🛃How to Setup New Customer Account On Shopify?🤔
Last updated
Last updated
To set up a new customer account, ensure you first install the Zon Customer Accounts & Return app from Shopify App Store.
After installing, you will land on the front page of Zon Customer Accounts. Here, you can select your preferred language for the interface.
Click on "Activate Extension" to enable the app extension in your theme and unlock all features. And after that click on Mark as Done
After clicking on "Activate Extension" and enabling the extension, mark the process as "Done".
Click on "Switch Now" to switch to Customer Accounts, enabling and customizing the new customer account experience. After completing this step, mark it as Done.
Enable the "Show Login Links" option to display login links in the online store's header and at checkout. Then, select Customer Accounts (Recommended) to activate the new customer account experience.
Additionally, scroll down to the Customer Accounts section and enable the "Store Credits" option to allow customers to view and use their store credits. Make sure to disable the "Self-Serve Returns" option, as returns will be managed by the Zon app.
To customize your customer account page, click on Add Block to include the necessary blocks and tailor the page according to your preferences.
In the Zon Customer Account section, click on Add, then select Profile to add the Profile block to your customer account page.
After adding the Profile block, click on Save in the top-right corner to apply the changes.
Then navigate back to the Zon Customer Account section, click on Add again, and select Orders to include the Order block on the customer account page.
After adding the Order block, click on Save at the top-right corner to save the changes.
Similarly, you can add the Order Status block to the customer account page. Simply follow the same steps mentioned above to include it.
Ensure that you add two separate blocks for the order status: one for the "Contact Us" button and another for "Returns & Exchange" to facilitate seamless customer interactions.
To add the Wishlist block, click on the Add button in front of Wishlist, then select Account to include it in the customer account page.
Then click on “Add to menu”.
And Save it.
Repeat the same steps to add the Loyalty Program, Click on Add > Account >Add to Menu>Save.
If you're a Shopify Plus merchant and want to utilize the B2B Wholesale feature, you can add the B2B Wholesale block to the customer account page in a similar manner as you added the Wishlist and Loyalty Program:
Click on Add in front of the B2B Wholesale option.
Select Account to include it on the customer account page.
Click on Add to menu to integrate it into the navigation.
Finally, click on Save to apply the changes.
Once all blocks are added according to your preferences, return to the app, mark the task as done, and dismiss the guideline stepper.
Visit your online store as customer and check the customer account to ensure all the blocks have been added.
To activate advanced features, scroll down on the app dashboard and locate the "Activate Advanced Features" option. Click "Explore Features" to enable additional functionality that will enhance your store's capabilities.
Here, you can manage and toggle features for the customer account, controlling which ones are visible to your clients.
By clicking "Edit" in the customer account editor, you will be redirected to Zon app section in theme embed, where you can modify the blocks in the customer account.
Congratulations🥳! Your customer account is successfully set up in Shopify.
