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Points program – quick start guide

Updated this week

Welcome to Alpha Loyalty, the app designed to help you run powerful loyalty programs that drive real results for your business.

What makes Alpha Loyalty unique?

It’s the only loyalty app built around the idea of multiple programs, allowing you to:

  • Target different customer segments

  • Test multiple strategies simultaneously

  • Keep draft programs ready to launch instantly when needed

Let’s get started with your first Points program.

1. Create your first program

In Alpha Loyalty, there are two program types: Points programs and VIP programs.

Points programs let your customers earn points for activity and redeem them for discounts and freebies.

To start with a new points program, just click Add points program and proceed to the setup wizard.

2. Set earning rules

The basis of a points program is that your customers can earn points for the purchases they make and for some additional funnel steps, like registering an account or signing up for your newsletter.

You can enable or disable any of the earning methods, and, obviously, specify how many points each activity will bring.

Keep in mind that Alpha Loyalty gives you the flexibility to set up different earning rules for different products. This way, you can stimulate sales of certain products with higher point earnings.

3. Configure rewards

Customers can redeem their points for rewards. Alpha Loyalty supports 5 reward types:

  1. Order Discount – A discount applied to the entire order value

  2. Product Discount – A discount on selected products in the cart

  3. Gift Card – A gift card customers can send to any email.

  4. Free Shipping – Shipping at no cost

  5. Free Product – A complimentary product as a reward

You can create multiple rewards of the same type, but no more than 10 per loyalty program.

4. Choose participants

To fine-tune who participates in your loyalty program, you can filter customers by tags. This is especially useful if, for example, you want B2B customers to receive different rewards than retail customers.

Use include/exclude filters in the program settings to define eligibility.

A customer can only participate in one program at a time.

If eligible for multiple, the one with the higher priority will apply. You can easily reorder program priorities with drag & drop.

5. Customize the Loyalty Widget

Your loyalty program is displayed on your storefront through a floating button (like a chat icon). Clicking it opens the widget where customers can:

  • View points earned

  • Check earning methods

  • Browse and redeem rewards

Go to:

1. Branding → Widget Design to customize the look.

2. Branding → Content to adjust text labels.

Note: Some program-specific texts (like specific reward descriptions) are edited directly within program settings.

6. Enable the app embed

For the Loyalty Widget to appear on your storefront, ensure the Alpha Loyalty app embed is enabled in your theme. If not enabled, you can still activate your program, but your customers won’t see it.

  • Open your theme editor

  • Locate Alpha Loyalty app embed

  • Toggle it on and click Save

7. Preview before launch

Click the three-dot icon next to any program and choose Preview to open a private preview mode in a new browser tab.

This will open a new browser tab with a demo widget enabled. You can preview the widget in the guest mode, or sign in as any registered customer.

Note: The preview is visual only - you can’t redeem rewards. For full testing, create a copy of your program assigned to a test customer account.

8. Launch and monitor

Once you’re satisfied with your program setup, just switch the toggle button to activate the program immediately.

All customer activity within loyalty programs (e.g., when points are earned or redeemed for a reward) is recorded in the Activity Board. From there, you can filter events by type and date.

For a more detailed view of a specific customer’s loyalty history, click on their name.

You will also see the list of the customer’s recent orders and points assigned for them:

9. Iterate and experiment

Monitor the success of your programs and generate hypotheses for improvement.

You can use customer tags to create audience segments and test different program setups on them to find the most profitable mix.

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