Home Configure your loyalty program

Configure your loyalty program

By Ashley
• 20 articles

Global settings

Global settings are your overall settings for your store and the program itself. Store details If you need to change your store name, URL, currency or timezone, language you’ll find it here. Customer notifications Unless you disable email notifications, Appy Stamp will automatically email your customers to update them on the status of their rewards whenever they change (when points are earned or redeemed, for example). In this section, you can set the name you want these emails to come from and email address from which you’d like them to be sent. Bear in mind that customers may reply to this email address so you may want to direct them towards an inbox that is regularly checked. We’ll talk more about email notifications later. Billing details Shopify handles the billing automatically when you install our app but if we ever need to contact you about payment or your account, this is the email to which we’ll send information to. Order settings In Customer Reward Status and Customer Cancelled Status you can control the timing of when your customers will receive their stamps for an order or when their stamps refunded. In our example, customers will receive stamps then their order status moves to ‘paid’ and lose any earned stamps associated with returned orders when the status changes to ‘refunded’ or ‘voided’. If you choose, Appy Stamp also supports the Shopify POS program for selling items in person, and that can be configured in Shopify Channels. You can read more about Shopify POS here. Reward Total Parts allows you to customise how much of a customer’s total on each order will count towards the earning of stamps. This is only applicable when you are giving variable stamps as a reward i.e 1 stamp for every $5 spent. Subtotal will be ticked by default, but you can also include the price of taxes, shipping and even earned discount codes towards the stamps your customers will receive. Cancelled Status Logic If you choose to have multiple ways to refund stamps, we will only refund a particular order once. If you select party refunded and refund the order twice i.e. one product after the other then we will only apply the first refund automatically. The second refunded part, you will have to manually deduct. The logic also differs if you are using variable order rewards or fixed. Fixed Order Rewards When an order has a fixed amount of stamps, regardless of the amount the customer spent. We will remove/refund all stamps from that order if they meet one of the selected cancelled statuses you select. Variable Order Rewards If you reward customers based on the amount they order, then we will calculate the amount refunded from the order and remove that from the total order. This will not include any additional parts if you only partly refund an order, so shipping costs, taxes etc will only be returned if the entire order is refunded.

Last updated on Feb 18, 2026

Program settings

Program settings Program settings are one of the key places you’ll spend your time. This is the heart of your loyalty and rewards program where you set up how customers earn stamps, and what they can redeem the stamps and stamp cards for. On this page - Earn Stamps - Place an order - Customer targeting - Social media follow and likes - Product stamp bonus - Sign up - Celebrate a birthday - Stamp card value - Stamp branding - Stamp Status Earn Stamps This is where you decide the methods you’d like to enable for your customers to earn stamps through. Click Add Way To Earn to see the options. In the pop up, you will see the list of ways your customers can earn stamps. Click Add to begin the setup process for each. Let’s go through these one by one. Place an order This is the default reward when using Appy Stamp and this should be added by default when completing the Onboardingprocess. You can use this to edit how the reward works, or to re-add it if you have deleted it. There are two main options for you to pick from when rewarding customers for placing an order. Under Earning Type, you can choose either Fixed Amount of Stamps or Incremental Amount of Stamps. There is also an option to limit how many times a customer can reward for this activity. Fixed Amount of Stamps: Our recommended option will give your customers a fixed amount of stamps for each order they place, and you can select your preferred number here under Earning Value. The Status panel on the right of the page shows whether this reward is active or disabled, and underneath confirms the setup you have selected on the left. The Custom Icon panel allows you to upload a custom image that will show in the Widget that your customers will see in relation to the Place an Order reward. You can use our provided default icon here, or upload your own. Our recommended image size is 90 x 90 pixels, and you can upload in the JPEG, PNG and SVG formats. Incremental Amount of Stamps: If you’d like to reward your customers based on the amount they spend, choose this option to determine how many stamps they earn against your chosen currency value. Limit how many stamps are allowed: This is where you can limit how many times the Place an Order activity can be used within certain periods of time. Click the button and additional options will appear. You can choose how many times a customer can purchase the product and receive a stamp, as well as how long the limit lasts—whether it’s for a lifetime, a month, or a number of days. Minimum spend: This is where you can set a minimum order amount so that customers must spend a certain amount to receive order stamps. Note: If a customer’s order meets the minimum spend threshold and they later request a partial refund, and the order total after the refund falls below the minimum spend requirement, any stamps that were awarded will be removed. Exclusion rules: This is a way you can add products/collections that you want to be excluded from gaining stamps whilst placing an order. You simply click choose collection and a modal pops up from where you can select a Product/collection to be excluded. For more detail on Exclusion rules please Click here Important: If you are using Shopify Smart collections then you need to manually sync the collection after making changes in Shopify. Just hit save to do so. Learn why is this important? Customer targeting: This is where you can set up your targeting feature. so customers with certain tags will only have access to this bonus stamp reward. To learn more about customer targeting tags Click here Social media follow and likes You have multiple options to choose from, covering major social media platforms, to allow your customers to earn stamps by following a link. To set this up, click “Add Way to Earn” and choose from the following social media options: - Like a facebook page - Share a Facebook post - Follow a twitter account - Share a twitter post - Follow a instagram account - Follow a tiktok account Each option works by adding a URL and specifying the number of stamps you want to award. Once you’ve added the URL of your social media page, click “Save.” Whenever a customer clicks on the activity in the widget, they will be awarded the stamps. They will only be able to activate the activity once to prevent playing the system to gain more stamps from the one action. Please note: Currently, we are unable to verify whether a customer has actually followed or liked a specific post. Therefore, this system relies on trust when awarding stamps. For more information, please click here Product stamp bonus Product stamp bonuses are a great way to target specific products and reward customers who purchase these specific products. To set up a product stamp bonus, Click Add Way To Earn and select Product stamp bonus Simply input how many stamps you would like to award each time someone buys a product. You can also limit how many times a customer can purchase the product. Product bonus selection This is where you select which collect/ product you choose to include in the bonus stamp activity. Click on browse, a pop up box will appear. You can then type in the collection you want to choose and the products available will start to appear, you can then select which one and click Choose product. If successful the box will close and the product will appear in the tab like the example below You will also now have 2 allocation methods available. across all products – this is where the bonus amount is shared across the whole collection as one. For example, X amount of stamps awarded across the whole of their purchases from the collection. Each product individually – This is where each product they purchase from the collection will get awarded so X stamps per product within their order. Sign Up This is where you can set up an activity where when a customer signs up to your store/ stamp program they will receive stamps. its a great way to offer an incentive for them to join up. It’s now even easier for potential customers to sign up with the addition to our Beacons feature, where you can set up a beacon to appear to anyone whos either new to your store or has not signed up yet. Learn about Beacons Celebrate an anniversary This is where you can award stamps to customers who have had your loyalty program for a year, and each year it will award them on the day they opened the account. Simply input how many stamps you would like to award and save. The rest is taken care of automatically. Celebrate a birthday This is where you can award stamps to customers who have input their birth date details into their accounts. simply input how many stamps you would like to award and save. The rest is taken care of automatically. Note there is a 2 week block enabled so that customers who set their birthday within 2 weeks of the day it wont award. This is to stop people from moving their birthdays and playing the system. Stamp Card Value During Onboarding you will have selected how many Stamps you want to make up each Reward Card. If you ever want to edit this choice, you can do so here. Important: If you change your card value after customers have earned stamps, you will affect how quickly or slowly they will be able to earn a reward depending on if you make the stamp card larger or smaller, so change with caution. Stamp Branding This is where you can change the naming of your stamp program to match your business identity. Stamp Status If you didn’t activate your loyalty program at the end of the Onboarding stage, this is where you can come to turn it on. Remember you also need to enable the widget in the Shopify theme customiser as well, if you did not also do this during onboarding. You can disable the program here too if needed. Disabling (pausing) your rewards program is useful for making changes and updates to your settings without causing notifications to be sent out to customers or the widget showing up on your store.

Last updated on May 30, 2026

Setting up product exclusions

Sometimes you may wish to not reward customers for purchasing certain products – this may be because they are low margin, already have another offer on them or might be a wholesale product. These are just some examples but there are plenty more reasons and we’ll show you how you can exclude them. Exclusion lists are for paid plans only. On this page - Add a collection as an exclusion list - Product validity selection - Adding products to the collection automatically - Syncing smart collections Add a collection as an exclusion list To exclude products you need to add a collection from Shopify into the order activity so that we know which products should be excluded. 1. Head to your stamp program and go to the Ways to earn section and click on edit for your order activity (You have have more than one and will need to do it for each of them). 1. From here you can go to the Exclusion Rules section and click on Choose collection and this will bring up a collection selector window. 1. Now select your collection that you wish to be the products that are excluded. We’ve set up one called Loyalty Excluded to that it is clear what the collection is for. 2. Choose the collection and hit Select collection 3. Now that your collection has been selected, you should see it as the selected collection in the excluded section like below. 1. Now just click save and we’ll use this collection to filter out orders that have these products. Sync collection You can also make sure that the App has correctly synchronised with the collections by clicking Sync Collection. It will then show how many products within the collection are currently synced next to the selected collection. You can also check via Spotify's collection to see how many products are in that collection. Product validity selection Product exclusion rules are different depending on what type of order activity mode you are using, Fixed or Variable. Read more below about how we choose if an order is valid or not. Fixed orders If you have selected to offer a set amount of stamps for an order, regardless of how much they’ve spent then we called this fixed rewards. Currently, if you have exclusion rules we will count an order as valid as long as one product in the order is valid. So if a order has a mix of excluded products and valid ones, we will treat that order as valid. Variable orders If you offer stamps based on the purchase value, we call this a variable order and will work out the order value based on the selections you’ve made in Global settings on what parts of the order are counted to the rewarded value. When you have product exclusions, we will add up all the parts to get the total rewarded value. We will then deduct the product price * quantity from that total. The only caveat to this approach, is that we take the total price of the product. So there can be a small difference depending on the taxes included in the product. Adding products to the collection automatically One of the simplest approaches to managing excluded products is by setting up an automated collection that looks for a specific tag. In our example, we set up the collection to add products with the tag “excluded” and this way we can manage it on a product by product basis. You can of course manage this in any number of ways but we find this one of the easiest. Syncing smart collections When using a smart collection in Shopify i.e. a collection that adds products automatically because of a tag or product type etc. These must be synced with our app manually, this is because of a limitation on Shopify’s end. With normal manual collections, we get notified via webhook when an update has been made but with smart collections we are not notified. We do check for collections every day, but if you make constant changes to your smart collection that is attached as an exclusion we might not have the most up to date products. How to sync a smart collection. You can do this in a couple ways. 1. When you save an activity with a excluded collection, we will grab the products from that collection at the moment in time. So just hit save (no need to make any updates) and we’ll resync your collection again. What about manual collections? If you have a manual collection in Shopify that controls your exclusions, then we will get the updates from Shopify via webhooks. So there is no need for you to do anything but if you do want to trigger an update you can just hit save like above.

Last updated on Feb 18, 2026

Configuring bonus days

Sometimes you might want to offer a promotional period where your customers can get more stamps than normal for ordering on your site. This is a great way to incentivise customers to spend more, by rewarding them more for a short period of time. On this page - Setting up a bonus day schedule - How the bonus days work with VIP bonuses. Setting up a bonus day schedule First you need to head to your Stamp Program settings and the third tab along you see the stamp bonus days page . From here you can add a new schedule that you can decide on how much you want to offer your customers for a selected period of time. 1. Give your bonus schedule a name, don’t worry this is internal only – so your customers won’t see it. 2. Select the dates you wish to run the promotional bonus time for. You can leave it as the default and the promotion will run just for the day. 3. Select a start and end time if you wish to run it at a certain – if not it will default to the entire day midnight to midnight. 4. Select the type of bonus you wish to offer. 1. One time – this will apply a one-time bonus amount of stamps to their order. 2. Multiplier – this will apply a multiple of stamps to their order based on what value you’ve set on your placed an order activity. For example, you could set it to 2x and if you offer 2 stampers per order, this would give them 4 during the bonus. 5. Once you are done, press save and you will see your new bonus set up. You can set up your bonuses in the future as well, this way you can plan your bonuses around other marketing activities and we will automatically apply them during the period you set. Important: if you set up bonus days that overlap, we will always select the first one (earlier one you set up) and apply that one. Setting up bonuses for certain products Product stamp bonuses are where you can set up an activity that will target a specific collection/product. this is a great way to give extra insentives for customers to perchase products you select but not the whole store. To learn more about how to set these up heres the help documentation product bonus stamps Product stamp bonuses How the bonus days work with VIP bonuses. If you have VIP tiers set up, you might have certain tiers offering a multiplier to your stamps when your VIP customers make an order. To make sure that these customers do not miss out, we will always use the better offer for them. If a Silver VIP customer usually gets 2x stamps for every order and you normally award 1 stamp per order, but you have set up a 5 bonus stamp day as a one-time. We will award the VIP customer will the bonus day’s 5 stamps, instead of their VIP bonus which would be 2 stamps. Important: we won’t mix bonuses, so customers will only ever get one bonus not both.

Last updated on May 17, 2026

Widget setup

This is the main page where you can set up your store-facing Loyalty & Rewards app. The ability to fully customise the look and feel of your Loyalty & Rewards app can give your customers a more welcoming and inclusive experience when it aligns with your store branding. Note that the widget preview on the right-hand side will show an updated version of your settings once they have been applied. Non logged in  This is the setup for when a customer or guest visits your store and is either not logged in or not yet a member. Account: Here you can choose whether to link to the login or registration page. Layout: This is where you can customise the layout and position of the categories. Simply drag the boxes up and down to the desired layout, click Save, and the widget will update. Logged in  Stamp overview This is where you can choose to: - Show the stamp overview (displaying the customer’s current balance) - Move the customer details to the body. When enabled, the customer name and summary will move into the card body. Stamp card Here you can customise the appearance of the stamp card, including whether it appears in the widget, how many stamps are shown per row, and which icon is used. You can also upload your own custom icon by selecting Upload custom icon and uploading a file in the box that appears. Icon styling Here you can customise the filled icon background colour, unfilled icon background colour, and icon text colour. Layout This is where you can customise the layout and position of the categories. Simply drag the boxes up and down to the desired layout, click Save, and the widget will update. Global The Global page is where you can adjust the overall look of the storefront Loyalty & Rewards app. Header image The header image appears at the top of the widget. If no image is uploaded, a colour banner will appear at the top by default. Header styling Here you can choose the header background colour, header text colour, and whether you want a solid or graduated banner. Primary buttons This is where you choose the button background colour and button text colour. Launcher layout  This is where you choose where the widget sits on your website either on the left- or right hand side and fine-tune the side and bottom spacing. Activator This is where you choose how the activator button appears on your site when the widget is closed. Translations This is where you can fully customise the text within your widget. To access the translations feature, click the Edit translations button in the top-right corner. Leaving a text field blank will use the default text. Non logged in Logged in Global 

Last updated on Jan 29, 2026

Customers

Customers is where you can view and adjust your customers accounts who are within the loyalty and rewards app. You can see how has joined the program and who is still a guest. The customer details area is great for managing your customers loyalty program internally, plus if you have a call centre or customer service department they can support your customers directly. On this page - Account page overview - Adjust stamps and card balance - Spend balance - Adjust customer VIP tier Customer list On the main page you will see a list of your customers, sorted by the most recent. It is here you can export your customers, filter customers via certain fields, make mass adjustments via CSV and go into the members accounts to see their account details and stamps activities and more. Account page overview When you click on a customers account in the list it will lead you onto the customer detail page that will give you an overview of their loyalty account. From here you can remove a customer from the program, if you wish them to no longer be able to see the widget or collect stamps and rewards. You can also see all of their stamp activities and orders and what part of their order contributed to their stamp acquisition. On the rewards tab, you can view all of their current rewards, what ones have been used and those left outstanding. You can also remove rewards from their accounts here as well. Adjust stamps and card balance If you would like to offer additional stamps or remove stamps from a customers account, you can do so by clicking on the adjust customer stamps option inside the customer details page. Click on Adjust balance button on the right hand side and a pop up menu will appear like so: To manually add stamps, type in the number you want to add to their account into the stamp adjustment box and click on save. To deduct stamps, simply place a minus sign (-) before the number e.g. -24 and that amount of stamp will be removed from their account. You can decide to enter an adjustment reason which allows you to make a note as to why stamps were awarded or deducted. Stamp reason (internal only) – this is for leaving a comment on the activity for the addition or deduction that can only be seen inside the admin. Customer facing comment – if you select custom comment, you can enter another note onto the activity which the customer will see in their program. If you leave it, we will just enter our default message “Manual adjustments” Spend balance Sometimes customers might need help redeeming their stamps and cards. This is where the spend balance option can come in handy. Click on the stamp balance button on the right hand side under the Adjust balance option before. A pop up menu will appear like so: It will show you their current balance, the customer’s name and from the drop down box you can select one of the currently available rewards in your program. The remaining balance will then show what the customer will have after spending the points. If a customer does not have enough balance, you will be unable to select rewards that are more expensive than their balance. If you want to offer them a specific reward, please use the adjust balance option first. Adjust customer VIP tier It can be useful to manually add customers into a new VIP tier, maybe for outstanding loyalty or for a prize draw etc. You can do this by clicking on the Change Tier button on the right hand side. From the pop up menu you have your new VIP tier options to which you can change them to. if you make new tiers they will be added to the list to choose from. There is also an internal notes box you can use for record keeping, the customers wont see this. you then can click trigger tier rewards. Don’t forget to click change tier button once all adjustments have been made.

Last updated on Apr 27, 2025

Configuring VIP Program

VIP programs are a powerful way to incentivize customers to engage more with your store, increase their purchase frequency, and encourage higher spending per order. The foundation of an effective VIP program lies in structuring the tiers strategically. Each tier should be designed to motivate customers to progress to the next level, creating a sense of exclusivity and reward. To maximize engagement, you should establish tier-specific benefits, such as stamps multipliers, exclusive perks etc. Additionally, incorporating tier-based stamp bonuses or extra perks ensures that customers perceive added value as they move up, reinforcing their loyalty and long-term commitment to your brand. On this page - Setting up your VIP Tiers - Adding a new tier - Editing a tier - VIP Status Setting up your VIP Tiers When a store first installs our app, we set up some basic tiers (Beginner, Intermediate & Advanced) and the program is off by default. This is to allow you to set up your own if you wish before putting it live, or just going in with the basics right away. The VIP program is located in the program settings section and then click on VIP Program tab You can edit the names of these tiers and how many “stamps” are needed which is a good foundation to work off. Adding a new tier You can also add additional tiers, by clicking on the Add VIP tier button. You can then give the tier a name, and which amount of stamps are needed to be entered into this tier. Once you click Create, we will take you to the edit tier screen that we will explain next. Editing a tier If you create or edit an existing tier, you’ll end up on the edit tier screen which looks like this. From here you are able to: - Edit the tier name - Edit the milestone (unless it is the entry tier) - Adding a multiplier - Add any rewards that customers can get - Add additional benefits. Changing the milestone The milestone is needed for each new tier above the entry tier (which is set always to 0) so that we know when a customer is eligible for that tier. Once they earn enough stamps over a year period, we will place them into that tier. Note: we work out their additions in earning over that period, so if you remove stamp from their account Changing a multiplier If you wish to distinguish the benefits of your tiers easily, you can add a multiplier so that customers in a certain tier can get more stamps per order. For example, your best tier “Gold” could allow customers to earn 2x the amount of stamps they would usually earn for placing an order. Adding rewards to a tier When a customers enters the tier for the first time, you can choose to reward them with specific rewards like a discount code, a free product etc. Any reward that you can make globally can usually also be added in here as a reward. Customers will only earn them once when they enter. Adding additional perks or benefits If you also want to add some other benefit that is not directly tied into the app, you can add it in the Additional benefits section. This is great way to showcase other rewards that might be external, like a VIP tour of your shop, a free taster session if you run a craft business etc. Uploading your own tier icons Finally, to give that extra bit of bling, you can if you wish upload your own icons. This is a great way to match your brand through our widget. If not, we will just display our default. VIP Status VIP Eligibility This is where you select how a customer earns entry into a tie. - How many stamps they have earned - How much they have spent to gain entry VIP Timeline This is where you choose how long a customer stays in the tiers they are in. You can choose between lifetime, one calender years and end of selected year. Common VIP questions How many tiers can I have? There’s no limit to how many tiers you can create, but we’ve seen that the sweet spot is around 3-5 tiers as too many might get too confusing or feel to much of a stretch to be in any decent tier. Why can’t I delete the entry tier? By default, there must always be a default tier that all customers go into. This is our entry tier and has a milestone of 0, so that every new customer gets placed into that one first. Although you cannot remove it, you can change the name and any rewards but remember every customers ends up in this tier right away.

Last updated on Feb 22, 2026

Notifications

Here you can preview the emails we send out on your behalf. You can also enable or disable the emails customers will receive when they trigger certain events such as earning stamps, redeeming rewards or moving up into the next VIP Tier. On this page - Setup - Email logo - Sending test email - Reward Redeemed - Stamps Earned - VIP tier achieved - Stamp Expiry Reminders - Birthday reward Setup Setting up Notifications couldn’t be easier. go to the App Stamp Loyalty & Rewards app then go to Notifications. Simply enable the notifications you want to use and when that event happens in your program we will send an email out to the customer. To enable or disable a notification, just hover over the specific one and it will display the button that can toggle the state. Email Logo Click on settings under the notifications title. From here you can add a default logo to your notification emails By default theres no image, simply press the upload your own image a box will appear where you can click and select your desired logo. Don’t forget to press save before leaving the menu. Sending test email In each notification you will have the ability to send a test email of that notification. This is a great way to see how the emails will look and show up in customers emails. Click on Send test email in the header and it will open a modal. Once you’ve put in your email address, press send email. Notifications These are the main types of notifications you can set up and send: - Reward Redeemed - Stamps earned - VIP Tier achieved - Stamp expiry Reminders - Birthday reward Reward Redeemed When a customer redeems any reward like a discount code, they will receive an email containing their reward. Here you will be able to set up your Reward Redeemed email notification. Simply fill in subject, title, subtitle and CTA text in the form and hit save. You can also upload your own image as a banner image that will sit between your rewards name and the email content. Stamps Earned This will trigger any time a customer earns a stamp or multiple stamps through the various activities you’ve set up. Here you will be able to set up your Stamps Earned email notification. Simply fill in subject, title, subtitle and CTA text in the form and hit save. You can also upload your own image as a banner image VIP Tier Achieved When your customers move up into another tier they will receive an email outlining their new tier and let them know what their next tier will be. It will display the name of their next tier as well as the amount of stamps or spend needed to move up again. Here you will be able to set up your VIP Tier Achieved email notification. Simply fill in subject, title, subtitle and call to action in the form and hit save. You can also upload your own image as a header image Stamp Expiry Reminders When you have customers on Rolling expiry. When they get close to the day that all their stamps will be expired, we will send them a reminder to let them know before this happens so they have a chance to use them. Here you will be able to set up your Stamp Expiry Reminder email notification. Simply fill in subject, title, subtitle and call to action in the form and hit save. You can also upload your own image as a header image Birthday reward When it is their birthday they will be rewarded and we will send them a happy birthday email. Here you will be able to set up your Birthday Reward email notification. Simply fill in subject, title, subtitle email body text and call to action in the form and hit save. You can also upload your own image as a header image Can I use custom HTML? Currently, we do not support custom HTML emails but we are activley looking into it for some of our merchants who are interested.

Last updated on May 15, 2026

Stamp Expiry

Stamp Expiry is where you can set an expiry term to customers stamps so once the certain time limit has been reached the customers lose their stamps. This can help drive urgency so they use their stamps more regularly. Enabling stamp expiry To activate this feature, go to Stamp Program > Stamp Expiry and click Activate and then click Save Configuring your stamp expiry Once active, you can set up how you want to expiry to work and if you wish to remind customers that their stamps are soon to be lost. Expiration period This is where you can set how long the stamps last before expiring (1 year is recommended to give customers enough time to use the stamps) Expiry type This is where you chose how the stamps expire. Rolling Expiry This is where the stamps expiry period resets whenever a customer interacts with the loyalty program. Whether it is spending their balance or being awarded stamps for purchasing from your store. For example if you have a rolling expiry set for 6 months and a customer purchases a product and is rewarded stamps. They then come back to the store a month later and purchase something else. The original stamps expiry period will be reset to 6 months later from that new purchase date. The same rule applies when they spend as well, if they’ve not purchased anything but they decide to redeem a reward. This action will push their expiry date back 6 months. Giving them more time to use that code but also their other balance. Fixed Expiry This is where the expiration period is fixed from the moment of the stamps being awarded and cannot be altered. Customers will lose their unused stamps on a set date per stamp activity from when it was generated based on the timeframe you’ve selected. Expiry of this type works in a different way, as each set of activities can have their own expiry and we will work out the remaining balance using our internal logic, to see if any was spent or leftover from each activity. This enables us to correctly calculate what percentage of each activities stamps awarded should be expired when that date comes around. Important: Due to the nature of these expiries, we don’t sent reminder emails for this at the moment. Expiry notification email Having this selected will automatically send out to customers a reminder email that their stamps are about to expire. It’s a great way to have a subtle marketing push to customers giving them a soft reminder about your store, your loyalty, the rewards program and that they have a stamps balance to use up. Pros and cons of fixed/rolling expiry option Fixed expiry Pro 1. Incentivises urgency for customers to come back to spend the rewards before the expiry date. 2. Marketing opportunities – expiring points opens up possibilities for communication. Bringing to their attention that their stamps will be expiring and its a great chance for them to spend their stamps and bring in another order for your store. Cons 1. Customers might feel rushed and pressured, especially if the expiry date is set too short. 2. Currently no supported for our built in reminder emails. It is coming soon. Rolling expiry Pro 1. Customers will appreciate the ability to extend their stamps till a later period, especially if they have built up a lot of stamps. 2. It gives them a higher chance to use the stamps down the road if they are saving for a larger reward. 3. It incentivises customers to become repeat purchasers knowing their expiry date can be extended by purchasing more items. Cons 1. Stamps can keep going forever if a customer purchases often enough, allowing them to stockpile them. 2. Less urgency than fixed expiry, because all stamps are treated as one expiry.

Last updated on Feb 18, 2026

Program configuration guide

Introduction Setting up your Appy Stamp loyalty program is easy and in this article we will walk you through how to configure it so that engages your customers and drives engagment. On this page - Different types of customers in Stamp - Stamp-program-configuration - Promote your program Different types of customers in Stamp Member They are defined as anyone who has a registered account on your store. These customers can hold a card, refer friends, redeem rewards and be part of your vip tier program (Paid plan) Guest These are customers who are not yet part of your program but have the potential to be. These are usually guest customers at your store who have not yet registered for an account but have made an order. Blocked These are customers who have had their accounts removed from the program by you from within our app. See Removing a customer from the program for more. Stamp program configuration Your stamp configuration is the foundation of your rewards program. The balance between incentives that will drive your customers to become repeat customers and the financial needs of your business e.g. average order value, purchase frequency and value per stamp are an important balance. To drive the growth you want is critical to your overall success. There are two things you need to configure to help make your stamp program successful, which are Activities and Rewards. Activities (Ways to earn) are how your customers earn stamps (e.g. making a purchase online or in store via Shopify POS, sharing their experiences through social platforms like Facebook or Instagram, or celebrating their birthday). Rewards are what your customers redeem stamps and completed stamp cards for and traditionally take the form of fixed or percent off discounts, free products, free shipping codes etc. Best stamp to value practices Calculating the return on investment for your loyalty program is done by looking at the following metrics and then 1. Total revenue per order 2. Lifetime order value 3. Gross product margins 4. Purchase frequency (repeat orders etc) 5. Average order value For example, if your average order is $10 and a customer typically orders with you 10 times over their lifetime. You could set up a stamp card that has 6 stamps on it. Each stamp would be earned per order, that way when they complete a card they would have done 6 orders with you. You could then offer 10% off their next order, for that one card. This way you are helping them drive orders quicker and getting more than the usual LTV than without the program. If they then purchased another $10 with the 10% off. You would have only lost $1 to acquire that additional order and be closer to getting them to come back again as they’d gain another stamp towards their next card. This is just a simple example, setting up the right rewards depends on a lot of factors, tweaking it is important but not often. You want to make sure customers can be rewarded frequenclty enough that they feel the benefits are a achievable without eating too much into your profits but instead being the driving force behind more orders. Program launch checklist Use this guide to check that you’ve successfully set up your Appy Stamp Loyalty and Rewards program. Promote your program Once set up, make sure that your loyalty program is included in other places within your business marketing. Such places like: - On your website in key places (we can also help with this using our Beacons) - On your social media channels (you can also reward customers for following your social media channels) - In person, via our stores. - In your marketing emails

Last updated on Apr 27, 2025

Program participation

Introduction This is where you can choose whether to allow all customers (including ones who don’t have accounts) to earn stamps on their orders. You can also create customer exclusions that allow you to exclude certain types of customer accounts from your Loyalty & Rewards program. Enabling Stamp Participation for All customers 1. Go to Stamp program 2. Scroll to Stamp participation, then you have 2 options: 1. All customers 2. Customers with Shopify accounts. 3. Click save Disabling program participation for customers without accounts 1. Go to Stamp program 2. Select Customers with Shopify accounts 3. Click save Now only customers that are registered with your store will be able to earn stamps and redeem rewards. Guest accounts, those that ordered from you without creating an account will no longer be able to. Customer exclusion and targeting Sometimes you might want to exclude certain customers from using your loyalty and rewards program. A common example is wholesale and trade customers while still allowing your traditional customers access. You are able to do this by using Shopify tags on your customers to target specific accounts. You can enter multiple tags by comma separating them i.e. vip, wholesale, trade etc Tag targeting type You have two options to choose from here, with the way your program will treat the customer tags. 1. Customers WITH a certain tag – customers with a certain tag can access your stamp program. For example if you have wholesale in the customer tags to target box and have the matching wholesale customer tag in their account then they will be able to access the stamp program via the on-site widget and if they don’t have any of the matching tag then they won’t see, nor be able access or earn stamps. 2. Customers WITHOUT a certain tag – customers without a certain tag can access your stamp program. For example, if you set wholesale as a target tag, then customers who do not have that tag will be able to see the widget and earn stamps and redeem rewards on your program. Note: If you select customers with a Shopify account, customers without accounts will no longer earn stamps on orders. Any previously earned Stamps will remain in their account for the customer to use if you decide to allow access for them again. Finally, while these customers are excluded, they will not collect stamps for any activities set up in your program but we will keep note of any orders these customers have. 1. Remember to save your changes by hitting save at the bottom of the page. Hide Widget on Page You can hide the program widget from certain web pages. Simply enter the page paths where the widget should be hidden. Use /* for wildcards (e.g., /checkout/* hides all checkout pages). Press Enter or click Add.

Last updated on May 29, 2026

Beacons

Beacons are a powerful way of engaging existing customers and potential customers to use and sign up to your loyalty program. A Beacon lets you notify existing customers about usable stamps and rewards on certain product pages On this page - The different types of Beacons - Cart Reminder: Stamp balance - Cart Reminder: Unused reward - Product stamp bonuses - Sign up reminder The different types of Beacons We have beacons that will display across your website at different stages in a customers journey on your store. These can be from right at the start when looking to sign up as a customer with you, to exploring different products and near the end when they on your cart. Cart Reminder: Stamp balance This is where you can set up a beacon to appear on a customers shopping cart to remind them they have stamps that they can redeem for rewards Note! – The beacon won’t show up on the flyout cart! If a customer closes the cart reward reminder beacon we will not show it on that device for 1 day. Cart Reminder: Unused reward This is where the beacon reminds the customer that their purhase with a valid unused reward and gives then the option to use the reward when a customer goes to view their cart a beacon will appear notifying them of unused rewards that they can claim If a customer closes the cart reward reminder beacon we will not show it on that device for 1 day. Product stamp bonuses This is where you can set up a beacon that displays a message to the customer when they can earn bonus additional stamps for a product they are viewing. When a customer lands on that product, this is what the beacon looks like on your storefront. Once they click on the view product button the widget will open up to show specific product bonuses available, along with the other ways they can earn stamps with your store. Note: For this beacon to work you have to have product bonus stamp activities set up and the product must be in a product bonus activity that is live. If a customer closes the product bonus beacon we will not show it on that device for 1 day for that specific product. We will continue to show the beacon for other products that have not been closed. After this we will show the beacon again. Sign up reminder This is a great way to encourage store visitors and or existing customers to sign up to your loyalty program. The beacon will appear to anyone who has not signed in. You can also have a login link embedded as a reminder to people who have accounts to sign in to view there rewards. If a customer closes the sign up beacon we will not show it on that device for 7 days. After this we will show the beacon again.

Last updated on Feb 24, 2026

Sending emails with your domain

For us to be able to use your email address there are two verification options available. The first is the most easiest which is being verified to send using your email where we will simply update the “from” address and name to the email and name of your choosing. Secondly is more involved an requires you setting up DKIM and Return Path records for us and our email vendor Postmark. This is the best and more reliable approach but requires some technical knowledge on your side to be able to update domain records. On this Page - Confirm your email address - Allowing us to send emails as you Confirming your email address If you wish to get up and running with us, using your email address then this is the fastest approach. Head over to Settings inside our app and find the section called Customer notifications. There you will see a sender name and sender email address. Here you can enter the name you wish to use for the email address and then set a email that your own which will then then use and send a verification link to. Important: This has to be a private domain and one that you have access to. You are not able to use a gmail, hotmail, outlook etc Once you’ve entered an email, you can then click on the confirm now link underneath. This will bring up a modal that will walk you through the next steps. Click on the send confirmation email button and we will ask our vendor to send you the confirmation email that you will need to click. Our vendor is Postmark which will come from support@postmarkapp.com and their email will look like this: Once you click the confirmation email, you can then click on Refresh confirmation status, we will show that it has been confirmed on our end. If you refresh and you did not see any update or you did not get the confirmation email, you can rtesend it by clicking on the Resend confirmation email link. Once confirmed we will show you the confirmed email message. That is it, once we have that we will be able to use your email address in our system. You can see what email we will send our notifications as if you head to any our the notifications in the app and edit one. In the email preview, we will show the from address and subject line that your email will use. Allowing us to send emails as you (best deliverability but most involved) Being able to send as you, is the most ideal approach. In terms of emails set up and spam checking this is the “gold standard” and what you’ve likely already done for you own email address already. By setting up DKIM and return path records for us – you drastically increase your chances of our emails not being marked as spam and they won’t show the “send on behalf of” in some email clients like Outlook or Gmail making them look like the just come directly from you. To set this up head over to Settings in our app inside your Shopify and then once you’ve confirmed your email address in the customer settings section via the instructions above. You will see the DKIM and Return Path records that we need you to set up. These records you will need to enter on your domain providers DNS options, this could be Shopify, IONOS, GoDaddy or someone else. You will have to copy the hostname and values exactly as they are in the table and paste it in your DNS settings within your store. Then click verify DNS, we will then check if the DNS values have been verified successfully. Don’t worry if it does not happen right away, DNS propagation can take up to 48 hours. Note: you can speed up the process but setting the TTL value to 1 minute while you verify and can always change it to a higher value afterwards.

Last updated on Apr 28, 2025

Reward discount combinations

Shopify Discount Combinations You can offer customers greater flexibility at checkout by enabling discount combinations. This guide explains how to allow shoppers to stack Reward discount codes with other Rewards. It also outlines which rewards cannot be combined and walks you through creating combination rules. How discount combinations work Discount combinations allow customers to use more than one discount code at checkout. They can combine Appy Stamp rewards with other Shopify discounts. Each discount you create has one of the following classes, depending on what the discount applies to: - Product discounts: Apply to specific items or collections - Order discounts: Apply to the cart subtotal - Shipping discounts: Modify shipping costs Below is a chart showing the different combinations that can be applied. Combination Scenarios For more details regarding discounts and discount combinations from Shopify, please follow this link: https://help.shopify.com/en/manual/discounts/discount-combinations Limitations There are some limitations due to platform restrictions. The following cannot be used with discount combinations: - POS rewards: Discount combinations aren’t currently supported on Shopify POS. Set up discount combinations To set up discount combinations: 1. In the Appy Stamp admin, go to Stamp Program. 2. Choose an existing Way to Redeem. 3. In the Redemption Rules section, select which discounts you want this reward to combine with. 4. Choose from: - Product discounts - Order discounts - Shipping discounts 5. Click Save. Remember: For discounts to be combined, each discount must allow combinations. Make sure both rewards are set to combine with each other. For example, £10 off watches must have the same combination settings as 10% off orders.

Last updated on Feb 15, 2026

Setting up auto redeem rewards

Auto redeem rewards is a great feature that automatically redeems a reward when a customer has earned enough stamps and places an order. The customer will then receive the reward code via email and in their widget. This saves customers from having to go into the widget and manually redeem their stamps for a reward. How to Set Up an Auto Redeem Reward Setting up an auto redeem reward couldn’t be easier. Simply head over to Program Settings and, under Stamp Program: 1. Click Add Ways to Earn. 2. Select either Percentage Off or Fixed Amount Off. 3. Set up the reward details, including how many stamps or stamp cards the customer must spend to redeem the reward. 4. Redemption rules: This is where you configure your redemption rules, such as whether the reward applies to the entire order or a specific collection, and whether the discount can be combined with other rewards. 5. Minimum purchase requirements: This is where you can set a minimum spend amount that a customer must reach before they are able to use the reward. 6. Reward Expiry: This is where you can set an expiry date for the reward. Auto Redeem: This is where you configure your auto-redeem settings. 1. Priority (Optional): This setting determines which reward is prioritised when multiple auto-redeem rewards are active and the customer only has enough stamps for one reward. In this case, the system will prioritise the reward with the lower value. 2. Maximum redemptions per event: This is where you set how many times a reward can be automatically redeemed when a customer has more stamps than required for a single redemption. For example, if a customer has enough stamps for 2 rewards and earns a 3rd, but you have set the maximum redemption limit to 1 per event, the customer will only receive 1 reward per order placed. The maximum limit is 3 as a safeguard against gaming or abuse. 3. Time-based limit (Optional): This setting controls how often a reward can be automatically redeemed. For example, if you set it to once per 1 day, after a customer places an order and receives an auto-redeemed reward, they will not receive another auto redemption during that time period, regardless of how many additional orders they place. Once this is all set up, simply click Save at the top and the reward will be activated. If configured correctly, an auto-redeem icon will appear next to the reward when you return to the Ways to Earn list, like this: You can also set a master auto-redeem limit per event here. This ensures that all rewards with auto redeem enabled are limited to the maximum number of redemptions you have set. The maximum limit is 3. That it you are all set for your auto redemptions to take place.

Last updated on May 27, 2026