Loyalty Features Configuration

This document provides a comprehensive step-by-step procedure on how to integrate a loyalty dashboard, including features like customer coins, current balance, transaction history, referral widgets, and birthday rewards, onto the customer's account page. By following these instructions, you can maximize customer engagement by ensuring they have access to relevant loyalty information when they check their order status.

Step 1

To configure the loyalty dashboard, begin by accessing your Shopify account. Click on the "Customize" option.

Step 2

Navigate to the "Checkout and Customer Account" section. Here, select the "Orders" page. This is the page where logged-in customers will be able to view their orders.

Step 3

You can add necessary blocks to this page.

Step 4

Add all three blocks, one by one, to the selected section.

Step 5

This action will add all three widgets to the customer's order page.

Step 6

This is how the customer's order screen will appear with the added widgets.

Step 7

Customers will be able to see their name, loyalty points, and referral link on this screen.

Step 8

In the birthday reward section, customers can earn coins.

Step 9

The "Refer and Earn" link will display the description you provided, along with the customer's current orders. This concludes the configuration process.