In this article:
Welcome to LoyaltyLion - we're so happy to have you with us 🎉🦁
Our app consists of several navigation tabs - once you learn what is included in each and how to use the features, you will be able to maximize your benefits and get your loyalty program up and running in no time!
Setting up and navigating your way around LoyaltyLion is easy as pie! Depending on your program, the basic plan set up is no longer than five minutes. Give yourself another five to understand all the terms and features and you will be navigating like a pro. Ready?
Dashboard: an overview of the loyalty program
This feature is available for paid plans only.
Overview
Here, you can see how LoyaltyLion is increasing your revenue, customer lifetime value, average purchase frequency, and average order value.
The Loyalty Dashboard is designed to give you a clearer picture of your loyalty program performance, opportunities, and changes in customer buying behaviors.
Redeemer: a member of your program who has spent points and claimed a reward, or used a free reward against an order.
Non-redeemer: a member of your program who has accrued points but has not redeemed those points to claim a reward.
Non-member: someone who has not joined your loyalty program.
Related: Loyalty Dashboard, which goes into more detail on each graph and on how we attribute revenue to the loyalty program
Analytics
This tab is divided into five sections:
1) Program performance
Related: Understanding the Dashboard Charts
2) Orders
Here you can track all the orders your store has placed as well as revenue, average basket size, and points provided. You can use this data for your future strategies and marketing campaigns.
Orders placed on the dashboard is the sum of orders over the selected timeframe, excluding cancelled and refunded orders.
Revenue on the dashboard is the total paid (including shipping and tax) of orders over the selected timeframe, excluding cancelled and refunded orders. We also include returned orders, and if you are using a third-party app for returns, this could potentially cause a discrepancy between the numbers you see on this dashboard and your ecommerce platform.
Success tip. Look at your average basket size, for example $50. Calculate how many points a customer earns from that purchase, for example $50 x 5 points = 250 points on a rule of 5 points per $1. Then set account creation points so a new customer gets at least half way to their first reward. If your first reward costs 500 points, 250 account creation points plus 250 purchase points gets them there.
3) Referrals: engage and acquire
Referrals are a successful way to gain new customers while keeping your existing customers engaged.
You can track:
Visits from referrals: number of new visits to your store through LoyaltyLion referrals
New customers: customers who were successfully referred and made a purchase
Revenue from referrals: revenue that these customers brought to your store
New visits: how many people clicked on the referral link
Extra revenue: how much revenue referred friends brought
Where are the referrals from? Facebook, Twitter, Direct or Email. This shows your most successful referral channel, which is where your next marketing campaign should go
In the top right corner of the Referrals tab, you can request an export file of all successful referrals. It includes the referrer's email address and ID, the referee's email address, the order number, and the voucher code used.
Related: Exporting Your Data
Success tip. Reach out to customers who refer a lot of friends and thank them for being brand advocates. Giving them points manually shows your loyalty in return. 🎁
4) Notifications
Here you can see the analytics for your LoyaltyLion notifications.
5) Insights
This section gives you key data on your most loyal customers, the customers you are at risk of losing, and those you need to win back. Insights are calculated from your store's metrics, such as average order value and repeat-purchase rates.
Data covers customers who placed an order in the past 12 months, or since your program launched if that was less than 12 months ago, so the numbers will be lower than your total customer count.
Members: enrolled members of your loyalty program
Non-members: guest customers who are not enrolled, because they have not created an account
Non-redeeming members: members who have never claimed a reward with their points
Redeeming members: members who have claimed a reward with their points at least once
You can find the Loyal, At Risk, and Win Back segments to the right of the Insights section:
Loyal: customers who purchase a lot and often, and are in the top 40% of customers who do so.
At risk: customers who do not follow the usual spending trends of your store. If your customers usually purchase every two months, a customer who has not purchased for five months is a cause for concern.
Win back: customers considered lost. If your customers usually purchase every two months, one who has not purchased in eleven months would be considered lost.
Success tip. Export the data under each section to create targeted campaigns: send a gift to your most loyal customers, an extra discount to customers at risk, and a reminder to the customers you want to win back.
Your loyalty program needs to run for a couple of months before data appears here, so we have time to collate it accurately.
Customers
This section is where you view and interact with all your customers.
Click into a customer record to see more information about them.
You can track every activity a customer has completed, and you can also:
change their tier, permanently or for a set period
give points
remove points
block them
add or change their birthday
Related: Managing customers
Flows
Flows increase the impact and return of your program by delivering loyalty experiences in response to shopper actions and behaviors. They let you reward loyalty members with points when they make an additional purchase.
Related: How to set up LoyaltyLion Flows
AI Campaigns
Related: AI Campaigns
Emails
If you send loyalty emails through an email service provider such as Klaviyo, you may have all of these emails turned off. If so, check your provider for loyalty emails instead.
Loyalty emails play a key role in bringing customers back, because we remind them about points waiting to be redeemed. They are fully customizable, so you can design them to match your store branding, which helps customers recognize them as part of your store.
The emails we send are:
Welcome to the loyalty program
Reward available
Monthly reward reminder
Points expiring soon
Referral email
Reviewer to referrer
Related: LoyaltyLion Emails
Admin Sidebar
This is where it all comes together. In this section you can manage most of LoyaltyLion's features. Click a section to find out how to configure it:
Settings, where you can change your program name and other program-wide options
[Shopify free plan] Enhance LoyaltyLion
If you are on a free plan, you can add paid features by going to your admin page and clicking the Enhance LoyaltyLion tab. Click Add next to any enhancement and it is added to your Shopify subscription:
Related: Free plan