Add a Loyalty Dashboard to your Customer Account Page

Introduction

Elevate your customer's account experience by incorporating a Rewards Center, crafted using cutting-edge Shopify theme extension techniques. This intuitive interface offers a smooth, user-centric platform for customers to monitor their loyalty program engagement and achievements directly from their account dashboard. The setup process is effortless and requires no coding expertise, enabling you to swiftly implement a tailored and captivating loyalty experience. Let's begin!

How to add the dashboard

To add the dashboard to your account page:

  1. From your Shopify Admin go to Online Store > Themes
  2. On your theme, click Customize
  3. In the top-center dropdown, go to Classic customer accounts > Customer account
  4. Log in on the centre page view to see so you can preview the dashboard
  5. In the left-side menu, underneath Template > Account, click Add section > Apps
  6. Select the BrandLift Account Dashboard app section

Available dashboard blocks

There are 5 separate blocks that can be added to the account dashboard:

  • Loyalty Member Card
  • Referral Block
  • Activity Block
  • Rewards Block
  • VIP Tier Block

Each of these blocks can be enabled by clicking into the BrandLift Account Dashboard section and checking the appropriate box. E.g. to enable the Referral Block, check the ​Referral Block Enabled checkbox.

Loyalty Member Card

Presents a personalized welcome message featuring the customer's name, along with their accumulated points and VIP status, if applicable. To enable this block, inside the BrandLift Account Dashboard section, check the Member Card Enabled checkbox. Available customizations for this block are:

  • Background Color
  • Font Color
  • Background Image
  • Logo Image

Referral Block

Showcases the customer's individual referral code and provides convenient links for inviting friends via email and accessing their own referral performance metrics. To enable this block, inside the BrandLift Account Dashboard section, check the Referral Block Enabled checkbox. Available customizations for this block are:

  • Background Color
  • Font Color

Activity Block

Displays a table of the customer's recent program activity. To enable this block, inside the BrandLift Account Dashboard section, check the Activity Block Enabled checkbox. Available customizations for this block are:

  • Background Color
  • Font Color
  • Table Heading Background Color
  • Table Heading Font Color

Rewards Block

Highlights information about the customer's current reward offerings, potentially including available unused rewards and a progress tracker. To enable this block, inside the BrandLift Account Dashboard section, check the Activity Block Enabled checkbox. There are optional additions to this display:

  • Rewards Progress Enabled - a progress bar that displays progress toward the next reward.
  • Unused Rewards Enabled - display a user's unused rewards so they can apply them directly on the account page.
  • Rewards Arrow Icon Enabled - displays an arrow on the unused rewards cards.

The available customizations for this block are:

  • Progress Bar Color

VIP Tier Block

Exhibits details about the customer's present tier status, complete with a visual progress indicator showing their advancement towards the next tier level. To enable this block, inside the BrandLift Account Dashboard section, check the VIP Tier Block Enabled checkbox.

Account Dashboard Settings

To modify the text displayed on the account dashboard components and adjust configuration options such as button CSS class identifiers:

  1. From your BrandLift dashboard, go to Programs > Loyalty > Onsite
  2. Select Account Dashboard
  3. Modify the text fields with your desired content. Ensure that dynamic placeholders (e.g., <span brandlift-x-data brandlift-x-text="$store.customer?.first_name"></span>) remain unchanged, as they automatically populate essential personalized data for your customers on the front-end.
  4. To find info on how to update the button class names, you can consult this guide.

Common Questions

What if I don't see the option to add sections to my account page?

Please reach out to us and we will take a look and help you get set up!

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