When new customers sign up for your email subscription, place an order, or engage with your store in other ways, their information is automatically added to your customer list. However, please note that SHOPLINE does not automatically create an account for them. Your customers have the option to create an account later if they wish to.
Depending on your Checkout Settings, customers may be able to place an order as a guest in your store without logging into their account. However, logging into their account brings several advantages. Customers can access their information, favorite products, order history, eligible discounts, and more. Furthermore, the details stored in their account are automatically filled during checkout for a faster and more convenient checkout experience. Therefore, we encourage you to motivate or invite your customers to create an account.
In This Article
Enabling Account Creation
You can activate the account creation feature to allow customers to sign up for an account. When enabled, customers will find the sign-in option in your store header, so they can register or log in to their account.
To enable account creation feature:
- From your SHOPLINE admin panel, go to Settings > Customer account.
- Under the Classic customer account section, check the box(s) for Sign up/sign in method based on your needs. By default, an email is required for account creation.
- Click Update.
Note:
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Requiring Customers to Log in
You can require your customers to log in with their account before checkout. This setting is useful if you’re running a wholesale or members-only store.
To enable compulsory login for customers to checkout:
- From your SHOPLINE admin panel, go to Settings > Checkout Settings.
- Under the Customer account information section, select Only the member can purchase.
- Click Update.
After you enable this setting, your customers will be prompted to log in in order to make a purchase.
Inviting Customers to Create an Account
Customers can be invited to activate their accounts. You can send invitations to unregistered customers individually or in bulk. Please note that you can only invite customers in your customer list to create an account. To invite a new customer to create an account, you must first add this customer in the Customers section from your Shopify Admin panel before sending the invitation.
Sending Customer Account Invitations Individually
To do so:
- From your SHOPLINE admin panel, go to Customers.
- Find and click on the customer you want to send an invitation to.
- In the details page of customers who haven't signed up yet, you will see the Send invitation button in the upper right corner. Click it and check the recipient's information in the pop-up window.
- Recipient information:
- If the customer's email address information already exists, it will be automatically filled in and you won’t be able to change it.
- If the customer has not provided an email address, you can manually enter his or her email address and send the invitation email. Once you have sent the customer invitation email, that address will be automatically saved to the customer's personal information, which can be edited later in the customer's profile.
- Email Preview:
- The email content and other relevant information are displayed in the preview pane.
- You can edit the email template, including providing discounts for customers who activate their accounts, in Settings > Notifications > Customer > Customer Invitation.
- Once you have finished editing, click Send.
Sending Customer Account Invitations in Bulk
You can send invitation emails in bulk to some or all of your customers who haven't signed up yet.
To do so:
- From your SHOPLINE admin panel, go to Customers > Segmentation.
- Select or create a segment. For details on customer segmentation, please refer to this article.
- Check the boxes in front of the customers you need and click Use segment in the upper-right corner.
- In the Send marketing emails for All customers pop-up window, click Send now from Send registration invitation to customer option.
- Next, you can select recipients and preview the email message in the pop-up window.
- Recipient:
- You can select All unregistered customers or Selected unregistered customers.
- When sending invitations in bulk, customers without email addresses or those who have been assigned to a company will be excluded and you will see how many recipients there are.
- Email Preview:
- The email content and other relevant information are displayed in the preview pane.
- You can edit the email template, including providing discounts for customers who activate their accounts, in Settings > Notifications > Customer > Customer Invitation.
- Once you have finished editing, click Send.
Please note, If your SHOPLINE online store is currently in a trial period, you can only send a maximum of 1,000 customer invitation emails in bulk.
Get in Touch
SHOPLINE has a specialized Merchant Success Team available to assist you with any questions or issues. Please feel free to contact us via the chatbox in the lower right corner of your SHOPLINE admin panel or on the SHOPLINE official website. We are always here to support you every step of the way and help your business thrive.
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