# General program settings

> Name your loyalty program, choose how members log in, and set how customers become members, from automatic enrollment to invite only.

Breadcrumb: Loyalty › General program settings · Updated: 2026-10-17
Docs index: https://docs.cevoid.com/llms.txt

General program settings hold your loyalty program's name, the authentication method members log in with, and the opt-in rule that decides how customers become members. Your team can also add and remove members by hand, from their profiles.

Navigate to [Settings → Loyalty → General](https://app.cevoid.com/settings/loyalty/general) to manage your general program settings.

| Setting | Description |
| --- | --- |
| _Program name_ | Your program's name, in the app and in your program widgets: see [Program name](https://docs.cevoid.com/loyalty/setup/general-program-settings#program-name) |
| _Authentication_ | How members log in to your program widgets: see [Available authentication methods](https://docs.cevoid.com/loyalty/setup/general-program-settings#available-authentication-methods) |
| _Program opt-in rule_ | How and when customers become members: see [Available opt-in rules](https://docs.cevoid.com/loyalty/setup/general-program-settings#available-opt-in-rules) |
| _Opt-in disclaimer_ | Shows with **Widget opt-in**, to edit the consent customers accept when they join: see [Change the opt-in rule](https://docs.cevoid.com/loyalty/setup/general-program-settings#change-the-opt-in-rule) |

## Program name

_Program name_ is the name of your loyalty program. A new program is named after your workspace's username, followed by "program". The name shows:

- As the title of the [Loyalty](https://app.cevoid.com/program) page in Cevoid
- At the top of the member's card in the [Account summary](https://docs.cevoid.com/loyalty/setup/on-site-widgets.md#account-summary) and [My account](https://docs.cevoid.com/loyalty/setup/on-site-widgets.md#my-account) sections of your program widgets
- On the email preferences page that members open with **Manage email preferences** in an email
- As the name of the Shopify page Cevoid creates for your [Full landing page](https://docs.cevoid.com/loyalty/setup/embed-program-widgets.md#embed-the-full-landing-page-on-shopify)

The program name isn't translated: members see it as you enter it, in every language.

### Change the program name

1. Navigate to [Settings → Loyalty → General](https://app.cevoid.com/settings/loyalty/general)
2. Enter the new name in _Program name_ under _General_
3. Click **Save changes**

## Available authentication methods

The authentication method decides how members log in to your loyalty program widgets. Your workspace uses one method at a time. Workspaces created from a Cevoid Shopify app start with **Store account authentication by Shopify**, and every other workspace starts with **Email authentication by Cevoid**.

| Authentication method | Use for | How members log in |
| --- | --- | --- |
| **Store account authentication by Shopify** | Shopify stores | With their Shopify store account |
| **Email authentication by Cevoid** | Stores without a login system | With their email and a verification code Cevoid sends to it |
| **Custom store authentication** | General implementation, headless setups, and non-Shopify platforms | Through your own system |

> [!TIP]
> Use your store's existing login system so members log in to your program the same way they log in to your store. Cevoid's passwordless email login is an alternative when your store doesn't have its own login system.

### Store account authentication by Shopify

With Store account authentication by Shopify, members log in with their existing Shopify store account, the same login they use for the rest of your store.

Store account authentication by Shopify needs the Loyalty program's Shopify app, [Cevoid: Loyalty & Rewards](https://apps.shopify.com/cevoid-engage), on a store with customer accounts turned on in Shopify. It's only available on Shopify workspaces. If no store has the app, or customer accounts are disabled on every store that has it, the setting resets to **Email authentication by Cevoid** and the page shows "Value was reset because customer accounts have been disabled in Shopify."

It's the only method that offers the opt-in rules **Store account** and **Store account and program action**: see [Available opt-in rules](https://docs.cevoid.com/loyalty/setup/general-program-settings#available-opt-in-rules).

### Email authentication by Cevoid

With Email authentication by Cevoid, members log in through a passwordless email flow. They enter their email address and complete the login with the verification code they receive by email.

### Custom store authentication

With Custom store authentication, members are authenticated through your own system. It's for general implementation, headless setups, and stores on platforms other than Shopify, and it works with the opt-in rules **All customers**, **Widget opt-in**, and **Invite only**.

Custom store authentication needs a server-side implementation: your server signs the customer's ID and email with a key from Cevoid (HMAC-SHA256), and you add the signature to your widget embed code. For the steps, see [Custom customer authentication](https://docs.cevoid.com/integrations/ecommerce/custom-customer-authentication.md).

## Change the authentication method

1. Navigate to [Settings → Loyalty → General](https://app.cevoid.com/settings/loyalty/general)
2. Select a method in _Authentication_ under _Access and enrollment_
3. Click **Save changes**

> [!WARNING]
> Switching away from Store account authentication by Shopify removes the opt-in rules **Store account** and **Store account and program action**. If your program uses one of them, select another rule in _Program opt-in rule_ before you save. Test before switching methods on a live program.

## How opt-in rules work

The opt-in rule decides how and when customers become members of your loyalty program. A customer who meets the conditions of your rule becomes a member automatically. With every opt-in rule except **Invite only**, customers can also join from your program widgets.

Workspaces created from a Cevoid Shopify app start with **Store account and program action**, and every other workspace starts with **Widget opt-in**.

The rules you can select depend on your [authentication method](https://docs.cevoid.com/loyalty/setup/general-program-settings#available-authentication-methods). **Store account** and **Store account and program action** need Store account authentication by Shopify. With Email authentication by Cevoid or Custom store authentication, select **All customers**, **Widget opt-in**, or **Invite only**.

## Available opt-in rules

| Opt-in rule | Customers join when | Join from program widgets | Authentication methods |
| --- | --- | --- | --- |
| **All customers** | They place an order, create an account, or opt in through your widgets | Yes | All |
| **Store account** | They create an account with your store | Yes | Store account authentication by Shopify |
| **Store account and program action** | They have an account and either place an order or opt in through your widgets | Yes | Store account authentication by Shopify |
| **Widget opt-in** | They opt in through your widgets | Yes | All |
| **Invite only** | Someone on your team manually adds them | No | All |

### Opt-in rule: All customers

With **All customers**, customers are enrolled automatically when they place an order or create an account with your Shopify store, and they can also join from your program widgets. With Store account authentication by Shopify, a customer who's logged in to your store is enrolled when they visit a program widget, including customers whose store account was created before the program launched.

### Opt-in rule: Store account

With **Store account**, customers are enrolled automatically when they create an account with your store, with no purchase required. An order alone doesn't enroll them. A customer who's logged in to your store is enrolled when they visit a program widget, including customers whose store account was created before the program launched.

### Opt-in rule: Store account and program action

With **Store account and program action**, customers are enrolled automatically when they have a store account and either place an order or opt in through your program widgets. Creating an account alone doesn't enroll them. A customer who's logged in to your store but isn't a member sees **Join now** in your program widgets, which opens your program opt-in consent and **Join & approve**.

### Opt-in rule: Widget opt-in

With **Widget opt-in**, there's no automatic enrollment. Customers join only by opting in through your program widgets.

### Opt-in rule: Invite only

With **Invite only**, there's no automatic enrollment and no self-enrollment: only your team adds members, by [opting them in manually](https://docs.cevoid.com/loyalty/setup/general-program-settings#manually-opt-in-a-member). Program widgets show no **Join now** button, and a customer who isn't a member can't sign in to or join your program from a widget.

## Change the opt-in rule

1. Navigate to [Settings → Loyalty → General](https://app.cevoid.com/settings/loyalty/general)
2. Select a rule in _Program opt-in rule_ under _Access and enrollment_
3. Click **Save changes**

With **Widget opt-in** selected, the _Opt-in disclaimer_ field appears below the rule. Click **Edit opt-in consents** there to edit the consent customers accept when they join: see [Legal policies](https://docs.cevoid.com/legal/legal-policies.md#program-opt-in-consent).

## Manually opt in a member

Your team can opt in a customer from their profile in [Profiles](https://app.cevoid.com/profiles), under every opt-in rule. With **Invite only**, it's the only way to add members.

**Opt in an existing profile:**

1. Navigate to [Profiles](https://app.cevoid.com/profiles)
2. Open the customer's profile
3. Click **Opt in to program** in the _Program membership_ section
4. Click **Yes** in _Add profile to program_

**Opt in a new profile:**

1. Navigate to [Profiles](https://app.cevoid.com/profiles)
2. Click **Create profile**
3. Enter the customer's email address
4. Enable **Manually opt-in to program**
5. Click **Create profile**

## Remove a member from the program

Remove a member from your loyalty program from their profile.

1. Navigate to [Profiles](https://app.cevoid.com/profiles)
2. Open the member's profile
3. Click **More** in the top right corner
4. Select **Remove from program**
5. Click **Remove** in _Remove profile from program_

Members can also leave your program themselves, with **Opt Out of Program** in their account menu in a program widget, confirmed with **Yes, opt out of program**. Opting out triggers [Member Left Program](https://docs.cevoid.com/loyalty/setup/program-emails-and-triggers.md#member-left-program), and so does deleting a member's profile.

## Waitlist

When your workspace's member limit is reached, customers who join your loyalty program go to the waitlist until you approve them. Members in the waitlist earn no points for purchases until then.

The waitlist is in [Profiles → Waitlist](https://app.cevoid.com/waitlist). _Waitlist_ shows in the sidebar only when it has members, and the [Loyalty](https://app.cevoid.com/program) landing page shows how many are waiting under _Things to do_.

To approve every member in the waitlist:

1. Navigate to [Profiles → Waitlist](https://app.cevoid.com/waitlist)
2. Click **Approve all**
3. Click **Approve** to confirm

To approve one member, click **Approve** on their row, or **Approve** in the waitlist banner on their profile page. **Decline** deletes their profile permanently, with all of its content, once you confirm with **Delete**. Approving members needs room under your member limit. A waitlisted creator can also be approved from one of their posts: click **Waiting list** under _Status_ on the post's **Details** tab, then **Approve profile & post**. See [Library & Inbox](https://docs.cevoid.com/ugc/manage/library-and-inbox.md).

## Customer experience

### How members log in to program widgets

What members see in your program widgets depends on the authentication method.

- **Store account authentication by Shopify:** **Sign in** and **Join now** go to your store's login and registration pages. A customer who's logged in to your store is logged in to your program widgets.
- **Email authentication by Cevoid:** **Sign in** opens a sign-in in the widget, where the member enters their email and the verification code they receive. **Join now** opens a registration in the widget, where new members enter their email and the verification code, and add their name. Only with this method do members get **Logout** in their account menu.
- **Custom store authentication:** Members log in through your own site. A logged-in customer who isn't a member sees **Join now**.

### How customers opt in through program widgets

When customers who aren't yet members interact with one of your program widgets, they're prompted to join the program. If they aren't logged in, they first need to log in or create an account.

With Store account authentication by Shopify, what a customer who's logged in to your store sees depends on the opt-in rule:

- **All customers** and **Store account:** They're enrolled automatically when they visit a program widget
- **Store account and program action** and **Widget opt-in:** They see **Join now**, which opens your program opt-in consent and **Join & approve**
- **Invite only:** They see no **Join now** button

During the opt-in flow, customers see the program opt-in consent configured in [Legal policies](https://docs.cevoid.com/legal/legal-policies.md#program-opt-in-consent), with any terms, conditions, or other requirements they must acknowledge before joining. Without consent text, they see a join button with no legal policy requirements. Customers enrolled automatically by a rule, or added by your team, don't see it.

Joining later doesn't earn points for earlier orders. An order earns points only if the buyer was a member when Cevoid processed it: see [Which orders earn points](https://docs.cevoid.com/loyalty/rewards/purchase-incentives.md#which-orders-earn-points).

**Related emails**

- [Member Joined Program](https://docs.cevoid.com/loyalty/setup/program-emails-and-triggers.md#member-joined-program)
- [Member Left Program](https://docs.cevoid.com/loyalty/setup/program-emails-and-triggers.md#member-left-program)

## Related articles

- [Custom customer authentication](https://docs.cevoid.com/integrations/ecommerce/custom-customer-authentication.md)
- [Legal policies](https://docs.cevoid.com/legal/legal-policies.md)
- [Profiles](https://docs.cevoid.com/profiles.md)
- [On-site widgets](https://docs.cevoid.com/loyalty/setup/on-site-widgets.md)
- [Shopify](https://docs.cevoid.com/integrations/ecommerce/shopify.md)

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Canonical: https://docs.cevoid.com/loyalty/setup/general-program-settings