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Reward customers with points for enabling classic customer accounts

Ana Rincon avatar
Written by Ana Rincon
Updated over 2 weeks ago

Introduction

Points for signing up for your Loyalty program ensure a rewarding first experience for your members. Customers can sign up through multiple convenient methods including the modern account widget, social logins, and email verification. Set up this Way to Earn to boost your customer acquisition strategy and inspire brand loyalty from the very first click!

✨ This feature is available on all paid plans


How it works

Customers can sign up for your loyalty program through several convenient methods. When they complete the sign-up process, points are automatically added to their balance and their Loyalty Status in Rivo changes to member. Sign-up methods include:

  • Account Widget: The primary sign-up method through the loyalty account slideout that appears on your store

  • Email Verification: Secure sign-up using a 4-digit code sent via email

  • Social Login: Quick sign-up using Google, Apple, or Shop Pay credentials

  • Classic Customer Accounts: Traditional Shopify account creation for stores using classic customer account version

  • Multipass Integration: Seamless single sign-on for Shopify Plus stores

πŸ’‘ Find out more: Check out our guide on classic and new customer accounts from Shopify.


Account Widget Sign-up Experience

Most customers will sign up through the loyalty account widget, which provides a modern, streamlined experience:

  • The account widget appears as a slideout panel on your store

  • Customers enter their email address to begin the sign-up process

  • They receive a 4-digit verification code via email for secure account creation

  • Once verified, they immediately see their points balance and available rewards

  • The widget integrates seamlessly with your store's design and branding

  • Optional SMS marketing subscription checkbox may appear during sign-up


Available Sign-up Methods

Email Verification (One-Time Code)

The default sign-up method where customers:

  • Enter their email address in the account widget

  • Receive a 4-digit verification code via email

  • Enter the code to complete account creation

  • Can opt-in to email marketing during the process

Social Login Options

Customers can sign up quickly using their existing accounts:

  • Google Sign-In: Use their Google account credentials for instant sign-up

  • Apple Sign-In: Sign up with Apple ID, including privacy protection options

  • Shop Pay: Use their Shop Pay account for seamless sign-up experience

Multipass Integration

For Shopify Plus stores, customers can experience seamless sign-up through:

  • Automatic account linking between Shopify and loyalty program

  • Single sign-on experience across your store and loyalty features

  • No separate login required once authenticated with Shopify


SMS Marketing Integration

During sign-up, customers may see an option to subscribe to SMS marketing:

  • Optional checkbox to receive text messages with updates and offers

  • Clear terms and conditions about message frequency and opt-out options

  • Separate from email marketing preferences

  • Customers can manage SMS preferences in their account settings

πŸ“ Note: SMS marketing integration is optional and can be configured in your account widget settings.


Setting up the 'Sign up' Way to Earn

  1. Go to Loyalty > Points

  2. Find the Sign up Way to Earn under the Earning Points section

    Points Program settings
  3. Click Edit

  4. In Earning Value, enter the points customers will earn when they enable a classic customer account

    Sign Up settings
  5. Optional: Use the default icon or upload a custom icon for your custom action for a more personalized look

  6. Make sure that the Status is ON.

  7. Click Save.


Customization Options

You can customize the sign-up experience to match your brand:

  • Visual Design: Colors, fonts, button styles, and widget placement

  • Text and Messaging: Welcome messages, button labels, and instructions

  • Language Support: Translate all sign-up text for international customers

  • Login Methods: Enable or disable specific sign-up options (Google, Apple, Shop Pay)

  • Marketing Preferences: Configure email and SMS opt-in options


Translating the text

To edit the text for the 'Sign up' earning rule, please follow the instructions below.

  1. Go to Branding > Translation

  2. Click the Points tab

  3. Find the General sign up field and enter the text in the present tense

  4. Find the General signed up field and enter the text in the past tense

  5. Click Save.

πŸ“ Note: These options replace the default text across the on-site displays and on emails.


Troubleshooting Sign-up Issues

When Customers Can't Receive Verification Codes

If customers have trouble receiving email verification codes:

  • They can try alternate login methods if enabled

  • Check spam/junk folders for the verification email

  • Use social login options (Google, Apple, Shop Pay) as alternatives

  • Contact support for manual account creation assistance

Alternative Sign-up Methods

When primary sign-up methods aren't working, customers can:

  • Try a different email address

  • Use social login instead of email verification

  • Access the traditional Shopify account creation page

  • Contact customer support for assistance

πŸ’‘ Tip: Enable alternate login methods in your account widget settings to provide customers with backup options when they encounter issues.


Privacy and Security

The sign-up process is designed with customer privacy in mind:

  • Email verification ensures account security

  • Social logins use secure OAuth protocols

  • Apple Sign-In includes privacy protection features

  • Customer data is handled according to privacy policies

  • Marketing opt-ins are clearly disclosed and optional


Rewarding prior sign-ups

Use our Reward Past Actions feature to award customers with points for prior sign-ups before the app installation.

  1. Go to Settings > Reward Past Actions

  2. Click the Reward Past Actions button

  3. Confirm the action by clicking Continue.

πŸ“ Important Note: Make sure to disable the 'Place an order' if you only want to reward prior sign-ups.


Common questions

Can I delete the 'Sign up' Way to Earn?

No, but you can turn the rule off. This will prevent new customers from earning points after they enable the account.

What's the difference between the account widget and traditional Shopify accounts?

The account widget provides a modern, loyalty-focused experience that integrates directly with your rewards program. Traditional Shopify accounts work too, but the widget offers better customer experience and more sign-up options.

Can customers sign up without creating a Shopify account?

The loyalty program integrates with Shopify's customer system, so a customer record is created. However, the process is streamlined through the account widget and doesn't require customers to go through traditional account creation pages.

What happens if a customer signs up multiple times?

The system prevents duplicate accounts by email address. If a customer tries to sign up with an existing email, they'll be directed to sign in instead.

Can I customize which sign-up methods are available?

Yes, you can enable or disable specific sign-up methods like Google, Apple, or Shop Pay login based on your preferences and customer needs.

Do customers need to verify their email to earn sign-up points?

Yes, email verification is typically required to complete the sign-up process and earn points. This ensures account security and prevents abuse.

Can customers change their marketing preferences after signing up?

Yes, customers can manage their email and SMS marketing preferences through their account settings in the loyalty widget.

Can't find the answers to your questions here? Please reach out to our live chat support team!


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