{"id":20613,"date":"2025-08-22T15:40:04","date_gmt":"2025-08-22T10:10:04","guid":{"rendered":"https:\/\/meetanshi.com\/blog\/?p=20613"},"modified":"2025-08-27T14:34:19","modified_gmt":"2025-08-27T09:04:19","slug":"send-account-invite-shopify","status":"publish","type":"post","link":"https:\/\/meetanshi.com\/blog\/send-account-invite-shopify\/","title":{"rendered":"How to Send Account Invite in Shopify in 3 Steps?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Shopify store owners who&#8217;ve migrated to a new store should send an account invitation as a prime step to re-engage their customer base.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It allows customers to create a new password and activate their account on the new store without losing their purchase history or information.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By sending these personalized invites, you can maintain customer loyalty and get your business running efficiently.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This blog provides complete steps to send an account invite in Shopify.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let\u2019s get started.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Ways to Send Account Invite in Shopify<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Shopify has two types of customer accounts: Legacy and passwordless.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For stores using classic\/legacy customer accounts, inviting customers to create a password-based account is a necessary procedure after <a href=\"https:\/\/meetanshi.com\/blog\/how-to-set-up-shopify-store-during-migration\/\">migrating<\/a> the customer data.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This process is distinct from the newer passwordless accounts, which use a one-time code for login.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can only invite existing customers who have a customer profile but no account. To invite a new customer, you must first add them to your customer list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There are basically two ways to send an invite, which are individually via the Shopify admin and sending bulk invites using a third-party app like BAIS Bulk Account Invites Sen.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Steps to Send Shopify Customer Account Invite &#8211; Individually<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The following is the 3-step walkthrough to send account invites.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Step 1:<\/strong> Set up your customer accounts<\/li>\n\n\n\n<li><strong>Step 2:<\/strong> Create an account invitation email&nbsp;<\/li>\n\n\n\n<li><strong>Step 3:<\/strong> Send customer account invitations&nbsp;<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Set up Your Customer Accounts<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">From your <strong>Shopify admin &gt; Settings &gt; Customer Accounts<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"530\" height=\"500\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/select-customer-account.png\" alt=\"select customer accounts\" class=\"wp-image-20986\" srcset=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/select-customer-account.png 530w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/select-customer-account-250x236.png 250w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/select-customer-account-403x380.png 403w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/select-customer-account-120x113.png 120w\" sizes=\"auto, (max-width: 530px) 100vw, 530px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Sign-in links<\/strong> section,<strong> <\/strong>enable the <strong>Show<\/strong> <strong>sign-in links <\/strong>toggle to showcase the version of customer accounts.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"108\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/show-signin-links-700x108.png\" alt=\"enable the Show sign-in links\" class=\"wp-image-20988\" srcset=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/show-signin-links-700x108.png 700w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/show-signin-links-250x39.png 250w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/show-signin-links-768x119.png 768w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/show-signin-links-403x62.png 403w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/show-signin-links-964x149.png 964w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/show-signin-links-120x19.png 120w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/show-signin-links.png 1353w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Choose which version of customer accounts to use<\/strong> section, ensure that the Legacy (classic) customer accounts option is selected.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"168\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/legacy-customer-account-700x168.png\" alt=\"Choose the version of customer accounts \" class=\"wp-image-20990\" srcset=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/legacy-customer-account-700x168.png 700w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/legacy-customer-account-250x60.png 250w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/legacy-customer-account-768x184.png 768w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/legacy-customer-account-403x96.png 403w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/legacy-customer-account-964x231.png 964w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/legacy-customer-account-120x29.png 120w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/legacy-customer-account.png 1366w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">And <strong>Save<\/strong> the changes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: Create an Account Invitation Email<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Navigate to <strong>Shopify admin &gt; Settings &gt; Notifications<\/strong> <strong>&gt; Customer notifications<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"688\" height=\"388\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/create-email.png\" alt=\"Create an Account Invitation Email\" class=\"wp-image-20992\" srcset=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/create-email.png 688w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/create-email-250x141.png 250w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/create-email-403x227.png 403w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/create-email-120x68.png 120w\" sizes=\"auto, (max-width: 688px) 100vw, 688px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Then scroll down to the <strong>Customer account invite <\/strong>and open it. Here you can see the preview of your invitation email.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From there, click on <strong>Edit code <\/strong>to customize the email.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"526\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/edit-code-700x526.png\" alt=\"click on Edit code\" class=\"wp-image-20994\" srcset=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/edit-code-700x526.png 700w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/edit-code-250x188.png 250w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/edit-code-768x577.png 768w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/edit-code-403x303.png 403w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/edit-code-964x724.png 964w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/edit-code-120x90.png 120w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/edit-code.png 1118w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Edit the subject line and body message of the invitation email to suit your brand and communication style.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"197\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/edit-message-700x197.png\" alt=\"edit email subject and body\" class=\"wp-image-20996\" srcset=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/edit-message-700x197.png 700w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/edit-message-250x71.png 250w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/edit-message-403x114.png 403w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/edit-message-120x34.png 120w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/edit-message.png 709w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Your account invitation email is ready.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Send Customer Account Invitations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">From your <strong>Shopify admin &gt; Customers. <\/strong>Click the name of the customer that you want to invite.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then, on the top-right, click <strong>More actions &gt; Send account email&nbsp;<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"379\" height=\"341\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/send-account-invite.png\" alt=\"click Send account email\" class=\"wp-image-20998\" srcset=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/send-account-invite.png 379w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/send-account-invite-250x225.png 250w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/send-account-invite-120x108.png 120w\" sizes=\"auto, (max-width: 379px) 100vw, 379px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Custom message <\/strong>field, add a message for your customer. If you leave this field empty, then the default message is sent to the customer.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also change the subject of the email if needed.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then click <strong>Review email. <\/strong>If everything looks good at the review, click on <strong>Send email.<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"633\" height=\"732\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/send-email.png\" alt=\"click send email\" class=\"wp-image-21000\" srcset=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/send-email.png 633w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/send-email-250x289.png 250w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/send-email-403x466.png 403w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/send-email-120x139.png 120w\" sizes=\"auto, (max-width: 633px) 100vw, 633px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">And that\u2019s it, you have successfully sent an account invitation email to your customer.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now, your customers click on <strong>Activate your account <\/strong>and they will be redirected to your new Shopify login page.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As they add their old password, they have easily created their account in your new store.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"482\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/activate-account-700x482.png\" alt=\"your customers click on Activate your account\" class=\"wp-image-21002\" srcset=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/activate-account-700x482.png 700w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/activate-account-250x172.png 250w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/activate-account-768x529.png 768w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/activate-account-1536x1059.png 1536w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/activate-account-403x278.png 403w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/activate-account-964x664.png 964w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/activate-account-120x83.png 120w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/08\/activate-account.png 1538w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Frequently Asked Questions&nbsp;<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. What is a Legacy Account on Shopify?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A legacy account on Shopify, also known as a classic customer account, is the original account type that requires customers to log in using a traditional email and password.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. How do I Resend a User Invite on Shopify?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Click the customer you want to resend the email, then click <strong>More actions &gt; Resend account invite.<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. How Many Customer Account Invitations Can I Send in Shopify?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Shopify sets a limit of 5 customers per 10 minutes. If you exceed this time, you might encounter an error.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Solution for &#8220;Failed to Send Account Invite&#8221; Error<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">These issues can arise from a few different causes. Here are some common reasons for these errors and solutions for them.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Invitation Account Limit Exceeded<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The typical limit is 5 customer invitations per 10 minutes, which applies to the entire store, not individual staff members. To avoid this, plan your outreach by sending invites in small, managed batches.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you need to send a large number of invitations at once, consider using a third-party app from the Shopify App Store. These are built for bulk invitations and can help you bypass the manual sending limit.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Double-check the Email Address<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A simple but often overlooked reason for the error is an invalid or malformed email address.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To ensure this, go to the customer&#8217;s profile in your Shopify admin and carefully review their email address. Correct any typos or formatting errors, and then try sending the invite again.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Email Sending Option is Enabled&nbsp;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">For an account invite to be sent, your store&#8217;s email sending settings must be properly configured and enabled.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To check this, navigate to <strong>Settings &gt; Notifications<\/strong> in your Shopify admin. Ensure that your store&#8217;s primary email address is verified and that there are no red flags or errors in your notification settings.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So it\u2019s a wind-up on how to send an account invite in Shopify, and it is very important for re-establishing your customers after a store migration.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By following this simple process, you provide an excellent experience for your entire customer base.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This not only allows them to activate their accounts and access their purchase history but also helps maintain customer loyalty.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Shopify store owners who&#8217;ve migrated to a new store should send an account invitation as a prime step to re-engage their customer base.&nbsp; It allows&#8230;<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[787],"tags":[],"class_list":["post-20613","post","type-post","status-publish","format-standard","hentry","category-shopify"],"acf":[],"_links":{"self":[{"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/posts\/20613","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/comments?post=20613"}],"version-history":[{"count":3,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/posts\/20613\/revisions"}],"predecessor-version":[{"id":21004,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/posts\/20613\/revisions\/21004"}],"wp:attachment":[{"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/media?parent=20613"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/categories?post=20613"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/tags?post=20613"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}