Customer accounts

Customer account blocks are Checkout Buddy blocks for Shopify’s new customer accounts: the pages customers see after they log in to check their orders and manage their profile. Use them for welcome codes, store credit and VIP status, profile questions, help with an order, and B2B balances. You manage them on the Customer accounts tab on the Customizations page in Checkout Buddy.

They’re for the account pages only. For the thank you page, right after buyers pay, use thank you page blocks.

What they need:

• Shopify plan: any except Starter. No Shopify Plus needed.
• Customer accounts: Shopify’s new customer accounts, not legacy accounts.
• Checkout Buddy plan: any. On Free, an account block is your one customization; Deals & Rules and Buddy include as many as you need. See plans.
• An app block: the Customer accounts app block, added once to each page you use in Shopify’s checkout and accounts editor. Order buttons and company profile blocks don’t need it. See set up account blocks.

Blocks

Group	Blocks	Guide
Content	Banner, Card, QR code, Quick links, FAQ	Content blocks
Offers	Product offers, Discount code	Offers
Loyalty and credit	Store credit, VIP status	Loyalty
Profile data	Profile fields	Profile fields
Orders and self-service	What happens next, Order link button, Get help with an order, Buy again with choices, Request a change, Product registration, Return window, Order guide	Order buttons and order blocks
B2B	Balance and payment terms, Documents and account manager	B2B

Text in almost every block can greet the customer by name or show their order count, store credit and more. See personal text.

Set up account blocks

The Set up customer account blocks guide at the top of the Customer accounts tab ticks off each step as you finish it, and goes away once they’re all done. To hide it sooner, click the X at its top right. That hides it in this browser, for this store.

1. Use new customer accounts. Blocks only show in new customer accounts. If your store still uses legacy customer accounts, click Open settings and switch in Shopify under Settings → Customer accounts.

2. Add your first block. Click Browse customizations, or Create customization at the top of the page. Both open the Select customization page on its Customer accounts cards. Choose a block type’s card, then Start blank or a template. See add a block.

3. Publish a block. New blocks start as drafts. In the block, turn on the switch in the Status card so it says Published, then save.

4. Add the app block to account pages. Click Open editor to go to Shopify’s checkout and accounts editor. Switch to each page you made blocks for (Profile, Orders or Order status), add the Customer accounts app block (under Checkout Buddy) where you want your blocks, and click Save. Once per page is enough. It shows every published block made for that page, including blocks you add later. For announcements or footer blocks, add it to the announcement bar or the footer too. Until every place with blocks has it in your saved setup, this step names the places still missing it.

Order buttons and company profile blocks need no app block: Shopify adds them on its own. Order status blocks can also go inside Shopify’s own cards on that page: see Order status sections.

Screenshot needed

The Customer accounts tab on the Customizations page in Checkout Buddy, with the Set up customer account blocks guide, its first step ticked, and an empty block table below it

Store that uses new customer accounts and has approved the app's permissions, but has no account block yet.

Blocks also need permission to read and save customer data. Shopify asks for it when you install Checkout Buddy, and when you open it after an update. If your store hasn’t approved it yet, the tab shows Approve customer account permissions. Close Checkout Buddy, open it again, and approve the update Shopify asks for. See app permissions.

If you hid the guide and your store still uses legacy customer accounts, the tab warns you with Your store uses legacy customer accounts.

To see your account pages as a customer, use the link at the bottom of the Settings card on the Customer accounts tab.

Where blocks can go

When you edit a block, Where it shows lists the places that block type can go.

Place	What it is	Added in Shopify’s editor
Profile	Where customers manage their name, addresses and preferences	Yes
Orders	The page customers land on: their order history	Yes
Order status	One order: tracking, items and payment	Yes
Announcement bar	A one-line message at the top of the Profile, Orders or Order status page	Yes
Footer	At the bottom of every account page	Yes
Company profile	Under the company details B2B customers see on their profile	No
Order button	A button in each order’s actions, on the Orders and Order status pages	No

Each block goes in one place, which you pick under Where it shows. Every page, the announcement bar and the footer show their blocks in the Customer accounts app block, which you add once to that place in Shopify’s checkout and accounts editor. Order buttons and company profile blocks need nothing added: Shopify adds the button to each order’s action menu, and shows company profile blocks under the company details on its own. See set up account blocks and where it shows.

Which pages each block type can go on

Block type	Profile	Orders	Order status	Order button	Announcement bar	Footer	Company profile
Banner	✓	✓	✓		✓	✓	✓
Card	✓	✓	✓			✓	✓
QR code	✓	✓	✓
Quick links	✓	✓	✓			✓	✓
FAQ	✓	✓	✓				✓
Product offers	✓	✓	✓
Discount code	✓	✓	✓		✓
Store credit	✓	✓			✓
VIP status	✓	✓
Profile fields	✓
Order link button			✓	✓
Get help with an order			✓	✓
Buy again with choices			✓	✓
Request a change			✓	✓
Product registration	✓		✓	✓
What happens next			✓
Return window			✓
Order guide			✓
Balance and payment terms		✓					✓
Documents and account manager		✓					✓

Block types that only go on some pages say why under Where it shows. For example, Order link button says “Opens a link for one order, so it only goes on order pages. For a link on Profile or Orders, use a Card or Quick links.”

Add a block

On the Customer accounts tab, click Create customization. The Select customization page opens on its Customer accounts cards, one for each block type. Cards are named like the Type column on the tab, such as Banner, Discount code or Order link button. Each card shows the pages that type can go on and how many templates it has, for example “Start blank or from 3 templates”. Click All at the top to see checkout blocks and functions too.

Narrow the cards with the search field, or with the groups above them, such as Offers and upsells, Loyalty or Order help. Only groups that have cards for the tile you picked show. Search also finds a card by its templates’ names: searching “review” finds Order link button.

Choose a card, and a window named after the block type shows Start blank first, then its templates under Or start from a template:

• Start blank starts from the block type’s defaults, named after the type.
• A template has the block’s content, page and conditions already filled in. The new block is named after the template, so a block made from Write a review shows on the tab with the name Write a review and the type Order link button.

Either one opens the block editor, and everything can be changed before you save.

Card	Template	Page
Banner	We miss you	Announcement bar, on Orders
	Shipping delay notice	Announcement bar, on Order status
	Credit expiring soon	Announcement bar, on Orders and Profile
	VIP perk	Orders
	Complete your profile prompt	Orders
Card	How we use your data	Profile
QR code	Get our app	Orders
Quick links	Quick links	Profile
FAQ	Order FAQ	Order status
Product offers	Time to reorder	Orders
	Complete the set	Order status
Discount code	Next-order discount	Orders
	Refer a friend	Profile
	Birthday treat	Orders
Store credit	Store credit balance	Profile
VIP status	VIP status	Profile
Profile fields	About you	Profile
	Communication preferences	Profile
Order link button	Write a review	Order button
Get help with an order	Get help with an order	Order button
Buy again with choices	Buy again with choices	Order button
Request a change	Request a change	Order button
Product registration	Product registration	Order button
What happens next	What happens next	Order status
Return window	Return window	Order status
Order guide	Care and setup guide	Order status
Balance and payment terms	Balance and payment terms	Company profile
Documents and account manager	Documents and account manager	Company profile

Your account blocks

The Customer accounts tab lists your account blocks in a table, with each block’s ID, Name, Status (Published or Draft), Type, Page and when it was updated. Search by name, type or ID, filter by status or type, and sort the list. The table and its filters show even before you have a block. Click a block to edit it.

Edit a block

The block editor has these cards:

Card	What it’s for
Name	Only you see this. It names the block in your lists.
Content	The block’s text, buttons and settings. See the guide for each block.
Where it shows	The page, the block’s order, the page’s other blocks in order, and how to add the app block in Shopify’s editor. See where it shows.
Who sees it	Conditions. See who sees it.
Translations	Text for your other store languages. See translations.
Status	Draft or Published.
Preview	A live preview with sample customers.
Recommended tips & guides	Links to the block’s guide and related help: placing the app block, personal text like {{ firstName }}, conditions and troubleshooting.

Save with Shopify’s save bar. Duplicate, at the top of the page, copies the block as a new draft. Delete block, at the bottom, removes it: customers stop seeing it right away, and answers and requests already saved on customers and orders stay.

Heading position

Blocks that show in a card, like Quick links, FAQ or Store credit, have a Heading position under their heading in Content:

• Above the card (the default): the heading sits above the card, as Addresses and Payment methods do on the profile page.
• Inside the card: the heading is the first line inside the card.

Banners, announcements, Card blocks and blocks in the footer don’t have it.

Draft and published

New blocks, duplicates and imported blocks start as Draft: only you see them, in the preview. Turn the Status switch on to Published and save, and customers see the block.

Preview

The Preview shows the block on a sketch of its account page, for one of four sample customers:

Sample	Who they are
New customer	Signed up 3 days ago, no orders
Returning customer	4 orders, store credit, birthday this month
VIP	Tagged vip, 12 orders
B2B buyer	Acme Inc, on payment terms

The preview runs the block’s conditions and personal text the same way your account pages do. When a sample customer wouldn’t see the block, a notice such as “Hidden for this returning customer” shows the conditions that hide it. Forms in the preview work, so you can try a form’s logic; nothing is saved. If your store has more than one language, pick one at the top of the preview to see a translation. Your store’s colors, fonts and corners apply on the real page.

Where it shows

Setting	What it does
Page	One page, from the places this block type can go. See which pages each block type can go on.
Show the announcement on	For announcements: Orders, Profile and Order status. Choose at least one.
Where on the page	For Order status: Where you add the app block (the default), or inside one of Shopify’s cards: Under shipment details, Under unfulfilled items, Under payment details or Under return details. See Order status sections.
Order on the page	Lower numbers show first; equal numbers show oldest first. Not for announcements and order buttons.
Order	For announcements and order buttons: when several match, the lowest number shows, then the oldest.
Space below	None, Small, Medium or Large. Not for announcements and order buttons.

The card also shows:

• Where the Customer accounts app block goes for this place, with Open Shopify’s editor. Order buttons don’t need it.
• Blocks on the [page] page, in order, when a page has more than one block: every block for that page, with its ID, in the order customers see them. Not for announcements and order buttons.
• An Advanced line about Block IDs, with this block’s ID, for blocks on the Profile, Orders and Order status pages.

To check that a place has the app block, see a block isn’t showing. If you haven’t hidden the setup guide on the Customer accounts tab, its Add the app block to account pages step names places with blocks that are missing it.

Which blocks show

On the Profile, Orders and Order status pages, the Customer accounts app block shows every published block made for that page whose conditions match the customer. They’re stacked by Order on the page, lower first, then oldest first.

Announcements show in the app block in a page’s announcement bar. It shows one announcement: the first made for that page whose conditions match, by Order, then oldest first. One that comes out empty for this customer, such as personal text with no value, is skipped.

Order buttons need no app block: Shopify adds the button to each order’s action menu. Each order gets one Checkout Buddy button: the first order button block that matches, by Order, then oldest first. See order buttons.

Order status sections

An Order status block can show inside one of Shopify’s own cards on the page instead of with the page’s other blocks. Pick it under Where on the page:

Choice	Where customers see it
Under shipment details	In each shipment’s card, under its tracking. An order shipped in two parts shows it twice, once per shipment.
Under unfulfilled items	In the card of items that haven’t shipped yet.
Under payment details	In the payment card, under the payment status.
Under return details	In each return’s card, once the customer has asked for a return.

For example, a delivery FAQ under the shipment details, a bank transfer note under the payment details, or what happens next under a return. Blocks there have no card of their own, since they’re already inside Shopify’s card. A card only shows when the order has it: an order with nothing shipped has no shipment card.

In Shopify’s checkout and accounts editor, these places are listed under Payment status and Order status on the Order status page. Add the Customer accounts app block to each one you use. It shows every published block made for that place, by Order on the page.

Footer blocks show in the app block you add to the footer. Add it once, and it shows on every account page. Company profile blocks need nothing added: Shopify shows them under the company details B2B customers see on their Profile page, because its editor has no place for an app block there. Both show every block made for that place whose conditions match, by Order on the page.

Block IDs

The Customer accounts app block has one setting, Block IDs. Leave it empty to show every block made for the page, or for the footer. That’s all most stores need.

To split a page’s blocks across positions, for example some above the order list and some below, add another Customer accounts app block where you want it, and list block IDs in its Block IDs, separated by commas, such as 12, 15. It shows only those blocks, in that order, and only ones made for that page. Each block’s ID is in the ID column on the Customer accounts tab.

More than one app block on a page

Give every app block on that page Block IDs. An app block with an empty Block IDs shows every block for the page, so blocks can show twice.

Block IDs here is only for customer accounts. In checkout, the Content app block has its own Block IDs, and the Checkout Buddy (v1) app block uses Fixed block ID and Multiple block IDs.

Notes in Shopify’s editor

In Shopify’s checkout and accounts editor, the app block can show a note, Checkout Buddy (only you see this). Customers never see it. It tells you when:

• No published blocks are made for the page, the footer or the company profile yet.
• A block listed in Block IDs doesn’t exist, is a draft, or is made for another page.
• Block IDs is used, as a reminder to give every app block on the page Block IDs.
• Blocks are hidden because their conditions don’t match the customer the editor previews with.
• Customer account blocks are turned off. See turn every block off.

Who sees it

Choose Everyone who opens the page, or Only customers who match conditions and click Add condition. Search the list or pick a condition from its group.

• Conditions in the same box are joined with or: the block shows if any of them matches. Click Or… to add one.
• Boxes are joined with and: every box must match. Click And… to add a box.

Above the conditions, a sentence sums them up, for example “Shows when number of orders is more than 0, and customer tags has any of vip.”

Number conditions compare with is more than, is less than, is exactly or is not.

Group	Condition	What it checks
Customer	Customer tags	has any of or has none of the tags you list, separated by commas. Matching ignores capitals.
	Days since account created	Days since the customer’s account was created.
	Customer metafield	A customer metafield’s value: is, is not, contains, doesn’t contain, has a value, is empty, is more than, is less than. Enter its Namespace and Key. The metafield needs a definition in Settings → Custom data. Saving the block lets customer accounts read it.
Orders and spend	Number of orders	Orders that weren’t cancelled.
	Total spent	The total of their orders that weren’t cancelled, in your store’s currency. Orders paid in another currency are converted at the rate of their payment.
	Days since last order	Customers without orders don’t match.
	Has bought	any of or none of the products you choose, in their 20 most recent orders.
	Has bought a product type, Has bought from a vendor, Has bought a product tagged	any of or none of the types, vendors or tags you enter, in the same orders. Add each type or vendor on its own, so a name with a comma like Acme, Inc. stays one name. Capitals don’t matter.
	Has bought from a collection	any of or none of the collections you choose, in the same orders. Only collections on your online store count.
Profile	Profile fields not filled in	A Required field in a published Profile fields block is empty, or any field when none is required.
	Profile fields filled in	Every required profile field the customer can see has an answer.
	Birthday is this month	A date metafield, such as the Birthday profile field (checkout_buddy.birthday), is in the current month.
Store credit	Store credit balance	Their store credit balance.
	Store credit expires within	Some of their store credit expires within the number of days you enter.
B2B	Is a B2B customer, Isn’t a B2B customer	Whether the customer is a contact of a B2B company.
	Company	is any of or is none of the company names, location names or company IDs you list.
Language and country	Language	Language codes, such as fr, de. “fr” also matches “fr-CA”.
	Country	Two-letter country codes of the market they browse in, such as CA, US.
Schedule	Date	is after or is before a date, in the customer’s time zone. “After” starts the next day. Add both to show a block between two dates.
This order	Fulfillment status, Delivery status, Payment status	The order’s status. Delivery status is the latest tracking event; orders without tracking have none.
	Hours since ordered, Days since delivered	Time since the order was placed or delivered. Orders that haven’t been delivered don’t match Days since delivered.
	Contains, Product type	Products or product types in the order.
	Order total	The order’s total.
	Has a subscription, Doesn’t have a subscription	Whether an item was bought as a subscription or pre-order. Order status page only, because Shopify doesn’t share subscriptions with order buttons.
	Isn’t cancelled, Is cancelled	Whether the order was cancelled.

Conditions under This order are only offered for blocks on the Order status page, order buttons, and announcements shown on the Order status page.

Counts and spend come from the customer’s 500 most recent orders from the last 60 days, because Shopify doesn’t let apps see older orders yet. So Days since last order never goes above 60: “more than 90 days” doesn’t match anyone. The We miss you template checks more than 90 days, so lower it to under 60 before you publish it.

Translations

Each block has its own Translations card. Pick a Language (each shows how many of the block’s texts are translated) and fill in the fields. Leave a field empty to show your default text.

• Customers see the translation for their language: an exact match such as French (Canada) first, then the language on its own.
• Personal text works in translations the same way.
• Links, discount codes and the choices in Profile fields aren’t translated. Profile field choices are the values Shopify checks and saves, so they stay the same in every language.
• Text Checkout Buddy adds itself, such as Copy code or Pay now, comes in English and French. Other languages show it in English.

If your store has one language, the card says so. Add a language in Shopify under Settings → Languages and publish it to translate blocks.

Turn every block off

In the Settings card on the Customer accounts tab, turn off Show Checkout Buddy blocks in customer accounts to hide every block at once. Your blocks are kept. While they’re off, the tab shows Customer account blocks are turned off; click Turn on to show them again.

Export and import

In the Settings card, Export blocks downloads all your account blocks as one file, with their content, placement, conditions and translations. Use it as a backup or to copy your setup to another store.

Import blocks adds every block in a file exported from this tab. Imported blocks start as drafts, so check them in the preview and publish the ones you want. The file only holds account blocks, not checkout blocks, functions or thank you page blocks. On the Free plan, an import adds only what’s left of the plan’s one customization.

Plans

Checkout Buddy plan	Customer account blocks
Free	Count as the plan’s 1 customization: one checkout block, function, thank you page block or account block in total. Every account block type works on Free.
Deals & Rules	Included, as many as you need.
Buddy	Included, as many as you need.

Customer account blocks work on every Shopify plan except Starter, and stores on any of those plans can choose Deals & Rules. Account blocks were on the Thanks & Accounts plan until November 11, 2026. Stores on it keep it, with everything in Deals & Rules. When your plan has no room for another account block, the tab shows Free plan limit reached, asks you to upgrade your plan and suggests one, such as the Deals & Rules plan. See plans and billing.

Things to know

• Not on Shopify Starter. On Shopify Starter, customer accounts don’t show app blocks. If your store moved to Starter after making some, the Customer accounts tab stays so you can turn them off or delete them. They show again on Basic or higher.
• New customer accounts only. Blocks don’t show in legacy customer accounts.
• Blocks are for logged-in customers. Customers who open an order status page from a link without logging in only see blocks that don’t need their details, and forms ask them to log in first.
• One order button per order. Shopify allows one button per app on each order. See order buttons.
• One app block per page. The Customer accounts app block shows every block made for its page. Add a second one only to split blocks across positions, and then give every app block on that page Block IDs. See block IDs.
• One announcement per page. Only the first matching announcement that isn’t empty shows.
• Approve the permissions first. Blocks read and save customer data with them. Until you approve them, the Customer accounts tab shows Approve customer account permissions, and saving some blocks, such as Profile fields, fails with a message asking you to.
• Saving sets up metafields. When you save a block, Checkout Buddy creates or updates the Shopify metafield definitions it needs, such as the ones that hold profile field answers and customer requests.
• Analytics counts Product offers only, with Record sales for Analytics on, on its Customer accounts tab. Other account blocks aren’t listed. See analytics.
• Products are saved by their Shopify ID. After importing blocks into another store, choose the products again in Product offers and in Has bought and Contains conditions.