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

FAQs

Can customers redeem loyalty points on subscription orders?

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.

Can I run different qualification rules for different tiers?

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.

Does loyalty work with Shopify POS?

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.

How does loyalty connect to Klaviyo?

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.

How does the referral program work?

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.

How do VIP tiers work?

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.

What actions can customers earn points for?

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.

What can customers redeem points for?

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.

What happens to my existing loyalty data if I switch to Roadmap?

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.

Will the loyalty widget match my store's design?

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.