Introduction
Customer accounts provide your customers with the ability to access their orders, profile information, saved addresses, and your Loyalty program too. Shopify's new version of the customer account experience eliminates the need to remember passwords and provides a unique verification code to log in.
Switching to New Customer Accounts
Shopify's new customer accounts offer new possibilities that the classic version doesn't, but in the end, the decision depends on what actually works best for your brand. For example, do you sell B2B? Do you want to support self-serve returns?
Still, if you designed a Loyalty program for your customers, you need to know how Rivo currently works with both versions.
✨ Rivo's preferred version for customer accounts is the classic as we are 100% compatible with their features and customizations.
New customer profiles created from the new login page (email + one-time verification code) will have the Loyalty status
GuestCustomers who never enabled a store account during the classic customer account experience will have the Loyalty status
GuestCustomers who enabled a store account during the classic customer account experience will now use the new login page to access their account but they will keep the Loyalty status
Member.
📝 Note: Guests will be limited to certain actions such as joining the VIP Program, receiving Rivo email notifications, and earning points for completing some actions. You can find the detailed limitations on Rivo Features in the Classic and New Customer Accounts.
Rivo Features in the Classic and New Customer Accounts
💡 Find out more: Learn more about the Shopify features in classic and new customers on Customer accounts.
Rivo Feature | Classic customer account (Preferred) | New customer account |
Loyalty status | A customer that signs up from the | All new customer profiles are flagged as |
Earn points: Sign Up | Only members | No |
Earn points: Place an order, Post a product review | By default, only members can earn points. If you want guests to earn points, review your program participation settings | By default, only members can earn points. If you want guests to earn points, review your program participation settings |
Earn points: Share / Like on social media | Only members | Only guests that sign in using their email and the one-time verification code |
Earn points: Celebrate a birthday | Only members | No |
Earn points: Complete a referral | Only members | Only guests that sign in using their email and the one-time verification code |
Earn points: Custom Actions / Rivo Actions in Shopify Flow | By default, only members can earn points. If you want guests to earn points, review your program participation settings | By default, only members can earn points. If you want guests to earn points, review your program participation settings |
Redeem points | A customer that has logged in to their account can redeem points | Only guests that sign in using their email and the one-time verification code |
Refer friends | Only members | Only guests that sign in using their email and the one-time verification code |
Join VIP program | Only members | No |
Receive Rivo email notifications | Only members | No |
Important: If you switch to the new customer accounts, the Loyalty status of customers who once enabled their accounts in the classic account version will still be Member. New customers who log in under the new customer account version will be Guest.
The Logged-Out and Logged-In Views of Your Loyalty On-Site Displays
Whether your store uses the classic or new customer accounts, the on-site displays such as the Floating Widget and the Dedicated Page show different texts to your customers when they browse your store.
When a customer hasn't logged in to their account, the logged-out view is an overview of the programs that you have enabled and an invitation for people to sign up or log in to their accounts. Here your customers can:
See the Ways to Earn available
See the Ways to Redeem available
See the Referrals program rewards available
See the VIP Tiers available and their benefits.
The logged-in view is what a customer sees when they log in to their account using a password (classic customer account) or a one-time verification code (new customer account). Here your customers can:
See their points history
See the rewards they have unlocked or redeemed
See the Ways to Earn and complete some actions (e.g. Follow on social media)
See the Ways to Redeem and redeem their points
Copy their referral link and share their referral link across different channels
If they are a
Member(classic customer account), they can see the progress bar in the VIP program. If they are aGuest(new customer account), they would still see the logged-out view of the VIP Tiers available.
Common Questions
I use the new customer account experience. Can my customers become Members?
Not yet. Shopify only supported classic customer accounts when we launched Rivo Loyalty, but now that they have developed the new version, we'll be happy to work on this soon. Help us add this to our roadmap here.
What's the Loyalty status of my customers if I use the new customer account version?
After updating your store to the new customer account experience, new customers who sign up or log in using their email and the one-time verification code will be marked as Guest in Rivo. Customers who never log in/sign up but have used their email address at checkout or have subscribed to email marketing offers will also be Guest but will never have access to the logged-in view of your program.
I'm using the new customer account version. How can I add Loyalty displays to the new /account page?
Due to a Shopify limitation, no third-party apps are supported in the new customer account version.
I switched to the new customer account experience. What happens with the 'Sign Up' and 'Sign In' buttons in my on-site displays?
If you change to the new customer accounts, the links to log in to an account will redirect to the new login page (email + one-time verification code). The link to sign up will still redirect customers to the /account/register page.