Recharge and BrandLift integration explained

Recharge stands out as a widely adopted payment and subscription solution that seamlessly integrates with your Loyalty program. Boost the appeal of your subscriptions by effortlessly incorporating discounts and rewarding your subscribers with points through this smooth connection.

Importing Loyalty discounts to Recharge

Activate the Recharge integration with BrandLift to generate discounts in both your Shopify Admin and Recharge, improving the subscription journey for your cherished customers.

1. Go to Integrations
2. Find Recharge in the Payments section and click Configure
3. Enter your private API key (Where to find my private API Key?)
4. Click Save
5. Optional: Activate the option to auto-apply advocate discounts to active subscriptions
6. Toggle the switch ON to enable the integration.

Supported discounts

After being imported to Recharge, each discount can be applied to a recurring order through the customer portal or within the Recharge merchant interface.

• Amount Discount
• Percentage Off
• Free Product
• Free Shipping.

Important considerations

• Every BrandLift reward transferred to Recharge will be valid for a single charge only.
• Any conditions set for your reward, including Minimum Cart Requirement, Apply To, Purchase Type, and Reward Expiration, will be enforced for both initial and subsequent orders once imported.
• Within Recharge, the minimum cart value (known as Minimum Cart Requirement in BrandLift) is calculated based on the subtotal before tax and shipping costs are added.
• If the Purchase Type is not set in your reward, discounts will be imported for one-time products. We recommend setting the purchase type to Both
• All discounts imported will be applied on API, Checkout, Customer portal, Merchant portal
• Discounts manually applied to recurring orders, through the merchant or customer portals, are not counted in the total number of uses
• The Maximum Shipping Amount set for the Free Shipping reward won't be synced

💡 Find out more: Read Recharge's complete guide on discounts here.

Auto-apply advocate discount to subscription orders

Activate this functionality to automatically implement the rewards your advocates earn when completing a referral. This results in higher redemption rates and streamlines the subscription renewal process by removing the need for manual discount code entry, ensuring a quick and effortless experience for customers.

1. Go to Integrations
2. Find Recharge in the Payments section and click Configure
3. Make sure you have already entered your private API key, then tick the checkbox option Auto-apply advocate discounts to active subscriptions
4. Click Save.
5. As your advocates begin to earn rewards for successful referrals, you should observe the discount being applied to their current subscriptions.

Important considerations

• This functionality is exclusively available for advocate rewards within the Referrals program.
• The Purchase Type for your advocate reward must be configured as Subscription or Both.
• The advocate reward is not stackable with other discounts. If a customer's subscription already has a discount in place, BrandLift will not add the reward or attempt to apply it after the order has been processed.
• Your private API key must be configured to allow Read and Write Access to Discounts & Orders.
• An advocate reward applies to the upcoming order and will be removed after it is processed. The reward status will be updated in Rivo to Used.

Adding points for a new Recharge subscription

Elevate your subscription model and transform every interaction into a rewarding experience for your esteemed customers.

1. Create a Custom Action

1. From your BrandLift Dashboard, go to Programs > Points
2. Click Add Another Way to Earn
3. Select Custom Action in the Ways to Earn prompt
4. Fill in all the fields on the page
1. Action Name - Enter the name for your custom Way to Earn points
2. Completed Action Name - Enter the Action Name in past tense
3. Description - Add a short description for your Way to Earn
4. Points amount - Enter how many points your members should earn after posting a product review
5. Limit how many times each customer can earn points for completing this action - Check this option to set an earning limit for the action
5. Click Save and continue with the workflow setup.

2. Create a workflow in Shopify Flow

1. From your Shopify Admin, go to Shopify Flow
2. Click the Create workflow button on the upper right side of the page
3. Click the Create workflow button on the upper right side of the page
4. Click Then + to create a new step and click Condition. Make sure that the condition is set to If all conditions are met and click Add criteria
5. Under Shopify API, click Order > customer and select productSubscriberStatus
6. Make sure the Product subscriber status is set to Equal to ACTIVE
7. Click Then + on the condition box to create a new step and click Action
8. Under Installed App Actions, click BrandLift: Loyalty & Referrals and select Add Points for a Custom Action
9. For Customer Identifier, enter {{order.customer.email}}
10. For Custom Action Name, enter the exact name of the Custom Action set in BrandLift
11. Optional: Enter a new points amount in the Points Amount Override field if you want to override the points amount set in the app
12. Optional: Tick the Skip Email box if you want to skip the BrandLift email Points Earned
13. Change the name of the workflow if preferred and once satisfied, click Turn on workflow to activate it.

Where to find my Private API Key?

1. From your Recharge Admin Portal, go to Apps > API Tokens
2. Click Create an API Token or Create an Admin API Token
3. Fill out the token Details: Internal name and your preferred contact email
4. Under Permissions, make sure to select:
1. Read and Write Access for Discounts
2. Read and Write Access for Customers
5. Tick the option I have read and agree with Recharge's API Terms of Service
6. Click Save to generate the API key (sk_111111111...)

Common questions

Is BrandLift able to import historical discounts generated before implementing the Recharge integration?

No. Upon initial activation of the integration, BrandLift will begin automatically importing the dynamically generated discounts from the Loyalty program into Recharge.

Why was the advocate discount not applied to my customer's subscription?

Here are some reasons for not adding the advocate discount to a subscription:

• A discount was already added to the subscription
• The advocate incentive was not set to apply to either 'Both' or 'Subscription' purchase type.