Introduction
If you’ve recently launched your TrustWILL Loyalty rewards program and want a second pair of eyes to make sure everything looks good, you’re in the right place. This guide will walk you through how we at TrustWILL Loyalty evaluate new programs.
Once you’ve checked everything on this list, your rewards program is officially “Loyalty-approved” 🚀.
Step 1: Basic Housekeeping
Phase 1: Program Essentials
Build the foundation to start rewarding and acquiring customers.
Things to Check | How to Check |
Is your points program enabled? |
 |
Is your referral program enabled? |
 |
Phase 2: Storefront Visibility
Ensure your program is on-brand, visible, and easy for shoppers to access.
Things to Check | How to Check |
Is your loyalty launcher visible on your homepage? |
 |
Is your loyalty launcher blocking other widgets on your homepage? | If it is, adjust the position of your loyalty launcher under Brand Style > Widget launcher > Styles > Placement.  |
Did you customize your loyalty launcher and points program name? |
  Please check Brand Style > Widget launcher and Widget panel |
Phase 3: Engagement Automation
Drive higher participation automatically with smart popups and notifications.
Things to Check | How to Check |
Are your loyalty emails all enabled? | Navigate to Program > Email  |
Is your Popup enabled？ | Navigate to Program > Popup  |
Have you set up your Points label? | Navigate to Brand Style > Growth tools > Points label  More details: How to Use Loyalty Points Label |
Phase 4: Advanced Retention & Branding
Elevate your brand experience with VIP tiers and a dedicated loyalty destination.
Things to Check | How to Check |
Is your VIP enabled？ | Navigate to Program > VIP  |
Have you set up your VIP tier tags? |
More details: Smart Tags for VIP Tiers |
Have you set up your Loyalty Page? | Navigate to Brand Style > Loyalty Page  More details: Building a Dedicated Loyalty Page |
Have you set up your Loyalty Hub? | Navigate to Brand Style > Customer account  More details: How to Add and Customize Loyalty Hub |
Step 2: Is my points program set up correctly and optimally?
Question | Best Practice |
What should my earning points ratio be? | Reward customers with 3%–10% back, depending on your margins. |
How many rewards should I offer? | Start with 3–5 rewards. |
What type of rewards should I offer? | At minimum, choose one of: |
How do I set the points cost for rewards? | Regardless of the percentage you want to give back in rewards, always follow this format to keep things simple.
Earning points ratio: $ 1 = X points
Setting up rewards: $1 off = 100 points
For example, if you want to offer a 5% reward, your settings would look like this: Earning points ratio: |
Should I set a minimum purchase amount? | Yes, always! Check this under Reward Rule > Minimum Requirement Settings.  |
Step 3: Is my referral program set up correctly and optimally?
Question | Best Practice |
What type of reward should I offer? | Choose one of: |
How much discount should I offer? | Offer 10%–20% of your AOV to attract new customers (since they are cold leads). |
Should I set a minimum purchase amount? | Yes! Set this under Reward Rule > Minimum Requirement Settings. |
Step 4: Give It Time
Once you’ve applied these best practices, let your program run for at least 6 months before making major changes.
Why?
Customers need time to earn points.
They also need to learn about your program before they start redeeming rewards.
After 6 months, evaluate performance and adjust if needed.
✅ Follow this checklist, and your rewards program will be well on its way to driving engagement, loyalty, and repeat purchases.