Not every shopper wants to be signed up to a loyalty program automatically, and depending on your local laws or business needs you may not be able to offer it that way at all.

LoyaltyLion lets you switch from the default auto-enrollment method to an opt-in method, where customers must give explicit consent before joining your program. Either way, customers can still create and keep their store accounts without it affecting their loyalty program status.

By default, LoyaltyLion uses auto-enrollment: a customer is given a LoyaltyLion account and added to your program as soon as one of your enrollment conditions is met. Create an account or first sign in is always on, and Customer places a POS order is one you can turn on or off. This keeps the path to joining as frictionless as possible.

If you would rather customers chose to join, switch to Manual opt-in. A customer then needs a store account and a separate LoyaltyLion account to be in the program.

This change will affect your loyalty data. You can expect to see:

This is expected behavior, and not a sign that anything is misconfigured. That said, LoyaltyLion still recommends auto-enrollment for most stores, as it brings the largest number of customers into your program.

While Automatic is selected you can also choose what enrolls a customer, under Automatic enrollment conditions. Create an account or first sign in cannot be turned off; Customer places a POS order can.

Once opt-in is enabled, customers can join your program from any of the places below. The two customer account extensions and the checkout extension are Shopify features; the loyalty page button and the SDK component work on any platform.

When a customer with a store account visits your loyalty page, they will see a Join program button instead of the usual sign-in and create-account flow.

If you are using the latest version of Shopify’s customer accounts, customers can join directly from our installed app extensions: the Loyalty Status extension and the Loyalty Page extension.

Loyalty Status account extension:

Loyalty Page account extension:

This extension can be added to the Thank You page, the order confirmation page shown right after purchase, giving customers a direct prompt to join the program at checkout.

If you build your own pages with our SDK, you can place a Join program component anywhere on them. A shopper who is not signed in gets a link to your store’s signup page, a signed-in customer who has not joined gets a button that enrolls them on the spot, and the component disappears once they are a member.

Nothing. We will not un-enroll any customer who already has a LoyaltyLion account.

It may take a few minutes to fully apply, but for all practical purposes it goes live right away.

No. If a customer wants to stop participating you can block them, which halts all communications and notifications, or they can request account deletion through your store.

No. Customers must join online, because we need their direct consent and that can only be captured through an online flow.

A customer’s enrollment date is set when they opt in, not when they create their store account.

A customer who has not opted in has no LoyaltyLion account, so they carry a Guest badge. Anyone who has joined appears as a member.

Not from a single filter. If you know the date you made the switch, you can find your auto-enrolled members by looking for anyone with an earlier enrollment date, which a Customers export will give you.

No. A customer needs a LoyaltyLion account to belong to a tier, so no tier benefits apply until they have joined your program.

We will not push any LoyaltyLion properties or trigger any loyalty events until a customer has a LoyaltyLion account. What happens before that point depends on how you have set up your own store integration with that platform, since it may create a profile from the store account alone.