Mobile Number Sign Up and Login

If your plan is "e-Commerce" or " Social Commerce" please contact your Merchant Success team to enable this feature.

By enabling the mobile phone registration features, customers can use their mobile number to sign up. 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.

In this article, you will find:

• Notes before set up
• The mobile number sign-up process
• What if customers forget their password
• Importing customer list
• Customer management in Admin
• Exporting SMS report

 

1. Notes before you set up

i. After enabling  phone number registration, customers can choose to use their mobile phone or email to sign up as a member

• Sign up via Email: Sign in > Click on the "person" icon at the top right of the page > Enter and save the phone number on the Profile page. 
• Sign up via mobile number: Sign in > Click on the "person" icon at the top right of the page > Enter and save the email address on the Profile page. 

 

ii. 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

• 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 notification 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 upgrade and tiers.

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

F. Member points notification

• Assign Member Point Notification: Enable/disable SMS notification in [Setting] > [Custom Notification], please refer to Custom Notification for details.
• 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.
  Note: Members who are manually upgraded by merchants will not receive membership upgrade notifications.

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], please refer to Custom Notification for details.
• 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], please refer to Custom Notification for details.
• 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], please refer to Custom Notification for details.

 

Relevant FAQs:

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

 

2. The mobile number sign-up process

After enabling the mobile phone registration features, customers can choose to Sign up via mobile number and set up a password, and then log in to the store with this account and password in the future.

Customers can click the flag icon to choose the suitable country code.

After filling the member profile, click Sign me up!, then the mobile phone confirm page will appear. If the customer confirmed the mobile phone number is correct, click Send me check code, and they will receive a message with a verification code.

 

 

After a check code SMS is sent, customers can click the link below to resend a code again after 60 seconds, but only 3 codes can be resent within one hour.

When a customer completes the verification, they will receive a sign-up success message. The member can identify the phone verification status by going to their Profile page in the online store after log in.

Note:

• Customers can choose either to login in by mobile phone number or email, once they have signed up with phone number, added their email address and verified the address in Account > Profile.
• 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.
• Member can change their sign-in mobile number by clicking on "Update mobile number". After verifying the phone number using the SMS, the customer can update the phone number. 

 

3. What if customers forget their password

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

 

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

 

 

4. Importing customer list

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

Note: 

1. Please read the guidelines from Import Customer Data | Customer List for filling up the spreadsheet.
2. 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.

 

3. 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. Exporting 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 with 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 the 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 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.