White-glove setup, free on every plan.
Whether you are switching from another app or starting from nothing, a real person sets the whole program up with you: the rewards, the rules, the emails and everything your shoppers see. Most apps save that for their biggest plans. We do it on every one of ours.
Switch to Essential Loyalty and save thousands
How it runs
Guided onboarding, done for you.
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01
Planning call
We look at the app you use now and tell you what will move and what won't. Nothing starts until you know.
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02
Build program
Your old app keeps running while we build the new one beside it. We match what you have now, fix what wasn't working, and make it look like your shop.
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03
Review & QA
Before a single customer sees it, we try it on your own data: every balance, every tier, every reward, every email. You go through it with us and we fix anything that looks wrong.
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04
Launch
You switch over with everyone's points intact, and your old app goes off only after a real order has proved the new one works. We stay on chat that first week, and we help you tell your customers their points are safe.
Plan your switch with the founder
Saulius Kirklys, founder of Essential Loyalty
I worked at Shopify for nine years before building this app. Tell me what you use now, and I’ll tell you what moving takes. Free on any plan.
Book a migration call
What we rebuild
We set up everything, not just migrate data.
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Balance and tier
Everyone keeps the points they have, and the total they have earned all-time. That total is what holds a tier up, so a customer who reached Gold is still Gold.
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Rewards
What people can swap their points for, how many points it costs, and how the discount turns up in the cart. Ready to use the day you turn it on.
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Program setup
How points are earned, what a referral pays, birthday points, whether points run out. Set to match what you run today, not whatever our defaults say.
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On-site placements
The points widget, the rewards page, the badge on a product, the box in the cart. Styled to look like your shop rather than something stuck on top of it.
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Email workflows
Reminders that they have points to spend, news when they reach a tier, the referral emails. Set up and tested, from us or through the Klaviyo you already use.
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Customer data
Names, emails and birthdays come over with the points. Past orders are already in Shopify, so tiers sort themselves out and there is nothing to export.
I recently had to migrate from another loyalty platform, and a team member was instrumental in making the transition seamless and painless.
We had been using SMILE for 5+ years and then tried Essential Loyalty! Way cheaper! Better functionality! Easy to migrate across.
Onboarded from smile.io and found everything and more than what our old partner offered. The team were super responsive and imported all of our customer data with their points balances.
We migrated from Magento and have 20,000 customers which means many of the apps want a lot of money but not Essential Apps... I intend to move all 4 of our Shopify stores to the Essentials VIP Loyalty Program.
Migration data detail
Migrate on your own and start saving.
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What transfers
Points balances, all-time points totals, VIP tiers and birthdays. The all-time total matters more than people expect: it is what holds a tier up, so your best customers don't land back at the bottom.
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What doesn't
The list of what everyone did, rewards they already spent, discount codes your old app handed out, and who referred who. No loyalty app can move those by itself. For some shops that matters a lot, so it is part of what we help with: tell us what your customers are holding and we will work out what can be carried over by hand. Points, tiers and birthdays all move on their own.
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Who gets matched
Anyone who is already a customer in Shopify. We match on their Shopify ID first, then their phone, then their email. Anyone in your old app who was never a Shopify customer will not match, and we skip those rows and tell you which ones rather than guessing.
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How long it takes
Most of the work is getting the file out of your old app and lining the columns up. The import itself runs in the background and tells you when it is finished. For most shops this is an afternoon, not a project.
Install free, import when you are ready.
5.0 average rating from 430+ reviews
The import tool, the template and the file check come with every plan. Set your program up first and bring the points over whenever it suits you. Nothing here waits on a call.
FAQ
Questions about switching
- No. Balances, lifetime totals and VIP tier all come across. A customer who reached Gold stays Gold.
- No, and most stores never do. The chat in the app is answered by a real person, any hour, on any plan.
- You run it, but not alone. We give you the template, check your file before you commit it, and check the result after.
- They need rebuilding, and it is the step most people forget. Flows that fire on your old app's events stop working when that app goes. We map them onto ours.
- Yes. We look at what your program is doing and tell you what is worth changing. There is no extra plan for it.
- Yes, on every plan, and paid plans start at $10 a month. No fee for the move, no minimum, and no upgrading first. It is worth checking the others on this: Rivo only sets things up for you on its custom plans.
- About a week from the first call to going live, and most of that week is you deciding how generous to be. The import itself takes under an hour for most shops.