For the complete documentation index, see llms.txt. This page is also available as Markdown.

Reward subscribers with loyalty points

Combine subscription auto-tagging with the Customer Tag way to earn to reward subscribers at milestones and reuse the tags for Klaviyo segments.

Reward subscribers automatically at milestones, such as a fifth or tenth subscription order. Subscription auto-tagging applies a Shopify tag, then a Customer Tag earner converts it into points.

Set up subscriber rewards

1

Turn on subscription auto-tagging

In the Subscriptions dashboard, open Customer Auto-Tagging.

Subscriptions dashboard
Customer Auto-Tagging lives on the Subscriptions dashboard.

Enable auto-tagging. Choose a Count Method and add Tag Rules. For example, use 1 → first-subscription-ordered, 5 → fifth-subscription-ordered, and 10 → tenth-subscription-ordered.

  • Order count counts initial and renewal subscription orders.

  • Product count counts subscription line items across all orders.

Subscription auto-tag settings
Tag rules with a live preview of how customers will be tagged.
2

Award points for each tag

In Loyalty Program → Points, add a Customer Tag way to earn for each milestone tag.

Copy the tag exactly. Tags are case-sensitive. Leave Only award once unticked if a milestone can recur. Write Customer note for customers to read.

3

Reuse tags in Klaviyo

Shopify syncs tags to Klaviyo through its native integration. Build a segment using the Shopify tag, then use it in retention flows.

When a customer reaches a higher threshold, Roadmap removes the old auto-tag and applies the new one.

Keeping an eye on the counts

The subscription contract page shows a Customer Subscription History card. It lists subscription-order and subscription-product totals. A Loyalty Points card provides a View loyalty account link.

Subscription and loyalty cards
Subscription tallies and the customer's points balance, side by side on the contract page.

Last updated