Choosing your program settings

Find important program settings guides and best practices for your integration.

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24 articles in this collection
Written by Tash Mazey, David Hutcheson, and Kat Williams and 3 others
Shopify settings

Shopify settings best practices

Follow these Shopify settings recommendations for your loyalty program to make sure all of your customers are being added correctly.
Written by David Hutcheson
Updated over a week ago

Update a member's contact information in Shopify

Edit or update a member's contact information to make sure it is accurate and up-to-date.
Written by David Hutcheson
Updated over a week ago

Manually add a new customer to your loyalty program in Shopify

How to manually add a single, new Shopify customer to your loyalty reward program.
Written by Amy Smith
Updated over a week ago

Exclude online orders from your program with Shopify eCommerce

Exclude online Shopify orders from earning points, so that only in-store purchases contribute to your loyalty program.
Written by David Hutcheson
Updated over a week ago

Exclude in-store orders from your program with Shopify POS

Exclude in-store Shopify POS orders from earning points, so that only online purchases contribute to your loyalty program.
Written by David Hutcheson
Updated over a week ago

Choose when members are rewarded their loyalty points with Shopify

Choose what payment and fulfillment status is required for members to earn points.
Written by Adam Hanegraaf
Updated over a week ago

Choose when members loyalty points are canceled with Shopify

Choose what payment status is required for members points to be canceled - Refunded, Partly Refunded and/or Voided.
Written by David Hutcheson
Updated this week

Update loyalty emails to only send to members who accept marketing in Shopify

How to only send emails to members who have opted-in to accept marketing promotions.
Written by Tash Mazey
Updated over a week ago

Finding a Collection ID in Shopify.

Identify a Shopify collection's ID code to use in collection-specific rewards or collection points blacklisting.
Written by Kat Williams
Updated over a week ago

Blacklist a specific product from your loyalty program for Shopify

Have products in Shopify you don't want members earning points for? You can exclude specific products from your loyalty program.
Written by Tash Mazey
Updated over a week ago

Blacklist product collections from your loyalty program for Shopify.

Have products in Shopify you don't want members earning points on? You can exclude product collections from your loyalty program.
Written by Tash Mazey
Updated over a week ago

Blacklist customers from your loyalty program for Shopify

Exclude Shopify customer groups such as staff, suppliers and certain customers from your loyalty program.
Written by Kat Williams
Updated over a week ago