Loyalty Points

Loyalty Points turns a membership plan into an earn-and-redeem program. Members collect points automatically when they place orders via a flat amount per order and/or a rate based on how much they spend. Members also earn through bonus actions like joining the plan, celebrating a birthday, leaving a product review, or following the store on social media. Points convert to real money off: at checkout, members apply their balance (all of it, or a partial amount they choose) and the discount comes off the order automatically without the need of any discount codes being applied from your members.

Behind the scenes, points are awarded when an order is paid, and any active VIP tier multipliers or bonus-point campaigns are applied automatically. Refunds applied to orders automatically remove earned points from the refunded order, so loyalty points stay honest.

In this step, configure the billion options you would like your customers to choose from when subscribing to your membership plan.

If this option is chosen, you can set one or more billing options your customers can choose from when subscribing to your membership plan. Under Billion Option 1, configure the following options:

If you would like to offer multiple billing options to your customers, click Add Billing Option at the bottom and repeat the same steps as needed. You can offer up to 5 billing options per membership plan.

If this option is chosen, you can enter a customer tag or metafield to apply to the customer once they sign up for the membership plan. The tag or metafield you enter is then used with another application, such as Bold Subscriptions, on your store to determine how you bill your active members.

If this option is chosen, the membership plan will be free for all customers that sign up.

In this step, configure the rules for the Loyalty Points membership plan.

In the first section, choose how members earn points. You can either choose points per dollar spent or a percentage back. You can enter your dollar or percentage off in the next section or use the slide bar to choose a value you would like to set for your members. If you're uncertain what amount to use, a few examples are available at the top of the configuration page that can be chosen at either 1%, 3% or 5%.

Under Fine tune, you can set how much that members earn on their first reward. While this setting is optional, this can help incentivize your customers to purchase more on their first order and in return earn more points for the reward.

Under Live preview, this will show a visual example of what your loyalty points reward modal will appear as to your storefront members.

In this section, you can specify how many points need to be earned before customers can start redeeming points, as well as a maximum amount of points that a member can redeem at a time. Setting a minimum and maximum can help ensure customers aren't creating multiple accounts if you are offering a larger reward for the first order.

If you would like to set an expiry for earned points, enable the checkbox in this section and specify the expiration timeframe by months and enter an expiry warning.

This allows you to set a hold of when the points are applied to each member order after the order is paid. If you would like points to be applied immediately once the order is purchased, leave the field empty.

In this setting, you can enable other ways members can earn points outside of purchasing orders. The following options are available:

Enable the options you would like and set the amount of points earned for each option. If Social follow is enabled, you can set whether each follow needs to be manually approved or is automatically approved after 15 minutes. You also need to enter the link in which your members need to follow for each of your social media channels.

This setting allows you to offer higher tiers for more frequent active members. To enable VIP tiers, enable the checkbox next to Enable VIP tiers and set as many tiers as needed, along with the rules for each tier created.

In this step, configure the details of the membership plan that your customers see on your storefront.

Enter a title for your membership plan. The title used will be visible to your storefront customers.

Enter a description for your membership plan, such as what benefits you are offering, your available price plans, etc.

You can upload or choose an existing image to display on your membership plan. If uploading an image, please ensure you upload an image type of JPG, PNG or WebP of a max size of 5MB and ensure the image size is 800 x 800 px.

If enabled, the membership plan will be available for new customers on the storefront. If disabled, the membership plan will not be visible on your storefront and existing members signed up to the plan will still remain active on the plan.

If enabled, customers can be signed up on the Shopify POS sales channel.

If you would like to gather more details from your customers during their initial member signup, click Add Registration Field and enter the label you would like your customers to enter in. For each registration field, you can set whether customers need to input an answer or choose from existing options in a dropdown format. For each registration field created, you can determine whether the field is required or optional by selecting the checkbox next to Required Field.

Click Add Registration Field and repeat the same steps for additional registration fields as needed.

In this step, you must ensure that the app embed block is enabled on your theme in order for the membership plan to appear to your customers. Click Open Theme Editor and ensure that the app embed toggle is active in your list of app embeds, then click Save at the top of the page.

In this step, you need to determine the title of the membership page that customers visit to purchase the membership plan and determine whether to create a new page or use an existing page to place the plan widget.

In this step, you can add an app block on the cart page that allows customers to see points to earn and redeem at checkout. Click Add Block to Cart Page in this step and place the app block next to where you would like the app block to appear.

In this step, you need to enable the Manage Memberships Portal that active customers can use to manage their membership afterward, such as pause, cancel or view their membership details.

Click Open Customer Account Settings and add the page by selecting the plus icon next to Manage Membership Portal.

In this step, you can add a list of benefits that appear next to the membership plan widget via a bullet list display style to help drive the incentive for new customer signups.