📚 Introduction
Welcome to Influence! This guide will walk you through the exact journey from installing the app to launching your first loyalty program. You’ll also see what comes next as you grow.
🥇 Step 1: Install the App
Go to the Shopify App Store and install Influence
Open the app from your Shopify dashboard and complete the onboarding process.
✅ Once done, you’re ready to build your program.
🥈 Step 2: Choose Your Program Type
Influence is flexible, you don’t need to set up everything at once. Start with the program type that matches your goals:
🎰 Points (Earn & Redeem): Reward customers for purchases, sign-ups, birthdays, and more.
👥 Referrals: Turn customers into advocates by rewarding them for sharing your store.
→ Open the Referrals Quick Start Guide
Note: Referrals are available on Starter Plan or above.
🥉 Step 3: Go Live ✅
Before announcing your program, run this quick checklist:
One program (Points or Referrals) configured & enabled ✅
Widgets installed on your storefront ✅
Emails previewed & customised ✅
👉 If you followed the quick start guides above, these should already be done — this checklist is just here to confirm nothing was missed.
🎉 If all three are ticked, congratulations, your loyalty program is live!
🌟 Step 4: Grow Beyond the Basics
Now that you’re live, here are the most popular next steps:
🎨 Widgets: Customise the look & feel to match your brand → Widget Options
🛍️ Extensions: Add Influence to your checkout or customer portal → Shopify Extensions
🔗 Integrations: Sync with Klaviyo & other tools to automate comms → Integrations
✉️ Emails: Refine templates for earning, redeeming, & referral rewards → Email Setup
💡 You don’t have to do everything today. Start small, then add layers as your program grows.
💬 Step 5: Get Support Anytime
Use Live Chat in the bottom right of your dashboard for support.
Explore detailed guides in our Help Centre for step-by-step instructions.