Quickstart Checklist

Essential features for managing your loyalty program

RewardsPro provides a complete set of tools to run your loyalty program. This section covers the day-to-day features you'll use to manage tiers, customers, orders, and store credit.

Feature Overview

Membership Tiers

Create and manage loyalty tier structure

Customer Management

View profiles, assign tiers, manage credit

Orders & Cashback

Track orders and cashback processing

Store Credit

Issue, track, and manage balances

---

How It All Works Together

Customer places order
        ↓
Order webhook received (instant)
        ↓
Customer's tier identified
        ↓
Cashback calculated: Order Amount × Tier Rate
        ↓
Store credit added to customer balance
        ↓
Ledger entry created (audit trail)
        ↓
Tier progress updated

---

Quick Reference

Membership Tiers

Guide	What You'll Learn
Creating Tiers	Set up tier name, threshold, cashback rate
Editing Tiers	Modify existing tier settings
Deleting Tiers	Safely remove unused tiers
Best Practices	Proven tier structures
Mistakes to Avoid	Common pitfalls

Customer Management

Guide	What You'll Learn
Customers Page	Navigate the customer list
Customer Details	View full customer profile
Manual Tier Assignment	Override automatic tiers
Edit Store Credit	Add or deduct credit

Orders & Cashback

Guide	What You'll Learn
Orders Page	View and manage orders
Cashback Processing	How orders are processed
Calculation Rules	Understand the formula

Store Credit

Guide	What You'll Learn
Access Store Credits	How customers see balance
Refund to Credit	Handle refunds as credit
Expiration Dates	Configure credit expiry

---

Key Data Points

Customer Profile Includes

• Contact Info: Name, email, Shopify ID

• Financial: Store credit balance, total spent, annual spent

• Tier: Current tier, cashback rate, progress to next tier

• Activity: Order count, last order date, cashback earned

Order Tracking Includes

• Order Details: Number, date, products, totals

• Financial: Subtotal, discounts, shipping, tax, refunds

• Cashback: Tier at order time, rate applied, amount earned

• Status: Payment status, fulfillment status, processing status

Ledger Entry Types

Type	Description
CASHBACK_EARNED	Cashback from paid orders
MANUAL_ADJUSTMENT	Admin adds or deducts credit
REFUND_CREDIT	Credit issued for refund
REFUND_CLAWBACK	Cashback reversed on refund
ORDER_PAYMENT	Credit used at checkout

---

Common Tasks

"How do I..."

Task	Guide
Create my first tier	Creating Tiers
Find a specific customer	Customers Page
See why cashback was X amount	Calculation Rules
Give a customer bonus credit	Edit Store Credit
Promote a customer to VIP tier	Manual Tier Assignment
Check a customer's order history	Customer Details

---

Next Steps

• New to RewardsPro? Start with Creating Membership Tiers

• Need to configure settings? See Configuration

• Want advanced features? Check Advanced Features