Transform your online store into a customer retention powerhouse with SiteVibes' comprehensive Loyalty & Referral program. This guide will walk you through setting up and launching your own customized rewards program.

Initial Setup

1. Enable Your Loyalty & Referral Programs

1. Log into your SiteVibes dashboard

2. Navigate to Loyalty -> Programs -> Settings

3. You'll find three key sections:

   • Loyalty settings

   • Referral program settings

   • General settings for customizing your program name

4. Enable the Loyalty Program and optionally the Referral Program
   

2. Configure Member Tiers

1. Navigate to Loyalty -> Programs -> -> Members Tiers

2. Click "Add New Member Tier"

3. 

4. Create a new member tier

   1. These are the fields you will need to fill out:
      

• Tier Name

  • Enter a meaningful name for your tier (e.g., "Gold Tier", "VIP", "Elite")

  • This name will be visible to customers

  • Keep it simple and aspirational

• Paid Tier Toggle

  • Enable this if customers need to pay to join this tier

  • Useful for premium/VIP membership programs

  • When disabled, customers achieve tiers through points/spending

• Tier Threshold

  • Set the number of points required to reach this tier

  • Example: 10,000 points for Gold Tier

  • Customers automatically move to this tier upon reaching the threshold

• Tier Status

  • Toggle to enable/disable the entire tier

  • When disabled, the tier is inactive and customers cannot enter it

  • Useful for seasonal or temporary tiers

3. Set Up Point Earning Rules

Configure how customers can earn points within your program. Each member tier can have unique earning rules and point values.

Common point-earning activities include:

• Making purchases (e.g., 10 points per $1 spent)

• Creating an account

• Writing product reviews

• Following social media channels

• Birthday bonuses

• Referrals

To configure the earning rules, follow these steps:

1. Navigate to Loyalty -> Programs -> Member Tier -> Ways To Earn
   1. In this section, you will see some out-of-box options you can configure
      • Tier Achievement
      • Place an Order

      • Celebrate a birthday: Birthday bonus points

      • Leave a Review: Points for product reviews

      • Product Q&A: Points for answering questions

      • Share a photo: Points for product photos

      • Social Media Integration

        • Instagram Tagging

        • Instagram Following

        • Twitter Following

        • TikTok Following

        • Each can have different point values

        • Requires social media account verification

2. Let's configure the "Place an Order" ways to earn:

   1. Configure points earned from purchases with:

• Display Name: How it appears to customers

• Cashback percentage: Points earned per purchase (e.g., 1%)

• Channel-based rates: Different rates for different sales channels

• Custom Description: Additional information for customers

• Icon Type: Visual representation in customer interface

Note: Remember to configure point-earning rules for each membership tier you've created, as you can offer enhanced earning rates for higher tiers.

4. Create Rewards

Set up compelling rewards that customers can redeem their points for:

1. Navigate to Loyalty -> Rewards

2. Click "Add New Reward"

3. Configure your reward

   • Reward Type Options

     • Amount discount: Fixed dollar amount off

     • Percentage off: Percentage discount

     • Free product: Specific item at no cost

     • Free product categories: Free item from selected categories

     • Free shipping: Shipping cost waived

     • Points exchange: Convert points to store credit

   • Points Cost

     • Number of points required for the reward

     • Should align with your point earning rates

     • Example: 100 points for a reward

   • Discount Settings

     • Dollar amount for fixed discounts

     • Percentage for relative discounts

     • Can be tied to minimum purchase requirements

   • Minimum Requirements

     • None: No additional requirements

     • Minimum purchase value: Customer must spend specific amount

     • Prevents abuse of reward system

   • Reward Availability

     • Tier restrictions: Limit to specific tiers

     • Enable for all tiers or select tiers only

     • Controls reward exclusivity

   • Reward Expiration

     • Set time limits on reward usage

     • Encourages timely redemption

     • Helps manage reward liability

4. 

   
   

For Points Exchange rewards:

1. Set the points-to-currency conversion rate

2. Configure minimum and maximum redemption amounts

3. Set any usage restrictions or expiration dates

Implementation

5. Add the Loyalty Dashboard

Integrate the loyalty dashboard into your customer account area:

1. Go to Loyalty -> On-site Modules -> Rewards My Account

2. Enable the Rewards page

3. Copy the following code and add it to your customer account page:

<!-- START SiteVibes Loyalty Rewards Page Tag -->
<div id="sitevibes-loyalty-account"></div>
<!-- END SiteVibes Loyalty Rewards Page Tag -->

6. Create a Loyalty Landing Page

Set up a dedicated page to showcase your loyalty program:

1. Navigate to Loyalty -> On-site Modules -> Ways to Earn Module

2. Enable and configure the module

3. Copy the provided code:

<!-- START SiteVibes Loyalty Ways To Earn Module Tag -->
<div id="sitevibes-ways-earn"></div>
<!-- END SiteVibes Loyalty Ways To Earn Module Tag -->

4. Create a new page in your store's content management system

5. Add the Ways To Earn Module code to your new page

6. Publish the page and add it to your navigation menu

Launch Preparation

7. Final Review and Launch

Before going live:

1. Test the point-earning functionality

2. Verify reward redemption process

3. Check all customer-facing displays

4. Review tier progression rules

5. Ensure all marketing materials are ready

6. Train customer service staff on program details

Best Practices

Point Values

• Make point values easy to understand

• Keep consistent ratios (e.g., 1 point = $0.01)

• Consider competition and market standards

Tier Structure

• Create achievable progression

• Space tiers appropriately

• Offer meaningful benefits at each level

Program Management

• Regular review of metrics

• Adjust thresholds based on customer behavior

• Monitor for abuse or gaming of system

• Keep rewards fresh and relevant

Reward Strategy

• Start with simple, achievable rewards

• Create a clear value proposition

• Ensure point requirements align with earning opportunities

• Test reward structures before full launch

• Monitor redemption rates and adjust as needed

• Consider seasonal and special event rewards

• Keep expiration periods reasonable (30-90 days recommended)

Technical Support

For additional assistance or troubleshooting:

• Contact SiteVibes support

• Review the technical documentation