sales-skills/sales-loyaltylion

LoyaltyLion Platform Help

Help the user with LoyaltyLion platform questions — from points/tiers/rewards setup and Klaviyo integration through custom loyalty pages, referral programs, analytics, omnichannel receipt upload, and API usage.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated knowledge.

Ask the user:

1. What area of LoyaltyLion do you need help with?

   • A) Points & earning rules — configuring how customers earn points
   • B) Rewards — setting up reward catalog and redemption
   • C) Tiers / VIP — creating tier levels and progression
   • D) Referrals — setting up referral program
   • E) Loyalty page — customizing the branded loyalty page
   • F) Klaviyo integration — events, flows, loyalty data in emails
   • G) Analytics — understanding loyalty metrics and revenue attribution
   • H) API — Admin API or Headless API integration
   • I) Shopify POS — in-store loyalty with Shopify POS
   • J) Receipt upload — capturing omnichannel purchases
   • K) Admin — billing, plan features, settings
   • L) Something else — describe it

2. What's your ecommerce platform?

   • A) Shopify
   • B) Shopify Plus
   • C) BigCommerce
   • D) Magento
   • E) Custom / headless
   • F) Other

3. Which LoyaltyLion plan are you on?

   • A) Free (Shopify App Store)
   • B) Classic ($199/mo)
   • C) Advanced
   • D) Plus
   • E) Not sure / evaluating

If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end.

Step 2 — Route or answer directly

If the request maps to a specialized skill, route:

• Loyalty strategy (platform-agnostic) → /sales-loyalty
• Email marketing strategy → /sales-email-marketing
• SMS marketing strategy → /sales-sms-marketing
• Klaviyo platform help → /sales-klaviyo
• Tool integration architecture → /sales-integration

Otherwise, answer directly using the reference below.

Step 3 — LoyaltyLion platform reference

Read references/platform-guide.md for detailed module documentation, pricing, integrations, and data model.

You no longer need the platform guide details — focus on the user's specific situation.

Step 4 — Actionable guidance

Based on the user's question, provide step-by-step guidance. Always:

• Reference the correct plan requirements for the feature
• Include Klaviyo integration steps when the user mentions email or flows
• Mention the relevant API endpoints when the user is building custom integrations
• Flag plan-gated features early so the user doesn't waste time on unavailable functionality

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

1. Klaviyo Events require Advanced add-on or Plus — the basic Klaviyo integration (data sync, email flows) is on Classic, but event triggers for advanced flows need the add-on or Plus plan. Verify before building flows that depend on events.
2. VIP tiers are Advanced+ only — if a user is on Classic and asks about tiers, they need to upgrade. Don't walk them through tier setup without flagging this.
3. Multi-currency limitations — stores can only be grouped together if they share the same currency. Multi-currency Shopify stores may need separate LoyaltyLion setups.
4. Pricing scales with order volume — the base price covers a set number of orders/month (Classic = 500, Advanced = 4,000, Plus = 10,000+). Overages increase cost.
5. Integration depth varies — some third-party integrations (especially outside the Shopify ecosystem) may be limited. G2 reviewers note that API capabilities can feel dated for complex custom integrations.
6. ReCharge limitations — LoyaltyLion can generate ReCharge coupons, but you can't reward customers for ongoing subscription loyalty (month-over-month). Workaround: use the API to credit points via webhooks on subscription renewals.
7. Free plan is very basic — the Shopify App Store free tier is a trial/evaluation tool, not a production-ready loyalty program. Most meaningful features require Classic ($199/mo).
8. Receipt upload is omnichannel, not automatic — customers manually upload receipts for in-store or third-party purchases. Receipts require manual or automated approval.

• Self-improving: If you discover something not covered here, append it to references/learnings.md with today's date.

Related skills

• /sales-loyalty — Cross-platform loyalty program strategy, design, and comparison (Smile.io, Yotpo, Brevo Loyalty, etc.)
• /sales-klaviyo — Klaviyo platform help for email/SMS marketing
• /sales-email-marketing — Email marketing strategy across platforms
• /sales-integration — Connect LoyaltyLion with other tools via API, webhooks, Zapier
• /sales-checkout — Checkout optimization with loyalty display
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do

Examples

Example 1: Setting up a loyalty program for a Shopify store

User says: "I just installed LoyaltyLion on my Shopify store. How do I set up a basic points program?" Skill does: Walks through earning rule configuration (points per $, sign-up bonus, review bonus), creating 3-4 rewards at different thresholds ($5 off at 100 points, $15 off at 300, free shipping at 200), setting up the branded loyalty page, and connecting Klaviyo for welcome and points-earned emails. Result: Fully configured points program with rewards and email integration

Example 2: Connecting LoyaltyLion to Klaviyo for advanced flows

User says: "I want to send automated emails when customers are close to earning a reward. How do I set this up?" Skill does: Explains Klaviyo Events (requires Advanced add-on or Plus), walks through enabling the integration, creating a Klaviyo flow triggered by the "approaching reward" event, and designing the email template with loyalty merge tags showing points balance and reward threshold. Result: Automated Klaviyo flow triggered by LoyaltyLion loyalty events

Example 3: Building a custom loyalty widget with the Headless API

User says: "We're on a Hydrogen storefront and need to show loyalty points on product pages" Skill does: Points to the Headless API and TypeScript client (@loyaltylion/headless-api-client), explains authentication, shows how to fetch customer points balance and display "Earn X points with this purchase" on product pages, and references the Hydrogen reference store on GitHub. Result: Custom loyalty widget rendering on a headless Shopify storefront

Troubleshooting

Klaviyo not receiving loyalty events

Symptom: Loyalty events (reward claimed, tier upgrade) not triggering Klaviyo flows Cause: Klaviyo Events are gated to Advanced (as add-on) or Plus plans. Basic Klaviyo integration only syncs profile data, not real-time events. Solution: 1) Verify your plan supports Klaviyo Events (check LoyaltyLion billing). 2) Re-enable the Klaviyo integration in settings. 3) Test by triggering a loyalty action and checking Klaviyo's Activity Feed for the event. 4) If on Classic, the basic integration syncs data but won't send events — upgrade or add the Events add-on.

Points not appearing for in-store purchases

Symptom: Customers earn points online but not when buying in-store via Shopify POS Cause: Shopify POS integration requires Advanced or Plus plan. Even on supported plans, POS must be explicitly enabled. Solution: 1) Confirm you're on Advanced or Plus. 2) Enable Shopify POS integration in LoyaltyLion settings. 3) Ensure staff are using the LoyaltyLion POS app at checkout. 4) For non-Shopify POS, use the receipt upload feature instead.

Loyalty page not matching store branding

Symptom: The default loyalty page looks generic or doesn't match the store's design Cause: LoyaltyLion builds the initial loyalty page on Classic+, but customization may be limited on lower plans. Solution: 1) On Classic, request a custom build from LoyaltyLion's onboarding team. 2) On Advanced+, use the loyalty page editor to adjust colors, fonts, and layout. 3) For full control, use the Headless API + SDK to build a completely custom page embedded in your storefront.