Loyalty Preferences

The preferences section of loyalty controls the rules of loyalty widgets available for the users. These settings apply across every loyalty touchpoint, so a change here affects what customers sees and does in both the checkout widget and the customer portal widget.

You have certain preferences that you can configure to customize your loyalty program more. To get started, navigate to Loop admin > Loyalty > Preferences.

The display format decides how customers see their rewards balance across all loyalty touchpoints. You can choose Currency, where the balance shows as a monetary value in your store currency, such as $20. Alternatively, you can choose Points, where the balance shows as points based on the conversion value you set in the Points action section.

The points actions settings define the core behaviour of your points.

Here you can set the points conversion value by defining the value of 1 point in your store currency. You can also control points eligibility, which decides who can redeem points, with options to enable points for all customers, only customers with a certain tag, or no customers. In the option "Enable points for all customer tagged with", you will have to add a customer tag that should be present in a user's Shopify customer profile. The loyalty program widgets will then run for only users with the tag present in their profile.

You can set the expiry of your store's loyalty points from this section. You can choose between whether points never expire or expire after a duration. Note that this applies to points from when you turn on this setting and not to the points received before that period.

You can also make use of the points expiry notifications to control when you send expiry notifications to the users. A maximum of 3 dates can be configured. By default, it is set to 30, 15, and 7 days for the users.

The redemption rules set the limits on how customers redeem. You can set the minimum points to redeem and the maximum points to redeem in a single transaction, which is the cap that appears in the checkout widget and the redeem balance section of the customer portal widget.

You can also set the minimum order amount required before points can be redeemed, which would determine the minimum cart value required to redeem loyalty points. Finally, you can also configure points redemption type, which defines whether customers can redeem points on subscription orders, one-time orders, or both.

The discounts settings control the behaviour of the loyalty discount codes generated at checkout, customer portal widget or loyalty portal. You can set a discount code prefix which will show in all discount codes attached. The discount code name customers see on the customer portal, and the discount expiry duration. The expiry duration of the discount codes are different to that of loyalty points.

Discount code combinability decides whether a loyalty discount can stack with a product discount, an order discount, or a shipping discount, and this is only checked at checkout. Coupon expiry notification controls when customers are reminded before a coupon expires.

The loyalty benefits are the benefits shown in the Balance section of the customer portal drawer when a default tier is not configured. You can set up to a maximum of four benefits or leave all the fields blank if you don't wish to show any benefits.

The upsell setting controls how loyalty appears in your upsell flow. When you allow customers to pay with loyalty points, they see the final upsell price with loyalty points already applied, which makes the discount visible upfront on the products.