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:
-
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 -
What's your ecommerce platform?
- A) Shopify
- B) Shopify Plus
- C) BigCommerce
- D) Magento
- E) Custom / headless
- F) Other -
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.
- 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.
- 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.
- Multi-currency limitations — stores can only be grouped together if they share the same currency. Multi-currency Shopify stores may need separate LoyaltyLion setups.
- 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.
- 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.
- 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.
- 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).
- 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.mdwith 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.
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