sales-loyaltylion

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Chinese

LoyaltyLion Platform Help

LoyaltyLion平台帮助

Help the user with LoyaltyLion platform questions — from points/tiers/rewards setup and Klaviyo integration through custom loyalty pages, referral programs, analytics, omnichannel receipt upload, and API usage.

为用户解答LoyaltyLion平台相关问题——从积分/等级/奖励设置、Klaviyo集成，到自定义忠诚度页面、推荐计划、数据分析、全渠道收据上传及API使用。

Step 1 — Gather context

步骤1 — 收集上下文

references/learnings.md

exists, read it first for accumulated knowledge.

Ask the user:

What area of LoyaltyLion do you need help with?
- A) Points & earning rules — configuring how customers earn points
- B) Rewards — setting up reward catalog and redemption
- C) Tiers / VIP — creating tier levels and progression
- D) Referrals — setting up referral program
- E) Loyalty page — customizing the branded loyalty page
- F) Klaviyo integration — events, flows, loyalty data in emails
- G) Analytics — understanding loyalty metrics and revenue attribution
- H) API — Admin API or Headless API integration
- I) Shopify POS — in-store loyalty with Shopify POS
- J) Receipt upload — capturing omnichannel purchases
- K) Admin — billing, plan features, settings
- L) Something else — describe it
What's your ecommerce platform?
- A) Shopify
- B) Shopify Plus
- C) BigCommerce
- D) Magento
- E) Custom / headless
- F) Other
Which LoyaltyLion plan are you on?
- A) Free (Shopify App Store)
- B) Classic ($199/mo)
- C) Advanced
- D) Plus
- E) Not sure / evaluating

If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end.

若存在

references/learnings.md

，请先阅读其中积累的知识。

询问用户：

你需要LoyaltyLion哪方面的帮助？
- A) 积分与赚取规则——配置客户获取积分的方式
- B) 奖励——设置奖励目录与兑换规则
- C) 等级/VIP——创建等级层级与晋升机制
- D) 推荐——设置推荐计划
- E) 忠诚度页面——自定义品牌化忠诚度页面
- F) Klaviyo集成——事件、流程、邮件中的忠诚度数据
- G) 数据分析——理解忠诚度指标与收入归因
- H) API——Admin API或Headless API集成
- I) Shopify POS——搭配Shopify POS的线下门店忠诚度功能
- J) 收据上传——获取全渠道消费记录
- K) 管理后台——账单、套餐功能、设置
- L) 其他——请描述具体需求
你使用的电商平台是什么？
- A) Shopify
- B) Shopify Plus
- C) BigCommerce
- D) Magento
- E) 自定义/无头电商
- F) 其他
你使用的LoyaltyLion套餐是？
- A) 免费版（Shopify应用商店）
- B) 经典版（199美元/月）
- C) 进阶版
- D) 增强版
- E) 不确定/正在评估

若用户的请求已提供大部分此类上下文，可直接跳至相关步骤。 先基于合理假设（需明确说明）给出最佳答案，最后仅询问最关键的1-2个澄清问题。

Step 2 — Route or answer directly

步骤2 — 转接或直接解答

If the request maps to a specialized skill, route:

Loyalty strategy (platform-agnostic) →
```
/sales-loyalty
```
Email marketing strategy →
```
/sales-email-marketing
```
SMS marketing strategy →
```
/sales-sms-marketing
```
Klaviyo platform help →
```
/sales-klaviyo
```
Tool integration architecture →
```
/sales-integration
```

Otherwise, answer directly using the reference below.

若请求对应特定专业技能，进行转接：

忠诚度策略（跨平台）→
```
/sales-loyalty
```
电子邮件营销策略→
```
/sales-email-marketing
```
SMS营销策略→
```
/sales-sms-marketing
```
Klaviyo平台帮助→
```
/sales-klaviyo
```
工具集成架构→
```
/sales-integration
```

否则，参考下文直接解答。

Step 3 — LoyaltyLion platform reference

步骤3 — LoyaltyLion平台参考资料

Read
references/platform-guide.md
for detailed module documentation, pricing, integrations, and data model.

You no longer need the platform guide details — focus on the user's specific situation.

阅读
references/platform-guide.md
获取详细的模块文档、定价、集成及数据模型信息。

无需再关注平台指南细节——专注于用户的具体场景。

Step 4 — Actionable guidance

步骤4 — 可落地指导

Based on the user's question, provide step-by-step guidance. Always:

Reference the correct plan requirements for the feature
Include Klaviyo integration steps when the user mentions email or flows
Mention the relevant API endpoints when the user is building custom integrations
Flag plan-gated features early so the user doesn't waste time on unavailable functionality

根据用户问题提供分步指导，需始终做到：

提及功能对应的套餐要求
当用户提到邮件或流程时，包含Klaviyo集成步骤
当用户构建自定义集成时，提及相关API端点
提前标记套餐专属功能，避免用户在无法使用的功能上浪费时间

Gotchas

注意事项

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

Klaviyo Events require Advanced add-on or Plus — the basic Klaviyo integration (data sync, email flows) is on Classic, but event triggers for advanced flows need the add-on or Plus plan. Verify before building flows that depend on events.
VIP tiers are Advanced+ only — if a user is on Classic and asks about tiers, they need to upgrade. Don't walk them through tier setup without flagging this.
Multi-currency limitations — stores can only be grouped together if they share the same currency. Multi-currency Shopify stores may need separate LoyaltyLion setups.
Pricing scales with order volume — the base price covers a set number of orders/month (Classic = 500, Advanced = 4,000, Plus = 10,000+). Overages increase cost.
Integration depth varies — some third-party integrations (especially outside the Shopify ecosystem) may be limited. G2 reviewers note that API capabilities can feel dated for complex custom integrations.
ReCharge limitations — LoyaltyLion can generate ReCharge coupons, but you can't reward customers for ongoing subscription loyalty (month-over-month). Workaround: use the API to credit points via webhooks on subscription renewals.
Free plan is very basic — the Shopify App Store free tier is a trial/evaluation tool, not a production-ready loyalty program. Most meaningful features require Classic ($199/mo).
Receipt upload is omnichannel, not automatic — customers manually upload receipts for in-store or third-party purchases. Receipts require manual or automated approval.

Self-improving: If you discover something not covered here, append it to
```
references/learnings.md
```
with today's date.

基于研究的最佳实践——请重点关注套餐专属功能和集成陷阱相关内容，这类信息可能过时。

Klaviyo Events需要进阶版附加包或增强版——基础Klaviyo集成（数据同步、邮件流程）在经典版可用，但触发高级流程的事件需要附加包或增强版套餐。在构建依赖事件的流程前请先确认。
VIP等级仅进阶版及以上支持——若用户使用经典版并询问等级相关问题，需告知其需要升级。在未标记此限制前，不要指导用户进行等级设置。
多币种限制——只有使用相同币种的店铺才能分组。多币种Shopify店铺可能需要单独设置LoyaltyLion。
定价随订单量递增——基础价格包含每月固定订单量（经典版=500单，进阶版=4000单，增强版=10000+单）。超出部分会增加成本。
集成深度差异——部分第三方集成（尤其是Shopify生态外的）可能受限。G2评论指出，对于复杂自定义集成，API功能可能略显陈旧。
ReCharge限制——LoyaltyLion可生成ReCharge优惠券，但无法为持续订阅忠诚度（逐月订阅）奖励客户。解决方法：使用API通过订阅续订的webhook为客户添加积分。
免费版功能非常基础——Shopify应用商店的免费版是试用/评估工具，并非生产可用的忠诚度计划。大部分实用功能需要经典版（199美元/月）。
收据上传为全渠道功能，但非自动——客户需手动上传线下或第三方平台消费的收据。收据需要手动或自动审核。

自我优化：若发现此处未覆盖的内容，请将其添加至
```
references/learnings.md
```
并标注日期。

Related skills

Examples

示例

Example 1: Setting up a loyalty program for a Shopify store

示例1：为Shopify店铺设置忠诚度计划

User says: "I just installed LoyaltyLion on my Shopify store. How do I set up a basic points program?" Skill does: Walks through earning rule configuration (points per $, sign-up bonus, review bonus), creating 3-4 rewards at different thresholds ($5 off at 100 points, $15 off at 300, free shipping at 200), setting up the branded loyalty page, and connecting Klaviyo for welcome and points-earned emails. Result: Fully configured points program with rewards and email integration

用户提问："我刚在Shopify店铺安装了LoyaltyLion，如何设置基础积分计划？" 技能操作：指导用户配置赚取规则（每消费1美元得X积分、注册奖励、评价奖励），创建3-4个不同阈值的奖励（100积分兑换5美元折扣、300积分兑换15美元折扣、200积分兑换免运费），设置品牌化忠诚度页面，并连接Klaviyo以发送欢迎邮件和积分到账邮件。结果：完成包含奖励和邮件集成的完整积分计划配置

Example 2: Connecting LoyaltyLion to Klaviyo for advanced flows

示例2：连接LoyaltyLion与Klaviyo以实现高级流程

User says: "I want to send automated emails when customers are close to earning a reward. How do I set this up?" Skill does: Explains Klaviyo Events (requires Advanced add-on or Plus), walks through enabling the integration, creating a Klaviyo flow triggered by the "approaching reward" event, and designing the email template with loyalty merge tags showing points balance and reward threshold. Result: Automated Klaviyo flow triggered by LoyaltyLion loyalty events

用户提问："我想在客户即将获得奖励时发送自动化邮件，该如何设置？" 技能操作：解释Klaviyo Events（需要进阶版附加包或增强版），指导用户启用集成，创建由"接近奖励"事件触发的Klaviyo流程，并设计包含忠诚度合并标签（显示积分余额和奖励阈值）的邮件模板。结果：实现由LoyaltyLion忠诚度事件触发的自动化Klaviyo流程

Example 3: Building a custom loyalty widget with the Headless API

示例3：使用Headless API构建自定义忠诚度组件

User says: "We're on a Hydrogen storefront and need to show loyalty points on product pages" Skill does: Points to the Headless API and TypeScript client (

@loyaltylion/headless-api-client

), explains authentication, shows how to fetch customer points balance and display "Earn X points with this purchase" on product pages, and references the Hydrogen reference store on GitHub. Result: Custom loyalty widget rendering on a headless Shopify storefront

用户提问："我们使用Hydrogen店铺前端，需要在商品页面显示忠诚度积分" 技能操作：指向Headless API和TypeScript客户端(

@loyaltylion/headless-api-client

)，解释认证方式，展示如何获取客户积分余额并在商品页面显示"购买此商品可获得X积分"，并参考GitHub上的Hydrogen参考店铺。结果：在无头Shopify店铺前端渲染自定义忠诚度组件

Troubleshooting

故障排查

Klaviyo not receiving loyalty events

Klaviyo未接收忠诚度事件

Symptom: Loyalty events (reward claimed, tier upgrade) not triggering Klaviyo flows Cause: Klaviyo Events are gated to Advanced (as add-on) or Plus plans. Basic Klaviyo integration only syncs profile data, not real-time events. Solution: 1) Verify your plan supports Klaviyo Events (check LoyaltyLion billing). 2) Re-enable the Klaviyo integration in settings. 3) Test by triggering a loyalty action and checking Klaviyo's Activity Feed for the event. 4) If on Classic, the basic integration syncs data but won't send events — upgrade or add the Events add-on.

症状：忠诚度事件（奖励领取、等级升级）未触发Klaviyo流程原因：Klaviyo Events仅对进阶版（附加包）或增强版开放。基础Klaviyo集成仅同步用户资料数据，不支持实时事件。 解决方案：1) 确认你的套餐支持Klaviyo Events（查看LoyaltyLion账单）。2) 在设置中重新启用Klaviyo集成。3) 通过触发忠诚度操作并检查Klaviyo活动 feed中的事件进行测试。4) 若使用经典版，基础集成仅同步数据但不会发送事件——需升级或添加Events附加包。

Points not appearing for in-store purchases

线下消费未获得积分

Symptom: Customers earn points online but not when buying in-store via Shopify POS Cause: Shopify POS integration requires Advanced or Plus plan. Even on supported plans, POS must be explicitly enabled. Solution: 1) Confirm you're on Advanced or Plus. 2) Enable Shopify POS integration in LoyaltyLion settings. 3) Ensure staff are using the LoyaltyLion POS app at checkout. 4) For non-Shopify POS, use the receipt upload feature instead.

症状：客户在线上消费可获得积分，但通过Shopify POS线下消费无法获得原因：Shopify POS集成需要进阶版或增强版。即使在支持的套餐下，也需明确启用POS功能。 解决方案：1) 确认你使用的是进阶版或增强版。2) 在LoyaltyLion设置中启用Shopify POS集成。3) 确保员工在结账时使用LoyaltyLion POS应用。4) 对于非Shopify POS，使用收据上传功能替代。

Loyalty page not matching store branding

忠诚度页面与店铺品牌不符

Symptom: The default loyalty page looks generic or doesn't match the store's design Cause: LoyaltyLion builds the initial loyalty page on Classic+, but customization may be limited on lower plans. Solution: 1) On Classic, request a custom build from LoyaltyLion's onboarding team. 2) On Advanced+, use the loyalty page editor to adjust colors, fonts, and layout. 3) For full control, use the Headless API + SDK to build a completely custom page embedded in your storefront.

症状：默认忠诚度页面样式通用，与店铺设计不匹配原因：LoyaltyLion会为经典版及以上用户生成初始忠诚度页面，但低版本套餐的自定义权限有限。 解决方案：1) 经典版用户可向LoyaltyLion的入职团队申请自定义构建。2) 进阶版及以上用户可使用忠诚度页面编辑器调整颜色、字体和布局。3) 若需要完全控制，使用Headless API + SDK构建嵌入店铺前端的完全自定义页面。",