Upgrade to Loyalty Points Version 2

Created by Brett Mikulik, Modified on Thu, 12 Jan 2023 at 01:49 PM by Brett Mikulik

Overview

There are 2 versions of Loyalty Points, Version 1 and Version 2. Version 1 of Bold Loyalty Points is no longer available for download while version 2 is free to download and use.

To update your current version of Loyalty Points, you will need to uninstall version 1 of Bold Loyalty Points and install version 2.

Caution

This article requires technical knowledge and prior experience with Liquid code. If you are not comfortable with this, please contact our Merchant Success team for further assistance. Please note that you are not able to go back to Version 1 once you upgrade.

Step 1: Remove Version 1

From the Shopify admin, select Apps.
Select Bold Loyalty Points.
Select Customers.
Select Export.
Select the CSV file and open with Excel or comparable software.
Note: We strongly suggest making a copy of this exported file. The next step will instruct you to delete information from this export.
Delete all columns, except:
- Email Address
- Points Balance
Change the Email Address and Points Balance fields to Email and Balance.
Select Save.
Navigate back to Loyalty Points and select Program Settings.
Select Base Reward Points.
Note your reward point values.
Note: We suggest recording these in a notepad or similar software. These values will become important when you set up your loyalty program in version 2.
Select Settings.
Select Global Settings.
Select the toggle switch on the Program is active for this shop button to disable your loyalty program.
Select Save.
Contact our Merchant Success team and request a code removal.
From the Shopify admin, select Apps.
Next to Bold Loyalty Points, select Delete.
Select Uninstall.

Version 1 has now been successfully removed from your store.

Step 2: Install Version 2

To continue upgrading to Version 2, please follow the steps below.

From the Shopify admin, select Apps.
Select Visit Shopify App Store.
Enter Bold Loyalty Points in the search bar.
Select the search icon.
Select Bold Loyalty Points & Rewards.
Select Add app.
Select Log in.
Select Continue With Latest Version.
Select Install app.
Note: The app will default to the Free plan upon installation. Please visit Loyalty Points Price Tiers & Features for more information on each of the app's plan tiers.
Select Accept and Continue.
Set up a Loyalty Program.
Note: We strongly suggest leaving your program turned off until you're able to make additional edits in the next steps.
Import your Customers into Loyalty Points.
Guide to Get Started with Version 2.0.