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Classic, Advanced & Plus plans overview

Written by Jason Leader

Your Classic, Advanced, or Plus plan gives you the full LoyaltyLion platform, an onboarding manager to help you launch, and our team to run your data imports for you. This article walks through each area so you know where to find things and what your plan includes.


In this article:


Reviewing your program's performance

LoyaltyLion reports on your program across four areas, each with its own page in the left-hand menu.

Dashboard

The Dashboard is your starting point. It summarizes new program members, points earned and spent, rewards claimed, and loyalty purchases.

The LoyaltyLion Dashboard showing program statistics

Analytics

Analytics breaks your program down by area, with separate pages for Performance, Orders, Referrals, and Notifications. This is where you go to see how one part of your program is doing rather than the program as a whole.

The Analytics tab showing referral and order analytics

The Notifications page in Analytics is included on Plus plans. On a Classic or Advanced plan you can add it, so contact your onboarding manager or our Support team at support@loyaltylion.com for pricing.

Insights

Insights sits under Analytics and groups your shoppers by how they engage with your program: non-members, members, members who have not redeemed, and members who have. You can use those groups to target email campaigns.

Insights also shows which customers are your most loyal, which are at risk of lapsing, and which are worth winning back.

The Insights page showing customer groups

Customers

The Customers page lists everyone in your program. Open a customer to see their points balance, the rewards they have claimed, and their order history. You can also give or remove points, block them from the program, and on Advanced and Plus plans move them to a different tier.

The Customers tab showing a list of program members

Loyalty emails

Your plan includes four loyalty emails, and you can enable and customize each one in LoyaltyLion:

  • Welcome to the loyalty program, sent when a customer joins.

  • Reward available reminder, sent when a customer has enough points to claim something.

  • Monthly reward reminder, a monthly statement of their points balance.

  • Points expiring soon, sent before a customer's points run out.

If you already send loyalty emails through an email platform we integrate with, you do not need to enable the LoyaltyLion versions as well.

The Emails tab showing the available loyalty emails

Building your program

The Program menu is where you build what your customers can earn, what they can spend their points on, and how they progress.

Rules

Rules are the actions your customers complete to earn points, such as placing an order, creating an account, celebrating a birthday, leaving a review, or referring a friend. Setting up your rules is a good place to start.

Program > Rules showing the list of activity rules

Rewards

Rewards are what your customers redeem their points for. Your plan includes money off vouchers, percentage discounts, free shipping, free products, Shopify gift cards, discounts on a specific product or collection, and custom rewards you define yourself. Your customers can also redeem their points directly at checkout.

Program > Rewards showing the list of rewards

Tiers

Tiers reward your most valuable customers with better earning rates and better rewards as they move up. You choose how many points each activity or reward is worth per tier, which activities and rewards each tier can access, and you can list benefits you offer outside LoyaltyLion so customers can see the whole picture.

Program > Tiers showing a configured tier structure

Tiers are included on Advanced and Plus plans. On a Classic plan you will need to upgrade, so contact your onboarding manager or our Support team at support@loyaltylion.com for pricing.


What your customers see

The Display menu controls how your loyalty program looks on your storefront.

Integrated loyalty page

Your plan includes an integrated loyalty page, a full page on your store rather than a pop-up panel, and the LoyaltyLion Theme Editor to build it. The Theme Editor lets you arrange the page and set its title, theme, buttons, and icon colors without writing any code. Anything beyond that your developers can build with CSS or our SDK components.

Display settings for the integrated loyalty page

Notifications

On-site notifications prompt new, guest, and existing customers toward your program as they browse your store. Your plan includes the earn points and welcome new visitors notifications.

Three enhanced notifications are also available:

  • Post-purchase: guest sign-up

  • Post-purchase: refer a friend

  • Redeem rewards

An on-site loyalty notification shown to a customer

The three enhanced notifications are included on Plus plans. On a Classic or Advanced plan you can buy them as an add-on, so contact your onboarding manager or our Support team at support@loyaltylion.com for pricing.


Integrations

Connecting LoyaltyLion to the other apps you run lets you award points for activity happening outside your store and send loyalty data into your marketing tools. Your plan covers the email and customer platforms, including Klaviyo, Mailchimp, Omnisend, Dotdigital, Ometria, HubSpot, and Zendesk, plus Recharge for subscriptions, Loox, Stamped.io and Bazaarvoice for reviews, and Shopify POS for in-store purchases.

The Integrations page showing available integrations

Importing your existing data

If you are moving to LoyaltyLion from another loyalty platform, we can bring your customers' existing data across so nobody loses what they have earned. We can also import points as a one-off, to thank customers who were loyal before you launched.

Your onboarding manager will tell you what we need from you and will run the import for you. We can import:


FAQ

How do I add a feature that is not on my plan?

Some features can be added to your current plan as a paid add-on, and others need a plan upgrade. Your onboarding manager can tell you which applies and what it costs, or you can contact our Support team at support@loyaltylion.com.

Who can I contact for help with my program?

Every plan includes email support, so you can always reach our Support team at support@loyaltylion.com or through the in-app chat. Your plan also includes an onboarding manager to help you launch. Beyond that:

  • Classic and Advanced plans can request a program review from a customer success manager once every 6 months.

  • Plus plans include a dedicated customer success manager.

Which plans include tiers?

Tiers are included on Advanced and Plus plans. They are not available on Classic, Small Business, or our free plan.

Where can I see everything each plan includes?

Our pricing page carries the full comparison and is the most up to date place to check. Related: LoyaltyLion pricing

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