > Cancel order modal cta
Label for downloading the invoice: Account > Account > order download invoice (if empty: Download your invoice)

7. Return at

Account > Account > returned at

8. Cancelled order

non-modifiable

9. Personal information page title

Account > Information > title information
Return button : Account > Information > back link

10. Connection bloc

Titre dans Account > Information > your infos: "Your Information"
Gender label, First name, Last name, Email, and Phone in Account > Register > Gender label, First name, Last name, Email et Phone
Case Newsletter in Account > Information > Newsletter (default: empty)
If the content of the Newsletter case is filled, then the additional information text appears, it comes from Account > Information > desc_info.
Submit button : Account > Information > info button: "Submit"

11. Password bloc

Current password: Account > Information > actual password (at the end of the page)
New password : Account > Information > new password
Submit button : Account > Information > password button
The content of the placeholders is not modifiable

12. Address bloc - title

Account > Information > Address title
Current address automatically displayed, non-modifiable

13. New address guidance phrase

Account > Information > Search Address helper Change
When no address has ever been added (new customer), the Search Address helper Add is displayed.

14. New address search

Text "Enter your address": General > Search App Texts > label
Placeholder in the search bar: General > Search App Texts > placeholder
If the customer enters an address that is part of the list of EXCLUDED_SHIPPING_PLACES (parameter set up by your project manager, for example, Corsica, Guadeloupe, etc.), then the text, in General,> Search App Texts > excluded is displayed.

15. New address validation bloc

All fields come from Account > Register > address, address details, postal code, country, town

16. New address validation

Account > Information > address button

17. Payment method

Title : Account > Payment Method > Payment Method Title
"Payment method saved:" default text, which can be changed in Account > Payment Method > Payment Method Subtitle
"card" xx "ending by" xx: default text, modifiable dans Account > Payment Method > Payment Method Card et Payment Method Ending By
Button to change the payment method : Account > Payment Method > Payment Method CTA Replace
Upon clicking this button, the following modal opens. :

Modal title: Account > Payment Method > Payment Method Modal Title
Warning phrase: Account > Payment Method > Payment Method Modal Description
Save button : Account > Payment Method > Payment Method Modal CTA
Card information comes from General > Card Form Texts

18. Legal data

To add in Account > Data > Data text

19. Details on the next invoice

"Your invoice this month:" comes from Subscription Order > Main > invoice_this_month (This amount may not correspond to the amount of a plan in case of a plan change during the past month, as we bill on a prorated basis. See how the monthly billing amount is calculated in flex/classic subscription?)
"We calculate..." comes from Subscription Order > Main > invoice_explanation
"Your subscription starts on the..." comes from Subscription Order > Main > subscription_start_date
"Your subscription starts... " comes from Subscription Order > Main > subscription_date_explanation

20. Details on the current subscription

Title 'My subscription' dans Subscription Order > Main > My subscription
"Plan" in Subscription Order > Main > plan
"products max" dans Subscription Order > Main > products max
"Taken every" (default) in Subscription Order > Main > 'Taken every ...'
"of the month" (default) comes from Subscription Order > Main > '... Of the month'
"Handle return" button can be changed in Subscription Order > Main > Handle return CTA
For the flex plan, in front of each product is the amount per day or month, it can be changed in Subscription Order > Main > per month (visible in the last mapping)

20 bis. Show product size

Size displayed if General > Config > show size name

21. Change subscription

Title "My Subscription" could be renamed "My New Subscription" in Subscription Order > Main > My New Subscription.
The other elements are the same as described in item 20.
Cancel button in Subscription Order > Main > Cancel CTA.

22. Select all

Subscription Order > Main > Select all and stop (no worries, it doesn't stop anything instantly)

23. NPS Survey

This functionality is available only for the Flex and Classic Subscription.
You can ask questions where the answer is a rating from 1 to 10, followed by an open-ended question.
If the "Customer Survey" document does not exist, create a new one (click on "Create New" at the top right of the document list) and activate it with Customer Survey > Global Survey > display customer survey = true.
Title in 'Main title'.
Subtitle in 'Subtitle'.
Add as many questions as you want via "Add a new element in Questions." Be sure to clarify what a rating of 1 and 10 means on the rating scale. It's essential to communicate these questions to your CSM (Customer Success Manager) so that they can be added to the RMS (Return Management System), and the responses can be visible in the RMS view > Analytics > After-Sales. Ideally, it's recommended to include the same three questions consistently to ensure uniform result analysis:
- The first question should be about the Net Promoter Score (NPS).
- The second question should be related to the outbound process.
- The third question should be about the return process.
For the open-ended responses, use 'let a message.'
Please note that the survey should not be displayed on the mapping, but there's an option to survey the product level once it's selected for return. This information should be filled in Prismic under the Product Survey section, for example:

Details on the 3 questions for products:
- "What did you think of this product?" (Satisfaction Label) → Response using 1 unhappy, neutral, or happy smiley.
- "How many times have you used this product?" (Dropdown title Label) → Response using the options added in the dropdown options.
- "Remark" → Free-text field for writing about the product.

24. Generate the return slip

Subscription Order > Main > Generate the return slip

25. Products not eligible for return

If the BRAND_MIN_STARTING_DAYS for your account is not 0, it means that there will be a few days between the order date and the subscription start date. During this period, customers cannot request returns for their products. A message will appear next to each product to indicate that it cannot be returned.
Message in Subscription Order > Main > product not eligible for return
Tooltip to fill in Subscription Order > Main > tooltip product not eligible for return

Title in Account > Orders > Return Voucher Modal Title (par défaut : Générer le bon de retour)
Message dans Account > Orders > Return Voucher Modal Message
Bouton annuler dans Account > Orders > Return Voucher Modal Cancel
Bouton confirmer dans Account > Orders > Return Voucher Modal Confirm

27. Products returned this month

The message in the mapping is not the clearest; the products have not yet been received, but we have acknowledged the return request.
Title and message to adjust in Subscription Order > Main > returned_product_title et returned_product_desc

28. Returned at

Account > Account > Returned at

See the content of this article: How does the Châtel law apply to flex / classic subscription models?

30. "Manage my order" button for second-hand orders

Button disabled if the delivery date has not yet occurred or if the legal withdrawal period (usually 14 days) has expired.
Account > orders > Order details open

31. "Manager products return" button

Account > orders > Order details manage
Return button label on the left can be managed in Account > orders > Order details close

32. "Cancel" button for second-hand orders

Account > orders > Order details manage cancel

33. "Generate return voucher" button to return a second-hand product

Account > orders > Order details generate

34. "My Take Back" label

TakeBack > Account > take backlist title

35. "Take back n°" label

TakeBack > Account > take backlist title

36. "Estimated price" label

TakeBack > Account > Take back estimated price (default: estimated price)

37. "Status" label and status values

TakeBack > Account > status label
- accepted status
- refused status
- in progress status