How It Works
The Loyalty Analytics dashboard reports on loyalty program performance. Data refreshes every 24 hours, and a date range can be selected to control the reporting window.
Loyalty Revenue
Loyalty Revenue shows the revenue generated from all loyalty members.
Redemption Revenue shows the revenue generated directly from redeemed coupon codes.
Revenue Penetration compares revenue from loyalty members to total revenue, calculated as revenue from loyalty members divided by total revenue.
All-Time Metrics
Total Loyalty Members shows the customers who have signed up for the loyalty program.
Sign-Up Rate compares loyalty members to the total number of customers, calculated as loyalty members divided by total customers.
Total Active Loyalty Members shows customers who have a Shopify account and have taken at least one action other than a purchase.
Engagement Rate is calculated as total loyalty actions divided by unique sessions.
Total Loyalty Action counts any action or redemption taken by a loyalty member, excluding purchases. This figure feeds into the engagement calculation, which divides total loyalty actions by sign-ups.
Monthly Reports
Three reports are available on a recurring or on-demand basis:
Overview Report.
Point Liability Report.
Leaderboard Report.
Each report has its own Export button for an on-demand download. Reports can also be scheduled to send automatically by email. See How To Set It Up below.
Loyalty Performance Chart
The performance chart plots:
New Loyalty Members.
Active Member Revenue.
Average Order Value.
Average Number of Orders shows a count of active loyalty members and guests.
Active Users
Active Users shows loyalty members who have taken an action other than a purchase, based on the last 90 days. This section also includes:
Engaged Sessions per Active User.
Recently Active Rate.
Repeat Purchase Rate
Repeat Purchase Rate is an all-time metric shown as a percentage for two groups:
Active Loyalty Members.
Guests.
Actions Taken
Actions Taken tracks action activity in real time, including:
Total Number of Actions Taken.
Unique Actions Taken — an all-time metric.
All Time
Average Action per Member.
Total actions taken are also plotted as a bar graph.
Point Activity by Loyalty Members
This section tracks earned-points activity in real time:
Accrued Points vs. All-Time Points — plotted as a bar graph.
Redeemed Points — total points redeemed.
Points Redeemed for Purchase — total points redeemed toward a purchase discount.
Outstanding Points — an all-time metric showing Total points earned that have not been redeemed or expired
Quick Stats
Quick Stats covers:
Unique Loyalty Panel Views.
New Loyalty Members.
Redemptions.
Redemption Rate
Redemption Rate is an all-time metric across all loyalty members, calculated as redeemed points divided by total accrued points by all loyalty members.
Most Popular Actions
Most Popular Actions displays individual actions in a block or table view, showing:
Action Name.
Views.
Completions.
Created On.
Most Popular Reward / Other Rewards
This section mirrors Most Popular Actions, showing reward performance:
Reward Name.
Views.
Completions.
Created On.
How To Set It Up
Monthly reports can be scheduled to send automatically by email.
Go to Analytics → Loyalty → Monthly Reports.
Enter the email address where reports should be sent.
Click Save.
Click Export next to any report to download it immediately instead of waiting for the scheduled send.
Example Walkthrough
The following examples use round numbers to illustrate how key rates are calculated. Figures are for illustration only.
Revenue Penetration Total revenue: $10,000. Revenue from loyalty members: $4,000. Revenue Penetration = $4,000 ÷ $10,000 = 40%.
Sign-Up Rate Total customers: 1,000. Loyalty members: 250. Sign-Up Rate = 250 ÷ 1,000 = 25%.
Engagement Rate Total loyalty actions: 600. Unique sessions: 300. Engagement Rate = 600 ÷ 300 = 2 actions per session.
Redemption Rate Total acquired points by all loyalty members: 50,000. Redeemed points: 12,500. Redemption Rate = 12,500 ÷ 50,000 = 25%.
Key Notes
Loyalty Analytics data refreshes every 24 hours and supports a custom date range.
Revenue Penetration, Sign-Up Rate, Engagement Rate, and Redemption Rate are all calculated ratios, not raw counts.
Active Users and Repeat Purchase Rate use different windows: Active Users covers the last 90 days, while Repeat Purchase Rate is all-time.
Monthly Reports can be exported on demand or scheduled to an email address.
Total Loyalty Action and Redemption Rate both exclude purchases from the action count but include redemptions.