Getting started

From install to a live loyalty program. The app's Setup page walks you through four required steps, two optional ones, and Launch.

1. Install

Install TierWise from the Shopify App Store and approve the permissions. TierWise reads your store's timezone and currency and starts importing your order history in the background. Large stores take a few minutes.

2. Decide what counts

The first step on the Setup page asks one question: should orders your customers placed before today count toward their tier?

• Count past orders. Anyone whose past orders already earn a tier gets it as soon as you sync. Pick this if you're moving an existing program over.
• Start everyone from zero. Only orders placed after Launch count. Existing customers see $0 and no tier on the Rewards page until their first order after Launch. Pick this if loyalty is new to your store.

Either way, reward codes are only given for orders placed after you press Launch. You decide once; it can't be changed after the tiers are saved. See How tiers work for how past orders are counted.

3. Name your tiers

On the Setup page, click Set up tiers. Settings opens. There are three tiers, called Bronze, Silver and Gold at $200, $500 and $750 of yearly spend until you change them. For each tier you can set:

• Name, which becomes the customer tag, for example tierwise-gold.
• Spend to reach in a calendar year. Each tier must need more than the one below.
• Can also be reached by placing enough orders, for example 3 orders in a year.
• Reward when a customer becomes that tier: a reward code (a percentage or a fixed amount off), a gift, or nothing.

Click Save in the bar at the top of the page. Saving sets your tiers. Reward codes start later, when you press Launch.

4. Sync your customers

Click Start sync. If past orders count, TierWise works out every customer's tier from their order history and writes their tags and loyalty fields to Shopify. If you chose to start from zero, there is little to write yet: every customer shows $0 and no tier on the Rewards page until their first order after Launch. Progress shows on the page, and a sync that stops for any reason carries on from where it left off.

The sync never creates reward codes and never sends events. A customer who already qualified before you launched is recognised with their tier, not flooded with codes.

5. Add the Rewards page

The Rewards page is a block for your theme, so it goes on a page of your own and looks like the rest of your store. Step 4 on the app's Setup page has three buttons. The app does what Shopify lets an app do; the block itself goes in through your theme editor.

1. Create the page. The app adds a Rewards page to your store, set to use a layout of its own called "rewards", so the block only ever shows on this page.
2. Add the block. Opens the Rewards page in your theme editor. Three things to do there, below. Press Save and come back to the app. It sees the block and marks the step done.
3. Add to the menu. Optional. Puts a Rewards link in your main menu. Any other link to the page works just as well. On a custom-built theme, we'll place the link for you.

The app asks for permission to write pages and navigation, and to read your theme so it can tell when the block is in place. It never changes your theme's files.

In the theme editor

Two minutes. On a paid plan we can do it for you: write to support@tierwise.io.

1. Create a template for the page. In the dropdown at the top of the editor, choose Pages, then press Create template. Name it rewards, based on Default page, and press Create. Without its own template the block would show on every page of your store.
2. Hide the theme's page title. In the left panel, under Template, click the eye on the Page section. TierWise shows its own title, so this stops it appearing twice.
3. Add the block. Click Add section, open the Apps tab and choose Rewards page. Pick the accent colour, then press Save.

The page is live at your store's address followed by /pages/rewards. Signed-out visitors see a sign-in button that brings them back to it. See Rewards page & reward reminder for the settings.

Made the page yourself?

If you deleted the page, want a different one, or Add to the menu found no main menu, this is what those two buttons do:

1. Make the page. Online Store → Pages → Add page. Call it "Rewards". On the right, under Template, pick rewards, then save.
2. Add it to the menu. Content → Menus → Main menu → Add menu item. Label it "Rewards", under Link choose Pages, then Rewards. Press Add, then Save.

   Rewards then shows at the end of your navigation:

   

6. Bring over existing rewards

Optional. Coming from another loyalty app, or from codes sent through Klaviyo? Upload a CSV of the reward codes your customers already hold, and each one appears on its customer's Rewards page. The button turns on once your customers are synced. See Bringing over existing rewards.

7. Connect your email

Optional. Connect Klaviyo or Shopify Flow before Launch, so your first reward emails go out.

8. Launch

When steps 1 to 4 are done, the Launch button at the bottom of Setup turns on. Launch is what starts reward codes: from that moment, orders that cross a tier line or a reward mark earn a code, and the events go out. Orders before Launch count toward tiers and progress but earn no code. Pressing it also opens the rest of the app: Members, Analytics, Birthdays, Campaigns, Integrations and Settings.

Optional extras

• Reward reminder. A small pop-in reminding signed-in members of the codes they hold. Setup has a button for it: Add the reward reminder. See Reward reminder.

What happens on its own

• Every new, edited, cancelled or deleted order updates that customer within seconds: tier, tags, fields and any reward code the order earned.
• On January 1 TierWise reviews the year that ended and updates every member for the new one.
• On December 1 it tells Klaviyo and Flow which members are about to lose their tier.