Getting Started #
Introduction & How to Access the App #
This video introduces goLoyalty and shows how to access the app from your Epic dashboard. Learn where key areas live and what to expect as you begin setting up your rewards program.
Set Up Your Rewards #
Set Up Basic Rewards for Customers #
Learn how to set up a single fixed reward rate in the goLoyalty app. This tutorial walks you through choosing your reward amount and enabling a simple loyalty program that gives customers credit for every purchase.
Create Custom Reward Tiers and Reward Caps #
Discover how to create multiple reward tiers with different earning percentages and add reward caps for each level. This video shows how to build flexible loyalty programs that motivate customers to spend more.
Exclude Products or Customer Groups in Advanced Setup #
In this video, you’ll learn how to exclude specific products or customer groups from earning rewards using goLoyalty’s Advanced Setup. Perfect for managing promo items or wholesale customers efficiently.
Design Your Rewards Experience #
Configure Rewards Pop-Out Message Settings #
This video covers how to create engaging pop-out messages for visitors who aren’t logged in yet. Learn to use merge tags, add your store logo, and encourage sign-ups for rewards.
Design Pop-Out Messages for Non-Logged-In Customers #
This video covers how to create engaging pop-out messages for visitors who aren’t logged in yet. Learn to use merge tags, add your store logo, and encourage sign-ups for rewards.
Design Pop-Out Messages for Logged-In Customers #
Show personalized messages to logged-in customers with goLoyalty’s pop-out editor. We’ll walk through message toggles, merge tags, and best practices for clear communication.
Set Up Text Snippet Messages on Product and Checkout Pages #
Learn how to place small rewards snippets on your product or checkout pages using goLoyalty. Perfect for reminding shoppers how much credit they’ll earn before they buy!
Email & Notifications #
Customize Store Credit Emails (Monthly and Order Confirmation) #
Customize your store credit reminder and order confirmation emails. This tutorial explains how to personalize subject lines, adjust header colors, and schedule when messages are sent.
Manage Rewards Email Opt-Out List #
See how to manage customers who’ve opted out of rewards emails. Learn when to remove them safely and how to stay compliant with email preferences.
Track Sent Rewards Emails #
Use goLoyalty’s Analytics page to monitor your rewards email activity. Track which customers received, opened, or engaged with your rewards messages.
Go Live When You’re Ready #
Launch and Enable Your Rewards Program #
Learn how to choose when rewards are credited — from order completion to shipment — and how to enable or pause your rewards program anytime with one click.
