Shopify: setting up loyalty rules and rewards

Once the Leat app is installed in your Shopify admin, you set up your loyalty rules and rewards in 2 places: you create them in the Leat dashboard, and you finish them in the Leat app in Shopify so they show properly to contacts. It takes about 15–20 minutes. To install the app first, see Installing the Leat app in Shopify and connecting your Leat account.

Loyalty rules

Shopify sends purchases to Leat as amounts, so the points a contact earns come from your earn rules for unit transactions in the Leat dashboard.

1. In the Leat dashboard, go to Loyalty → Earn rules and click Open rules on the Unit transactions card. Create new rules there, or change the ones you have. See How to configure earn rules.
2. In your Shopify admin, open the Leat app and click Loyalty Program.
3. The active rules you created in Leat are already listed, such as rules for earning points, for a celebration or for a birthday. To show them to contacts, click Add Earn Rule.
4. Make sure you add an earn rule for placing an order, called Place an order in this example. It shows contacts that they earn points on orders placed through Shopify.
5. Click a rule to change its settings.
6. To add another rule, scroll down and click Add earn rule. In the Shopify app you can also give points for following you on social media.

Rewards

Rewards are also created in the Leat dashboard and then sent to Shopify. In Shopify they show on the Loyalty Program tab, below the loyalty rules.

First, check each reward in the Leat dashboard:

1. Go to Loyalty → Rewards and open the reward.
2. Set Pre-redeemable to Redeem upfront. This option is only there for physical rewards.
3. Don't leave the Time limit empty: set it to a large number of days, such as 1000.

Then finish the reward in Shopify:

1. Find your reward under Pending Configuration.
2. Choose what type of reward it is. In most cases that's Free Product, because contacts spend points on a free reward.
3. Adjust the reward's other settings. The points a reward costs are set in the Leat dashboard, but some settings are changed in Shopify, such as combination options, minimum purchase requirements and active dates.
4. If a reward applies to several products, group them in a collection in Shopify and map the reward to that collection.

Once you have at least 1 earn rule and 1 reward set up in both Leat and Shopify, use the toggle in the top right of the Leat app to switch on your rules and rewards.

Rewards you can only redeem in store

A POS-only reward can only be redeemed in your store, but contacts still see it online with your other rewards, so they see everything your program offers in one place.

1. In the Leat dashboard, create the reward and set Pre-redeemable to Redeem upfront.
2. In your Shopify admin, create a placeholder product with a price of 0.
3. In the placeholder product's sales channel publishing settings, include only the Point of Sale channel and leave out Online Store.
4. In the Leat app, connect the reward to the placeholder product. The app picks up the sales channel and shows "Redeemable in-store only" next to the reward.