What is Shopify store credit?
Shopify store credit is essentially a virtual wallet value that a shop owner can issue to customers. It acts like money that the customer can use towards future purchases within the same Shopify store.
Is it necessary to move from classic customer accounts to new customer accounts to start using the LoyalTree app?
Yes, currently using store credit requires switching to new customer accounts in Shopify. The built-in store credit feature is only accessible to stores that have activated new customer accounts. This feature is still in early access, so it's not available for stores using classic customer accounts.
What data analytics does the app provide about the loyalty or reward program?
The app provides various analytics, including the amount of store credit issued, total order details utilizing the store credit feature, detailed customer transaction analytics, and campaign performance analytics. This helps merchants understand customer behavior and the effectiveness of their loyalty campaigns.
A campaign is a strategy that a merchant can create to run a loyalty or reward program. Customers receive credits as loyalty points for their purchases. Merchants can set multiple conditions, such as order level conditions, customer level conditions, first purchases, or new account creation. Campaigns are useful for enticing customers to purchase more and for customer retention.
How can I notify customers about the offers?
You can create banners in your store to notify customers about offers, such as receiving store credits as cashbacks when purchasing specific products, or creating an account to receive store credits.
What is the return/cancellation handling feature in the app?
If the return or cancellation handling feature is active, any credited amount for a canceled order is automatically deducted. For returns, the store credit is adjusted based on the value of the returned item relative to the total order value.
What customer notifications can we create using the app?
You can create notifications for store credit issued, utilized, and store credit expiry. The ability to edit templates and select notifications depends on your billing plan.
How can I migrate my existing loyalty program to LoyalTree?
You need to upload your customer data from your store, including their current loyalty points, credits, or wallet balance, so that LoyalTree can allocate the same amount of credits to your customers.
What are app user roles and what is their use?
App user roles are for role-based access control. Admins can create multiple app users and define their permissions to restrict access to specific sections of the app.
How can customers see their store credit points?
Customers can view their store credit balance on their account page once you add the app widget to view credit balance, or they can view it at the checkout page. Customers are also notified when store credit is credited to their account.
How can customers redeem these store credit points?
Customers can redeem these points at checkout. There will be a payment option named store credit available at checkout.
Can we control how store credit can be utilized while placing an order?
No, store credits are consumed all at once. The maximum amount that can be debited for that order from store credit will be used entirely.
Can we control how much store credit is sent to the customer after they place an order?
Yes, you can create campaigns to determine the percentage of the order value or a fixed amount that is credited to the customer once they meet the store credit criteria.
How do I create a store credit strategy for customers?
You can create a store credit strategy by setting up campaigns. However, you cannot create a debit control strategy for the customer.
Can we manually adjust customer store credits?
Yes, you can manually adjust customer store credits within the app.
Can we view campaign performance logs and customer transactions related to store credits?
Yes, you can view campaign performance in the campaign section by checking the logs and view customer transactions by searching for the customer in the app to get their complete transaction summary.
How does LoyalTree handle expired store credits?
Store credits have an expiration date, and customers are notified before their credits expire. Once expired, the credits are no longer available for use.
Is there a limit to how many campaigns I can create?
The number of campaigns you can create may depend on your billing plan. Check your plan details for specific limits.
Can I customize the appearance of the store credit notifications?
Yes, the ability to customize notification templates depends on your billing plan. You can edit templates to match your store’s branding.
Is there a reporting feature to track the impact of store credit on sales?
Yes, the app provides detailed reports that track how store credits impact overall sales, customer retention, and order values.
