Loyalty setup checklist

These steps take your loyalty program from a new workspace to a live program on your store, in the order a new brand takes them.

Cevoid creates your program with your workspace. No switch turns it on: each purchase incentive, activity, reward, and tier works from when you set it live. Things to do on the Loyalty⁠ page lists daily work, such as rewards to fulfill, not these steps.

Create your workspace from the Loyalty app on Shopify, Cevoid: Loyalty & Rewards⁠, or from Cevoid's sign-up page: see Create your workspace.

Your store brings your products into Cevoid, and your orders once order sync is on.

• Shopify: Installing the Loyalty app, Cevoid: Loyalty & Rewards⁠, connects your store. If you created your workspace another way, install the app on the same store: it joins the same workspace. Your store's page in Settings → Integrations → Shopify⁠ then lists Loyalty under Installed apps. See Install a Cevoid Shopify app.
• WooCommerce: Connect your store in the setup screens, or later in Settings → Products and markets⁠: see Connect WooCommerce
• Other platforms and headless setups: Product feeds bring in your products, and your own system sends your orders to the Cevoid API. This needs access to your site's code: if you don't edit it yourself, share General implementation with your developer.

A market is a version of your storefront with its own domain, language, and currency. Program widgets show each market's language and currency. Manage your markets in Settings → Products and markets⁠.

On Shopify and WooCommerce, Cevoid creates your first market when you connect your store, and starts syncing it. On other platforms, create it with your storefront's domain and add its product feeds. Create a market for each other version of your storefront, and start each new market's first sync. See Create a market and Sync a new market.

Your Authentication method decides how members log in to your program widgets, and your Program opt-in rule decides how customers become members. Set both, along with your Program name, in Settings → Loyalty → General⁠.

On Shopify, members can log in with their store account, which needs the Loyalty app and customer accounts turned on in Shopify. Otherwise, they log in with a code Cevoid emails them, or through your own login, which needs server-side code. See General program settings.

Under All customers and Store account and program action, an order can make a customer a member, even before your widgets are on your store.

Customers who join from your program widgets see your program opt-in consent, so they agree to your terms when they join. If your activities include challenges, they can also show competition terms. Write and publish them in Settings → Legal⁠: see Activate program opt-in consent and Competition terms.

Points for purchases and tier milestones come from the orders Cevoid receives. New workspaces start with order sync off.

• Shopify and WooCommerce: Enable Sync orders in Settings → Orders⁠: see Turn on order sync
• Other platforms and headless setups: Your own system sends each order to the Cevoid API, with an API key from Cevoid: see Send orders through the API

Imported order history never earns points: see Which orders earn points. Synced orders can also make customers members, depending on your opt-in rule.

In Settings → Loyalty → Points⁠, name the points members earn and redeem, add an icon, and set if and when they expire: see Points. A new program calls them "point" and "points", and they never expire.

• Points provider: To keep points in Voyado instead of Cevoid, select Voyado once Voyado is connected. Members then can't redeem points for redeemable rewards.
• Expiration: Until a member has points, a new expiration method saves right away. After that, a change opens Update points expiration and asks you to confirm.

Members earn points from purchase incentives, and rewards from activities. A new program has neither, so no order earns points until a points per amount spent incentive is live.

• Purchase incentives: Create a points per amount spent incentive in Loyalty → Purchase incentives⁠ and set it live: see Points per amount spent. Your purchase settings decide which parts of an order count and when Cevoid processes it.
• Activities: To reward actions beyond purchases, such as following your social accounts or sharing content, add single-task activities or challenges: see Activities overview

Redeemable rewards are what members spend their points on. A new program has none: create each one in Loyalty → Redeemable rewards⁠ and set it live. See Create a redeemable reward, and for every reward type, Available rewards.

On Shopify, Cevoid creates each discount code in your store through the Loyalty app. On other platforms, you upload the codes Cevoid distributes: see the Manual tab of Discount code: Amount or percentage off.

Tiers give members entry rewards and perks as they progress. Your program starts with one tier, the entry tier Member, which every new member joins. To add levels above it, create ranked tiers in Loyalty → Tiers⁠ and launch them with Manage tiers: see Tiers.

By default, tiers never expire: to make members re-qualify, see Tier evaluation and earning windows.

Program emails tell members about their tier, their rewards, and points about to expire. Send them from your CRM or from Cevoid.

• Klaviyo or Voyado: Enable the program events in your integration, and build the emails there. See Send program events to your CRM.
• Cevoid: Publish a flow on a program trigger, such as Tier earned, with an Action step that sends one of your program's email templates. See Send program emails with flows.

Program widgets show your program on your store. Cevoid creates them with your workspace, in Loyalty → On-site widgets⁠, where you edit each widget's copy and layout: see On-site widgets. For where to put them on your store, see Available widgets and sections. Their fonts and colors come from your Loyalty theme, which you can import from your store: see Import a theme.

To embed a widget on Shopify, add it in your theme editor with the Loyalty app, or click Create new page for the Full landing page. On other platforms, add the Cevoid script for program widgets and the widget's code. See Embed program widgets. A widget's card shows Live when it has loaded on your store in the last 10 days.

Only admins can invite colleagues to your workspace: see Invite people.