Here's a quick guide to get up and running with loyalty and rewards through account right away! This article includes:

  1. Enable Registrations on your Shopify Store

  2. Setup Reward Campaigns

  3. Customise Branding

  4. Enable Programs

Video Walkthrough

1. Enable Registrations on your Shopify Store

You will first need to make sure you have customer accounts enabled in your Shopify store settings. In order for customers to be able to earn & collect points, they need to be able to create customer accounts.

To do so, select Enable Registrations on the homepage of your dashboard.

This will take you to your checkout settings in Shopify. Ensure that under the Customer Accounts tab, the Accounts Are Required checkbox is selected. Hit save once you have done so.

2. Setup Reward Campaigns

There are a few ways you can reward your customers, this can be for actions they complete or referring your business to new customers. Let's start with creating some actions for your customers to complete.

Reward Scheme A: Earning & redeeming points

From the left side main menu, select Loyalty Programs then Earn & Redeem.

There are 4 steps you will need to take for the Earn and Redeem functionality that can be setup directly on this page.

Add ways to earn Points:

Setup the methods for how your customers can earn Points. You can reward your customers for completing actions such as making purchases, following your social media accounts and more.

By selecting the Add Options To Earn button, you'll be presented with a list of actions that your customers can take.

Select one and set a points reward to activate this particular action.

Repeat this process for all actions you would like your customers to take and be rewarded with. I suggest adding as many action points as possible, so your customer becomes a true advocate of your brand, whilst also being rewarded for doing so.

Add ways To Redeem Points:

Setup methods for how your customers can redeem their points, including discounts on future orders, free shipping and more.

Select the Add Ways To Redeem Points button and you'll be presented with a list of ways customers can redeem rewards.

Select one and follow the instructions to setup your first reward redemption method.

Repeat this process for all rewards you would like your customers to receive.

Points settings:

This section allows you to adjust points settings such as what your points are called.

I suggest renaming your points to something on brand, so it is a customised rewards program that your customers can take advantage of.

Points expiry:

Manage when points expire. Expiring points is an effective way to re-engage customers who haven't shopped with you in a while.

You are able to set an expiration date on your points to ensure customers take advantage of their rewards before a certain time limit.

Once you have completed the above steps, you can enable the program by toggling your Earn and Redeem page to Active.

Reward Scheme B: Referral Rewards

Referrals are a great way to attract new customers, by allowing your existing customers to refer their friends in exchange for rewards.

Reward customers & their friends:

Both sides get rewarded, the referrer and the referee. You can setup the rewards for referrals in this section.

You must have a Referred Friend Reward set for the Referral reward to display in your widgets. Select Add Reward for both Customers, and Friends and setup the reward you would like to provide for each of them.

You can set this up as you did with the Earn & Reward functionality above.

Once you have completed the above steps, you can enable the program by toggling your Referral's page to Active.

3. Customise Branding

Edit the way your loyalty program widget and emails look like. You may change colours so it matches your brand.

Email Branding

Emails are sent to your customers based on certain stages of the loyalty journey that they are at. These include:

  • Emails about earning & redeeming points:

    • Points earned

    • Reward redeemed

    • Birthday reward

  • Emails about referrals:

    • Friend receives reward

    • Customer receives reward

  • Misc

    • Point Expiry Warning

To edit these email templates, select Emails on the left hand side menu. Then select Edit on the email template you would like to design.

Within the email editor, you can design your email by changing the banner image, content and buttons:

An example of a designed email template would look something like the below:

I suggest going through and editing each email template you plan to use to stay on brand with your company. Once you had done so, be sure to toggle the email template to Active within the email editor to ensure these begin sending to your customers once the program was live.

Widget Branding

We offer two types of widgets; the Full Page Widget & the Floating Widget.

You can design the Full Page Widget if you select Widgets from the left hand menu, then hit Full Page Widget.

Once on this page, use the Page Settings menu to design the widget to meet your requirements, once you had done so, hit Save (don't worry, this won't activate the program onsite just yet).

Feel free to do so for the Floating Widget aswell by hitting the Floating button under Widgets on the left hand menu, which ever you prefer from a brand perspective.

4. Enable Programs

Once you had completed all of the above steps, head back to the Home button on the left hand menu and select Enable Programs.

You then have the ability to activate all parts of your program, and apply each of the widgets to your live site which will automatically be installed.

Good luck! and as always, if you have any questions about the platform, feel free to use the live chat in the bottom right of your dashboard.

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