Set up a successful loyalty program

Set up a successful loyalty program

Enabling customer accounts on Shopify admin

Customer accounts must be enabled on your Shopify store admin so that customers can create accounts on your store and become members of your loyalty program.

On the Shopify admin homepage, click on Settings > Checkout and account.

In the Customer accounts section, click on Show login link in storefront and checkout and Classic customer accounts. Once done with your settings, click Save.

Set up a successful loyalty program

The essential part when building a successful loyalty program is to set up rules cleverly to encourage your customers to spend more to earn more.

Here are 3 steps you should follow to ensure that your loyalty program will proceed smoothly.

1. Set up earning points rules #

In order to set up ways for your customers to earn points, you can refer to the Point programs tab > Earn points .

All the earning-point rules are divided into 2 sections, including:

  • Active: Contains all the rules you enable for your loyalty program

  • Inactive: Contains all the rules that you disable for your loyalty program

You can also put rules into different groups by clicking Filter, there are 4 groups, including:

  • Customer account: All rules related to managing your customer account

  • Purchase: All rules related to purchase

  • Social: All rules related to social media platforms

  • All: Every point-earning rule

This table contains all point-earning actions we currently have for you, including the earning limit and the points we would like to recommend for each action:

Related FAQs: How your customers earn points, set up point-earning actions & referral program

2. Set up referral program

To allow customers to refer your store, you can set up referral program to let them earn points when they make a referral.

From the Dashboard > go to Point Programs > Referral program

Click the Edit button to start setting up Referral program. The Referral program status button should be turned on only after all rules have been set up and saved.

3. Set up redeeming points rules #

Please go to the Redeem points tab > Click the Add more button to add more ways to redeem points.

Redeeming rules are divided into 2 sections, including:

  • Active: Contains all the rules you enable for your loyalty program

  • Inactive: Contains all the rules that you disable for your loyalty program

There are 6 ways for you to choose:

  • Amount discount

  • Percentage discount

  • Free ship

  • Free product

  • POS amount discount

  • POS percentage off

For this part, you need to pay attention to decide how many points each reward is worth. For example, for amount discount rewards, we would recommend you to choose the increment of points option and use the equation 100 points = 1$.

Related FAQs: How your customers redeem points & set up point-redeeming actions

3. Customize program branding #

Customizing your reward program’s appearance to match with your brand identity is significant to impress customers. You can find various options to customize it in the Appearance tab, including options to customize the Theme, Widget icon and Widget text.

We would highly recommend you to insert your brand’s exclusive images, icons, logos and photos so that your customers can easily recognize and remember you.

Understand customer actions

Wonder how your reward program works from your customers’ perspective? We will give you the insight of your customers point of view in this FAQ.

1. How your customers earn points #

When customers visit your store for the first time, they will see the reward program icon show up on their screens. When they click that button, the widget will appear that has an option for them to join or sign in as members of your loyalty program.

The Earn points in the widget shows all point-earning rules you set up from your end, and the button next to each rule leads your customers to do the exact actions you want them to. For example, for the action Complete an order, we put the button Purchase there. When customers click that button, they will be directed to the corresponding page to complete the action and earn points.

Related FAQs: Set up a successful loyalty program & set up point-earning actions

2. How your customers redeem points #

When customers accumulate a certain amount of points, they can redeem their points by following the rules in the Redeem points tab. After successfully exchanging points for some specific coupons, customers can see and manage the rewards they have in the My rewards tab and directly use them there by clicking the Use it now button.

Related FAQ: How to enable, disable, edit & add “Redeem points” rules

3. How your customers use referral program #

Each member of your loyalty program has a specific referral link. When your customers sign up/log in to the reward program, they can check for the referral link in the Referral program tab and use it to refer your store to their families and friends. Our system can distinguish those link. After the referred friend registers an account, purchase an item, and that order is fulfilled in your Shopify admin, our system will give rewards to the referrer and the referred friend.

Related FAQ: Set up referral program & How to test the referral program

4. How customers can see their points #

After your customers sign in, they will be able to see the point total they have in the My balance tab, as well as all activities they do when they interact with your store that accumulate points. If you manually adjust points for them in the Customers tab in your end, that action will also be recorded there.

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