SU Sales Help Center — Setup Guides, Troubleshooting & Documentation

On this page

1. Interface & Fields
2. Prerequisite: Enable SU Sales Embed Popup

1Interface & Fields

Left Menu

Field Name	Description
Home	Click to return to the main admin page
Dashboard	Go to view KPI data reports for the four major ecosystems
Behavior Tracking Settings	Set up automated tagging logic
Points Settings	Set up points earning and redemption rules
Referral	Referral task management
Loyalty	Membership Tiers Setup Create and manage membership levels like Gold, Silver and Bronze. Set spending thresholds for upgrades.
Points Management	Member Points Management View and manage customer point histories, including manual adjustments when needed.
My Account	Change login email and forgot password
Plan	Annual/Monthly plan subscription or upgrade

Main Body Layout

📈 Boost Online Store Traffic

Create: Start creating the “Boost Online Store Traffic” process
Manage Online Store traffic：EnterBoost Online Store Trafficmanagement page

👥 Boost Number of Customers

Enable SU Sales Embed popup: Yellow button, enter Shopify Theme Editor to enable the embedded window (Required prerequisite)
Referral program setup: Enter the Referral Task Settings Interface
Test：Test the display effect of the Gift icon and referral window on the storefront
Create: Start creating the “Boost No. of Customers” process
Manage number of customers：EnterBoost No. of Customers management page

🔄 Boost Repeat Customers

Boost repeat customers by customer labels：Radio button，Create repeat purchase campaigns based on behavior tags
Boost repeat customers by membership tiers：Radio button，Create repeat purchase campaigns based on membership tiers
Create: Create the “Boost Repeat Customers” process
Manage repeat customers：EnterBoost Repeat Customers management page

🛒 Boost Customer Purchase Volume

Create：Create workflows for add-on discounts, multiple points, or free gifts with purchase
Manage customer purchase volume：EnterBoost Customer Purchase Volume management page

2Prerequisite: Enable SU Sales Embed Popup

🚨

This setting must be completed to enable the “Gift” icon at the bottom right corner of the online store homepage within the theme editor, allowing users to enable reward task pop-ups.

If not completed: Referral Program, membership tiers, and reward functions (including "Join reward tasks" and "Refer a friend to earn points") will not be displayed on the storefront.

1

Step 1：Click Enable SU Sales Embed popup on the Home page

Located at Boost Number of Customers In the Section, click the Yellow button Enable SU Sales Embed popup。The system will automatically redirect to the Shopify Theme Editor.

2

Step 2：Enable SU Sales Embed in Shopify Theme Editor

Find it in the left side menu SU Sales Embed，switch toEnabledstatus。

3

Step 3：Click Save in the top right corner to save

You must click Theme Editor in the top right corner of the theme editor Save, otherwise the settings will not take effect.

Required

⚠️

Scenario Example：If the merchant does not complete this setting, even if "Both parties get rewards for referring friends" is set in the Boost No. of Customers module, Referral Program Tasks will not appear on the storefront.

On this page

1. Scenarios & KPI Goals
2. Operation Steps
3. Instant Discount Specific Configuration
4. FAQ

1Scenarios & KPI Goals

Scenario	Merchant Pain Points	Expected KPI Improvement
Storewide Growth Tracking	Unable to quantify the overall Referee (New Customer) source growth brought by omnichannel marketing of the theme editor.	TCA (Total Customer Acquisition)
Marketing ROI Evaluation	Unclear budget allocation, need to confirm average storewide acquisition cost.	TTL CPCA (Total Cost Per Customer Acquisition)
Sales Health Diagnosis	Weak overall store conversion, need to monitor site-wide sales performance.	TTL SCR (Total Sales Conversion Rate)
Social Media Traffic	Customers get lost after entering the homepage from the advertisement, resulting in a high abandoned cart rate.	VA (Visitors Attracted)
Trending Product Promotion	New product conversion path is too long, high bounce rate.	SCR (Sales Conversion Rate)
Control Acquisition Cost	Advertising costs are too high, resulting in low efficiency in acquiring Referee (New Customer).	CPA (Cost Per Acquisition for each Referee (New Customer))

2Operation Steps

1

Step 1：Select Product

Product selection section: Input field/list button. Click the field on the right sidelist iconon the right side of the field to pop up the product list and select a flagship product.Required
Preview: Button located at the right side of the product section. After clicking, you can instantly preview the product’s appearance on the theme editor’s "Quick Buy Page."
Next: Button located at the bottom of the page. After confirming the product, click to enter the next step.

2

Step 2：Engaging Video (Visual Settings)

15s mobile video: Hint section. Please prepare a 9:16 (1920×1080px) vertical video for the theme editor mobile view.
More: Link. Click to expand the Adobe Free Video Cropper tool description and video production guidelines of the theme editor.
Video Example Area: Reference component located below the page, showing different video styles of the theme editor for various categories as a reference for store owners.

3

Step 3：Instant Discount

Create promotion: Button located at the center of the page. Clicking it will open the Promotion Templates popup for detailed settings.
No need for promotion: Button. Clicking will skip the promotion settings and directly enter the next step.

4

Step 4：Before Launch

Test redirect to product page: Blue button located at the upper right side of the section. Please make sure to click this button to test if the link accurately directs to the product page.Required
Edit Promotion: Button. If any problem is found during testing, please click here to return and revise the promotion details.

5

Step 5：Share it（Share and Promote）

Free Share Captivating Videos: Link list section. Provides the theme editor’s exclusive Fast Buy Tracking Links for FB, IG, X, and TikTok. Please click on the right side.copy iconon the right to get the link.
Please connect account: Blue link located at the right side within the Paid Advertising Section. If you want to run ads, please click here to enter the Social Media Connection interface for integration setup.

Click Create promotion to open the Promotion Templates popup and enable the following five promotion logics:

Promotion Type	Conditions	Discount Type (Effects)	Scenario Example
Compare-at Price	Shopify Product Setting：Enter the original price in Compare-at price, and the current price in Price	Visual Price Comparison：The page simultaneously displays the crossed-out original price and the current price, strengthening discount competitiveness	Suitable for seasonal clearance, allowing customers to intuitively feel the discount and stimulating purchase impulse
The 1st Order Discount	Upon a bought（USD）：Enter amount	Selectable Discount($) or Discount(%)	First order: Spend $100 and get 10% off to attract Referee (New Customer) conversion
Coupon	Select Coupon Code：Select a pre-set coupon code, choose Limited and enter the total number of coupon uses / Unlimited, or click "+" to add	Selectable Discount($) or Discount(%)	Cooperate with influencers, set an exclusive 15% discount code
Free shipping	Upon a bought ($)：Enter total purchase amount threshold	Free shipping	"Free shipping for orders over $500", increase average order value
Buy X, Get Y	Upon a bought (pc)：Enter purchase quantity threshold	Free Gift：Select free gift and quantity	Buy 1 flagship product, get 1 specified accessory free, speeding up inventory clearance

ℹ️

Mutually Exclusive Rules：The system will automatically determine whether the Coupon code is better than the existing discount and apply the best price at checkout.

Multiple discounts: This module indicates support for using multiple discount offers simultaneously, but the specifics depend on the logic between each rule.

4FAQ

Step 5 The copied link does not display the "Referral Gift Icon" on the storefront?▼

Please go to your Shopify Theme Editor, navigate to App Embeds, enable the SU Sales Embed switch and click Save.

VA (Visitors) is high, but SCR (Conversion Rate) is below 1%?▼

Enter Step 3 Increase the "Instant Discount" intensity (e.g., from 10% to 15%).
Enter Step 2 Replace with a more visually impactful product video.

Paid ad account cannot be connected?▼

Enter the Social Media Connection popup, verify that fields such as Access Token and Ad Account ID are correct, then please first click Test sync test successfully before clicking Save。

On this page

1. Scenarios & KPI Goals
2. Operation Steps
3. Promotion & Discount Specific Configuration
4. FAQ

1Scenarios & KPI Goals

Scenario	Merchant Pain Points	Expected KPI Improvement
Target VIPs	High-value VIP customers haven't repurchased in a while, need exclusive offers to stimulate consumption	TSCR (Total Sales Conversion Rate)
Daily Operations	Maintain daily revenue contribution through stable repeat purchases from old customers, avoiding large sales fluctuations	ADSA (Average Daily Sales Amount)
Recover Lost Customers	Customers abandon checkout midway due to hesitation or broken paths after adding items to the cart	ACR（Abandoned Cart Rate）
Referee (New Customer) acquisition cost (CPA) is too high	Over-reliance on paid ads, traffic costs erode profits	RRN (Referral Registration Number)
Existing Customers Lack Sharing Motivation	Brand has loyal customers but cannot convert them into brand ambassadors	RRR (Referral Registration Rate)
Referee (New Customer) registers but does not purchase	Visitors only register for rewards, lacking incentives for first-order conversion	RFCR (Referral First Purchase Conversion Rate)

2Operation Steps

⚠️

Prerequisite: Must be completed first Enable SU Sales Embed popup Settings (Located at Home page Boost Number of Customers Section), otherwise the frontend gift icon will not be displayed.

1

Step 1：Select Product (Select Product and Reward Settings)

Field Name	Description	Required
Link name	Fill in the identification name of this referral task for recognition on the management page	Required
Select flagship products	Dropdown menu to select Category, Products, or Product Labels to determine the recommended link redirect to the theme editor product page	Required
Referrer task reward	Radio button to set Referrer rewards: enter the number of Points to give; for Coupon Code, click + to open the Add Coupon window	Required
Referee (New Customer) (new customer) task reward	Radio button to set Referee (New Customer) rewards, same options as Referrer; custom values allowed	Required
Next	Button located at bottom of the page; after confirming settings, proceed to next step	—

2

Step 2：Instant Discount（Instant Discount）

Create promotionButton located at center of the page. After clicking, opens the Promotion Templates popup. Set promotion conditions and outcomes in the theme editor.
No need for promotionButton to click to skip setting time-limited discounts for Referee (New Customer).
Back / NextButton located at bottom of the page, used for switching steps.

3

Step 3：Before Launch（Test Before Launch）

Clicking the Link by the Referee (New Customer)Preview area showing an example of the social message received by Referee (New Customer) in the theme editor.
Test redirect to product pageButton located at right side section. Click to confirm that the referral link accurately redirects to the main product page.
CompleteButton located at bottom of the page. After clicking, officially publish this referral program.

Popup settings are divided into Conditions (Conditions) and Effects (Effects)：

Promotion Dimension	Field Name	Setting Logic
Effective Threshold	Operator	Dropdown to select operator (>, =, >=)
Effective Threshold	Product Condition type	Dropdown to select trigger by Amount or Count
Promotion Type	Promotion Type	Selectable Discount or Free Gift ($)
Discount Details	Discount Type	Dropdown to select Shipping Discount or Specified Products
Discount Details	Discount rate or amount	Dropdown to select Percentage (%) or Amount ($) and enter value

💡

Scenario Example：Set "Referral registration: Referrer earns 5 points, Referee (New Customer) earns 10 points. If the Referee (New Customer) spends over $100 on the referral page, featured products get an additional 5% discount."

✅

Mutually Exclusive Rules：Referral Rewards and Instant Discount can be combined. If customers hold other coupons simultaneously, the system will apply the best price for the customer at checkout.

4FAQ

Gift Icon does not appear in the bottom right corner of the storefront?▼

Must go to Home page or Referral main page and click Enable popup. The system will redirect to the Shopify Theme Editor, please enable App Embeds on the left side. SU Sales Embed and click Save in the top right corner.

RRN (Registration Number) is high but RFCR (First Purchase Rate) is extremely low?▼

This indicates the rewards are attractive but product conversion is insufficient. Please enter Step 2 to increase the Referee (New Customer) Rewards amount in the theme editor, or replace the featured product with a more attractive bestseller in the theme editor.

Customer didn't receive points after referring a friend?▼

Please go to the left side menu Points Settings to check. Points are defaulted to officially credit only "after the product is delivered and receipt is confirmed", which is set in "Point Assign Day", to avoid return disputes.

How to manually adjust points?▼

Please go to the left side menu (click View More to expand) Points Management, search for the member and select, then expand Member Points in the right side panel and click Point Manual Adjustment to adjust points. You must enter a reason for the adjustment.

On this page

1. Scenarios & KPI Goals
2. Operation Steps
3. Promotion & Discount Specific Configuration
4. FAQ

1Scenarios & KPI Goals

Scenario	Merchant Pain Points	Expected KPI Improvement
Target VIPs	High-value customers haven't repurchased in a while, need to send exclusive benefits	TSCR（Total Sales Conversion Rate）
Daily Operations	Daily revenue contribution, boost repeat purchases from old customers	ADSA（Average Daily Sales Amount）
Recover Lost Customers	Customers abandon checkout midway after adding items to the cart	ACR（Abandoned Cart Rate）

2Operation Steps

Process Selection

Process Selection: Radio button, located in the Home Section. Please select Audience by customer tags or Audience by membership。 Required

1

Step 1：Target Audience（Target Audience）

A. Audience by customer tags
Select Audience Type: Dropdown menu, located on the left side of the page. Options include Behavior Tracking Settings tags.
Selected target audience: display box, located on the right side of the page. Confirms the currently selected target group in the theme editor.
B. Reward & Promotion by membership tiers
Select Member Audience: option, located on the left side of the page. Choices include Each tier offers unique promotions or Apply to all members。
Selected Member Levels: Dropdown menu, selectable current targets in the theme editor Membership tiers (multi-select allowed)
Create Promotion：Button，Located atcenter of the page。Click to open the Create Promotion window.
Conditions (if)：
"Event" default is Target Audience. Press
"Coupon" (Dropdown to selectpre-set coupon codes, or click "+" to add
"Specific Date" select condition limits for specific dates. Save after saving, you can add the following two conditions to use simultaneouslyCoupon Code or press "+" to add) or
"Never Expire" check to indicate no expiration.
Effects：

Promotion Type

Shipping Discount

Specified Products & Total Payment

Percentage(%)

Amount($)

and enter value

Next: Button, located at bottom of the page. Click to enter discount settings.

2

Step 2：Remarketing promotion discounts（Customer Tags）

Create promotion: Button, located at center of the page. Click to open Promotion Templates window.
Conditions (if)：
"Event" default is Target Audience. Press
"Coupon" Dropdown to selectpre-set coupon codes, or click "+" to add
"Specific Date" select condition limits for specific dates. Save after saving, you can add the following two conditions to use simultaneouslyCoupon Code or press "+" to add) or
"Never Expire" check to indicate no expiration.
"Event Type" Dropdown menu, optional Specific Date、Specific Day of Month、Specific Day or Week or Date Dange
Effects：

Promotion Type

Shipping Discount

Specified Products

Edit Promotion: Button, located at right side below the preview area. Used to edit saved discount content of the theme editor.

3

Step 3：Campaign

Create an appealing campaign: Checkbox, optional Email or SMS。
Recipient ：Displays recipients corresponding to the selected Customer Labels。
Edit Template: Click to enter Edit Template operation. You can click the left side operation panel to expand components such as Basic Info, Header, Banner, Promotion Contents, Image and Text, Button, Footer for visual editing.
Release: Button, located at bottom of the page. After clicking, officially execute remarketing send.

This module supports setting differentiated discounts for different member values:

Promotion Dimension	Field Name	Setting Logic
Discount Type	Discount Type	Dropdown select Shipping Fee, Specified Products, or Total Payment
Calculation Method	Discount rate or amount	Dropdown to select Percentage (%) or Amount ($) and enter value
Free Gift Rule	Count / Products	Enter gift quantity and select the gift product from the list
Coupon Code Limit	Redemption Limit	Check Limited and enter times to limit single Coupon usage

💡

Scenario Example：Set "Abandoned Cart group repurchases within 1 hour, gets 5% off entire order and a free shipping code".

4FAQ

Why does the audience list show 0?▼

Please go to Behavior Tracking Settings Confirm whether the corresponding action (e.g. Viewed) tracking switch of the theme editor is enabled.

Is the ACR (Abandoned Cart Rate) metric continuously high?▼

Increase the sending frequency of "Recovery Emails" of the theme editor, or provide higher-value limited-time discount codes in the emails.

On this page

1. Scenarios & KPI Goals
2. Interface & Fields
3. 5 Major Promotion Templates
4. FAQ

1Scenarios & KPI Goals

Scenario	Merchant Pain Points	Expected KPI Improvement
Low Average Order Value	Customers tend to buy only a single item and checkout	CML AMT (Cumulative Amount)
Low Add-on Rate	Checkout page lacks incentives to guide customers to add more items	ATR (Attach Rate)
High-frequency Consumables Promotion	Need to promote bulk purchases of the same item (e.g., stocking up)	CML QTY (Cumulative Quantity)

2Interface & Fields

Entry Page (Home Entry)

Field Name	Type	Description
5 Major Promotion Templates	Icon Section	Includes Buy X+、Spend X+、Coupon、Bonus PTS、Free Gift
Create	Button	Located at bottom of the page in the blue section. After clicking, create and select a new promotion rule of the theme editor.
Edit and manage	Link	Located below the Create button, click Enter to manage the list and view performance

35 Major Promotion Templates

Template Type	Conditions	Effects	Scenario Example
Buy X+, Save Each	Upon a bought (pc): Buy N pieces of specified products	Discount: specified products receive an additional % or $ discount	Buy 2 T-shirts, each automatically gets 10% off
Spend X+, Save Each	Upon a bought ($): Total order amount reaches threshold	Discount: specified products receive an additional % or $ discount	Spend over $500, get specified hand cream at half price
Coupon	Select Coupon Code：Select a pre-set coupon code, choose Limited and enter the total number of coupon uses / Unlimited, or click "+" to add	Discount: Unlock full order discount	Enter Discount123 for $100 off entire order
Bonus PTS	Event: reach a minimum quantity, amount, or specific action	Points Multiple: Get N times points reward	Spend over $300 storewide on Sunday to get 3x points
Free Gift	QTY/Amount: reach a minimum quantity or amount	Free Gift: receive specified gifts and quantities	Buy $200 more to get a beautiful storage bag

4
Rule Field Description

Buy X+ Save Each Rule Creation Popup

Field Name	Description	Required
Discount Type	Dropdown menu, select Discount (%) or Discount ($) calculation method	Required
Condition content	Product selection field, click the right side list to select "Trigger Condition Product"	Required
QTY	Input field located to the right of Upon a bought (pc), enter the threshold quantity to activate the discount	Required
Discount content	Product selection field, select the product enjoying the discount, fill in the discount of the selected Discount Type (Can check All products to apply storewide)	Required
Save	After clicking Save and activate rule	—

Spend X+, Save Each Rule Creation Popup

Field Name	Description	Required
Discount Type	Dropdown menu, select Discount (%) or Discount ($) calculation method	Required
Condition content	Input field located to the right of Upon a bought ($), enter the threshold amount to activate the discount	Required
Discount content	Product selection field, select the product enjoying the discount, fill in the discount of the selected Discount Type (Can check All products to apply storewide)	Required
Save	After clicking Save and activate rule	—

Coupon Rule Creation Popup

Field Name	Description	Required
Discount Type	Dropdown menu, select Discount (%) or Discount ($) calculation method	Required
Select Coupon Code	Dropdown menu, please select a pre-configured discount code in "Add Code", or click "+" to add	Required
Discount content	Input field, please enter the discount value granted by the discount code	Required
Save	After clicking Save and activate rule	—

Add Coupon Rule Creation Popup

Field Name	Description	Required
Fixed Code	Default is selected status, used to set a fixed set of discount codes	Required
Coupon Code	Input field, please manually enter the discount code name you want to set	Required
Promotion	Displays the promotion associated with this code	—
Never Expire	This coupon code will be permanently valid	—
Limited / Unlimited	•Limited: Total times the code is used by different customers •Unlimited：Codes can be used unlimited times by different customers	Required
Add Coupon	After clicking Save to add the discount code	—

Bonus PTs Rule Creation Popup

Field Name	Description	Required
Condition Name	Input field, please fill in the internal identifier name (e.g., Triple Points Sunday)	Required
Trigger Event / Scheduling Discount	Radio button，Please select「Trigger Event」 or 「Scheduling Discount」	Required
Condition	Dropdown menu, please select the trigger category	Required
Vary based on membership tiers	Checkbox: Check this option if you want to provide higher points for different Membership Tiers.	Optional
Points multiple	Input field: Please enter the points multiplier (For example: x 3).	Required
Save	After clicking Save and activate rule	—

Free Gift Rule Creation Popup

Field Name	Description	Required
Condition Type	Dropdown menu，Please select Buy X, Get Y、Free gift upon amount or Free gift upon unit	Required
Condition Free	Checkbox: Check this option if the Free Gift is given unconditionally.	Optional
Condition content	Product selection area, please select the target product to achieve the gift condition	Required
Upon a bought (pc) / QTY	Input field: Please enter the required purchase quantity or amount threshold.	Required
Discount content	Product selection area: Please click to select the product item as a gift.	Required
Gift / Count	Input field: Please enter the quantity to be gifted (For example: 1).	Required
Save	After clicking Save and activate rule	—

💡

Bonus PTS Integration: Bonus PTS can be linked with Membership Tiers to set higher multipliers for different Membership Tiers (e.g., VIP 3x, Regular 2x).

✅

Visual Prompt：The Free Gift mode will in the "Product Details Page"display the prompt text "Buy Product A (1 item) and get a free gift (1 item) (Product A)".

5
FAQ

Set up add-on discount, but cart doesn't automatically reduce price?▼

Check Point 1：Enter Home to confirm if it has been clicked. Enable SU Sales Embed popup and saved in Shopify Admin.
Check Point 2：Enter the management page to confirm that the rule Status is displayed as Enabled instead of Draft。

ATR (Attach Rate) is lower than expected?▼

This indicates that the add-on product is not attractive. Please replace the Free Gift item, or increase the Bonus PTS multiplier to make it more appealing to customers.

How does it work when points multiple rules overlap?▼

If Enabled Vary based on membership tiers, the system will prioritize the corresponding multiple of the customer's tier.

How to disable no longer needed campaigns?▼

Enter Boost Customer Purchase Volume Management, click Status in the event row to switch to Disable, or clicktrash iconto delete.

On this page

1. Interface & Fields
2. KPI Deep Dive
3. FAQ

1
Interface & Fields

Navigation and Global Settings

Field Name	Location	Description
Dashboard	Left side menu	After clicking Enter, access the Data Overview page.
Date	Top right corner of the page	After clicking, you can filter the data by statistical date range.
Date Range Display	Date button left side	Text showing the current report date range of the theme editor (For example: Feb 23 2026 – Mar 24 2026)

Data Section content (4 module Sections)

Each Section Includes the following Fields for monitoring specific ecosystems:

Field Name	Description
Process	Text, displaying the ecosystem name (e.g., SU Boost Traffic)
Status: Active	Green tag, indicating the workflow is running
Status: Inactive	Gray label (or not showing Active) indicates the process has stopped
KPI Value Area	Each module displays 3 core metrics (see detailed KPI analysis below)

2KPI Deep Dive

Dashboard metrics are not just numbers, but the basis for adjusting promotion rules.

Ecosystem	KPI Field	Data Definition	Diagnosis and optimization actions
Boost Online Store Traffic	VA (Visitors Attracted)	Number of visitors entering the store via social community Link of the theme editor	If VA is low, it means ad traffic is insufficient, need to increase ad spend
Boost Online Store Traffic	CPA (Cost Per Customer Acquisition)	Promotion cost ÷ Number of new registrations generated through this module (Boost online store Traffic)	If CPA metric is too high, it indicates the traffic videos lack appeal, or the landing page of the theme editor provides insufficient conversion incentives
Boost Online Store Traffic	SCR (Sales Conversion Rate)	Number of transactions ÷ Visitors Attracted (VA) Transactions through	If VA is high but SCR is low, it means the page is not attractive, please increase the Instant Discount
Boost No. of Customers	RRN (Referral Registration No)	Total number of successful recommended registrations of the theme editor Referee (New Customer)	If RRN is low, it means the referral reward is not attractive
Boost No. of Customers	RRR (Referral Registration Rate)	Number of successfully referred registered new customers ÷ Number of referrals (rounded to nearest whole number)	If RRR is low, please increase the Referrer Reward
Boost No. of Customers	RFCR (Referral First Purchase Conversion Rate)	First purchase transaction volume from referrals ÷ Number of Referee (new customers) (rounded to nearest whole number)	If RFCR is very low but registration count (RRN) is high, it means the referral reward (registration gift) is attractive, but store products or checkout incentives are insufficient to motivate Referee (New Customer) to place their first order
Boost Repeat Customers	TSCR (Total Sales Conversion Rate)	(Number of orders from selected customers/Total selected customers) x 100%	If TSCR is low, you should reset the precision of Customer Tags audience
Boost Repeat Customers	ADSA (Average Daily Sales Amount)	Total sales amount from selected customers ÷ Number of days.	If data is lower than expected, it means the repeat purchase frequency of old customers is insufficient
Boost Repeat Customers	ACR (Abandoned Cart Rate)	((Carts created − Carts purchased) by selected customers ÷ Carts created by selected customers) × 100%	If Abandoned Cart Rate is high, please strengthen the discount reminder frequency of Abandoned Cart Email Campaigns
Boost Customer Purchase Volume	CML QTY (Cumulative Quantity)	Cumulative total sales quantity of products brought	If data growth stagnates, it means the current promotion threshold of the theme editor (e.g., buy X items for discount) is too high, or the add-on products of the theme editor lack appeal, resulting in customers lacking motivation to “buy one more” in the theme editor
Boost Customer Purchase Volume	CML AMT (Cumulative Amount)	Cumulative total sales amount brought by this module	If data growth is slow, it shows that current promotion incentives are insufficient to effectively increase total order value
Boost Customer Purchase Volume	ATR (Attach Rate)	Measure the success rate and participation of add-on campaigns of the theme editor	If ATR is low, please change the Free Gift item or increase the Bonus PTS multiplier

3FAQ

Status shows Active, but all KPI data are 0?▼

Please confirm the Date selection range at the top right corner of the theme editor is correct. If the date is correct, please check if the Home page is Enabled SU Sales Embed popup, otherwise the tracking Link will not be able to collect data.

Found abnormal data in a specific workflow (e.g., extremely low SCR), how to quickly fix it?▼

Return directly to Home and click the Manage button of that ecosystem (e.g., Manage Online Store traffic), click the event row right side of the theme editor Edit to enter Step 3 of that rule in the theme editor to adjust the discount strength.

On this page

1. Points Settings Points Basic Settings
2. Loyalty Specific Configuration
3. Membership Tiers Membership Tiers Settings
4. Points Management
5. FAQ

1Points Settings Points Basic Settings

Navigation path: left side menu → click Loyalty → Points Settings

Type	Function	Setting Logic
Membership Tiers	Membership Tiers Setup	Create and manage membership levels like Gold, Silver and Bronze. Set spending thresholds for upgrades.
Points Management	Points Management	View and manage customer point histories, including manual adjustments when needed.

3Membership Tiers Membership Tiers Settings

Navigation path: left side menu → click Loyalty → Membership Tiers

Field Name	Type	Setting Logic	Required
Membership Tier Management	Table	Displays Action, Sort, Membership Tier Name, Total Members, Created On. View existing theme editor Membership Tiers. Click the above green Add icon to create a new Membership Tier.	—
Basic Info	Expandable component	Tier name	—
Membership Tier Name	Text	Define the Tier name (e.g., Gold, Silver, Bronze)	Required
Membership Upgrade Rules Setup	Expandable component	Set member upgrade conditions and tiers	—
Member Level Order	Dropdown menu	Meet upgrade criteria, system upgrades by level order. Bigger number = higher level, smaller number = lower level.	Required
Membership Upgrade	Input field	選擇 Accumulated Purchase or Single Purchase 條件方式。輸入 >= 金額升級threshold (e.g., accumulate spending of $5000 to upgrade to Level 2 Bronze)	Required

4 Points Management

Navigation path: left side menu → click Loyalty → Points Management

💡

Scenario Example：Set the upgrade threshold for "Bronze Member" as an accumulated spend of $5000. After successful upgrade, Bronze Members automatically enjoy 2x Bonus Points rewards on every purchase and free shipping.

5FAQ

Why didn't the customer see points credited after placing an order?▼

By default, the system credits points only after "product delivery and confirmation of receipt." Please enter Points Settings to confirm the Points Assign Day setting.

How to manually handle points disputes (such as missing points or compensation)?▼

Enter left side menu Points Management → search for member → in the right side panel expand Member Points, click Point Manual Adjustment to add or deduct points. You must enter a Reason to complete the adjustment.

Points redemption option didn't appear on the checkout page?▼

Go to Home and click Enable SU Sales Embed popup and saved in Shopify Admin.

If a customer returns an item, will points be automatically deducted?▼

It is recommended to set the points credit time after the return period (e.g., 7 days). If points have already been credited, they must be manually deducted via Point Manual Adjustment. (Procedure: enter left side menu Points Management → search for member → in right side panel expand Member Points, click Point Manual Adjustment to deduct points. You must enter a Reason to complete the deduction.)

Navigation path: left side menu → click Points Settings

AStatus & Points Credited

Field Name	Description	Required
Status	Toggle switch to globally enable or pause the points function	Optional
Points credited	Description text: by default, the system issues points only after "product delivery and confirmation of receipt"	—

BReward (Earn Points)

Field Name	Description	Required
Type	Radio button/Dropdown: Apply to All Members (same ratio shared by all) or Different rules for membership tiers (set by level)	Required
Every USD	Input field, set the spending threshold amount	Required
Earn Point(s)	Input field, set the points earned after reaching the target	Required
Reward Expiration	Checkbox/Input, optional Never Expired or enter the valid days after points are credited	Required
Points Assign Day	Input field, set the number of days after order confirmation for points to be officially credited	Required

CPoint Usage

Field Name	Description	Required
Type	Radio button/Dropdown: Apply to All Members (same ratio shared by all) or Different rules for membership tiers (set by level)	Required
Every Point(s)	Input field, set the base points required for redemption	Required
Exchange Amount (USD)	Input field, set the cash value deductible per point	Required
Maximum Redeem Discount Per Order	Checkbox, limit the maximum deductible amount per single order	Optional
Max Redeem Discount	Dropdown/Input,Limit the maximum points or amount redeemable per order	Required

💡

Scenario Example：Set 'Earn 1 point for every $10 spent', the Referee (New Customer) receives an additional 10 points upon completing the referral registration.

Points input field not appearing on the frontend checkout page?▼

Confirm the status is Enabled, and it has been activated on the Home page SU Sales Embed popup。

Customer canceled order, will points be returned?▼

Points are usually credited "after receipt". If returned before crediting, they are not issued. If already credited, they must be manually deducted via Points Management.

What if a customer qualifies for both 'Storewide Promotion' and 'Membership Tier Discount'?▼

The system will automatically calculate all discounts and apply the best price for the customer at checkout.

Navigation path: left side menu → click Points Management

1Member list and search

Field Name	Description
Search Bar	Input field, enter member name, tier, or tag keywords
Blue Magnifying Glass	Button, execute precise filtering after clicking
TableField	Displays Customer Name, Email, Pts TTL, etc.

2Member Points Right Side Detailed Panel

Click any member in the list, detailed information pops up on the right side:

Field Name	Description
Basic Info	Expand the section to display Customer Name, Email, Mobile No., Membership Tier, and owned Customer Labels of the theme editor
Member Points	Expand the section to display total points and points expiring within the next 3M / 6M / 12M and after 1 year of the theme editor
Point Manual Adjustment	Button located at Member Points Section; click to open the manual adjustment window

3
Points Manual Adjustment

Field Name	Description	Required
Points Total to be added or deducted	Input field; positive number to add points, negative number (e.g., -50) to deduct points	Required
Reason for points adjustment	Input field; adjustment Reason must be filled in (within 200 characters)	Required
Apply	Blue button; confirm and execute the adjustment	—

4Referrals & Log

Field Name	Description
Referrals	Expand the section to switch between As Referrer or As Referee (New Customer) to view referral history
Member Points Log	Expand the section, TableView Created On, Point Adjustment Reason, Point Adjustment, Adjustment Type, Expiry Date, and Point Balance

5 FAQ

Why can't I click the Apply button?▼

Reason field is empty, or adjustment amount not entered.

Customer account shows Pts TTL as 0, but I just set a rule?▼

Historical orders will not retroactively issue points. New rules only apply to transactions after setting.

How to search for all "high-spending" members?▼

Enter in the Search Bar High Spend in the search bar and search, the system will filter based on Behavior Tracking tags.

Will the customer receive a notification after point adjustment?▼

The system will not actively notify. It is recommended to use Boost Repeat Customers to send a "Point Change Notification" Email.

Navigation path: SU Sales → Referral

On this page

1. Scenarios & KPI Goals
2. Main Page Section
3. Process Selection (Three Major Types)
4. Reward Settings Popup
5. Promotion Specific Configuration
6. FAQ

1Scenarios & KPI Goals

Scenario	Merchant Pain Points	Expected KPI Improvement
High Customer Acquisition Cost	Paid advertising (FB/Google) costs soaring, profits being eroded	RRN (Referral Registration Number)
Insufficient customer retention	Existing customers do not revisit after purchase, lacking brand promotion motivation	RRR (Referral Registration Rate)
Conversion path broken	Referee (New Customer) only registers without making a purchase after being referred	RFCR (Referral First Purchase Conversion Rate)

2Main page Section

Field Name	Type	Description
Enable popup	Yellow button	After clicking, it redirects to Shopify Theme Editor. You must enable the SU Sales Embed toggle in the App embeds and Save, otherwise the front-end Gift icon will not be displayed
Point Setup	Button	If you plan to use points for referral rewards, please click here first to set the points ratio and accounting rules
Create Basic Referral program	Button	Enter the referral flow selection interface
Test	Button	Used to simulate and test the display effect of the Gift icon and referral window in the theme editor

3Flow selection (3 main Types)

After entering Referral Program Setup, please choose one from the three icons:

1

Referral Registration Reward

After the friend completes registration, rewards are issued.

2

1st Order Award(Recommended)

After the friend completes first order, both parties receive rewards. It is recommended to use this option to filter out invalid registrations.

3

Referral Repeat Purchase Reward

Friendevery repeat purchase, both parties can receive rewards, suitable for long-term reward mechanisms.

4Reward Settings Popup

Field Name	Type	Description	Required
Rule Name	Input field	Set the identification name of this referral rule in the theme editor	Required
Referee (New Customer) Rewards (New Member)	Dropdown menu	Set the reward Type (Point or Coupon) for the Referee (New Customer) in the theme editor	Required
Referrer Rewards	Dropdown menu	Set the reward Type for the old customer (Referrer) in the theme editor	Required
Reward Points	Input field	If Point Reward is selected, enter the points value to be issued (e.g., 10 Pts) in the theme editor	Required
＋（Coupon）	Button	Click to add a discount code rule	—
Cash ($) / Discount (%)	Dropdown menu	Choose fixed amount or percentage discount	—
Save	Button	Located at the bottom of the popup, save the current reward settings in the theme editor	Required
Preview	Button	Instantly preview the rule description text inside the front-end Gift icon in the theme editor	—

Reward Dimension	Reward Type	Setting Details	Scenario Example
Point Reward	Point Reward	Set fixed points, such as 5 Pts or 10 Pts	Set 'Recommend registration to give Referee (New Customer) 10 points, existing customer 5 points'
Coupon Reward	Coupon Reward	Must enter the Coupon Code prefix; the system will randomly generate a 5-digit suffix	Set 'Referrer receives $5 voucher, Referee (New Customer) gets $10 off next purchase'

⚠️

Special Logic：Point Rewards are usually credited to the account only after the product is delivered and receipt is confirmed, to prevent fraudulent returns.

6FAQ

Why can't the Gift icon be seen on the storefront?▼

Go to the Home or Referral main page, click Enable popup, confirm that the switch is enabled in the Shopify Admin under the theme editor App embeds and click Save.

Referee (New Customer) clicked the link but did not receive the reward?▼

Reason 1：Referee (New Customer) did not complete registration on the referral redirect page.
Reason 2：If the merchant sets the theme editor to 1st Order Award, the Referee (New Customer) must complete their first order before the reward is issued.

What to do if RRR (Referral Registration Rate) is too low?▼

This indicates that the current theme editor rewards (Points or Coupon amount) lack appeal to existing customers. Please enter Referral Program Setup to increase the Referrer Rewards value.

High RRN (registration number) but low RFCR (first order rate)?▼

Increase Referee (New Customer) Rewards, or optimize the visual appeal of featured products in the Boost Online Store Traffic module within the theme editor.

Campaign setting incomplete?▼

If the management list shows "Incomplete setting", please click Edit and enter the final step then click Complete to officially launch.

Operation path: left side menu → click Behavior Tracking Settings

🚨

Important Note：If the corresponding tracking switch is not enabled, the audience list of the 'Boost Repeat Customers' module in the theme editor will show as 0, preventing the creation of precise remarketing campaigns.

1Target Audience

Field Name	Description
Subscribed Visitor	Right side toggle, when enabled, visitors subscribing to the newsletterare automatically tagged as Subscribed
New Customer	Right side toggle, when enabled, first-time registered customers are automatically tagged as New Customer
Tier	Right side toggle, when Membership Tiers change, the system automatically syncs tier tags

2Behavior

Field Name	Description
Viewed (Products)	Right side toggle, after customers view products, they are automatically tagged as Viewed
Idle Cart	Right side toggle, when products are added to the cart but the checkout page is not entered, for that customerautomatically tagged as Idle Cart
Abandoned Cart	Right side toggle, when products are removed from the cart or checkout is abandoned midway, the customer is automatically tagged as Abandoned Cart
Purchased	Right side toggle, after payment is completed, for that customerautomatically tagged as Purchased

3Spending Power

Field Name	Type	Description
Type	Dropdown menu	Choose Purchase Amount (Cumulative Order) or No. of Purchase (Product)
Per	Dropdown menu	Set statistical period (e.g., Last 30 Day, Last 1 Year)
High Spending Power	Input field	Enter a value (e.g., 2000) as highcustomers at or above this value. Customers at or above this value are automatically tagged as High Spending Power.
Low Spending Power	Input field	Enter a value (e.g., 300), customers below this value. Customers below this value are automatically tagged as Low Spending Power.

ℹ️

Med Spend Logic: Customers between the High and Low values are automatically classified by the system as Med Spend, no manual input required.

4Return

Field Name	Description
Return	Right side toggle, customers with a return history，are automatically tagged as Returns

ℹ️

Stacking Rules: A single customer can have multiple tags simultaneously. The system will dynamically update tag statuses based on the latest Behavior in the theme editor.

5 FAQ

Tracking is enabled, but you can't see the audience in the "Boost Repeat Customers" module?▼

Check 1:Confirm that the corresponding switch in Behavior Tracking Settings in the theme editor has turned blue with the "Enabled" status.
Check 2:Confirm that the SU Sales Embed popup on the Home page in the theme editor is enabled and saved in the Shopify Admin.

After modifying spending threshold, will old tags update immediately?▼

Tags will be instantly calculated and updated based on new rules the next time the customer takes an action (such as browsing or placing an order).

Do Return tags affect points?▼

Return tags are mainly used for marketing segmentation. Points issuance is controlled by Points Settings, and by default, points are credited after order fulfillment to avoid disputes.

🚨

Highest Priority Setting: If this switch is turned off, all frontend automation functions will be disabled, including the Referral Gift Icon, points redemption box, and behavior-triggered popups.

On this page

1. Scenarios & KPI Goals
2. Operation Steps
3. Affected functions in the theme editor
4. FAQ

1Scenarios & KPI Goals

Scenario	Merchant Pain Points	Expected KPI Improvement
Launch Referral Program	Although referral rewards are set, customers cannot see the sharing entry (Gift Icon) on the storefront	RRR (Referral Registration Rate)
Points Redemption Application	Customers cannot find the points input field on the checkout page and are unable to redeem points.	ADSA (Average Daily Sales Amount)
Enhance Storefront Interaction	No automatic popup guidance after visitors enter the store, high drop-off rate	VA (Visitors Attracted)

2Operation Steps

1

Step 1：Find the enable button in the App

Enter SU Sales → Home → Find Boost Number of Customers section, click Enable SU Sales Embed popup Yellow button。

The system will automatically open a new window and redirect to the Shopify Theme Editor.

2

Step 2：Locate SU Sales Embed in Shopify Theme Editor

In the left side Search Bar, enter "SU Sales" to quickly locate the App embeds list in the theme editor. SU Sales Embed in the App embeds list, click to switch toEnabled（Enabled/ON）status。 Required

3

Step 3：Click Save in the top right corner to save.

After enabling the switch, you must click the theme editor.in the top right cornerof the theme editor Save, otherwise the settings will not take effect.

You can click Refresh Manually update the Link on the right side of the theme editor's storefront preview. Required

⚠️

Note on Changing Themes: App embeds are bound to a specific theme in the theme editor. If you publish a new theme, you must repeat the above steps in the new theme within the theme editor.

3Affected theme editor functions

Affected theme editor functions	Trigger and display logic	Mutually Exclusive Rules
Referral Program	After enabling, a Gift Icon will appear at the bottom right corner of the storefront. Clicking it triggers the referral reward description.	None. Can coexist with various types of automatic discounts.
Points Usage	In the checkout page, the section generating points redemption displays “You have XXX points available.”	Requires Points Settings to be enabled.
Behavior Popups	Triggers recovery popups for specific audiences based on Behavior Tracking tags	If there are too many native Shopify pop-ups, it is recommended to adjust the display location.

4FAQ

Enabled SU Sales Embed and saved, but the Gift Icon still doesn’t show on the frontend?▼

Troubleshooting 1：Go back to SU Sales → Home, and click in the Boost Number of Customers section. Test button in Boost No. of Customers section, simulate customer perspective to confirm if component renders.
Troubleshooting 2：Check if the storefront has enabled Password Protection. If the store password is not entered, some App Embeds may not function properly outside preview mode.
How to find the storefront password: Sales channels in the left side menu. → Themes ，Click the “See password” button on the right side of the theme editor; the password is in the Password input field below.

Changed Shopify theme, need to reset?▼

Yes. App embeds are bound to a specific theme in the theme editor. If you publish a new theme, you must repeat the above steps in the new theme within the theme editor.

How to confirm if the current theme editor statistics are being reported correctly?▼

Enter the Dashboard. If the SU Boost Customers section status shows Active and the data changes, it means the embed is functioning correctly.

Navigation path: left side menu → click My Account.

1Function scenarios

Scenario	Merchant Requirements	Expected Goals
Personnel Handover	Old employee left, need to transfer admin rights to new Email	Account Security Control
Security Enhancement	Password may be leaked, need to update to high-strength password immediately	System Access Stability
Contact Window Change	Company changed main contact email as system login ID	Information Reception Accuracy

2Interface & Fields

Field Name	Type	Description
Login Email	Text display	Display the current system login email address of the theme editor (auto-filled)
Edit button	Blue button	Located at the right side of Email, click to enable the 'Change your email' popup
Change your password	Button/Link	Located at the Password Section, click to enable the 'Change your password' popup

3Change Login Email

1

Step 1：Enter My Account

Click 'My Account' from the left side menu.

2

Step 2：Click the blue Edit button next to Email

Enable the 'Change your email' popup.

3

Step 3：Enter new Email address

This address will become the future login ID.Required

4

Step 4：Click Send Code

System sends verification code to new Email.

5

Step 5：Enter verification code

In the Enter verify code Enter the received code of the theme editor into the field.Required

6

Step 6：Click Confirm to complete update

Once you click Confirm, the new Email immediately becomes the only system login account of the theme editor; the old Email can no longer log in.

4Change Password

1

Step 1：Click Change your password

Enable the password change popup.

2

Step 2：Enter Current Password

Enter the current old password used for the theme editor.Required

3

Step 3：Fill in New Password and Confirm New Password

Enter new password and enter again to verify. If they do not match, the system will prohibit saving.Required

4

Step 4：Click Change Password

Completes password change.

5 FAQ

After changing Email, can old Email still log in?▼

Not allowed. Once you click Confirm, the new Email immediately becomes the only system login account of the theme editor.

Didn't receive Verify Code?▼

Confirm that the newly entered theme editor Email address is spelled correctly.
Check Spam Folder.
Wait 60 seconds before clicking Send Code again.

Cannot click Confirm button?▼

Please confirm that the verification code field is filled with numbers and has not expired.

New and old password setting error?▼

If New Password and Confirm New Password do not match, the system will prohibit saving. Please re-enter.

Want to discard changes?▼

Click the X at the top right corner of the popup to close it. All changes will not be saved.

Home（Admin Center）

1Interface & Fields

Left Menu

Main Body Layout

2Prerequisite: Enable SU Sales Embed Popup

Boost Online Store Traffic

1Scenarios & KPI Goals

2Operation Steps

3Instant Discount Specific Configuration

4FAQ

Boost No. of Customers

1Scenarios & KPI Goals

2Operation Steps

3Promotion & Discount Specific Configuration

4FAQ

Boost Repeat Customers

1Scenarios & KPI Goals

2Operation Steps

3Promotion & Discount Specific Configuration

4FAQ

Boost Customer Purchase Volume

1Scenarios & KPI Goals

2Interface & Fields

Entry Page (Home Entry)

35 Major Promotion Templates

4 Rule Field Description

Buy X+ Save Each Rule Creation Popup

Spend X+, Save Each Rule Creation Popup

Coupon Rule Creation Popup

Add Coupon Rule Creation Popup

Bonus PTs Rule Creation Popup

Free Gift Rule Creation Popup

5FAQ

Dashboard

1Interface & Fields

Navigation and Global Settings

Data Section content (4 module Sections)

2KPI Deep Dive

3FAQ

Loyalty Setup

1Points Settings Points Basic Settings

2Loyalty Specific Configuration

3Membership Tiers Membership Tiers Settings

4 Points Management

5FAQ

Points Settings

AStatus & Points Credited

BReward (Earn Points)

CPoint Usage

Points Management

1Member list and search

2Member Points Right Side Detailed Panel

3Points Manual Adjustment

4Referrals & Log

5 FAQ

Referral Program Setup

1Scenarios & KPI Goals

2Main page Section

3Flow selection (3 main Types)

4Reward Settings Popup

5Promotion Specific Configuration

6FAQ

Behavior Tracking Settings

1Target Audience

2Behavior

3Spending Power

4Return

5 FAQ

Enable SU Sales Embed Popup

1Scenarios & KPI Goals

2Operation Steps

3Affected theme editor functions

4FAQ

My Account

1Function scenarios

2Interface & Fields

3Change Login Email

4Change Password

5 FAQ

4
Rule Field Description

5
FAQ

1
Interface & Fields

3
Points Manual Adjustment