Setting Up Nudges – SHOPLINE Help Center

Member System allows you to set up nudge pop-ups. When customers visiting the online store meet specified conditions, a nudge pops up to guide customers to register an account, use points, use discount codes, etc., which can help you better improve customer engagement.

Enabling Nudges

You can enable or disable nudges in Member System at any time.

If you use the POS system, you can enable different nudges for online stores and POS channels.

If the green dot next to Nudges in the menu is lit up, then you have at least one nudge enabled.

Currently, you can set the following 4 types of nudges for online stores in the system:

Guide visitors to register and login: The nudge is pushed to daily visitors who visit the store for the first time and are not logged in. Customers can click to open the account creation and login pop-ups.
Guide customers to redeem points: The nudge is pushed to customers who have logged in and visited the Cart page or My account page if they have enough points to redeem rewards. Customers can click to open the points spending member component.
Guide customers to use their rewards: The nudge is sent to customers who have logged in and visited the Cart page if they have rewards that can be used. (If the customer has both rewards that can be used and enough points to redeem, the nudge to use rewards is prioritized.) Customers can click to open the rewards usage member component.
Guide customers to refer and share: The nudge is sent when the customer completes the order and enters the checkout page, or when the link in the Referral management is a product list page or product details page, and the corresponding page link is visited. Customers can click to go to the Referral management sharing page.

Currently, you can set the following 3 types of nudges for POS in the system, switch to POS channel tab to set up :

Guide customers to use birthday benefits: The nudge is pushed to POS store staff when the customer logs in and enters the POS Cart page or Checkout page if the customer has received a birthday discount but has not used it. The nudge prompts the staff to celebrate the customer’s birthday and remind the customer to use the birthday discount.
Guide customers to redeem points: The nudge is pushed to POS store staff when the customer logs in and enters the POS Cart page or Checkout page if the customer has enough points to redeem rewards. The nudge prompts the staff to guide the customer to use points to redeem discounts or products.
Guide customers to use their rewards: The nudge is pushed to POS store staff when the customer logs in and enters the POS Cart page or Checkout page if the customer has rewards that can be used. The nudge prompts the staff to guide the customer to use the rewards they already have.

You can click the Enable button in each nudge to turn on the corresponding nudge, or you can click the Nudges settings button to modify the nudge style.

Customizing Online Store Nudges

To customize an online store nudge, go to the settings page of the specific nudge and click Nudges settings to modify its display content and push settings.

Path: From Member System > Nudges, select the nudge you want to configure, then click Nudges settings.

Configurable Content

Different nudge types support different configuration options, including the icon, title, description, and button text. After you save your changes, customers will see your customized content. If you leave a field unchanged, the system default content will be displayed instead.

Account Creation

You can configure the following:

Icon style: Select a system icon or upload your own custom icon.
Title: Set the title displayed in the nudge.
Description: Set the description displayed in the nudge.
Button: Set the text displayed on the Sign up button.
Sign in description: Set the text displayed before the sign-in link.
Link text: Set the text displayed for the sign-in link.

You can also configure where customers are redirected after clicking the sign-in link:

Login/registration page: Redirect customers to the system's default member sign-in/sign-up page.
Custom URL: Redirect customers to a URL of your choice. When you select this option, enter the destination URL in the field provided.

Points Spending

You can configure the following:

Icon style: Select a system icon or upload your own custom icon.
Title: Set the title displayed in the nudge.
Description: Set the description displayed in the nudge.
Button: Set the text displayed on the Redeem rewards button.

Rewards Usage

You can configure the following:

Icon style: Select a system icon or upload your own custom icon.
Title: Set the title displayed in the nudge.

Refer & Share

You can configure the following:

Icon style: Select a system icon or upload your own custom icon.
Title: Set the title displayed in the nudge.
Description: Set the description displayed in the nudge.
Button: Set the text displayed on the sharing button.

Push Settings (Available for All Online Store Nudge Types)

All online store nudge types support configuring push frequency and push timing.

Frequency: Controls how often a nudge is displayed. Display frequency is tracked by the customer's browser. If the customer switches to a different browser or manually clears their browser cache, the display frequency will be reset.

Each display: Display the nudge every time its trigger conditions are met.
Once per day: Display the nudge at most once within any 24-hour period.
Once per week: Display the nudge at most once within any 7-day period.
Display only once: Display the nudge only once per customer. This option is available only for the Account creation nudge.

Timing: Controls when the nudge is displayed after the customer enters the page.

Push immediately when entering the page: Display the nudge as soon as the customer enters the page.
Push after specific time: Display the nudge after the customer has remained on the page for a specified period.
Push after page scrolling: Display the nudge after the customer scrolls to the specified percentage of the page.

Viewing Nudge Performance

In the Nudges module, you can view the performance of each nudge in the past 30 days..

Currently, only online store nudge data is supported. Each nudge card provides the following metrics.

Guide visitors to register and login: Times of nudges viewed, times of clicks on the register button, and times of actual account registrations through the nudge in the past 30 days.
Guide customers to redeem points: Times of nudges viewed, times of clicks on the redeem button, and times of actual rewards redeemed through the nudge in the past 30 days.
Guide customers to use their rewards: Times of nudges viewed, times of clicks on the redeem or more button, and times of actual orders applied with the discount code through the nudge in the past 30 days.
Guide customers to refer and share: Times of nudges viewed, times of clicks on the referrals button, and times of actual successful friend referrals through the nudge in the past 30 days.