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Loyalty Program Overview

Reward customers with points, tiers, and coupons

Updated over a month ago

Loyalty Program

Turn one-time shoppers into repeat customers by rewarding them for purchases, referrals, and engagement.

Loyalty Program Overview

What You'll Get

  • Repeat customers — Reward purchases with points they can spend on discounts

  • Word of mouth — Let customers earn by referring friends

  • Higher engagement — Points for birthdays, reviews, social follows, and more

  • VIP treatment — Create tiers that make top customers feel special

Quick Setup

Let's get your loyalty program up and running! We'll keep things simple so you can start rewarding customers in no time.

Step 1: Open Loyalty Settings

Go to SubscribfyLoyalty in your Shopify admin.

Step 1: Navigate to Loyalty

Step 2: Set Your Points Value

Click the Global Settings tab and set how much points are worth.

Step 2: Global Settings

  • Points Value — How much is $1 worth in points? (e.g., 1 point = $1, or 10 points = $1)

Step 3: Create Your First Earning Rule

Go to the Rewards Program tab and click Create new rule.

Step 3: Create earning rule

The most popular starting point: Points for Purchases — customers earn points based on how much they spend.

Step 4: Create a Redemption Option

Go to the Coupons tab and click Add Coupon.

Step 4: Create coupon

Examples:

  • 100 points = 10% off their next order

  • 200 points = $10 off their next order

  • 500 points = Free shipping

Step 5: Activate Your Program

Toggle Enable Loyalty Program at the top of the page and click Save.

Tip: Test with a sample customer before announcing your program to make sure everything works!

What Your Customers See

Here's the experience from your customer's perspective:

Customer loyalty view

  1. When they shop — They see how many points they'll earn at checkout

  2. In their account — They see their points balance and available rewards

  3. When redeeming — They pick a reward and it's applied automatically


All Tabs Explained

Welcome

Overview and quick start

Rewards Program

Create earning rules (how customers get points)

Create redemption options (how customers spend points)

VIP levels with better perks

Global Settings

Points value and tier rollover

Customize text for different languages

Integrations

Connect Okendo/Yotpo for review rewards

Track program performance

How to Create Earning Rules

Go to Rewards Program tab → Create new rule

General Rules

Customers earn when they spend money

Bonus points on customer's birthday

Anniversary Reward

Points on anniversary of first purchase (Coming soon)

Points for signing up

Points for subscribing to newsletter

Points for opting in to texts

Points for following on social media

Points for referring friends who buy

Points for leaving product reviews

Bonus when spending reaches target

Reward after X purchases

Points for offline purchase receipts

Points when customer gets a specific Shopify tag

Custom Action

Points for custom actions via API (Coming soon)

Subscription-Specific Rules

Reward members after X membership billing cycles

Reward subscribers after X product subscription renewals

Note: Subscription rules only appear if you have Membership or Product Subscription features enabled.

How to Create Redemption Options

Go to Coupons tab → Add Coupon

Coupon Types

Amount Off Order

Percentage or fixed amount off the total order (e.g., 10% off or $5 off)

Amount Off Products

Percentage or fixed amount off specific products or collections

Buy X Get Y

Buy specific products and get others at a discount or free

Free Shipping

Free shipping on their order

Free Product

A specific free product added to cart

Coupon Settings

Points Required

How many points customers need to redeem this coupon

Discount Value

Percentage (e.g., 10%) or Fixed Amount (e.g., $5)

Purchase Type

One-Time Purchase, Subscription, or Both

Minimum Requirements

None, minimum purchase amount, or minimum quantity of items

Customer Eligibility

All customers or specific customer segments

Maximum Uses

Limit total uses or uses per customer

Combinations

Allow combining with other discounts

Active Dates

Set start date, end date, or expiration after redemption

Example: Create a coupon where 100 points = 10% off, or 200 points = $10 off their next order.


How to Set Up Tiers

Go to Tiers tab → Create

Create VIP levels so your best customers feel special and earn more.

Tiers setup

Example setup:

  • Bronze (0 points) — 1x earning rate

  • Silver (500 points) — 1.5x earning rate

  • Gold (1500 points) — 2x earning rate

Tier Rollover Options

Lifetime

Once earned, customers keep tier forever

Calendar Year

Resets every January 1st

Rolling Year

Resets X months after earning


Common Use Cases

Grow Your Email List

The goal: Get more newsletter subscribers

  1. Go to Rewards ProgramCreate new rule

  2. Select Email Subscription

  3. Set reward: 100 points

  4. Save

Customers subscribe and instantly earn 100 points.

Birthday Program

The goal: Make customers feel special

  1. Go to Rewards ProgramCreate new rule

  2. Select Birthday Reward

  3. Set reward: 200 points

  4. Save

Customers automatically receive points on their birthday.

Referral Program

The goal: Existing customers bring new customers

  1. Go to Rewards ProgramCreate new rule

  2. Select Referral

  3. Set referrer reward: 500 points

  4. Set friend reward: $10 off first order

  5. Save

Customer shares link → friend buys → both get rewarded.

Reward Loyal Subscribers

The goal: Keep subscription customers engaged

  1. Go to Rewards ProgramCreate new rule

  2. Set number of billing cycles: 3

  3. Set reward: 500 points

  4. Save

Subscribers earn bonus points after every 3rd billing cycle.


Checkout Extensions (Shopify Plus Only)

Subscribfy includes checkout extensions that enhance the loyalty experience at checkout.

Important: Checkout extensions require Shopify Plus. If you're not on Shopify Plus, customers can still earn and redeem points through the Customer Portal.

Loyalty Rewards at Checkout

Customers can view and redeem their rewards directly in the checkout flow.

Loyalty checkout extension

My Rewards Tab

Shows rewards the customer has already redeemed and can apply

Redeem Rewards Tab

Lets customers spend points to get new rewards

Points Banner

Displays current points balance

Loyalty Eligibility

Shows customers which rewards they've earned with their current cart, and which rewards they're close to earning.

  • Completed rewards — Rewards the customer qualifies for with this order

  • Almost there — Rewards the customer is close to earning (e.g., "Add $10 more to earn 50 bonus points")

OTP Login (One-time password)

Identifies returning customers at checkout and shows their loyalty points balance, store credits, and VIP status. Customers receive a one-time password to verify their identity.

Customer Birthday (Customer Account)

Customers can enter their birthday on their account profile page. This enables the Birthday Reward earning rule.

Note: This appears on the customer account page, not at checkout.

Note: Checkout extensions are managed in Shopify AdminSettingsCheckoutCustomize. Contact support if you need help configuring them.


Troubleshooting

Customers not earning points?
Check Rewards Program tab — are rules active? Verify order meets conditions.

Points not showing at checkout?
Checkout extensions require Shopify Plus. If you have Shopify Plus, go to Shopify AdminSettingsCheckoutCustomize and confirm the Loyalty extension is added.

Tier not updating?
Check tier requirements in Tiers tab. Verify Tiers Program is enabled.

Subscription punch card not working?
Ensure Membership or Product Subscription feature is enabled. Check that the customer has an active subscription.

Contact support

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