Loyalty with Storefront Pro

Loyalty programs in Storefront Pro allow you to offer coupons, discounts, and loyalty points to your customers. Instacart partners with third-party loyalty program providers, such as Inmar and Birdzi, to deliver these programs. You have the flexibility to design a loyalty sign-up process that aligns with your brand’s identity. For more details about how loyalty program providers are integrated, see Loyalty program providers.

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Storefront Pro is available with or without a loyalty program. If you choose Storefront Pro with a loyalty program, your customers are automatically enrolled and can't opt out it.

When a customer clicks Sign In or Sign Up, they are redirected to your identity provider. For more information, see Retailer single sign-on. Customers are redirected to a service that creates their account. After it is created, this service sends them back to the storefront, logged into their loyalty account. Instacart then creates a loyalty account number which you add to your customer’s profile. The customer verifies the account through their phone number.

The following image shows the data flow:

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Instacart does not store any retailer-specific loyalty account information or personally identifiable information (PII) and has no visibility into customer data beyond what is linked to the Instacart profile. The streamlined data flow includes customer sign-up on Instacart, retrieving necessary information, verifying identity through a one-time password (OTP), and an API call to the retailer to validate and create the loyalty account.

Work with your Instacart representative to set up loyalty in Storefront Pro.

Display and link loyalty on your storefront

The following table shows features that can be configured to show and link to your loyalty program:

Feature	Description
Navigation links	Add links to headers and footers to link to your loyalty program page from the navigation in the web app or built-in apps. You can also access loyalty cards and rewards from the following: An item from the Account menu A quick link pill on your storefront. For more information, see Quick link pill. An item from the Navigation menu on your storefront These options are available only in the web app. Your loyalty card page and rewards page are displayed in a full page view window. For more information about the navigation link options, see Navigation.
Loyalty collection	A product collection with loyalty-specific pricing. To advertise savings for loyalty customers, first define the loyalty pricing or promotions, and then create collections that contain those items. To create a collection, see Manage collections.
Loyalty pricing	If loyalty pricing is implemented through the Catalog, discounts appear in the cart. For more information, see Loyalty requirements. For more information about what offers and discounts are supported, see Supported offer types.
Creatives	Develop creatives, such as banners or carousels, that link to your customer's loyalty program page. For more information about creatives, see Creatives. Banners are displayed to all customers, regardless of loyalty status. The following image shows an example of a banner:
Coupons and discounts	You can configure offers to your customers through discounts and campaigns configured in Instacart Platform Portal. For more information, see Discounting platform and Create offer discount campaigns.

Customize your loyalty program page

You can tailor how your loyalty program page looks and behaves for your customers. These options let you align the page with your brand and highlight the parts of your program that matter most.

Option	Description
Header layout	Choose how your program name, logo, and banner image are arranged in the page header. Overlay. A banner image with your program name and logo overlaid on top. Stacked. A banner image with your program name and logo below. This is the default. Image only. A banner image without your program name and logo. Name and logo only. Your program name and logo without a banner image.
Barcode display	Choose how the loyalty barcode appears on mobile. Hidden. The barcode is hidden behind a button that the customer taps to reveal it. This is the default. Inline. The barcode appears directly on the page.
Membership tier	If your program has membership tiers, the customer's current tier automatically appears on their loyalty program page, below their account information. No configuration is required.
Account identifier	Show or hide the account identifier section. Hiding it is useful for programs that don't display a customer-visible account number, such as card-scan programs.
External URLs	Add links to the bottom of the page, such as your program FAQs, terms and conditions, a store locator, or a forgot to scan link. Each link opens in the customer's browser.
Additional merchandising slots	You can add digital coupon carousels and points coupon carousels to your loyalty program page. Points coupon carousels display points redemption offers.
Separate banner images	Upload different banner images for desktop and mobile so the header displays well on each screen size. If you don't set a mobile image, your desktop image is used on mobile.

Customer experience

Customers see the results of your loyalty program page configuration each time they visit their loyalty or rewards page.

The header is the first thing customers see when they open the page. Depending on the layout you choose, they see a banner image, your program name and logo, or a combination, giving the page a look that reflects your brand.

Customers who are enrolled in a tiered program see their current membership tier displayed below their account information. For example, a customer in the Gold tier sees that label on their page. Customers who have not yet reached a tier do not see a tier label.

On mobile, customers access their loyalty barcode from the loyalty program page. If you use the inline barcode display, the barcode appears directly on the page. If you use the default setting, customers tap a button to reveal the barcode. Either way, the barcode is available for in-store scanning.

If you choose not to display the account identifier section (useful for programs that use card scanning rather than a customer-visible account number), customers see the loyalty program page without that section.

Any external URLs you add appear at the bottom of the loyalty program page. Customers tap a link to open it in their browser, where they can access resources like program FAQs, terms and conditions, or a store locator.

Access the loyalty program on your storefront

1. A customer can access the loyalty program through one of the following:

   • A loyalty program page with the customer's phone number. A loyalty program page describes the program and includes a way to sign up for a loyalty account with a phone number.

     The following image shows an example of a loyalty program page:

     

   • A barcode while in-store shopping. The following image shows and example of a barcode:

     

2. A verification code is sent by text to the customer. The flow is similar for both a new sign up and linking an existing loyalty account. If the code is correct, the customer account and loyalty accounts are linked. Otherwise, the customer sees an error.

   

3. The customer is redirected back to the storefront to continue shopping. Loyalty discounts are automatically applied at checkout.

Earn, view, and redeem loyalty points

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

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Loyalty points are currently not supported with all loyalty program providers.

Customers can redeem points for Dollar off basket discount offers only. For example, customers can use 1,000 points to get $10 off their basket. For information about Dollar off basket discount offers, see Basket discount offers.

Redeemed points are automatically applied during the checkout process. Discounts from points are reflected on the order status and receipts pages.

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

1. Points balance on the Rewards page.
2. Access loyalty barcode.
3. Redeem points to save on future orders.
4. View reward history.

View reward history

Loyalty points are displayed in the Reward History page with 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:

If your customers can't view the Rewards history page, contact your Instacart representative.