Introduction
Customer accounts let shoppers sign in, track orders, and access loyalty features in one place. If you are moving from classic accounts to Shopify’s new customer accounts, this guide includes the prep steps to keep your Rivo account and loyalty experience working smoothly.
✨ For a deeper breakdown of Guest and Member behavior, see Understanding Guest vs Member status in Rivo.
Enabling classic customer accounts
Classic customer accounts use email + password sign-in.
In Shopify, go to Settings > Customer accounts
Under Login links, turn on Show login links
Select Classic customer accounts
Click Save
Enabling new customer accounts
Shopify new customer accounts use one-time code sign-in instead of passwords.
In Shopify, go to Settings > Customer accounts
Under Login links, turn on Show login links
Select New customer accounts
Click Save
Migration checklist for new customer accounts + Rivo
Use this checklist before launch.
1) Update loyalty participant settings
In Rivo, go to Settings > General > Program Participants and select:
All customers (members and guests)
Customers are eligible for all loyalty programs (VIP Tiers and Emails)
This keeps loyalty participation available while customers move through different account states.
2) Configure Rivo account entry points
In Rivo, go to Onsite > Account Widget > General Settings and review:
Enable Account Widget: Safe to turn on while previewing.
Replace Account Links: Replace your store’s account links when you are ready to launch.
Redirect from Account Pages: Send old account-page visits into the Rivo account experience.
Replace Legacy Account Links: Turn on if you are migrating from old Status account links.
3) Verify where customers sign in from
Test your account icon/menu links and any account CTAs in your theme. During migration, make sure customers land in your intended account flow (not an outdated link path).
4) Verify account and checkout return flows
Test from home page, account pages, and checkout/account touchpoints to confirm customers return to the expected location after sign-in.
5) Add loyalty status in Shopify account pages (optional)
For new customer accounts, you can add loyalty info in Shopify’s checkout editor under Apps by adding the Loyalty Status app block to profile and/or orders pages.
Understanding Guest, Member, and Excluded status
Rivo uses three loyalty statuses:
Guest
Member
Excluded
In general:
Customers with an enabled account state are treated as Members.
Customers without an enabled account state are treated as Guests.
Excluded customers are blocked from loyalty participation.
This means stores on new customer accounts may have both Guests and Members depending on each customer’s current account state.
Shopify sign-in session behavior (important)
For Shopify new customer accounts, sign-in session length and “keep me signed in” behavior are controlled by Shopify.
Rivo can direct customers into the Shopify sign-in flow and back to your selected destination, but session duration itself is not configured in Rivo.
Common questions
Can customers on new customer accounts become Members?
Yes. Customers are not permanently Guest just because your store uses new customer accounts. Their status depends on their current account state.
Why should I enable “All customers” and the all-programs checkbox during migration?
It helps prevent eligibility gaps while customer account states change over time, especially for VIP tier and loyalty email eligibility.
Can I preview the account widget before replacing account links?
Yes. You can enable the account widget first, then enable Replace Account Links when you are ready to launch.
Who controls session duration for new customer account login?
Shopify controls session duration and persistent login behavior for new customer accounts.
