Configuring Automated Gift Cards/Store Credits

Configuring Automated Gift Cards or Store Credits

Set up automated Shopify gift card/Credit rewards to incentivize customer loyalty and repeat purchases.

System Overview

Manage all gift card rewards and configurations

LoyaltyTree can automatically issue Shopify gift cards when customers reach specific loyalty milestones. This powerful feature drives engagement and rewards your best customers.

Setting Up Gift Cards

Step 1: Navigate to Gift Card Settings

Go to Store → Gift Cards/Credits in LoyaltyTree admin.

Step 2: Choose your Reward Type: Cards or Credits

Decide on reward type

Step 3: Grant the shopify permissions

Click Shopify Permissions Tab and then Grant Permissions. A new tab will open to approve the permissions and then click Recheck. Now you can got back to Settings&Approval Tab to complete next step

Step 5: Configure Approvals and Claim Options

Manual vs. Automatic Approval

Choose whether gift cards require admin approval:

Automatic: Issued instantly when customer qualifies (recommended)
Manual Approval: Admin reviews each reward before issuance

Manual approval helps prevent abuse for high-value rewards.

Step 6: Configure Limits

Step 5: Configure Denominations

Set up different gift card values for tier reward

Customer Notification

Notification Channels

Customers are notified of gift card rewards via:

In-widget notification popup
Email with gift card code
Customer dashboard display

Redemption Process

How Customers Redeem

Customers can claim their gift cards:

View available gift cards in loyalty widget or dashboard
Click "Claim Gift Card"
Gift card code is generated via Shopify API
Code displayed and emailed to customer
Customer applies code at checkout

Tracking and Analytics

Gift Card Metrics

Monitor gift card performance:

Total gift cards issued
Redemption rate
Average time to redemption
Revenue impact from gift card recipients

Access reports at Customers → Gift Cards → Analytics.

Anti-Abuse Measures

Preventing Exploitation

Built-in safeguards include:

Per-customer limits
Seed earning rate limits
Manual approval for high-value rewards
Fraud detection algorithms
Admin ability to revoke gift cards

Best Practices

Start conservative: Begin with lower values and monitor redemption
Tier your rewards: Multiple gift card levels encourage continued engagement
Set reasonable limits: Typically 1-3 times per customer per tier
Use expiration strategically: 90 days balances urgency with fairness
Promote the program: Highlight gift card rewards in marketing
Track ROI: Ensure gift cards drive incremental revenue

Example Configurations

Conservative Approach

1000 seeds → $10 gift card (limit: 1 per customer)
5000 seeds → $50 gift card (limit: 1 per customer)
90-day expiration
Manual approval enabled

Aggressive Growth Strategy

500 seeds → $5 gift card (limit: 3 per customer)
2000 seeds → $25 gift card (limit: 2 per customer)
10000 seeds → $100 gift card (limit: 1 per customer)
Never expires
Automatic approval

Ensure your Shopify app has gift card creation permissions

LoyaltyTree uses Shopify's native gift card system, ensuring:

Full POS compatibility
Balance tracking in Shopify admin
Standard Shopify checkout redemption
Compatibility with other Shopify features

Troubleshooting

Gift cards not generated: Verify Shopify API permissions include gift card creation
Customers not receiving notifications: Check email settings and spam folders
Incorrect threshold triggers: Verify seed calculation settings
Redemption failures: Ensure gift card products are enabled in Shopify

Next Steps

Review tracking and reporting features to monitor your loyalty program performance.