Loyalty with Storefront Pro

In Storefront Pro, customers are automatically signed up for free loyalty programs when a customer account is created. Customers can't opt out of having a loyalty account. The storefront redirects the customer to your identity provider, which manages account creation and then returns the logged-in loyalty customer to the storefront.

note

For paid memberships, your sign-up flow must include a way for customers to link or purchase a paid membership.

Example journey

A new customer is redirected to an external page managed by the retailer's identity provider. In this example, the customer creates a retailer customer account and the customer's phone number is used for the free loyalty account.

1. A customer clicks a link in the header to log in or sign up for a retailer customer account. The storefront redirects the customer to the retailer's identity provider.

2. The customer completes the fields to sign up. A new retailer customer account is created, which includes a loyalty account with the customer's phone number as the unique identifier.

3. The identity provider redirects the customer back to the storefront on the same page where the customer initiated the sign-up process.

4. The customer shops and checks out as usual. Loyalty discounts are treated the same way as other discounts.

Site changes

The following changes can occur:

• Header. A button that links to your external loyalty program page.
• Loyalty program page. (Optional) An internal page that describes the program.
• Barcode. (Optional) Displays the customer's loyalty account number as a barcode on the loyalty program page. The customer can scan the barcode when shopping in one of your physical stores.

Configuration

To set up loyalty for your storefront, contact your Instacart representative.

Your representative walks you through the following stages:

1. Satisfying the prerequisites
2. Selecting optional capabilities
3. Understanding how loyalty interacts with related capabilities

Prerequisites

Before you integrate loyalty, you need the following items:

• Retailer SSO integration
• Inmar implementation

Retailer SSO integration

When a customer wants to sign up for a loyalty account, the storefront redirects customers to your identity provider. For more information about single sign-on, see Retailer SSO.

Inmar implementation

Instacart integrates with your existing Inmar solutions for loyalty account linking and coupons.

Optional capabilities

You can choose to implement the following optional capabilities:

• Loyalty program page
• Barcode on the program page
• Navigation
• Loyalty points

Loyalty program page

An internal page that describes the program.

The following image shows the assets and text that can appear on the loyalty program page:

1. Background image
   • Mobile: 1425x402 pixels
   • Desktop: 1000x310 pixels
2. Icon
   • Mobile: 84x84 pixels
   • Desktop: 110x110 pixels
3. Name of the loyalty program
4. Primary text
5. Field for customer's phone number to display or a barcode to display
6. Secondary text with up to two hyperlinks
7. Benefits, each with:
   • Icon: 192x192 pixels
   • Name: Approximately 36 characters
   • Description: Approximately 64 characters
8. Legal disclosure with up to two hyperlinks

Barcode on the program page

If you implement the loyalty program page, you can choose to display the customer's loyalty account number as a barcode. Enable this option when you want customers to be able to scan the barcode when shopping in your physical stores.

Navigation

You can choose to link to your loyalty program page from the navigation in the web app or native apps in any of the following ways:

• Primary link
• Secondary link
• Call-to-action link

For more information about the navigation link options and how they appear in the storefront, see the descriptions for each type of link in the Merchandising > Navigation page in the Instacart Platform Portal.

Loyalty points

Loyalty points are rewards from a loyalty program. Depending on the third-party provider that has been integrated, customers can earn points, view their points balance, and redeem points for rewards on the loyalty or rewards page.

note

Currently, customers can only redeem points for Dollar off basket discount offers. For information on Dollar off basket offers, see Basket discount offers.

Redeemed points are automatically applied in the checkout. The order status and receipts pages reflect the discounts applied from points.

To enable this feature, contact your Instacart representative.

The following images show how loyalty points are displayed on the loyalty or rewards page:

1. Points balance in the Loyalty Hub.
2. Access loyalty barcode.
3. Redeem points to save on future orders.
4. View points history.

Rewards history

The Rewards history page provides a breakdown of your past transactions, displaying the following details:

• Date of transaction
• Points earned and redeemed
• Category of the purchase (such as, groceries), if available
• Expiration date, if available

The following image shows an example of a Rewards history page:

note

If you don't see the Rewards history page, contact your Instacart representative.

Related capabilities

After your Instacart representative integrates loyalty, you can advertise the program and savings:

• Banners
• Collections

Banners

To advertise your loyalty program, create primary and secondary banners that link to your external loyalty program page. Banners are displayed to all customers, regardless of loyalty status. For more information about banners for Storefront Pro, see Creatives.

Collections

To advertise savings for loyalty customers, first define the loyalty pricing, promotions, or coupons, and then create collections that contain those items. For more information about collections, see Collections.