Shopify: configuring loyalty

Choose which loyalty mechanics run on your Shopify store, and add the loyalty widgets to your storefront.

Once your store is connected, you decide what loyalty does at checkout and how it appears on your storefront. Everything here is in the Shopify panel under Settings → Integrations.

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Choose your loyalty mechanics

Under What’s at checkout, turn on the mechanics you want. Each one has a switch and, where relevant, a card to run it on.

The checkout mechanics

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Cashback rewards

Customers earn points, redeem at checkout. Turn this on to let shoppers earn points on their orders and later redeem them for money off. It runs on your cashback Reward card.

The card can be a cashback card with levels: customers earn at a higher rate as they reach higher levels (for example a Gold member earns points faster than a new member). You set the levels and their multipliers in the card designer, and Shopify uses the same setup, the storefront then shows each customer’s level and their progress toward the next one.

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Tier discount

Auto-applies a percentage discount based on tier. Turn this on to give members a discount at checkout, based on the tier they have reached. It runs on your Discount card. When Tier discount is the only mechanic turned on, the discount applies automatically. When you turn on more than one mechanic, the automatic discount is removed and the customer chooses one benefit in the cart.

When you turn it on, pick the card under Default card for Shopify. The card’s tiers are shown as badges (for example Basic 0%, Bronze 5%, Silver 10%, Gold 15%, Platinum 20%), so you can see exactly what each tier gets.

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Gift card balance

Apply existing balance at checkout. Turn this on to let customers spend their existing gift-card balance on an order. It runs on your Gift card.

This applies a balance a customer already has. Selling brand-new gift cards online is a separate feature, see Stripe Connect. Accounts billed through Shopify do not see that option.

If Gift card balance is the only mechanic turned on, there is nothing to join: the storefront shows no Join button. Customers who have one of your gift cards sign in to use their balance.

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Good to know: how orders count

• An order without a redeemed benefit earns on the customer’s cashback card. A customer with only a Discount card gets the order counted toward their tier.
• A new customer joins your cashback card, or your Discount card when cashback rewards is off. Nobody is ever added to a gift card by an order.
• A gift-card balance changes only when the customer applies it in the cart.

If you leave Default card for Shopify on Auto-pick (no default), VEXiON cards picks a matching card when an order or a sync runs. If you have several eligible cards, choose the one to use under Default card for Shopify.

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Where the rates come from

You do not set earn rate, point value, or tiers in the Shopify panel. As the panel says, “Earn rate, point value, and tiers are configured per card.” Use the Open card designer link to change how a card earns and redeems, and Shopify picks up the same settings.

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Checkout options

Option	What it does
Allow guests at checkout	On: a shopper who checks out without signing in can join and gets the card by email. Off: only signed-in shoppers can join, and the storefront hides the guest sign-up box. Members always earn. Using points needs a signed-in account.
Auto-enrol on first purchase	Creates a loyalty card and sends the welcome email when a new customer with an email completes their first paid order, even if they did not tick the box in the cart.

How customers join. A customer who ticks “Sign me up for the loyalty program” in the cart is enrolled: their card is created and the welcome email is sent once the order is paid. With Auto-enrol on first purchase on, a new customer with an email who did not tick the box is also enrolled after their first paid order. With it off, a customer who does not tick the box is not enrolled and no card is created.

Enrolment happens when the order is paid. The order needs an email address, and only a customer who has no VEXiON card with you yet is enrolled. A shopper who is not signed in is enrolled only when Allow guests at checkout is on.

Turning on auto-enrol. On a new install, Auto-enrol on first purchase starts off and is locked until you tick a one-time confirmation and click Confirm: “I confirm that my e-shop’s terms and privacy policy name the VEXiON loyalty programme and VEXiON as processor.” Until you confirm, the panel shows “Confirm the terms above first.” VEXiON stores the date of your confirmation, and the panel then shows that date. Stores connected before this confirmation existed keep Auto-enrol on first purchase on until you switch it off.

VEXiON can set a deadline for the confirmation. Until a deadline is set, nothing changes. Once a deadline is set, the panel shows “Confirm by or automatic enrolment stops.” After the deadline has passed and a store has not confirmed, customers who did not tick the box are no longer enrolled automatically. Customers who tick the box are still enrolled, and existing members keep earning and redeeming.

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Show loyalty on your storefront

Under Storefront setup, add the customer-facing blocks to your Shopify theme. Customers only see the blocks you add. A helper line under What your customers see shows the headline your customers will see (for example “Members get up to 20% off every order.”).

1. Activate the floating launcher

   Click Activate floating launcher. This opens your Shopify theme editor with the loyalty launcher ready to enable, a small floating button that appears on every page. Save in the theme editor.

2. Add the in-cart block

   Click Add in-cart block. This opens your Shopify theme editor with the loyalty cart panel ready to place, the richer view where customers redeem. Save in the theme editor.

3. Add the product earn badge

   Click Add product earn badge. This adds a badge to your product pages that shows how many points the product earns. Save in the theme editor. This step is shown only when Cashback rewards is on, because the badge shows points.

4. Add the loyalty panel

   Click Add loyalty panel. This adds a summary of your program (cashback rate, tiers, discount ladder, or gift cards) to any page you choose, for example Home. Save in the theme editor.

5. Open checkout settings

   Click Add to thank-you page. Shopify’s checkout editor opens on the thank-you page. Click Add block, choose VEXiON post-purchase, then click Save. Shopify does not add this block by itself, so do this once after you install the app.

Steps 1 to 4 open Shopify’s theme editor in a new tab. Click each button once: repeating a step adds a second copy of the block. The buttons take you straight to the right spot, and you do not need to edit any code. Open the setup guide shows these steps in the app. Uninstalling the app removes every block and the launcher automatically.

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Save

Click Save settings to apply your changes. Saving also starts a re-sync of all customers in the background. Use Bulk re-sync customers only if you want to force a refresh.

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Next step

See what your customers see on your store.