6 Simple Steps to Send Individual Account Invites on Shopify
By Sam Nguyen
Want to boost customer loyalty and make shopping easier? Invite them to create accounts on your Shopify store!
In this guide, we'll show you how to send email invites to your customers, encouraging them to sign up and enjoy a more personalized experience.
Send Individual Account Invites on Shopify
- Step 1: From your Shopify admin, go to Customers.
- Step 2: Select the customer you want to invite by clicking their name.
- Step 3: Click More action > Send account invites
- Step 4: Add a custom message for your customer, or leave it blank to send the default message.
- Step 5: Click Review email, then click Send notification.
Note: You can only invite existing customers to create an account. To invite a new customer, first, add them in the Customers section of your Shopify admin.
Send Bulk Account Invites on Shopify
To invite multiple customers at once, you have to use a third-party app from the Shopify App Store or see if your current email provider has a solution.
Here are some of the third-party apps to send bulk account invites on Shopify:
- BAIS Bulk Account Invites Send: This app simplifies sending bulk account invites, allowing you to invite multiple customers at once. It offers flexible pay-as-you-go pricing, starting at $1 for 20 invites, and includes features like email customization and advanced analytics to track performance.
- WOTIO Account Invites Plus: WOTIO Account Invites Plus helps you send unlimited account invites with ease, offering a free plan and paid options starting at $5/month. It tracks invite progress and provides detailed reports on invite performance.
Customizing the Account Invitation Email
To customize the account invitation email template in Shopify, follow these steps:
- Step 1. From your Shopify admin, click Settings
- Step 2. Select Notifications
- Step 3. Find the Customer notifications section and choose Customer account invite edit the email subject and body for account invitations.
- Step 4. Click Save after making your edits.
To send individual invites, go to the Customers section, select a customer, click Send account invite, and customize the subject and message before sending.
Inviting Customers To Create Accounts On Shopify: Best Practices & Additional Tips
Here's a concise overview of best practices and tips for inviting customers to create accounts on Shopify:
- Personalize the Experience: When sending account invites, customize the message to create a connection. Use the customer's name and friendly language to make them feel valued. A personalized invite can increase the chances of a customer creating an account.
- Highlight the Benefits: Make sure customers know the perks of having an account. These can include faster checkout, order tracking, and exclusive deals. Clear communication of these benefits can motivate customers to complete the signup process.
- Simplify the Process: Keep the registration form short and straightforward. Too many required fields can discourage customers from signing up. A simple, user-friendly experience will help ensure that customers create accounts without frustration.
- Use Strong Call-to-Actions (CTAs): Your invitation should have a clear and compelling CTA, such as "Create Your Account" or "Get Started Now." The CTA should stand out visually to draw attention and prompt action.
- Provide Incentives: Offering a discount, free shipping, or access to exclusive content can encourage customers to sign up. Incentives can be a powerful motivator, especially for first-time customers.
- Optimize for Mobile: Ensure your emails and account signup pages are mobile-friendly, as many users will access them on their phones.
Bottom Line
Inviting customers to create accounts on your Shopify store is an easy way to boost engagement and loyalty. By making the process simple, personalized, and rewarding, you'll encourage more customers to sign up and keep coming back.
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