Set up a successful loyalty program
Enabling customer accounts on Shopify admin
19 April, 2022Understand customer actions
19 April, 2022Set 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
Note: Free product and POS discounts are available in our Starter plan. To try these features, check out our plans here.
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 FAQ: How your customers redeem points
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 Branding tab, including options to customize the Theme, Widget icon, Widget text, Loyalty page and Email
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.
Related FAQ: Name your reward program
