Make sure when customers checkout, they are added to your loyalty program and choose their default marketing opt-in settings. 

You can access these settings in your Shopify Checkout Settings

In this article:

Follow these recommendations to get the most out of your loyalty program:

  • Shopify customer accounts settings
  • Shopify customer contact settings
  • Shopify form option settings
  • Shopify marketing opt-in settings
  • Shopify abandoned cart email settings

Shopify customer accounts settings

Customers are automatically added to your loyalty program when they create a store account. They can do this by making a purchase in-store or online or by creating an account through your loyalty widget.

To make sure that customers can create a store account, check your Shopify Customer Accounts settings.

Set your Customer Accounts settings to: Accounts are optional

If you choose Accounts are Optional: Your customers will have the option to create an account at the end of the checkout process or sign-out as a guest. In both cases your customers will be added to your loyalty program and earn points for their purchase.

Shopify form option settings

To ensure that your customers receive your loyalty and automated emails, we recommend updating your primary contact method to be Customer can only check out using email

Shopify form option settings

For a customer to be successfully added to your loyalty program, the loyalty app requires the customer's First Name, Last Name and Email Address. Check your Shopify Form Option settings to make sure you are collecting this information. 

Set your Shopify Form Option settings to: Require first and last name

Shopify marketing opt-in settings

Decide what your default is when it comes to sending customers emails. To make sure your customers get your loyalty program emails and automated emails, check your Shopify Order Processing settings. 

Set your Shopify Order Processing settings to: By default, customer agrees to receive promotional emails. 

📝 Please note: If you have customers or operate within the European Union (EU) then we recommend that you select By default, customer does not agree to receive promotional emails.
 

Shopify abandoned cart email settings

If you have Marsello's abandoned cart recovery email flow enabled, we recommend that you disable your Shopify abandoned cart emails. This is to ensure customers that have abandoned their shopping cart don't receive multiple abandoned cart emails at once.  

Make sure that Automatically send abandoned checkout emails is un-selected.

 

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