Enable AiTrillion Customer account in Shopify new customer account

Introduction

In this article, you will learn about using an Aitrillion customer account with a new Shopify Customer account.

What is Customer Account?

AiTrillion "Customer Account" is a revolutionary enhancement replacing Shopify's default My Account page. This all-in-one module consolidates all AiTrillion customer-facing features and Shopify default functionalities into a single, user-friendly interface.

By providing seamless access to My Profile, My Orders, Loyalty Programs, Product Reviews, Product Recommendations, Memberships, Affiliates, Available Discounts, and more, the Customer Account Module ensures an enriched customer experience designed to drive engagement and boost conversions.

Here are the steps to enable the customer account in Shopify's new customer account -:

Step 1: Go to Customer account >> Display on store

Step 2: There are 2 options available to select account type; click on New customer account.

Now, there are two versions of AiTrillion available in Shopify's new customer accounts:

1.) Lite version - Mainly used for adding a custom menu or section, but first-time customers need to visit the Shopify profile page and click the button to access the AiTrillion customer account page. To add redirection for the subsequent visits, redirection must be set up by our support team. To get assistance, email us at support@aitrillion.com or simply click the chat icon on your AiTrillion dashboard.

2.) Advance version - In the lite version, due to Shopify's limitations, we had to create a separate customer account page and need to add a button on the Shopify profile page to redirect users to the AiTrillion customer account. With our new Embedded version, we've overcome this limitation—AiTrillion features can now be accessed directly within Shopify's native customer interface, with no redirects needed but custom menu or custom section won't work due to Shopify's limitations

1.) Lite version

Step 1: Click on Lite version and click on Save & continue

Step 2: Click on Menu Ordering and enable the tab according to your requirements.

Step 3:  Now, Go to Shopify admin >> Online store >> Themes >> Edit code >> Add new template >> Select template type to Page >> Click on Liquid >> Add a name - customer-account >> Copy the below code -: >> Go to the Pages >> Click on Add new pages >> Give a name to the page >> Select the template Customer account

<!-- blocks/my-account-block start -->
<div id="aio-my-account-app"
     data-customer-id="{{ customer.id }}"
     data-shop-url="{{ shop.permanent_domain }}" data-shop-name="{{ shop.name }}" style="min-height:400px;display:none" class="aio-block-width"></div>
<script src="https://static.aitrillion.com/aio-script/aio-my-account.js" defer></script>
<style>
.aio-block-width{
  width:100%;
  text-align:center;
}
.aio-block-width .aio-app-container {
  text-align:left;
  width:1200px;
  max-width:100%;
  margin-left:auto;
  margin-right:auto;
  padding-left:15px;
  padding-right:15px;
  padding-top:15px;
  padding-bottom:15px;
  display:inline-block;
}
</style>
  <!-- blocks/my-account-block end -->

Step 4: Copy the page link >> go back to the AiTrillion account and paste the link to the Button URL in AiTrillion.

Step 5: Go to Shopify admin >> Click on Customize >> Click on Home page >> Checkout and Customer account >> Click on Checkout >> Click on Thank you >> Click on App Block icon >> Click on Advanced Customer account and click on Profile and Click on Save

Now, the Customer account block will be visible on the Profile page, and on Click of the button the customers will be redirected to the page which has been linked to the button URL

2.) Advance version

Note: Due to a limitation in Shopify, you can't be able to add custom tabs or custom menus to the native Shopify customer account page.

Step 1: Click on Advanced (embedded) version and click on Save & continue.

Step 2: Click on menu ordering and enable the tab/menu according to your needs.

Note: To check the details of the available tabs - Click here 

Step 3: There are 2 places where you can add the customer account:

1.) Profile

2.) Orders

1.) Profile - To add the customer account on profile page, go to Shopify admin >> Online store >> Customize >> Click on down arrow next to Home page >> Checkout and customer account >> Profile >> App block >> Advance customer account and click on Save.

2.) Orders page: To add the customer account on orders page, go to Shopify admin >> Online store >> Customize >> Click on down arrow next to Home page >> Checkout and customer account >> Orders>> App block >> Advance customer account and click on Save.

The customer account will now appear in Shopify’s new customer account interface under the Orders/Profile page.

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