Introduction
Client profiles provide your patrons with easy access to their purchase history, personal details, stored shipping information, and your Rewards program. The latest customer account system from Shopify streamlines authentication by replacing traditional passwords with a single-use verification code for enhanced security.
Switching to new customer accounts
While Shopify's updated client profiles offer enhanced features compared to the previous version, the choice ultimately depends on your brand's specific needs. Consider factors such as whether you cater to B2B clients or wish to offer self-service return options.
To implement a Rewards program for your clientele utilizing the updated account system, it's crucial to grasp how BrandLift interacts with these profiles, taking into account Shopify's current framework.
- 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.
Configuring your program participants for the new account experience
BrandLift's default setting restricts program participation to members only, which applies exclusively to stores using the legacy client profile system. To allow customers using the updated account system to enroll in the Rewards program, please adhere to the following instructions.
- 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.
Moving forward, your patrons who access their accounts via the updated system will be able to accumulate and utilize points for various actions, enroll in the VIP Program, and receive email updates (if this feature is activated).
💡 Find out more: Learn more about the Shopify features in classic and new customers on Customer accounts.
BrandLift 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 | Only members | No |
| Earn points through:Share and like on social mediaCelebrate a birthdayComplete a referralVisit a URL | Only members | Yes |
| Earn points through:Place an orderPost a product reviewCustom ActionsBrandLift 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 BrandLift 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 |
Common questions
I use the new customer account experience. Can my customers become 'members'?
Negative. Shopify's internal system does not distinguish between a new account that has logged in using a one-time verification code and one that has never been accessed. Currently, any customer using the updated account system will be categorized as a guest.
My store is on the classic customer account but I want guests to earn points. What can I do?
To enable point accrual for your guests, please modify your program participants setting to 'All customers'. If you wish to extend VIP Tier eligibility and email communications to them as well, make sure to select the additional option.
I'm using the new customer account version. How can I add Loyalty data to the new /account page?
At present, we do not offer Rewards program integration or extensions for the updated customer account page. This functionality is currently limited to merchants using the legacy account system.
I switched to the new customer account experience. What will happen with the 'Sign Up' and 'Sign In' buttons on my onsite displays?
Should you transition to the updated customer account system, both links will direct clients to the new login interface (requiring email and a one-time verification code).