What is Kefi: Loyalty Program Rewards? (Complete Overview)
In today’s competitive e-commerce landscape, acquiring a new customer is often more expensive than retaining an existing one. Kefi: Loyalty Program Rewards is designed to help you build a community of loyal advocates by rewarding them for their engagement, purchases, and milestones.
By integrating a structured points system directly into your Shopify store, Kefi transforms the shopping experience from a simple transaction into a rewarding journey.
Key Benefits & Use Cases
Drive Repeat Purchases: Encourage customers to return by giving them points that translate into real savings.
Increase Customer Lifetime Value (CLV): Gamify the shopping experience to keep your brand top-of-mind.
Build Brand Advocacy: Reward customers for simple actions like signing up or visiting your store daily.
Customizable Incentives: Tailor your rewards to match your brand’s margins, whether through flat discounts, percentages, or free products.
Core Feature: The Points Program
The heart of Kefi is the Points Program. It is divided into two main categories: Ways to Earn (how customers collect points) and Ways to Redeem (how they spend them).
1. Ways to Earn
Encourage your customers to engage with your brand by offering multiple avenues to accumulate points. Currently, Kefi supports:
Place an Order: Reward customers for their financial investment in your brand.
Sign Up: Give an immediate incentive for new customers to create an account.
Daily Visit: Build a daily habit by rewarding customers just for stopping by your store.
Birthday Celebration: Make your customers feel special with a points bonus on their big day.
Deep Dive: "Place an Order" Rule
This is the primary way most customers will earn points. When you configure this rule, you have full control over the earning logic:
A. Earning Configuration
You can choose between two primary methods for calculating rewards:
Incremental (Points based on amount spent): This rewards higher-spending customers more. For example: Earn 5 points for every $1 spent.
Fixed points per order: Regardless of the order value, the customer receives a set amount. For example: Earn 100 points for every order.
B. Customization & Display
Title: This is the name of the reward shown to customers in the Loyalty UI. It supports dynamic variables to make the rewards feel personalized.
Icon: Use the Default icon or Upload your own to ensure the loyalty interface matches your store's unique branding and aesthetic.
C. Rule Management
Summary: View a quick "Rule Overview" to verify exactly how the math works before going live.
Status: Toggle the rule between Active or Disabled at any time to pause or launch specific earning campaigns.
Sign Up
Encourage new visitors to become members of your community by awarding points for creating an account.
Title: Displayed to customers in the loyalty widget (e.g., "Sign Up").
Earning Configuration: Set a specific number of points awarded upon account creation (e.g., 100 points).
Note: Existing customers who haven't yet earned this reward will also receive these points upon their first sign-in after the rule is activated.
Summary: Displays the rule overview, such as "Earn 100 points when creating an account".
Status: Use the Active or Disabled radio buttons to control the rule's availability.
Icon: Customize the visual representation using the Default icon or a custom Upload.
Daily Visit
The Daily Visit rule is a powerful retention tool that encourages customers to return to your store frequently, even if they aren't ready to make a purchase that day.
Title: The name of the reward as it appears in the loyalty widget (e.g., "Daily Visit"). It supports dynamic variables for a more engaging customer experience.
Earning Configuration:
Points earned: Define exactly how many points a customer receives just for visiting your storefront.
Max visits per day: Set a limit on how many times a customer can earn these points within a 24-hour period (typically set to 1).
Summary: Provides a clear Rule overview of your settings, such as "Earn 10 points per visit (max 1 time per day)".
Status: You can set the rule to Active to start rewarding visitors immediately or Disabled to pause the incentive.
Icon: Choose between the Default calendar icon or Upload your own custom asset to ensure the UI feels like a native part of your brand.
Birthday Celebration
The Birthday Celebration rule allows you to build a more personal connection with your customers by awarding them a points bonus on their special day.
Title: The public name of the reward shown in the customer UI (e.g., "Happy Birthday"). This field supports dynamic variables for personalized messaging.
Earning Configuration:
Points earned: Specify the total number of points a customer receives on their birthday (e.g., 100 points).
Advance Notice: You can enable the "Require birthday to be set at least X days before it occurs" option to prevent users from changing their birth date just to claim immediate points.
Summary: Shows a quick snapshot of the active settings, such as "Earn 100 points on birthday".
Status: Toggle the rule to Active to start celebrating with your customers or Disabled to turn it off.
Icon: Use the Default birthday cake icon or Upload your own custom graphic to match your brand's aesthetic.
2. Ways to Redeem Points
The Ways to Redeem section is where you define how customers can exchange their accumulated points for valuable rewards. Offering a variety of redemption options keeps your customers motivated to continue earning.
Percentage Off
This rule allows customers to redeem a set number of points for a percentage-based discount on their order.
Title: The name of the reward shown in the customer UI (e.g., {percent}% Off). This supports dynamic variables to automatically reflect your configuration.
Reward Configuration:
Points cost: Define how many points the customer must spend to get the discount (e.g., 500 points).
Discount value: Set the percentage amount the customer will receive (e.g., 10%).
Minimum Purchase Requirements: Choose whether the discount requires a minimum order value to be used (e.g., "None" or "Minimum purchase amount").
Reward Expiration: Manage how long the reward remains valid once redeemed. You can set it to Never expire or Expire after (days).
Discount Combination: Select if this reward can be used alongside other existing discounts, such as Product discounts, Order discounts, or Shipping discounts.
Rule Overview: Provides a summary of the reward logic, such as "Redeem 500 points to get 10% off".
Status: Toggle between Active or Disabled to control if this reward is available to customers.
Icon: Choose the Default percentage icon or Upload your own to customize the appearance in the Kefi Loyalty UI.
Free Shipping
The Free Shipping reward is an excellent way to reduce cart abandonment by allowing customers to eliminate shipping costs in exchange for their points.
Title: The name of the reward shown to your customers (e.g., "Free Shipping"). This field supports dynamic variables for a more personalized experience.
Reward Configuration:
Point Cost: Specify how many points are required to unlock this reward (e.g., 500 points).
Shipping Cap: You can set the reward to apply only when the shipping cost is up to a certain amount to protect your margins.
Minimum Purchase Requirements: Choose if this reward is available for all orders (None) or only when a customer reaches a Minimum purchase amount.
Reward Expiration: Decide if the generated discount code Never expires or will Expire after (days).
Discount Combination: Select whether customers can combine this free shipping reward with other active discounts, such as Product discounts or Order discounts.
Summary: Provides a clear rule overview, such as "Redeem 500 points to get free shipping" and the expiration details (e.g., "Expires 30 days after redemption").
Status: Toggle the reward to Active to make it live or Disabled to hide it from your store.
Icon: Use the Default shipping truck icon or Upload your own custom asset to represent the reward in the Kefi Loyalty UI.
Amount Off
The Amount Off rule lets customers trade their points for a fixed dollar-value discount on their purchase. This is a highly effective way to provide clear, tangible value to your loyalty members.
Title: The name of the reward as it appears to the customer (e.g., "Amount Off"). This field supports dynamic variables for personalized reward titles.
Reward Configuration: Choose how the fixed discount is structured:
Fixed discount: A set points cost for a set dollar amount (e.g., Spend 500 points to get $5 off).
Incremental discount: A flexible option where customers choose how many points to redeem based on a ratio (e.g., Every 100 points = $1 off).
Points Cost & Discount Value: Define the specific point requirement and the corresponding dollar amount (e.g., 500 points for a $5.00 discount).
Minimum Purchase Requirements: Set whether a customer must spend a certain amount to use this discount, choosing between None or a Minimum purchase amount.
Reward Expiration: Manage the lifespan of the reward code by selecting Never expires or Expire after (days) (e.g., 30 days).
Discount Combination: Control whether this reward can be stacked with other discounts, such as Product, Order, or Shipping discounts.
Summary: View a real-time overview of your rule, such as "Redeem 500 points to get $500 off," along with the expiration terms.
Status: Toggle the rule to Active to make it available to your customers or Disabled to take it offline.
Icon: Keep the Default cash icon or Upload your own custom icon to match your brand's style in the Kefi Loyalty UI.
Free Product
The Free Product reward is a highly engaging way to drive interest by allowing customers to "buy" specific items entirely with their points. This physical incentive often carries a higher perceived value than a standard discount.
Title: The reward name displayed in the loyalty UI (e.g., "Free Product"). It supports dynamic variables for a personalized customer view.
Reward Configuration:
Points cost: Set the exact number of points a customer must exchange for the item (e.g., 500 points).
Free Product Section: Use the Change Selection tool to browse your Shopify catalog and select the specific product (and variants) you wish to offer.
Minimum Purchase Requirements: Choose if the customer can redeem this alone (None) or if they must reach a Minimum purchase amount in their cart to apply the free product reward.
Reward Expiration: Define how long the redemption code remains valid. Options include Never expires or Expire after (days).
Discount Combination: Select if this reward can be stacked with other active promotions, specifically Product discounts or Shipping discounts.
Summary: Provides a clear overview of the active logic, such as "Redeem 500 points to get [Product Name] for free," alongside its expiration status (e.g., "Expires 30 days after redemption").
Status: Toggle between Active to make the product available for redemption or Disabled to remove it from the store.
Icon: Use the Default gift box icon or Upload your own custom asset to represent the free product in the Kefi Loyalty UI.
Viewing Customer Loyalty Activity
Once your points program is live, managing and monitoring your members is essential for a successful loyalty strategy. The Customers section provides a centralized hub to track how your shoppers are interacting with your program.
You can access this area by clicking on Customers in the left-hand navigation menu of the Kefi app.
Customer Directory Overview
The directory provides a high-level view of your entire customer base and their loyalty status. The table includes the following key information:
Name & Email: Quickly identify individual customers and their contact details.
Status: See at a glance whether a customer is a registered Member or a Guest.
Points: View the current points balance for every shopper.
Date Joined: Track when a customer first became part of your loyalty program.
Key Actions
Sync Customers: Use the Sync Customers button in the top right corner to ensure your loyalty data is perfectly aligned with your Shopify store's latest information.
Search & Filter: Easily locate specific shoppers using the search bar or filter the list to view only specific segments, such as program members.
Sort Data: Click on headers like "Points" or "Date Joined" to sort your list and identify your most loyal advocates or newest sign-ups.
On-site Content: Customizing the Storefront Experience
The On-site Content section is where you design the visual interface your customers interact with. By customizing these elements, you ensure your loyalty program feels like a native, professional part of your brand.
You can manage these settings by navigating to On-site content in the left-hand sidebar menu.
1. Loyalty Widget
The Loyalty Widget is the primary touchpoint for your customers to check their points balance, discover ways to earn, and redeem rewards while they shop.
Floating Widget: General Settings
Under the General tab, you can control the core aesthetic of your widget to match your store’s branding.
Brand Colors:
Primary Color: This color automatically cascades to buttons, icons, and the widget header.
Secondary Color: This color is primarily used for text elements within the widget.
Button Styles:
Button Color: Customize the background color of action buttons (e.g., "Claim rewards").
Button Text Color: Ensure your button labels are easily readable by selecting a contrasting text color.
Header Background:
Header Background Type: Choose your background style, such as a Gradient.
Gradient Start & End: Define the specific colors for your header's gradient effect (e.g., transitioning from blue to purple).
Header Text Color: Set the color for the text displayed in the header area (e.g., "Your balance").
Icons:
Icon Color: While icons typically inherit the primary brand color, you can choose to customize them independently to make them stand out.
Real-Time Preview
As you make changes, the Preview pane on the right allows you to see exactly how the widget will look on both Desktop and Mobile views before you save. You can also use the Disable Widget or Preview Widget buttons at the top to manage its live status on your store.
Loyalty Widget: Content Customization
While the General tab handles the aesthetic, the Content tab allows you to customize every piece of text within the widget to match your brand's voice and tone. This ensures a personalized experience for both new visitors and loyal members.
1. Header / Hero (Logged In)
Customize what your active members see at the very top of the widget.
Title (Logged In): The text shown directly above the customer's current points balance (e.g., "Your balance").
Points Label: The unit name shown next to the numerical balance (e.g., "points").
2. Logged Out State
This content is specifically designed to convert guest visitors into program members.
Guest Banner - Top Line: Small introductory text at the top of the widget (e.g., "Welcome to").
Guest Banner - Main Text: Large text highlighting your program name; supports the {store name} variable.
Join Card Title: The main headline encouraging visitors to join (e.g., "Join our rewards program").
Join Card Subtitle: Supporting text to explain the benefit (e.g., "Earn points and get rewards").
Primary CTA (Logged Out): The call-to-action button text for the signup process (e.g., "Sign up").
3. Logged In State
Configure the specific messaging shown to your members when they have rewards waiting.
Rewards Available Title: The heading shown when a user has enough points to claim a reward (e.g., "Rewards Available").
Rewards Available Subtitle: Use the {n} variable to show the exact number of rewards ready for them (e.g., "You have {n} rewards to claim").
Claim Rewards Button: The text on the button that directs them to their available prizes (e.g., "Claim rewards").
4. Section Labels
These labels act as the primary navigation headings within the floating widget.
Ways to Earn Label & Subtitle: Directs users to the tasks they can complete for points (e.g., "Ways to earn" / "Collect points as you shop").
Ways to Redeem Label & Subtitle: Directs users to the rewards they can "buy" with points (e.g., "Ways to redeem" / "Turn points into discounts").
My Discounts Label & Subtitle: Where customers find their already-claimed reward codes (e.g., "My discounts").
History Button Label: Text for the button that allows users to see their past points activity (e.g., "History").
Launcher Settings
The Launcher is the persistent button on your storefront that customers click to open the loyalty widget. Proper placement and visibility ensure your rewards program is always accessible without obstructing the shopping experience.
1. Visibility
Choose which devices will display the loyalty launcher:
Mobile only: Hidden on desktop, visible only to smartphone users.
Desktop only: Visible on computers, hidden on mobile devices.
Both: Recommended for maximum engagement across all platforms.
2. Position
Use the Screen Position dropdown to choose where the launcher sits on the page. Popular options include Bottom Right or Bottom Left.
3. Appearance
Customize the look of the button to grab attention while staying on-brand:
Launcher Title: The text shown on the button (e.g., "Rewards").
Icon Selection: Choose from a variety of symbols—such as a gift box, heart, percentage sign, or trophy—to visually represent your program.
2. Loyalty Page
The Loyalty Page is a dedicated landing page on your store that serves as the central hub for your rewards program. It is designed to tell your brand’s story and provide a comprehensive view of how customers can engage with your loyalty system.
How it Works
Setting up your loyalty page is a simple three-step process that integrates directly with your Shopify Theme Editor:
Create the Page: Set up your basic page structure and add SEO details.
Add Blocks: Use the Shopify theme editor to populate the page with specific loyalty blocks.
Customize & Publish: Adjust the text, colors, and layout to match your store. All changes save automatically.
Adding Page Content
You can build a professional landing page by adding the following content blocks:
Loyalty Banner: A branded header section where you can welcome customers, customize text, and upload a custom background image.
How it Works: A section that clearly explains the steps for customers to participate in the program.
Ways to Earn: Highlight the most exciting actions customers can take to accumulate points.
Ways to Redeem: Show off the rewards customers can claim with their points.
Optimizing for Success
To ensure your loyalty page is effective and easy to find, follow these optimization steps:
Update SEO Details
Navigate to your Shopify store pages and select your loyalty landing page.
Click "Edit website SEO" and enter your relevant keywords and descriptions.
Click "Save" to apply the changes.
Add to Store Navigation Make the page discoverable by adding it to your main or footer menu:
Go to Online Store → Navigation.
Select the desired menu.
Click "Add menu item" and link it to your loyalty page.
Deactivating Your Page
If you need to hide or remove the page:
Hide: Navigate to the page in your Shopify admin and change the visibility to "Hidden".
Delete: Scroll to the bottom of the page settings and click "Delete page".
3. Customer Account Page
The Customer Account Page integration gives logged-in members a dedicated space to manage their points and rewards directly within their existing Shopify account area. This ensures a seamless user experience, keeping all loyalty activity in one professional location.
How it Works
Setting up this integration involves adding an app extension via your Shopify theme editor:
Open Theme Editor: Click the "Set up in theme editor" button to jump directly to your Shopify customer account settings.
Add the Loyalty Extension: Locate the "Kefi Loyalty Hub" extension within the app extensions section of the editor and add it to your page.
Enable & Save: Ensure the extension is toggled to "enabled" and click "Save" in the theme editor.
What You'll Add
Loyalty Hub Extension: This block displays a comprehensive overview of a member's loyalty points, rewards, and recent activity.
The Customer Experience
Once active, customers will see a full breakdown of their status on their account page:
Current points balance: Their live total.
Active rewards: Any discount codes they have already redeemed but not yet used.
Engagement options: Direct links to Ways to earn more points and Ways to redeem their current balance.
Managing Visibility
If you need to hide or remove this feature, you can do so at any time through the theme editor:
Disable: Toggle the extension off to hide the content while keeping the configuration saved.
Remove from Menu: Uncheck the "Add to menu" option to prevent the loyalty link from showing in the customer's account navigation.
Need Help?
Our support team is here to help you succeed with Kefi:
Live Chat: Available directly within the Kefi Loyalty app
Email: wecare@keficommerce.com