Upgrade to Loyalty Points Version 2

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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.

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.

Here's how to update your app version:

  1. From Shopify's admin, select Apps.

    Select Apps

  2. Select Bold Loyalty Points.

    Select Bold Loyalty Points

  3. Select Customers.

    Select Customers

  4. Select Export.

    Select Export

  5. 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.

    Select CSV File

  6. Delete all columns, except:
    • Email Address
    • Points Balance

    Edit CSV File

  7. Change the Email Address and Points Balance fields to Email and Balance.

    Edit Name Fields

  8. Select Save.

    Select Save

  9. Navigate back to Loyalty Points and select Program Settings.

    Select Program Settings

  10. Select Base Reward Points.

    Select Base Reward Points

  11. 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.

    Note Point Values

  12. Select Settings.

    Select Settings

  13. Select Global Settings.

    Select Global Settings

  14. Select the toggle switch on the "Program is active for this shop" button to disable your loyalty program.

    Select Active Program

  15. Select Save.

    Select Save

  16. Remove Version 1's liquid coding.

    Note: The link above will take you to Loyalty Points Version 1's install instructions. If you are not comfortable with liquid coding, please contact our Merchant Success team for assistance with this step.

  17. From Shopify's admin, select Apps.

    Select Apps

  18. Next to "Bold Loyalty Points", select Delete.

    Select Delete

  19. Select Uninstall.

    Select Uninstall

That's it! Version 1 has now been successfully removed from your store.

To upgrade to Version 2, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select Apps

  2. Select Visit Shopify App Store.

    Select Visit Shopify App Store

  3. Enter "Bold Loyalty Points" in the search bar.

    Enter Bold Loyalty Points

  4. Select the search icon.

    Select Search Icon

  5. Select Bold Loyalty Points & Rewards.

    Select Bold Loyalty Points

  6. Select Add app.

    Select Add App

  7. Select Log in.

    Select Log In

  8. Select Continue With Latest Version.

    Select Continue With Latest Version

  9. Select Install app.

    Select Install App

  10. Choose Select Plan on the plan that fits your store's needs.

    Note: Visit Price Tiers & Features for more information on the app's plan tiers.

    Choose Select Plan

  11. Select Approve charges.

    Select Approve Charges

  12. Select Accept and Continue.

    Select Accept And Continue

  13. Setup a Loyalty Program.

    Note: We strongly suggest leaving your program turned off until you're able to make additional edits in the next steps.

  14. Import Customers in Loyalty Points.
  15. Get Started with Loyalty Points.

That's it!

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