Setting up Loyalty and Referrals Programs on Shopify (Free Plan)

The Rewards Sticky Bar is the first point of interaction between customers and your rewards program. Use it to invite customers to sign up for your rewards program, view their available points, and redeem them for rewards.

To learn more about the Rewards Sticky Bar, check out our Setting Up Your Rewards Sticky Bar article.

When choosing how to set up your point rewards and deciding how much points are worth, it’s important to take your profit margins into account.

We recommend choosing one of the following strategies:

• Standard approach - you can choose to take the more traditional approach where customers need to spend $100 to receive a $5 discount, setting the margin at 5%. This means that you won’t risk your profit margins by handing out too many discounts, while still giving your customers great value for their points.
• Competitive approach - this approach means you will cut a little deeper into your profit margins, however, you will make your brand more appealing to your customers. You can set your points to a 10% margin where customers who spend $50 will receive a $5 discount.

To learn more about setting up your points strategy, check out our Deciding How Much Points are Worth article.

The Referrals Program leverages the connection between your existing customers and your brand to attract new ones through word-of-mouth. It works by letting customers offer their friends a reward to use on their first purchase in your store, and in turn, your customers receive their own reward for completing the referral.

To learn more about the program and how to set it up, check out our Setting Up and Managing Your Referrals Program for Shopify and Shopify Plus article.

An important component of setting up successful rewards & referrals programs is to enable event-triggered emails that let your customers know where they stand in your program. 

To learn more about Yotpo's native email notification system and the email available to you, check out our Customizing Yotpo Loyalty & Referrals Emails article.

You are now ready to add loyalty & referrals programs to your site and make them part of your customer’s journey. 

To learn how to flawlessly launch your programs, check out our Guide to Launching your Loyalty & Referrals Program On-site.

If you’re migrating from a different loyalty platform, you can import your customers’ points into Yotpo and prevent disruptions to your customer's experience with their rewards program.

To learn how to easily import existing customers and their point balance, check out our Importing or Adjusting Your Customers’ Points article.

The Customers section of Yotpo Loyalty & Referrals is where you can view and manage your customers. 

As soon as an entity is made for a user on your platform's side, it is pulled into Yotpo and shown here. Customers can also be created directly in Loyalty & Referrals without existing in the platform in certain cases such as import.The customer management page can be categorized into three sections:

1. Customer Overview
2. History
3. Available Customer Actions

To learn more about the Customers section and all the available actions, check out our Loyalty and Referrals Customers Section article.

You can see how your customers engage with your programs and how well they are performing by going to the Analytics section of Yotpo Loyalty & Referrals.Below are the dashboard and reports available in the Analytics section. Click on the name of the dashboard to learn more about it

• The Program ROI dashboard - See how well your programs are performing in terms of generating revenue.
• Loyalty Performance Dashboard - See how your loyalty program is performing.
• Referral Performance Dashboard - See how your referral program is performing.
• Points Overview Dashboard - Monitor the distribution of points and how they are used.
• Loyalty & Referrals Reports - Create comprehensive reports about your customers, rewards, etc.