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Getting Started with Loyalty Points (Progress Bar)

The Loyalty Points app allows you to reward your customers for making purchases at your store. Points are awarded based on the items users have paid for, and can be redeemed for free merchandise when enough have been accumulated. The app can incentivize customers to select certain products, retain them for future purchases and increase their average cart value. When you get into the app you will see a progress bar which will help guide you in setting up your own Loyalty Program.

 

Setup

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A liquid code update is required for this app. Instructions to integrate the app with your theme are available here.

When the app is initially launched, prompts will display to configure settings and parameters specific to your store's loyalty program. The Setup Progress Bar helps to guide store owners through this process.

 

Global Settings

Program is active for this shop is a global setting that enables or disables the point program for the store.

Status options allow you to permit customers to earn and redeem their points on your store.

Orders can be excluded from point earnings by adding the bold_points_exclude tag to them. All orders created using the Shopify order completion function can also be excluded if desired.

Program contact information includes details that are provided to customers who have questions about the loyalty program. This defaults to the store owner's information as provided in Shopify, but can be edited as necessary (useful if you have a customer service department).

 

Program Details

Program details define the wording that will be used to refer to your loyalty program. The names of both the loyalty program as a whole and the points are defined in this section. A loyalty program description should also be entered.

A link to the program details is strongly recommended; this often includes terms and conditions, exclusions from the program and other logistical information about redemptions will be processed. You can create a Shopify page that contains this information.

The program logo is displayed on the customer account page and will be part of the branding of your program. This can be a custom logo for your program or simply your store's logo.

 

Base Reward Points

This section determines the ratio at which your base/default tier customers will earn and redeem their points. This effectively defines the cost of your rewards program per sales dollar; if customers earn points at an example ratio of 2 per dollar spent and can redeem them at a rate of 50 points per dollar (making the value of a point for redemption $0.02), your loyalty program will cost $0.02 (value of point redemption) * 2 (number of points per dollar spent) = $0.04 per sales dollar. 

The Base Tier Status option determines whether customers on the base tier earn points. This is useful if program members need to be at a certain tier to be part of the loyalty program (ordinarily, all users with customer accounts will be included).

Points expiry indicates the number of days that points earned will be active on a customer account before expiring. For example, if set to 90, points from purchases 90 days in the past will be expired and deducted from the customer's account.

Number of days before points can be used indicates the time period after orders during which points earned cannot be redeemed. This is generally used when a store has a returns policy in place and prevents customers from redeeming points earned from purchases and then returning those products.

 

Display Settings

Display Settings determine wording and styling for the app's display assets. For more information, see the Display Settings reference.

 

Migration

The Migration tab allows you to import historical data and use it to assign points.

CSV import

Spreadsheet imports allow you to import data from another loyalty points app to be used with your new system and program. To ensure accuracy of the information received and processed by the app, it is important to correctly specify the column headings using the text boxes. Point balances, as well as tags (which will be assigned to imported customers) can also be included in the file. The file should look as below, and be saved as a comma-separated values (.csv) file using your spreadsheet editor.

When customers are imported, the app will automatically generate Shopify customer accounts for those customers that have not yet registered. The Send invite emails when creating customer accounts in Shopify will send messages with an activation link for accounts that have been generated.

Retroactive Orders

This function allows points to be assigned to orders retroactively; this is most commonly used for orders placed before the app was installed and started to award points. 

Using the calendar selector, choose a date range from which orders will be loaded. These orders will have points awarded to their associated customers at the base point ratio.

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