Edit Account Settings module
  • 31 Aug 2023
  • 3 Minutes to read
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Edit Account Settings module

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Article summary

The Settings page is a user-facing page that allows users to manage their account information and preferences. This includes their account settings, such as their email address and password, Subscription and Billing info, Device Management settings and TV app activation. The Settings page is created using the User Page template.

 In this article, you'll learn how the Account Settings page is set up and how to edit the screen elements if necessary.

Once the Account Settings page is created, you will need to add the User Management (v2) module, as well as the Masthead and Small or Big Footer modules. The sections in the User/Account Settings page are configured entirely using a variety of settings in the User Management (v2) module. 

Once you are happy with the configuration, you can click Publish Page to make it live on the website and apps.

Editing the Account Settings page

Click on the settings gear icon on the User Management (v2) module to open the module settings.

Account settings page screen elements

Title

The title of the user management module. (for internal reference only)

Description A module description. (for internal reference only)
Show Resubscribe Flow (Apps Only)

Enable the toggle to display the Resubscribe button on apps. 

Resubscribe - If the user is in the 'deferred_cancellation' and clicks on re-subscribe, the account status changes back to 'Completed'. In this case, a new billing history is not created as there is no transaction. It is just a status change

Enable Chat SupportEnable the flag for live chat support. (requires integration with an external partner)
Enable Whatsapp chat supportEnable Whatsapp chat support. (requires integration with an external partner) 
Show Device Management Section (Apps Only)

Enable the toggle to display the Device Management section on apps. Users will then be able to view and manage their logged-in devices within iOS and Android apps. Toggling it off will restrict the Device Management feature to the web only. 

Cancellation Reasoning & Offer

Lets you set up an optional exit interview when a user decides to cancel a subscription. You can list the possible reasons for unsubscribing. The reasons will display as a drop-down on the user's Account Settings page on the web. You can also include an offer code and associate it with the corresponding subscription for the renewal term.
Note
  • For users to apply an offer code, the payment handler should be one of the following: STRIPE, JUSPAY, MERCADOPAGO, or PAYGATE. The offer codes section here is not applicable for non-recurring or prepaid subscriptions.
  • Users cannot switch to a different subscription plan from the current plan if they accept to renew the subscription. For example, you cannot apply a half-yearly plan if you are currently on an annual subscription.
Account Info FieldsThis section provides the standard account fields to set up the user account section. There are several fields such as Account Info Header, Email, Name, Phone, Edit Profile, Change Password label, and separate labels for pop-up fields for Edit Profile, Change Password, and Update Phone sections.
You can choose to define the fields that you want to track accounts.
Device Info FieldsDisplays the number of active devices. Also allows them to manage their devices in the Devices pop-up message as shown in the figure below.
Hide Personalization SectionUse the toggle to hide the Personalization section.
Hide SubscriptionHides the Subscription Info.

Set up a Cancellation reasoning funnel


                                                               Cancellation survey workflow on the Account Settings page

Account Settings page FAQ

Q. Our users are required to log in very frequently to stream on TV apps. Many of these devices do not have the email address and password saved when required to log back in.

A. Please create the Activate Device page in the Account Settings page to connect your account to TV apps. Users can then login without Email. 

About Localization tab

Localization fields allow you to edit the default messages that are displayed in the apps and site. If you do not edit the localization fields, the system will use the default messages.

 

FAQs - Account Settings

Q. How can our users update their credit or debit card information without interrupting/canceling their service?

A. You can advise users to update their card information via the web:

1. From the user's profile settings, click on the Account Settings page. 

2. Locate the Billing & Payments section

4. Click Payment Processor as shown below.


5.  In the pop-up window that appears, the user can update their billing information, and then click UPDATE.



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