This guide provides a high-level overview of the workflows and concepts that underpin enrolment in an Okendo-powered loyalty program.
In this article, you’ll learn about:
Loyalty States
Important Points to Note
Loyalty States
Customers engage with Okendo Loyalty onsite via the Floating Widget, Loyalty Page or Banner Widget. How these display to customers will depend on whether the customer has logged into their Shopify store account and if they have enrolled in the merchant's loyalty program.
1. Customer not logged into Shopify store account
Okendo Loyalty is underpinned by Shopify’s customer accounts. Refer to Shopify’s help article on the different types. Customers who aren’t logged into their Shopify store account will see Okendo Loyalty in the following state. They can view what actions will earn points and the types of coupons they can redeem. However, they will be prohibited from redeeming coupons.
Floating Widget
Loyalty Page
Banner Widget
In this state, customers enter their email address to enrol in the merchant’s loyalty program:
If they don’t have an existing Shopify store account, Okendo Loyalty will send them an email, prompting them to create one. They then complete enrolment by opening Okendo Loyalty, which will prompt them to opt-in (by selecting the Join & Agree call to action).
If they do have an existing Shopify store account, Okendo Loyalty will send them an email with a call to action, that when clicked, will log the customer into their store account. If at this point, they have not opted-in to the loyalty program, they will be prompted to do so (again, by selecting the Join & Agree call to action).
2. Logged Into Shopify store account and Enrolled member status
Members who are logged into their Shopify store account and enrolled in the merchant's loyalty program previously, will see Okendo Loyalty in this state. Members can view their points balance and actions that will earn them points. They will also be able to redeem coupons (provided they have sufficient points).
Floating Widget
Loyalty Page
Banner Widget
3. Logged-in to Shopify store account and Pending member status
In this scenario, customers have a Shopify store account, but have not opted in to the merchant’s loyalty program (ie they have pending member loyalty status). Customers are shown their current points balance and are prompted to Join & Agree, to enrol in the merchant’s loyalty program.
Floating Widget
Loyalty Page
Banner Widget
Important Points to Note
Capturing Points/Coupons Earned from Pending Members
Okendo Loyalty allows customers to accumulate points without joining the merchant's loyalty program. However, a customer must join the program to redeem for and use coupons. Points earned between the program launch date or program back-date (if used) and join date, will be attributed to the customer.
If you have any specific questions or need further assistance, feel free to reach out to our support team.