In this article:
When re-platforming your loyalty program, please ensure that:
Your new store URL is updated within LoyaltyLion
You have imported your customers into your new store. This will then generate new customer IDs for your customers, which we will then use for any customer points/tier/birthday imports.
When migrating, if customers have unused vouchers, ensure you refund the unused vouchers, then create a .CSV for your customers' points import with the new customer IDs. This will then prevent customers from losing out on their unredeemed rewards and will prevent them from losing their points.
Please be aware that the following customer historic data will not be transferred to your new platform:
However, the customers' birthdays, points, and emails can be imported into your new platform.
Once imported, customers that have unsubscribed from your mailing list will remain unsubscribed, to follow GDPR regulations.
At LoyaltyLion, we do not run a separate account for the customer, but sync our Loyalty scheme with your customers' existing accounts on your store. Therefore, when migrating to a new platform, customers must create a new account on your store to be enrolled in the loyalty program.
[Shopify] When you migrate through Shopify, customers who have not yet activated their accounts will just appear in our system as "guests". In this case, we can import the points to the customers but they will need to activate their accounts with the new store to be able to use them.
How to change platforms?
Note - If you'd like to test your new platform before launching, you can check out our article here.
1. Let us know that you will be changing platforms
2. Go to your Account > Settings > Add site > Select the correct platform (screenshots below) > Install LoyaltyLion again on your site's new e-commerce platform.
3. Set up all the rewards and activity rules as it was on your original loyalty program.
Customization from your previous loyalty program will also need to be updated, if you are copying the coding used in your previous store, and pasting this into your new store, the coding will need to be updated. This includes any customized logos within your loyalty panel. This can be updated by changing the image URL.
4. If you want customers to retain all the points for their rewards, refund the claimed but unused rewards back to the customers. We have a guide on how to do this here.
5. Send us a list of your customers and the points you want to import:
*Important note: you need to import the customers to your new platform first as we need their specific IDs in order to import them to your loyalty program.
For example, as you’re moving from Magento to Shopify, import all your customers to Shopify first and once all customers exist in Shopify, then send us the list with their emails. If this is not done, the import will not work.
Frequently asked questions
Q. What if I am re-platforming from Magento 1 to Magento 2?
We have more information on 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.
Q. Can we have two sites concurrently in our LoyaltyLion account - one, the live site integrated with the new platform, and the other the dead site, integrated with our old program?
Q. Can we remove the old site that used to be integrated with our old platform once we are finished re-platforming?
Yes, just contact our team at email@example.com to discuss doing so.