This is the entire summary of the thread or the entire process for creating a loyalty program for your store using Flow. It is what I have done for my store; the values/steps/flows can be adjusted to your needs. I have attached all the necessary screenshots in this reply.
P.S. Paul has helped me significantly with this, and it was their suggestion to use segments as the trigger.
Quick Summary of the Program:
It is not a points-based program but a tier/rank-based program, and customers get a discount on each order based on their rank.
- Bronze Customer (Lifetime spending >= 100 USD) - 5% discount
- Silver Rank Customer (Lifetime spend >= 250 USD) - 10% discount
- Gold Rank Customer (Lifetime spend >= 500 USD) - 15% discount
Things you will need to create in Shopify:
- 3 customer segments
- 3 discounts for each segment
- 8 flows (most of them have emails to notify the customer)
You can have more segments if you want, but everything else will increase accordingly.
Customer Segments:
I have also attached the settings for the bronze segment. The rest of the segments can be created similarly.
Discounts:
Once the segments have been created, you can create discounts to assign to them, as shown in the screenshot for the bronze discount below. The rest of the discounts (silver & gold) can be created and assigned with the same settings.
Flows:
There are a total of 8 flows, and all but one are required for the program to work without any issues. I have categorized them based on their functions, which are to:
-
Inform/Invite a customer to the program (1 flow - optional)
-
Enroll/Register a customer into the program (1 flow)
-
Promote a customer (3 flows for each segment)
- Promoted to Gold Rank
- Promoted to Silver Rank
- Promoted to Bronze Rank
-
Demote a customer (3 flows for each segment)
- Demoted from Gold Rank to Silver/Bronze/Unranked
- Demoted from Silver Rank to Bronze/Unranked
- Demoted from Bronze to Unranked
I have attached the images to create all 4 main flows. Somehow, it won’t let me post the flows. The rest of the flows can be duplicated and created easily once these 4 have been created.
Inform/Invite a customer to the program:
The email in this flow tells the details of the program and makes the customer spend a little more to be a part of the program.
Enroll/Register a customer into the program:
This is the most complicated flow.
It checks if the customer is already a gold customer but was never informed about it because the other flows which are triggered upon the customer joining the segment would never help with this. At the same time, it makes sure that the customer is not sent the same email upon every order so that it is not annoying.
Important Step:
Promote a customer:
This is the easiest flow. All other flows for when the customer joins the silver or bronze segment can be made similarly.
Demote a customer:
The screenshot is for when a gold customer gets demoted due to a refund, and their spending goes below the threshold. The emails inform the customer about their new rank and the discount to use.
All other flows for when silver or bronze level customers are demoted can be created the same way. This one had the most emails, which is why I picked this one to demonstrate; the other 2 will have one less, respectively.
Tags (automatically created):
The flows add a tag to your customers “VIP Member”. You can use any other name but will have to change it wherever it is used.
Please do not delete this tag if you find it on any of the customer profiles, as it means that the customer is a part of the program and has received the email about the program.
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I believe this should be enough for the program to work, and there should not be any issues with the program. It is also suggested to mention all the discounts on a public page as the email with the discount is sent only when they get promoted/demoted or enrolled.
If anyone uses it and faces an issue, please reply to this and let everyone know.
