> For the complete documentation index, see [llms.txt](https://docs.roadmap.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roadmap.so/loyalty-and-rewards.md).

# Loyalty & Rewards

- [Getting Started](https://docs.roadmap.so/loyalty-and-rewards/getting-started.md)
- [Overview of the Loyalty Program dashboard](https://docs.roadmap.so/loyalty-and-rewards/getting-started/overview-of-the-loyalty-program-dashboard.md): A tour of the Loyalty Program admin dashboard: where to find points, membership tiers, referrals, customer management, pending adjustments, and unused coupons.
- [Reward types: points, discounts, tiers, referrals](https://docs.roadmap.so/loyalty-and-rewards/getting-started/reward-types-points-discounts-tiers-referrals.md)
- [How to configure your point settings](https://docs.roadmap.so/loyalty-and-rewards/getting-started/how-to-configure-your-point-settings.md): Configure point naming, currency conversion, expiry, order adjustments, and POS behaviour.
- [Loyalty membership eligibility settings](https://docs.roadmap.so/loyalty-and-rewards/getting-started/loyalty-membership-eligibility-settings.md): Control who participates in your loyalty program and how long membership tiers last — all customers versus store accounts only, and lifetime versus fixed-duration membership.
- [Program status, start date, and tester domains](https://docs.roadmap.so/loyalty-and-rewards/getting-started/program-status-start-date-and-tester-domains.md): Activate, schedule, or deactivate your loyalty program, set the date customers start earning, and let tester accounts try rules before you go live.
- [Customize the loyalty widgets](https://docs.roadmap.so/loyalty-and-rewards/getting-started/customize-the-loyalty-widgets.md): Style loyalty widgets from one place, use Universal Styler, and add blocks to your theme.
- [Create a loyalty page in new customer accounts](https://docs.roadmap.so/loyalty-and-rewards/getting-started/create-a-loyalty-page-in-new-customer-accounts.md): Add the loyalty page to Shopify's new customer accounts, then design it with the New Accounts Dashboard builder: hero and greeting, a drag-and-drop block layout, and the colours that style it.
- [Points & ways to earn](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn.md)
- [Ways to earn points: overview](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/ways-to-earn-points-overview.md): Every way customers can earn loyalty points in Roadmap, from orders and birthdays to anniversaries and tier promotions, plus the settings all earners share.
- [Award points for placing an order](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/award-points-for-placing-an-order.md): Configure the Place an order way to earn — points per dollar, earning conditions, product eligibility, active dates, and membership tier eligibility.
- [Run a double-points promotion](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/run-a-double-points-promotion.md): Set up a time-boxed double-points or bonus-rate promotion with a second Place an order earner for all tiers or a specific tier.
- [Show points earned on product pages](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/show-points-earned-on-product-pages.md): Add the Points Earned Badge to your product pages so customers see the points a purchase earns — with live promotion rates and a logged-out login prompt.
- [Award points for account sign-up](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/award-points-for-account-sign-up.md): Award customers loyalty points when their loyalty account is enabled, using the Account Signup way to earn.
- [Award points for birthdays](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/award-points-for-birthdays.md): Award loyalty points on a customer's birthday, the first of their birthday month, or a set number of days before.
- [Award points on membership anniversaries](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/award-points-on-membership-anniversaries.md): Award loyalty points every year on the anniversary of a customer joining your loyalty program, scoped by tier if you want and awarded automatically.
- [Award points for tier promotions](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/award-points-for-tier-promotions.md): Award loyalty points when a customer is promoted into a membership tier, once per customer or on every promotion, with skipped tiers still paying out.
- [Leave a verified review](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/leave-a-verified-review.md): Award loyalty points when a customer's verified review is approved and published, with reward frequency controls to cap multi-product orders.
- [Award points with customer tags](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/award-points-with-customer-tags.md): Use the Customer Tag way to earn to award points when a customer is tagged in Shopify — for quizzes, Shopify Flow automations, and subscription rewards.
- [Reward subscribers with loyalty points](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/reward-subscribers-with-loyalty-points.md): Combine subscription auto-tagging with the Customer Tag way to earn to reward subscribers at milestones and reuse the tags for Klaviyo segments.
- [Add display-only tiles to the Ways to Earn block](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/add-display-only-tiles-to-the-ways-to-earn-block.md): Showcase rewards that don't award points, like referral rewards and birthday vouchers, as tiles in the Ways to Earn block, with an optional link button and active dates.
- [How to Stop Customers Earning Points on Discounted or Sale Items](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/how-to-stop-customers-earning-points-on-discounted-or-sale-items.md)
- [Limit Points Earning by Product, Variant, or Collection](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/limit-points-earning-by-product-variant-or-collection.md)
- [Managing point adjustments post-fulfilment](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/managing-point-adjustments-post-fulfilment.md): Review and approve loyalty point changes created after a fulfilled order is refunded, returned, exchanged, or edited.
- [Ways to redeem points: overview](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/ways-to-redeem-points-overview.md): The two reward types customers can spend points on, where they redeem them, and how redemption works.
- [Set up an amount discount reward](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/set-up-an-amount-discount-reward.md): Configure an Amount Discount reward, including point cost, value, product scope, discount combinations, tier eligibility, and minimum order value.
- [Set up product redemption](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/set-up-product-redemption.md): Let customers redeem whole products with points. Set the cost, the per-customer limit, the product options they choose from, and how many units each redemption adds to the cart.
- [Configure the cart point redeemer](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/configure-the-cart-point-redeemer.md): Set up the cart point redeemer, including the customer flow, messages, states, and styling.
- [Redeem points on subscription orders](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/redeem-points-on-subscription-orders.md): Let subscribers apply loyalty points to an upcoming subscription order through Subscriptions Integration.
- [Refund an unused loyalty coupon](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/refund-an-unused-loyalty-coupon.md): Return a customer's points when they've redeemed a coupon they don't want or can't use, for amount discounts and product redemptions alike, and let them redeem fresh.
- [Membership tiers & referrals](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals.md)
- [Loyalty Tiers](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals/loyalty-tiers.md): Create membership tiers — names, levels, customer tags, and the milestone that earns each tier — and choose between points-earned, amount-spent, item-purchased, and tag-based progression.
- [Tag-based membership tiers](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals/tag-based-membership-tiers.md): Run a secondary loyalty program granted by a Shopify customer tag: an invite-style tier alongside your milestone tiers for paid memberships, VIPs, staff, or app-driven cohorts.
- [Manage referrals](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals/manage-referrals.md): Reward customers for referrals with Referral Program
- [Tier progression rules](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals/tier-progression-rules.md)
- [Reward customers for reaching a tier](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals/reward-customers-for-reaching-a-tier.md): Give customers a direct reward when they reach a membership tier or maintain it through a membership period.
- [The Customer Rewards storefront redeeming block](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals/the-customer-rewards-storefront-redeeming-block.md): Let customers see and redeem their tier rewards on the storefront: the block's states, how redemption behaves in the cart, and every setting explained.
- [Send discount codes for birthdays and tier promotions](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals/send-discount-codes-for-birthdays-and-tier-promotions.md): Generate a unique discount code for a member birthday or tier promotion. Deliver it through Roadmap or a Klaviyo event.
- [Loyalty Klaviyo Integration](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration.md)
- [Loyalty × Klaviyo: overview](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/loyalty-klaviyo-overview.md): How Roadmap loyalty connects to Klaviyo — the metrics and profile properties that sync, the loyalty-side controls, and a guide for every loyalty flow.
- [Loyalty profile properties and email snippets](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/loyalty-profile-properties-and-email-snippets.md): Every loyalty property Roadmap writes to Klaviyo profiles, and the liquid snippets to show points balances, tiers, and expiry dates in your emails.
- [Loyalty welcome emails](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/loyalty-welcome-emails.md): Greet every new loyalty member the moment they join, with the Roadmap: Loyalty Welcome metric and the pre-built welcome flow.
- [Points earned emails](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/points-earned-emails.md): Confirm every points earn with the Roadmap: Loyalty Points Earned metric — the highest-volume loyalty email and the heartbeat of the program.
- [Tier earned emails](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/tier-earned-emails.md): Celebrate a customer reaching a new tier with the Roadmap: Loyalty Tier Earned metric and tier-specific emails.
- [Birthday points emails](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/birthday-points-emails.md): Deliver birthday points with a well-timed email using the Roadmap: Loyalty Birthday Points Reward metric.
- [Review reward emails](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/review-reward-emails.md): Thank reviewers for their points — and celebrate photo and video bonuses — with the Roadmap: Loyalty Review Reward metric.
- [Referral invitation emails](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/referral-invitation-emails.md): Deliver the referral invitation to the friend with the Roadmap: Loyalty Referral Share metric.
- [Referral completed emails](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/referral-completed-emails.md): Thank the referrer when their friend's first order lands, with the Roadmap: Loyalty Referral Complete metric.
- [Points expiring reminders](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/points-expiring-reminders.md): Turn point expiry into a comeback trigger with the Roadmap: Loyalty Points Expiring metric and its Set Alert window.
- [Tier demotion alerts](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/tier-demotion-alerts.md): Warn customers before they drop to a lower loyalty tier, then trigger a Klaviyo flow at the right time.
- [Monthly loyalty updates](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/monthly-loyalty-updates.md): Send a scheduled monthly loyalty digest with the Roadmap: Loyalty Monthly Update metric — enable it, set the time, and pair it with profile properties.
- [Customer management](https://docs.roadmap.so/loyalty-and-rewards/customer-management.md)
- [Manage loyalty customers](https://docs.roadmap.so/loyalty-and-rewards/customer-management/manage-loyalty-customers.md): The Manage Customers area — filter and save member views, open a customer's loyalty profile, adjust their points, redeem on their behalf, and read their history.
- [Understanding a customer's loyalty timeline](https://docs.roadmap.so/loyalty-and-rewards/customer-management/understanding-a-customers-loyalty-timeline.md): Read a customer's loyalty timeline — earnings, spendings, admin actions, and the exact reasons an order or review didn't award points.
- [Loyalty analytics](https://docs.roadmap.so/loyalty-and-rewards/loyalty-analytics.md): Read the Loyalty Analytics dashboard: business growth, performance benchmarks, points activity, tier analysis, referrals, and product insights, with every metric explained.
- [B2B Loyalty](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty.md)
- [B2B Loyalty: an overview](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/b2b-loyalty-an-overview.md): Run a company-level loyalty program for your Shopify B2B customers alongside your regular D2C program — shared company point balances, company tiers, and a dedicated B2B admin view.
- [Setting up B2B points: ways to earn and redeem](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/setting-up-b2b-points-ways-to-earn-and-redeem.md): Configure how B2B companies earn and redeem loyalty points — the Place an Order earning rule, Amount Discount and Product Redemption, and how fulfilled order adjustments work for B2B.
- [B2B membership tiers](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/b2b-membership-tiers.md): Create membership tiers for your B2B companies and use tier tags to unlock better pricing, shipping rates, or exclusive products for your top wholesale accounts.
- [Managing companies and their loyalty](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/managing-companies-and-their-loyalty.md): A tour of the Companies dashboard and the company detail page — point history, members, orders, adjusting the shared balance, generating discounts, and updating membership dates.
- [What happens to a customer's personal loyalty when they join a B2B company](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/what-happens-to-a-customers-personal-loyalty-when-they-join-a-b2b-company.md): When a customer joins a B2B company, personal loyalty pauses. Their points and tier are saved, then resume automatically when they leave.
- [B2B loyalty and Klaviyo](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/b2b-loyalty-and-klaviyo.md): How Klaviyo behaves for customers in a B2B company program — which loyalty properties are removed, which events still fire, and how to split your flows so B2B members get relevant emails.
- [Storefront loyalty blocks for B2B customers](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/storefront-loyalty-blocks-for-b2b-customers.md): What B2B company members see in your storefront loyalty blocks — company points and tier, B2B-only earning and redemption rules, and the one block that's shared with D2C.
- [Loyalty integrations](https://docs.roadmap.so/loyalty-and-rewards/loyalty-integrations.md)
- [Set up Roadmap loyalty in Shopify POS](https://docs.roadmap.so/loyalty-and-rewards/loyalty-integrations/set-up-roadmap-loyalty-in-shopify-pos.md): Add the Redeem loyalty points and Loyalty point adjustments tiles to Shopify POS from Shopify admin or directly on the POS device.
- [Troubleshooting](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting.md)
- [Referral rewards not applying?](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting/referral-rewards-not-applying.md)
- [Customers not earning loyalty points](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting/customers-not-earning-loyalty-points.md): A checklist for when customers aren't earning points: rule mismatches, unmet limits, the loyalty timeline, and a deleted collection pausing an earning rule.
- [Points on an order only came from one earning rule](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting/points-on-an-order-only-came-from-one-earning-rule.md): Why an order awarded points from a single Place an order rule when two rules with different product eligibility were active — and what's changing.
- [Can I award extra points for photo or video reviews?](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting/can-i-award-extra-points-for-photo-or-video-reviews.md): Whether you can award additional loyalty points for reviews that include a photo or video, and what to set up in the meantime.
- [Where is a customer's loyalty discount code?](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting/where-is-a-customers-loyalty-discount-code.md): Find a discount code from a loyalty redemption or promotion by searching Shopify Discounts with the customer email.
- [A customer's loyalty coupon isn't working](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting/a-customers-loyalty-coupon-isnt-working.md): A customer says their loyalty code isn't working, shows insufficient points, or they want to undo a redemption. How to diagnose it and put the points back.
- [What the RoadmapReferrer note on a customer means](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting/what-the-roadmapreferrer-note-on-a-customer-means.md): Seeing a RoadmapReferrer note on a Shopify customer profile? That's Roadmap's referral attribution. What it records, where it appears, and how to trace the referral.


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