Getting Started: Complete Setup Guide

This guide walks you through every decision and configuration step to launch a fully operational Angle membership program. Follow it from top to bottom and you'll go from a fresh install to a live program with tiers, cashback, wallet passes, onsite extensions, and Klaviyo marketing automation.

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Before You Begin: Prerequisites

Before installing Angle, make sure your Shopify store meets these requirements. The app will not function correctly without them.

Required

Recommended

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Step 1: Install the Angle App

1. Log in to your Shopify Admin Dashboard
2. Navigate to Apps → Add apps
3. Search for "Angle Store Credit Memberships" in the Shopify App Store
4. Click Install app
5. Review the permissions Shopify displays — Angle requires access to customers, products, orders, discounts, store credit, and Online Store data
6. Click Install to authorize

Once installed, the app appears in your Shopify admin sidebar under Apps. Open it and you'll see the Angle navigation sidebar with: Retention Dashboard, Membership, Onsite, Integrations, and Contact Us.

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Step 2: Plan Your Program (Key Decisions)

Before touching any settings, you need to make four foundational decisions. These shape everything else and some cannot be changed after activation without disabling the program.

Decision 1: What is your program called?

This is the customer-facing name that appears on wallet passes, account pages, checkout, and emails. Pick something that reflects your brand identity — not generic loyalty language.

Examples from real Angle brands:

• "The Oak Society" (Silver Oak)
• "Pack Perks™" (Ruffwear)
• "The Cellar Society" (wine brand pattern)

Decision 2: How do customers qualify — spend or tags?

This is your enrollment qualifier and it applies globally to the entire membership. You cannot mix models across tiers.

Common pattern: Many brands run two separate membership programs — a spend-based program for customers and a tag-based program for employees (e.g., Jones Road runs an employee allowance program alongside their customer program).

Decision 3: How long do customers keep their tier?

This is the tier eligibility period and only applies to spend-based programs.

Decision 4: How many tiers, and what are the thresholds?

You can create up to 5 tiers per membership. Each tier needs a name, a spend threshold (for spend-based programs), and its own set of rewards and wallet pass design.

Common patterns:

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Step 3: Create Your Membership Program

1. Open the Angle app → Membership in the sidebar

2. Click Create membership program

3. Configure:

   • Membership name — Enter your program name
   • Membership eligibility — Select "All customers" (most common) or opted-in only
   • Enrollment qualifier — Choose "Spend-based" or "Tag-based"
   • Tier eligibility period (spend-based only) — Select Calendar year, Rolling year, or Lifetime
   • Exclude customers — Add tags for any customers who should be excluded (e.g., "Employee", "wholesale"). Choose whether to exclude customers matching "any" or "all" specified tags
   • Notifications — Toggle "Send store credit emails" on if you want Shopify to automatically email customers when credit is added to their account. Click "Preview email" to see the template

4. Click Save

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Step 4: Create and Configure Your Tiers

For each tier in your program:

1. On the Membership page, click Create new tier
2. Enter the Tier name (e.g., "Silver", "Gold", "The Cellar")
3. For spend-based programs, enter the Amount spent threshold — the minimum cumulative spend required to qualify
4. A Tier tag is auto-generated in the format MembershipName:TierName — this tag is applied to qualifying customers automatically and cannot be changed after saving
5. Click Save

Repeat for each tier. Tiers are listed on the Membership page and can be reordered, edited, or deleted.

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Step 5: Configure Rewards for Each Tier

Open each tier and scroll to the Rewards section. All reward types are disabled by default — enable only the ones you want to offer.

Order-Based Cashback

Enable this to give members store credit as a percentage of each purchase or a flat amount per order.

Configuration decisions:

Referrals

Enable this to reward members when they refer new customers.

Configuration decisions:

Referral rewards are only issued after the referred customer completes their first purchase — not on sign-up alone.

Tip: Scale referral values by tier to incentivize your most passionate customers to refer more aggressively (e.g., Entry: Give $10/Get $10, Top Tier: Give $50/Get $25).

Custom Action Rewards (via Shopify Flow)

Beyond cashback and referrals, you can issue store credit for virtually any customer action using Shopify Flow. This is configured outside of the tier settings — see Step 9 below.

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Step 6: Design Your Wallet Passes

For each tier, configure the Apple and Google Wallet pass that customers will install on their phones.

1. On the tier's edit page, find the Apple & Google Wallet Pass section
2. Click Edit to open the wallet pass editor

Design Settings

Display Options

Add Shortcuts

Shortcuts are quick-access links on the back of the wallet pass. Click Add to create shortcuts linking to your website, product collections, exclusive offers, or support pages. Each shortcut has a title, link label (max 20 characters), and HTTPS URL.

Preview

Use the iOS/Android toggle in the editor to preview how the pass looks on each platform before saving.

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Step 7: Set Up Onsite Extensions

Navigate to Onsite in the Angle sidebar. You'll see two extension cards.

Customer Account Extension (All Shopify Plans)

This embeds a membership card on the customer's account page showing their tier, balance, pending balance, and a QR code to download their wallet pass.

Setup:

1. Go to Online Store → Themes in Shopify Admin
2. Click Customize on your active theme
3. Use the page dropdown to select a Customer Account Page (e.g., Profile)
4. In the left sidebar, click Add block
5. Search for "Angle Customer Account Extension"
6. Drag to position it where you want it on the page
7. Click Save

Checkout Extension (Shopify Plus Only)

This surfaces store credit at checkout — showing available balance, how much credit will be earned, and a toggle to apply credit to the current order.

Setup:

1. In the Angle app, go to Onsite
2. Click Customize under Checkout Extension
3. You'll be redirected to Shopify's Checkout Editor
4. Click Add App Block and search for Angle Store Credit Memberships
5. Drag the block to the desired location (e.g., Payment or Order Summary section)
6. Click Save

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Step 8: Connect Klaviyo

Klaviyo powers all of Angle's marketing automation. Without it, you won't have enrollment emails, tier change notifications, credit earned alerts, or expiration reminders.

1. In the Angle app, go to Integrations
2. Click Connect Klaviyo and authenticate your Klaviyo account
3. Once connected, 8 event triggers become active automatically

Angle → Klaviyo Events

What to Build in Klaviyo

At a minimum, create email flows for these events:

• Welcome flow — Triggered by "First-Time Enrolled." Introduce the program, explain how to earn and redeem credit, and include a link to download the wallet pass.
• Credit earned notification — Triggered by "Store Credit Earned." Let customers know they've earned credit and encourage them to shop.
• Tier upgrade celebration — Triggered by "Tier Changed." Congratulate the customer and explain their new benefits.
• Expiration reminders — Triggered by the three expiration events. Create urgency to redeem before credit expires.

Angle pushes rich profile properties to Klaviyo (tier name, credit balance, spend toward next tier, referral count, wallet pass link) so you can personalize every email.

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Step 9: Set Up Shopify Flow Automations (Optional but Powerful)

Shopify Flow lets you issue store credit for any customer action beyond standard cashback — product reviews, birthdays, subscription milestones, employee allowances, and more.

How to Create a Custom Action Reward Flow

1. Open Shopify Admin → Apps → Shopify Flow
2. Create a new workflow
3. Add any trigger (e.g., "Customer joined segment," "Order created," a scheduled date trigger)
4. Add the action: Angle: Custom Action Rewards (under "Angle Store Credit Memberships action")
5. Configure:
   • Customer — Set to customer.id
   • Value — The reward amount (should not exceed $1,000)
   • Currency — Leave empty to use your store's default, or enter a specific currency code
   • Expiration days — Days until the reward expires (0 = no expiration)
   • Notify customer — Check to send a store credit notification email
6. Save and activate the workflow

Popular Flow Recipes

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Step 10: Activate Your Program

Once everything is configured and tested:

1. Go to Membership in the Angle app
2. You'll see a yellow warning banner: "This membership must be activated for your customers to use it"
3. Click Activate
4. Read the confirmation modal carefully — it explains that customers will be placed into tiers and will start earning credit immediately
5. Confirm activation

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Step 11: Post-Launch Checklist

After activation, verify everything is working:

Ongoing Operations

• Monitor the Retention Dashboard in the Angle app for enrollment trends, credit issuance, and redemption rates
• Review Klaviyo flows regularly to optimize email engagement
• Check for pending credit that may need attention (returns during delay periods)
• Use receipt capture if you sell through off-platform channels (restaurants, wholesale partners) — customers can text photos of receipts to a dedicated SMS number, and staff can allocate qualifying spend via the "Add receipt" function on the customer profile

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Quick Reference: Program Architecture

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Need Help?

Use the Contact Us link inside the Angle app, or email support@anglehq.com directly. The support form is in the app sidebar under Contact Us.