Switching from Yotpo Loyalty & Referrals to CounterQuest

A Yotpo Loyalty alternative built for shops with a register and regulars. Bring every balance across, then give your counter staff a rewards screen that works on its own.

Who this is for

Stores using Yotpo Loyalty & Referrals that also sell face to face on Shopify POS. CounterQuest replaces the loyalty and referral program only; if you use other Yotpo products, check with Yotpo how turning off Loyalty & Referrals affects them.

Strengths for a shop with a counter

• The register does the redeeming. Add the customer to the sale, tap a reward, and CounterQuest applies a single-use code for that customer to the cart, on Shopify POS Lite as well as Pro.
• Want lists that bring people back in. Customers heart products online. When a sold-out item is back, they get an alert in the rewards window, a phone notification, or an email through Shopify Flow.
• Rewards that fit the receipt. The Rewards screen shows the reward that fits the cart, and offers a bigger one as a gift card instead, so no value is lost on a small sale.
• Flat price, every feature. No order or customer limits on the one plan. Yotpo's pricing page has its current plans if you want to compare.

Export your customers from Yotpo

1. In Yotpo Loyalty & Referrals, open Customers.
2. Click Export all (top right). Yotpo emails the file to the account owner.
3. Alternative: Analytics → Reports → Customers gives a CSV with the same customer details.

The file has email, first and last name, current points balance and referral link. Yotpo doesn't publish the exact column headers may vary, so check the column matches on the upload page and point any unrecognised ones at the right field.

The Shopify shortcut (some plans)

On Yotpo's Pro, Premium and Enterprise plans, balances may also be synced to your Shopify customers as yotpo.loyalty_current_points_balance may vary. Choose Read them directly from Shopify on the Switch apps page to try it. On some stores Yotpo keeps these fields private to its own app; if the check finds no balances, use the export instead. Either way you see a dry run first.

What CounterQuest reads

What stays behind

• Points history. Each customer starts with one line, "Imported from the old app: N". Their old activity stays in the old app (export it first if you want a copy).
• Reward codes already handed out. These are discount codes in your Shopify admin, so they keep working until they expire or you delete them under Discounts.
• VIP tier status. CounterQuest works out tiers from Shopify lifetime spend, so set up your tiers and they apply to everyone right away.

Questions about leaving Yotpo Loyalty