Loyalty Program Guide > #2 Required Tech & Skills
Required Tech and Skills for Native Shopify Loyalty Program
Shopify Flow
Shopify Flow is available for free on your Shopify store. This is a key component for the loyalty program to be run on the backend. By using Shopify Flow, we are going to automate necessary workflows such as:
- Adding loyalty points to customer profile
- Sending loyalty related customer data and events to Klaviyo
- Adding and removing loyalty program related customer tags
- Maintaining customer's annual spending for Loyalty Program tiers.
Shopify Segment
Shopify Segment is available for free on your Shopify store. It dynamically manages key groups of loyalty customers such as:
- Loyalty Program Tier 1 Customer Group
- Loyalty Program Tier 2 Customer Group
- Loyalty Program Tier 3 Customer Group
- Loyalty Program Tier 1 Welcome Offer Available Customer Group
Shopify Metafields
Shopify Metafields are available for all Shopify merchants. It manages loyalty related customer data such as:
- Loyalty points
- Annual spending
- Loyalty related activity log
Shopify 2.0 Theme
The guide uses Shopify 2.0 theme to demonstrate how to customise a Shopify website for loyalty program. It uses the following languages:
However, it doesn't require professional knowledge in these front-end languages. The guide provides a set of template codes that you can use on your Shopify store. If you wish to customise further, you may want to reach out to a Shopify Expert.
I have built a development store called DemoPeak Snowboards for demonstration purpose (password: loyalty). It uses Dawn Theme version 15.2.0, however, you can, of course, use any Shopify 2.0 theme.
Shopify Bulk Import & Export
Shopify's native bulk import and export feature is used to:
- Export past 6-12 months sales data and import loyalty points data for existing customers prior to loyalty program launch.
- Conduct in-depth analyses on loyalty program.
If you have Matrixify Shopify app on your store, you may use the app instead to conduct the tasks above more efficiently with no human error.
Shopify Discount Codes
Shopify discount codes are available on all Shopify plan. It is used to:
- Create discount codes which customers can use by redeeming points. You can deploy discount code types such as amount off, % off and free gift.
Klaviyo
Given majority of Shopify merchants use Klaviyo for email marketing, the guide uses Klaviyo to demonstrate email marketing for loyalty program.
Any other email marketing platform can be used alternatively as long as it allows you to use customer metafields on your email content, email segments and email flows.