Account Signup and Opt-In

This guide explains how customers join your loyalty program, highlighting the differences between Shopify's "New Customer Accounts" and "Legacy Customer Accounts."

New Customer Accounts

With Shopify's New Customer Accounts, customers don't go through a separate account creation page with a password. They log in using a one-time code sent to their email. Because there isn't an explicit signup step where they agree to terms, joining the loyalty program requires a distinct opt-in action.

How it Works

1. No Formal Signup: Customers are recognized by their email address and can log in without creating a password.
2. Explicit Opt-In Required: To join the loyalty program, customers must click an "Opt-In" or "Join Program" button presented in the customer account area or through other on-site prompts.
3. Why the extra step? This ensures clear consent from the customer to participate in the loyalty program, as they haven't gone through a traditional registration form where terms and conditions are usually displayed.

Klaviyo Integration

When a customer opts into the program under this system, Lantern sends the following data to Klaviyo:

• Profile Property: A custom property is added to the customer's Klaviyo profile.
  • Property: LanternLoyaltyOptedIn
  • Value: true
• Metric: An event is tracked to signify the action.
  • Metric Name: Lantern Loyalty Opt-In
  • This metric can be used to trigger automated email flows, such as a "Welcome to the Program" series.

Legacy Customer Accounts

Legacy Customer Accounts use the classic email and password signup form on your storefront. This registration process is considered a more explicit action from the customer.

How it Works

1. Storefront Signup: Customers create an account by filling out a registration form and setting a password.
2. Automatic Program Entry: When a customer completes the native Shopify account creation form, they are automatically enrolled in the Lantern loyalty program.
3. Implied Consent: The act of signing up for a store account is considered sufficient consent to join the program. We recommend adding a line to your signup form, near the submit button, that mentions account creation also enrolls them in your loyalty program (e.g., "By creating an account, you agree to our Terms of Service and to join our rewards program.").

Klaviyo Integration

When a customer creates an account and automatically joins the program, Lantern sends this data to Klaviyo:

• Profile Property: A custom property is added to the customer's Klaviyo profile.
  • Property: LanternEnrolledAt
  • Value: Date — the date and time of enrollment (as an ISO 8601 timestamp).
• Metric: An event is tracked for the account creation and program entry.
  • Metric Name: Lantern Account Created
  • This is ideal for triggering welcome emails and onboarding sequences for new members.