B2B Loyalty: an overview
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.
Run B2B loyalty alongside your D2C program. B2B loyalty pools points, tiers, and redemptions at company level.
How B2B loyalty works
Orders through a B2B catalog earn into a shared company balance.
Companies progress through their own B2B membership tiers.
Any company member can redeem from the shared balance.
Your D2C program continues for everyone else.
Switch between programs
When B2B Loyalty is enabled, use the D2C / B2B toggle in the top-right. It switches the page between programs.
The toggle appears on:
Loyalty Program and its pending-adjustments badge
Points and Membership Tiers
Manage Customers and Pending Adjustments
If your plan only includes B2B, you see only the B2B view.
Separate and shared settings
Who earns
Individual customer
Company, across all members
Point balance
Per customer
One shared balance per company
Tiers
D2C tiers
Separate B2B tiers
Ways to earn
All earning methods
Place an order only
Ways to redeem
Configured separately
Configured separately
Activity timeline
Customer profile
Company page
Rules, tiers, and redemption methods never cross between programs.
Some settings apply to both programs. The admin labels them Applies to D2C and B2B:
Program Status sets one start date and active state.
Fulfilled Order Adjustments controls fulfilled-order refunds and edits.
Unused Loyalty Coupons searches D2C and B2B outstanding coupons together.
Which orders earn company points?
Only orders placed through the B2B catalog earn company points.
A company member’s regular online-store order earns no points.
A company member’s POS order earns no points.
POS redemption is disabled for company members. Shopify POS does not support B2B.
Personal loyalty for company members
A company member’s personal loyalty pauses while they belong to a B2B company. Their points and tier are saved. They resume automatically if the customer leaves.
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