How to set up a Shopify loyalty program in 10 minutes
A practical setup guide for launching a Shopify loyalty program quickly with automated points, refunds, and gift cards via the SamePoints app.
2026-05-15 · Lance
Short answer: You can launch a working Shopify loyalty program in about ten minutes by installing the SamePoints app from Shopify Admin (OAuth handles credentials), confirming order and refund webhooks, setting points-per-dollar and a gift card threshold, and publishing a rewards page with the theme launcher. No custom app or manual webhook paste is required for Shopify when using the Partner app install flow.
Most merchants delay loyalty because setup sounds technical. With the right app, you are automating accrual, reversal, and redemption — not building a spreadsheet workflow.
Before you start (2-minute check)
Confirm you are ready for points — not just email flows:
- You can measure repeat purchase rate or will within 6–8 weeks.
- You can explain earn and redeem in one sentence to staff and customers.
- You know where customers will see balance (rewards page + launcher).
If you also sell in-store on Square, plan omnichannel setup in the same week — not months later.
Step 1: Install SamePoints from Shopify Admin
- In Shopify Admin, go to Apps and install SamePoints (or open it if already installed).
- Approve scopes when prompted:
read_orders,read_customers,write_customers,write_gift_cards(Shopify access scopes). - Sign in or create your SamePoints account when redirected.
Partner app install registers webhooks for paid orders and refunds automatically — they do not appear under Settings → Notifications.
Details: docs: Shopify setup.
Step 2: Configure loyalty rules
In SamePoints Settings:
| Setting | Starter example | Why |
|---|---|---|
| Points per $1 AUD | 5 | Simple mental math |
| Redeem threshold | 3,000 points | Reachable in ~7–8 orders at $80 AOV |
| Gift card value | $10 | Clear milestone reward |
Award on paid orders only. SamePoints listens for payment confirmation, not checkout creation.
Redemption: points convert to Shopify gift cards at threshold — not one-off discount codes for your core loop.
Step 3: Verify webhooks in Logs
Run one test order on your dev or live store:
- Place order → pay → confirm earning event processed in Logs.
- Issue partial refund → confirm proportional reversal (refund guide).
If events show failed or skipped, fix before marketing the program — webhooks and reconciliation.
Step 4: Publish storefront experience
- Themes → enable SamePoints app embed (Rewards launcher).
- Create a page (e.g. My Rewards) and add wallet block if desired.
- Point launcher “Full rewards page URL” to that page.
- Add Rewards to main navigation.
Low visibility is the top reason for low redemption after launch.
Optional: Add Square the same day
If in-store revenue matters:
- SamePoints → Settings → Connect Square (one-click OAuth; no Square Developer Dashboard for merchants).
- Square setup for the full checklist.
- One test Square payment with customer phone or email on file; confirm Logs and customer match.
Common mistakes to avoid
- Expecting loyalty under Settings → Notifications (Partner apps register via API).
- Changing earn rate weekly before customers reach first reward.
- Mismatched metafield namespace between app and theme (check Settings).
- Launching points without a public rewards URL.
After launch: what to watch (first 30 days)
Weekly: webhook errors, gift cards issued vs threshold math.
Monthly: loyalty KPIs — repeat rate cohort, redemption %, liability snapshot.
FAQ
Does Shopify have a built-in loyalty program?
No. You need a loyalty app or custom integration. SamePoints connects via Shopify App Store install and OAuth.
How long does Shopify loyalty setup take?
About 10–15 minutes for Shopify-only if webhooks and theme embed are enabled immediately. Add 30–60 minutes if Square is connected the same day.
What webhooks does SamePoints use on Shopify?
Typically order paid and refund create events, registered automatically on app connect — verify in Logs with a test order.
Can I migrate existing points?
Contact support or use import tools if available; document opening balances and communicate one-time to customers.
What is SamePoints?
SamePoints is loyalty for Shopify and Square merchants: automated points on paid orders, refund reversals, gift card redemption, and a storefront rewards experience.
Ready to unify Shopify + Square loyalty?
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