Installation & Quick Setup through WordPress
LoyalGenie can be easily set up through WordPress in a few simple steps.
First, you need to install the LoyalGenie plugin.
- Log into your WordPress website.
- Navigate to Plugins > Add New.
- Click Upload Plugin at the top.
- Click on Choose file, select the .zip file you downloaded, and upload it. Click Install now.
- Once the installation is completed, Activate the plugin.
- Once activated, LoyalGenie will be added to your left-side menu in WordPress Admin.
- Click on LoyalGenie and follow the on-screen instructions.
Sign up by entering your email and password and clicking Sign up.
After you sign up, you will receive a code via email to verify your email. Copy the code and paste it into the required field.
NOTE: If you don't get a code, please check your spam folder or resend the code by clicking Resend code below the Verify button.
In the next few steps, you will be asked to:
- Answer a few questions about your store.
- Authorize LoyalGenie access to your store
- Activate your reward program
Provide a few details about your store.
Click Authorize store access to let LoyalGenie WordPress plugin access your store.
LoyalGenie will also ask you to connect to your store. Since you are already logged into your WordPress website, you will be asked to provide Read/Write access to LoyalGenie.
Click on Approve.
After you provide access to LoyalGenie, you will be taken through quick program customization designed to help you get started.
NOTE: You can configure many other settings after you finish onboarding.
The last step allows you to quickly brand the rewards widget with your own touch.
Once you are done customizing the Widget, click Finish and you are ready to start using LoyalGenie.