Upgrade to Loyalty Points Version 2

Mel

Published: October 23, 2018 15:07

Updated: January 28, 2020 19:40

Loyalty Points
1.0 - 2.0
Advanced Liquid coding knowledge required
30+ Minutes

Warning!

This article requires technical knowledge and prior experience with Liquid code. If you are not comfortable with this, please contact our Merchant Success team for further assistance. Please note that you are not able to go back to Version 1 once you upgrade.

Overview

Loyalty Points offers a new version of the app for download. If you're currently using the original version of Loyalty Points, you can now upgrade to Version 2.

Note: To update your current version of Loyalty Points, you'll need to uninstall your current version and re-install the new version. This guide is separated into these two parts.

To update your app version, please follow these steps:

Step 1: Removing the App

From Shopify's admin, select Apps.
Select Bold Loyalty Points.
Select Customers.
Select Export.
Select the CSV file and open with Excel or comparable software.
Note: We strongly suggest making a copy of this exported file. The next step will instruct you to delete information from this export.
Delete all columns, except:
- Email Address
- Points Balance
Change the Email Address and Points Balance fields to Email and Balance.
Select Save.
Navigate back to Loyalty Points and select Program Settings.
Select Base Reward Points.
Note your reward point values.
Note: We suggest recording these in a notepad or similar software. These values will become important when you set up your loyalty program in version 2.
Select Settings.
Select Global Settings.
Select the toggle switch on the "Program is active for this shop" button to disable your loyalty program.
Select Save.
Contact our Merchant Success team and request a code removal.
From Shopify's admin, select Apps.
Next to "Bold Loyalty Points", select Delete.
Select Uninstall.

Version 1 has now been successfully removed from your store.

Step 2: Installing the New Version

To continue upgrading to Version 2, please follow these steps:

From Shopify's admin, select Apps.
Select Visit Shopify App Store.
Enter "Bold Loyalty Points" in the search bar.
Select the search icon.
Select Bold Loyalty Points & Rewards.
Select Add app.
Select Log in.
Select Continue With Latest Version.
Select Install app.
Note: The app will default to the "Free" plan upon installation. Please visit Loyalty Points Price Tiers & Features for more information on each of the app's plan tiers.
Select Accept and Continue.
Set up a Loyalty Program.
Note: We strongly suggest leaving your program turned off until you're able to make additional edits in the next steps.
Import your Customers into Loyalty Points.
Guide to Get Started with Version 2.0.

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