General Questions

How to send an account invite or bulk account invites from a Shopify store?

Cart2Cart is a leading data migration service that simplifies the process of moving your online store's data from one platform to another. While Cart2Cart provides a seamless solution to migrate your products, orders, and other essential data to Shopify, customer accounts, unfortunately, cannot be directly migrated due to security reasons and platform differences. Therefore, after migrating your store, you'll need to invite your customers to create new accounts on your Shopify store and reset their passwords. Shopify offers two convenient methods for sending these account invitations: individually or in bulk.

How to Send Customer Account Invites on Shopify After Data Migration

After performing data migration to Shopify, inviting your customers to activate their accounts is crucial. Here's how to send individual invitations:

Sending Individual Account Invites on Shopify

To send an individual invitation, follow these steps:

  1. From your Shopify admin, navigate to Settings and then Checkout. In the Customer accounts section, verify that customer accounts are set to either optional or required.
  2. If customer accounts are currently disabled, change the setting to either Accounts are optional or Accounts are required. You must enable customer accounts before you can send invitations.
  3. Go to the Customers page and select the customer you want to invite. On their information page, click the Send account invite button in the top right corner. This will generate a standard Customer Account Activation email notification template.
  4. Customize the email template as needed by modifying the sender, subject line, and body text.
  5. You can also add recipients to the "Bcc" field for blind copies.
  6. Once you are satisfied with the email, choose how you want to send it. Clicking Send email will send the message directly from Shopify, while clicking Contact customer with your default email app will open the email in your preferred email application.

Sending Bulk Account Invites on Shopify

For sending bulk invites, you'll need to use a Shopify app. Shopify offers a paid app called Bulk Account Invite Sender. The pricing of this app depends on the number of emails you need to send.

For more detailed instructions, refer to the Shopify manual.

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