Overview
This guide will help you to connect your Shopify or Shopify Plus store to Lootly.
Step 1: Install Lootly App
To get started, you will need to visit the Shopify app store, by clicking here.
Once on the page click "Add app" to start the process.
If you already have an account, the system will ask you login
If you do not have an account, the system will automatically create one for you.
Once this is done, you're all connected. That was easy :)
Step 2: Configure your Shopify Settings in Lootly
Now that you've successfully installed the app to your Shopify store. The next step is to customize how points are issued & removed from customers based on their order status.
Within your Lootly account go to:
Integrations > Manage
Click "Edit Settings" for the Shopify Integration
You should now see a screen that looks like this:
From this settings area, we recommend to 1st configure your order status items:
How to reward points to customers based on order status, we recommend to use the status "Fulfilled".
How to subtract points based on order status, we recommend to use the status "Refunded".
Next, you can select how you want to reward points based on each order item:
Exclude coupon discounts - recommended to keep this enabled
Auto-apply coupons
Include shipping
Include taxes
Reward Guest Checkouts - this means if a customer purchased from your store previously, we will award them points based on your earning action rules after they login to your store.
Activate embedded widget
To show the program widget on your Shopify store, you'll need to activate the embedded widget in your Shopify theme.
Here's how to ensure your program widget shows on your store:
Enable the program tab to show on desktop and mobile - see how to customize program widget
Click the Activate embedded widget btn in Integrations settings - you will be taken into your Shopify store dashboard. Navigate to Online Store on your main menu and click View Store. Next, click on Edit theme:
3. Once in the theme editor, simply click the App embeds button at the top of the editor and then toggle the option to show the Lootly program widget :
And that's it! Program widget is now live.
Step 3: Tags
You can now choose whether you want to pull any existing customer tags in Shopify into Lootly and vice versa; whether you want to push Lootly customer tags into Shopify:
Check the box on the action you wish to be performed and save your changes.
Have a question about this integration or need help?
Feel free to contact our support team at any time, by clicking the Live Chat icon on the bottom right.