Loyalty program setup example: Credits and Tiers

Loyalty is only available by request. To add Credits and Tiers & Rewards to your store, reach out to our sales team at sales@skio.com.

Loyalty program summary

This example walks through how to configure a loyalty program that includes:

• Credits earned per dollar spent

• Account creation credits: Customers earn 100 credits when they create an account.

• Tier multipliers for Bronze, Silver, and Gold

The table below shows the tier structure and earning rates.

Step 1: Configure Credit settings

See How to set up Credits for a complete overview of all credit settings and what each option controls.

1. In your Skio Dashboard, click Loyalty then select Credits. Click Edit next to Global credit settings.
   

2. Optional: Add a Custom name for your credits, enter a label (for example, Reward Points), or leave blank to use Credits.

3. Set the currency to credit conversion rate to 20. This means that 1 USD = 20 credits.

4. Optional: Add a Loyalty discount code prefix (for example, LOYALTY), or leave blank.

5. Choose if the loyalty balance card in the Customer Portal displays in the Currency value or Credit value.

6. Optional: Add an expiration to the credits. Toggle on to enable credit expiration, or leave off if credits should never expire.

   1. In this example, a credit expiration of 6 months is set after the customer receives credits.

7. Choose where credits can be redeemed and what types of purchases credits can be redeemed for.

8. In Combining credits and discounts, configure how credits interact with Shopify discount codes.

   1. These settings do not apply retroactively to existing discounts.

9. Optional: Add credit redemption guardrails, configure any of the following limits:

   • Minimum cart value (USD)

     • Setting a minimum cart value helps prevent customers from covering low-value orders entirely with credits.

   • Maximum credits per order

   • Allow credits to stack with order-level discounts

10. Optional: In Excluding products from earning credits, select any products that should not generate credits when purchased.

11. Choose who can utilize credits. We recommend starting with Enable credits for select customers and add your own email so you can test the experience before launching.

12. Click Done editing and Save changes to confirm your changes.

Step 2: Configure Credit rewards

Configure each reward separately as rewards must be added one at a time.

1. Scroll to the Your rewards section and click +Add reward, then select Credits per USD spent.

2. Set the Number of credits rewarded per USD spent value to 1. This sets the base earning rate to 1 credit per $1 spent.

3. Choose the order type that credits can apply to. In this scenario, credits apply to All orders.

4. Optionally add a custom title, description, and icon, or leave these fields blank.

5. Make sure the toggle is enabled next to Active and click Create reward to save the credit reward.
   

6. Click +Add reward to create the next reward and select Create an account from the list.

7. Set the reward value to 100 credits, make sure the toggle is enabled next to Active and click Create reward to save the account creation credit reward.

8. Optionally, add additional rewards such as reward credit for the customer’s birthday, signing up for a newsletter, or leaving a review.

   1. See How to set up Credits for a full list of available rewards.

9. Click Save changes to ensure all configuration is saved.

Step 3: Enable Credits

After testing your configuration:

1. Click Edit in Global credit settings.

2. Under Enable loyalty credits, select Enable credits for all customers.

3. Click Done editing and Save changes.
   

Credits are now live for all customers.

Step 4: Configure Tier settings

See How to set up Tiers and Rewards for a complete overview of all tier settings and what each option controls.

1. In your Skio dashboard, click Loyalty, then select Tiers & Rewards. Click Edit next to Global tier settings.

2. Choose who can access loyalty tiers. We recommend starting with Enable tiers for select customers and adding your own email so you can test the experience before launching.

3. Choose a Tier duration timeline to determine how long customers remain in a tier after qualifying. In this example, Rolling year is selected and tier status will expire one year after activation.

4. Choose a Default evaluation timeline for tier conditions to determine how customer eligibility is calculated. In this example, Rolling year is selected and eligibility will be evaluated on the last year.

   1. Optional: Set an evaluation start date if you want the evaluation window to begin from a specific point in time.

5. Click Done editing, then Save changes to confirm your tier settings.

Step 5: Create Tiers

Create the Bronze Tier

1. In your Skio dashboard, click Loyalty, then select Tiers & Rewards. Scroll down to the Your tiers section and click +Add new tier. For the first tier, enter Bronze as the tier name and a description for the tier.

   1. You can also enter an eligibility description that will display on the Customer Portal Rewards page once the program is live.

2. Optionally add a tier icon to provide a visual with the tier status.
   

3. If you have a Rewards landing page, you can link this under the Details url so customers can understand what your Loyalty program encompasses.

4. Under Eligibility requirements, click AND Requirement to add conditions for entering this tier.

5. Select Order count and set the order count to 1 and choose which order types should count toward the requirement.
   

6. Next, configure the rewards for the Bronze tier. Click Add reward and select Credit multiplier.

7. Add a name of the reward (for example, 1 point for every $1 spent). Set the reward application to Indefinitely from the dropdown. Set the earned credits multiplier to 1.

8. Click Create reward to save the reward.

9. Click Create tier to create the Bronze tier, then click Save changes to save your changes so far.

Create the Silver Tier

1. Click +Add new tier again and enter Silver as the tier name. Add the description, eligibility description, and an optional icon.

2. Under eligibility requirements, click AND Requirement, then select Order count. Set the value to 3.

3. Click AND Requirement again and select Customer spend. Set the value to $200. Customers qualify for the Silver tier by meeting either condition.

4. Click Add reward and select Credit multiplier. Add a name of the reward (for example, 2 points for every $1 spent). Set the reward application to Indefinitely from the dropdown. Set the earned credits multiplier to 2. Click Create reward to save the reward.

5. Click Create tier to create the Silver tier, then click Save changes to save your changes so far.

Create the Gold Tier

1. Click +Add new tier again and enter Gold as the tier name. Add the description, eligibility description, and an optional icon.

2. Under eligibility requirements, click AND Requirement, then select Order count. Set the value to 7.

3. Click AND Requirement again and select Customer spend. Set the value to $600. Customers qualify for the Gold tier by meeting either condition.

4. Click Add reward and select Credit multiplier. Add a name of the reward (for example, 3 points for every $1 spent). Set the reward application to Indefinitely from the dropdown. Set the earned credits multiplier to 3. Click Create reward to save the reward.

5. Click Create tier to create the Gold tier.

6. Click Save changes.

7. After creating all tiers, verify the tier order in Your tiers. If necessary, drag tiers using the six-dot icon to reorder them. Skio evaluates tiers from top to bottom, so the highest tier should appear first.

Step 6: Enable Tiers

After testing your configuration:

1. Click Edit next to Global tier settings.

2. In Enable loyalty tiers, select Enable tiers for all customers.

3. Click Done editing, Save changes, and Confirm.
   

Tiers are now live for all customers.