Welcome and thanks so much for choosing Rise for your loyalty program!

In this article we are going to cover-

  1. How to migrate to Rise?

  2. 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, you can start the migration process.

Step 1: Go to the Rise dashboard -> Campaigns tab -> Create Bulk

Step 2: Select ‘Loyalty Cards’

Step 3: Follow the instructions outlined for you (as seen in the screenshot below):

Please NOTE:

When you download the CSV template, please:

  • Leave the first row (with the headings) exactly as is. If you make any adjustments, the file won’t upload.

  • Delete the contents in the second row - this is just an example for you to see which information to insert.

  • Code column: You can leave this blank if you’d like us to generate the codes for you. However, if you’d like to create your own codes, please ensure they are between 8- 20 alphanumeric characters only (per Shopify’s requirements).

  • Adjust_amount: Insert the store credit value without currency symbol - i.e only digits (no other characters). This is the conversion from the point value you decided on before :)

  • Expires_on: Insert expiration date, or leave blank if you do not want gift cards to expire.

  • Customer_name & customer_email: you can leave the ‘customer_name’ field blank, however ‘customer_email’ is mandatory.

  • Reason & note: Here you can insert information that will only be viewed by your team via the Rise dashboard (see screenshots below). This allows you to keep track of why you have created these codes, or include any other details. Please note that the ‘reason’ or ‘note’ cannot be edited once the loyalty card has been created.

Step 4: Once you have successfully uploaded your CSV file, please insert the campaign name.

There is also the option to select ‘zero out existing balance before updating’. This will reset your customers’ store credit balances to zero before updating the new balance. Please do not tick this box if you’d like to add store credit to your customers’ existing balances.

Step 5: Create & Approve

Once you approve your campaign, you’ll see that the status is ‘Running’ (see screenshot below). IMPORTANT: Please do not click on your bulk upload until the status is ‘Completed’.

IMPORTANT: After uploading your campaign, please reach out to the Rise team and let us know this was a migration, so we know not to charge you for this upload!

Export: Once the upload is complete, you can export your campaign details. Click the export button (as seen in the screenshot above) to download your CSV file. You can then upload this to your CRM platform to send the codes to your customers.

Delete: The delete button will permanently remove your ability to export the file of the codes you have created. However, it does not delete the credit or the codes, they will still exist and can still be redeemed. If you’d like to prevent customers from using the codes, you can adjust the gift card balance to ‘0’ or disable the gift cards through the Rise dashboard - learn more here.

Step 6: NOTE: This tool does NOT notify your customers that they received store credit. To notify your customers, please export the CSV file and upload it to whichever email marketing tool you use.

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. 

Related Articles- 

  1. How Customers Engage with your Loyalty Program 

  2. Setting Up Your Loyalty Program Checklist

  3. Create Store Credit & Loyalty WorkFlows

Got any feature requests?

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

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