Mobile Number Sign Up and Login

If you are using the e-Commerce or Social Commerce plan, please contact the Online Merchant Success team to enable this feature.

Customers can use their mobile numbers to sign up by enabling mobile phone registration features. Adding a sign-up method alternative can shorten the time or hesitation for registration. In the future, merchants can also send "Manual message/ Store credits sent notice/ Member upgrade notice" to increase the return rate.

 

This article will focus on the following:

• Setup in Admin
• Customer registration process
• Forget password
• Import customer list
• Customer management in Admin
• Export SMS report

 

1. Setup in Admin

i. Sign up with mobile number only/ with both email & mobile number

In the SHOPLINE Admin, go to [Settings] > [Customer Settings] > Sign up method and select the method you want to apply to your store. 

 

A. Sign up with a mobile number

The system will guide existing members who have signed up via email to fill in their mobile numbers when logging in next time.

*Remarks: If you have enabled mobile phone verification when existing members enter their phone number, they must complete the verification first to log in.

 

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 phone number, they must complete the verification first to log in.
  

🔔 Please see this article to learn more about signing up with email.

 

*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.
  
  
  
  
• If you have activated the "Google reCAPTCHA" verification settings, customers will be verified during registration for potential bot risk according to the "Security Preference" settings you have configured in the Google reCAPTCHA admin. If the risk level is too high, customers must pass a visual verification to receive a text message. You can adjust the "Security Preference" settings on your own to reduce the proportion of customers encountering visual verification.
• If you haven't activated the "Google reCAPTCHA" verification settings, customers will go through the Google reCAPTCHA set up uniformly by SHOPLINE during registration. If a customer's risk level exceeds the "Security Preference" settings configured by SHOPLINE, they must pass a manual visual verification to receive a text message.
  
  
  If you haven't integrated reCAPTCHA, customers at high risk of being bots will encounter an SMS verification process when they click the "Next" button, and they will see a visual verification prompt that says "I am not a robot" (as shown in the image above).
  

 

ii. Mobile phone verification / Supported country

In SHOPLINE Admin, go to [Settings] > [Customer Settings] > Verification method to set up whether to send verification SMS and the supported countries for the verification.

*Notes:

• An SMS fee will be incurred if you send text messages for mobile phone verification. Please see SMS Pricing for details.
• If you select "Send mobile phone verification", besides newly registered members, existing members are also required for verification when they modify their mobile numbers. If you select "No need to do mobile phone verification", you might be prone to the risk of mobile phone fraud.
• If you change the sign up supported country, existing members in those specific countries may not be able to update their mobile numbers.
  e.g., You included the United States as the sign up supported country before, but now you remove it from the country list. The existing members who registered with a US mobile number will not be able to select the US calling code.

 

iii. Situations when the system automatically sends billed SMS to customers

A. Password setup notification SMS

• When a large number of customers are imported, the system will send this notification to remind customers to complete the password setup. Merchants can select whether to send email or SMS in the confirmation window before importing.
• Merchants using Smart OMO: For customers who signed up via mobile phone, the system will send this notification to remind customers to complete the password setup. Merchants can enable/disable the SMS notification in [Settings] > [Custom Notification].
• Merchants using POS: For customers who signed up via mobile phone, the system will send this notification to remind customers to complete the password setup. Merchants can enable/disable the SMS notification in [Settings] > [Custom Notification].
• For customers who used quick sign-up via mobile phone, the system will send this notification to remind customers to complete the password setup. Merchants can enable/disable the SMS notification in [Settings] > [Custom Notification].

B. Phone verification SMS

• If you have enabled "Send mobile phone verification", the system will send the verification to the customers registered with mobile numbers.
• After receiving A. Password setup notification SMS, customers are required to receive and enter a verification code before setting up the password.
• When the customer forgets the password and goes to the password setting page, the customer is required to get and enter a verification code before further setting up the password.
• Customers who bind their phone numbers at the storefront member center are required to complete phone number verification beforehand.

C. Assign store credits notification

• Welcome Credits Notification (Enable/Disable SMS notification in [Setting] > [Custom Notification])
• Birthday Credits Notification (Enable/Disable SMS notification in [Setting] > [Custom Notification])
• Order Reward Credits Notification (Enable/Disable SMS notification in [Setting] > [Custom Notification])
  *Details of enabling/disabling SMS notifications please refer to Custom Notification
  
  
• Single Store Credits Notification: To assign credits to the customer who has bound their phone number on the Customer Detail page, the customer will receive a notification SMS after the assignment is completed. Merchants can decide whether to send email or SMS, and the SMS notification will be sent regardless the phone number has been verified.
• Bulk Store Credits Notification: To bulk assign credits to the customers by selecting multiple customers in the Customers list, merchants can decide whether to send email or SMS.
• Member Account Import Store Credits Notification: Merchants can decide whether to send email or SMS.

D. Enable membership upgrade

When merchants use "Purchase within specific period" as the criterion for a membership upgrade when the customer has reached the upgrade criterion and got their membership upgraded, the system will automatically send an upgrade notification. Merchants can decide whether to send email or SMS. Please read Set Up Membership Tier(s) for details of membership upgrades and tiers.

E. Membership upgrade notification

The message is sent to members who have reached the membership upgrade criterion and got their membership upgraded automatically, the system will send this notification. (Enable/disable SMS notification in [Setting] > [Custom Notification], please refer to Custom Notification for details).

*Note: Members who are manually upgraded by merchants will not receive membership upgrade notifications.

 

F. Member points notification

• Assign Member Point Notification: Enable/disable SMS notification in [Setting] > [Custom Notification].
• Individual Assign Member Points Notification: Merchants can decide whether to send email or SMS.
• Bulk Assign Member Points Notification: Merchants can decide whether to send email or SMS.

• Member Account Import Assign Member Points Notification: Merchants can decide whether to send email or SMS.

G. Member referral notification 

• Member Referral Notification (to Referrer): When a new member signs up using the referral link, the system will send this notification to the referrer. Enable/disable SMS notification in [Setting] > [Custom Notification].
• Member Referral Notification (to New member): When the new member gets store credits after signing up using the referral link, the system will send this notification to the new member. Enable/disable SMS notification in [Setting] > [Custom Notification].
• Referrer Reward Notification (to Referrer): When the new member fulfills the reward condition by completing an order, the system will send this notification to the referrer. Enable/disable SMS notification in [Setting] > [Custom Notification].

 

🔔 Relevant FAQs:

• Import Customer Data｜Customer List
• Set Up Membership Tier(s)
• Sales & Promotions: Store Credits
• Member Points
• Custom Notification

 

2. Customer registration process

i. Sign up with mobile number only

If you select "mobile number only" for the sign-up method, existing members who have registered will not be affected. For members with blank mobile numbers, the system will guide them to fill in their numbers when they sign in next time.

 

Step 1

Login is available through email or mobile. 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.

*Remark: If your store has enabled the "Send mobile phone verification" feature, a verification SMS will be sent at this step, and then please proceed to Step 2. If you select "No need to do mobile phone verification", please go to Step 3 instead.

*Note: If the mobile number entered by the customer has been registered, the system will show a reminder to guide customers. A request for a verification code SMS can't be sent over three times within an hour via the same phone number.

 

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.

*Note: After a request for a verification code SMS is sent, customers can resend a code again after 60 seconds, but only 3 codes can be resent within one hour to the same phone number.

 

Step 3

Enter the personal information required for registration, and click Sign me up! to complete the registration.

 

ii. 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 mobile number 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.

*Note: After a request for a verification code SMS is sent, customers can resend a code again after 60 seconds, but only 3 codes can be resent within one hour to the same phone number.

 

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.

*Notes:

• Members who register with mobile number and have saved their email addresses in the Profile, or register with email and have completed mobile verification can log in with either way.
  
  
• If customers signed up with a mobile phone number and did not add their email address in [Account] > [Profile], they will still be required to fill in their email at the checkout page in order to receive order notifications.
• Members can change their sign-in mobile number by clicking on "Update mobile number". They can update the mobile number after passing the SMS verification.
  
  
  
• To change the background, text and button color of the sign-up/ sign-in page, please refer to SHOPLINE Page Builder (New).

 

3. Forget password

If a customer's account only has a verified mobile number, then they can reset their password by SMS verification.

If customers' accounts have both verified mobile numbers and email, then they can choose either way (SMS verification or email verification) to reset their password.

 

4. Import customer list

When importing a customer list, you must fill in the "Mobile Number" column; and the "Country Calling Code" column in the spreadsheet.

*Notes: 

• Please read the guidelines from Import Customer Data | Customer List for filling up the spreadsheet.
• Number import is only available for members. Fill in "Y" under the "Is Member" column to set the entry as a member. If you fill in "N" under the "Is Member" column, the mobile number field will not be imported, and their mobile number will appear null when previewing the import.
  
  

• After importing the data, members will receive an SMS notification about their membership status in the store. Customers can return to the online store by clicking the link and then setting up a login password for their member account.
  

 

5. Customer management in Admin

Merchants can go to [Customer Management] > [Customers] to search for the corresponding member by entering the customer's mobile number in the search field. 

 

Merchants can identify whether the member has verified their mobile number by going to

[Customer Management] > [Customer List] > [Customer Detail Page].

• Green "Verified" label: Customer has verified their phone number.
• Orange "Not verified yet" label: Customer has not verified their phone number.

 

6. Export SMS report

Go to [Report & Analytics] > [Report Export] and click SMS Report to export SMS sending records.

1. The SMS report includes every SMS sending record with information including:

• Country Calling Code
• Sent mobile number
• Sent Time
• SMS type
• Sent messages count

 

2. SMS Types are divided into: 

• Member notification (Member account set up, Assign store credits)
• Phone verification
• Order notification 
• Broadcast Center
• 7-11 pick-up notice 

 

3. SMS can not be more than 160 half-width English characters or 70 characters when combining Chinese and English characters. Some notification content will include the store name and the customer's name. If your message is longer than this, anything over the word limit will be sent in an additional message, which results in a change of the value of "Messages sent" in the SMS report. The actual number of SMS sent can be found in the SMS monthly report.

 

4. If the country calling code of the recipient's mobile number is the same as the store's country/region, the SMS will be sent as domestic SMS. If the country calling code of the recipient mobile number is different from the store's country/region, then it's sent as international SMS.