Learn how to activate your program in the background, complete your test flows safely, and prepare your setup for a smooth go‑live.
Before you start
Before testing your program, you must have the following set up:
Disable email notifications in Loyalty and Marketing.
Turn on your Loyalty program elements
Enable all program components you want to validate during testing.
Activate the following:
All points earning rules you want to test
All rewards
Your full tier system
Any additional Loyalty settings included in your program such as benefits
Keep email notifications off
Email notifications are sent from Marketing. Keep all Loyalty emails switched off during testing.
Learn more in Emails.
To test emails separately, use Test send in each Marketing email template.
Learn now in Test your campaign.
Program is live in the background
As soon as you enable earning rules, your program becomes active in the background. Existing loyalty members may start earning points.
When you finish testing, contact the Loyalty team, we will remove all test data before you go live.
At this stage, it is best if your Loyalty page is accessible only through direct URL.
As long as it isn’t linked in your store navigation, new customers can’t find it.
Test key customer journeys
Follow the same steps your customers take to ensure the program works correctly end‑to‑end.
Test the full journey:
Sign up as a new member
Earn points through a purchase
Redeem a reward
Progress through tiers
1. Join the program
Create a new test member account in your Members section in Loyalty app and confirm it appears correctly on your Loyalty page.
2. Earn points
Place a test order to trigger earning rules.
Points should appear in the member’s account on the Loyalty page after the order in fulfilled.
Learn how to fulfill the order in Shopify.To create an order without a real transaction, use Shopify’s test order tools.
Learn more in official Shopify documentation on Placing test orders.
3. Redeem a reward
Redeem a reward and confirm that the system:
Deducts points accurately
Generates a valid coupon code
Displays the redemption on the Loyalty page
Shows the reward correctly in account activity
4. Progress through tiers
Trigger a tier upgrade and verify:
The tier changes correctly
Tier‑specific earning rates, reward costs, and benefits apply
The new tier is displayed on the Loyalty page
Keep your Loyalty page hidden
Your Loyalty page must only be accessed by direct URL during testing.
As long as the Loyalty page isn’t linked from your store navigation, customers can't accidentally find it.
Launch your program
When your testing is complete:
Turn off all points earning rules, rewards, tier system, and any additional Loyalty settings related to your program.
Contact the Loyalty team to remove all test data.
Switch on your Loyalty email notifications in Marketing.
Review points rules, reward requirements, and tier logic.
Double‑check email templates and your program copy.
After completing these steps, your Loyalty program is ready to go live.