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, and shows how we attribute revenue to the program.
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.
Analytics
This tab is divided into eight sections:
1) Performance
New program members, points earned and spent, activities completed and rewards claimed. Every chart here can be broken down, zoomed into and exported.
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 canceled and refunded orders.
Revenue on the dashboard is the total paid (including shipping and tax) of orders over the selected timeframe, excluding canceled 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
Saved CPC and CPA: what those visits and customers would have cost you through paid acquisition
Top referrers: the customers sending you the most successful referrals
Each chart breaks down by the channel a referral came from, so you see which of them is working for your store rather than a fixed list.
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.
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.
6) Imports
Bring existing data into your program — the points balances, voucher codes and customer records you created before launching.
7) Exports
Download your program data as a file. You can export customers, activities, transactions and referrals.
8) Audit log
A record of the changes made to your program and who made them.
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
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.
AI Campaigns
Campaigns are short, scheduled pushes that sit on top of your everyday program: you set a window, pick who it applies to, and it runs itself and then stops. There are three:
A points multiplier event multiplies what customers earn on a purchase for the length of the campaign.
A birthday bundle gives your members a set of birthday perks.
Reward discounting lowers the points price of rewards you choose.
Each campaign reports on what it did, so you can see the orders and revenue that came from it. On the Plus plan, LoyaltyLion AI also suggests when to run one and what to offer, based on your own order history and quiet periods.
Campaigns run on Shopify stores only.
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
Program
This is where you build the program itself. Click a section to find out how to configure it:
Settings, where you change your program name and other program-wide options, sits at the bottom of the menu.
Display
Everything your customers see. Store components is where you build and style your loyalty page, pop-up, widget and notifications. Languages & text is where you change the wording of your program or translate it. Advanced customization is where you add your own CSS.
Loyalty pass
A digital loyalty card your members add to their phone wallet, showing their points balance and tier, which you can update with push notifications.
Challenges
Milestone challenges that pay out once a customer reaches a target you set, such as three orders in a month.
Integrations
Connect LoyaltyLion to the other tools your store runs on, such as your email or reviews provider, so loyalty data flows between them.
New releases
What we have shipped recently, so you can see what is new without asking.
[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:
