Loyalty & Rewards
Points, tiers, referrals, and frictionless redemption - connected to every other Roadmap module and unified across online and in-store. One loyalty system that actually feels like part of your brand.
Redeem Products
Reward customers with the ability to redeem products with points they have earned.
Tier Rewards
Reward customers as they process up tiers with points, discounts, or gifts.
Earn points on purchases
Customers earn points every time they place an order. Set custom earn rates — fixed points per order or scaled to order value.
Redeem Points
Set up redeem rules and thresholds for customer to redeem from page, cart, and checkout - without copy and pasting codes.
Earn points on account signup
Reward customers for creating a store account. A simple incentive that immediately gets them into your loyalty ecosystem.
Birthday points
Celebrate customers with automatic birthday point awards. Set a yearly limit to keep it sustainable while making customers feel recognised.
VIP Tiers
Configure tiers based on $/£ spent, points earnt, or products purchased.
Earn points for leaving a review
Connect loyalty to social proof. Customers earn points when they submit a product review through Roadmap Reviews - no separate app needed.
Earn points by customer tag
Award points based on Shopify customer tags. Use this to reward specific segments - wholesale customers, VIPs, brand ambassadors, or anyone with a tag you define.
Flexible earn rates
Set custom point values for each earning action. One point per dollar spent, five points for a review, fifty for a birthday - you control the economy.
Exclude discounted or sale items from earning
Prevent points from being awarded on discounted products or sale items. Protect your margins while keeping the loyalty program running on full-price purchases.
Redeem points for amount discounts
Customers exchange points for a fixed dollar amount off their next order. Create multiple tiers — e.g. 100 points = $10 off, 200 points = $25 off.
Redeem points for free products
Let customers redeem points for specific products instead of discounts. Ideal for sampling new products or rewarding loyal customers with exclusive items.
Redeem points for free shipping
Offer free shipping as a loyalty reward. Removes one of the biggest purchase friction points while giving customers a clear reason to accumulate points.
Multiple redemption options
Create as many redemption tiers as you need. Offer a mix of discount amounts, percentages, products, and free shipping — all visible to the customer in one place.
Frictionless redemption at cart & checkout
Customers apply their loyalty reward directly at checkout — no code pasting, no separate step. Points convert to a discount that's applied automatically.
Redeem loyalty points on subscriptions
Customers can apply loyalty points to upcoming subscription orders — directly from the storefront. Admins can apply points to any upcoming cycle from the dashboard.
Customisable VIP tiers
Create multiple membership levels — Bronze, Silver, Gold, or any naming convention that fits your brand. Full control over tier names, order, and progression thresholds.
Qualify by amount spent
Set a spend threshold in your store currency. Customers qualify when their total spend hits the target — ideal for brands that want tier progression tied directly to revenue.
Mixed milestone rules per tier
Different tiers can use different qualification rules. Bronze could be points-based, Silver spend-based, and Gold triggered by a specific product purchase — all within the same program.
Tier-reached rewards
Automatically deliver a reward the moment a customer reaches a new tier. Offer a percentage discount, a free product, or a fixed amount off — triggered immediately.
Time-completed rewards
Reward customers for maintaining a tier over time. For example, give a bonus reward after 12 months in Gold tier. Incentivises ongoing loyalty, not just initial qualification.
Product-specific tier rewards
Configure tier rewards that apply to specific products or variants. Offer VIP-only pricing on select items, or give 100% off a single cart product as a tier benefit.
Reward limits and expiry
Set maximum uses and expiry dates on tier rewards. Control how broadly benefits are used while keeping the program sustainable.
Auto-tagging by tier
Each tier automatically applies a Shopify customer tag when a customer qualifies. Use these tags in Klaviyo segments, Shopify Flow automations, or any tag-aware tool in your stack.
Custom membership periods
Memberships run on a rolling custom-month cycle. Tiers are recalculated at the end of each period based on the customer's activity — maintaining the right incentive to keep spending.
Tier recalculation
At the end of each membership period, tiers are automatically reassessed. Customers who maintained their activity keep their tier. Those who didn't are moved down — fairly and transparently.
Dual-sided referral rewards
Reward both the customer who refers and the friend who places their first order. Configure each side independently — points, percentage discount, or fixed amount off.
Referral reward for the advocate
The referring customer receives their reward after their friend completes a first order. Choose between points or a discount code with full control over amount, prefix, and restrictions.
Referral reward for the friend
Give the referred friend an incentive to make their first purchase. Points, percentage off, or fixed discount — configurable with minimum spend, quantity limits, and expiry rules.
Custom discount code prefixes
Set a code prefix for referral discount codes so they're recognisable in your reporting. Preview the generated code format before going live.
Apply-to rules for referral discounts
Restrict referral discounts to specific products, variants, collections, or purchase types (e.g. one-time only). Keep referral offers targeted instead of blanket-wide.
Minimum spend on referral discounts
Set a minimum cart value required before a referral discount can be applied. Protects against low-value referral orders that don't contribute to growth.
Referral code expiry control
Set referral codes to expire after a specific number of days, or leave them with no expiry. Match the urgency level to your brand's referral strategy.
Activate and deactivate referrals
Toggle the entire referral program on or off from the dashboard. Test with a small reward first, then scale up when validated.
All customers eligibility
Enrol any customer as a loyalty member the moment their email is captured — online checkout, POS transaction, or account creation. Lowest friction entry point.
Account-only eligibility
Restrict loyalty participation to customers with a verified store account. Best for brands that want loyalty tied to a login experience for consistent redemption.
POS customer enrolment
Customers who place a POS order with an email address are automatically enrolled. In-store staff become part of your loyalty acquisition strategy.
Membership eligibility lock
Once your loyalty program is active, eligibility settings are locked to prevent accidental changes. Deactivate the program first to adjust — a safety measure for live programs.
Individual customer loyalty profiles
View any customer's full loyalty profile — current points balance, tier status, membership start date, and point history timeline.
Point history timeline
See every point earning and redemption event for a customer in chronological order. Includes points earned, redeemed, and refunded — with timestamps and context.
Manual point adjustments
Add or remove points manually for any customer. Useful for resolving support tickets, rewarding past activity, or running offline promotions.
Tier status management
View and verify a customer's current tier, when they qualified, and when their membership period expires. Everything support needs to answer tier questions instantly.
Subscription loyalty card
On subscription contract pages, a Loyalty Points card shows the customer's balance and links directly to their loyalty profile. Support teams resolve subscription + loyalty questions in one view.
Customisable loyalty widgets
Control the on-site loyalty experience through Edit Loyalty Widgets. Customers see how to earn, what they can redeem, their tier status, and the referral offer — all in one place.
Widget design matching
Style loyalty widgets to match your store's design system. Adjust layout, colours, and fonts so the loyalty experience looks native, not third-party.
Points balance display
Show logged-in customers their current points balance on your storefront. An always-visible reminder that incentivises repeat purchases.
Tier status display
Show customers their current VIP tier and what's needed to reach the next level. Progress visibility drives spend toward the next milestone.
Referral widget
Give customers an easy way to find and share their referral code or link. The widget surfaces the referral offer and makes sharing frictionless.
Redemption in storefront subscriptions
Customers manage loyalty redemptions from within their subscription portal — "My Subscriptions" shows upcoming shipments with the option to apply points directly.
Loyalty × Subscriptions
Loyalty points are earned on every subscription renewal. Points can be redeemed against upcoming subscription orders — by the customer in the storefront or by your team in the admin.
Loyalty × Reviews
Customers earn loyalty points when they leave a product review. One action improves both your retention data and your social proof — no separate configuration.
Loyalty × Discounts & GWP
Combine loyalty tier status with promotion rules. Run gift-with-purchase offers that only apply to VIP-tier members, or create tier-exclusive discounts.
Loyalty × Bundles
Loyalty points are earned on bundle purchases. Reward customers for buying curated product sets while increasing your AOV.
Loyalty × POS
Full loyalty functionality at the point of sale. Customers earn and redeem points in-store. Staff see tier status, available rewards, and point balances — same data as online.
Loyalty × Klaviyo
Push loyalty events directly into Klaviyo — points earned, tier changes, referral completions, reward redemptions. Build email and SMS flows triggered by real loyalty behaviour.
Loyalty × Shopify Flow
Use loyalty events as triggers in Shopify Flow. Automate internal workflows when customers reach tiers, earn points thresholds, or complete referrals — no code.
Loyalty × Cart & Checkout
Promotion progress bars in the cart show customers how close they are to their next loyalty reward. Checkout upsells can be targeted by tier or points balance.
Native metaobject data storage
All loyalty data — points, tiers, memberships, referrals — is stored as Shopify metaobjects inside your store. No external database. No sync delays. Your data stays yours.
No code pasting required
Activate and configure the entire loyalty program from the Roadmap dashboard. Place widgets on your store through Shopify's native theme editor. Zero liquid snippets.
Up to 18× faster widget loading
Loyalty widgets render as part of your Shopify theme — not as external scripts. Customers experience loyalty as part of your site, not as a third-party overlay that loads late.
Subscription order timeline
Every loyalty action on a subscription contract is logged in the subscription timeline — redemptions, refunds, and modifications. Full auditability for your ops team.
Point refund on subscription changes
If a subscription order is modified after a loyalty redemption is applied, points are automatically refunded. No manual correction needed. Customers are notified and can reapply.
White-glove Migration Included
Migrate existing loyalty points and tier data from Smile.io, Yotpo, LoyaltyLion, and other platforms. Customer points and memberships transfer over — nothing lost in the switch.
FAQs
Yes. Enable subscription redemption in your loyalty settings, and customers can apply points to their upcoming subscription order from the storefront. Admins can apply points to any upcoming cycle.
Yes. Each tier has its own milestone setting. One tier can be points-based, another spend-based, and another triggered by a product purchase — all in the same program.
Yes — fully. Customers earn and redeem points in-store. Staff see loyalty tier, points balance, and available rewards at the counter. POS transactions with an email address automatically enrol customers.
Roadmap pushes loyalty events to Klaviyo in real time — points earned, tier changes, referral completions, reward redemptions. Use these events as flow triggers or segmentation properties. No manual tagging.
Set up independent rewards for the referring customer and the friend. The advocate receives their reward once the friend places their first order. Rewards can be points or discount codes with full control over amount, restrictions, minimums, and expiry.
You create multiple tiers (e.g. Bronze, Silver, Gold) and set qualification rules for each — points earned, amount spent, or a specific product purchased. Customers progress automatically. Each tier can trigger rewards on entry and after sustained membership.
Placing an order, creating an account, celebrating a birthday, leaving a review, and having a specific customer tag. You can also limit earning by product, variant, collection, or exclude sale items entirely.
Amount discounts, percentage discounts, free products, and free shipping. You can create multiple redemption tiers so customers choose the reward that suits them. Points can also be redeemed against upcoming subscription orders.
Roadmap supports migration from major platforms — Smile.io, Yotpo, LoyaltyLion, and others. Customer points, tiers, and membership data can be transferred so nothing is lost.
Yes. Roadmap is the only design focused loyalty platform for lifestyle brand. We focused on tight brand integration across layout, colours, and fonts. The loyalty experience renders as part of your theme, not as a third-party overlay.
See what your retention stack should look like
Book a 20-minute demo and we'll walk you through how Roadmap replaces your current app stack - and what it makes possible that wasn't before.