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Where to find this: Shopify admin → Apps → Yuko Loyalty → Loyalty → Settings

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Introduction

The Settings tab holds the rules that apply across your whole loyalty program: what points are called, how fractional points are rounded, which order status earns points and which status takes them back, and which customers are left out of the program. Earning amounts, expiry and product exclusions are not set here. Those live on each Way to Earn and Way to Redeem.

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What problem this solves

Every store handles orders differently. Some want points the moment an order is paid, others only once it ships or is delivered. Settings lets you match the program to how your store actually works, in one place, without editing each earning rule.

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When to use

  • During initial setup, before you launch the program.
  • When you rename points (for example Stars or Coins).
  • When you change when orders earn points (Paid, Fulfilled or Delivered).
  • When you want to keep staff, wholesale or test accounts out of the program.
  • When you need to wipe test data before going live.

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Overview

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Before you start

Yuko app is installed on your Shopify store — see Install Yuko on Shopify.
The Yuko Theme App Embed is enabled in your active theme — see Theme App Embed.
Your loyalty program is enabled under Loyalty Program Status at Shopify admin → Apps → Yuko Loyalty → Loyalty → Programs.
Your point labels are set in Loyalty Settings.

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Setup guide

1

Open Settings

In your Shopify admin, go to Apps → Yuko Loyalty → Loyalty and open the Settings tab.
2

Choose a Rounding Type

Pick Round (the default), Floor (always round down) or Ceil (always round up). This decides what happens when a calculation produces a fraction of a point, for example 1 point per $1 on a $24.60 order.
3

Name your points and store credit

  • Point Label — Singular and Plural fields (defaults point and points). Customers see these in widgets and emails.
  • Store Credit Label — Singular and Plural fields (defaults store credit and store credits).
4

Set the Points to Cash Conversion Rate

Answer “What are 100 points worth in your store?”. Enter the cash value of 100 points, for example 1 for $1. Yuko uses this to show customers what their points balance is worth in notifications and emails.
5

Choose the Earning Status

Tick one or more of Paid (the default), Fulfilled and Delivered. An order earns points the first time it reaches any ticked status, and only once.
6

Choose the Revert Point Status

Tick Refunded, Cancelled or both (both are ticked by default). When an order reaches a ticked status, the points it earned are taken back.
7

Set a Custom login trigger (optional)

When a logged-out customer opens the launcher, spotlight or cart redeem widget, Yuko can start your store’s own login flow instead of redirecting to the Shopify account page:
  • Use a CSS element — enter a Login element selector (for example #login-button or a[href='/account']). Yuko clicks that element, such as your theme’s own login button.
  • Use a link — enter a Login link (for example https://example.com/account/login). Yuko sends the customer to that URL.
Leave it empty to keep the default redirect.
8

Set storefront languages

Choose a Primary language and add every language you want available under Languages. Edit the wording for each language in Translations.
9

Exclude customers by tag (optional)

Under Exclude customers by tag, search for and add the customer tags to keep out of the loyalty program (for example wholesale or staff).
10

Set order tags (Shopify only)

Under Orders, edit the tags Yuko adds to Shopify orders:
  • Earned orders — tags added to orders where customers earned points (default YUKO:EARNED).
  • Redeemed orders — tags added to orders where customers redeemed points (default YUKO:REDEEMED).
Type a tag and press Enter to add it.
11

Save

Click Save. Changes apply to earning and redemption events from then on.

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How it works

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Earning Status

  • Paid — the order earns when Shopify marks it as paid.
  • Fulfilled — the order earns when it’s fulfilled.
  • Delivered — the order earns when Shopify records the fulfillment as delivered.
If you tick more than one, the order earns at whichever ticked status it reaches first. Yuko records that the order has earned, so reaching a second ticked status later doesn’t award points again. Cancelled orders never earn.

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Revert Point Status

  • Refunded — points are taken back when the order’s payment status becomes refunded.
  • Cancelled — points are taken back when the order is cancelled.
Both the base points and any VIP tier bonus points from that order are reverted. If the order’s points are still in their holding period, they’re cancelled before they ever reach the customer’s balance.

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Excluded customers

A customer is excluded from the program if they have one of your excluded tags, or if you excluded them manually from Customers. Excluded customers don’t earn points. Only customers excluded manually show the Excluded status on the Customers list; tag-excluded customers keep their Member or Guest status there.

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Order tags

Order tags are written to the Shopify order, not the customer. Use them to filter orders in Shopify, build reports, or trigger Shopify Flow automations for loyalty orders.

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Points to Cash Conversion Rate

This rate is for display. Each reward defines its own points cost and value, so changing the rate doesn’t change what any reward costs or gives.

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Decision guidance

  • Paid suits most stores. Choose Fulfilled or Delivered if you see many cancellations before shipping, or if you want points to arrive when the customer has the product.
  • Keep both Refunded and Cancelled ticked unless you have a clear reason to let customers keep points from those orders.
  • For a return window, combine Paid with a Holding period on Place an order instead of switching to Delivered.
  • Pick a points name that fits your brand but stays obvious: Points, Stars and Coins all work.

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Limitations

  • Changing the Earning Status doesn’t re-process past orders.
  • Revert Point Status works on the whole order. A partial refund doesn’t take back a share of the points.
  • Order tags and the Orders section are only available on Shopify stores.
  • There’s no program-wide points expiry or product exclusion here. Set expiry on each Way to Earn and Way to Redeem, and product or collection exclusions on Place an order.

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Backfill points for past orders

The Settings tab also holds Backfill points for past orders, a one-time award for orders customers placed before loyalty was enabled. See Backfill Points.

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Reset customer activities

Reset customer activities deletes all customer points activity for your store: activity history, points transactions and balances. It also resets VIP tier memberships and removes the reward discount codes Yuko created for customers in Shopify. Your customers, ways to earn, rewards and settings stay as they are. To run it, click Reset customer activities, type RESET in the confirmation box and click Confirm Reset.
Reset customer activities can’t be undone. Use it only to clear test data before launch.

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Examples

  • A fashion store keeps Paid as the Earning Status and adds a 14-day holding period on Place an order to cover returns.
  • A furniture brand switches the Earning Status to Delivered so points land when the customer receives their order.
  • A B2B and retail store adds the wholesale tag under Exclude customers by tag so trade accounts don’t earn.

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Best practices

Lock in your points name early. Customers anchor on it the first time they see the program.
Use order tags in Shopify. Filtering orders by YUKO:REDEEMED is a quick way to see how many orders used a loyalty reward.
Never reset a live program. Reset removes every customer’s balance and history.

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FAQs

Yes. Customers see the new label straight away in widgets and emails, so pick it carefully before launch.
No. The order earns at the first ticked status it reaches. Yuko marks it as earned so later statuses don’t award again.
If Refunded is ticked under Revert Point Status, Yuko takes back the points the order earned, including any VIP tier bonus. Points still on hold are cancelled instead.
The tagging setting here tags orders, not customers. Use the Earned orders and Redeemed orders tags to label orders that earned or redeemed points.
All customer points activity, transactions and balances, plus tier memberships and the customer discount codes Yuko created. Customers and your program setup stay.

Ways to Earn

Configure how customers earn points across your store.

Ways to Redeem

Set up the rewards customers can redeem with their points.

Booster Campaigns

Run time-bound multipliers, bonuses and challenges on top of earning.

Loyalty Settings

Point labels, earning and revert statuses, exclusions and order tags.

Customers

View balances and activity, adjust points and assign tiers.

VIP Tiers

Reward your best customers with tier multipliers and benefits.

Book a Free Setup Call

Talk to our team for personalised setup help.Time: 30 minutes

Contact Support

Visit our support hub for help articles, live chat and ticket submission.

Browse the Guides

Documentation across loyalty, referrals, memberships and more.

Install Yuko

Add Yuko to your Shopify store from the Shopify App Store.