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First-time setup ​

The Home page of the app shows a "Get Started" list with a tick next to each finished step. Work through it in this order.

1. Sync your products ​

Home → Sync your products, or Batches → Sync Products.

This copies your Shopify catalogue into the rewards system. You'll see "Products syncing started, Refresh to check products." Wait a few seconds and refresh the page.

Run this again any time you add products or change their details.

2. Create your loyalty tiers ​

At minimum, create one starter tier. Without a tier there is no earning rate, so customers can't collect anything.

A common starting point is two or three tiers with ranges that touch but never overlap:

TierRangeEarns
Standard0 – 9991 point per $1
Silver1000 – 49992 points per $1
Gold5000 – 999993 points per $1

→ Full instructions: how to set up a tier

3. Create campaigns ​

Optional, but this is where the program becomes interesting. A campaign is a challenge with milestones and prizes.

→ Full instructions: how to set up a campaign

Then, before you go live ​

4. Name your points and switch the program on ​

Settings → type your points name into Wallet Currency, turn Active on, press Save.

→ Settings reference

5. Choose a plan ​

Plans → pick a subscription and approve the charge on Shopify's billing page.

→ Plans reference

6. Add the widget to your storefront ​

Online Store → Themes → Customize → App embeds, then enable the Floating widget body block. If you use scan codes, also keep the Auth Redirect (Head) block enabled.

→ Storefront widget reference

7. Create gift cards ​

So customers have something to spend their points on.

→ Gift cards reference

The "Beautify your launcher" videos ​

Also on the Home page. Two short videos: one on styling the launcher theme, one on the launcher icon and video. Click a thumbnail to play, click the ✕ to go back to the thumbnails.

Setting up scan codes (only if you use them) ​

If you put codes on physical products, there are three extra steps after syncing products:

  1. Batches → open a product → Create Batches — record the production run.
  2. Click the batch row → Create Label — generate the range of scan codes.
  3. In each tier, turn on Allow rewards on scan and set the reward.

→ Batches & scan labels

Batch platform, Shopify app and API documentation