The opt-in rule determines how and when customers become members of your rewards program. Depending on your program strategy, automatically enroll customers or require explicit opt-in actions.
Navigate to Settings -> Rewards program -> General to configure opt-in settings.
How opt-in rules work
Opt-in rules control the conditions for automatic enrollment into your program. When a customer meets the conditions defined by your selected rule, they become a program member.
Regardless of which opt-in rule you choose (except Invite only), customers can always join your program by explicitly opting in through your program widgets. This ensures customers who want to participate can do so, even if they haven’t triggered automatic enrollment.
Change the opt-in rule
- Navigate to Settings -> Rewards program -> General
- Under Access and enrollment, find the Program opt-in rule dropdown
- Select your preferred rule
- Click Save
Available opt-in rules
| Opt-in rule | When customers are automatically enrolled |
|---|
| All customers | When they place an order or create a store account |
| Store account | When they create an account with your store |
| Store account and program action | When they have a store account and place an order |
| Widget opt-in only | No automatic enrollment |
| Invite only | No automatic enrollment, no self-enrollment |
Opt-in rule: All customers
How it works: Customers are automatically enrolled when they place an order or create a store account. This is the broadest option, where any interaction with your store triggers enrollment.
| Additional information | Notes |
|---|
| Customers can opt in through program widgets | ✓ |
| Can be opted in through Cevoid API | ✓ |
| Compatible auth methods | Shopify customer account (legacy & new), Cevoid email authentication, Custom customer authentication |
With Shopify customer account authentication, customers who already have a store account (created before the program launched) are automatically enrolled when they visit a program widget.
Opt-in rule: Store account
How it works: Customers are automatically enrolled when they create an account with your store. Enrollment happens at account creation, no purchase required.
| Additional information | Notes |
|---|
| Customers can opt in through program widgets | ✓ |
| Can be opted in through Cevoid API | ✓ |
| Compatible auth methods | Shopify customer account (legacy only), Custom customer authentication |
With Shopify customer account authentication, customers who already have a store account (created before the program launched) are automatically enrolled when they visit a program widget.
Opt-in rule: Store account and program action
How it works: Customers are automatically enrolled when they have a store account and place an order. Both account creation and a purchase are required for enrollment.
| Additional information | Notes |
|---|
| Customers can opt in through program widgets | ✓ |
| Can be opted in through Cevoid API | ✓ |
| Compatible auth methods | Shopify customer account (legacy only), Custom customer authentication |
How it works: There is no automatic enrollment. Customers must explicitly opt in through your program widgets.
| Additional information | Notes |
|---|
| Customers can opt in through program widgets | ✓ |
| Can be opted in through Cevoid API | ✓ |
| Compatible auth methods | Shopify customer account (legacy & new), Cevoid email authentication, Custom customer authentication |
Opt-in rule: Invite only
How it works: There is no automatic enrollment and no self-enrollment. Only your team can opt in members manually.
| Additional information | Notes |
|---|
| Customers can opt in through program widgets | ✗ |
| Can be opted in through Cevoid API | ✓ |
| Compatible auth methods | Shopify customer account (legacy & new), Cevoid email authentication, Custom customer authentication |
Manually opt in a member
Manually opt in members from the Profiles page. This is useful for invite-only programs or when you want to add specific customers to your program.
Opt in an existing profile:
- Navigate to Profiles
- Open their profile
- Click Opt in to program in the Program membership section
Opt in a new profile:
- Navigate to Profiles
- Click Create profile
- Enter their email address
- Check the Manually opt in to program box
- Click Create profile
When customers interact with one of your program widgets but are not yet a member, they are prompted to join the program. If they are not logged in, they first need to log in or create an account before joining.
During the opt-in flow, customers are presented with any program consent information configured under Legal settings. This allows you to display terms, conditions, or other requirements that customers must acknowledge before joining.
If no program opt-in consent text has been added, customers will simply see a join button without any legal policy requirements.
