Frequently Asked Questions

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Working with Members

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Last Updated: February 26, 2009 2:35 PM

View and search your Quick Shopping Cart membership database and keep track of your customers from the Member Manager.

Member profiles are organized by email address and are created in one of three ways:

  • Automatically for each customer as they make a purchase.
  • By a site visitor who registers on your storefront.
  • Manually by a site administrator.

Adding Member Profiles

Members are automatically entered when a customer places an order on your storefront or registers with your store. In some cases, however, you may want to manually enter a member into the system.

To Add a Member

  1. Log in to your Account Manager.
  2. In the My Products section, click Quick Shopping Cart.
  3. On the Quick Shopping Cart page, click Open next to the Quick Shopping Cart account you want to use.
  4. Select Members.
  5. From the Tasks menu, select Add Member.
  6. In the Create a New Member page, enter the appropriate profile information and click Create Account.

NOTE: New member profiles must include information for all fields. You may want to create a method or list of default passwords to provide new members. They can change the default password when they access their accounts.

WARNING: Assigning Roles is optional. A Role grants a member access to the specified features in the shopping cart administration program to edit your store. This is not something you should provide to regular customers.

Copying Member Profiles

  1. Log in to your Account Manager.
  2. In the My Products section, click Quick Shopping Cart.
  3. On the Quick Shopping Cart page, click Open next to the Quick Shopping Cart account you want to use.
  4. Select Members.
  5. From the Member list, select Copy next to the member profile status field.
  6. On the Copy Member Profile page, enter a new password and any other changes and click Copy Account.

NOTE: You can copy a member profile from the Tasks menu on a member profile page.

Editing Member Profiles

  1. Log in to your Account Manager.
  2. In the My Products section, click Quick Shopping Cart.
  3. On the Quick Shopping Cart page, click Open next to the Quick Shopping Cart account you want to use.
  4. Select Members.
  5. From the Member list, select the member profile to edit, or click Edit next to the member profile status field.
  6. On the Edit Member Profile page, enter the appropriate changes, and then click Update Account.

NOTE: You can also edit member contacts at this time.

Viewing Members

  1. Log in to your Account Manager.
  2. In the My Products section, click Quick Shopping Cart.
  3. On the Quick Shopping Cart page, click Open next to the Quick Shopping Cart account you want to use.
  4. Select Members.

All members are displayed in the Members list.

NOTE: You can view members based on a defined search criteria using the search tool.

Searching Members

The member search tool is available from the main Member Manager page. The results are displayed in the member list for the specified search criteria.

Search criteria can be entered as complete fields (full email address, full member name, etc.) or as partial data. For example, by using a wildcard (*) character, you can search for all members whose email address is a Yahoo! account (*@yahoo.com).

You can isolate your search to specific information, such as address. For example, if you wanted to search for members whose billing address is Texas, in the state field, enter TX.

To Search Members

  1. Log in to your Account Manager.
  2. In the My Products section, click Quick Shopping Cart.
  3. On the Quick Shopping Cart page, click Open next to the Quick Shopping Cart account you want to use.
  4. Select Members.
  5. Click Search.
  6. On the Search for Members page, search by full or partial email address, first and last name, status, or contact and address.
  7. Once you have entered the search criteria, click Search.

NOTE: You can search member profiles from the Tasks menu on a member profile page.

Deleting Member Profiles

  1. Log in to your Account Manager.
  2. In the My Products section, click Quick Shopping Cart.
  3. On the Quick Shopping Cart page, click Open next to the Quick Shopping Cart account you want to use.
  4. Select Members.
  5. From the Member list, select Delete next to the member profile status field.
  6. Click Yes to confirm the deletion.

NOTE: You can delete a member profile from the Tasks menu on a member profile page.