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Setup a Loyalty Program

Loyalty Points now uses a setup wizard to help simplify the process of creating your loyalty program.

Here's how to navigate this set-up:

  1. Select Start Setup.

    Start Setup

  2. Enter your program name and change the name of your "points" (optional). Select Next Step in the bottom right corner.

    Change Program Info

  3. Adjust your earning actions and the points rewarded for each event (optional). Select Next Step in the bottom right corner.

    Note: By default, the app is configured to provide roughly 2% in rewards on purchases.

    Adjust Customer Reward Events

  4. Change your reward costs and the value for each (optional). Select Next Step in the bottom right corner.

    Change Reward Coupons

  5. Customize the display of your storefront widget (optional). Select Next Step in the bottom right corner.

    Note: You can select from the list of preset colours or use your own colours through the "Custom Theme" section.

    Storefront Widget

  6. Select Finish Setup.

    Note: The storefront widget is enabled by default. You can turn this off by selecting the toggle switch before you finish the set-up process.

    Finish Setup

That's it!

Next Steps: