Enable Customer Accounts
Before you begin, ensure that customer accounts is enabled for your store. This is mandatory since customer accounts is needed for us to keep track of reperks members.
Customer accounts should be either optional or required.
Install Reperks App
Shopify merchants can use Reperks by installing the app from Shopify app store.
After your store is connected, OnVoard will automatically sync customer, order and product data from your store. Depending on the number of records you have, you may take up to a few hours for data to be fully synced.
Customers Synced as Reperks Members
Customers will be automatically synced as members for reperks program. Keep in mind that members can't be manually added via OnVoard. They need to be customers from your store. This is because they need to login to your store in order to view points.
If there's a need to manually add a new member, add them as customer in your store and it will be automatically synced as a reperks member.
Setup Earning Points
To get members to participate in your reperks program, you need to first configure rules for members to earn points. Go to earning points page and add rule.
Setup Store Rewards
Add store rewards so that members can use their points to redeem for rewards. To setup, go to store rewards page and add reward.
Setup Reperks Emails
By default, we will auto provision an email profile using your store credentials.
- Go to email profiles page.
- If email profile if not created, follow this guide to setup email profile.
- For better deliverability, we recommend setting up email domain as well.
Next go edit reperks emails and customize emails based on your preference.
Customize Reperks Widget
Next, you can customize reperks widget that will be shown on your site.
Go edit reperks widget and customize it based on your preference.
Install Reperks Widget to Theme
Finally, to install reperks widget to your current theme, go to reperks overview and locate Install Widget to Theme box, then click Install Widget.
Migrate or set initial points for members
To migrate or set initial points for members, you can import existing members data via csv.
Need help installing?
If you need additional help to install, you can contact us.