Introduction
Accounts provide customers effortless access to orders, profile details, saved addresses, and your Loyalty program. Unlike legacy accounts, customer accounts streamline the login process by replacing passwords with a unique, secure verification code, offering a faster and more user-friendly experience.
✨ Rivo is compatible with both Shopify's legacy accounts and customer accounts
Switching to customer accounts
The customer accounts offer new possibilities that the legacy 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 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.
Rivo features for the legacy and customer accounts
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.
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.
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).