Import points via CSV fileLearn how to upload customer points manually using a CSV file, and transfer points between platforms.IntroductionThere are instances where you may need to modify the points balance of a large number of customers at once, such as during an initial program promotion, switching from another loyalty provider to Loloyal, or granting bonus points to account for any store downtime. To adjust your customers' points balances in bulk, importing a comma-separated values (CSV) file is the most effective method. This enables you to import points for all customers in your store, including guest customers, and provides an opportunity to encourage guest customers to sign up for the program and spend their points.OverviewUsing a Loloyal CSV templateUsing the CSV file to adjust customers' points balances via EmailUsing the CSV file to adjust customers' points balances via Phone NumberSomething we need to know📋 Tips: Importing CSVs is irreversible. Once imported, changes are permanent.Using a Loloyal CSV templateYou can either download a points balance CSV template, build your own using Microsoft Excel or Google Sheets or you can export your existing customer list and modify the file for import.📋 Tips: Mac Numbers does not export the file correctly. CSV imports will not work using this spreadsheet platform.Creating a CSV fileIn order to import points balances to Loloyal your CSV file needs to be formatted properly. Using either Microsoft Excel or Google Sheets, create 2 columns with the headers email and points.Downloading a CSV templateWe can obtain either directly from Loloyal Admin. To download the template from within Loloyal, navigate to your Customers page and select Adjust points totals. From there, choose Import points, followed by either the Add points to existing customer balances or Reset existing customer balances option. It doesn't matter which you choose at this point, as both options will provide you with the link to download the template.Exporting existing customersTo download your existing customer information, you can follow the instructions provided in this guide. After successfully completing the process, you will receive a CSV file containing all the relevant details. To make any adjustments, you just need to remove all the unnecessary columns from the sheet, and keep only the phone, email, and points columns. This newly created file can be used as a starting point for any changes you wish to make.Populating the template with customer dataNow that you have a template you can begin entering or modifying your customer data. Enter your customers' email addresses or phone numbers into the email or phone number column and the points balance in the points column. Save the sheet as a CSV file and, if using Google Sheets, export the file to your desktop or some other location where you will be able to easily retrieve it from.Example of CSV file, via Email Example of CSV file, via Phone Using the CSV file to adjust customers' points balances via EmailStep 1, Choose how to identify customers - By EmailYou will then be prompted to choose what you would like to do with the imported points. Step 2, You can adjust points balances in 2 ways:Add points to an existing balanceReset an existing balance to a new valueThis is where you decide whether to Add points or Reset your customers' points balances.Step 3, Download and edit the CSV file according to the template. Finally, no need to hesitate, upload it when everything is ready.📋Tips From Loloyal Team1. We only need to enter the user's Email and the corresponding points.2. Please ensure that there are no blank cells in the Email or Points columns.3. Points must be an integer, and the range of integrals is in the interval of 0 to 100000000.4. The uploaded Email must belong to an existing customer in the Shopify store.Using the CSV file to adjust customers' points balances via Phone Step 1, Choose how to identify customers - By Phone numberYou will then be prompted to choose what you would like to do with the imported points. Step 2, You can adjust points balances in 2 ways:Add points to an existing balanceReset an existing balance to a new valueThis is where you decide whether to Add points or Reset your customers' points balances.Step 3, Download and edit the CSV file according to the template. Finally, no need to hesitate, upload it when everything is ready.📋Tips From Loloyal Team1. We only need to enter the user's phone number and the corresponding points.2. Please ensure that there are no blank cells in the phone number or points columns.3. Points must be an integer, and the range of integrals is in the interval of 0 to 100000000.4. Phone must include country code.5. The uploaded phone number must belong to an existing customer in the Shopify store.📋Tips From Loloyal TeamExample about +18189750320Take the mobile phone number in the United States as an example +18189750320. Where +1 is the national telephone number code of the United States. Then just write it as 18189750320.Example about (86)13800138000Take the mobile phone number in the China as an example (86)13800138000 .Where (86) is the national telephone number code of China. Then just write it as 8613800138000.Something we need to know🙋If there are errors in the CSV file I provide, can I make a successful adjustment about points?💡If any errors occur, no adjustments will be made.🙋When something goes wrong, how do I correct it?💡Don't worry when something goes wrong. Loloyal will provide you with a file containing error information about the file you uploaded. Just correct it when you're ready. Try uploading it again :).

IntroductionThank you for choosing Loloyal as your rewards program. We are excited to have you on board! This article aims to guide you step by step on how to switch from your current rewards program to Loloyal. We are committed to making the transition as smooth as possible, and we are confident that you will enjoy our program's unique features and benefits. So, let's get started! The following instructions will help you switch to Loloyal quickly and easily. Get ready to take your rewards experience to the next level!Import your customers' birthdays.Step 1 : Export your customers from the other app in CSV format.Step 2 : Select Settings in Loloyal -> Then find the Import Loyalty data option.Step 3: Upload the CSV file in the correct format.1. Be sure to import in the format of MM-DD (month-date), otherwise it cannot be imported.2. MM (month) range 01-12, DD (date) range 01-31.

IntroductionThere are several order settings that you can configure that will allow you to control when and how your customers points balances will be calculated on their purchases.Order SettingsShopify tax settings & points calculationHow to reward for POS ordersOrder SettingsFrom the dashboard, go to Settings > Orders.Reward subtotal:Rewards the order amount after deducting the discount. Shipping, duties, taxes and gratuities are not awarded. This option is mandatory.Example: Subtotal = $80.00 Discount = $20.00 Tax = $5.00 Shipping = $10.00.When the reward subtotal is selected, the subtotal of the reward amount is $80.00.Reward discounts:Example: Subtotal = $80.00 Discount = $20.00 Tax = $5.00 Shipping = $10.00.When subtotal is selected, selected reward including discounts, not selected reward including tax, and not selected including shipping, the reward amount is $100.00.Reward taxes:Example: Subtotal = $80.00 Discount = $20.00 Tax = $5.00 Shipping = $10.00.When subtotal is selected, not selected reward including discounts, selected reward including tax, and are not selected including shipping, the reward amount is $85.00.Reward shipping:Example: Subtotal = $80.00 Discount = $20.00 Tax = $5.00 Shipping = $10.00.When subtotal is selected, not selected reward including discounts, not selected reward including tax, and selected including shipping, the reward amount is $90.00.Shopify tax settings & points calculationBriefly, Shopify's tax settings work like this:If All prices include tax = checked, the tax is included in the price that the customer sees. If your product is $20, the customer pays $20 + any shipping at checkout.If All prices include tax = unchecked, the relevant tax is calculated and added at checkout. So, for a $20 product, the customer pays $20 + any tax + any shipping at checkout.Below is a breakdown of how points are calculated depending on how you have configured your Shopify setting. All prices include tax and our app’s setting Include taxes for points calculated on orders. In all of the examples below, the price of the product is $20 and the customer earns 1 point for every $1 spent on orders. For the sake of clarity the shipping in each example is free.Prices include tax and points calculation includes taxIf your store's prices already include tax and you have set our app to include tax when points are calculated, points will be calculated based on the order subtotal.Prices include tax and points calculation excludes taxIf your store's prices already include tax and you have set our app to exclude tax when points are calculated, points will be calculated based on the order subtotal minus the included tax.Prices do not include tax and points calculation includes taxIf your store's prices do not include tax and you have set our app to include tax when points are calculated, points will be calculated based on the order subtotal plus the tax added at checkout.Prices do not include tax and points calculation excludes taxIf your store's prices do not include tax and you have set our app to exclude tax when points are calculated, points will be calculated based on the order subtotal, before the tax is added at checkout.How to reward for POS ordersChange this setting accordingly if you would like to reward customers for shopping online and in-store, online only, or in-store only.

IntroductionThis powerful feature enables you to incentivize existing account-holders to engage with your Loyalty program.With this feature, existing members will be awarded for the 'Sign up' and 'Place an order' Ways to earn. This handy feature ensures that your customers get points for actions on your store, prior to you installing the app. This feature is very useful for crediting your previous customers points from past purchases, automatically.How to reward for past actionsEnabling this feature will retroactively grant points to your customers for all Sign Up and Order actions prior to the app's installation. Here's an example: Let's say you had a customer that signed up to your website 95 days ago and placed 1 order. Given that you have your points set at 100 for 'Sign up', and 200 for 'Place an order', after enabling this feature the customer would automatically be awarded 300 points.Open your Loyalty Dashboard and click Settings.Select Reward Past Actions, then click the Reward for Past Actions button.Select Date range and click the Confirm button on the prompt to proceed with the action.The points will be processed in the background after clicking that button. 👍Important notes:The app will only backfill points for the Sign Up and Place an Orderways to earnPoints will be awarded only if the 'Sign up' and/or 'Place an Order' way to earn is currently enabledThe order information for the points won't be displayed under the customer profile ' Recent Orders', points for past actions will be displayed in their 'Program Activity.Retroactively grant points for actions performed before the app was installed.Points will only be awarded if actions above are currently enabled.This action will backfill past orders last 60 days of customers.The same reward can only be issued once.