Jan 14, 2024

How To Seamlessly Switch Your Rewards Program: A Guide For Shopify Users

Kai Jensen
January 14, 2024

Switch your loyalty program seamlessly with our 8-step process. Migrate rewards, integrate with Shopify, set up rules and tiers, and engage customers through email campaigns. Boost loyalty effortlessly.


As we enter the new year and approach the first quarter, it's essential to evaluate every aspect of your business to ensure optimal efficiency. One area that plays a vital role in delivering an exceptional customer experience is your rewards program.

At, we understand that migrating your rewards program may seem daunting. However, we're here to make the process straightforward and stress-free for you. Our user-friendly steps will guide you through the transition, ensuring a seamless experience for Shopify users.

Don't hesitate to take this opportunity to assess and enhance your rewards program as you embark on a successful new year.

How to switch your rewards program: 8 steps for a seamless transition

Step 1. Integrate with Shopify

The first step to initiate the migration process is integrating with Shopify. 

Building a strong foundation for your loyalty program is crucial for seamless coordination between your online store and the rewards system. One essential aspect is enabling customers to create accounts, which allows them to earn and collect points.

Customer data plays a significant role in your rewards program. It provides valuable insights into customer interactions, including point balances and redeemed rewards. This data empowers you to better understand and engage with your customers, enhancing the overall effectiveness of your loyalty program.

✅ Install on your Shopify store

✅ Go to dashboard and select the Enable Registrations option

✅ Make sure Accounts are required or Accounts are optional checkbox is selected

enable registration

Step 2: Create Your Loyalty Program

Once integrated with Shopify, head to the Loyalty Program tab. Initiate the setup process by configuring your earn and redeem rules. With our platform, you have the flexibility to set up various methods for your customers to earn points and unlock exciting rewards.

earn and redeem

👉 Remember to disable your earn and redeem rules initially for a clean slate, ready for customization.

Step 3: Create Your Earn & Redeem Rules

Create actions that earn points and set the corresponding point values. 

For redemption, select rewards and establish their point cost (e.g., 100 points for a 10% voucher). Adjust these rules as needed.

⚡ Pro note: Earn and redeem best practices for a profitable loyalty reward program

✔︎ Research industry standards and understand your competitors' offerings

✔︎ Have a clear and attainable point-earning structure 

✔︎ Implement tiered reward levels based on loyalty

✔︎ Offer personalized rewards for customer preferences

✔︎ Incorporate gamification elements for engagement

✔︎ Ensure an easy redemption process

✔︎ Introduce exclusive promotions and limited-time offers.

Step 4: Set Up Your Referral Rewards

Similar to earning and redeeming rules, set up your referral rewards. 

Offer the referrer and referee a 20% discount, encouraging customer engagement and referrals.

Step 5: Add Your Loyalty Tiers

Loyalty tiers help your reward program be more effective and social as people value understanding their position in relation to others in similar situations or groups.

Craft tier names that resonate with your brand. Explore options like naming tiers after your products or brand themes. 

Step 6: Trigger Email Marketing automates email communication to your customers, delivering targeted messages based on their specific stage in the loyalty journey.

Make the most of our Klaviyo integration for targeted campaigns and create custom flows using’s event triggers.

Or, if you want to get started quicker, you can opt for the built-in email system for a quick start.

email marketing

Step 7: Select & Customize Widgets

To align the widget design with your brand, simply access the Widgets tab in the dashboard and utilize the widget customizer, allowing you to make color and design modifications that match your site's branding.

Select widgets that suit your needs, whether the Full Page, the pop-up widget, or the floating widget, and customize them to align with your brand. 

Install on your duplicate Shopify theme. Adjust fonts, colors, and other elements for seamless integration into your Shopify theme. Make any further custom changes, such as the steps needed to run the program. 

Step 8: Data Migration & Going Live

Export the data from your existing platform. 

Share your existing data, including the customer point balances and customer tier information, for a seamless transition to 

After importing your data and configuring the earn and redeem rules, you can see widgets in action and launch your live loyalty program.

Post-migration: What’s next? Things to consider

Now that you have the tools to switch from your current loyalty program provider to, we’ve got a couple of tips and tricks that you can use to ensure that you’re starting on the right foot with your loyalty program.

Reassess Your Shopify Rewards Program's Structure After You Migrate

Migrating your rewards program offers an opportunity to evaluate its structure. Small or large changes can have a significant impact. 

Ask critical questions about point allocation, redemption thresholds, referrals, tiers, affiliates, and program branding.

Also, don’t forget about your customers. Monitor key metrics such as customer participation, redemption rates, and overall program engagement. Use analytics tools or loyalty program software to gather data and gain insights into program effectiveness.

"Re-launch" Your Rewards Program After Migrating

Restructuring your rewards program allows for more opportunities to encourage customer engagement, but transparency is key. 

Inform your customers about changes through effective promotion. Promotions might include accessibility with Shopify POS and visibility with our full-page widgets; there are several different ways in which you can successfully market your loyalty program. 

Create Engaging Email Campaigns to Promote Your Updated Program 

There are various campaign options for the program launch. Here are some ideas to help you get started:

✅ “We've Revamped Our Rewards Program"

Use a 2 to 3-email series to outline new ways customers can earn and spend points. Provide a link to your explainer for a visual explanation.

✅ “Introducing Loyalty Tiers” emails

Generate excitement by explaining the exclusive benefits of moving up tiers. Consider whether previous points balances apply to the customers who’ve adopted the tier program. Gamifying your loyalty program with loyalty tiers to reward your most loyal customers.

✅ “Referrals” emails

Plan an email campaign updating customers on their unique referral link activity. Keep customers engaged before, during, and after each purchase.

Lower your acquisition costs with an engaging referral program. Higher engagement equals a higher number of new customers. All to increase awareness of your program and boost your bottom line with referral marketing. 

Making the Move to Migrate Your Rewards Program

Choosing the perfect platform for your Shopify store is a pivotal decision that directly impacts your customer's experience, both new and returning.

As you prepare to migrate your rewards program, remember these essential steps. 

By incorporating them into your migration process, you'll embark on an exhilarating journey of enhancing your rewards experience and fostering even stronger customer loyalty. Get ready to take your program to new heights!

Are you a BigCommerce customer? We now integrate with BigCommerce, meaning that our rewards program is accessible for BigCommerce merchants!

Whether you're considering migration or simply getting excited about it, we're thrilled you chose us. If you have any questions or want to see our platform in action, don't hesitate to book a demo with one of our knowledgeable team members.