The account invite is a Shopify platform email so it’s just like other Shopify transactional emails for your store. The Shopify platform deploys the account invite emails to your customer when you use our app. Because the email is actually deployed by Shopify, the ISPs see the emails coming from a Shopify server, which in general sends a lot of emails to lots of customers for lots of stores, which could trigger some spam filter mechanisms at certain ISP. The ISPs look for email origination, email content, valid ‘from’ addresses, and more to determine whether an email is SPAM or not.
To ensure your emails make it to your customer’s inbox, it’s important your follow Shopifys guidelines for setting up email with your store here, including SPF records and DKIM:
https://help.shopify.com/en/manual/intro-to-shopify/initial-setup/setup-your-email
The Shopify platform does the actual sending of invitation emails, whereas the WOTIO app simply initiates the sending request, therefore you must look at your email set up within the Shopify platform. Shopify has addressed the cause of bouncebacks by providing this article on how to resolve the issue of bouncebacks for your store:
Pricing for sending out bulk invites is based on individual deployments. A deployment can contain as many customers as you want in each deployment.
With our starter plan, for example, you can bulk invite as many customers as you want in a single deployment for $20. So if you decided to send to all customers who don’t have accounts in your store, that would be $20.
If you decided you wanted to segment your customers into 2 groups, for example, so that you can change the content of the invite to cater to each group, then that would result in 2 deployments (one to each group), and thus would be $40 ($20×2).
Customer First Name, Customer Last Name – used in reporting back to you which customers have opened your emails. We are in the process of phasing out this data collection.
Customer Email Address – used to validate an email address on file for deploying invites. This is only kept on file until an automatic invite is sent, and then it is deleted. We are in the process of phasing out this data collection.
Shopify Customer ID – the single identifier Shopify uses to represent a customer. This will be the only customer ‘data’ stored in our app in the near future.
We do not sell or reuse any data collected in the app. The data is collected as service to our subscribing merchants for their own use. As soon as our app is uninstalled, there is a process that removes all the data for that store from our app.
On the Dashboard, you’ll see a section labeled ‘Last 10 Customer Invites Sent’, which will show the name of the customer and the date the invite was sent out. You can also check your accounts for customers that have purchased or been added recently and take note of their account status, which should indicate ‘Account invite sent’.
No, you can use the default email that Shopify provides. However, we recommend taking some time to update the language used in the email to reflect your own brand voice, and include some reasons as to why a customer should activate their account.
This totally depends on how many customers you have shopping with your store, and how many of those checkout as guests. Also, if you connect your store with other platforms, such as eBay using the Inkfrog Open app, your customers from those platforms will come in from those apps as ‘disabled’ accounts. Those customers will also automatically flow into WOTIO invite system.
There are a few ways to approach this. If your customers are already imported to Shopify, then you can use the bulk invite tool to send an invite to your past customers. If your customers are not yet imported to Shopify (for example, you are in the process of migrating to Shopify from another platform), you should refer to our migration guide to help ensure the best experience for your customers.
If you need to change the timing for your invites, first click the ‘disable’ button on the dashboard. This will pause any invites that were scheduled to be sent for your store. Then, enter the appropriate timing into the text field. Once you are finished configuring the timing, click the enable button again to unpause your invites. Please note: Any invites for customers that were already in queue will not reflect the changes to timing you just made. Only those customers added to the queue after you made your change will reflect the timing adjustment.
Yes. If you choose to upgrade to the Advanced Plan, then you will have the option of setting the timing for the invitation to send ‘immediately’ (generally within a few minutes), within X hours, or within X days.
Simply enter a zero (0) into the text field before you enable automatic invites on the dashboard tab. This will tell the WOTIO app that you want the invite to go out ASAP for your customers. Depending upon system load, the invites generally begin deploying within a few minutes.
The site link feature of our app is commonly installed on our merchant’s login page for their customers to see prior to trying to log in to a newly migrated store. Your customers will need to activate their accounts before they can login.
Here is the step-by-step process to installing this link on your store’s login page.
1. Visit the Site Link tab in the WOTIO app.
2. Edit the text you want to display along with your activation link. Make sure you put text in each field.
3. Click the ‘Save Settings’ button at the bottom of the page.
4. Copy the custom code block for your site link.
5. Navigate to the Online Store > Themes section of the Shopify admin.
6. Using the ‘Actions’ menu, select ‘Edit Code’.
7. Find your ‘customers/login.liquid’ file under the Templates section, and click it to edit it.
8. Locate the place in your code that is appropriate to display your site link, and paste your code block. Every site is different, and this might take some trial and error finding the right placement if you aren’t comfortable editing code. Pasting it right above the login form usually works well.
9. Visit your login page to check the placement of your site link, and make adjustments if needed for fonts and spacing by using custom CSS in the WOTIO app. Visit the site link tab and scroll down to the custom CSS section to make any updates.
That’s it! If you need assistance with this process, please reach out to support through the WOTIO website, and we’d be glad to help.
Yes, after an invite is sent to your customer with the WOTIO app, the customer’s account status changes to ‘invited’.
Yes, you can use the language of your choice when editing the text for your site link. This allows you to customize the site link to fit your own website, in your local language.
If your customers have multiple records in your Shopify database, they might receive invites for records that have not yet been activated. You should run a search on your Shopify admin for that customer’s email address to see if they have multiple records for that email address.
Here’s an article that speaks to some ways you can also merge customer accounts in your store.
Yes. If you tag your old customers with a customer tag, you can block those old customers from receiving invites using our tag blocking feature. That will leave only your new customers receiving emails.
We have a version of our code that does not load jQuery, so that you can use the jQuery included with your Shopify theme.
Just replace this ‘src’ for the javascript in the site link code block:
https://wotio.app/customeractivate.js
With this:
https://wotio.app/custom/customeractivate_nojquery.js
The bulk invites feature of the WOTIO app allows you to send invites to all of your customers that are eligible to receive an account invite. ‘Eligible’ customers are customers that do not have an account with your Shopify store, and have not been previously invited.
To send out bulk invites, you need to have a bulk invite credit in your account.
- Purchase a Bulk Invite Credit – With all WOTIO plans, merchants can purchase a bulk invite credit that can be used to send out a bulk invite. Once a credit is purchased, the bulk invite tool becomes available for use.
- To purchase a bulk invite credit, look for this button on the bulk invites tab:
If the customer does not have a record of a purchase in your store, then clicking the ‘activate account’ option on the site link will not do anything. If you would like to give the customer the option to create an account, then you would simply put an additional ‘create a new account’ link below the site link in your HTML, to give the customer that option.
If you are using the WOTIO Advanced plan, then any update to a customer’s record in Shopify will possibly trigger an invite to be sent to that customer. Additionally, for a customer to receive any automatic invite, they must meet a few criteria:
- They do not already have an account with your store
- Have not previously been invited by our app
If you are doing a bulk invite of customer information (such as bulk tagging customers), and you don’t want them to receive an invite during this process, you will want to disable automatic invites until 30 minutes after you have completed that update of customer information.