In order to minimize the chance that users are using an email which is not their email address actually to make orders, you can turn on the toggle in Admin > Customer Settings which will send email to users for verification.
In this article, we will introduce:
- Email registration / verification settings
- Email verification steps
- Other scenarios that require email verification
1. Email registration / verification settings
Step 1. Confirm your plan
At the upper right corner of the store backstage, go to "Hello, OOO" > "My Subscription & Billing" to view the store's plans and modules.
1. Under the Paid Subscription, there are Plans and Modules. Please check if your store has the "e-Commerce" plan. If so, please skip to Step 2.
2. If you are using the Basic, Advanced, Premium, O2O, Enterprise, or Cross Border plan (as shown below). Please confirm whether your store is using the Premium, O2O or Enterprise plan.
3. If your store meets the requirement above, please go to the SHOPLINE Admin > [Apps] > [Apps Store] in the left menu to install the features.
If you want to send verification emails to users, you can switch on the toggle for "Send Verification Email When Register". Merchants can consider switching on the toggle for "Verification is required before login".
If the toggle for "Verification is required before login" is turned OFF, customers are not required to complete the verification for signing in and placing orders. Or else, verification is required for logging in and placing orders.
[Coming Soon] Step 2: Sign-up settings
In the SHOPLINE Admin, go to [Settings] > [Customer Settings] > Sign up method and select the method you want to apply to your store.
- Email only
- Both Email & Mobile number
A. Email only
The system will guide existing members who have signed up with mobile numbers to fill in the email when logging in next time.
*Note: If you have enabled email verification, the system will automatically send a verification email when the existing member fills in the email address. This will not affect their login process.
B. Sign up with email and mobile number
The system will guide existing members who have signed up via email / mobile number to fill in the mobile number / email when logging in next time.
*Remarks:
- If you have enabled email verification, the system will automatically send a verification email when the existing member fills in the email address. This will not affect their login process.
- If you have enabled mobile phone verification, when existing members enter the email address, they must complete the verification first to log in.
Please see this article to learn more about signing up with mobile numbers.
*Notes:
- This feature currently does not support directing customers registered via Social Commerce and Shopper App to complete membership information.
- If you have enabled the verification feature, the existing members are required to complete the verification when filling in their email / mobile phone number.
- If you enable the mobile number sign up method, a window will pop up to suggest you enable the Google reCAPTCHA verification settings. Please connect to your Google reCAPTCHA to prevent SMS abuse.
[Coming Soon] Step 3: Verification settings
In the SHOPLINE Admin, go to [Settings] > [Customer Settings] > Verification method to set up whether to send the verification email.
*Note: If you have enabled "Send email verification, verification required before login," besides new sign-ups, the system will automatically send a verification email when the existing member changes their email addresses.
2. Email verification steps
Scenario 1. Email verification is not required before login
Step 1. Users sign up with email
Step 2
After clicking Sign me up!, the system will send a verification email, which requires the member to click on the VERIFY EMAIL NOW to complete the email verification. Before verification, customers can log in to their membership center at the storefront. On the Member Center and the customer details in the Admin, the verification status of the account remains "Not verified yet".
Step 3
When clicking on VERIFY EMAIL NOW button in the email, the account is verified and the status is changed to "Verified".
Note: If the customer changes the email address in Member Centre, the email address will be updated immediately and customers can log in with the new email. The new verification email is sent to users as well.
Scenario 2. Email verification is required before login
Step 1. Users sign up with email
Step 2
The system will redirect the customer to the Registration Complete page. The customer will receive the verification email and has to verify within 24 hours. If users did not receive the email, they can resend one on this page.
Step 3
When the customer clicks on the verification button in the email, the account is verified and the status is changed to "Verified" in the Member Centre and customer details in the Admin.
[Coming Soon] 2. Customer registration process
A. Sign up with email only
If you select "Email only" for the sign-up method, existing members who have registered will not be affected. For members with blank emails, the system will guide them to fill in their emails when they sign in next time.
Step 1
Customers can only enter their emails to sign up. They can check whether to receive store updates and promotions, and have to agree to the store's Privacy Policy and Terms of User. Click Next to continue.
*Note: If the email entered by the customer has been registered, the system will show a reminder to guide customers.
Step 2
Enter the personal information required for registration, and click Sign me up! to complete the registration.
*Note: If your store has enabled the "Send email verification, verification required before login" feature, customers have to continue with Step 3.
Step 3
If you have enabled the "Send email verification, verification required before login" feature, customers have to complete email verification for registration.
Note: If the customer changes the email address in Member Centre, the new verification email will be sent to the new email. Customers have to complete the verification again to place orders with the new email.
B. Sign up with both email & mobile number
If you select "Both Email & Mobile number" for the sign-up method, existing members who have registered will not be affected. For members with blank mobile numbers or emails, the system will guide them to complete their member profile when they sign in next time.
Step 1
Customers have to enter their emails and mobile numbers to sign up, which both can be used for signing in in the future. They can check whether to receive store updates and promotions, and have to agree to the store's Privacy Policy and Terms of User. Click Next to continue.
*Note: If the email entered by the customer has been registered, the system will show a reminder to guide customers.
Step 2
If you have enabled the "Send mobile phone verification" feature, the customer will be asked to complete the verification first. Click Next to move on to the next step.
*Notes:
- It takes 60 seconds to resent the verification message and the verification code cannot be sent more than 3 times within an hour.
- An SMS fee will be incurred if you send text messages for mobile phone verification. Please see SMS Pricing for details.
Step 3
Enter the personal information required for registration, and click Sign me up! to complete the registration.
*Note: If you have enabled "Send email verification, verification required before login," customers have to proceed to Step 4 to complete registration.
Step 4
If you have enabled "Send email verification, verification required before login," customers have to verify their email address to complete registration.
*Note: To change the background, text and button color of the sign-up/ sign-in page, please refer to SHOPLINE Page Builder (New).
3. Other scenarios that require email verification
- For Bulk Import/Register through Checkout
A reset password email is used as email verification, so the verification status will be updated to "Verified" after resetting the password.
- For Mobile/Quick Sign Up
Email verification status is unverified until adding the email address for the account & go through the verification process.
- For Facebook Sign Up
The verification status is "Verified" when signing up with Facebook.
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