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What you owe your shoppers: the points they can spend, what those points would cost you, and how many members you have.
Help and setup
Everything you need to do, in the order you do it.
Install seeds a working programme, so most of this page is about putting points where your shoppers will see them. The admin paths are written out exactly, step by step.
Setting up Matrix Rewards is four things: install from the App Store, let Set up suggest your rates, place the two theme blocks from the theme editor, and turn on the Rewards page in customer accounts under Settings › Checkout › Customize. A paid order then earns points within seconds.
Before you start
Two things to know on day one.
- The first screen can take up to 20 seconds on a cold load. If you open the app after it has sat idle, give it a moment before assuming something is wrong. Once it is awake, the screens are quick.
- Install seeds a working programme. One point per unit of your store's currency, one reward and referrals are set the moment you install. Nothing has to be configured before a paid order earns points. Change either whenever you like.
The Rewards page inside a shopper’s account needs new customer accounts, Shopify’s current account system. The account page is the one part that needs new customer accounts; if your store still uses classic accounts, switch them on first.
Home, the first screen: what you owe your shoppers.
The merchant screens
Seven screens. Each answers one question.
You open the app from your Shopify admin. Everything below is in the left-hand menu.
Set up
Suggested rates and rewards for your kind of store, with the reasoning, including advice to lower the rate if your margins are thin.
Programme
Points per £1, what a point is worth, and your rewards; a live panel shows what an order would earn as you type.
Members
Each shopper and their full history: every earn, spend and refund.
Reports
Outstanding points and their cash value, with a CSV to download.
Design
Style the storefront blocks and set the words every surface uses, beside a live preview drawn by the same code your shop runs.
API keys
Make keys so your own systems can read your programme and, if you allow it, change points or cancel unused codes. See and revoke every key.
Putting it in front of shoppers
Three places to place it, with the exact paths.
Two theme blocks on the storefront and one page inside the shopper’s account. None of them appear until you place them.
The theme blocks
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1
“Points on this product”, in one click
In the app, open Set up›Add points to your product page. Shopify’s theme editor opens with the block already added to your product template. Press Save.
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2
The Rewards panel
In the theme editor, on the page you want it on: Add block›Apps›Rewards›Save. The panel shows a shopper their balance and the rewards they can take.
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3
Give the panel its own page template
A block added to the default page template appears on every page that uses it. Make a page template called “rewards”, add the panel to that one, and assign it to a single page.
Set up: suggested rates, and the one-click product-page block.
The Rewards page in the shopper’s account
This needs three things. Miss one and a signed-in shopper sees an error, so do them in order.
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1
New customer accounts must be on
In your Shopify admin: Settings›Customer accounts. The Rewards page lives inside new customer accounts only.
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2
Add the page to accounts
Settings›Checkout›Customize, then open a customer account page. In the Apps panel choose Matrix Rewards›Add page to Accounts›Save.
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3
Take the “Add to menu” option
After adding the page, Shopify offers Add to menu and drops you into the customer account main menu with a Rewards item already there. Take it and save; it is the quickest way to give the page a link.
After saving, the menu editor may still show only Orders and Profile. It did save. Check Content›Menus›Customer account main menu, where Rewards is listed, rather than adding it again.
Then sign in as a shopper and open Rewards. A real balance on the page means all three are done.
Seeing a shopper earn
Place one paid order and watch it land.
- The order must be paid and placed by a customer with an email address. The email is how we know who earned.
- Points arrive within seconds of the store telling us the order is paid.
- Open Members in the app. The shopper is listed with the order and the points it earned.
A shopper spends points on a reward you set the value of. Each reward becomes a single-use discount code they enter at checkout.
Refunds
A refund takes points back. Never more than the order earned.
When you refund an order, by picking items or by typing an amount, the points it earned come back out in the same share as what was refunded, bonuses and referral credit included, and never more than the order earned. You do not have to do anything in the app.
Balances are recounted from the whole history every time they change, so a refund never leaves a balance out of step with the record. If a refund leaves a shopper owing points, an unused reward code they can no longer afford is switched off. The shopper’s Members page shows the refund as its own line.
Looks broken, is not
Two messages you may see, and what each one means.
“There’s a problem loading this page”
On the Rewards page inside a shopper’s account
The page is deployed and linked in the menu but was not activated. Go back to Add the page to accounts: Settings › Checkout › Customize, open a customer account page, Apps, Matrix Rewards, Add page to Accounts, Save.
“Sign in to see your points”
For a shopper who is already signed in
Write to support@matrixhealthgroup.co.uk with your store’s address and we will look into it. Nothing in your theme needs changing.
Your shoppers’ data
Email is the only contact detail we read.
No name, phone or address. The email is how a shopper’s orders, points and rewards are tied together. If you turn on a birthday bonus, it is only paid to a shopper who chose to give their birthday, and we ask for day and month only, never the year.
Expiry is off unless you switch it on, and when you do, the shortest period allowed is 12 months.
How the usage meter counts
The meter counts only the orders that earned points: not orders placed, not refunds, not redemptions. A store that installs and switches nothing on is metered at zero. The Free plan is listed as 200 orders a month that earn points; see Pricing.
The manual
Step by step, screen by screen: how to set up and run your programme in the Matrix Rewards app. Each page also exists as plain text, for an assistant to read.
Getting started
- Getting started — Installing, choosing and applying a programme on Set up, and placing the rewards on the shop and in customer accounts.
Your programme
- Setting up your programme — What orders earn, bonuses, offers, referrals, rewards, expiry, and what the Programme screen refuses.
- Reports: what you owe — Points owed to shoppers and their value, store by store, and settlement between stores, with CSV downloads.
Your shoppers
- Looking after your members — Finding a member, their record and history, changing points with a reason, and cancelling an unused reward.
- Your customers' data — Customer deletion requests, choosing automatic or approve-each, what is deleted and what is kept.
Developers and assistants
- API keys, scripts and assistants — Making and revoking API keys, permissions, test keys, assistant keys and their two-step changes, and the daily limits.
- Connecting Claude — Connecting Claude: signing in, choosing its permissions, what it can read, two-step points and programme changes, the limits on what Claude may change, and disconnecting.
Support
Stuck on a step? Write to us.
Email support@matrixhealthgroup.co.uk with your store’s address and which step you are on. The people who reply are the people who built it.
Not installed yet?
Install seeds a working programme, so the setup above is all that stands between you and the first order that earns points.