Introduction

The AnnexCloud Loyalty Studio is a Shopify loyalty management app that helps you create, manage, and optimise customer loyalty across online stores. It offers a central platform to configure loyalty programs, manage storefront widgets, handle multilingual translations, set metadata, and monitor system activities.

The platform supports both single-store and multi-store environments, allowing businesses to manage loyalty operations efficiently across different storefronts and regions. Through its structured setup workflow, you can configure deployment regions, loyalty site details, webhook integrations, customer enrollment mappings, and storefront experiences with minimal effort.

The application is divided into multiple modules, each serving a specific operational purpose:

• Home – Provides a centralized dashboard with loyalty activity summaries, system health indicators, recent events, and operational statistics.
• Loyalty Configuration – Allows you to configure deployment regions, site IDs, webhook settings, customer enrollment attributes, and store mappings.
• Translations – Enables multilingual support by allowing you to manage translated labels, store page content, and localization settings for different languages and markets.
• Experience Placement – Helps you manage loyalty widget placement across storefront pages such as Product, Cart, and Checkout pages using advanced placement controls and display rules.
• Metadata Definitions – Allows configuration of metadata namespaces, metafields, metaobjects, access permissions, and loyalty-related customer attributes.
• Logs – Provides detailed activity monitoring, error tracking, warning analysis, and operational event logs for troubleshooting and system visibility.

The application is designed to improve customer engagement, increase repeat purchases, and provide personalized loyalty experiences through configurable loyalty workflows and storefront integrations. With support for translations, metadata management, advanced placement rules, and operational monitoring, the AnnexCloud Loyalty Studio offers a complete loyalty ecosystem for Shopify merchants.

AnnexCloud Loyalty helps merchants build stronger customer relationships through personalized rewards, loyalty benefits, tier-based experiences, targeted promotions, and seamless checkout redemption. The app enables brands to increase customer retention, drive repeat purchases, and grow loyalty program participation across the shopping journey.

Benefits

• Encourage repeat purchases with personalized loyalty rewards and benefits.
• Strengthen customer loyalty through tier-based experiences and targeted promotions.
• Increase customer retention with personalized reward programs.
• Reward customers and drive engagement through exclusive loyalty benefits.
• Improve loyalty program participation across the shopping journey.
• Create seamless reward redemption experiences during checkout.
• Deliver personalized loyalty experiences based on customer segments and tiers.

App Overview

• AnnexCloud Loyalty makes it easy to launch, manage, and optimize loyalty experiences across your Shopify store.
• Increase customer enrollments and drive repeat purchases by showcasing personalized loyalty benefits to both members and non-members throughout the shopping journey. Highlight rewards, points, tiers, and exclusive offers using customizable loyalty content tailored to your brand.
• Merchants can manage loyalty messaging, benefit labels, and promotional content while delivering targeted experiences based on customer tiers, segments, or campaigns.
• Customers can seamlessly redeem rewards during checkout, creating a frictionless experience that encourages engagement and repeat purchases.

Key Features

• Easy loyalty program setup and configuration
• Dynamic loyalty content and messaging management
• Customizable labels for loyalty benefits and rewards
• Display loyalty benefits to both members and guest shoppers
• Increase loyalty program enrollments through targeted messaging
• Personalized experiences based on customer tiers and segments
• Campaign-based loyalty benefit management
• Flexible reward redemption at checkout
• Block-based storefront placement for Product, Cart, and Checkout pages
• Centralized management of loyalty experiences

Merchant Benefits

• Increase loyalty program enrollment rates
• Encourage repeat purchases and customer retention
• Promote loyalty benefits throughout the customer journey
• Deliver personalized reward experiences
• Reduce setup complexity with no-code configuration
• Improve customer engagement with targeted loyalty messaging
• Create a seamless reward redemption experience at checkout

Perfect For

• Brands looking to launch or expand a loyalty program
• Merchants focused on customer retention and repeat purchases
• Stores that want to personalize rewards by customer segment or tier
• Shopify merchants seeking flexible loyalty experiences across storefront and checkout

Login Steps

1. Open the Shopify login page.
2. Click the Log in button available at the top-right corner or the center of the page.
3. Enter your registered Shopify email address and password.
4. Complete any required authentication or verification process.
5. After successful login, the Shopify admin dashboard will open.
6. Select the required store: Below are the demo store for documentation purpose.

• annexcloud-test-store for single-site
• AnnexCloud Loyalty Studio-demo-store for multi-site

7. Open the AnnexCloud Loyalty Studio from the Shopify Apps section to begin loyalty configuration and setup. The app name will be Annex Cloud Loyalty Studio, once it is published on Shopify store.

After that you need to click on the AnnexCloud Loyalty Studio to setup the required configuration. Under that you have following setup page:

• Home – Navigate to the main loyalty program dashboard.
• Get Started – Access the initial setup and onboarding configuration.
• Configuration – Manage loyalty program settings and preferences.
• Widget Placements – Configure where loyalty widgets appear on the storefront.
• Translations – Customize and manage display text, labels, and messages used throughout the loyalty experience.
• Store Metadata – View and manage store-related information and metadata settings.

Home Page

This page provides an overview of the loyalty platform and its core features before configuration begins. It emphasizes ease of setup, flexibility, centralized management, and scalability for businesses operating in single or multiple regions. Users can review the benefits of the solution, understand what functionality becomes available after setup, and initiate the onboarding process by selecting Get Started.

Note: Clicking Get Started directs you to the configuration page.

What You Unlock After Setup

Get Started

The Get Started page serves as the onboarding dashboard for setting up the loyalty program. It provides a step-by-step setup guide and displays the current progress of the configuration process. As each setup task is completed, its status is automatically updated to Done, allowing you to easily track their implementation progress and identify any remaining configuration steps.

The setup workflow is divided into multiple stages:

• Features – Introduces the available loyalty program capabilities and provides an overview of the functionalities that can be enabled for the store.
• Connect – Establishes the connection between the store and the loyalty platform, ensuring data synchronization and feature availability.
• Widgets – Configures loyalty widgets that will be displayed on storefront pages, allowing customers to view and interact with loyalty information.
• Extensions – Enables additional platform extensions and integrations to enhance loyalty program functionality.
• Translations – Configures language translations for loyalty content to support localized customer experiences.
• Launch – Final review and activation step that makes the loyalty program available to customers.

As each step is completed successfully, the corresponding status indicator changes to Done, providing clear visibility into the setup progress.

Core Capabilities

The Core Capabilities section highlights the primary features available within the loyalty platform.

Customer Loyalty Dashboard

Provides customers with a centralized loyalty dashboard where they can view loyalty points, rewards, tier status, transaction history, and available redemption options. This dashboard serves as the main interface for managing customer loyalty activities.

Checkout Rewards Engine

Allows loyalty rewards and point-related information to be displayed directly during the checkout process. Customers can view eligible rewards, available points, and redemption opportunities before completing their purchase, improving engagement and reward utilization.

POS Loyalty Integration (Future Enhancement)

Note: POS Loyalty Integration is planned for a future release and is not currently available for implementation.

This feature will extend loyalty functionality to Point-of-Sale (POS) environments, enabling store staff to access customer loyalty information, apply rewards, and manage loyalty-related actions directly from physical retail locations.

Multi-Region & Multi-Market

Supports deployment across multiple regions and markets. You can configure separate loyalty settings for different Shopify markets, enabling localized experiences, region-specific configurations, and market-based loyalty management.

Additional Capabilities

Rule-Based Widget Visibility

Provides dynamic control over widget display based on predefined conditions. Widgets can be shown or hidden according to customer authentication status, customer attributes, API responses, or custom business rules without requiring code changes.

Metadata & Webhook Automation

Automatically synchronizes loyalty-related information through Shopify metafields and webhook events. This capability helps maintain updated loyalty data across orders, customers, refunds, and other store activities while supporting automated workflows.

Multi-Language Translations

Enables localization of loyalty content for multiple languages and markets. You can manage translations for dashboards, checkout experiences, POS interfaces, and order-related loyalty messaging from a centralized location.

Custom Enrollment Attributes

Allows you to define and capture additional customer information during the loyalty program enrollment process. Custom attributes can be configured using predefined or custom fields, helping businesses collect data relevant to their loyalty strategy.

Theme App Blocks

Provides no-code placement of loyalty widgets throughout the storefront using Shopify Theme App Blocks. You can easily add loyalty components to product pages, cart pages, and other storefront locations without modifying theme code.

Loyalty Configuration

Welcome page

The Welcome Page serves as the introductory screen of the Loyalty Configuration module. This page provides a brief overview of the loyalty setup process and prepares users to configure the loyalty system for their store. It introduces the configuration workflow and highlights the key benefits of the setup process, such as regional awareness, secure integration, and quick onboarding.

The page acts as the starting point of the loyalty configuration journey and guides users to initiate the setup process by clicking the Get Started button.

Region Aware

• Highlights the importance of selecting the correct deployment region for the store.
• Ensures loyalty services are hosted and routed by the selected geographical region. Also, this highlights the market, e.g., the US, UK

Note: Consult your Implementation Manager before selecting the region. Contact custintegrations@annexcloud.com

Secure & Reliable

• Indicates that the loyalty platform is built using secure APIs and webhooks.
• Ensures reliable communication between systems and secure data transmission.

Quick Setup

• Communicates that the loyalty system can be configured quickly with minimal setup effort.
• Helps users understand that onboarding is streamlined for faster implementation.

Get Started Button

• Allows users to proceed to the next configuration step.
• Redirects users to the Region and Site ID Configuration Page.

Region and Site ID configuration page

The Region and Site ID Configuration Page allows users to configure essential deployment details required for the loyalty system setup. This page is responsible for defining the hosting region, webhook routing preferences, and loyalty site identification.

The selected region determines where the loyalty services, APIs, and webhooks will be hosted and routed. Users are also required to enter a valid Loyalty Site ID, which uniquely identifies the store within the loyalty ecosystem.

Note: The Implementation Manager will share the Site ID once the merchant joins the loyalty program.

Configuration Parameters

1. Deployment Region

The Deployment Region defines the geographic hosting region for loyalty services and APIs.

Purpose:
Ensures optimal performance, reduced latency, and proper routing of loyalty-related services.

Setup Details:

• Users must select the appropriate region from the available dropdown list.
• Example value: AWS-US-DEV
• The selected region automatically determines the API endpoint configuration.

Impact:

• Controls system routing.
• Influences performance and response time.
• Determines service availability region.

2. Special Webhook Region (Optional)

Allows users to define a dedicated region for routing order webhooks separately from the standard gateway.

Purpose:
Provides flexibility for webhook routing and allows special handling for order-based loyalty workflows.

Setup Details:

• This field is optional.
• Users can either:
  • Use the standard gateway, or
  • Select a dedicated webhook region.
• Example default value: None (standard gateway)

Impact:

• Controls webhook traffic routing.
• Helps optimize webhook performance for guest checkout or loyalty-specific flows.

3. Loyalty Site ID

The Loyalty Site ID uniquely identifies the merchant/store in the loyalty system.

Purpose:
Associates the loyalty configuration with a specific merchant instance.

Setup Details:

• Users must enter the valid Site ID provided during onboarding.
• Example value: 197905020
• This value is mandatory for successful loyalty configuration.

Impact:

• Enables merchant-specific loyalty configuration.
• Connects loyalty APIs to the correct store.

Informational Panel

The right-side panel provides guidance regarding region selection:

1. Optimized Performance: Ensures loyalty traffic is routed through the selected region for better performance.
2. Secure & Reliable: Maintains high availability and secure service communication.
3. Automatic Configuration: API endpoints are configured automatically based on the selected deployment region.
4. Navigation Options

• Back Button: Returns to the previous step.
• Continue Button: Saves the configuration and navigates to the Site Details Page.

Site Details

The Site Details Page provides a summary view of the configured loyalty site information. This page displays the store details fetched using the configured Loyalty Site ID and allows users to review the information before proceeding further with loyalty setup.

The information displayed on this page helps validate whether the correct loyalty instance has been configured.

Global Store Configuration

The Global Store Configuration page allows you to configure platform-wide settings that apply across all stores and regions. This setup screen helps manage automated store mapping, cross-store purchasing capabilities, localization settings, and template associations. The interface uses toggle controls, mapping indicators, and action buttons to simplify configuration management during the setup process.

Note: The setup supports both Global Store and Single Store configurations. In a Single Store setup, loyalty settings are configured for one store and typically include a single market, such as the Store Market in the USA. In a Global Store setup, loyalty settings can be managed across multiple connected stores, regions, and markets. The image below illustrates the difference between these two configuration types.

Store Association Auto Mapper

Automatically maps and associates stores during the setup process without requiring manual intervention. This feature helps streamline onboarding by creating store relationships dynamically.

When you click Configure Mappings, the Store Association – Market Mapping pop-up window appears. In the Other Market Mappings section, you can add custom market mapping entries by clicking the "+" icon and providing a Custom Key and its corresponding Value. Once all required mappings have been added, click Save Mappings to apply and store the configuration.

Enable Cross-Store Purchase

Enables customers to earn and redeem loyalty rewards across different stores within the platform ecosystem. This supports a unified customer loyalty experience.

AnnexCloud Language Translator

Adds language context to loyalty API requests to provide localized and multilingual customer experiences across different regions and stores.

Extended Loyalty Attributes

This page allows you to configure additional user enrollment parameters and attribute mappings used during customer registration and loyalty user enrollment.

The module provides a structured interface for defining enrollment labels and their corresponding system values, enabling flexible customer data mapping and integration setup.

To add field mapping details, tick Enable user Enrollment Module, then click Add mapping and provide the following details:

Field Details

Current Setup

The Current Setup screen is the final step of the setup process where users can review the current setup and configure Webhook Events. This section helps manage customer event webhooks and metadata namespace attachments for store integrations.

This section displays the following details.

Widget Placements

The Loyalty Widgets for Your Store page allows you to manage and control loyalty program widgets displayed across their storefront. From this page, you can enable or disable loyalty widgets globally, monitor active widgets, configure widget visibility, manage placement settings, and define display rules. The page provides a centralized interface to ensure loyalty-related information such as points earning, rewards, and customer engagement features are displayed appropriately across different store pages.

Page Information

Loyalty Points – Cart

The Loyalty Points – Cart widget displays loyalty points summary and points earning preview directly within the shopping cart. This allows you to understand how many points they currently have and how many additional points they can earn from their cart purchase.

Example:
The image below shows a sample Loyalty Points – Cart widget on the Cart page. It summarizes the loyalty points you can earn from the products in your cart. In this example, you can earn 3,000 loyalty points from purchasing the selected product. Displaying loyalty rewards at this stage boosts customer engagement, highlights the loyalty program's value, and encourages completing the purchase.

Manage Placement

The Manage Placement section allows you to control where and how the loyalty widget appears on the storefront. It provides tools for positioning, customization, and rule management.

Open Extension Manager

Clicking this directs you to a page where you position the widget within the storefront layout and customize its appearance.

Example:
In the image below, you can see a sample Loyalty Points – Product Detail Page (PDP) widget displayed on a product page. The widget provides a preview of the loyalty points you can earn by purchasing the selected product. In this example, purchasing the product will earn you 3,000 loyalty points. Displaying loyalty information directly on the product page helps you understand the rewards available before adding an item to your cart, increases awareness of loyalty program benefits, and encourages purchase decisions by highlighting the value you can gain from the transaction.

Advanced Settings

The Advanced Settings panel provides additional configuration options for widget placement and rule testing.

Example:
In the image below, you can see a sample Loyalty Points – Cart widget displayed on the Cart page with an active loyalty campaign applied. The widget shows the loyalty points you can earn from the products currently in your cart, along with additional campaign-based benefits and bonus multipliers. In this example, you can earn 1,200 loyalty points, including rewards from the active campaign and bonus earning opportunities. This enhanced view helps you clearly understand the value of your purchase, promotes participation in loyalty campaigns, and encourages you to complete your order to maximize your rewards.

Add Display Rule

When you click + Add Display Rule, a popup window appears where you can configure the visibility rules for the widget. The popup contains three tabs:

1. Customer Auth

This tab controls widget visibility based on the customer's authentication status.

Available options:

• Both (Default) – The widget is visible to all visitors, whether they are logged in or not.
• Guest Only – The widget is visible only to non-logged-in customers.
• Logged-in Only – The widget is visible only to authenticated customers.

2. Condition Rules

This tab allows you to define display conditions based on customer, product, or cart-related data.

Condition Fields:

First Dropdown
Select the condition type:

• Customer Tag
• Product ID
• Variant ID
• Cart Total

Second Dropdown
Select the comparison operator:

• Is
• Is Not
• Contains
• Greater Than
• Less Than

Value Field
Enter the value that should be compared against the selected condition.

Clicking + Add Condition shows another set of condition fields with the same options as above:

• AND / OR Dropdown
  Use logical operators to combine conditions:
• Select Customer Tag, Product ID, Variant ID, or Cart Total from the dropdown
• Choose one option: Is, Is Not, Contains, Greater Than, or Less Than
• Enter the value

Action
Choose what should happen when the defined conditions are met:

• Show Widget – Display the widget.
• Hide Widget – Hide the widget.

3. Annex API Rules

This tab controls widget visibility based on values returned from the Annex Loyalty API.

Rule Configuration Fields:

First Dropdown
Select the API attribute:

• Segment
• Tier
• Campaign
• (and other available API attributes)

Second Field
Specify the API property, such as:

• Active

Third Dropdown
Select the comparison operator:

• Is
• Is Not
• Contains

Value Field
Enter the value to compare against the selected API property.

You can click + Add API Rule to add multiple API-based conditions.

Action
Choose the desired behavior:

• Show Widget – Display the widget when the rule matches.
• Hide Widget – Hide the widget when the rule matches.

Example:
In the image below, you can see a sample Loyalty Points – Product Detail Page (PDP) widget displayed with an active loyalty campaign applied. The widget shows the loyalty points you can earn from purchasing the product, along with additional campaign-based benefits and bonus earning opportunities. In this example, you can earn 1,200 loyalty points, including rewards from the active campaign and bonus multipliers. Displaying campaign-specific loyalty information directly on the product page helps you understand the additional value available through promotional offers, increases engagement with loyalty campaigns, and encourages purchase decisions by highlighting enhanced reward opportunities before adding the product to your cart. The loyalty points details are managed by setting up the rules, the rules which allows loyalty or non-loyalty members visibility.

Translations

The Translations page is used to manage and customize all loyalty program text displayed across the store. It allows you to create and maintain translations for different store pages, markets, and languages, ensuring customers receive a localized experience. From this page, you can configure page-specific translations, manage default fallback text, and synchronize translations with Shopify's translation system.

Translation Studio

The Translation Studio serves as the central translation management area where you can customize the words and phrases displayed to customers throughout the loyalty program. It enables you to create localized content for various loyalty components, ensuring that customers in different regions and languages see text that is relevant and understandable. The Translation Studio acts as the primary workspace for managing all translation-related configurations.

Store Settings

The Store Settings section allows you to enable or disable translations for the store. Once translations are enabled, the loyalty application can display localized content based on the selected language.

Store Language

The Store Language dropdown allows you to select the language that will be used for translation management. The selected language becomes the active language for configuring and editing translated content. You can switch between available languages using the dropdown menu to manage translations for different regions and customer groups.

Set Words for Your Store Pages

The Set Words for Your Store Pages section allows you to configure customized text for specific pages, markets, and languages.

Select Store Page

The Store Page dropdown is used to select the page for which translations will be managed. Different loyalty-related pages can have their own translation settings and customized content.

Market

The Market dropdown allows you to select the Shopify market for which translations will be applied. This enables region-specific customization and localization of loyalty content.

Language

The Language dropdown is used to select the language associated with the chosen market and page. Translation entries can then be configured specifically for that language.

Admin UI

The Admin UI section displays translation configurations created for the administrative interface. Each configuration represents a specific page, market, and language combination that contains customized translated content.

Edit Translations

The Edit Translations option provides access to translation values for the selected page and language. You can update translated content to ensure accuracy and consistency across different languages.

Default Words

The Default Words section manages the global fallback text used throughout the loyalty application. These default values are displayed whenever a page-specific translation is not available. Maintaining default words ensures that all loyalty interfaces continue to display meaningful content even if localized translations have not been configured.

Edit Default Words

The Edit Default Words option allows you to modify the default text values that serve as fallback content across the entire loyalty platform. Changes made here can affect multiple pages and components that rely on default wording.

Note: Clicking the Edit Translations and Edit Default Words buttons opens the Edit Translations popup. This popup lets you create or manage translations for a selected page, market, and language. It offers a centralized interface to customise text labels, buttons, navigation items, and messages without changing application code.

The popup shows the selected page details at the top: page name, market, language, and total translatable words. The example displays the configuration for the Admin UI page in the Default Store Market using the DE language.

Store Metadata

The Store Metadata section allows you to manage metadata namespaces and configure webhook integrations for your store. It helps organize custom metafields and ensures that the required metadata is included when webhook events are triggered.

The Store Metadata page contains two sections:

1. Metadata Namespaces
2. Webhook Configuration

Metadata Namespaces

The Metadata Namespaces page allows you to create and manage namespaces that contain selected loyalty-related metafields. These namespaces can write metadata objects, metafields, or both when a webhook is triggered.

Loyalty Namespace

The Loyalty namespace contains the selected loyalty metadata fields that are used for customer and order-related integrations.

Available actions:

• Edit – Click Edit to modify the namespace configuration, including the selected metafields and namespace settings.

• Delete – Click Delete to permanently remove the namespace from the store metadata configuration.

Connect Metafields to Webhooks

The Connect Metafields to Webhooks section allows you to associate metadata namespaces with Shopify webhook subscriptions. Once connected, the selected loyalty metafields are automatically included in the webhook payload whenever the corresponding event is triggered.

Connect All Webhooks

The Connect All Webhooks button automatically connects the selected namespace to all available webhook subscriptions, eliminating the need to connect each webhook individually.

The table displays the following information:

• Topic – The webhook event name.
• SAPP Namespace – Shows whether the namespace is connected to the webhook.
• Endpoint – Displays the destination webhook endpoint.
• Action – Available actions for managing the connection.

Webhook Configuration

The Webhook Configuration page allows you to manage metadata namespaces for individual webhook events such as Orders Created, Orders Updated, Customers Created, Customers Updated, Products Created, Products Updated, Shop Updated, and others.

Save All

After making changes to webhook namespace assignments, click Save All to save and apply all configuration updates at once.

Add Namespace

For each webhook event (such as Orders Created, Orders Updated, Customers Created, Customers Updated, etc.), you have the option to add a namespace by selecting it from the + Add Namespace dropdown. This allows the selected namespace metadata to be included in the webhook payload for that specific event.

At the bottom of the page, you can also find the Connect Metafields to Webhooks section, where namespaces can be connected to webhook subscriptions and managed centrally.