--- title: "Using Yotpo Loyalty & Referrals with Shopify's New Customer Accounts" slug: "using-yotpo-loyalty-referrals-with-shopifys-new-customer-accounts" tags: ["Loyalty and Referrals", "Shopify", "Shopify Plus", "BigCommerce", "Custom", "Shopify Customer Accounts"] updated: 2026-07-14T11:10:40Z published: 2026-07-14T11:10:40Z canonical: "support.yotpo.com/using-yotpo-loyalty-referrals-with-shopifys-new-customer-accounts" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.yotpo.com/llms.txt > Use this file to discover all available pages before exploring further. # Using Yotpo Loyalty & Referrals with Shopify's New Customer Accounts Products Loyalty & Referrals ###### Supported plans All plans ###### eCommerce Platform Shopify, Shopify Plus ## Goals and Outcomes In 2023, Shopify started rolling out new, passwordless customer accounts, offering a seamless login experience to shoppers. While legacy customer accounts remain available, we also want to support merchants using these new accounts. To align with Shopify’s new customer accounts, we’ve developed new [loyalty program opt-in flows](https://support.yotpo.com/docs/loyalty-opt-in) for both **All Customers** and **Only members who signed up** eligibility options. In this article, you’ll learn how Yotpo Loyalty & Referrals works with Shopify’s new customer accounts and what new settings are available to support them. > [!NOTE] > Is this article for me? > > Yes, if you’re using or planning to migrate to Shopify’s new customer accounts for your store. ## Shopify Customer Accounts Overview Shopify offers two types of customer accounts: ![Shopify admin, customer accounts setting](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/customer accounts.png?sv=2026-02-06&spr=https&st=2026-11-04T17%3A08%3A05Z&se=2026-11-04T18%3A08%3A05Z&sr=c&sp=r&sig=pd4yIahpJf0dwnareSnBQQN6Ad4Qt479lLl3aY8kOjU%3D) - **Legacy Customer Accounts** (classic): Traditional accounts that require customers to log in using their email and password based on the credentials they set up when they registered for the store. - **Customer Accounts** (new): A passwordless option where customers log in using a one-time, 6-digit verification code sent to their email. For first-time logins, a new Shopify customer record is created automatically upon the first login. Sessions last for 90 days and extend with each login, giving you more ways to customize the shopping experience, promote your loyalty program, and boost participation. Learn more about the [customer experience with the new Shopify customer accounts](https://help.shopify.com/en/manual/customers/customer-accounts/new-customer-accounts/customer-experience). ## Loyalty Opt-in Strategy for New Customer Accounts > [!WARNING] > Important > > - While the new settings are available to all merchants, if you’re not using Shopify’s new Customer Accounts, you don’t have to change any of your widget settings or update the Rewards page. This will also not affect the widgets' appearance in your store. > - If you’re switching from Legacy to Customer Accounts, any **customizations to your loyalty widgets are optional**. Your customers can continue joining the program even if you don't make these customizations when migrating. With the shift away from traditional account creation, the loyalty program opt-in process has been updated. Here’s a summary of the key behavior changes based on your customer account type and opt-in eligibility setting. ****Loyalty Opt-in Behavior: Legacy vs. New Customer Accounts**** | **Opt-in Eligibility Setting** | **Legacy Customer Accounts (Classic)** | **Customer Accounts (New)** | **What Changes When You Switch from Legacy to Customer Accounts** | | --- | --- | --- | --- | | All Customers | The New Member Reward is granted upon account creation. | The New Member Reward is granted **after** the customer completes their first purchase **as a member**. | - The **New Member Reward** now triggers after the first purchase, not on signup (like it is with legacy account creation). - Update your Rewards page messaging to reflect the new flow (e.g., “Complete your first purchase to earn points”). - Anniversary rewards based on account creation are no longer supported. You can use personalized date fields instead. - Replace **swell_has_account** with **loyalty_opt_in** and **loyalty_opt_in_date** in your integrations. - Existing customers keep their eligibility, no re-enrollment needed. Legacy store data remains available. | | Only Members Who Signed Up | Customers explicitly opt in to join the loyalty program by creating an account in your store. The New Member Reward is granted when they sign up. | Customers log in using Shopify’s passwordless flow, then complete enrollment by **clicking the opt-in button** on the Rewards page or loyalty widgets. Once they opt in, they immediately receive their New Member Reward. | - A **new, explicit opt-in flow** ensures data privacy compliance (e.g., GDPR). It means you need to add an extra step in the program signup process: add disclaimers (optional checkboxes) to request consent or link to program terms. - Customers log in with a 6-digit code > click to join > instantly become members. - **Opt-in source** moves from the Legacy account enabled status in Shopify to when a customer clicks the opt-in button on the Rewards page/widgets/loyalty extensions. - New customization options for “Logged in non-member” states are available in the Rewards Page, Product Points Widget, Rewards Sticky Bar, Checkout Extension, and Customer/Loyalty Account Extension. - ESP welcome flows continue to trigger via the **swell_account_created** event. | | Opted in via API | Customers are enrolled through an API integration; **has_account** and **opted_in** parameters control eligibility. | The same logic applies. To enable the New Member Reward, the API call must include both: - **opted_in = true** - **has_account = true** | - Both parameters must be included to ensure the New Member Reward is granted. - Ideal for headless or custom-built setups where opt-in is managed externally. - Use the [Create/Update Customer Records](https://loyaltyapi.yotpo.com/reference/createupdate-customer-records) endpoint to sync customer data. - No widget or Rewards page setup required. | Below is a breakdown of each opt-in flow if used with the new Customer Accounts. ### “Only Customers Opted-In via API“ Opt-In Flow If you’re using the new Customer Accounts and an API-based opt-in, it’s essential to include both of the following parameters in the API call to enable the [New Member Reward](https://support.yotpo.com/docs/setting-up-a-new-member-reward-earning-rule-on-shopify): - `opted_in = true` - `has_account = true` If either of these parameters is missing, or if `has_account = false`, the customer won’t receive the New Member Reward. See the [relevant endpoint for this flow](https://loyaltyapi.yotpo.com/reference/createupdate-customer-records). ### “All Customers” Opt-In Flow > [!NOTE] > Available for > > Program eligibility set to “All customers.” With the new customer account system, there’s a slight change in how customers join your loyalty program. Unlike classic accounts, where customers can earn points simply by creating an account, customers will now **get their New Member Reward only after completing a purchase as a member**. #### How Enrollment Works? The new Customer Account system doesn’t rely on traditional account creation. Instead, customers are enrolled in your loyalty program automatically when a Shopify customer profile is created, for example, during checkout (including guest checkout) or through an email signup. This ensures a seamless shopping experience, but it also means that the **New Member Reward** can only be awarded once the first purchase is complete. **How the New Member Reward logic works** Because Shopify’s new accounts don’t expose login session data, Yotpo can’t detect when a customer signs in. Instead, Yotpo determines eligibility for the New Member Reward based on purchase activity that occurs after your store has migrated to the new account system. - **New customers** (who have never purchased before) earn the New Member Reward after completing their first purchase. - **Existing customers** (who purchased before but never received the New Member Reward) will also become eligible upon their next purchase. - **Customers who previously received the “Account Creation” reward** under legacy accounts will not receive the New Member Reward again. This reward can only be earned once. Learn more about [setting up a new Member Reward earning rule on Shopify](https://support.yotpo.com/v1/docs/setting-up-a-new-member-reward-earning-rule-on-shopify). #### Earning Points before the First Purchase as a Member Depending on how your program is configured, enrolled customers can still start earning points even before they complete their first purchase as a member. For example, if you have active earning rules like [Instagram Follow](https://support.yotpo.com/docs/creating-an-instagram-follow-earning-rule-on-shopify-or-shopify-plus) or [Receipt Upload](https://support.yotpo.com/docs/setting-up-receipt-upload-earning-rules-on-shopify), customers can engage with your loyalty program and start earning points right away. #### Optional Customizations for Your Loyalty Setup Watch our video tutorial or follow the guide below to update your program settings to support new Customer Accounts. [Embedded content](https://share.synthesia.io/embeds/videos/c6cf1005-bf1d-40fe-9c41-eb1e785581a9) ****Rewards Page**** ![Rewards page settings](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/rewards-page-settings-update.png?sv=2026-02-06&spr=https&st=2026-11-04T17%3A08%3A05Z&se=2026-11-04T18%3A08%3A05Z&sr=c&sp=r&sig=pd4yIahpJf0dwnareSnBQQN6Ad4Qt479lLl3aY8kOjU%3D) If you’ve switched to Customer Accounts, review your Rewards page and adjust the messaging to reflect the New Member Reward flow, specifically in the **My Activity** and **Earning Points** sections. For example, update phrases like “Sign up and get 50 points” to “Complete your first purchase and get 50 points.” See [how to create a Rewards page](https://support.yotpo.com/docs/creating-a-rewards-page). ****New Member Reward Setting**** ![Rewards history text in the New Member reward settings](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/new-member-reward-history-text.png?sv=2026-02-06&spr=https&st=2026-11-04T17%3A08%3A05Z&se=2026-11-04T18%3A08%3A05Z&sr=c&sp=r&sig=pd4yIahpJf0dwnareSnBQQN6Ad4Qt479lLl3aY8kOjU%3D) Similar to the Rewards Page, you’ll also need to edit the Rewards history text of your New Member Reward (e.g., from **Create an account** to **Complete your first purchase**). ****ESP integration parameters**** Replace **swell_has_account** with **loyalty_opt_in** and **loyalty_opt_in_date** in your communication flows. ****Loyalty account extension**** Optionally, add the Loyalty Account extension to the new Shopify Account page to display personalized loyalty data. [Learn more](https://support.yotpo.com/docs/using-the-customer-account-extension-on-shopifys-orders-page). ****Anniversary reward setup**** Anniversary rewards based on account creation are not supported under new Customer Accounts. To continue offering this reward, use personalized date fields instead. ### “Only Members Who Signed Up” Opt-In Flow > [!NOTE] > Available for > > Program eligibility set to “Only members who signed up.” > [!WARNING] > Important > > If you're migrating from Shopify's legacy accounts to the new Customer Accounts while using the **Only members who signed up** eligibility strategy, **no widget updates are required**. Yotpo will continue showing the correct sign-up experience for logged-in non-members, and **any customization**, such as messaging or an opt-in disclaimer, **is** **optional**. To help you track and engage customers who haven’t signed up for your store yet, we’ve made **flow improvements in all core widgets and the Rewards page**. #### How Enrollment Works? 1. A non-member customer goes to your store. 2. They interact with the Rewards page or a widget and click to join the program. 3. If it’s their first login, Shopify sends a 6-digit verification code to their email. After entering the code, Shopify automatically creates a profile for that customer. 4. They finalize the loyalty signup process by clicking the opt-in button (you’ve configured in the settings) on the Rewards page or widget. 5. If they’re already logged in, they only need to click the button on the Rewards page or one of the widgets to complete the loyalty signup. By clicking the button, they agree to the program’s terms and conditions. > [!WARNING] > Important > > Only customers who give their consent via one of the widgets or the Rewards Page will be eligible and enrolled in the program. #### Optional Customizations for Your Loyalty Setup Watch our video tutorial or follow the guide below to update your setup. [Embedded content](https://share.synthesia.io/embeds/videos/25681e1a-da33-45ea-bb40-34502a9598cd) ****Rewards Page**** There’s a new **Member opt-in** section available in Page Settings, as well as a **Logged in non-member state** customization [in the Banner Section](https://support.yotpo.com/docs/rewards-page-banner-section) where you can customize what opting customers will see as they click to join the program. It could be just a button, but you can also include a disclaimer, with or without a checkbox. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/logged-in-non-member-state(1).png?sv=2026-02-06&spr=https&st=2026-11-04T17%3A08%3A05Z&se=2026-11-04T18%3A08%3A05Z&sr=c&sp=r&sig=pd4yIahpJf0dwnareSnBQQN6Ad4Qt479lLl3aY8kOjU%3D) To see the new settings, you need to [create a new Rewards Page](https://support.yotpo.com/docs/creating-a-rewards-page). If your Rewards Page doesn't include the **Member opt-in** settings, you may be using an older version of the widget. Contact Yotpo Support or your Success Manager for help creating a new Rewards Page and migrating to the latest version. > [!WARNING] > Note > > If you create a disclaimer with a checkbox, the customer must select it to be able to complete the loyalty signup. ****Product Points Widget**** There’s a new **Logged in non-member view** section (available in Messaging) that offers the same opt-in settings as the Rewards Page.![Product points widget, new opt-in settings](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/product-points-widget-opt-in-settings.png?sv=2026-02-06&spr=https&st=2026-11-04T17%3A08%3A05Z&se=2026-11-04T18%3A08%3A05Z&sr=c&sp=r&sig=pd4yIahpJf0dwnareSnBQQN6Ad4Qt479lLl3aY8kOjU%3D) You’ll also see a **Logged in non-member popover** setting in the widget’s Design settings. ![Product points widget - new design settings](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/product-points-widget-design-settings.png?sv=2026-02-06&spr=https&st=2026-11-04T17%3A08%3A05Z&se=2026-11-04T18%3A08%3A05Z&sr=c&sp=r&sig=pd4yIahpJf0dwnareSnBQQN6Ad4Qt479lLl3aY8kOjU%3D) [Learn more about the Product Points WIdget settings](https://support.yotpo.com/docs/adding-the-product-points-widget-to-your-store). ****Rewards Sticky Bar**** There’s a new **Logged in non-member view** section (available in Drawer Customization) that offers the same opt-in settings as the Rewards Page.![Rewards Sticky Bar - new opt-in settings](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/rewards-sticky-bar-new-opt-in-settings.png?sv=2026-02-06&spr=https&st=2026-11-04T17%3A08%3A05Z&se=2026-11-04T18%3A08%3A05Z&sr=c&sp=r&sig=pd4yIahpJf0dwnareSnBQQN6Ad4Qt479lLl3aY8kOjU%3D) [Learn more about the Rewards Sticky Bar settings](https://support.yotpo.com/docs/setting-up-your-rewards-sticky-bar). ****Checkout Extension**** In the Shopify admin, you’ll see additional fields related to the new opt-in flow that you can customize. Learn more about the [Shopify checkout extension settings](https://support.yotpo.com/docs/shopify-checkout-extension#app-settings). ****Account Extension**** On the **Shopify Orders page**, after customers log in, they will now see personalized loyalty information along with a button that directs them to any page on your store’s website. - If the customer is already a loyalty program member, they will see details relevant to their account. - If they are not yet a member, their experience will depend on the program's eligibility settings. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/new-account-extension-orders-page.png?sv=2026-02-06&spr=https&st=2026-11-04T17%3A08%3A05Z&se=2026-11-04T18%3A08%3A05Z&sr=c&sp=r&sig=pd4yIahpJf0dwnareSnBQQN6Ad4Qt479lLl3aY8kOjU%3D) To improve the shopping experience, add the Account Extension to your Orders page and configure its settings. Integrating loyalty insights directly into the Shopify Orders page helps guide customers and encourages them to join your loyalty program. Learn how to [set up the customer account extension](https://support.yotpo.com/docs/using-the-customer-account-extension-on-shopifys-orders-page). > [!TIP] > Tip > > - To maintain consistency, if your loyalty program includes terms and conditions, we recommend adding the same disclaimer (with or without a checkbox) to the Rewards page and the widgets mentioned above. > - To add a link in your disclaimer, write the link text in square brackets, followed by the URL in parentheses: [privacy policy]([https://example.net/](https://example.net/)) ## Communications If you're using Shopify Customer Accounts with Klaviyo or another ESP, you need to update your communication flows accordingly. As there is no account creation, the “**swell_has_account**” property is no longer relevant. Instead, you can leverage these opt-in properties: “**loyalty_opt_in**” and “**loyalty_opt_in_date**.” Customer status updates: - Existing customers will retain "swell_has_account" = true - New customers will have "swell_has_account" = false ### Klaviyo Welcome Flow Setup Shopify’s Customer Accounts still let you run a welcome flow, so you can easily introduce new customers to your loyalty program. The event triggering the flow remains **Swell Account Created**, which activates the welcome email when a customer earns points through the **New Member Reward** earning rule. This flow applies to all loyalty program eligibility types: - **All Customers** - The first purchase a customer makes as a member will award them with **New Member Reward** points, which will trigger the welcome flow. - **Only Members Who Signed Up** - Customers opt in by clicking the consent checkbox and immediately earn their **New Member Reward** points, which will trigger the welcome flow. > [!TIP] > Tip > > We recommend making sure your emails are being sent to subscribers only by adding a condition to the flow. > > > > **Example in Klaviyo**: > > ![Klaviyo example](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/klaviyo-example.png?sv=2026-02-06&spr=https&st=2026-11-04T17%3A08%3A05Z&se=2026-11-04T18%3A08%3A05Z&sr=c&sp=r&sig=pd4yIahpJf0dwnareSnBQQN6Ad4Qt479lLl3aY8kOjU%3D) --- **Got questions?** Check out our [FAQ on using Customer Accounts with Yotpo Loyalty & Referrals](https://support.yotpo.com/docs/yotpo-loyalty-referrals-and-shopifys-new-customer-accounts-faq) to learn more!