The Customer Experience

A loyalty program only works if customers notice it, understand it, and use it. LoyaltyX puts the program in front of customers at every step of shopping: on the shop, on each product, in the cart and checkout, in their account, and in a floating widget that follows them across the store.

This page walks the whole journey a customer sees, so you know exactly what each setting produces on the storefront. Every surface here is driven by a setting you control, and each section links to the tab that controls it.

Points on the shop page

The first place a customer meets the program is the shop. LoyaltyX adds a short “Earn points” message to every product card, so a shopper sees the reward while browsing, before they open a single product.

The message reads from the product’s price and your earning rate, so it updates on its own. You turn it on and set its wording and position under Display Messages, in the Shop section.

Points on the product page

On a single product page, the same message appears near the price. This is the moment a customer is deciding to buy, so showing the reward here nudges the purchase.

The Product section of Display Messages controls this message. You can move it above or below the add-to-cart button with the Display Position setting.

Points in the cart and at checkout

In the cart and at checkout, LoyaltyX shows two things: how many points the order will earn, and, for a customer who already has a balance, a prompt to redeem points for a discount. The redemption field lets the customer choose how many points to spend, and the discount applies to the order total straight away.

The earn and redeem messages are the Cart and Checkout sections of Display Messages. The redemption rate and limits behind the field are set under Points Redeeming Settings.

The rewards dashboard in My Account

Signed-in customers get a Points and Rewards area inside My Account. This is the home of the program for a customer: their balance, their history, and everything they can do with points.

The summary cards at the top show Total Earned Points, Available Points, Redeemed Points, Expired Points, Converted Coupons and Total Referrals, so a customer sees their whole standing at a glance. Below the cards, a set of tabs breaks the detail down:

• Logs is the full history of every point event on the account.
• Expiring Points lists balances with an expiry date, when points expiration is on.
• My Level shows the customer’s loyalty tier and progress to the next one, in Pro.
• Earn lists every way the customer can collect points.
• Redeem lists the rewards they can claim now with their balance.
• Rewards shows coupons they have already generated.

Style this whole area to match your theme under Layout Settings. You can also place the dashboard on any page instead of My Account with the dashboard shortcode.

The floating rewards widget

A floating My Rewards button sits in the corner of every page. It keeps the program one click away without taking over the layout. A customer opens it to check their balance, see ways to earn, and redeem a reward, all without leaving the page they are on. A guest who has not joined sees a prompt to sign up instead.

Set the launcher position, the panel wording and your brand colors under Rewards Widget.

How a customer redeems points

Redemption is the payoff, so it is worth understanding end to end. A customer has two ways to spend points:

1. From the cart or checkout. With enough points, the redemption field appears with the order. The customer enters how many points to spend, LoyaltyX creates a discount coupon for the matching amount, and the total drops. Partial redemption is supported, so a customer can spend part of a balance and keep the rest.
2. From the rewards dashboard. On the Redeem tab, the customer picks a reward, LoyaltyX generates the coupon, and it is ready to apply at checkout. The reward then shows on the Rewards tab.

Either way, the coupon is created automatically. The customer never types a code by hand, and the event is recorded in their Logs so both you and they can trace it.

Renaming points to fit your brand

Everything above calls the currency “points” by default. You can rename it to Stars, Credits, Coins or any label under Display Messages, and the new word shows everywhere a customer sees it: the messages, the dashboard and the widget.

Summary

From the shop to the checkout to My Account, LoyaltyX keeps the loyalty program visible and easy to use at every step. Each surface is optional and fully controlled by a setting, so you can show as much or as little as fits your store. Set earning and redemption first, then use Display Messages and the Rewards Widget to decide where the program appears.

Where to go next

• How to set up points earning to control what customers earn.
• How to set up points redemption to control how they spend it.