Introduction
Accounts provide customers effortless access to your store's loyalty program, order history, and profile management. Shopify offers two types of customer account systems:
Customer accounts - The newer system that streamlines login with secure one-time verification codes instead of passwords, offering a faster and more user-friendly experience.
Legacy accounts - The traditional password-based system where customers register and log in with usernames and passwords.
✨ Rivo is fully compatible with both Shopify's legacy accounts and customer accounts
Switching to customer accounts
The customer accounts offer several advantages over legacy accounts:
Faster checkout with secure magic links instead of passwords
Higher conversion rates with simplified login process
Enhanced security with one-time verification codes
Improved customer experience with seamless account access
To manage a Loyalty program compatible with customer accounts, it's essential to understand how Rivo integrates within Shopify’s current structure.
📝 Note: If you switch from legacy accounts to customer accounts, all your customers will be guests unless they had previously enabled a legacy account. In that case, the customers will remain as members.
A new customer profile created from the new login page (email + one-time verification code) will have the loyalty status
GuestA customer who never enabled a legacy account and logs in through the new login page will keep the Loyalty status
GuestA customer who enabled a legacy customer account will now use the new login page to access their account but will keep their loyalty status
Member.
Changing your loyalty program participants for customer accounts
By default, Rivo sets program participants to members only, applicable solely to stores using the legacy accounts. To enable customer accounts to join the loyalty program, please follow the steps below.
Go to Settings > General
Under Program Participants, switch from Members to All customers
Check the option Customers are eligible for all loyalty programs (VIP Tiers and Emails)
Click Save.
Feature comparison: Loyalty program capabilities by account type
Feature
|
Legacy accounts
|
Customer accounts
|
Loyalty status
|
A customer who signs up from the
|
All new customers are flagged as
|
Earn points through:
|
Only members
|
No
|
Earn points through:
|
Only members
|
Yes
|
Earn points through:
|
Only members unless you change the program participants to 'All customers'
|
Yes
|
Redeem points
|
Only members
|
Yes
|
Refer friends
(Legacy version)
|
Only members
|
Yes
|
Refer friends
(Referral campaigns)
|
Both members and guests regardless of your program participants
|
Yes
|
Join the VIP program
|
Only members unless you change the program participants to 'All customers'
|
Yes
|
Receive Rivo email notifications
|
Only members unless you change the program participants to 'All customers'
|
Yes
|
Access Loyalty data through the Dedicated Page and Floating Widget
|
Only members
|
Yes
|
Access Loyalty data through the
|
Only members
|
Yes
|
📝 Important Note: Make sure to enable the settings for supporting new customer accounts in your Loyalty program.
Best practices for managing customer accounts in your loyalty program
Configure your loyalty widgets for optimal engagement
The on-site loyalty experience is crucial for customer engagement. Rivo offers multiple widget options to help your customers interact with the loyalty program:
Floating Widget: A widget that appears in the corner of your store, giving customers quick access to their loyalty program information
Account Embed Widget: Integrates loyalty program information directly into customer account pages
Account Widget: Provides a comprehensive customer account experience with loyalty features
✨ Pro tip: When using customer accounts, enable the Account Embed Widget to seamlessly integrate loyalty information into Shopify's account pages.
Communicate account changes to your customers
If you're switching from legacy accounts to customer accounts, it's important to communicate this change to your customers:
Send an email explaining the benefits of the new account system and how it affects their loyalty program participation
Add a banner to your store announcing the change
Update your FAQ page with information about the new login process
Consider offering bonus points for customers who log in using the new system
Common questions
I use the customer accounts (new account experience), can my customers become members?
No. Internally, Shopify does not differentiate a customer account that logged in with a one-time verification code from an account that has never logged in. For now, all customers will remain as guests, unless they had previously enabled a legacy account.
Is there a workaround to have guests activate as members?
If a customer logs in / activates their account using a feature such as Rivo Accounts, it would convert them to a member. This is possible due to the use of Shopify Multipass.
My store is on the legacy 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, please check the additional option.
I'm using the customer accounts, how can I add Loyalty data to the new /account page?
Go to your checkout editor, click on the 'Apps' section, and add the 'Loyalty Status' extension to your profile and/or orders page. You will be able to display your the customer's points balance and VIP tier.
I switched to the customer accounts, what will happen with the 'Sign Up' and 'Sign In' buttons on my onsite displays?
If you change to the customer accounts, both links will redirect customers to the new login page (email + one-time verification code).
How do I encourage customers to engage with the loyalty program when using customer accounts?
Since all customers using the new system start as guests, consider highlighting the loyalty program in your store with prominent widgets, email campaigns about available points, and special promotions. Making the program visible encourages participation even without the traditional account activation.
Will my existing loyalty program automations and flows still work with customer accounts?
Yes, all your loyalty program automations, including point accrual for purchases, birthday bonuses, and referral rewards, will continue to function with customer accounts. Just make sure you've enabled the "All customers" setting for program participants.
How can I tell which customers are using legacy accounts versus customer accounts?
In your Shopify admin, customer accounts don't explicitly show which system they're using. However, within Rivo, customers who were created or have only logged in using the new system will have the "Guest" loyalty status, while those who activated through the legacy system will show as "Member" status.