LoyaltyLion admin

Introduction to LoyaltyLion's admin tabs

Success team avatar
Written by Success team
Updated over a week ago

In this article:

Welcome to LoyaltyLion - we're so happy to have you with us 🎉🦁

Our app consists of several 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


Here, you can see how LoyaltyLion is increasing your revenue, customer acquisition, and engagement.

New sign-ups: customers who created an account at your store

Points earned/spent: the number of points spent and earned by customers in your program.

Note: if you find that points spent are low compared to your points earned, check your settings and point values. Are your rewards too hard to achieve? You can email your members to remind them about points in their accounts.

Activities completed: total number of activities completed by your customers

Loyalty purchases: revenue from purchases made with loyalty program vouchers - the net gain from those purchases. The value of Loyalty purchases includes all costs such as shipping, tax, and refunds. However, this does not include revenue from referrals.

Note: this is the main indicator of engagement as it shows that customers are using the vouchers/rewards that you generate. For example, if the customer spends $100 and uses a $20 discount reward, the revenue will be $80.


You can customize your date range for reporting.

Our custom date picker allows you to select a custom date range when viewing your data and analytics.

Referral results

Where we calculate the money generated through the referral program.

Do you know your CPC and CPA? Go to your Settings and input your average CPC and CPA and LoyaltyLion will calculate the money you've saved through Referrals.

The CPC and CPA are used by LoyaltyLion to calculate the return on investment of the referral program.

Saved CPC: Cost per Click. This is the actual price you pay for each click in your pay-per-click (PPC) marketing campaigns. This figure will tell you how much will you save with the referral program.

The referral program generates visits to your site which are separate from the standard SEO and CPC marketing, therefore LoyaltyLion can attribute a saving in CPC based on the rate of visits coming from referrals.

Saved CPA: Cost per Acquisition. This is what the advertiser pays for customer acquisition - for  example, a sale, click, or form submit (e.g. contact request, newsletter sign up, registration, etc.)

Similarly, the referrals program is a separate stream for acquiring new customers which is distinct from existing marketing activities so LoyaltyLion can partially attribute the cost-savings in CPA to the referral program.  

Got it all? Let's move on! 🦁


This tab is divided into two sections:


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:  

Step 1: Look at your Average Basket Size
        (e.g. $50)
Step 2: Calculate how many points a customer will get after making this purchase
        (e.g.  $50 x 5points = 250 points if make a purchase rule $1 = 5 points)
Step 3: Set up account creation points to give away enough points to get a customer at least 50% of the way to their first reward
        (e.g. 250 points if first reward is $5 off = 500 points)
Step 4: Account creation points + first purchase points = reward
        (e.g. 250 points + 250 points = 500 points = $5 off)

Referrals: engage and acquire

Referrals are a successful way to gain new customers while keeping your existing customers engaged.

Here is what the tab looks like:


  • Visits from referrals: number of new visits to your store through LoyaltyLion referrals

  • New customers: number of new customers 

  • Revenue from referrals: revenue that these customers brought to your store

  • New visits: how many people clicked on the referral link

  • New customers: customers that were successfully referred and made a purchase

  • Extra revenue: how much revenue referred friends brought  

  • Where are the referrals from? Facebook | Twitter | Direct | Email Indicates the most successful platform for referring - that’s where your next marketing campaign should be!

In the top right corner of the Referral Tab, you can request an export file of all successful referrals. This includes:

  • Referrer's email address and ID

  • Referee's email address

  • Order number

  • Voucher code used

Success Tip: Reach out to customers who refer a lot of friends - say a little thank you for being great brand advocates! Give them points manually - show them your loyalty! 🎁


We also have an insights app that you can download for free!

This section will provide you with key data on your most loyal customers, those customers you are at risk of losing, and those you need to win back. 

You can find your insights section by navigating to Dashboard > Insights.

The insights are calculated based on your store's metrics like AOV and repeat-purchase rates.

Members: customers that have placed an order over the past twelve months.

Non-members: guest customers that have placed an order with your store over the past twelve months.

You can find the Loyal, At-risk, and Win back segments to the right of the Insights section:

Loyal: those that purchase a lot and often, and are in the top 40% of customers who do so.

At-risk: these customers don't follow the usual spending trends of your store (eg. If your customers usually purchase once every two months, a customer not purchasing anything for five months is a cause for concern).

Win Back: considered lost customers (eg. If your customers usually purchase once every two months, a customer who hasn't purchased in eleven months would be considered lost).

Success Tip: Export data under each section to create targeted campaigns - send a gift to your most loyal customers, give an extra discount to customers at risk, and a reminder about your existence to customers you want to win back!

Please note that your loyalty program will need to be running for a couple of months before you see any data here to give us time to collate accurate data. 


This section is where you can view and interact with all your customers.

Main tab:

Individual customer tab:

You will be able to track every activity a customer has completed. You also have the option to:

  • Change tiers (forever or for a set period)

  • Give points

  • Remove points

  • Block

  • Add/Change birthday date


Loyalty Emails play a key role in making sure your customers come back - LoyaltyLion reminds them about points waiting to be redeemed. Our loyalty emails have an average click-through rate of 35%. 

The loyalty emails are fully customizable in order for you to design them to match your store branding - this is key to ensure your customers recognize the emails as part of your store and to keep your customers engaged with your loyalty program.

What emails do we send?

  • Welcome to the loyalty program

  • Reward available email

  • Monthly reward reminder email

  • Points expiry

You are almost there! One step to go


This is where it all comes together! In this section, you can manage most of LoyaltyLion's features. Click on a section to find out more about how to configure it:

[Shopify free plan] Enhance LoyaltyLion

If you're on a free plan, you can add paid features by going to your admin page and clicking on the Enhance LoyaltyLion tab.

Just click "Add" next to any of the enhancements and they will be added to your Shopify subscription:

Well done! You are now a LoyaltyLion pro 🎉 

If you have any questions, need advice, or just want to say hello, reach out to support@loyaltylion.com - we’re there for you!

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