Welcome to LoyaltyLion!
Welcome and thank you for switching to LoyaltyLion - we won't disappoint you!
You've decided to switch to LoyaltyLion and you want your customers to keep their points when you migrate your program to LoyaltyLion?
No need to worry - we can help you with that! We can import your customers and their points into LoyaltyLion.
Migration process
This will differ depending on what platform you are currently on.
Please ensure you follow the steps for your e-commerce platform
Please check the format of the data export your old loyalty platform provides. You may need to edit this and/or gather additional data from your e-commerce platform to ensure your import file has the correct information required
For Shopify, please follow the below steps:
Confirm with your onboarding manager you are ready to launch and need to process the import (for Advanced plans and above). If you are on our small business or classic plan, please reach out to support@loyaltylion.com.
Export your customer points data from your old loyalty program
Create a csv file using this data containing the following fields:
Column A - email
Column B - points
4. Send this file to your onboarding manager or support@loyaltylion.com to import. They will confirm once this is complete. (If you would like to import tier position as well, this requires a separate file - please let your onboarding manager know).
5.Launch your program!
For BigCommerce, Magento or Custom please follow the below steps:
Confirm with your onboarding manager you are ready to launch and need to process the import (for Advanced plans and above). If you are on our small business or classic plan, please reach out to support@loyaltylion.com.
Export your customer points data from your old loyalty program
Create a csv file using this data containing the following fields:
Column A - id (this is your customers ID from your ecommerce platform)
Column B - email
Column C - points
Column D - enrolled (TRUE/FALSE)
Please ensure the csv file uses the specific format shown below:
4. Send this file to your onboarding manager or support@loyaltylion.com to import. They will confirm once this is complete. (If you would like to import tier position as well, this requires a separate file - please let your onboarding manager know).
5. Launch your program!
Please note, we will not be able to process the import file if it does not contain the correct information in the correct format as outlined above.
In addition to the steps outlined, it's crucial to understand that a migration involving LoyaltyLion encompasses more than just imports. To ensure a smooth transition and maintain the functionality of your loyalty program, it's important to take the following additional steps:
Install LoyaltyLion and Configure Rules, Rewards, and Tiers:
While migrating your loyalty program, remember that it's not solely about transferring data. Installing LoyaltyLion on your new platform is a key step. Beyond this, ensure that you set up your loyalty program's rules, rewards, and tiers accurately to replicate your existing program's structure. Pay attention to point multipliers, redemption options, and any special promotions that are part of your current program.
Replicate Your Current Program:
To ensure continuity for your customers, make sure to replicate all aspects of your current loyalty program on the new platform. This includes not only point balances and customer data but also the unique features that your customers have come to expect. Take time to review and mirror your existing program's offerings, ensuring a seamless experience for your loyal customers.
Maintain Customizations with LoyaltyLion SDK:
If your loyalty program involves any customizations or unique integrations, consider utilizing the LoyaltyLion Software Development Kit (SDK). Installing and working with the LoyaltyLion SDK will enable you to keep your custom features intact, even as you transition to a new platform. This step is essential to preserve any tailor-made functionalities that contribute to your program's success and will require a Web developer's help.
Integrate LoyaltyLion with Your Current Loyalty Page:
To maintain a consistent and familiar experience for your customers, integrate the LoyaltyLion system with your merchant's current loyalty page. This step ensures that customers can seamlessly interact with the loyalty program without having to navigate new platforms or interfaces. It helps retain the branding and familiarity that customers associate with your loyalty program.
By following these additional steps, you'll not only migrate your loyalty program successfully but also ensure that your customers continue to enjoy a seamless and rewarding experience. Remember that the transition involves more than just data transfers—it's about maintaining the essence of your loyalty program while embracing new opportunities and functionalities offered by LoyaltyLion.
FAQ
Can I import my customers' spend or past order history?
We can import customers' emails, points and tiers. Unfortunately, we can't import customers' historic orders. LoyaltyLion will start tracking your customers' order history once you launch the program.
What if I am migrating from Magento 1 to Magento 2?
Read more about how to migrate your program from Magento 1 to Magento 2 here. Please bear in mind that this is a technical process and we highly recommend first contacting our support team before beginning this process.