Introduction
Having customer accounts provides a personalized experience where customers can easily access their order history, track their rewards and points, and view their progress within your Loyalty program. With an account, your customers can fully engage with your loyalty features and earn rewards for their purchases and actions.
✨ This guide is for setting up customer accounts for the first time. After Shopify's new customer account version, we recommend checking out our doc Managing customer accounts for your Loyalty program.
Enabling classic customer accounts
The classic customer account version lets customers access their accounts by entering an email address and password. Customers who create accounts through this method will be tagged as Members in your loyalty program and have full access to all loyalty features. To enable classic customer accounts:
On your Shopify homepage, click on Settings > Customers accounts
Under Login links, turn on the option Show login links
Select Classic
Click Save.
Enabling new customer accounts
The new customer accounts experience eliminates the need for passwords, reducing login friction and improving customer experience. Instead of passwords, customers receive a unique verification code for each login, making it faster and easier to access their accounts. In this model, customers are tagged as Guests in your loyalty program, but they can still participate fully if you adjust your program participants settings.
On your Shopify homepage, click on Settings > Customers accounts
Under Login links, turn on the option Show login links
Select New
Click Save.
Members and Guests
In the classic customer account version, customers tagged as Members are those who created an account on your site. Members have immediate access to all loyalty program features, including earning points from all actions, redeeming rewards, and viewing their progress.
Customers tagged as Guests are those who browsed through your shop and purchased items without creating an account. In the classic account version, Guests have limited access to loyalty features unless you adjust your program participants settings.
In the new customer account version, any customer who logs into their account using the one-time verification code will be tagged as Guests. To ensure these customers can fully participate in your loyalty program, you need to adjust the program participants settings to make all your customers eligible to join the Loyalty programs and receive Rivo emails.
💡 Find Out More: Discover all the Rivo features supported in the classic and new customer account versions.
Configuring program participants for optimal loyalty engagement
To ensure all your customers can benefit from your loyalty program, you may need to adjust your program participants settings:
1. Go to Settings > General in your Rivo dashboard
2. Under Program Participants, select either "Members only" or "All customers" based on your strategy:
• Members only: Only customers with classic accounts can participate fully in your loyalty program
• All customers: Both Members and Guests can participate in your loyalty program
3. If using new customer accounts or wanting Guests to fully participate, check the option "Customers are eligible for all loyalty programs (VIP Tiers and Emails)"
4. Click Save
This configuration is especially important if you're using the new customer accounts experience, as all customers are tagged as Guests in this version.
Common questions
I just installed the app, why am I already seeing Members?
If you're using the classic account version, we automatically count anyone who has enabled an account in your store as a Member. When you install the app, all existing customers with accounts on your store will be shown as Members ready to enjoy the benefits of your Loyalty program.
I use the new customer account experience. Can my customers become 'members'?
No. Internally, Shopify does not differentiate a new account that logged in with a one-time verification code from a new account that has never logged in. At the moment, any customer on the new account experience will remain as a guest. However, you can ensure they have full access to your loyalty program by adjusting your program participants settings to "All customers".
My store is on the classic customer account but I want guests to earn points. What can I do?
Please update your program participants to 'All customers' to make your guests earn points. If you want them to also be eligible for joining a VIP Tier and receiving emails, be sure to check the additional option "Customers are eligible for all loyalty programs".
Which customer account type should I choose for my store?
The best choice depends on your specific needs. The new customer accounts offer a simpler login experience that may increase customer engagement, while classic accounts give you the ability to distinguish between Members and Guests. If you opt for new customer accounts, be sure to set your program participants to "All customers" to maximize loyalty program participation.
How do I add loyalty information to the customer account page?
For the new customer accounts experience, you can add loyalty information to your account page by going to your checkout editor, clicking on the 'Apps' section, and adding the 'Loyalty Status' extension to your profile and/or orders page. This will display your customer's points balance and VIP tier status.