This feature is currently only available on Shopify stores
In this article:
Overview
Differences between auto-enrollment and opt-in
How to swap enrollment method
How to enroll
FAQ
Overview
Not every shopper wants to be automatically signed up to a loyalty program, 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 Shopify accounts without it affecting their loyalty program status.
Differences between auto-enrolment and opt-in
By default, LoyaltyLion uses auto-enrollment. This means that when a customer creates a Shopify account, makes a purchase via POS, or makes a purchase using the latest version of Shopify's customer accounts, they're automatically given a LoyaltyLion account and added to your loyalty program. This keeps the path to joining as frictionless as possible.
If you'd rather customers choose to join, you can switch to Opt-in. With this method, a customer needs to create a Shopify account and separately create a LoyaltyLion account to join the program.
This change will affect your loyalty data. You can expect to see:
An increase in Guest customers, as fewer people will join the program automatically
A higher Redeeming Member rate, since joining becomes a deliberate choice rather than a passive one
A drop in Non-Redeeming Members, for the same reason
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.
How to swap enrolment method
Log into LoyaltyLion and go to Settings.
In the menu, select Enrollment.
Switch the setting from Automatic to Manual opt-in.
How to enroll
Once opt-in is enabled, customers will be prompted to join your program in three places:
1. The on-site Loyalty Page
When a customer with a Shopify account visits your loyalty page, they'll see a Join program button instead of the usual sign-in/create-account flow.
2. Customer account extensions
If you're using the latest version of Shopify's customer accounts, customers can join the program directly from our installed app extensions: the Loyalty Status extension and the Loyalty Page extension.
Loyalty Status account extension:
Loyalty Page account extension:
3. Join Program Checkout 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.
FAQ
Q: What happens to customers who already joined the program before I switch to opt-in?
Nothing, we won't un-enroll any customer who already has a LoyaltyLion account.
Q: Does the change take effect immediately?
It may take a few minutes to fully apply, but for all practical purposes, it goes live right away.
Q: Can customers un-enroll from the program themselves?
No. If a customer wants to stop participating, you can block them to halt all communications and notifications, or they can request account deletion via Shopify.
Q: Can customers still join in-store?
No. Customers must join online, since we require their direct consent and that consent can only be captured through an online flow.