Okendo

Glenn Lee

Amanda Calderon

James Fletcher

Easily setup fully customizable earning rules that drive targeted actions, increase engagement and grow your community.

Okendo Loyalty

Welcome to Okendo Loyalty

Loyalty Onboarding

Importing Loyalty Data

Getting Started

Configuring Loyalty Settings

Configuring VIP Tiers for Loyalty

Configuring Earn and Redemption Rules

Customizing Okendo Loyalty Emails

Permanent free shipping for VIP Tiers

Combining discounts in Okendo Loyalty

Using custom earn rules

Using promotions in your loyalty program

Achievements

Store credits in Loyalty

Configuring your Loyalty Program

Configuring a landing page, using the Loyalty Page builder

Installing and Configuring the Floating Widget

Installing and Configuring the Banner Widget

Loyalty Checkout Extensions

Post-Review Loyalty Modules

Customer Accounts Extensions for Okendo Loyalty

Adding Points Preview

Adding Points Preview to the cart page and cart drawer

Configuring a landing page, using Loyalty Page Plus

Loyalty Page Plus - Module and Styling Reference Guide

Migrating your existing landing page to Loyalty Page Plus

Configure on-site displays

The Experience For Loyalty Members

Loyalty Data in Customer Profiles

How Okendo Loyalty applies your tax inclusion setting when calculating qualifying spend for points on orders and refunds.

How Okendo Loyalty calculates spend on tax-inclusive orders

How does it work?

Members and Activity Views in Okendo Loyalty

Performance reporting in Okendo Loyalty

Okendo Loyalty Dashboard

Reports and Analytics

Extend your Okendo Loyalty program across your email, SMS, and marketing stack to reach members at exactly the right moment.

What Okendo Loyalty connects with

Using Loyalty metafields in Shopify

Simon Mainwaring

Integrations

okendo.io

Partners

Developers

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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