Meisei

    Loyalty

    This guide gets a loyalty program running on your store: points your customers earn and spend, tiers they climb and offers.

    Set up a program in a minute

    1. Open Loyalty → Overview, pick what your customers can do (earn points, claim offers) and choose Create program. Each choice writes a working example, like a point per dollar, a 100 point welcome bonus and $5 off for 500 points. Beside the questions, a preview of your own product page shows the rewards panel open.

    2. Change anything you like under Loyalty → Rules. Every number is a starting point, not a recommendation.

    3. Press Preview in Settings → Features → Loyalty to see the program on your storefront. The link works for a day and you can send it to a colleague.

    4. Press Publish when you're happy. Until then the program is a draft and no shopper can see it. The loyalty overview, with the program's tiers and rules

    5. Add the loyalty widget to your storefront. See Storefront widgets.

    Draft, live and paused

    • Draft: nobody can see it. Every new program starts here.
    • Live: members can see it, join it and earn in it.
    • Paused: members keep their balances, rewards and history, but nobody can earn, spend or join. Warnings about expiring rewards still go out.

    Publishing can't be undone. To take a live program down, pause it from Settings → Features → Loyalty; Republish starts it again. Rules, tiers and offers on a live program take effect the moment you save them.

    Program

    The first card under Settings → Features → Loyalty has two settings:

    • Name, which members see in the widget and in emails.
    • Joining: either customers join themselves from the widget, or Meisei enrolls them the first time they do something the program rewards. The second option fills a program much faster. The program card under Settings, Loyalty

    Points

    Turn on Use points and give them a name, like "bean" and "beans", so every balance reads "1,200 beans". A program can also run on coupons alone, with no points at all.

    Points never expire unless you say so. Points expire after expires each batch of points a set number of days after it was earned. Every balance expires on ends every balance on one date, which suits a seasonal program. Set both and the earlier one applies. The points card: the names of your points and when they expire

    Rewards and when they lapse

    A reward is what a rule hands out: points, a coupon, free shipping or a gift card. Coupons and other non-point rewards can expire. Rewards expire after sets the program-wide default, counted in days from when each reward is issued. Leave it empty and rewards never expire. Any rule can override this. See Loyalty rewards.

    What members see

    Members find the program through the loyalty widget on your storefront. Two switches in Settings → Features → Loyalty turn each part on or off: Ways to earn and Offers. Tiers appear whenever the program has any, and Redeem points appears once points are named. The Sections settings, with a switch for each part of the widget

    The loyalty page

    Each store has a Loyalty page field under Settings → URLs & domains. Leave it empty and the links in your loyalty emails go to your store's home page, where the launcher opens on arrival. Point it at a dedicated rewards page and they go there instead. The Sign-in URL on the same page is where the widget sends a shopper who needs to sign in before joining.

    Emails

    Meisei sends up to six emails to members: a welcome, points earned, a new reward, a claimed reward, and two expiry warnings. They come from the Loyalty member emails automation, which Meisei adds with your first program. Open it from Settings → Features → Loyalty to switch each one on or off and change its wording. See Loyalty emails.

    Time zone

    Rule limits per day, week or month, and expiry all run on the time zone under Settings → General. Set it before you launch.

    Next steps

    For developers

    A program applies to every site in the organization. The API can create more than one; when it has, a program picker appears on the Overview and Loyalty settings pages. Deleting a program is API-only (DELETE /loyalty-programs/{id}, which records a reason in the audit trail) because it removes members, balances and issued rewards permanently. See Loyalty programs API and Custom loyalty events.