Self-registration

eCommerce supports self-registration, which allows site visitors to onboard independently. Besides removing the need to engage a sales representative before exploring the products available, companies can leverage the eCommerce application as a new channel for inbound leads.

Self-registration starts with a business email validation. eCommerce’s self-registration settings allow you to prevent registration of personal email addresses, and in turn maintain and increase data quality within Zilliant. eCommerce’s self-registration settings come with built-in logic to associate email domains to the right company account, thus avoiding the creation of duplicate users.

To register, follow these steps:

1. Go to the eCommerce application’s login page.

2. Select Sign Up.

3. Enter an email address, check the reCAPTCHA box, and select Verify.

4. If your email address passes email validation, Zilliant sends a unique registration link to your email address that expires in 24 hours. Select the link.

   • If Zilliant matches your email address with an existing user, you will be redirected to the login page with an option to reset your password.
   • If Zilliant matches your email address with a contact in an existing company, skip step 5.

5. Fill out the registration form.

   • If Zilliant matches your email address domain with the domain of an existing company account, the form will display the Company Name field already filled out. The form will also display suggested company addresses as dropdown options.

6. Select Register.

When you complete registration, Zilliant creates a new company account, contact for the company account, and eCommerce user for the contact.

Enable self-registration

If you have the Commerce System Administrator role, eCommerce allows you to manage the self-registration feature in the eCommerce application. To enable self-registration, first enable reCAPTCHA, then set parameters in the SAP Business Transformation Platform Cockpit.

To enable self-registration:

1. From the top navigation bar, select your account.
2. From the dropdown menu, select Commerce Administration.
3. From the left navigation area, select Operation Settings.
4. From the top navigation bar, select Self-Registration.
5. Turn the Self-Registration toggle on.

When a user registers, they must fill out a self-registration form comprised of the following sections:

• Email address
• Contact information
• Account information
• Address information

For each field in these sections, eCommerce allows you to manage the order, label, visibility, read only, and localization settings. eCommerce also allows you to add and delete optional fields.

Customizing the self-registration process grants customers the ability to initiate specific actions during registration. This feature enables customers to conduct additional checks as required by their business before granting self-registered users access to the eCommerce application. To enable this, set up a Groovy Exit Point.

For more details on Groovy, read About Groovy.

Assign a default sales area and billing and shipping addresses

If a user creates a new company account through self-registration, eCommerce allows you to assign that account to a default sales area. The eCommerce application then allows the new user to browse a product catalog with ERP pricing and order processes based off of the sales area. This way, the user won’t be presented a blank site while awaiting support from a sales rep.

Through this process, the correct billing and shipping addresses for a user will appear when the user checks out.

To view the sales areas of a self-registered user in Zilliant CPQ:

1. From the left navigation area, select Account.
2. Select an account.
3. From the top navigation bar, select Sales Data Determination.
   Tip

   If you don't see this menu item, select Open dropdown menu at the right end of the navigation bar, or select the left and right arrows to move through the navigation bar.

To enable default billing and shipping addresses in Zilliant CPQ:

1. From the left navigation area, select Administration.
2. From the top navigation bar, select Master Data Management.
3. Select Setting Boolean.
4. Select Append Bill-to / Ship-to Addresses for Commerce Checkout.
5. Turn the Setting Value Boolean toggle on.

To manage an account’s default billing and shipping addresses in Zilliant CPQ:

1. From the left navigation area, select Account.
2. Select an account.
3. From the top navigation bar, select Addresses.
   Tip

   If you don't see this menu item, select Open dropdown menu at the right end of the navigation bar, or select the left and right arrows to move through the navigation bar.

4. Select an address.
5. Turn on the Bill-To and Ship-To toggles as desired.
6. Select Update.
7. From the top navigation bar, select Role / Function.
   Tip

   If you don't see this menu item, select Open dropdown menu at the right end of the navigation bar, or select the left and right arrows to move through the navigation bar.

8. Turn on a role or function’s Default toggle to allow sending orders straight to ERP.

If more than one Bill-to or Ship-to partner is identified for a sales area, the eCommerce application will allow users to select an address on the checkout page. While one partner may be assigned as the default, all Ship-To addresses listed in the system are available options on the checkout page.

When there is only one address available, Zilliant CPQ will automatically suggest the address when you create a partner for a quote. To view a quote’s partners:

1. From the left navigation area, select Quotes.
2. Select a quote.
3. From the top navigation bar, select Partners.
   Tip

   If you don't see this menu item, select Open dropdown menu at the right end of the navigation bar, or select the left and right arrows to move through the navigation bar.

Blacklist email addresses

If you have the Commerce System Administrator role, eCommerce allows you to configure an email domain blacklist with wildcard(*) patterns, ensuring that users cannot register with email addresses from specified domains or their subdomains. This added layer of security enhances data protection and compliance, contributing to a safer user environment.

To manage blacklisted email addresses:

1. From the top navigation bar, select your account.
2. From the dropdown menu, select Commerce Administration.
3. From the left navigation area, select Operation Settings.
4. From the top navigation bar, select Self-Registration.
5. Move down to the Email Domain Blacklist section at the bottom of the page.

Track information captured through self-registration

Should a company account or contact be created through the self-registration process, Zilliant CPQ captures this information.

To manage information captured through self-registration:

1. From the left navigation area, select Administration.
2. From the top navigation bar, select Master Data Management.
   Tip

   If you don't see this menu item, select Open dropdown menu at the right end of the navigation bar, or select the left and right arrows to move through the navigation bar.

3. From the top sub-navigation bar, select Account Source.

Zilliant CPQ displays information from Account Source in a company account’s details and a contact’s information.

To view a company account’s details:

1. From the left navigation area, select Account.
2. Select an account.
3. From the top navigation bar, select Detail.

The Account Prospect, Account Domain, and Account Source fields display information captured through self-registration. Zilliant CPQ automatically turns on the Account Prospect toggle if it identifies the user as a prospect for associated order and inquiry permissions in the eCommerce application.

To view a contact’s information:

1. From the top sub-navigation bar, select Account.
2. Select a contact.

The Contact Source field displays if the contact was created through self-registration. The Sales Area Determination section near the bottom of the page displays the contact’s sales areas. For more details on a contact’s sales areas, read Sales area.