--- title: "Loyalty & Referrals Account Setup Checklist" slug: "loyalty-referrals-account-setup-checklist" updated: 2024-04-02T11:34:35Z published: 2024-04-02T11:34:35Z canonical: "support.yotpo.com/loyalty-referrals-account-setup-checklist" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.yotpo.com/llms.txt > Use this file to discover all available pages before exploring further. # Loyalty & Referrals Account Setup Checklist Products Loyalty & Referrals ###### Supported plans Free, Pro, Premium, Enterprise ###### eCommerce Platform N/A If you want to make sure Yotpo Loyalty & Referrals is set up correctly in your shop, please check the items below. ## 1. Is the program live? Make sure the program is [live and active](/v1/docs/activating-pausing-your-loyalty-program)**.** If you look at the top left corner of your Loyalty & Referrals admin, you'll see a button displaying one of the following statuses: - If it's set to **Active**, the program is live and your customers can start earning points ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/4e164048-ed32-4e94-8c70-3fd2a0f1a4a0.png?sv=2026-02-06&spr=https&st=2026-10-29T21%3A34%3A28Z&se=2026-10-29T22%3A34%3A28Z&sr=c&sp=r&sig=NJdZ%2FOcyVNmZ5HAVmXV6k6Ln1zXwnZ7DyH4cv1c6dRI%3D) - If it's set to paused **Paused**, the program is not active on your site and your customers can't see it ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/68fce00f-0783-4105-bba3-261b2ca852f8.png?sv=2026-02-06&spr=https&st=2026-10-29T21%3A34%3A28Z&se=2026-10-29T22%3A34%3A28Z&sr=c&sp=r&sig=NJdZ%2FOcyVNmZ5HAVmXV6k6Ln1zXwnZ7DyH4cv1c6dRI%3D) Please make sure your account is set to **Active,** and the Rewards Program is up and running. Read more about [Activating/Deactivating your Loyalty Program](/v1/docs/activating-pausing-your-loyalty-program). ## **2. Earning rules (campaigns)** - **How many campaigns should I set up?** We recommend setting up between 6-8 campaigns. Too many campaigns may create a bad user experience for customers - **Should I have duplicate campaigns?** Make sure that only **one campaign is set up for each action** (i.e. Only 1 Facebook Share Campaign, only 1 Point for Purchase, only 1 Punch Card, etc) - **How much are points worth?** Choose how many points customers need to collect in order to redeem them for store discounts. To learn more, click [here](/v1/docs/deciding-how-much-points-are-worth). - **Are the campaigns live?** You can pause each earning rule by clicking the **Pause** button in the upper right corner:![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/534ae63e-91e6-4479-9472-144ebadb2324.png?sv=2026-02-06&spr=https&st=2026-10-29T21%3A34%3A28Z&se=2026-10-29T22%3A34%3A28Z&sr=c&sp=r&sig=NJdZ%2FOcyVNmZ5HAVmXV6k6Ln1zXwnZ7DyH4cv1c6dRI%3D) Important! Make sure none of the active campaigns are paused. ## 3. Rewards - **How many rewards should I set up?** We recommend setting up between 3-5 rewards. Too many options can create confusion and cause problems - **Direct rewards vs. redeemable rewards** **Direct coupons** are sent immediately after completing an earning rule, while the r**edeemable rewards** allow your customers to redeem rewards using earned points - **Consistent ratio for redemption** For Example, If 5 points=$5, 10 points should equal $10 ## 4. Referral program - We recommend awarding the **referred** customers with a discount, and not with points. Points may confuse new customers. A discount is a better incentive for a first purchase - If you set up a points-based referral program, reward codes will not show on the **Referred Customer Welcome Popup** (since the referred customer is earning points and not a discount) - Enable Referral Popups : 1. Go to the **Referral Program** section of Yotpo Loyalty & Referrals. 2. Select the relevant popup from the dropdown menu at the top of the page. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/d8275d3d-6c6a-48c9-9673-b0f97bed567e.png?sv=2026-02-06&spr=https&st=2026-10-29T21%3A34%3A28Z&se=2026-10-29T22%3A34%3A28Z&sr=c&sp=r&sig=NJdZ%2FOcyVNmZ5HAVmXV6k6Ln1zXwnZ7DyH4cv1c6dRI%3D) 3. Click the green **Customize Popup** button 4. On the right side of the screen, click the **Popup Enabled?** toggle to enable the popup. Is the campaign live? Make sure the campaign is live and running - click the **Resume** button in the upper right corner of the Referral Program section. ## 5. Enable popups - **Rewards Popup****and Referral Popup** | Plan | Recommendation | | --- | --- | | Free | If you aren't using the [standalone Referral Program](/v1/docs/standalone-referral-program), go ahead and enable the Rewards Popup so that customers can interact with it | | Gold | Set up the [Rewards Page](/v1/docs/getting-started-with-the-rewards-page-builder). | - **Newsletter Popup** If you are using the **Newsletter Sign-up** feature, please make sure the popup is enabled ## 6. Email notifications - If you are using Loyalty & Referrals Emails, make sure they are enabled by going to **Communications****:** a. Enabled notifications: ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/0f782b27-4e66-4c45-bb83-9013311bfaf6.png?sv=2026-02-06&spr=https&st=2026-10-29T21%3A34%3A28Z&se=2026-10-29T22%3A34%3A28Z&sr=c&sp=r&sig=NJdZ%2FOcyVNmZ5HAVmXV6k6Ln1zXwnZ7DyH4cv1c6dRI%3D) b. Disabled notifications: ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/adee5dff-d81d-435d-88f1-567ca16bd364.png?sv=2026-02-06&spr=https&st=2026-10-29T21%3A34%3A28Z&se=2026-10-29T22%3A34%3A28Z&sr=c&sp=r&sig=NJdZ%2FOcyVNmZ5HAVmXV6k6Ln1zXwnZ7DyH4cv1c6dRI%3D) - **Branding** Make sure the emails contain all your brand details: - **From Name:** Your store name - **From Email:** Your shop's email address - **Header Image:** The emails will have Loyalty & Referrals' default header image (see below). Make sure to replace it with your brand logo, or any other suitable image. Please note: To minimize distortion, the image that appears at the top of your Rewards Page should be 1200 x 450 pixels for **desktop** and 768 x 250 pixels for **mobile.**