How to invite guests to create an account using Shopify

In this article we'll take a look at how to edit Shopify's Account Invitation email to let your customers know about your Loyalty & Rewards Program. This involves some very minor edits to the Liquid/HTML code for the email template but it is super quick and easy to do.

In this article
Editing the Account Invitation email
Going back to the original template
Common questions

Editing the Account Invitation email



Note: Editing this template will affect all Account Invitation emails, though you may still add a custom message each time you send one.

You can send an account invitation email to anyone who has a customer profile, but no account, in your Shopify admin (These appear as 'Guests' in the Loyalty app). This email can be customized each time you send it but the template itself can also be changed. This is what we're going to do in this guide, so that when you want to invite guests to your Loyalty & Rewards program, you can with just a few clicks!

πŸ’‘ Pro Tip: Shopify Plus users can also take advantage of the Bulk Account Inviter app to invite more than one user at a time.

To find the email template:

From your Shopify admin, go to Settings > Notifications.

Scroll down to the Customer section.

Select Customer account invite.

Change the subject line

The first thing to change is the subject of the email. Use a Call-to-Action to draw the reader in and make it clear what the email is about.

The subject line is located above the Email body (HTML) section:



Change the email title and body

The title and body text that the customer will see are located at the very top of the Email body (HTML) section. The content is contained within {% capture %} tags but no code needs to be changed. Any text that is not inside a bracket or brace can be customized here. Even with slight editing we can change the message to something that's more focused on our Loyalty & Rewards Program.

Here is the original, with the customer-facing content highlighted:



And here it is after some very light editing:



Add a link to your program

The next thing we can do is add a link directly to our Loyalty & Rewards Program in the email. To find this section, we need to scroll about three quarters of the way down the Email body (HTML) section. This is the part of the email that reads 'Visit our Store' and contains a link to your shop's Home page. Here we're just going to edit the copy slightly and add a Loyalty Deep Link to the URL. If you have trouble finding this section, search the page (Ctrl+F on windows, ⌘+F on Mac) for the word visit.

This is how the original looks, with the section we'll be editing highlighted:



To add a link to the app widget insert the deep link e.g. #ba-loyalty-home after {{ shop.url }} inside the double quotation marks. Then edit the text to your preference. In the example below we changed it to Visit our store's Rewards Program and added to find out more outside of the anchor </a> element, meaning that it won't be part of the link text.

πŸ’‘ Pro Tip: If you have a dedicated page for your program, you can add it here too! Remember to add it between the shop URL and the deep link: {{ shop.url }}/pages/rewards#ba-loyalty-home

Here is the same section after our edits:



And that's all there is to it! Now, when we send our customers an invitation to create an account on our store, they will know about our Rewards Program right away and will be brought directly to the Loyalty widget πŸ™‚



Going back to the original template

If you want to revert to the original template at any time, simply undo the changes you've made. You can also view and download a text file of the original template here and copy & paste it into the Email body (HTML) section. Click on the link to open the text file in a new tab or right-click and select 'Save link as' to download it.

Common questions

Can't I use your app to invite Guests?
Unfortunately this is not possible just yet, due to Shopify's limitations. We are currently looking at solutions to build this feature out; in the meantime you can add your vote for the feature on our product roadmap here.
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