LL - Accessing Shopify Account

View video tutorial (5 mins): https://www.loom.com/share/08bc4d3814234e46b1f5bee34952a2cc

Any customer who purchases from our shopify store can create an account in order to view their order history and/or manage auto refill items.

A. Accounts are automatically created for those who purchase products on auto-refill, and they will automatically be invited to activate their account. See email example below. Once they activate the account by clicking the button and creating a password, they will be able to login and manage their upcoming orders.

B. We do not automatically invite those who purchase one-time delivery items. They will need to set up their account on their own by clicking "REGISTER". Once they Register, by creating a login (using the email address they used when placing their order), and a password they will be able to login.

You can also send them an invite from within Shopify to save them the step of registering.

Troubleshooting

First Log in to the correct shopify store (DML or SCS) and click on "customers" in the left column. Then search for the customer.
From this point, you can see if they do or don't have an account or if an invite has been sent - and you can send it or resend it.
In the image below for Sue Wright, the customer is not an auto-refill customer, therefore no account was automatically set up.
- You can send her an account invite, and advise her to watch for a separate email inviting her to activate the account. She can also use the register option on the website.

In this image for Marcie Agnew, the customer IS an auto-refill customer, so an account invite was sent to her already. You can resend the account invite by clicking Resend Account Invite and advise her to watch for a separate email inviting her to activate the account.

This image shows a customer who already has an account. If she is still unable to login, advise her to reset the password. You can send her a separate email to do so by clicking, "Reset password".
If the customer has already reset their password, and is still unable to login, then you should contact your manager - we may have to send a ticket to shopify to get it fixed.
You can also disable a customer account by clicking "disable account" but only if they request it be disabled.
We do not have a way for Sticky customers to view their orders - options here are to have them place future orders via the shopify website. If they have autorefill items in sticky we can potentially move them over to recharge so they can manage them on their own. Before promising this please check that the product is available inside recharge because some of our products are not available there.