In this article:

Dashboard

Analytics

Insights

Flows (Plus Plans only)

Customers

Emails

Manage

[Shopify Free plan] Enhance LoyaltyLion

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? 

This feature is currently for paid plans only.

Here, you can see how LoyaltyLion is increasing your revenue, customer lifetime value, average purchase frequency and average order value.

Our 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 accrued and redeemed points to claim a reward, but has not necessarily used that reward in 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.

We go into more detail on each of the graphs and how we attribute revenue to the loyalty program in our guide here: Loyalty Dashboard

Got it all? Let's move on! 🦁

This tab is divided into a few 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 are a successful way to gain new customers while keeping your existing customers engaged.

Here is what the tab looks like:

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

Read more about the referral export.

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! 🎁

Free Plan: Get 'Refer a Friend' activity rule enhancement

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.

Data is shown for customers who have placed an order over the past twelve months, or since program launch if your program has been live for <12 months, so the numbers will be less than your total number of customers in your store.

Members: enrolled members of your loyalty program

Non-members: guest customers who are not enrolled in the program as they haven’t 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: 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:

Click into a customer record to view more information on the customer.

Individual customer tab:

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

Learn how to use the features in the Customer's tab.

Flows increases the impact and ROI of your program by delivering unique loyalty experiences in response to shopper actions and behaviors.

LoyaltyLion Flows allow you to incentivize loyalty members to make additional purchases by rewarding them with points when they make an additional purchase.

This feature is currently in Beta - find out more about it here.

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?

Click here to find out more about how to set up and customize LoyaltyLion emails

Free Plan: Get 'Emails' enhancement

You are almost there! One step to go
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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:

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:

Read more about the enhancements.