Welcome to Loyalty, Referrals & Rewards app

Loyalty, Referrals & Rewards is a multifunctional app for your Shopify store. It helps you to increase the number of loyalty customers and sale opportunities by implementing the 3 most popular marketing programs: Loyalty program (buy products to get the reward), Referral program (refer friends to get the reward) and Affiliate program (sell products to get the reward).

With this 3-in-1 application, you can carry out any marketing strategy to promote your products and drive sales for your online store.

Within this document, we will describe the installation, creation and setting up the Loyalty, Referrals & Rewards app process.

We did our greatest to create this manual info to be presented in a very straightforward, simple manner. But if you have any questions that are beyond the scope of this documentation, please feel free to contact us via our email address: contact@etssoft.net

Install Loyalty, Referrals & Rewards app

Step 1: Navigate to Loyalty, Referrals & Rewards app in the Shopify App Store by clicking on this link: insert link here

Step 2: Click on “Add app” button >> Log in to your Shopify store and authorize the app in your Shopify admin.

Step 3: And you’re ready! Your newly installed app will appear in the Apps section of your Shopify Admin.


Loyalty, Referrals & Rewards provides a complete, versatile solution for your online store’s marketing programs. The Dashboard page gives you an overview of turnover & reward growth as well as the store’s business through the 3 marketing programs. From there you will have the orientation for the store’s business plans in the future and adjust them from time to time accordingly.

In addition, you can also track your sync time and sync your store data at any time from the Dashboard page. Just click on the “Sync now” button, and all the store data will be synced with the app.


You need to enable the Loyalty, Referrals & Rewards app to display it on the storefront. Here are the instructions to enable the app:

  • Go to “Online Store” in your Shopify Admin Panel > On your “Current theme” select “Customize”.
  • In the bottom left corner of the screen select “Theme settings” > click on “App embeds”.
  • Enable “Loyalty, Referrals & Rewards” and “Save”.

Marketing program

(1) Loyalty Program

This feature allows you to give customers reward points when purchasing products. You also can set up conditions, calculations as well as the number of reward points they will receive.

1.1 Condition

To apply this program to your Shopify store, first you need to configure the conditions for it.

  • Navigate to the “Loyalty Program” on the navigation bar.
  • On the “Conditions” tab, enable this program.
  • Enter the minimum spent amount and the minimum item of product a customer needs to achieve to join the loyalty program.
  • Select all products or specific product categories applied for this program.
  • Exclude products: select products that you don’t want to apply this program.
  • Include specific products: select the products you want to apply this program even though they are not in the selected collections above.
  • Click “Next” to move to the next step.


1.2 Reward settings

After configuring the conditions, you need to set up the Reward settings for the Loyalty program.

  • Enter the discount percentage of product price customers will receive when purchase loyalty products.
  • Set up the minimum item of product to get the reward.
  • Enter maximum reward amount per shopping cart
  • Enable/disable the remaining options depending on your use purpose.
  • Click “Next” to move to the final step.

1.3 Messages

To launch this program, you need to complete this final step. On the “Messages” tab, you can edit the content of the message sent to customers on the product page, shopping cart page, or “My account” page in different cases. You also can write and display an explanation message about the Loyalty program to inform customers, help them understand, and incentive them to join!

Our app provides available tags that you can use to make your message content. After editing, remember to click “Save” and you’ve done!

Here are some examples of messages displayed in the front office:

  • On the products page:

  • On the shopping cart page:


(2) Referral Program

Referral Program allows your customer to invite their friends to register for an account/purchase products to get rewards. From there, helps you to leverage your existing customers and turn them into sponsors who assist spread the word about your business & products to additional potential clients as an extra channel to promote your brand.

2.1 Conditions

  • Enable this program
  • Enter the minimum spent amount a customer needs to achieve to join the Referral Program.
  • Enter the maximum number of friends who can be sponsored by a customer.
  • Select include/exclude products you want/don’t want to apply in this program.
  • Click “Next” to move to the next step.

2.2 Refer Friends

Our app provides 5 options that you can allow customers to refer their friends:

  • Using URL banner
  • Sending an invitation via email
  • Using voucher code
  • Referral URL
  • Referral QR code.

You can edit the content of each program from your back office easily. All of the referral programs will be displayed in the front office. Sponsors only need to log in to their accounts, go to My account>>Referral program, and choose the most suitable referral way they want to refer their friends.

  • Referral URL” and “Referral QR code” will be created automatically and customized for each customer. Sponsors can easily copy and send Referral URL or Referral QR code to their friends.
  • Use sponsor banner: upload a banner from your back office then it will be displayed on the sponsors’ account with a link. Sponsors can copy that link and paste it on any page of their website to display the banner.
  • Use voucher code: From your back office, you need to edit the voucher code description, choose a discount type and enter discount value. A voucher code will be created and displayed on the sponsors’ accounts, they can easily copy and send it to their friends. When their friends use this code to make a purchase, they will get a discount for their order and sponsor will also get rewards from there.

  • Send invitation via email: As I mentioned above, you can edit the content of the referral email and use available tags provided by this app. Sponsors only need to enter their friend’s name and email and then click “Send invitation” button. A referral email will be sent to their friends, click on the button on the email and they can go to your website.

2.3 Reward Settings

This program allows sponsors to get rewards when referred customers create accounts or make purchases. Enable the options you want and fill in the value needed to configure how to calculate the reward to give to the sponsor (referrer).

Moreover, our app supports multi-level marketing (sponsors can also get rewards when referred customers from lower levels purchase products). To help you understand more about this program and the referral rewards calculation, let’s refer to the example of 3 levels sponsor below!

For example, Shally buys an order of $200. We set “Total reward for all levels” as 10% of the total order value.

  • Level 1 sponsor will receive 50% of the total reward.
  • Level 2 sponsor will receive 70% of the total remaining reward (total reward – the reward that sponsor Lv1 received).
  • Level 3 sponsor will receive 100% of total remaining reward (total reward – the reward that sponsor Lv1 & Lv2 received)

Remaining reward = total reward – reward that lower levels received

Total reward will be: 200$ x 10% = 20$

  • Anne (Level 1 sponsor) is the direct referrer of Shally. Anne will get 50% of total reward: 20$ x 50% = 10$.

Remaining reward = 20$ – 10$ = 10$

  • Matt (Level 2 sponsor) is the indirect referrer of Shally: Matt will get 70% of the remaining reward: 10$ x 70% = 7$

Remaining reward (after Anne and Matt received reward) = 20$ – 10$ – 7$ = 3$

  • John (Level 3 sponsor) is also an indirect referrer of Shally: John will get 100% of the remaining reward: 3$ x 100% = 3$

Remaining reward (after Anne, Matt and John received reward) = 20$ – 10$ – 7$ – 3$ = 0

We have just explained the calculation of 3 levels of reward settings. With higher levels, you can set up the reward for each level as you like, and the calculation is the same as above.

2.4 Friend Voucher

Loyalty, Referrals & Rewards app allows referred customers to receive rewards. Take your time to set up a voucher for them if you want!

  • Enable “Offer voucher to referred customers” option.
  • Select discount type
  • Customize voucher prefix if needed
  • Choose how to apply discount voucher
  • Enter discount value and a number of the day discount available.
  • Edit message title and welcome message content accordingly. You can use the available tags provided.
  • Click “Next” to move to the next step.

An example of using a friend voucher:

2.5 Messages

Here you can write an explanation message about the referral program and display it in the “Referral program” area in the front office for customers to understand. Also, you can edit the content of the message on the “My Account” page when the customer is not eligible to join the referral program due to total order spent doesn’t meet the minimum amount required.

Click “Save” to run this referral program on your website!

Example of explanation message on the front office:

Message on “My account” page when a customer is not eligible to join the referral program:

(3) Affiliate program

This feature helps you to create more sale opportunities and increase revenue by promoting your customers to sell affiliate products to earn commissions and become your affiliate sellers.

3.1 Condition

The first thing you need to do is set up conditions for the affiliate program. Go to the “Condition” tab to start!

  • Enable this program
  • Set up the minimum spent amount to join the affiliate program
  • Select all products or specific product categories applied for this program.
  • Select include/exclude products you want/don’t want to apply in this program.
  • Enable/disable “Apply for discounted product” option according to your needs
  • Click “Next” to move to the next step.

3.2 Reward Settings

Go to this tab to calculate the reward to give affiliate sellers when customers purchase their affiliate products.

  • Choose to calculate the reward by the percentage of product price or fixed amount for each product.
  • Enter a commission percentage or a fixed amount of commission the affiliate seller will receive.
  • Multiple affiliate reward by product number”: enable this option if you want to give more rewards to affiliate sellers if customers purchase multiple similar products.
  • Click “Next” to move to the next step.

3.3 Voucher Settings

This program brings benefits to both you and affiliate sellers, even for the customers who buy products from affiliate links by giving them a voucher code.

Our app support 2 voucher types: Fixed voucher code and dynamic voucher code. The steps to configure the voucher are similar to the two programs above!

3.4 Messages

You are enabled to edit the content of the introduction message to introduce customers to this program and encourage them to participate.

In addition, you can also edit messages instructing customers to share affiliate links and the message on the “My Account” page when the customer is not eligible to join the affiliate program due to the total order spent does not meet the minimum amount required.

Affiliate program displayed on the “My Account” page:

(4) General Settings

This app allows you to set reward status (pending, approved, or canceled) depending on the payment status of the customers.


(1) Reward history

This tab provides you with all the information on reward history created through marketing programs and their status (Pending, Approved, Canceled, Refunded, Deducted). You also can quickly approve, cancel, or delete reward here.

On the customer side, they can view and track their rewards status on the “My Account” page:

(2) Reward usage

You can configure to allow customers to choose how to use their rewards: convert reward balance into voucher or withdraw rewards to PayPal or Bank account.

2.1 Convert reward balance into voucher

This app allows customers to convert their rewards into vouchers and use them when checking out to get a direct discount on their orders. All you need to do is configure some settings below:

  • Enable this option
  • Fill in the necessary fields
  • Edit “Convert voucher” message if needed
  • Save

Customers can easily convert their rewards into vouchers by themselves from front office:

2.2 Withdraw reward balance

Reward withdrawal settings

In addition to convert rewards into vouchers, customers can completely withdraw their reward balance to their bank account, Paypal account, Amazon gift card, etc with a few simple settings.

You only need to enable this option and fill in the necessary fields.

Withdrawal methods

To allow customers to withdraw their rewards balance, you need to add withdrawal methods. Follow this instruction to start adding a new one:

  • Click “Add new method” button.

On the “Method settings” page:

  • Enter method name
  • Select fee type (our app support 3 types of fees)
  • Enter the percentage/fixed amount for each withdrawal request
  • Write a description for this method if needed
  • Enter estimated processing time
  • Enable this method and save

You can add several input fields (Bank account number, Paypal address, etc.) to collect necessary information from customers to process their withdrawal requests. Drag/Drop to sort payment method fields.

  • Click “Add field” button

  • On the “Add new field” popup, enter the title of the method field
  • Select method field type displayed on the front office (text or textarea)
  • Write a description for this method field if needed
  • Choose whether this field is required or non-required depending on your purpose
  • Enable this method field and save

Customers can see all your withdrawal methods and select the one they want to use:

All the information about the withdrawal method they choose will be displayed when they click on that method. Customers only need to enter the amount they want to withdraw and need information, then click “Withdraw funds

(3) Withdrawals

All of the withdrawal request information will be listed here for you easy to manage. You can view the details of the withdrawal request, approve, decline, or delete them.


(1) Users

This page contains all the detailed information about customers participating in the 3 marketing programs above.

You can easily observe and grasp customer reward information such as total rewards earned, total rewards used, reward balance, etc. Besides, you can also quickly view a customer’s information, their reward history, as well as their sponsored friends.

(2) Mail configuration

2.1 Mail settings

Loyalty, Referrals & Rewards” app supports linking with the most popular mail services today, select a mail host to send email.

Send email to admin:

  • Enter email address(es) to receive notifications
  • Turn on/off the “When customer submits a withdrawal” option if you want/don’t want to receive notification emails when customers send withdrawal requests
  • Edit email content if necessary

Send email to customer:

We offer a variety of options for when to email customers (when a reward is created/approved/canceled, etc.). Read and enable the options that suit your store’s needs. Edit email content for each option if needed.

2.2 Mail service

The supported email services:

  • Sendinblue
  • SendGrid
  • Mailjet
  • Amazon SES
  • Outlook SMTP
  • Gmail SMTP
  • Yahoo SMTP
  • Custom SMTP

You only need to enable the email service you want to use and fill in the required information.

To learn how to get the API key for the selected email service, please click on the instruction link below each input field.

Tick on the “I agree with the Terms and Conditions about sharing API configuration info” tick box and save.

3.      Translations

Navigate to the “Translations” page and you can completely set up alternative text for title, button, page title, page content, messages… to display on your storefront to match the current language of the store.

4.      Settings

You can set the display mode for the interface of application at storefront and other elements such as button text color, button background color, tab color, link color, etc.

5.      Live support

If you have any problem using the app, you can navigate to “Live support” to contact the web developer. We are happy to support you solve the problems related to this app whenever you need it.

6.      Document

Click on “Document” to open this app documentation when needed.

Uninstall app

To uninstall our app, please go to your Shopify Store admin – “Apps” section – click on “App and sales channel settings

Find “Loyalty, Referrals & Rewards” and click on the “Remove” button on the right.

How to delete all the “Loyalty, Referrals & Rewards” code

Installation of our Loyalty, Referrals & Rewards app automatically injects certain code snippets into your Shopify theme in order to make the installation process fully automatic and make our app work fast and smoothly.

Unfortunately, when you uninstall Loyalty, Referrals & Rewards, we lose programmatic access to your store, thus we cannot remove the code snippets that we injected automatically.

Although these code snippets that we add do not harm your store even after uninstallation process, you might want to remove them anyway, the following guide will walk you through this process.

Step 1: Go to “Online store” in your Shopify Admin Panel > On your “Current theme” select “Actions” -> “Edit Code”.

Step 2: In the “Layout” folder, open “theme.liquid” file to find and delete line “{% include ‘ets_loyalty_assets’ %}

Step 3: In the “Snippets” folder: delete file “ets_loyalty_assets.liquid

Step 4: In the “Assets” folder: delete all files and images containing the prefix “ets_loy