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Merchant setup guides

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Getting started

• Get started with Loyalty & Rewards — install, onboarding wizard, setup checklist.

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Points and earning

• Set up earning rules — configure points-per-currency, rounding, action-based rules, and bonus sources.

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Rewards and redemption

• Create your first reward — discount, free-shipping, or free-product rewards.
• Configure VIP tiers — tier thresholds, multipliers, and perks (Growth+).

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Storefront and growth

• Manage the storefront widget — theme app embed and widget blocks; custom branding and popup creation require the Growth plan or higher.
• Manage referrals and campaigns — referral program, bonus campaigns (Pro+).

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Management and settings

• View customers and analytics — member profiles, KPIs, fraud review.
• Manage settings and billing — branding, notifications, integrations, plans, API keys.
• Get support and review policies — contact support, privacy, terms, cookie policy.