Tiered Loyalty Program with Store Credit

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Build a tiered cash-back loyalty program using native Shopify customer segments, native store credit, and Stork Credit — no points, no databases, no third-party redemption portals.

Shopify's built-in store credit is real monetary value that lives on the customer's account, redeemable natively at checkout, with a full transaction log and automatic notification emails included. Stork Credit handles the automation — issuing credit based on rules that you create.

Step 1: Create customer segments

In Shopify admin go to Customers → Segments and create three segments. Sidekick can generate the queries for you. Make each segment mutually exclusive so a customer only qualifies for one tier at a time.

Optional: Add a marketing opt-in condition to each segment, then save.

Step 2: Set up Automatic Store Credit

In Stork Credit go to Automatic Store Credit → Browse Templates and select the 3% store credit rewards template.

• Set your reward rate per tier (e.g. Bronze 3%, Silver 5%, Gold 7%)
• Under Eligibility, choose Specific customer segment and select the matching segment
• Save and activate

Repeat for each tier. Stork Credit will apply the best-value promotion if a customer somehow qualifies for more than one (unless you change this in app settings).

Step 3: Add the checkout widget

In your Shopify checkout editor, add the Stork Credit app block to checkout. This shows customers how much credit they'll earn before they pay — a simple but effective conversion nudge.

How it works for customers

• Credit is issued automatically after each qualifying order
• Shopify sends a native store credit email notification
• Customers redeem by ticking the store credit option in the checkout payment section

Advanced options

Delay issuance with Shopify Flow

By default, credit is issued immediately after an order is placed. If you want to hold it until after a refund window has passed, build a Shopify Flow using the Order fulfilled trigger, a Wait action for your desired delay period, then the Issue store credit Stork Credit action. No code required.

You can also use Flow to layer in more complex logic — for example, only issue credit if the order contains products from a specific collection, or issue a bonus credit amount when a customer first reaches a new tier.

Run promotions like "double credit weekends"

Because promotions in Stork Credit are just rules you can turn on and off, running a time-limited promotion is straightforward. Create a separate automatic store credit rule with a higher reward rate (e.g. 6% instead of 3%), activate it at the start of the promotion period, and deactivate it when it ends. The best-value logic means eligible customers automatically get the higher rate while the promo is live — no changes needed to your base tier rules.

Trigger Klaviyo campaigns when credit is earned

Use Shopify Flow to fire a webhook to Klaviyo when store credit is issued. This lets you send a branded "You've earned store credit!" email or SMS through Klaviyo rather than the default Shopify notification — giving you full control over design, copy, and timing. You can also use the trigger to add customers to a Klaviyo segment, enabling follow-up flows like reminding customers they have unspent credit if they haven't purchased in 30 days.