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Documentation Index

Fetch the complete documentation index at: https://docs.yuko.so/llms.txt

Use this file to discover all available pages before exploring further.

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

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Introduction

This is the single page where you define the rules every campaign and reward inherits: what points are called, how many points equal one unit of currency, which customers are eligible to earn, and how customers are tagged in Shopify.

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What problem this solves

In most loyalty apps, settings are scattered across each campaign and reward. Yuko centralises program-wide rules so you set them once and every Way to Earn / Way to Redeem honours them.

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When to use

  • During initial setup.
  • When changing your points label, currency or conversion ratio.
  • When you launch a new market and need to exclude specific countries.
  • When you change customer eligibility (e.g., “only logged-in customers earn”).

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Overview

  • Points label — the display name customers see.
  • Points-to-currency ratio — how many points equal one unit of your store currency.
  • Customer eligibility — who can earn (all customers, registered only, tagged customers).
  • Exclusions — products, collections or customer tags excluded from earning.
  • Shopify customer tagging — push tier and program tags back to Shopify customers.
  • Reset activities — wipe customer points data (use carefully).

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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.
Your loyalty program is enabled at Shopify admin → Apps → Yuko Loyalty → Loyalty → Settings.
Points label and currency are configured.

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Setup guide

1

Open Loyalty Settings

Login to your Shopify admin and go to Apps → Yuko Loyalty → Loyalty → Settings.
2

Set points label and conversion

  • Points label: what customers see in widgets and emails (e.g., Stars, Coins).
  • Conversion ratio: e.g., 100 points = $1. This is the implicit value used across redemption math.
3

Configure customer eligibility

Choose who can earn:
Anyone with a customer record can earn. Best for most stores.
Guest checkouts don’t earn unless they create an account.
Only customers with a specific Shopify tag earn. Useful for invite-only programs.
4

Set exclusions

Add products, collections or customer tags that should not earn or redeem points.
5

Configure Shopify customer tagging

Toggle on to write the customer’s loyalty status back to their Shopify record (e.g., yuko-tier-gold). This unlocks Shopify-native segmentation.
6

Save

Click Save. Changes apply immediately to all future earn and redeem events.

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How it works

  • Points label is purely cosmetic; internally Yuko stores points as integers.
  • Conversion ratio drives reward math: a 500-point reward at 100 pts = 1isworth1 is worth 5.
  • Eligibility is checked at the moment Yuko receives an earning event. Ineligible customers’ events are dropped silently.
  • Exclusions are applied at calculation time — the order is ingested, but excluded line items don’t contribute points.
  • Shopify customer tagging runs whenever a tier changes or a customer joins/leaves the program.

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Decision guidance

  • Pick a points label that fits your brand but isn’t confusing. Points, Stars, Bucks all work.
  • Use a clean ratio. 100 pts = $1 is the easiest mental model. Avoid awkward ratios like 137 pts = $1.
  • Default to All customers for eligibility. Restrict only if you have a clear business reason.
  • Enable Shopify tagging if you do email or ads segmentation — it pays for itself the first campaign.

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Limitations

  • Changing the conversion ratio doesn’t retroactively re-cost existing customer rewards.
  • Excluding a product retroactively doesn’t claw back already-credited points.
  • Reset activities is destructive and cannot be undone.

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Examples

  • A boutique uses Stars, 100 stars = $1, all customers eligible, with sale-collection exclusions on Black Friday week.
  • A B2B brand uses Credits, registered customers only, with a wholesale tag exclusion to keep wholesale orders out of the loyalty pool.

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Best practices

Lock in your label and ratio early. Customers anchor on these in their first interaction with the program.
Tag customers in Shopify. The downstream marketing flexibility is worth the toggle.
Don’t run Reset activities on a live program unless you’ve exported customer data first. The action is irreversible.

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FAQs

Yes — but customers will see the new label immediately, including in past activity entries. Pick the right label up front.
It wipes all customer points balances, transactions and earned rewards. Customers and program configuration remain. Use it only on a fresh setup or when intentionally wiping a test environment.
Exclusions apply at line-item level. If only some products in an order are excluded, the rest still earn.
Tags include yuko-customer, yuko-tier-<tier>, and any custom tags configured in the Shopify tagging settings.

Ways to Earn

Configure how customers earn points across your store.

Ways to Redeem

Set up reward types customers can redeem with their points.

Program Settings

Define points labels, currency, and customer eligibility.

Customers

View balances, activity, and adjust points manually.

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.