Set Customer Account Preferences in 3 Easy Steps

Chien Nguyen
Chien Nguyen November 12, 2018

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There’s this problem that makes many store owners consider setting customer account preferences on Shopify. When a customer buys something from your store, you can choose either to ask the customer for his or her account or not. If the customers want to create an account, they will be taken to another page, this might lead to the customer dissatisfaction and they do not want to buy from your store anymore. This will lead to a decrease in sales.

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The writing below will provide you with the detailed tutorial on the topic how to set your customer account preferences on Shopify. I hope you will take the time to read my guideline carefully.

How to set your customer account preferences

Step 1: Go to Settings > Checkout

From the homepage of Shopify, look at the left side of the screen and find a button named Settings click on that button to continue.

To set your customer account preferences on desktop 1

After you clicked on the Settings button, continue to go to the checkout page by clicking the Checkout button.

To set your customer account preferences on desktop 1

Step 2: Set customer account preferences

From the checkout page, you can see a section called Customer accounts. In that section choose one of the options below:

To set your customer account preferences on desktop 2

  • Accounts are disabled: the option to create an account or to log in an account will be hidden to the customers. Since the fields in the checkout page will not be pre-filled, the customers have to enter the information themselves.

  • Accounts are optional: the customers can choose whether to create an account or not. If they logged into their account, their address will be pre-filled.

  • Accounts are required: in order to check out, the customer has to create an account or logged into one. This option is suitable if your store focuses on dealing with the wholesalers.

Step 3: Saving

Finally, click Save to confirm the changes.

To set your customer account preferences on iPhone

Step 1: Go to Store -> Settings

When you get access to the home page of your shop from the app, go to Store button and continue by tapping the Settings section on that page.

Step 2: Tap Checkout

From the store settings section, you can see an option named Checkout. Click on that option to go to the next step.

Step 3: Choose an option

From the checkout page, you can see a section called Customer accounts. In that section choose one of the options below:

  • Accounts are disabled: the option to create an account or to log in an account will be hidden to the customers. Since the fields in the checkout page will not be pre-filled, the customers have to enter the information themselves.

  • Accounts are optional: the customers can choose whether to create an account or not. If they logged into their account, their address will be pre-filled.

  • Accounts are required: in order to check out, the customer has to create an account or logged into one. This option is suitable if your store focuses on dealing with the wholesalers.

Step 4: Saving

Finally, click Save to confirm the changes.

To set your customer account preferences on Android

Step 1: Go to Store -> Settings

When you get access to the home page of your shop from the app, go to Store button and continue by tapping the Settings section on that page.

To set your customer account preferences on Android 1

Step 2: Tap Checkout

From the store settings section, you can see an option named Checkout. Click on that option to go to the next step.

To set your customer account preferences on Android 2

Step 3: Choose an option

From the checkout page, you can see a section called Customer accounts. In that section choose one of the options below:

To set your customer account preferences on Android 3

  • Accounts are disabled: the option to create an account or to log in an account will be hidden to the customers. Since the fields in the checkout page will not be pre-filled, the customers have to enter the information themselves.

  • Accounts are optional: the customers can choose whether to create an account or not. If they logged into their account, their address will be pre-filled.

  • Accounts are required: in order to check out, the customer has to create an account or logged into one. This option is suitable if your store focuses on dealing with the wholesalers.

Step 4: Saving

Finally, click Save to confirm the changes.

Conclusion

To sum up, the above is my instructional writing on the topic how to set your customer account preferences on Shopify. I hope my writing will be helpful for you while selling online.

Selling Online

Place Test Order by Simulating Transaction Unpublish Blog Posts in Bulk Invite Customers to Subscribe to Blog Upload Background Image for Banner Set Customer Account Preferences Edit Checkout Form Options Change or Remove an Image from Checkout Page Change Font on Checkout Page Change Color of the Form Fields Change Button and Accent Colors on the Checkout Page Add Logo to Checkout Page Add Background Image or Color to the Order Summary Add Background Image or Color to the Main Content Area Delete Order Notification Disable Shipping Update Notification Disable Shipping Confirmation Notification Disable Order Refund Notification Edit Search Engine Listing for Blog Post Display Excerpt from Blog Post Add Tags to Blog Post Disable Order Canceled Notification View and Resend SMS Notifications for Order Include Special Instructions Edit the Templates for SMS Notifications Unpublish Web Pages in Bulk Include Link to Order Page Import URL Redirects Enable Option to Enter a Phone Number at Checkout Delete URL Redirects Individually Delete File Customize Specific SMS Templates Change Sort Order of File List Add Notification for New Orders Add or Generate Store Policies Filter URL Redirects by Date Export URL Redirects Edit URL Redirects Create URL Redirect Create New Checkout Language Publish Web Pages in Bulk Customize Specific Email Templates Translate Checkout Fields Individually Select New Checkout Language Filter Files by Size Edit Search Engine Listing for Webpage Delete Blog Post Add Image to Blog Post Choose Colors for Email Templates Hide Blog Post Edit a Webpage


Chien Nguyen
Chien Nguyen
Shopify Expert. My name is Chien, I am a Shopify expert and also a customer supporter with over 4 years of experience. I had done no less than 400 custom work projects in Shopify like building a store from scratch, adding custom features, installing apps, optimizing speed and SEO, etc

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