Setting Up Custom Customer Loyalty Program with Jericommerce's Built-in System and Shopify Flow

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Combine Jericommerce's built-in reward management capabilities with the powerful automation of Shopify Flow, and create a custom loyalty experience.

‍Table of Contents:

1. What You'll Need (Prerequisites)
2. Understanding the Roles: Jericommerce vs. Shopify Flow
3. Step 1: Define Your Rewards in Jericommerce
4. Step 2: Access Shopify Flow and Jericommerce's Tools
5. Step 3: Create Your First Loyalty Rule (Basic Points for Purchase)
6. Step 4: Implement Custom Loyalty Rules using Templates
7. Step 5: Test Your Loyalty Flows
8. Best Practices & Tips
9. Troubleshooting Common Issues

1. What You'll Need (Prerequisites)

Before you begin, ensure you have the following:

• An active Shopify store.
• The Jericommerce app installed and configured on your Shopify store.
• The Shopify Flow app installed and enabled in your Shopify Admin.
• The Jericommerce Loyalty System must be enabled and synced (Loyalty and Rewards features) within your Jericommerce dashboard. This ensures the core loyalty functionality is active and ready to interact with Shopify Flow.

2. Understanding the Roles: Jericommerce & Shopify Flow

To build your loyalty program effectively, it's crucial to understand how Jericommerce and Shopify Flow work together:

• Jericommerce's Built-in Loyalty System: This is where you define and manage your redeemable rewards (e.g., "10% off coupon," "Free Shipping voucher," specific products). It holds the "inventory" of what customers can earn. Jericommerce also handles the overall management of customer loyalty balances and displays them via the customer's digital wallet.
• Shopify Flow: This is your automation engine where you configure all the custom rules and logic for your loyalty program. Using Jericommerce's custom triggers and actions available directly within Flow, you decide when and how customers earn specific rewards, achieve tiers, or receive notifications.

3. Step 1: Define Your Rewards in Jericommerce

Before you can create rules for earning, you need to define the rewards themselves within your Jericommerce account.

1. Log in to your Jericommerce Dashboard.
2. Navigate to the Loyalty or Rewards section (the exact path may vary slightly based on your Jericommerce version).
3. Create new reward items. For each reward:
   • Provide a clear Name (e.g., "Bronze Tier Discount," "Welcome Bonus Coupon").
   • Define the Reward Type (e.g., fixed discount, percentage discount, free product, gift card value).
   • Set the Value of the reward (e.g., "$10 off," "20%," "$25 gift card").
   • Configure any other relevant settings like Minimum Purchase Requirements, Expiry Dates, or Usage Limits.
   • Ensure each reward has a unique identifier or name that you can easily reference later in Shopify Flow.

4. Step 2: Access Shopify Flow and Jericommerce's Tools

Now, let's get acquainted with Shopify Flow and how Jericommerce extends its capabilities.

1. From your Shopify Admin, go to Apps > Shopify Flow.
2. In the Shopify Flow dashboard, you will find options to "Create workflow."
3. When building a workflow, you'll select a Trigger (the event that starts the flow) and then define Conditions (if specific criteria are met) and Actions (what the flow does).
4. Familiarize yourself with Jericommerce's specific triggers and actions which are available directly within Shopify Flow's building interface. These allow seamless communication with Jericommerce's backend loyalty system.
   • Jericommerce Triggers examples: Customer Scanned from POS, Reward Redeemable, Reward Redeemed, Loyalty Card Installed.
   • Jericommerce Actions examples: Assign a coupon, Balance increase, Balance decrease, Send push notification.

5. Step 3: Create Your First Loyalty Rule: Give Points Based on Order Amount

This is a common loyalty program where customers earn points based on how much they spend. You can use the "Give points based on each order amount" template or build this from scratch.

1. In Shopify Flow, click "Create workflow."
2. Select a Shopify Trigger: Choose "Order Paid" (under the Order category). This starts the flow every time an order is successfully paid.
3. Add any desired Conditions (optional):
   • Click the "+" button under the trigger, then select "Condition."
   • Example: Order > Total price > is greater than or equal to > $50.
4. Add a "Run code" Action (for point conversion):
   • Click the "+" button below your condition (or directly under the trigger if no condition).
   • Select "Action."
   • Search for and select "Run code" (This is a native Shopify Flow action).
   • In the "Run code" configuration, you'll see a JavaScript function that converts the order amount into points. You can modify the constants for your specific conversion rate and rounding method:
     • CONVERSION_RATE: By default, this is often set to 0.1 (meaning 1 point per 10 units of currency, or 0.1 points per 1 unit). Adjust this value to your desired point-to-currency ratio (e.g., 1 for 1 point per 1 currency unit).
     • ROUND_METHOD: Determines how decimal points are handled (e.g., 'up', 'down', or 'nearest').
   • The output of this "Run code" block will be the calculated points.
5. Add a Jericommerce Action (to increase balance):
   • Click the "+" button below the "Run code" action.
   • Select "Action."
   • Search for and select "Jericommerce: Balance increase."
   • In the action configuration, specify:
     • Customer Email: Use a dynamic variable from the order (e.g., {{ order.customer.email }}).
     • Amount: Use the output from your "Run code" block (e.g., {{ runCode.points }}). This will automatically use the calculated points.
     • Reason (Optional): Add a descriptive note like "Points for purchase #{{ order.name }}".
6. Name and Activate Your Workflow: Give your workflow a descriptive name (e.g., "Award Points for Order Amount"). Click "Turn on" in the top right corner.

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6. Step 4: Implement Custom Loyalty Rules using Jericommerce Templates

Jericommerce provides pre-built Shopify Flow templates to accelerate the setup of more specific or detailed loyalty scenarios.

1. In Shopify Flow, navigate to the "Templates" section.
2. Look for templates provided by Jericommerce (often found by searching "Jericommerce" in the template library). Examples of available templates include:
   • Reward customers after installing the Loyalty Card.
   • Thank, and Reward with points for subscription activation.
   • Give points based on each order amount. (This is the flow detailed in Step 3, you can use the template or build it manually).
   • (Note: Some templates might require additional third-party apps to be installed, like "Reward with points after a review" which requires Growave, or "Wallet Push Notification When Customer Has Enough Points for a Reward".)
3. Select a template that fits your needs.
4. Review and customize the template:
   • Triggers: Understand what event activates the flow (e.g., "Customer Created" for first-time purchase).
   • Conditions: Adjust any if/then logic to fit your specific criteria (e.g., if customer tag is "VIP").
   • Jericommerce Actions: Modify the Jericommerce actions (like Balance increase, Assign a coupon, Send push notification) to correspond to your defined rewards and desired outcomes. Ensure the reward IDs or values match what you set up in Jericommerce (Step 1).
5. Name and Activate your customized workflow.

7. Step 5: Test Your Loyalty Flows Thoroughly

Before launching your loyalty program, it's crucial to test all your workflows to ensure they function as expected.

1. Use a test customer account (or create a new one) that is not part of your regular customer base.
2. Perform actions that should trigger your loyalty flows (e.g., place a test order, create a new customer account, apply specific customer tags).
3. Monitor Shopify Flow activity: Go to Shopify Flow > Activity to see if your workflows ran successfully. Check for any errors.
4. Verify in Jericommerce: Log in to your Jericommerce dashboard and check the test customer's loyalty balance and available rewards to ensure points were added and rewards were assigned correctly.
5. Test redemption: If you have redemption mechanics, perform a test redemption to ensure the discount or reward applies as expected during checkout.

8. Best Practices & Tips

• Communicate Clearly: Ensure your customers understand how to earn and redeem rewards. Promote your loyalty program effectively on your website, email, and social media.
• Start Simple, Then Expand: Begin with one or two core loyalty rules, test them thoroughly, and then gradually add more custom flows.
• Monitor Performance: Regularly check your Jericommerce loyalty reports and Shopify Flow activity logs to track program performance and identify any issues or opportunities for optimization.
• Use Customer Tags: Leverage Shopify's customer tagging in conjunction with Shopify Flow conditions to create targeted and personalized loyalty experiences (e.g., tag VIP customers to give them bonus points).
• Explore all Jericommerce Triggers/Actions: Familiarize yourself with all the specific Jericommerce triggers and actions available in Shopify Flow to unlock maximum potential for your loyalty program.

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