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Managing customer accounts for your Loyalty program
Managing customer accounts for your Loyalty program

A guide to walk you through the classic and new customer accounts from Shopify

Ana Rincon avatar
Written by Ana Rincon
Updated this week

Introduction

Customer accounts offer your customers seamless access to their orders, profile information, saved addresses, and your Loyalty program. Shopify's new customer account experience simplifies the login process by eliminating the need for passwords, instead providing a unique verification code for secure access.

✨ Rivo is compatible with both Shopify's classic and new customer accounts. This means your customers are eligible to join the Loyalty program


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 works best for your brand. For example, do you sell B2B? Do you want to support self-serve returns?

To launch a Loyalty program for your customers using the new account experience, it's essential to understand how Rivo integrates with these accounts, considering Shopify's current structure.

  • A customer profile created from the new login page (email + one-time verification code) will have the Loyalty status Guest

  • A customer who never enabled an account during the classic customer account experience will have the Loyalty status Guest

  • A customer who enabled a store account during the classic customer account experience will now use the new login page to access their account, keeping the Loyalty status Member.

πŸ“ Important Note: If you switch to the new customer account version, all your customers will be guests unless they had previously enabled a classic account. In that case, the customers will remain as members.

Configuring your program participants for the new account experience

By default, Rivo sets program participants to members only, applicable solely to stores using the classic customer account version. To enable customers using the new account experience to join the Loyalty program, please follow the steps below.

  1. Go to Settings > General

  2. Under Program Participants, switch from Members to All customers

  3. Check the option Customers are eligible for all loyalty programs (VIP Tiers and Emails)

    Program Participants settings
  4. Click Save.

From now on, your customers who log into their accounts using the new account version will earn and redeem points for completing actions, join the VIP Program, and receive email notifications (if enabled).

πŸ’‘ Find out more: Learn more about the Shopify features in classic and new customers on Customer accounts.


Rivo features for the classic and new customer accounts

Feature

Classic customer account

New customer account

Loyalty status

A customer that signs up from the /account/register page is a Member. A customer who hasn't enabled an account yet is a Guest

All new customer profiles are flagged as Guest

Earn points through:

  • Sign up

  • Share and like on social media

  • Celebrate a birthday

  • Complete a referral

  • Visit a URL

Only members

No

Earn points through:

  • Place an order

  • Post a product review

  • Custom Actions

  • Rivo Actions set up in Shopify Flow

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 /account page

Only members

Our Account Embed is only compatible with classic accounts

πŸ“ Note: Make sure to enable the settings for supporting new customer accounts in your Loyalty program.


Common questions

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.

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, please check the additional option.

I'm using the new customer account version. How can I add Loyalty displays to the new /account page?

At the moment, we do not support any Loyalty touchpoints to the new customer account page.

I switched to the new customer account experience. What will happen with the 'Sign Up' and 'Sign In' buttons on my onsite displays?

If you change to the new customer accounts, the both links will redirect customers to the new login page (email + one-time verification code).

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