Is My Programs Set Up Correctly?

Is My Programs Set Up Correctly?

Use this guide to ensure that all your programs—Rewards, Deals, Reviews, and Widgets—in The Vital App are configured correctly for a seamless customer experience. Follow these steps to verify each program’s setup.

1. Rewards Program Setup

Make sure your Rewards Program is active and working as intended:

  1. Access the Vital Dashboard:
    • Log in through your Shopify store and open The Vital App.
  2. Check Rewards Activation:
    • Navigate to the Rewards section from the sidebar.
    • Confirm that earning and redemption rules are configured.
  3. Test Earning Points:
    • Place a sample order and verify points are correctly awarded.
  4. Verify Redemption Rules:
    • Ensure rewards (like fixed discounts or percentage off) are available with minimum purchase rules in place.
  5. Enable Reward Widget:
    • Go to Shopify Admin > Online Store > Themes > Customize.
    • In App Embeds, enable Reward Widget – The Vital.
  6. Widget Placement:
    • Adjust the widget’s placement from Branding > Placements to avoid interference with other elements on your store.

2. Deals Program Setup

Ensure deals are visible and configured properly:

  1. Navigate to the Deals Section:
    • Open Deals from the sidebar in The Vital Dashboard.
  2. Check for Active Deals:
    • Verify that both Deals for All Customers and Deals for Specific Customers are live.
  3. Ensure Visibility:
    • Confirm that the Deals Page is accessible and properly displayed on your storefront.

3. Reviews Program Setup

Verify that your reviews feature is ready to collect and display reviews:

  1. Enable Review Widget:
    • Go to Shopify Admin > Online Store > Themes > Customize.
    • In App Embeds, enable Review Widget – The Vital.
  2. Configure Review Requests:
    • Check the Collect Review section and set up automated requests and reminders.
  3. Send Test Review Request Emails:
    • Use the Send Mail button to ensure review emails are working.
  4. Check Reviews Display:
    • Visit product pages to confirm reviews are visible and functional.

4. Widgets Setup Verification

Confirm that all widgets are active and placed correctly:

  • Reward Widget:

    • Verify it is live on the homepage and customers can redeem rewards.

  • Customer Dashboard Widget:

    • Log into a customer account and ensure the dashboard widget is accessible.
    • Check that customers can view orders, rewards, and deals from the dashboard.

  • Review Widget:

    • Confirm reviews appear properly on product pages and that customers can submit new reviews.

5. Testing & Troubleshooting

  1. Order Sync:
    • Ensure that all products are synced with Vital to avoid mapping issues for reviews and deals.
  2. Widget Placement:
    • Make sure widgets are not overlapping or blocking other site elements. Adjust placements under Branding > Placements.
  3. Check for Caching Delays:
    • Allow 15 minutes for any new settings to reflect on your store.

6. Analytics & Monitoring

  1. Track Review Performance:
    • Monitor reviews under the Manage Reviews section and respond as necessary.
  2. Monitor Rewards & Deals:
    • Regularly review program performance through the analytics dashboard.

Need Further Assistance?

If you encounter any issues with your programs, feel free to contact our support team for guidance. Following these steps ensures that your Rewards, Deals, Reviews, and Widgets are functioning properly, enhancing your store’s customer experience. 🚀

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