Customers benefit your business; therefore, Manage Customers plays an important role in success of your Stores. It will decide the loyalty as well as the level of consumer’s sasifaction or the visitors who are the potential customers for your stores in the future. However, there will be a problem when you have thousands of customers or even more. You cannot manage all of them.
By Magento 2, this problem can solve easily. Customer Configurations can store all the information, preference and the needs of customers. Whenever you need, you can use these data from your system. Futhermore, Magento 2 provides you different options to configure customers such as:
The process to configure customers, we follow all these steps
Store
Configuration
Customer
Customer Configuration
Option 1: Online Customers Options
Option 2: Account Sharing Options
Share Customer Account
into Global public information of customers or Per Website the information is restricted to the website that account was createdOption 3: Create New Account Options
Enable Automatic Assignment to Customer Group
: Select the group in Default Group then Yes to automatically assign customer to this group
When you select Yes based on VAT ID, customers will be changed automatically to Default Value
Show VAT Number on Storefront
: If Yes, customers can see the VAT number in the frontend
Default Email Domain
: Set default email domain
Default Welcome Email
: Set the template for email to welcome
Default Welcome Email Without Password
: Set welcome email template for new customer accounts which are created by admin and don’t have an assigned password yet.
Email Sender
: Set the store contact for sending welcome email
Require Emails Confirmation: Choose Yes to require customer confirmation when creating an account
Confirmation Link Email: Set the email template for confirmation email
Welcome Email
: After confirming the account, set the email template for the welcome email
Generate Human-Friendly Customer ID
: Select Yes to set human-friendly customer ID
Option 4: Password Options
Password Reset Protection Type
: Set the method to reset a customer password. If select None, only admin can reset the password
Max Number of Password Reset Requests
: Limits the number of password reset requests per hour. Entering 0 is unlimited requests
Min Time Between Password Reset Requests
: Limit time between password reset requests. Entering 0 is unlimited requests
Forgot Email Template
: When customer forgot password, set the password
Remind Email Template
: When customer receive password reminder/hintSpecify the email template
Reset Password Template
: when customer reset password, Specify the email template
Password Template Email Sender
: Select the store contact as sender for password-related emails
Recovery Link Expiration Period
(hours)
Number of Required Character Classes
Maximum Login Failures to Lockout Account
Minimum Password Length
Lockout Time
(minutes)
Option 5: Name and Address Options
Number of Lines in a Street Address
: If the field is blank, the default street address of two lines is usedShow Prefix
Prefix Dropdown Options
Show Middle Name (initial)
Show Suffix
Suffix Dropdown Options
Show Date of Birth
Show Tax/VAT Number- Show Gender
Option 6: Login Options
Redirect Customer to Account Dashboard
after Logging inOption 7: Address Templates
Text
: All addresses that are recordedText One Line
: The address will be ordered from the customer’s shopping cart address book listHTML
: It is under the Customer Addresses area and on the Add New Address page when a customer creates a new billPDF
: Billing and shipping addresses will be displayed in the printed invoices, shipments, and credit memosOption 8: CAPTCHA
Save Config
Setting Consumer Configuration makes your stores can manage customers more effective.
It comes to the end of tutorial: 8 Tips Options of Magento 2 Customer Configurations.
Please leave comments if you have any questions, feedbacks.