Question 1

Do Customers Get a Unique Discount Code When Redeeming Points?

Accepted Answer

Yes — every customer receives a unique discount code when they redeem their loyalty points in Casa Loyalty.

🔹 How It Works:

When a customer collects enough points and decides to redeem them for a reward (e.g., $5 off, 10% discount, free shipping), Casa Loyalty will automatically generate a one-time-use discount code just for that customer.

✅ Key Features of This Code:

One-time use: Once applied at checkout, the code cannot be used again.
Unique per customer: Each code is tied to the specific redemption made by a customer.
Automatic sync with Shopify: All codes are created within your Shopify discount system, so you can track and manage them easily.
Prevents abuse: Since these codes are one-time and customer-specific, they help protect your store from code-sharing or misuse.

📍 Where Customers Can Find Their Code:

Once the customer redeems their points:

The unique code appears in their Casa Loyalty widget under the “Rewards” or “My Rewards” section.
They also receive an email notification (if notifications are enabled), containing their discount code and details.

🛠️ Merchants Can Also View Codes:

As a merchant, you can view these codes in:

Your Shopify admin > Discounts section.
Your Casa Loyalty dashboard under that customer’s profile or redemption history.

Question 2

How to Choose Who Can Participate in Your Loyalty Program

Accepted Answer

Your loyalty program’s success hinges on defining who can participate. CASA Loyalty allows you to customize participation rules to align with your store’s goals and customer engagement strategy.

Here's a step-by-step guide to configure these settings.

Open the CASA Loyalty app from your Shopify dashboard.
In the left-hand menu, scroll down and click on Settings. Select Program Participants from the options in the Settings menu.

Program Participants Options

In the Program Participants section, you’ll find two options to determine who can participate in your loyalty program:

1. All Customers

Allow every customer, including guest users, to earn points, refer friends, and take part in your VIP incentives.
How it works:
Customers can earn points for purchases or activities, even without a store account.
To access their rewards or redeem points, they’ll need to create a store account at a later stage.
Best for: Maximizing engagement and making your program accessible to all.

2. Only Customers with a Store Ac

Question 3

How Are Points Allotted for Orders in Casa Loyalty?

Accepted Answer

In Casa Loyalty, one of the most popular ways to reward customers is by giving them points for placing orders. This is typically configured as something like 10 points per $1 spent.

But how do we calculate what amount the points are given on? Let's break it down.

💡 Points Are Awarded on the Original Product Value

By default, Casa Loyalty awards points based on the original subtotal of the products, before any discounts (like coupon codes) are applied. This means:

📌 Example:

A product is priced at $100
A discount coupon brings it down to $50
The customer earns points on $100, not $50

This ensures customers get full value recognition, even when discounts are used.

⚙️ Customize Point Calculation in Settings

You can customize how Casa Loyalty calculates point-eligible amounts by going to:

Settings > Platform > Reward customers for the following parts of an order

Here are the available options:

✅ Subtotal (default)

Points are calculated on the subtotal of products, before taxes, shipping, or discounts.

➖ Exclude coupon discount

If enabled, coupon or discount amounts will not be subtracted from the subtotal when awarding points.

🧾 Include taxes

Adds any applicable taxes to the amount used for calculating points.

🚚 Include shipping

Adds shipping charges to the amount used for calculating points.

You can mix and match these options based on how you want your rewards system to behave.

Question 4

🗂 Managing Customers in Casa Loyalty

Accepted Answer

The Customers section of your Casa Loyalty dashboard gives you a clear, organized interface to view and manage your members, track their points, and take action when needed—from updating balances to assigning VIP tiers.

1. Access the Customers Page

From your Shopify Admin, open Casa Loyalty, and click Customers in the left-hand menu. You’ll see a list of all customers who have interacted with your loyalty program:

| Customer Name | Status | Points | VIP Tier | Action | | --- | --- | --- | --- | --- | | xyz@gmail.com | Member | 1,056 | Black Tier | Click on the eye to view in Shopify | | 1@gmail.com | Member | 250 | No VIP tier | Click on bin to delete from here(only) | | 2@gmail.com | Member | 644 | No VIP tier | |

Click the blue email link to drill down into an individual customer account.

2. View Full Customer Profile

When you click on a customer’s email, you enter their profile page, which includes four tabs: Points, Referrals, VIP, and Rewards.

🪙 Points Tab

Shows the customer’s loyalty point history with date, action, and the points earned:

| Action | Points | Date | | --- | --- | --- | | Points earned on placing an order #1003 | +750 | Jun 10, 2025 | | Points earned on placing an order #1002 | +1 | Jun 10, 2025 | | Points earned on placing an order #1001 | +5 | Jun 10, 2025 | | Points earned for adding date

Question 5

CASA Loyalty Walkthrough

Accepted Answer

Welcome to the CASA Loyalty Walkthrough! This guide offers a comprehensive overview of our app’s key sections to help you design an engaging loyalty program that delights your customers and grows your Shopify store. Ready to unlock loyalty success? Let’s dive in! 🎉

1. Program

The Program section is where your loyalty magic begins! Here, you define how customers earn rewards and engage with your program. It’s the core of your loyalty ecosystem.

Points
Customize earning and redemption rules. Set up how customers earn points through purchases, referrals, or actions like following your brand on social media. Define redemption rules that fit your business model.
VIP
Elevate your best customers with VIP tiers! Reward loyalty with exclusive perks like bonus earning rates, free shipping, or special gifts. Tailor tiers to reflect your brand’s values and keep customers striving for the next level.
Activity
Keep everything transparent with the Activity log. Track points earned, redeemed, or adjusted, ensuring you stay on top of your program’s health.

2. Customers

Get to know your loyalty members better with the Customers section. Manage profiles, analyze engagement, and reward actions effortlessly.

Customer Details
View each member’s profile, including email, points balance, and their VIP tier. This is your hub for insights.
Points
Dive into the details of every point's transaction. From earning to spending, everything is lo

Question 6

Like on Facebook

Accepted Answer

The "Like on Facebook" feature rewards customers for liking your store's Facebook page, boosting your social media presence and engagement.

How to Set Up the Feature

Navigate to the Feature

Go to your CASA Loyalty dashboard.
Click on Program.
Select Points > Setup.
Click Add Ways to Earn and choose Like on Facebook from the options.

Enter Your Facebook Page Link

In the Social Link field, provide the URL for your store's Facebook page.

Set the Points Reward

Determine how many points customers will earn for liking your page and enter the value in the Points Awarded field.

Activate or Deactivate the Feature

Use the Status toggle to enable (Active) or disable (Disable) the feature as needed.

Customize the Icon

Choose the default thumbs-up icon or upload an image that matches your store’s branding.

Save Your Configuration

Click Save to finalize and enable the feature.

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