Welcome and thanks so much for choosing Rise for your loyalty program!
In this article we are going to cover-
- How to migrate to Rise?
- Does Rise track customers’ previous order history?
How to migrate to Rise?
First off, you need to decide how much each of your points are worth.
We know that most loyalty programs use a point system. However, Rise’s loyalty program uses store credit as rewards, because we understand that a point system can be confusing to your customers, making it harder for them to redeem their points (you can check out an article covering this topic here).
So, now you must decide, how many points equal one dollar?
After deciding, please provide us with a CSV file including the following-
- Code (you can leave this empty if your customers don’t already have a unique code)
- Balance (in store credit, or in points, and we can do the conversion for you, no need to add currency)
- Expiration date (you can leave this empty if there is no expiration date, mm/dd format)
- Customer’s first name
- Customer’s last name
- Customer’s email address
Please make sure that your CSV exactly matches the following format:
Please send the CSV file to [email protected] and we will migrate it into our platform.
Does Rise track previous order history?
Rise tracks previous order history. This means that if you would like to set up a loyalty program that rewards your customers based on the lifetime spent in your store, it will include all of your customers’ purchases, even ones made before setting up the program.
Note: this will not reward customers retroactively, it will only send out a reward once the customer creates a new purchase
Is it possible to migrate referral links?
You can’t migrate your existing referral links into Rise, because we need to be able to track these links.
Your customers will be able to create a new link once you migrate to Rise.
- How Customers Engage with your Loyalty Program
- Setting Up Your Loyalty Program Checklist
- Create Store Credit & Loyalty WorkFlows
Got any feature ideas?
Feel free to add them to this feature request form.
Have more questions?
Feel free to contact us at [email protected] or in the chat box