Get Started with Loyalty Points

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Loyalty Points provides you with the ability to offer a robust loyalty program to your customers. They're able to earn points for their purchases and redeem those points for discounts on future orders, free shipping, or various other custom rewards.

Not sure how to get started with Loyalty Points? Here is a step-by-step guide to help you on your way:

Loyalty Points' easy to follow setup wizard helps guide you the process of configuring the basics of your loyalty program. You can specify the name of your program, what your reward "points" are called, and set up some introductory earning rules.

Visit Set up a Loyalty Program for a detailed guide on how to follow this process.

The earning rules are the meat and potatoes of your loyalty program. This is how your customers will gain points for specific actions with your program, such as signing up, making purchases, or promoting your store on social media.

Here's a more detailed breakdown of how these earning rules work:

  • Purchasing Product (per dollar) - Customers earn points based on the dollar value of each order they place on your site. We generally recommend either keeping this amount at one, or using a multiple of ten (e.g. 10, 100, 1000). This makes it easier for yourself, and your customers, to understand the value of their points.
  • Signing Up - Customers will earn points simply for subscribing to your loyalty program. We usually recommend providing enough points so that customers can immediately convert their points into an existing reward. This will potentially incentivize them to make their first purchase on the site.
  • Celebrating Birthdays - Customers are rewarded points every year that their birthday passes while they're subscribed to your loyalty program. Our recommended number of points to offer for this is based on your Average Order Value multiplied by the Purchasing Product value selected above.
  • Share on Facebook - Customers are provided points for sharing their purchases on Facebook. This is a great way to increase your following and potentially draw new customers to your site.
  • Share on Twitter - The same as the above but for Twitter. Both of the point values for these rewards should be based on how important social media presence is to your business.

Visit Edit your Earning Rules for more information on how to change these settings.

The reward tiers are the intervals at which your customers can claim their points for benefits from your program. The rewards can be a dollar amount or percentage off an order, free shipping, or you can create and fulfill your own custom rewards.

By default, our suggested return to your customers is roughly 2% of their purchase amount. Depending on your profit margins, you may want to offer more or less than this amount.

To help you decide how many points each reward should be worth, here's a simple table:

  1 Point Awarded per Dollar Spent 10 Points Awarded per Dollar Spent 100 Points Awarded per Dollar Spent
1% Loyalty Program 100 Points per $1 of Reward 1000 Points per $1 of Reward 10000 Points per $1 of Reward
2% Loyalty Program 50 Points per $1 of Reward 500 Points per $1 of Reward 5000 Points per $1 of Reward
5% Loyalty Program 20 Points per $1 of Reward 200 Points per $1 of Reward 2000 Points per $1 of Reward
10% Loyalty Program 10 Points per $1 of Reward 100 Points per $1 of Reward 1000 Points per $1 of Reward

Visit Create and Edit your Reward Coupons for more information on how to configure these coupon levels.

In addition to coupon rewards, you can choose to offer Custom Rewards and/or enable Buy With Points:

  • Custom Rewards - Customers can redeem their points for something other than a monetary-based reward. Some examples of Custom Rewards include:
    • A "limited edition" product you can include on the customer's next order for free.
    • Some customization you can add to an existing product.
    • A social media shoutout for customers who value online recognition.
    • The option to spend their points on a charitable cause.

    Visit Create and Edit your Custom Rewards for more information on how to create these reward levels.

  • Buy with Points - Customers are able to redeem their reward points on a direct point-to-dollar-amount ratio. The storefront widget allows them to select how much of a reward they'd like to redeem in real time. For example: they could convert 1,259 points into a coupon code for $12.59.

    Note: To let customers use their points directly at checkout, you can integrate Loyalty Points with our Bold Cashier app. Visit Loyalty Points & Cashier Integration for more information on this integration.

    Visit Set up and Enable Buy with Points for more information on this feature.

The widget is your customer's portal to accessing the loyalty program. You can customize the look and feel of your loyalty widget to better match your store's colours and branding.

Here are the ways in which your loyalty widget can be adjusted:

  • Colours - This will adjust the actual colour scheme the widget uses on the storefront. We recommend matching the "Accent Colour" to your store's primary colour. Once this is selected, you can change the foreground and background colours to find the right match for your site.
  • Display Settings - These settings are the overall appearance of where and how the widget will show up on the site:
    • Select a "Widget position" that won't interfere with the other widgets on your site.
    • Choose an aesthetically pleasing option for the "Widget style" that will draw your customers to open the loyalty portal.
    • Pick a "Logged in appbar greeting" to present your customers with a welcoming message or custom icon.
    • "Hide widget on mobile devices" if you're already using several other site widgets that may interfere with how the app displays on the store's mobile version.
    • If you're on a paid plan tier, you can also choose to "Remove Bold branding" if you don't wish to show our logo on your loyalty widget.
  • Custom Styling - This allows you to select custom margins and border radiuses for how the widget shows on your site. You can also increase the page depth (z-index) to have the widget display in front of specific elements of your site.
  • Widget Positioning - Your site layout may require you to use different positioning for the widget on mobile devices. This section allows you to adjust this placement.
  • Custom Icons - From here you're able to change each of the icons that are displayed within the widget; you can even use animated gifs. 

Visit Customize your Storefront Widget for detailed instructions on how to change the widget's styling.

Your customers can be notified of several events that take place with your program. This gives you an opportunity to engage with active customers and enhance your store's branding even further.

We recommend customizing the colour, text, and logo in your email notifications. Here are some of the ways the email notifications can be adjusted:

  • Edit an email by selecting the ellipsis beside the desired email, then select Edit Template.
  • Colours can be adjusted by selecting Tools, then Source Code.
    • From here you'll have to search for your desired colour codes to adjust.

      Visit W3 Schools - HTML and W3 Schools - CSS for more information on how to find and adjust this code appropriately.

  • To add a custom logo, we recommend uploading an image to your Shopify store first, then copying the URL for that image.
    • You can select Insert, then Image to paste your image into the email template through the "Source" field. Make sure to update the image dimensions as well so it fits in your email properly.
  • Personalize the verbiage used in each of the templates. We use generic text for these emails so make sure you change them to match your store's message and branding.

Repeat these steps for each email you'd like to send to your customers. Visit Customize your Email Notifications for a visual guide on how to change these templates.

Loyalty Points allows you to use your own verbiage/terminology when displaying program information to your customers. You can also customize these settings to explain your program in an entirely different language. 

Visit Customize the Language Settings for more information on how to change this within the app.

Customer Tiers make it easy to reward more loyal customers by offering enhanced earning ratios, giving them bonus points, or setting customer tags that can be used by other Shopify apps (such as Bold Memberships).

Visit Create and Edit your Customer Tiers for more information on how to set up and adjust these rules.

At this point you should have a fully functional loyalty program. To activate your widget, select Settings, then Program Settings to enable the program if it isn't already live. You're also able to publish the widget on different themes for testing purposes.

If you're satisfied with your widget and configuration, we recommend letting existing customers know about your program. Select Dashboard, then Start Process under the "Retroactive Points" header to award points for purchases that have been previously made on the site. This will also let these customers know they have points and will introduce them to your program.

Once you're ready, you can create campaigns to encourage additional purchases on the site. Campaigns allow you to offer bonus points, or point multipliers to your customers during a specific time frame.

Visit Create and Edit your Campaigns for more information on this feature.

 

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