The Loyalty Program feature allows you to reward your customers for repeat purchases and engagement, helping enhance customer retention and loyalty. Setting up this program in your Shopify store using Subi is simple and straightforward.

Open Subi > Retention and click the Loyalty program tile. The page has five tabs: Configuration (earn methods, rewards, social follow and the setup checklist), Members (every customer's points balance), Referrals (shown once the Refer a friend earn method is available for your store and switched on), Analytics and Settings. On a plan that does not include the loyalty program only Configuration is open; the other tabs are greyed out.

Next to the title, a status badge reads Not set up (the program has never been turned on), Active, or Paused. The main button changes with it: Activate, Pause, or Reactivate. The Preview customer view button sits beside the main button, and the Guides menu holds How it works, a short introduction to the feature.

Until the program has been turned on for the first time, the Configuration tab starts with a card titled Your loyalty program is not running. It says that nothing below is live for your customers yet and lists 0 members, 0 points issued and 0 rewards redeemed, because a program that has never been active cannot have any. If your plan does not include loyalty, the same card names the plan that includes it and that plan's monthly price, and you can still open the customer preview before you upgrade.

Define how your customers will earn points:

Reward your customers with bonus points for following your brand on social media. This is a great way to grow your audience while keeping customers engaged with your loyalty program.

Tip: You can add up to 6 platforms. Each platform can only be added once.

When a customer visits their account page, they'll see a Follow Us card listing your social media profiles. Each platform shows how many points they can earn.

After clicking Follow, your social profile opens in a new tab and the points are added to the customer's balance right away, with a banner such as 50 points added to your balance. Subi cannot check whether the customer actually followed you: the card tells customers that points are added when they open a profile and asks them to follow you while they are there.

A platform the customer has already claimed shows Points added in place of the points, with a Visit link that still opens your profile. Each platform can be claimed once per customer; a second attempt shows You've already earned points for this platform.

Rewards encourage customer engagement and repeated interactions. Set up rewards by:

After entering details, click Save. You can edit or remove rewards anytime.

Activate the Subi widget on your Shopify store:

This feature enables us to display the loyalty widgets throughout your customer's shopping experience.

Allow customers easy access to their loyalty information via the customer account:

Once you have completed or dismissed the setup checklist, the Configuration tab shows a Storefront delivery card with one row for the Subi app embed and one for the Customer account extension. Each row reads On or Requires setup. A row that needs setup shows Customers can't see their points until this is set up. with an Enable app embed or Customize Theme button and a Setup guide link that opens the matching guide.

The card opens collapsed when both rows are On and expanded while either row still needs setup. Use Show delivery details and Hide delivery details to change that; Subi remembers your choice. The extension row can only be checked from inside the Shopify admin, so it reads Unknown if you open Subi any other way.

Ensure you've created at least one earning method and one reward before activating:

Program statuses:

Click Preview customer view at the top of the Loyalty Program page to open the Customer view preview. It reproduces the loyalty section of the Shopify customer account from your own earn methods and rewards, in the wording customers see (for example 10% OFF Coupon or Free Delivery). The points balance carries a Sample badge: it is set to your cheapest reward so you can read the rewards as a customer with just enough points to spend, and every real customer sees their own balance, coupons and pending points instead.

The preview tells you when customers cannot see any of it yet: while the program is not active, and while the customer account extension has not been added. Open in customer account editor takes you to the Shopify editor to add it. The preview also works on a plan that does not include the loyalty program, so you can judge the feature before upgrading.

Subi never emails your customers about a new loyalty program. Instead, once your program is Active with at least one reward and an active earn method (orders, signup or birthday), the Configuration tab shows an Announce your program card. Click Get announcement content to open the Announcement content window, which holds a Subject line, an Email body and an HTML version, each with its own copy button.

The content is written from your real settings. The subject is Your [store name] orders now earn points, or Your [store name] account now earns points when orders do not earn points. The body states each earn rate per unit of currency spent on products, and lists your rewards starting with the cheapest, up to three of them, each with its minimum order value. Paste it into Klaviyo, Shopify Email or whichever tool you already use and send it yourself; edit it as much as you like, because Subi keeps no copy and tracks nothing.

Customers can view and manage their loyalty points and available rewards directly in their accounts. Subi emails them when they earn or redeem points; you choose which of those emails go out under Settings > Notifications, in the Loyalty email notifications card (see How to Enable Email Notifications in Subi).

Once the Subi app embed is enabled, your customers will see how much point they’ll earn by purchasing each product on its product page. To hide the display of the loyalty widget from the product page, navigate to Subi > Retention > Loyalty program > Settings (Tab) > Widgets.

The Members tab lists every customer who has earned points, with their current balance, lifetime earned and redeemed totals, and last activity. A banner at the top, View customer points balance, reminds you that the same balance shows in each customer's Shopify customer details: Go to Customers page opens your Shopify Customers page, and Learn more explains how to add the Subi block there. Full details in How do I see a customer's loyalty points balance in Subi?.

The Referrals tab appears once the Refer a friend earn method is available for your store and switched on. While there are no referrals yet, Promote referrals opens the Refer a friend settings. See How do I set up customer referrals (Refer a friend) in my Subi loyalty program?.

The Analytics tab shows whether your program is working, from Subi's own points records. Pick a date range at the top: it opens on the last 30 days and covers up to 731 days at a time. Four cards follow: Points issued, Redemptions, Active members (customers with at least one confirmed points transaction in the range) and Redemption rate, which is points redeemed divided by points issued. For example, 3,000 points issued and 600 points redeemed give a redemption rate of 20%. Each card compares the range with the period of the same length just before it, shown as Compared with those dates.

Below the cards, the Points issued vs. redeemed chart plots both series over the range, by day, week or month depending on its length, and the Redemptions by reward type table lists Claims, Share and Points value for each reward type. Its claims add up to the Redemptions card exactly; redemptions whose reward details are no longer available appear on an Other row. A program with no points activity yet shows No loyalty activity yet rather than zeroes. Analytics needs a plan that includes the loyalty program.

Every plan that includes the loyalty program also includes loyalty in Shopify POS. After the setup checklist, the Configuration tab shows a Shopify POS card: staff can look up a customer's points balance and redeem rewards at the register once the Subi Loyalty tile is on your POS smart grid. The card reads On when the tile has been added and Requires setup when it has not (Staff can't see or redeem points in store until the tile is added to the smart grid.); Manage POS tile opens the Point of Sale channel in your Shopify admin. How the tile works in store: How do I use Subi Loyalty in Shopify POS?

You can pause your Loyalty Program at any time. While paused, customers cannot earn or redeem points, but existing points remain intact. Simply reactivate the program when ready.

In order to adjust the points of a specific customer, you should follow these steps:

You’ve successfully set up your Subi Loyalty Program! For additional help or questions, please contact our support team.