Help center / Getting Started

Meet the Merchant Portal

The Merchant Portal at app.shoployalty.app is where you manage everything. Here's what each page does.

Dashboard

A live overview: visits this week and month, points issued and redeemed, new signups, and how your automations are performing. If a number looks off, this is the first place to check. See Understanding the dashboard.

Members

Every customer, their points, visits and lifetime spend. Search by name, phone or email; filter by group, spend bracket or last-visit recency. Tap a member to see their full history — every visit, every point change, every reward redeemed, all in one timeline.

Groups

Your customer segments. Build any group you want with rules (visits, spend, points, sign-up age), and automations use them to pick who gets what. Groups can be dragged into any order, renamed, or deleted. See Customer Groups.

Rewards & Points

The rewards customers redeem and the rules for how points are earned. See Rewards & Points.

Automations

Your handsfree marketing. Birthday rewards, win-back offers, 7-day points reminders, referral bonuses — set them once and they run on their own. See Automations.

Giveaways & Contests

Run a giveaway, a punch-card-style contest, or a customer vote. Pick a winner, and the system notifies them through the Member app. See Giveaways & Contests.

Memberships

Sell a membership or club — a punch card, a monthly club, a season pass. Customers buy from the Member app; you see who's active. See Memberships.

Referrals

Your customers share a personal referral code. When a friend joins and visits, both get a bonus. See Referrals.

Push & messaging

Send announcements or promotions to your customers through the Member app (push) or SMS. See Push Notifications & Messaging.

Billing

Your plan, invoices and payment method. See Billing.

One useful habit

Check the Dashboard once a week. It takes two minutes and tells you exactly which automations are earning their keep — and which customers are worth a personal "great to see you" next visit.