Turning Loyalty migration into a growth opportunity with Loyoly.

What you’ll learn in this section

Migration is the perfect time to upgrade your loyalty programme, not just copy the old one. We work with Loyoly to help brands build deeper, data-driven post-purchase experiences

• Why loyalty programmes are one of the most sensitive components of a migration
• The exact steps required to transfer points, tiers and rewards without losing customer trust
• How to prepare your loyalty data and systems before moving to Shopify
• Best practices for communicating downtime and maintaining engagement
• How to use migration as an opportunity to upgrade your loyalty experience
• Why Shopify metafields + Loyoly unlock powerful post-purchase personalisation
• How to reignite engagement after relaunch

Why Loyalty data is high-risk during a migration

A loyalty programme is deeply personal to your customers.

They’ve earned:

• Points
• Tiers
• Rewards
• Benefits
• VIP status

Any error, mismatch or loss in the migration process instantly damages trust.

This is why loyalty systems require careful, structured handling when moving to Shopify, argubly even more so than product or order data.

Loyoly specialise in ensuring this transfer is clean, accurate and customer-safe.
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Preparing your Loyalty programme for migration

Before migrating, you must:

1. Import your full customer base into Shopify

This ensures loyalty data can be linked to the correct new Shopify customer IDs.

2. Migrate all discount codes & loyalty-issued rewards

This includes:

• Loyalty rewards
• Store-issued discounts
• Historic codes still valid

3. Export customer IDs + reward IDs from your current system

These must be matched to new Shopify IDs so points and tiers transfer seamlessly.

4. Update the loyalty database with new Shopify identifiers

This prevents mismatches, lost rewards and broken reward histories.

To ensure accuracy, the loyalty programme should go offline briefly (a few hours to a full day).

During this downtime, display a clear and friendly message like:

“Our loyalty programme is getting a glow-up, we’ll be back very soon!”
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How to communicate downtime to customers

Communication is as important as the technical migration.

Loyoly recommend:

• Notifying customers ahead of time
• Running a mini-campaign encouraging them to redeem or earn before the freeze
• Tapping into FOMO: “unlock one more reward before the upgrade!”
• Reassuring customers their data and points are safe

After the migration:

• Announce the relaunch
• Highlight improvements
• Encourage customers to explore the new experience

Handled well, this turns a technical process into an engagement opportunity.

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Enhancing Loyalty post-migration

Migration is the perfect time to upgrade your loyalty programme, not just copy the old one.

Loyoly’s Shopify extensions help brands build deeper, data-driven post-purchase experiences:

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Product page extension

Shows how many points a customer will earn with each purchase.

Checkout extension

Allows shoppers to see points earned and redeem rewards directly in checkout.

Referral extension

Displays referral links on the Thank You page, where excitement is highest.

New Shopify customer accounts Integration

Customers can view:

• Points
• VIP tier
• Rewards
• Referral
• Benefits

directly inside their Shopify account area.

These upgrades increase LTV and engagement without adding operational burden.

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Personalisation using Shopify Metafields

Loyoly syncs loyalty data into Shopify metafields, enabling powerful customisation:

• Dynamic content based on points
• Tier-specific offers
• VIP-only pages or collections
• Personalised messaging
• Bespoke promotions for high-value segments

Example:

Create a segment called VIP Gold and unlock early access collections only they can see.

This is how loyalty becomes a strategic growth engine rather than a reward system.

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Re-engaging customers after relaunch

Once everything is live:

• Announce the “new” programme
• Invite customers to log in and explore their rewards
• Encourage their first post-migration redemption
• Showcase what’s changed
• Highlight any new benefits

The faster customers interact with the new programme, the faster loyalty strengthens.

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Loyoly’s loyalty migration checklist

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Before Migration

• Import full customer base into Shopify
• Migrate all active loyalty and discount codes
• Export old IDs and map to new Shopify IDs
• Prepare the loyalty database for updates

During Migration

• Temporarily pause the loyalty programme
• Display a friendly downtime message
• Match customer and reward IDs to new Shopify IDs

After Migration

• Relaunch with upgraded branding and features
• Sync loyalty data to metafields
• Build personalised experiences and VIP segments
• Launch a re-engagement campaign

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About Loyoly

Loyoly is a post-purchase engagement platform that orchestrates personalised journeys using:

• Referrals
• UGC
• Reviews
• Social actions
• Loyalty tiers
• Points-based engagement
• Behaviour-driven automation

Hundreds of brands (including Piglet in Bed and Filofax) use Loyoly to increase LTV, in some cases by 150%.

Website: https://www.loyoly.io/