Customers can join your loyalty program online with WooCommerce
Customers can create an account and join your loyalty program online quickly and easily with WooCommerce.
📝 Note: Marsello uses WooCommerces’ customer account for a single-sign-on experience for the end customer.
In this article:
- Your customers' sign-up experience through your loyalty widget
- Your customers' sign-up experience through the online checkout
- Your customer's sign-up experience through a signup form
- Customer signups via a 3rd party plugin
Your customers' sign-up experience through your loyalty widget
If you have your loyalty tab visible on your online store, your customers will easily be able to click to see your loyalty program, including ways to earn points & rewards.
1. Click Create a store account
2. Enter your email & click Register
This will automatically create the account and you’ll be ‘logged in’. The customer will also receive an email.
3. Open the email ‘Your {{storename}} account has been created email & click to set a new password.'
Customers will then be able to log in to their store account & loyalty widget. Customers can update their name, email & marketing opt-in under the Account Details section.
4. Create a new password, and click Save
📝 Note: If you have the Create an Account loyalty earn points option enabled, customers, will also earn loyalty points for this action.
The customer will then be able to click your loyalty tab and see their loyalty profile.
Your customers' sign-up experience through the online checkout
Customers can either checkout as an:
Account holder
1. If a brand new shopper checks out, they'll need to select Create an account.
This will create them a new customer account on WooCommerce and sync the customer across to Marsello. The customer will earn loyalty points.
📝 Note: when a new customer completes the sale, they will also receive an email confirmation that prompts them to create an account.
Guest customer
If a brand new shopper checks out without selecting create an account, the customer will not be given a customer account on WooCommerce and will not sync across to Marsello.
📝 Note: the customer will not earn loyalty points.
Your customers' sign up experience through a sign-up form
Customers can sign up via a Marsello based form; pop-up, landing page or link in bio.
1. If you have sign-up form enabled on your online store, customers will need to enter their details to complete the form.
2. Open the email ‘Your {{storename}} account has been created email & click to set a new password.'
3. Create a new password, and click Save
4. The customer will automatically be created in both Marsello & WooCommerce.
📝 Note: If you have your Welcome Automation enabled, the customer will receive the emails within the automation, provided they haven't previously purchased from your store.
Customer sign-ups via a 3rd party plugin
If Marsello is not already integrated with the plugin, you will need to be sure the plugin creates customer accounts in WooCommerce. Once the account is created in WooCommerce, they will generate a new customer account in Marsello as well.
📝 Note: If you have your Welcome Automation enabled, the customer will receive that flow provided they haven't previously purchased from your store.
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