Program Management
Activating, editing, and managing your Angle membership program — including the activation lock, editing workflow, and day-to-day operations.
Once your membership program is configured, there are a few operational workflows to understand: activation, editing after launch, and ongoing management.
Activating Your Program
Click Activate
Click Activate. A confirmation modal appears explaining what happens next:
- Customers will be placed in the appropriate tiers
- Customers will start earning store credits
- Onsite extensions should be set up before activation
- Program information should be visible on your store
Confirm
Click Confirm to go live. The program activates immediately.
What Happens at Activation
When you activate the program:
- Existing customers are evaluated against your tier thresholds and placed into the appropriate tiers based on their qualifying spend (spend-based) or existing tags (tag-based)
- Cashback begins accruing on new qualifying orders
- Referral links become active for enrolled customers
- Wallet passes become downloadable through the Customer Account Extension and direct download links
- Klaviyo events start firing (if Klaviyo is connected)
The Activation Lock
Once your program is activated, you cannot edit it without first disabling it. Plan any changes during low-traffic hours to minimize disruption.
The activation modal warns: "Making future changes is only possible when your membership program is disabled."
The Edit Workflow
Disable the program
Go to the Membership page and click Disable.
Make your changes
Edit tiers, adjust cashback rates, modify referral values, update wallet passes, etc.
While disabled:
- Existing store credit balances remain in customers' accounts
- Customers can still use existing credit at checkout
- New cashback, referrals, and tier changes are paused
- Klaviyo events stop firing
Re-activate
Return to the Membership page and click Activate again to go live.
Common Reasons to Edit
- Adjusting cashback percentages for a tier
- Adding a new tier to the program
- Changing referral give/get values
- Updating tier spend thresholds for a new year
- Modifying wallet pass designs or shortcuts
- Changing the eligibility period
Pre-Activation Checklist
Before activating, ensure everything is in place:
Required
| Requirement | How to Verify |
|---|---|
| Customer Accounts enabled | Shopify Admin → Settings → Customer accounts (must be new, not Legacy) |
| Store Credit enabled | Shopify Admin → Settings → Payments → Store credit |
| Membership configured | At least one tier with a name and threshold |
Recommended
| Requirement | Why It Matters |
|---|---|
| Wallet passes designed | Customers will start downloading passes immediately after activation |
| Customer Account Extension installed | Shows membership status on the account page |
| Checkout Extension installed Shopify Plus | Shows credit at checkout |
| Klaviyo connected | Enables automated flows from day one |
| Staff trained on POS workflow | If you have physical stores |
App Navigation
The Angle app in Shopify admin has a consistent sidebar for daily operations:
| Section | What It Contains |
|---|---|
| Retention Dashboard | Analytics and retention metrics |
| Membership | Program configuration, tier management, activation |
| Customers | Customer lookup, loyalty profiles, credit history |
| Integrations | Klaviyo, Shopify Flow, and other connections |
| Onsite | Customer Account Extension and Checkout Extension settings |
Day-to-Day Operations
Customer Lookup
Search for any customer by name or email to view their loyalty profile:
- Current tier and qualifying spend
- Available and pending credit balance
- Credit transaction history
- Referral activity
- Wallet pass status
Manual Credit Adjustments
From a customer's profile, staff can:
- Add store credit — Issue credit outside of normal reward rules (e.g., for a service recovery or VIP gesture)
- Add receipt — Log off-platform qualifying spend for tier calculation (see Receipt Capture)
Tier Management
For spend-based programs, tier assignment is automatic. For tag-based programs, add or remove the tier tag from the customer's Shopify profile to move them between tiers.
Year-End Operations
For programs using Calendar year eligibility, consider these tasks at the end of each year:
- Review tier thresholds — should they increase with business growth?
- Update cashback rates if your program economics have changed
- Plan your year-end communication to members about their tier status for the coming year
- Review referral give/get values — are they still competitive?
The disable → edit → re-activate workflow applies to all of these changes. Plan your edit window during the lowest-traffic period of your year.