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Getting Started #
What is goLoyalty?
goLoyalty is a rewards and store credit program that lets customers earn rewards based on their purchases. These rewards can be promoted through pop-out messages, text snippets, and automated emails to help increase repeat purchases and customer retention.
How do I access the goLoyalty app?
After logging in to epicApps, go to: Apps → Website Marketing → goLoyalty → Rewards
This opens the App Overview page, where you can review information about goLoyalty or start configuring your rewards.
Where can I get help inside the app?
Each page includes a Get Help button. The App Overview also includes a Get Support section that links you to assistance whenever needed.
Reward Setup #
What’s the difference between Basic and Advanced rewards setup
Basic uses one fixed reward rate for all purchases (for example, 1¢ per $1 spent).
Advanced lets you create multiple tiers, exclude products or customer groups, and set limits per tier.
Can I switch between Basic and Advanced setup?
Yes. Each setup mode saves its settings separately. You can switch between them at any time without losing your previous configuration.
Where do I set exclusions for products or customer groups?
Exclusions are available in Advanced setup and apply across all tiers.
See the detailed guide: Exclude products or groups.
What are reward tiers?
Reward tiers let you offer different reward percentages based on how much a customer spends (for example, higher rewards for larger orders).
See the detailed guide: Advanced Setup
Can reward tiers overlap?
No. Reward tiers must have distinct ranges. Overlapping tiers may cause incorrect reward calculations or system errors.
What is a reward limit?
A limit sets the maximum store credit a customer can earn within a tier, even if they spend more than the tier range.
Example:
10% back with a $20 limit.
Customer spends $300 → they receive $20, not $30.Can I edit or delete a reward tier?
Yes. You can update or remove tiers anytime.
Deleted tiers cannot be recovered.
Storefront Display #
What is the rewards pop-out message?
A floating message on your storefront that promotes your rewards program.
Where can the pop-out message appear?
- Homepage
- Product Pages
- Checkout Page
You can also choose whether it appears on the bottom-left or bottom-right of the screen.
Can I customize the pop-out message design?
Yes. You can update colors, layout options, and add custom CSS if needed.
Can I customize messages for logged-in and logged-out customers?
Yes. goLoyalty allows separate messages for:
- Customers who are not logged in
- Customers who are logged in
Each version can have different text, sections, and formatting.
What are merge tags and how do they work?
Merge tags automatically insert customer or store details into messages (for example, customer name or reward percentage).
Merge tags must not be edited or renamed, or they may not display correctly.
What is a text snippet?
A small message shown on product or checkout pages to inform customers about earning rewards.
Where can text snippets be displayed?
- Product pages
- Checkout page
You can choose one or both locations.
Can I control where the snippet appears on the product page?
Yes. Advanced users can specify a CSS class and choose whether the snippet appears above or below that element.
Can I customize messages for logged-in vs logged-out customers?
Yes. Similar to pop-out messages, text snippets can be customized separately for logged-in and logged-out customers.
Why can’t I see the pop-out on my store?
If the pop-out isn’t appearing, it’s usually related to display settings, page placement, or browser caching.
Follow the step-by-step guide here: [Fix pop-out display issues]
Why is the balance not showing for my customer?
Balances only appear when certain conditions are met, like login status, eligibility, and when rewards are set to be given.
Walk through the checks here: [Fix missing reward balance]
Emails & Notifications #
What types of rewards emails does goLoyalty send?
goLoyalty supports:
- Store Credit Order Confirmation emails
- Store Credit Monthly Reminder emails
Emails are only sent to customers who have store credit available.
Can I customize the rewards emails?
Yes. You can:
- Change the email header color
- Edit the subject line and email body
- Use merge tags for personalization
How often are rewards emails sent?
- Order confirmation emails can be sent 24 hours after each order or disabled
- Monthly reminder emails can be sent once a month or disabled
How can I test rewards emails?
Each email section includes a Send Test Email option so you can preview the email before sending it to customers.
How do I manage unsubscribed customers?
Go to: Emails → Customers Who Have Opted Out
You can view the list and remove customers who have requested to opt back in.
⚠️ Only remove customers who have explicitly requested to re-subscribe.
Can I track if customers opened rewards emails?
Yes. The Analytics page shows:
- Date sent
- Email type
- Customer name and email
- Whether the email was opened
A blue eye icon means the email was opened; a gray eye icon means it was not.
Why didn’t my customer receive an email?
Email delivery can depend on several factors such as:
- whether rewards were available
- timing of the send schedule
- or if the customer has unsubscribed
Here’s how to troubleshoot it: [Fix email delivery issues]
Rewards & Orders #
When are rewards credited to customers?
You can choose which order statuses trigger rewards, such as Shipped, Completed, or others depending on your store’s workflow.
Can I select more than one reward trigger?
Yes. Multiple order statuses can be enabled at the same time.
How do I turn rewards on or off?
Go to Rewards → Settings and use the main toggle:
- ON activates rewards
- OFF pauses rewards without deleting your setup
⚠️ Rewards will only go live once this toggle is enabled and settings are saved.
Do rewards expire?
No. Store credit earned through goLoyalty does not expire.
Can customers use rewards with discount codes?
Yes. Store credit can typically be applied alongside discount codes.
If your store has additional checkout restrictions, those rules may affect how rewards and discounts combine.
Can rewards be refunded or reversed?
Yes — this is handled in BigCommerce.
If store credit has already been given and an order is later canceled or refunded, you can manually adjust the customer’s balance from the BigCommerce control panel.
For step-by-step instructions, see BigCommerce documentation:
What happens if I change my reward rate later?
Updating your reward settings only affects future purchases.
Any store credit that customers have already earned will remain exactly as it is. New rates apply the next time an order qualifies for rewards after you save your changes.
Can customers transfer rewards to another account?
No. Store credit is tied to the customer account that earned it and cannot be transferred or shared with another user.
Account & Administration #
What happens if I disable goLoyalty?
Disabling goLoyalty pauses your rewards program.
Shoppers will stop earning new store credit, and rewards messages will no longer appear on your storefront. Your configuration and existing customer balances remain saved.
You can enable the program again anytime and continue where you left off.
Will uninstalling the app remove reward data?
No. Uninstalling goLoyalty removes it from your storefront, but your configuration and customer reward history remain saved.
If you reinstall the app later, you can continue from where you left off
If you still have questions or need help setting up goLoyalty, our support team is always here to help.
