Admin Instruction Manual

Rowanhill Rewards
Admin Instruction Manual
Last updated: May 2026
📖 Overview
- Your loyalty rewards app connects to Shopify and gives customers points for purchases.
- Customers redeem points for rewards, and the app automatically creates Shopify discount codes when they do.
- The app works as a mobile web app and can be added to a customer's home screen on iOS/Android.
💰 How Points Work
- Customers earn 1 point per £1 spent on every order (online & POS).
- Points are awarded automatically via the Shopify order webhook.
- Points can also be awarded manually by admins from the Customers tab.
- Points are deducted when customers redeem rewards or when refunds are processed.
🏆 Customer Tiers
- 🥉 Bronze — 0–499 lifetime points
- 🥈 Silver — 500–1,999 lifetime points
- 🥇 Gold — 2,000–4,999 lifetime points
- 💎 Platinum — 5,000+ lifetime points
- Tiers are based on lifetime points earned (not current balance) and upgrade automatically.
🎁 Rewards
- Rewards are created in Admin → Rewards tab.
- Types available: Percentage Off, Fixed Amount Off, Free Shipping, Free Product, Exclusive Access.
- Each reward has a minimum tier — only customers at or above that tier can redeem it.
- Optional minimum requirements: no minimum, minimum purchase amount (£), or minimum quantity of items.
- When a customer redeems a reward, a unique Shopify discount code is automatically created and given to them.
- Reward discount codes are created in Shopify at the time of redemption — not when the reward is created.
👥 Customers Tab
- Search and view all members.
- Click any customer to view their full profile.
- Use Quick Lookup to find a customer by card ID or email.
- Adjust Points — manually add or remove points with a reason (use negative numbers to remove).
- Delete Selected — permanently removes customers and all their data (transactions, redemptions).
🎁 Rewards Tab
- Create, edit, and delete rewards.
- Set points required, reward type, value, discount code, minimum tier, and minimum requirements.
- Use the up/down arrows to reorder how rewards appear to customers.
📊 Activity Tab
- View recent points transactions across all customers.
- See earned, redeemed, bonus, referral, and expired point events.
🛍️ Shopify Tab
- Sync Orders — manually pull recent orders and award points (last 7 days).
- Sync Refunds — manually deduct points for refunded orders.
- Clean Up Card IDs — fixes any card IDs that contain letters (converts to numeric).
🔔 Notifications Tab
- Send push notifications to all customers or a specific individual.
- Trigger Birthday Rewards — manually run the birthday reward process.
- View notification history and delete old notifications.
⭐ Bonus Points Tab
- Create bonus point opportunities (e.g. referrals, reviews, social follows).
- Set a limit per customer or leave unlimited.
- Customers can claim these for extra points from their dashboard.
🟢 Live Users Tab
- See customers who have been active in the last 10 minutes.
- Updates when you click Refresh.
🔗 Shopify Webhook Setup
- For points to be awarded automatically on every order, the webhook must be set up.
- Go to Shopify Admin → Settings → Notifications.
- Scroll to the bottom → click Create Webhook.
- Event: Order creation, Format: JSON.
- Paste your app's webhook URL (found in Admin → Webhook tab).
- Click Save Webhook — points will then be awarded within seconds of every order.
🎂 Birthday Rewards
- Customers can enter their birthday in their profile (editable once).
- On their birthday, a gift card is automatically generated in Shopify and emailed to them.
- Admins can manually trigger birthday processing from the Notifications tab.
- If a customer needs their birthday changed a second time, they submit a request which admins can approve or reject.
👥 Referrals
- Each customer has a unique referral code visible on their dashboard.
- When a new customer signs up using a referral code, both parties earn bonus points.
- Referral activity appears in the Activity tab.
🎡 Spin to Win
- Customers can spin a wheel in the app for a chance to win bonus points.
- Accessible from the Spin to Win page in the customer app.
📱 Customer-Facing App Features
- Dashboard — points balance, tier progress, recent transactions.
- Shop — browse Shopify products and collections.
- Rewards — browse and redeem available rewards.
- Wishlist — save products for later.
- Basket — add items and go to Shopify checkout.
- History — full order and points history.
- Track Order — track Shopify orders by order number.
- Notifications — view push notifications.
- Profile — manage account, birthday, address, referral code.
💡 Tips & Important Notes
- Always set up the Shopify webhook first — without it, orders won't automatically award points.
- Use Sync Orders if the webhook missed any orders.
- Customers can only change their birthday once — further changes require admin approval.
- Reward discount codes are unique per redemption — they are created in Shopify at redemption time.
- Deleting a customer is permanent and removes all their transactions and redemptions.
- The app can be installed on iOS/Android home screens as a progressive web app.
Rowanhill Rewards — Confidential Admin Manual © 2026