Customer Account Activation

With just a few clicks, you can help a customer unlock the best part of their experience — earning points! If they don’t have an account yet, this is the perfect chance to show them what they’re missing. By creating an account, they can start earning Loyalty Points and Rewards for simple activities on our site. These points can be redeemed for rewarding vouchers, making every purchase more valuable. Helping them set up an account doesn’t just give them access to great perks — it ensures they get the most out of every order!

How to check if a customer has an account?

  1. On Shopify, try using their name, email address, phone number, and order number in the search bar to see if they have an account.
  2. Wait a few seconds, and Shopify will display the results that match the information you've searched for. Using the screenshot below, the customer "Jada Kemp" has three orders associated with three accounts.
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  3. From there, use the email address the customer gave you to check if an account has been activated. (Example: jessicakerrlawfirm@gmail.com)Screenshot 2025-06-25 041223.png
  4. If you click on the "More actions" dropdown menu in the top right corner and the option "Send account invite" appears, it means the customer does not yet have an account.

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5. If an account already exists, the customer information will show that the customer has a legacy account.
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What if the customer has two or more accounts with different email addresses?

  • It's your responsibility to let the customer know if you notice that they have two or more accounts. This way, you can help the customer understand their options and ensure their information is either merged for a smoother experience or left as is. To know more about how to merge accounts, see the Customer wants to merge accounts article.




Jun 26, 2025

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