> ## 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.

# Program Settings

> Configure your program-wide loyalty rules — points label, conversion ratio, customer eligibility, exclusions and Shopify customer tagging.

<Note>
  **Where to find this:** Shopify admin → Apps → Yuko Loyalty → Loyalty → Settings
</Note>

## 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.

## 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.

## 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”).

## 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).

## Before you start

<Check>Yuko app is installed on your Shopify store — see [Install Yuko on Shopify](/installation-and-setup/install-on-shopify).</Check>
<Check>The Yuko **Theme App Embed** is enabled in your active theme.</Check>
<Check>Your loyalty program is enabled at **Shopify admin → Apps → Yuko Loyalty → Loyalty → Settings**.</Check>
<Check>Points label and currency are configured.</Check>

## Setup guide

<Steps>
  <Step title="Open Loyalty Settings">
    Login to your Shopify admin and go to **Apps → Yuko Loyalty → Loyalty → Settings**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Configure customer eligibility">
    Choose who can earn:

    <AccordionGroup>
      <Accordion title="All customers">
        Anyone with a customer record can earn. Best for most stores.
      </Accordion>

      <Accordion title="Registered only">
        Guest checkouts don't earn unless they create an account.
      </Accordion>

      <Accordion title="Tagged customers">
        Only customers with a specific Shopify tag earn. Useful for invite-only programs.
      </Accordion>
    </AccordionGroup>
  </Step>

  <Step title="Set exclusions">
    Add products, collections or customer tags that should not earn or redeem points.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save">
    Click **Save**. Changes apply immediately to all future earn and redeem events.
  </Step>
</Steps>

## 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 = $1 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.

### 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.

### 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.

## 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.

## Best practices

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

## FAQs

<AccordionGroup>
  <Accordion title="Can I change the points label after launch?">
    Yes — but customers will see the new label immediately, including in past activity entries. Pick the right label up front.
  </Accordion>

  <Accordion title="What does Reset activities do?">
    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.
  </Accordion>

  <Accordion title="How are exclusions evaluated?">
    Exclusions apply at line-item level. If only some products in an order are excluded, the rest still earn.
  </Accordion>

  <Accordion title="What tags does Yuko write to Shopify customers?">
    Tags include `yuko-customer`, `yuko-tier-<tier>`, and any custom tags configured in the **Shopify tagging** settings.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Ways to Earn" icon="hand-holding-dollar" href="/loyalty/ways-to-earn/overview">
    Configure how customers earn points across your store.
  </Card>

  <Card title="Ways to Redeem" icon="gift" href="/loyalty/ways-to-redeem/overview">
    Set up reward types customers can redeem with their points.
  </Card>

  <Card title="Program Settings" icon="sliders" href="/loyalty/program-settings">
    Define points labels, currency, and customer eligibility.
  </Card>

  <Card title="Customers" icon="users" href="/loyalty/customers">
    View balances, activity, and adjust points manually.
  </Card>
</CardGroup>

<CardGroup cols={2}>
  <Card title="Book a Free Setup Call" icon="phone" href="https://cal.com/rameshelamathi/yuko-demo">
    Talk to our team for personalised setup help.

    **Time:** 30 minutes
  </Card>

  <Card title="Contact Support" icon="life-ring" href="https://yuko.so/support/">
    Visit our support hub for help articles, live chat and ticket submission.
  </Card>

  <Card title="Browse the Guides" icon="book" href="/getting-started/welcome">
    Documentation across loyalty, referrals, memberships and more.
  </Card>

  <Card title="Install Yuko" icon="shop" href="https://apps.shopify.com/yuko">
    Add Yuko to your Shopify store from the Shopify App Store.
  </Card>
</CardGroup>