Visual Quick Start Guide (5 Minutes)
This guide shows you exactly what you'll see at each step when setting up Glancito.
STEP 1: Install from Shopify App Store
What You'll See:
┌─────────────────────────────────────────────┐
│ Shopify App Store │
├─────────────────────────────────────────────┤
│ │
│ [Search: Glancito Loyalty] │
│ │
│ 📦 Glancito Loyalty │
│ ⭐⭐⭐⭐⭐ (4.9 stars) │
│ Modern loyalty program for Shopify │
│ │
│ [Add app] ← Click here │
│ │
└─────────────────────────────────────────────┘
What to Do:
- Open your Shopify Admin
- Go to Apps and sales channels (left sidebar)
- Search for "Glancito"
- Click the Glancito Loyalty app
- Click Add app
What Happens Next:
You'll see an authorization popup asking for permissions (this is normal and secure):
┌─────────────────────────────────────────────┐
│ ✓ Glancito Loyalty requests access: │
├─────────────────────────────────────────────┤
│ │
│ ✓ Read products and inventory │
│ ✓ Read customer data │
│ ✓ Read and write orders │
│ ✓ Access your online store │
│ │
│ [Decline] [Authorize app] ← Click here │
│ │
└─────────────────────────────────────────────┘
Click Authorize app → You'll be redirected to your Glancito dashboard automatically.
STEP 2: Welcome to Your Glancito Dashboard
Your First View:
┌─────────────────────────────────────────────────────────────────┐
│ Glancito Dashboard │
├──────────────┬──────────────────────────────────────────────────┤
│ ☰ Menu │ 👤 Your Store Name 🌙 Settings ⚙️ │
├──────────────┼──────────────────────────────────────────────────┤
│ │ │
│ 🏠 Home │ Welcome to Glancito! │
│ 👥 Members │ │
│ 🎁 Rewards │ ┌─────────────┐ ┌─────────────┐ │
│ 📊 Segments │ │ 0 Members │ │ 0 Points │ │
│ 📈 Analytics│ │ (Start grows)│ │ (Earned) │ │
│ ⚙️ Settings │ └─────────────┘ └─────────────┘ │
│ │ │
│ │ 📝 Next Steps: │
│ │ 1. Set up your first earn rule │
│ │ 2. Create a reward │
│ │ 3. Customize appearance │
│ │ │
└──────────────┴──────────────────────────────────────────────────┘
The Key Areas You See:
Left Sidebar - Your navigation menu:
- 🏠 Home - Overview and metrics
- 👥 Members - Your customers
- 🎁 Rewards - What they can redeem
- 📊 Segments - Customer groups
- 📈 Analytics - Performance data
- ⚙️ Settings - Configure everything
Top Right - Your account controls
Main Area - Shows dashboards and forms
STEP 3: Create Your First Earn Rule
Navigation:
Click Settings (left sidebar) → Earn Rules → Add Earn Rule
The Earn Rule Form You'll See:
┌────────────────────────────────────────────────────┐
│ Create Earn Rule │
├────────────────────────────────────────────────────┤
│ │
│ Rule Type: [Purchase ▼] ← Select from dropdown │
│ │
│ Description: │
│ "Customers earn 1 point per $1 spent" │
│ │
│ Settings: │
│ ┌─────────────────────────────────────┐ │
│ │ Points per Dollar: [1] │ │
│ │ │ │
│ │ ☑ Apply to all products │ │
│ │ │ │
│ │ ☐ Exclude specific collections │ │
│ └─────────────────────────────────────┘ │
│ │
│ Preview: │
│ "Earn 1 point per $1 · Every order" │
│ │
│ [Save] [Cancel] │
│ │
└────────────────────────────────────────────────────┘
What to Fill In:
- Rule Type: Select Purchase (most popular)
- Points per Dollar: Enter 1 (1 point per $1 spent)
- Leave everything else as default
Then click Save
What Happens:
Your earn rule is now LIVE! 🎉
Customers will see on your store:
"Earn 1 point on every purchase"
STEP 4: Create Your First Reward
Navigation:
Click Rewards (left sidebar) → Add Reward
The Reward Form:
┌────────────────────────────────────────────────────┐
│ Create Reward │
├────────────────────────────────────────────────────┤
│ │
│ Reward Name: │
│ [$10 Off Your Next Order] │
│ │
│ Description: │
│ [Use code at checkout. Valid for 30 days.] │
│ │
│ Points Required: [1000] │
│ │
│ Reward Type: [Discount Code ▼] │
│ │
│ Discount Value: [10] [$] │
│ │
│ Preview: │
│ Customer sees: "$10 Off · 1000 points" │
│ │
│ [Save] [Cancel] │
│ │
└────────────────────────────────────────────────────┘
What to Fill In:
- Reward Name:
$10 Off Your Next Order - Points Required:
1000 - Discount Value:
10(dollars) - Click Save
What Customers See Now:
On their account page:
┌─────────────────────────────┐
│ Available Rewards │
├─────────────────────────────┤
│ │
│ 💰 $10 Off │
│ 1000 points │
│ [Redeem] │
│ │
│ After earning 1000 points, │
│ they can click [Redeem] │
│ │
└─────────────────────────────┘
STEP 5: Customize Your Program Appearance
Navigation:
Click Settings → Appearance
The Settings Form:
┌────────────────────────────────────────────────────┐
│ Appearance Settings │
├────────────────────────────────────────────────────┤
│ │
│ Program Name: │
│ [Loyalty Club] ← What customers see │
│ │
│ Point Name: │
│ [points ▼] ← "points", "coins", "rewards" │
│ │
│ Primary Color: │
│ [🎨 #0066FF] ← Brand color │
│ │
│ Logo Upload: │
│ [Choose File] ← Upload your logo │
│ │
│ Preview: │
│ ┌──────────────────────┐ │
│ │ 🏆 Loyalty Club │ │
│ │ You have 450 points │ │
│ │ [Redeem] [Earn] │ │
│ └──────────────────────┘ │
│ │
│ [Save] │
│ │
└────────────────────────────────────────────────────┘
Quick Setup:
- Enter your Program Name (e.g., "Rewards Club")
- Keep Point Name as "points"
- Pick your Primary Color (brand color)
- Upload your Logo (optional)
- Click Save
STEP 6: Check Your Store
Your loyalty program is NOW LIVE! 🚀
Go to your Shopify store and you'll see:
On Product Pages:
┌─────────────────────────────┐
│ [Product Image] │
│ Cool T-Shirt │
│ $29.99 │
│ │
│ 🏆 Earn 30 points │ ← Shows on every product
│ (30 × $1) │
│ │
│ [Add to Cart] │
└─────────────────────────────┘
In Cart:
┌──────────────────────────┐
│ Your Cart │
├──────────────────────────┤
│ Cool T-Shirt × 1 $29 │
│ Cool Hat × 1 $19 │
├──────────────────────────┤
│ Subtotal: $48 │
│ │
│ 🏆 You'll earn 48 pts │
│ │
│ [Proceed to Checkout] │
└──────────────────────────┘
At Checkout:
┌──────────────────────────────┐
│ Order Summary │
├──────────────────────────────┤
│ Items: $48.00 │
│ Shipping: $5.00 │
│ Tax: $4.24 │
├──────────────────────────────┤
│ TOTAL: $57.24 │
│ │
│ 🏆 Earn 57 points on this │
│ order! │
│ │
│ [Complete Purchase] │
└──────────────────────────────┘
In Customer Account:
┌────────────────────────────────┐
│ My Account │
├────────────────────────────────┤
│ 👤 Profile │
│ 📦 Orders │
│ 🏆 Loyalty Points │ ← New!
│ ❤️ Favorites │
│ │
│ │
│ Click "Loyalty Points" → │
│ │
│ ┌──────────────────────────┐ │
│ │ Your Loyalty Account │ │
│ ├──────────────────────────┤ │
│ │ Balance: 105 points │ │
│ │ Lifetime: 250 points │ │
│ │ Spent: 145 points │ │
│ │ │ │
│ │ Available Rewards: │ │
│ │ 💰 $10 Off │ │
│ │ (Need 895 more pts) │ │
│ │ [Show Details] │ │
│ │ │ │
│ │ 📤 Referral Link: │ │
│ │ share.com/ref/abc123 │ │
│ │ [Copy Link] │ │
│ └──────────────────────────┘ │
│ │
└────────────────────────────────┘
That's It! 🎉
Your loyalty program is now live and fully functional!
What Happens Next:
- Customers start earning - Points accumulate on every purchase
- They see their balance - On your store and in emails
- They redeem rewards - When they hit the point threshold
- Your business grows - Repeat purchases increase
Next Steps:
- Create email campaigns to drive engagement
- Build customer segments for targeted offers
- Monitor analytics to track performance
- Grant bonus points for special customers
Common Questions Answered
Q: Do I have to manually enable anything on my store? A: No! The loyalty widget appears automatically on your store once you've set up at least one earn rule.
Q: When do customers get their points? A: Immediately after their purchase is marked as "paid" in Shopify (usually within minutes).
Q: What if a customer refunds? A: Their points are automatically reversed.
Q: Can I change these settings later? A: Yes! You can edit everything anytime in the dashboard.
Q: How do my customers enroll? A: They enroll automatically when they see the loyalty widget and click to view their account, or at checkout.