How To Manage Customer Dashboards In Magento 2

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If you’re running an online store on Magento 2, it’s essential that you have a clear and easy-to-understand dashboard that your customers can use. A well-managed dashboard can help your customers keep track of their orders, view their account information, check their product Wishlist, and more. In this article, we’ll look at how to manage customer dashboards in Magento 2.

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Understanding The Customer Dashboard In Magento 2

The customer dashboard is a central location where your customers can view and manage their account information, orders, rewards, and other account details. In Magento 2, the customer dashboard is divided into several sections, including:

Account Information

The account information section is where your customers can view and update their personal details, such as their name, email address, and billing and shipping addresses.

Orders

The orders section displays a list of all the orders your customer has placed on your store. Customers can view their order history, track the status of their current orders, and take actions such as reordering or canceling items.

Product Wishlist

The product Wishlist section allows customers to save products they’re interested in for future reference. Customers can add products to their Wishlist from the product detail page.

Store Credit & Rewards

The store credit and rewards section is where customers can view their store credit balance and any rewards points they’ve earned. They can also redeem their rewards points for store credit.

Customizing The Customer Dashboard In Magento 2

Magento 2 offers a range of customization options for the customer dashboard. Here are some of the key settings you can adjust:

Configuring The Dashboard Layout

You can choose which sections of the customer dashboard are displayed by default and in which order. To do this, go to Stores > Configuration > Customers > Customer Configuration > Default Customer Account Dashboard. From there, you can check or uncheck the boxes next to the sections you want to show or hide.

Editing The Dashboard Blocks

You can also customize the content of each dashboard section by editing the corresponding blocks. To do this, go to Content > Blocks in the Magento admin panel. Find the block you want to edit (e.g., for the orders section, the block is “customer_account_index”), and click “Edit” to make changes.

Translating The Dashboard Text

If you’re running a multilingual store, you can translate the text on the customer dashboard into different languages. To do this, go to Stores > Configuration > General > Locale Options and choose the languages you want to support.

Adding Custom Dashboard Sections And Widgets

In Magento 2, you can also create custom dashboard sections and widgets to provide additional functionality or information to your customers. Here’s how:

Creating Custom Dashboard Sections

To create a custom dashboard section, you’ll need to create a new Magento 2 module or use an existing one. You’ll also need to create a new block to hold the content of your section.

Once your module and block are set up, you can add your new section to the customer dashboard layout XML file. The file is located at app/design/frontend/[Vendor]/[Theme]/Magento_Customer/layout/customer_account_index.xml. Simply add the XML code for your new section to this file, and it will show up on the customer dashboard.

Creating Custom Dashboard Widgets

To create a custom dashboard widget, you’ll need to create a new Magento 2 module and widget. The widget will include the content you want to display on the dashboard.

Once your module and widget are set up, you can add your new widget to the dashboard layout XML file. The file is located at app/design/frontend/[Vendor]/[Theme]/Magento_Customer/layout/customer_account.xml. Simply add the XML code for your new widget to this file, and it will show up on the customer dashboard.

Conclusion

Customizing and managing the customer dashboard in Magento 2 is a great way to improve the user experience for your customers. By offering a well-organized and easy-to-use dashboard, you can help your customers manage their account information, orders, and rewards more effectively. Whether you’re customizing existing dashboard sections or creating new ones, Magento 2 makes it easy to create a dashboard that meets the needs of your customers.

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