# CWILL Loyalty Help Center > Welcome to CWILL Loyalty Help Center ## Getting Started - [How to Set Up Your Points Program](https://help.loyalty.cwill.com/en/articles/11946880-how-to-set-up-your-points-program.md): Set up your points program from earning rules to redemption and expiry, and build a rewards system that keeps customers coming back. - [How Customers Earn and Redeem Points](https://help.loyalty.cwill.com/en/articles/11836789-how-customers-earn-and-redeem-points.md): Learn how customers earn points, redeem rewards, and apply loyalty coupons, plus where they can view their points balance across your store. - [3 Steps to Build an Effective Loyalty Program](https://help.loyalty.cwill.com/en/articles/12136615-3-steps-to-build-an-effective-loyalty-program.md): Build a loyalty program customers stay engaged with in three steps—earning actions, redemption options, and branding, with recommended point ratios. - [How to Set Point Values for Your Loyalty Program](https://help.loyalty.cwill.com/en/articles/11836681-how-to-set-point-values-for-your-loyalty-program.md): Decide what your points are worth based on order value, margins, and customer behavior, with common point-to-dollar ratios and recommended reward strategies. - [How to Maximize Your Loyalty Program ROI](https://help.loyalty.cwill.com/en/articles/12136645-how-to-maximize-your-loyalty-program-roi.md): Boost loyalty program participation through better visibility, diverse rewards, and attainable redemption thresholds that keep customers engaged. - [How to Review Your Loyalty Program Setup](https://help.loyalty.cwill.com/en/articles/12136661-how-to-review-your-loyalty-program-setup.md) - [Loyalty Program Launch Checklist](https://help.loyalty.cwill.com/en/articles/12147848-loyalty-program-launch-checklist.md): Essential setup tasks before launch—branding, integrations, points and referrals, customer imports, and promotion—with time estimates for each step. ## Points Program - [How to Reward Points for Visiting a URL](https://help.loyalty.cwill.com/en/articles/11775042-how-to-reward-points-for-visiting-a-url.md): Reward points when customers click a link to join communities, download apps, view new products, or leave reviews, with setup steps and naming tips. - [How to Reward Points for Customer Birthdays](https://help.loyalty.cwill.com/en/articles/11775284-how-to-reward-points-for-customer-birthdays.md): Send points to customers on their birthday to build loyalty, with steps to enable the reward, set up birthday emails, and guide customers to redeem. - [How to Reward Points for Signing Up](https://help.loyalty.cwill.com/en/articles/11775599-how-to-reward-points-for-signing-up.md): Reward new customers with points when they sign up, with setup steps, how to grant points to past sign-ups, and how loyalty membership is triggered. - [How to Reward Points for Placing an Order](https://help.loyalty.cwill.com/en/articles/11775705-how-to-reward-points-for-placing-an-order.md): Reward points per order by spending or flat rate, with both methods compared, how to credit past purchases, and a checklist for missing points. - [How to Reward Points for Leaving a Review](https://help.loyalty.cwill.com/en/articles/11782141-how-to-reward-points-for-leaving-a-review.md): Reward points when customers write reviews, with bonus for photos or videos, plus setup for CWILL Reviews, Judge.me, and connection troubleshooting. - [How to Reward Points for Social Media Engagement](https://help.loyalty.cwill.com/en/articles/11782385-how-to-reward-points-for-social-media-engagement.md): Reward points for follows and shares on TikTok, Instagram, Facebook, X, and YouTube, with setup for each platform and a workaround for unsupported ones. - [How to Create an API-Verified Action Reward](https://help.loyalty.cwill.com/en/articles/11836816-how-to-create-an-api-verified-action-reward.md): Trigger points via API or Shopify Flow for custom actions like surveys, events, or wishlists, with setup, trigger options, and a manual social media workflow. - [Visit a URL vs API-Verified Action Reward](https://help.loyalty.cwill.com/en/articles/11838369-visit-a-url-vs-api-verified-action-reward.md): Compare the two custom reward types by use case, setup complexity, and behavior verification, to help you choose click-based or API-triggered points. - [How to Reward Points for Visiting Your Website](https://help.loyalty.cwill.com/en/articles/14177885-how-to-reward-points-for-visiting-your-website.md): Reward customers with points for visiting your site, with daily, weekly, or monthly limits to build return habits, plus setup steps and naming tips. - [How to Set Up Loyalty Reward Coupons](https://help.loyalty.cwill.com/en/articles/11782479-how-to-set-up-loyalty-reward-coupons.md): Set up online and POS redemption options including amount, percentage, free shipping, and free product rewards, plus custom coupon names to boost engagement. - [How to Customize Discount Code Prefixes](https://help.loyalty.cwill.com/en/articles/11782506-how-to-customize-discount-code-prefixes.md): Set custom prefixes for discount codes to strengthen branding and tracking, with a global option or separate prefixes for loyalty, referral, and VIP rewards. - [How to Revoke a Reward and Refund Points](https://help.loyalty.cwill.com/en/articles/11782539-how-to-revoke-a-reward-and-refund-points.md): Revoke unused rewards to automatically return points to a customer's account, with steps to locate the reward and rules on what cannot be reversed. - [How to Apply Discount Coupons to Gift Cards](https://help.loyalty.cwill.com/en/articles/11797869-how-to-apply-discount-coupons-to-gift-cards.md): Apply loyalty discount coupons to gift card products despite Shopify's default restrictions, with setup steps for specific-product discounts. - [How to Set Up Free Product and Free Shipping Rewards](https://help.loyalty.cwill.com/en/articles/11830839-how-to-set-up-free-product-and-free-shipping-rewards.md): Let customers redeem points for free products or free shipping, with setup steps, expiry and combination rules, plus uses in points, referral, and VIP programs. - [How to Add CWILL Loyalty to Shopify POS](https://help.loyalty.cwill.com/en/articles/11797912-how-to-add-cwill-loyalty-to-shopify-pos.md): Enable in-store point earning and redemption through Shopify POS, with steps to add the loyalty tile, configure POS rewards, and guide staff at checkout. - [How to Configure Points Expiry](https://help.loyalty.cwill.com/en/articles/11797973-how-to-configure-points-expiry.md): Expire points based on customer inactivity to drive engagement, with steps to set duration, configure expiry reminder emails, and where customers can check dates. - [How Points Are Canceled for Refunded or Canceled Orders](https://help.loyalty.cwill.com/en/articles/11798047-how-points-are-canceled-for-refunded-or-canceled-orders.md): Understand how points are automatically deducted when orders are refunded or canceled, including rules for each status, VIP tier impact, and POS handling. - [How to Configure Program Participants](https://help.loyalty.cwill.com/en/articles/11798069-how-to-configure-program-participants.md): Choose whether all customers or members only can earn points, with the differences between member, guest, and excluded statuses and how customers become members. - [How to Configure Order Settings for Points](https://help.loyalty.cwill.com/en/articles/11811624-how-to-configure-order-settings-for-points.md): Manage order-related point rules in one place, including reward channels, order status, taxes and shipping, subscription orders, and refund deductions. ## Referrals Program - [How to Set Up a Branded Referral Popup](https://help.loyalty.cwill.com/en/articles/11811642-how-to-set-up-a-branded-referral-popup.md): Display a referral reward popup on your store with custom colors, shapes, button actions, and messages before and after reward claim to match your branding. - [How to Set Up Referral Rewards](https://help.loyalty.cwill.com/en/articles/11811684-how-to-set-up-referral-rewards.md): Configure rewards for both referrers and referred friends, add social sharing options, and track referral progress with built-in fraud detection. - [Fraud Prevention in the Referral Program](https://help.loyalty.cwill.com/en/articles/11811691-fraud-prevention-in-the-referral-program.md): Understand how the referral program detects and blocks fraud, including IP-based checks, repeated email use, and claim attempt limits. ## VIP Program - [How to Set Up the VIP Program](https://help.loyalty.cwill.com/en/articles/11812132-how-to-set-up-the-vip-program.md): Build a VIP program from tier setup and entry rules to expiry and past order sync, with options for tier skipping, re-entry, and lifetime or yearly validity. - [How to Sync VIP Tier Tags to Shopify](https://help.loyalty.cwill.com/en/articles/16406428-how-to-sync-vip-tier-tags-to-shopify.md): Learn how CWILL Loyalty creates and syncs VIP tier tags to Shopify, and how you can use them. - [How to Set Up VIP Tiers and Rewards](https://help.loyalty.cwill.com/en/articles/11812139-how-to-set-up-vip-tiers-and-rewards.md): Customize VIP tier names, thresholds, point multipliers, and unlock rewards, with icon design tips, how to add or remove tiers, and historical order calculation. - [How to Manually Upgrade or Downgrade a Customer's VIP Tier](https://help.loyalty.cwill.com/en/articles/15053533-how-to-manually-upgrade-or-downgrade-a-customer-s-vip-tier.md): Manually change a customer's VIP tier to reward, lock, or fix assignments, with floor protection and strict lock modes, validity periods, and entry reward options. - [How VIP Tier Expiration Works](https://help.loyalty.cwill.com/en/articles/15417943-how-vip-tier-expiration-works.md): Understand the three tier expiration modes — Lifetime, Calendar Year, and Rolling 12 Months — including how progress accumulates, when tiers expire and get re-evaluated, and how refunds, upgrades, ... ## Additional Programs - [How to Customize Automated Loyalty Emails](https://help.loyalty.cwill.com/en/articles/11812210-how-to-customize-automated-loyalty-emails.md): Customize content, design, and multilingual settings for points, rewards, referral, and VIP emails, with variables, test sends, opt-in, and sender settings. - [How to Set Up a Newsletter Popup with Points](https://help.loyalty.cwill.com/en/articles/11948120-how-to-set-up-a-newsletter-popup-with-points.md): Collect emails and auto-reward subscribers with points to introduce your loyalty program to new visitors, with setup, design, trigger rules, and testing steps. - [How to Set Up Member Signup Popups](https://help.loyalty.cwill.com/en/articles/11812266-how-to-set-up-member-signup-popups.md): Convert visitors into loyalty members with a signup popup, customizing design, trigger timing, and display pages to introduce benefits earlier. - [How to Set Up Cart Page Engagement Popups](https://help.loyalty.cwill.com/en/articles/14017278-how-to-set-up-cart-page-engagement-popups.md): Remind members to redeem points or rewards on the cart page to boost pre-checkout conversion, with display rules, priority order, and drawer cart limitations. - [How to Run a Limited-Time Points Campaign](https://help.loyalty.cwill.com/en/articles/11797893-how-to-run-a-limited-time-points-campaign.md): Run time-limited campaigns with multiplied points on selected actions to drive engagement and sign-ups, with setup, cancellation, and promotion tips. ## Brand Style - [How to Customize the Loyalty Widget Launcher](https://help.loyalty.cwill.com/en/articles/11813198-how-to-customize-the-loyalty-widget-launcher.md): Adjust the launcher's color, position, shape, device display, and page visibility to match your store design, with CSS snippets for advanced customization. - [How to Customize the Loyalty Widget Panel](https://help.loyalty.cwill.com/en/articles/11813324-how-to-customize-the-loyalty-widget-panel.md): Customize the widget panel's theme colors, shapes, fonts, banner images, and module order to align with your brand, with multilingual text support. - [How to Customize Widget Styling with CSS](https://help.loyalty.cwill.com/en/articles/11813416-how-to-customize-widget-styling-with-css.md): Use custom CSS to adjust launcher and panel fonts, colors, sizes, and element visibility, with ready-to-use snippets and overridable class references. - [How to Match Loyalty Program Font to Store Font](https://help.loyalty.cwill.com/en/articles/11813431-how-to-match-loyalty-program-font-to-store-font.md): Use custom CSS to replace the loyalty widget font with your store's theme font for visual consistency, with steps to find font resources and load them remotely. - [How to Build a Dedicated Loyalty Page](https://help.loyalty.cwill.com/en/articles/11813540-how-to-build-a-dedicated-loyalty-page.md): Create a dedicated landing page for your loyalty program with Theme Editor sections, navigation menu setup, and SEO settings to showcase rewards and benefits. - [How to Customize the Loyalty Page with CSS](https://help.loyalty.cwill.com/en/articles/12135972-how-to-customize-the-loyalty-page-with-css.md): Adjust the loyalty page's fonts, colors, spacing, and button styles with custom CSS, including how to load fonts from Google Fonts or your Shopify files. - [How to Build a Loyalty Section with Shopify Multicolumn](https://help.loyalty.cwill.com/en/articles/12877650-how-to-build-a-loyalty-section-with-shopify-multicolumn.md): Use Shopify's Multicolumn section to introduce your loyalty program, with deep links that open specific widget panels like points, referrals, or VIP on click. - [How to Add and Customize the Loyalty Hub](https://help.loyalty.cwill.com/en/articles/12687747-how-to-add-and-customize-the-loyalty-hub.md): Embed the Loyalty Hub into Shopify customer accounts so members can track points, rewards, and VIP progress, with menu, branding, and text setup steps. - [How to Set Up Loyalty Status in Customer Account](https://help.loyalty.cwill.com/en/articles/13628592-how-to-set-up-loyalty-status-in-customer-account.md): Display points balance and VIP tier progress at the top of Shopify customer account pages, with one-click access to the Loyalty Hub to redeem rewards. - [How to Configure Multi-Language Display](https://help.loyalty.cwill.com/en/articles/11813469-how-to-configure-multi-language-display.md): Set default language and add translations for the widget, loyalty page, and Loyalty Hub, with RTL support for right-to-left languages like Hebrew and Arabic. - [How to Configure Custom Language Codes](https://help.loyalty.cwill.com/en/articles/12017236-how-to-configure-custom-language-codes.md): Assign unique language codes to your custom languages so the system can automatically detect each customer's store language and display the matching content. - [How to Add a Points Label to Product Pages](https://help.loyalty.cwill.com/en/articles/11813643-how-to-add-a-points-label-to-product-pages.md): Show points customers can earn next to product prices to boost purchase motivation, with setup for both Shopify theme 1.0 and 2.0 and third-party page builders. - [How to Enable Points Redemption at Checkout](https://help.loyalty.cwill.com/en/articles/11813665-how-to-enable-points-redemption-at-checkout.md): Let customers see and redeem available points and rewards directly at checkout in one click, with app block setup, mobile placement tips, and translation options. - [How to Use Deep Links to Open the Loyalty Widget](https://help.loyalty.cwill.com/en/articles/11828330-how-to-use-deep-links-to-open-the-loyalty-widget.md): Use deep links to open specific widget panels like points, rewards, referrals, or VIP from menus, buttons, images, or emails, with full URL list and examples. - [How to Add a Custom Menu Bar Icon for Loyalty Link](https://help.loyalty.cwill.com/en/articles/13233370-how-to-add-a-custom-menu-bar-icon-for-loyalty-link.md): Add a branded custom icon to your store header that opens the loyalty widget via deep link, with steps to locate Liquid code and insert the icon snippet. ## Integrations - [Klaviyo Email Flow Templates for Loyalty Programs](https://help.loyalty.cwill.com/en/articles/14612221-klaviyo-email-flow-templates-for-loyalty-programs.md): Twelve ready-to-use Klaviyo flow templates covering points expiry, redemption, VIP upgrades, referrals, and birthdays, with triggers, copy, and optimization tips. - [Loyalty Events and Customer Properties for Email Apps](https://help.loyalty.cwill.com/en/articles/14611256-loyalty-events-and-customer-properties-for-email-apps.md): Reference of events and customer properties synced to email apps like Klaviyo, including points, redemptions, tier upgrades, birthdays, and referrals with field details. - [How to Promote Loyalty Programs with Klaviyo Email](https://help.loyalty.cwill.com/en/articles/11812248-how-to-promote-loyalty-programs-with-klaviyo-email.md): Send loyalty promotion emails with Klaviyo using HTML variables to dynamically show points balance, referral URLs, and VIP tier for personalized content. - [How to Connect Klaviyo via API Key \(Legacy\)](https://help.loyalty.cwill.com/en/articles/11830154-how-to-connect-klaviyo-via-api-key-legacy.md): Legacy reference for connecting Klaviyo via API key, including key generation, attribute sync, and personalization tags; new users should use OAuth instead. - [How to Connect with Klaviyo via OAuth](https://help.loyalty.cwill.com/en/articles/14613843-how-to-connect-with-klaviyo-via-oauth.md): Connect Klaviyo via OAuth, sync customer data, and configure event triggers, with property fields, event references, and troubleshooting for common issues. - [How to Connect with CWILL Reviews](https://help.loyalty.cwill.com/en/articles/11830495-how-to-connect-with-cwill-reviews.md): Connect CWILL Product Reviews with your loyalty program so customers can earn points automatically for submitting text, photo, or video reviews. - [How to Connect with Judge.me Reviews](https://help.loyalty.cwill.com/en/articles/11830396-how-to-connect-with-judge-me-reviews.md): Connect Judge.me to your loyalty program via private API token so customers earn points for reviews, requires Judge.me's Awesome plan for API access. - [How to Integrate CWILL Loyalty with Shopify Flow](https://help.loyalty.cwill.com/en/articles/11830022-how-to-integrate-cwill-loyalty-with-shopify-flow.md): Connect CWILL Loyalty to other apps with Shopify Flow triggers and actions to auto-reward reviews, manage VIP tiers dynamically, with a workflow example. - [How to Connect Loyalty Data with Willdesk Support](https://help.loyalty.cwill.com/en/articles/11830684-how-to-connect-loyalty-data-with-willdesk-support.md): View customer points, VIP tier, birthday, and referral data in Willdesk conversations so support agents can deliver more personalized service. - [How to Create VIP-Based Discounts with Shopify Discount Apps](https://help.loyalty.cwill.com/en/articles/11864278-how-to-create-vip-based-discounts-with-shopify-discount-apps.md): Sync VIP tier tags to Shopify and use discount apps like Regios or Sami to automatically apply member-only discounts by tag, with a three-step setup flow. - [How to Integrate Shopify Subscription Apps with CWILL Loyalty](https://help.loyalty.cwill.com/en/articles/11830248-how-to-integrate-shopify-subscription-apps-with-cwill-loyalty.md): Let subscription orders use loyalty discount coupons, supporting amount and percentage discounts on the first, first N, or all billing cycles to boost retention. ## Migration - [How to Migrate from Another Loyalty App](https://help.loyalty.cwill.com/en/articles/12263742-how-to-migrate-from-another-loyalty-app.md): Complete guide to migrating from another loyalty app, including importing birthdays, points balance, and VIP tiers, plus what can be migrated and reconnection steps. - [How to Import Customer Birthday Data](https://help.loyalty.cwill.com/en/articles/11829361-how-to-import-customer-birthday-data.md): Bulk import customer birthdays via CSV to automatically trigger birthday rewards, with file format, accepted date formats, and common import errors. - [How to Manage Customer Points in Bulk with CSV](https://help.loyalty.cwill.com/en/articles/11829625-how-to-manage-customer-points-in-bulk-with-csv.md): Update points balances for many customers at once via CSV, ideal for launch, migration, or bulk compensation, with file format and email or phone number rules. - [How to Reward Customers for Past Actions](https://help.loyalty.cwill.com/en/articles/11999196-how-to-reward-customers-for-past-actions.md): Retroactively reward points for sign-ups, orders, and newsletter subscriptions completed before app install, by date range, to retain existing customers. ## Customers - [How to Export Customer Data](https://help.loyalty.cwill.com/en/articles/11829422-how-to-export-customer-data.md): Export loyalty data like points balance, VIP tier, order spend, and referral links to CSV for analysis, bulk updates, or marketing use. - [How to Exclude Customers from Loyalty Program](https://help.loyalty.cwill.com/en/articles/11829814-how-to-exclude-customers-from-loyalty-program.md): Exclude employees, wholesale buyers, or suspicious accounts from your loyalty program to stop earning and redemption, by customer profile or Shopify tag. - [How to Adjust Customer Points Balances](https://help.loyalty.cwill.com/en/articles/11998440-how-to-adjust-customer-points-balances.md): Manually adjust points for individual customers, in bulk, or via CSV import for compensation, corrections, or promotions, suitable for any update scale. - [How to Auto-Tag New Customers Acquired via Loyalty Programs](https://help.loyalty.cwill.com/en/articles/12380540-how-to-auto-tag-new-customers-acquired-via-loyalty-programs.md): Automatically tag new customers who sign up via loyalty popups, widget, or loyalty page in Shopify, for precise segmentation and targeting in marketing tools. - [Sync Loyalty Data to Shopify Metafields](https://help.loyalty.cwill.com/en/articles/15723238-sync-loyalty-data-to-shopify-metafields.md) - [How to Save Customer List Sorting as a Filter](https://help.loyalty.cwill.com/en/articles/15897230-how-to-save-customer-list-sorting-as-a-filter.md): Save your preferred customer list sorting and reuse it without manually sorting the list each time. - [Understanding a Customer's Loyalty Profile and Activity](https://help.loyalty.cwill.com/en/articles/15897427-understanding-a-customer-s-loyalty-profile-and-activity.md) ## Billing - [Billing and Plans FAQ for CWILL Loyalty](https://help.loyalty.cwill.com/en/articles/11836566-billing-and-plans-faq-for-cwill-loyalty.md): Understand order usage quotas, overage charges, billing cycles, plan changes, and refund rules to manage your CWILL Loyalty subscription costs effectively. - [Key Features Unlocked with Paid Plans](https://help.loyalty.cwill.com/en/articles/12017804-key-features-unlocked-with-paid-plans.md): See which features paid plans unlock, including cart popups, points expiry, VIP program, and integrations, to boost participation and repeat purchases. - [Plus Plan Features and Premium Support](https://help.loyalty.cwill.com/en/articles/12019053-plus-plan-features-and-premium-support.md): See what Plus plan unlocks, including checkout extension, custom action API, webhooks, plus premium support like priority development and dedicated success manager. - [Billing Cycle vs Order Usage Reset Cycle](https://help.loyalty.cwill.com/en/articles/14732708-billing-cycle-vs-order-usage-reset-cycle.md): Understand the difference between subscription billing and order quota reset cycles, with start date rules for monthly and annual plans and overage charge details.