Docs/How Angle Works

How Angle Works

Understand the architecture behind Angle — why it's built on Shopify's native store credit instead of points, and how all the pieces fit together.


Angle is a membership and loyalty platform built exclusively on Shopify's native store credit system. This single architectural decision is what makes Angle fundamentally different from every other loyalty app in the Shopify ecosystem.


Store Credit, Not Points

Every other loyalty app — Yotpo, Smile.io, LoyaltyLion, Okendo — was built before Shopify introduced native store credit. They all use points systems that maintain a separate database of point balances, require customers to mentally convert points to value ("1,000 points = $10"), and redeem through discount codes that create friction at checkout.

Angle takes a completely different approach. When a customer earns a reward, they receive real store credit — denominated in dollars (or their local currency) — deposited directly into their Shopify account. That credit is a payment method, not a discount code. Customers apply it at checkout the same way they'd use a credit card or gift card, and it works identically online and at POS.

  • Real dollar value — customers always know exactly what they have
  • Payment method at checkout — no codes, no conversion steps
  • Works online and at POS — identical experience across channels
  • Lives inside Shopify — no parallel tracking database
  • Zero vendor lock-in — credit persists even if Angle is removed

Points are Monopoly money. Store credit is real money sitting in the customer's account.

What "Native Store Credit" Means

Shopify maintains the entire store credit ledger. Angle orchestrates the rules — when to issue credit, how much, to whom, and when it expires — but Shopify handles the financial object itself. This means:

  • Balances live inside Shopify. There's no parallel tracking database to keep in sync.
  • FIFO expiration. When credit is applied, the soonest-expiring credit is consumed first. Shopify handles this automatically.
  • Zero vendor lock-in. Store credit balances are owned by the merchant inside Shopify, not held hostage in Angle's system. If Angle disappeared tomorrow, every customer's credit balance would remain fully functional.

Platform Components

Angle is best understood as several interconnected systems working together:

Store Credit EngineThe rules engine that determines when credit is issued, how much, to whom, and when it expires. Covers cashback on purchases, referral rewards, and custom action rewards via Shopify Flow.
🏆Membership SystemTier-based segmentation that groups customers by spend or tags. Each tier has its own cashback rates, referral bonuses, wallet pass designs, and experiential benefits. Up to 5 tiers per membership.
📲Wallet Pass PlatformApple Wallet and Google Wallet passes that serve as digital membership cards. Real-time balance sync, push notifications, QR codes for POS identification and referral sharing.
🔗Omnichannel Identity LayerTies online and offline activity together. Wallet pass QR scanning at POS identifies customers instantly. Receipt capture attributes off-platform purchases. All channels roll up to a single spend figure.
🔧Integration FrameworkDeep connections to Klaviyo (8 event triggers, real-time profile properties), Shopify Flow (custom reward automation), and Shopify POS (in-store identification and credit redemption).

The Customer Experience

From a customer's perspective, Angle works like this:

  1. They join — enrolled automatically when they meet the spend threshold, or by receiving a tag
  2. They earn — store credit is deposited after qualifying purchases (with a delay to protect against returns)
  3. They see their balance — on their account page, at checkout, and on their wallet pass
  4. They spend — apply credit at checkout online or at POS by scanning their wallet pass
  5. They level up — as spend accumulates, they move to higher tiers with better benefits
  6. They refer — their unique QR code and referral link turns them into brand advocates

At every step, the currency is real dollars — not points — and the mechanics are transparent.


How Angle Fits into Your Shopify Stack

LayerWhat Angle Does
Shopify store creditAngle writes to and reads from Shopify's native credit API
Shopify customer profilesLoyalty data stored as metafields — tier, spend, wallet pass URL
Shopify POSExtended with the Angle POS app for wallet scanning
Shopify FlowAngle actions available as reward destinations in any Flow workflow
KlaviyoAngle sends 8 events and syncs real-time profile properties
Customer account pageExtended with the Angle app block (no custom code required)
CheckoutExtended with the Angle checkout block (Shopify Plus only)