Only assigned customers can join loyalty program

Overview

Allow only selected customers to join your loyalty program. When enabled, the system will ignore the default “auto join on login” logic — meaning customers must be manually added or approved before they can become members.

Typical use case:

The merchant wants customers to first accept a terms of service form. Once accepted, a Shopify Flow triggers the action Join Loyalty Program, and the customer is added to the program.

⚙️ Location: Settings → Customer Eligibility → Manually assigned customers only 🧩 Automatic eligibility logic is disabled once this option is enabled.

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How to set up

1. Go to Joy App → Settings → Customer Eligibility.

2. Select Manually assigned customers only.

3. Click Save.

When this option is enabled:

• The app ignores the default logic that treats every existing account as a loyalty member (including legacy ones).

• Customers will not earn points or access loyalty features unless they are manually added.

• POS and guest orders (email/phone only) will not auto-sync as members either.

Ways to make a customer join the program

Customers can be added through multiple methods:

• Join button in Customer Detail (Joy Admin)

• Shopify Flow action → Action name: Join loyalty program

• API integration

• Add tag method → add tag Joy: Join Loyalty to customer in Shopify

• Customer import → update customer type to Member in CSV import

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Customer experience

• Before joining:

  • Customer will not see any loyalty-related content (Widget, Points, Rewards, VIP, etc.).

  • Loyalty Page can still be accessed, but it appears empty (no data).

  • No point earning, redeeming, or blocks visibility across Account, Checkout, or Thank You pages.

• After joining (via admin/Flow/API/import):

  • Customer immediately gains access to all loyalty features and existing data.

  • Widget, Loyalty Page, and related blocks appear normally.

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Example: Joy Loyalty x Sea survey

You can combine Joy Loyalty with Sea Survey to collect customer consent before joining the loyalty program.

Video Guide:

📝 Note: When setting up this Flow, make sure to configure the proper conditions (e.g. ID, response, surveyType) and place the consent form in the right section of your store to ensure correct member assignment.

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FAQ

1. What happens to existing customers when enabling this setting? → All customers will be treated as guest until explicitly added back to the program.

2. Can I still use Shopify Flow to automate member assignment? → Yes, use the Joy action: Join Loyalty Program to add approved customers automatically.

3. Can I manually add someone back? → Yes. Go to Customer Detail → Actions → Join program or use Import → Update type.

4. Do POS customers automatically join the program? → No. POS customers (who leave only email/phone) won’t auto-sync as members if this option is enabled.

5. Will this affect point earning or rewards visibility? → Yes. Customers outside the program won’t earn or redeem points and will see empty loyalty content.