# App setup

Novel is available on the Shopify app store.

<div align="left"><figure><img src="/files/rJgtcsYBFzt0hvxwdZus" alt=""><figcaption></figcaption></figure></div>

## Overview

All you need to get started is a Shopify store. You can find our app here: <https://apps.shopify.com/novel>&#x20;

{% hint style="info" %}
For use cases outside of Shopify, you can use Novel's API. Reach out to the Novel team for more info.&#x20;
{% endhint %}


# Create your pass

Design the look and feel of your brand's wallet pass.

<figure><img src="/files/eU4U781b4nmXA7xAW2T8" alt=""><figcaption></figcaption></figure>

## Overview

Designing your pass only takes a few minutes. Simply upload your push notification logo, brand logos, and banner images. Then set the colors for the background and text. Navigate to the <mark style="color:purple;">**Wallet Pass**</mark> tab to get started.&#x20;

### Image Asset Dimensions

* **Push Icon:** 500px by 500px
* **Apple Brand Logo:** 480px by 150px
* **Google Brand Logo:** 660px by 660px
* **Apple Banner:** 1125px by 432px
* **Google Banner:** 1032px by 336px

<figure><img src="/files/AqPCoi0On8XgIFEWDGV2" alt=""><figcaption><p>Pass Design</p></figcaption></figure>

### Pass Links&#x20;

<figure><img src="/files/7EQSSSpdQOfM5sXwN4SI" alt=""><figcaption><p>Pass Links</p></figcaption></figure>

Links that live on the back of your pass. To set these, navigate to <mark style="color:purple;">**Wallet Pass**</mark> and scroll to the bottom on the left. You can also set timebound links if you navigate to <mark style="color:purple;">**Engage -> Links.**</mark>

{% hint style="info" %}
Each tier can have it's own set of links. Simply click on the tier and scroll to the link section to change it.&#x20;
{% endhint %}


# Configure rewards

Setup welcome bonus, referral rewards, and cashback.

<div align="left"><figure><img src="/files/v2Qc0McHvwuMUmwHSaZn" alt=""><figcaption></figcaption></figure></div>

## Overview

There are 5 different types of rewards in Novel.&#x20;

### **Welcome Bonus**

Reward customer receives after installing your pass. Customers can only receive this welcome bonus once.&#x20;

### **Referral Reward**

Referrer and referee amounts that happen if a customer refers a friend. There is an option for you to delay the referrer bonus until the referee's first order.&#x20;

### **Per Order Reward**

Reward customer gets after placing an order. This can be a flat amount or a percent spend on order.&#x20;

{% hint style="info" %}
Percent spend reward calculation: <mark style="color:purple;">**Percent**</mark> \* (<mark style="color:green;">**Subtotal**</mark> - <mark style="color:orange;">**Discounts - Gift Cards**</mark> - <mark style="color:orange;">**Shipping)**</mark>&#x20;
{% endhint %}

### **Manual Balance Adjustment**&#x20;

One-time adjustment of a customer's balance by a merchant. <mark style="color:purple;">**Search for customer -> Click three dots -> Update Balance**</mark> or from the customer details page.&#x20;

{% hint style="info" %}
You can increase or decreases a customer's balance. To decrease simply input "-" before the value.&#x20;
{% endhint %}

### **Tier Upgrade Bonus**

Reward existing pass holder receives if they elevate tiers. Customers will only receive a specific tier upgrade bonus once.&#x20;

***

### Rewards Expiration&#x20;

You can set an expiration for accrued rewards. Any unused rewards will be removed from the customers balance. For example, if you set the number of days to 365, then all rewards will expire 365 days from the time they are accrued.&#x20;

### Fraud Detection

If any order that results in a reward is cancelled, the accrued reward is revoked from the customer. If a customer attempts to apply more than one Novel store credit balance to an order, Novel prevents this by executing the following steps:&#x20;

* Cancel and refund the order and provide the tag “Fraud Order” for tracking
* Zero out the customer’s store credit balance

{% hint style="info" %}
Novel has a native store credit system that uses gift cards to power these rewards. If you have an existing loyalty program, you can integrate the program with your passes. For more info on loyalty integrations check out the [loyalty integrations section on the left. ](/integrations/loyalty)
{% endhint %}


# Distribute your pass

Get wallet passes in your customer's hands.

<div align="left"><figure><img src="/files/67D11Loop8QR8nQsIhlD" alt=""><figcaption></figcaption></figure></div>

## Overview&#x20;

You can distribute wallet passes to your customer's through a variety of channels.&#x20;

### Post Purchase - <mark style="color:green;">Recommended</mark>

Novel's post purchase animation prompts customers to install your wallet pass. Along with the animation, an email and transactional SMS is sent to the customer prompting them to install their pass. This is the **best** **performing** pass distribution channel.&#x20;

To turn on navigate to Pass <mark style="color:purple;">**Distribution -> Post Purchase.**</mark> You can customize the colors and messaging for each tier.&#x20;

{% hint style="info" %}
If you'd like to turn off the post purchase transactional email and SMS message, reach out to the Novel team.&#x20;
{% endhint %}

<div align="left"><figure><img src="/files/qRPMGwOFlVBRUKH6nIsf" alt=""><figcaption><p>Post Purchase</p></figcaption></figure></div>

### Novel Pass Link&#x20;

Customers can install your pass from this link. You can drop it in social channels, put it on QR codes in retail locations, etc.&#x20;

{% hint style="info" %}
To customize the messaging on this page, reach out to the Novel team.&#x20;
{% endhint %}

<div align="left"><figure><img src="/files/dRpAn28Udf2DoBRJatlB" alt=""><figcaption><p>Novel Pass Link</p></figcaption></figure></div>

### Email&#x20;

You can distribute passes via Novel's native email sending feature. To customize your pass email, navigate to <mark style="color:purple;">**Settings -> Pass Email Editor**</mark>**.**&#x20;

To ensure that any emails Novel sends are from your domain, verify your domain in the Novel app by navigating to <mark style="color:purple;">**Settings -> Domain Verification.**</mark>

{% hint style="info" %}
If you'd like to send pass emails via your existing email stack, you can leverage Novel's integration with [Klaviyo](/integrations/email-and-sms/klaviyo).&#x20;
{% endhint %}

### SMS&#x20;

You can send the [Novel pass link](#novel-pass-link) via an SMS blast to all of your customers.&#x20;

{% hint style="info" %}
Novel also integrates with [Postscript](/integrations/email-and-sms/postscript) and [Attentive](/integrations/email-and-sms/attentive).&#x20;
{% endhint %}


# Tiers

Add tiers to your brand's wallet pass.

<figure><img src="/files/kI26HiGqSFmw9jOvbqLG" alt=""><figcaption></figcaption></figure>

## **Overview**

Novel's wallet passes are dynamic and can change over time. Creating tiers allows you to gamify your customer experience. You can set tier requirements in Novel by navigating to <mark style="color:purple;">**Wallet Pass**</mark> and clicking <mark style="color:purple;">**Add Tier.**</mark>&#x20;

<figure><img src="/files/QAr5tROf4arK3N9GDPpy" alt=""><figcaption><p>Tier Requirements</p></figcaption></figure>

### Referrals

Based on the number of successful referrals a customer has made. A successful referral is when a customer's friend adds a pass via their QR code or referral link on back of pass.&#x20;

### Customer tags

Novel syncs all Shopify customer tags in real time. This means you can set tiers based on your subscription programs, loyalty programs, etc.&#x20;

### Email list

You can upload a CSV list of customer emails for a specific tier.&#x20;

***

### Tier Rewards

When a customer installs their pass, their tier is calculated and assigned. The [**welcome bonus** ](/start-guide/configure-rewards#welcome-bonus)associated with that tier is given to the customer. If an existing pass holder elevates to another tier, you can set a [**tier upgrade bonus**](/start-guide/configure-rewards#tier-upgrade-bonus).&#x20;

<figure><img src="/files/nIom47RBGCjDkMMLOEYA" alt=""><figcaption><p>Tier Rewards</p></figcaption></figure>


# Spend Tiers

## Dynamic Spend Tiers with Shopify Segments

Novel tiers can be powered dynamically using Shopify customer segments, customer tags, and Shopify Flow.

This allows you to create flexible spend tiers based on:

* Lifetime spend
* Last 365 days spend
* Rolling 6-month spend
* VIP qualification windows
* Custom Shopify segment logic

Because Novel tiers are linear, this setup is primarily used for tiers above your base tier.

Example:

* Base Tier: $0–$300
* Silver Tier: $300–$600
* Gold Tier: $600–$1,200

***

### Step 1 — Create Shopify Segments

Create a Shopify customer segment for each spend tier.

Example:

```
Customers who have placed orders with a total spend between 600 USD and 1200 USD within the past year
```

You can create segments using:

* Lifetime spend
* 365-day spend
* Rolling windows
* VIP qualification logic

***

### Step 2 — Bulk Tag Customers

After creating the segment:

1. Open the segment
2. Select customers
3. Bulk add a customer tag

Example tags:

```
Novel Tier: SilverNovel Tier: GoldNovel Tier: VIP
```

Novel syncs Shopify customer tags automatically, usually within a few minutes.

***

### Step 3 — Configure Tags Inside Novel

Inside Novel, assign each tier to the matching Shopify customer tag.

Example:

```
Silver Tier → Novel Tier: SilverGold Tier → Novel Tier: Gold
```

When the customer tag changes, the wallet pass updates automatically.

***

### Step 4 — Automate Tier Changes with Shopify Flow

Use Shopify Flow to automatically add or remove tags as customers move between segments.

#### Recommended Triggers

* Customer joined segment
* Customer left segment

#### Example

When a customer joins:

```
365_600_to_1200
```

Add tag:

```
Novel Tier: Gold
```

When a customer leaves the segment, remove the same tag.

This keeps tiers automatically updated based on customer spend.

***

### Benefits of This Setup

* Dynamic spend windows
* Automatic tier upgrades/downgrades
* Flexible Shopify segmentation logic
* Real-time wallet pass updates
* Fully automated tier management


# Source Tags

Track attribution of wallet pass installs using source tags

<figure><img src="/files/Di7oBaaSTMIou3z6DjtK" alt=""><figcaption></figcaption></figure>

## Overview

Source Tags are how you track the performance of wallet pass distribution across all channels. To configure your source tags, navigate to <mark style="color:purple;">**Pass Distribution tab -> Install Source Tags**</mark>. Click Create Source Tag to generate your new link.

<figure><img src="/files/2Uw1rz1hlpFEiPATQd0l" alt=""><figcaption></figcaption></figure>

### Name

Type the name you would like for the Source Tag in the first field. This name does not show up in the link, it is only for you to see.

### Source Tag

In the second field you enter the Source Tag that will be part of the link. This will appear in the Link Preview.

### Schedule

By default, Start Immediately is selected so that your link will be live as soon as you click Create. You also have the option to Schedule out the window when you would like the link to be live.

## Source Tag Management

Once your custom install link is made, you'll find it in the table below, listed with the number of installs and referrals for that link. There are also six premade links that you can use. Click the button next to the URL of the specified link to copy it and start sharing.

<figure><img src="/files/wXSTFZ9cIKW7M7a6JzgO" alt=""><figcaption></figcaption></figure>


# Customer Tags

Novel adds Shopify tags to your customers.

<div align="left"><figure><img src="/files/rYz1Lz9Kf4DIXIYibglJ" alt=""><figcaption></figcaption></figure></div>

## Overview

Novel adds four different automated Shopify tags for you to use across your retention stack.&#x20;

### Novel Pass Install

{% hint style="success" %}
Tag gets added once a customer successfully installs your wallet pass.&#x20;
{% endhint %}

### Reward Tier \[Name]

{% hint style="success" %}
Tag that corresponds to the tier the customer is on after installing the wallet pass. As the customer changes tiers, this tag gets updated.&#x20;
{% endhint %}

### Novel Pass Referee&#x20;

{% hint style="success" %}
Tag gets added if the customer was referred by someone.&#x20;
{% endhint %}

### Novel Pass Referrer&#x20;

{% hint style="success" %}
Tag gets added if the customer refers at least one other person.&#x20;
{% endhint %}

### Shopify Customer Tags for Source Tags

When a customer installs a wallet pass from a Source Tag link, Novel also automatically applies a Shopify customer tag.

Tag format:

{% hint style="success" %}
Novel Pass Source: {Source Tag Name}
{% endhint %}

Example:

{% hint style="success" %}
Novel Pass Source: SMS
{% endhint %}

This can be used for:

* Shopify customer segmentation
* Klaviyo flows
* Attribution tracking
* Campaign reporting

Example Shopify segment:

```
customer_tags CONTAINS "Novel Pass Source: SMS"
```

## Tag Management

You can view the tags associated with a customer in their <mark style="color:purple;">**Pass Holder Details**</mark> page under the <mark style="color:purple;">**Customers**</mark> tab.


# Domain Verification

Verify your sending domain in Novel to improve wallet pass email deliverability and align with Google and Yahoo sender requirements.

### Overview

Novel sends wallet pass emails to your customers (for example, pass delivery and updates). To improve inbox placement and brand trust, we recommend verifying a dedicated subdomain rather than using your root domain.

#### Recommended setup

Use a dedicated subdomain such as:

```
pass.yourbrand.com
```

Examples:

```
pass.nike.com
wallet.allbirds.com
member.liquiddeath.com
```

This keeps your primary domain protected and makes DNS configuration cleaner.

***

### Before You Start

You’ll need:

* Access to your DNS provider (Cloudflare, GoDaddy, Shopify, Route53, Squarespace, etc.)
* Admin access to your Novel account
* A dedicated subdomain you want to use for wallet pass emails

***

## Step 1 — Open Domain Verification in Novel

In Novel Admin:

```
Configure → Domain Verification
```

Enter your desired subdomain:

```
pass.yourbrand.com
```

Then click:

```
Verify
```

Novel will generate DNS records for you to install.

***

## Step 2 — Download Your DNS Records

Click:

```
Download Novel DNS Records
```

You’ll receive the required DNS records for:

* Receiving records (MX)
* Sending records (TXT or CNAME)
* DKIM authentication

***

## Step 3 — Add the DNS Records to Your DNS Provider

Add each record exactly as provided by Novel.

### Important

Many DNS providers automatically append your root domain.

This means:

#### Correct

If your domain is:

```
pass.yourbrand.com
```

And Novel asks for:

```
Host: pass
```

You should enter:

```
pass
```

NOT:

```
pass.yourbrand.com
```

***

## Common DNS Mistakes

### Incorrect Hostname Formatting

This is the most common issue preventing verification.

#### Example 1 — Subdomain duplication

#### Incorrect

```
Host: pass.yourbrand.com
```

This may become:

```
pass.yourbrand.com.yourbrand.com
```

#### Correct

```
Host: pass
```

***

### DKIM / Sending Record Formatting

Some records may look like:

```
mx._domainkey.mg.yourbrand.com
```

Depending on your DNS provider, the hostname should often only be:

```
mx._domainkey.mg
```

Or if using a `pass` subdomain:

```
mx._domainkey.pass
```

NOT:

```
mx._domainkey.mg.yourbrand.com
```

Your DNS provider will automatically append:

```
.yourbrand.com
```

***

## Example Configuration

### Recommended Domain

```
pass.acme.com
```

***

### Receiving Record Example

| Type | Host | Value           |
| ---- | ---- | --------------- |
| MX   | pass | mxa.mailgun.org |

***

### Sending Record Example

| Type | Host | Value                            |
| ---- | ---- | -------------------------------- |
| TXT  | pass | v=spf1 include:mailgun.org \~all |

***

### DKIM Example

| Type | Host                | Value           |
| ---- | ------------------- | --------------- |
| TXT  | mx.\_domainkey.pass | k=rsa; p=MIG... |

***

## Step 4 — Wait for DNS Propagation

DNS changes may take time to propagate.

Typical timing:

* Usually: 5–30 minutes
* Occasionally: up to 24 hours

After adding the records, return to Novel and click:

```
Check Verification
```

***

## Verification Statuses

### Verified

Your domain is fully authenticated and ready to send wallet pass emails.

### Pending

DNS changes are still propagating.

### Failed

One or more records may be incorrect.

Most failures are caused by:

* Full domains entered instead of hostnames
* Extra `.yourdomain.com` appended
* Incorrect MX priority
* DNS provider formatting differences

***

## Troubleshooting

### My domain won’t verify

Check the following:

#### 1. Are you using a subdomain?

{% hint style="success" %}
**Recommended:** pass.yourbrand.com
{% endhint %}

{% hint style="danger" %}
**Avoid:** yourbrand.com
{% endhint %}

***

#### 2. Did you enter only the hostname?

{% hint style="success" %}
**Many providers expect:** pass
{% endhint %}

instead of:

{% hint style="danger" %}
pass.yourbrand.com
{% endhint %}

***

#### 3. Did your DNS provider auto-append the domain?

Some providers automatically add:

{% hint style="success" %}
.yourbrand.com
{% endhint %}

This can accidentally create:

{% hint style="danger" %}
pass.yourbrand.com.yourbrand.com
{% endhint %}

***

#### 4. Are your DKIM records shortened correctly?&#x20;

#### Correct example

{% hint style="success" %}
mx.\_domainkey.pass
{% endhint %}

#### Incorrect

{% hint style="danger" %}
mx.\_domainkey.pass.yourbrand.com
{% endhint %}

***

## Provider-Specific Notes

### Cloudflare

Cloudflare automatically appends your root domain in the Host field.

Use shortened hostnames only.

***

### GoDaddy

GoDaddy may trim or auto-format records after saving. Double-check the final saved value.

***

### Shopify Domains

If your domain is managed through Shopify, DNS propagation may take slightly longer.

***

## Best Practices

We recommend:

* Using a dedicated subdomain
* Keeping wallet pass email traffic separate from your primary sending domain
* Avoiding root-domain verification
* Using the exact DNS values generated by Novel

Recommended examples:

```
pass.yourbrand.com
wallet.yourbrand.com
member.yourbrand.com
```

***

{% hint style="danger" %}
After your domain is verified, update your sending email under `Configure → Pass Email Editor → Sending Email Address` to use the verified domain (example: `passes@pass.yourbrand.com`).
{% endhint %}

## Need Help?

If your domain still won’t verify after 24 hours:

Please contact Novel support with:

* Your domain provider
* Screenshots of your DNS records
* The exact subdomain you’re attempting to verify
* Any verification errors shown in Novel


# Net Pass Revenue

Novel calculates Net Pass Revenue to help you measure the true revenue impact of wallet pass adoption and engagement.

### Net Pass Revenue

#### Overview

Net Pass Revenue is the total net revenue from orders that are directly influenced by a customer's interaction with their wallet pass. This includes actions like clicking links, redeeming rewards, and using passes in-store.

#### What’s Included

Net Pass Revenue includes orders tied to the following events:

{% hint style="success" %}
**Wallet Pass Link Clicks**\
Revenue generated after a customer clicks a link from the back of their wallet pass
{% endhint %}

{% hint style="success" %}
**Referrals**\
Revenue from all orders placed by referred customers.
{% endhint %}

{% hint style="success" %}
**Gift Card Redemptions**\
Revenue from orders where the customer redeemed a wallet pass–linked gift card.
{% endhint %}

{% hint style="success" %}
**Loyalty Redemptions**\
Revenue from purchases using loyalty points earned or redeemed through wallet pass integrations.
{% endhint %}

{% hint style="success" %}
**POS Orders**\
Revenue from in-store orders where the wallet pass was scanned at the point of sale.
{% endhint %}

{% hint style="info" %}
All revenue figures reflect gross sales minus discounts, adjusted for gift card spend, shipping, and taxes.\
\
***Net Pass Revenue** = gross sales – discounts – gift cards – shipping - taxes*&#x20;
{% endhint %}


# How to Set Up Checkout Extensions


# How to Edit Novel's SMS


# Novel Analytics Breakdown

The metrics of your wallet pass

## Overview

The Analytics tab hosts an array of data regarding the performance of your wallet pass.

## Active Pass Holders

Active Pass Holders = Total Subscribed - Unsubscribed&#x20;

Note: Unsubscribed are customers that have removed your pass or turned off automatic updates

The number of pass holders over time is the main display, and by default shows the last 12 months. If you hover over the line it shows how many pass holders were added each month, and on the last week option it shows daily added pass holders.

<figure><img src="/files/doEZ7Ni2gifmPnWd80Ia" alt=""><figcaption></figcaption></figure>

## Clicks

The total number of clicks from links on the back of your wallet pass.

## Referrals

The number of customers who installed the wallet pass via a Novel referral link or QR code. Referrals = Installs via Referral Link + Installs via QR Code Note: This includes converted referrals + all referred customers.

## Net Pass AOV

The average revenue generated per Novel Order. Net Pass AOV = Total Net Revenue ÷ Total Number of Orders

## Net Pass Revenue

Net Pass Revenue is the total net revenue from orders that are directly influenced by a customer's interaction with their wallet pass. This includes actions like clicking links, referrals, redeeming rewards, and using passes in-store.

#### Net Pass Revenue Includes:

<mark style="color:green;">**Wallet Pass Link Clicks**</mark>\
Revenue generated after a customer clicks a link from the back of their wallet pass\
\ <mark style="color:green;">**Referrals**</mark>\
Revenue from all orders placed by referred customers.\
\ <mark style="color:green;">**Gift Card Redemptions**</mark>\
Revenue from orders where the customer redeemed a wallet pass–linked gift card.\
\ <mark style="color:green;">**Loyalty Redemptions**</mark>\
Revenue from purchases using loyalty points earned or redeemed through wallet pass integrations.\
\ <mark style="color:green;">**POS Orders**</mark>\
Revenue from in-store orders where the wallet pass was scanned at the point of sale.


# Novel Order Tags


# How to Change the Balance of a Customer's Account

## Adding or Removing Credit

Navigate to the <mark style="color:purple;">**Customers**</mark> tab where you will see a list of all pass holders. Look up the customer's email in the search tab and select them. That will open up their <mark style="color:purple;">**Pass Holder Details**</mark> profile. Under the Balance figure, there is an option to change their balance as seen in the screenshot below.&#x20;

<figure><img src="/files/eqd7rUgi9MEWpylYc0TK" alt=""><figcaption></figcaption></figure>

To lower a customer's balance, simply type the amount you would like to lower it by with a "-" before the number. For example, if you would like to lower a customer's balance by 10 dollars, you would type "-10".

<figure><img src="/files/fnYkRZ4meY0DQWDNDspQ" alt=""><figcaption></figcaption></figure>

Whenever you adjust the balance of a customer, in that same window, you also have the option to send that customer a push notification, informing them of the change immediately as it happens.


# How to Verify Your Domain

Setting up a custom email sender domain to ensure email deliverability

## The Challenge

In light of Google and Yahoo’s stricter bulk email standards, Novel has updated its features to improve email delivery to your customers. Domain verification now allows you to control your email domain for emails sent through Novel to your customers. Without having a verified domain, email deliverability will suffer, interrupting crucial flows for customer retention.

## How to verify your domain

Navigate to the <mark style="color:purple;">**Configure**</mark> tab, then at the top of the page, click <mark style="color:purple;">**Domain Verification**</mark>. In the Verify Your Domain field, enter the custom domain you would like to use for sending emails through Novel. It should look like "yourwebsite.com". Make sure not to have "[www](http://www)." prefacing the domain, as this will consider it a subdomain.

<figure><img src="/files/O3ZmhoyBmCNm9bzutVDO" alt=""><figcaption></figcaption></figure>

### Using a Subdomain

If you are already using your main domain for another provider sending emails through Mailgun (e.g. Gorgias), or if you are using a different provider (e.g. Gmail) for receiving emails, use a subdomain like pass.yourwebsite.com.

Once your domain is submitted, four entries will appear. There are two receiving records, and two sending records.

<figure><img src="/files/oyiuXwhsqqx3hQZ1kvoh" alt=""><figcaption></figcaption></figure>

Next, enter the DNS records in your domain registrar. DNS record entry can vary, so it is best to reference their documentation. Here are some links to instructions for common domain registrars:

[Shopify Instructions](https://help.shopify.com/en/manual/domains/managing-domains/edit-dns-settings)

[GoDaddy Instructions](https://www.godaddy.com/help/manage-dns-records-680)

[Squarespace Instructions](https://support.squarespace.com/hc/en-us/articles/205812348-Accessing-your-Squarespace-managed-domain-s-DNS-settings#:~:text=Accessing%20your%20Squarespace%2Dmanaged%20domain's,Workspace%20account%2C%20contact%20us%20here.)

[Bluehost Instructions](https://www.bluehost.com/help/article/dns-management-add-edit-or-delete-dns-entries)

[Dreamhost Instructions](https://help.dreamhost.com/hc/en-us/articles/215035818)


# Retail Offers

Create and surface coupons through your Wallet Pass

### Overview

Novel allows you to create coupons that can be scanned in store at major retailers. These coupons show up directly on the wallet pass, and are scanned at checkout. Through Novel's geo-targeted push notifications, your customers can be alerted they have a coupon available whenever they are near a store that carries your products.

<figure><img src="/files/LwvJSOP9XlTIGG4rrccw" alt=""><figcaption></figcaption></figure>

### Getting Started

The <mark style="color:purple;">**Retail**</mark> tab is the home of managing your retail offers, with three separate pages under it. That is the <mark style="color:purple;">**Offers**</mark> page, the <mark style="color:purple;">**Redemptions**</mark> page, and the <mark style="color:purple;">**Retail Analytics**</mark> page.

## Creating Offers

The <mark style="color:purple;">**Offers**</mark> page is where you create your coupon. Clicking "Create Retail Offer" will open up a window with a variety of fields and parameters to fill out.

<figure><img src="/files/OIkDuUc8RkJNP7MVgZg1" alt=""><figcaption></figcaption></figure>

### Offer Name and Description

### Offer Verbiage

### Offer Print Text

### Offer Purse Name

<figure><img src="/files/BdTBHVgeqHPwokVYl0Oy" alt=""><figcaption></figcaption></figure>

### Offer Value

### Offer Buy Quantity

### Offer Limit

### Offer Clip Limit

### Offer Customer Limit

### Offer Purchase Limit

<figure><img src="/files/2NYKJzAxOh6686SI9AkD" alt=""><figcaption></figcaption></figure>

### Offer Terms and Conditions

### Offer Rules

<figure><img src="/files/eKk2kzM6fS5A1JnSSISY" alt=""><figcaption></figcaption></figure>

### Offer Distribution Window

### Offer Activity Window

<figure><img src="/files/e7n6dJRXF36VmIcMOGAe" alt=""><figcaption></figcaption></figure>

### Offer Type and Retailers

<figure><img src="/files/ZZbPfdyoNTNs3P7NGJvm" alt=""><figcaption></figcaption></figure>

### Primary and Secondary UPC

### Offer Primary and Secondary Catalog

### Max Reward


# Marketing pushes

Send push notifications to your customers.

<figure><img src="/files/qCoHfxe89sZarnADTGHW" alt=""><figcaption></figcaption></figure>

## Overview

You can send marketing push notifications to your customers. Navigate to <mark style="color:purple;">**Engage -> Push Notifications**</mark> to send.&#x20;

<div align="left"><figure><img src="/files/upiAgPq2Na5VLSH42ZpE" alt=""><figcaption><p>Marketing Pushes</p></figcaption></figure></div>

Novel's customer segmentation engine allows you to send pushes to specific customers. You can segment by tier, customer tags, and emails and add **AND/OR** logic across them.&#x20;

<div align="left"><figure><img src="/files/fcRYR1HbpM0DiRflcd3z" alt=""><figcaption><p>Customer Segmentation Engine</p></figcaption></figure></div>

You can send pushes immediately or schedule them for a later time.&#x20;

<div align="left"><figure><img src="/files/HEEVzHEI26msqQQUt405" alt=""><figcaption><p>Schedule Push</p></figcaption></figure></div>


# Location-based pushes

Setup location-based pushes for customers when they shop in store.

<div align="left"><figure><img src="/files/OGoCbEQ6JBhzYQRyTlLN" alt=""><figcaption></figcaption></figure></div>

## Overview

You can setup location-based push notifications with Novel. These are geo-fenced within 100m of the retail locations. You can either search for the addresses of your retail locations or upload a list of addresses or lat/long coordinates. Navigate to <mark style="color:purple;">**Engage -> Location-Based Messaging**</mark> to set up.&#x20;

### Setting Up Locations

<div align="left"><figure><img src="/files/RD3OjDDlJ6tmOg9TFAGc" alt=""><figcaption><p>Adding Locations</p></figcaption></figure></div>

#### Templates for Location Upload

{% file src="/files/XaEEucoBBpuC8AUktOxU" %}
Uploading Lat/Long Coordinates
{% endfile %}

{% file src="/files/aOEzeyXxwJpcJX5Zobqk" %}
Uploading Addresses
{% endfile %}

### Set Up Push&#x20;

You can use the same customer segmentation engine for location-based pushes. You can also show a different message per location. Once the push is live, if an eligible customer walks within 100m of any of the set locations, the push will pop up on their phone (similar to a boarding pass when you walk into an airport the day of your flight).&#x20;

{% hint style="info" %}
Location-based messages are limited to Apple wallet passes only. Google is enabling them later this year.
{% endhint %}

<div align="left"><figure><img src="/files/PyMLiLAgfK8H9SMzVDiy" alt=""><figcaption><p>Location-Based Push</p></figcaption></figure></div>


# Shopify Account

Enable customers to install your wallet pass from their customer account.

<figure><img src="/files/hiPNTKeqkIDFqNAOlv4t" alt=""><figcaption></figcaption></figure>

## Overview

It's very simple for you to add your wallet pass to your Shopify account page. Simply add the one of the following images to your account page:

<div align="center"><figure><img src="/files/N1FFFpbIVOMZGzRRwR8X" alt="" width="270"><figcaption></figcaption></figure> <figure><img src="/files/bs2Seajm5vfyfYiytW7j" alt=""><figcaption></figcaption></figure> <figure><img src="/files/KKV2MEvuZ8yRkPMsLlHc" alt=""><figcaption></figcaption></figure></div>

Set the link associated with the image to [(use pass install link)](/start-guide/distribute-your-pass#novel-pass-link):&#x20;

```
https://[yourstorefront].novel.com/login
```

{% hint style="info" %}
Once the customer is logged in, Novel automatically replaces the image link with an authenticated URL, enabling a one-click pass install for the customer.&#x20;
{% endhint %}

Refer to the brand kit below to get high resolution images.

{% @figma/embed fileId="5u5yQM726XWS0WurrX1Hcw" nodeId="0:1" url="<https://www.figma.com/file/5u5yQM726XWS0WurrX1Hcw/Novel-Brand-Kit-(Community)?mode=design&node-id=0:1&t=MzMXOkpt86mMltPm-1&type=design>" %}


# Shopify POS

Scan and identify customer's wallet passes in-store with Shopify POS.

## Overview

Give your customers a true omnichannel experience with Apple & Google wallet passes, and Shopify POS. All they have to do is scan their pass via your Shopify POS to redeem. Just follow the steps below to get this set up!&#x20;

Add the Novel tile to your Shopify POS:&#x20;

{% embed url="<https://youtu.be/Lkd7CRoLTRo>" %}

{% hint style="success" %}
If you're using Novel's native store credit, you'll need to add a product to your cart first before tapping the tile to scan your customer's wallet pass.&#x20;
{% endhint %}

{% embed url="<https://youtu.be/Dsm0PryIZQE>" %}

{% hint style="success" %}
If you'd like to tap the tile immediately to scan the pass without adding a product to the cart, **reach out to the Novel team**. This is only possible if you're using an external loyalty program or the wallet pass as a member card.&#x20;
{% endhint %}

{% embed url="<https://youtu.be/kl6ObkpyVfs>" %}


# Shopify Plus

Features for Shopify Plus merchants.


# Multipass

Automatically log customers into your store with Shopify multipass.

<figure><img src="/files/cIrMQlIukeDwhpch2trj" alt=""><figcaption></figcaption></figure>

## Overview

If you're a Shopify Plus store, you can integrate your[ multipass secret](https://shopify.dev/docs/api/multipass) with Novel to automatically log your customers in when they click on any links that lead to your site.&#x20;

To find your secret navigate to <mark style="color:purple;">**Settings -> Customer accounts -> Multipass (scroll down to find)**</mark>

<figure><img src="/files/d9iEn5MFpdpf2IjLS9DX" alt=""><figcaption><p>Shopify Admin</p></figcaption></figure>

In Novel, navigate to <mark style="color:purple;">**Integrations -> Multipass**</mark> and enter your secret and you're done!&#x20;

<figure><img src="/files/fDu0vWvSOAokxt3S9jdi" alt=""><figcaption><p>Novel App</p></figcaption></figure>

Now any link that you put on your pass that goes to your brand's site will automatically log your customers in.&#x20;


# Order Minimums

Let's you set an order minimum when Novel store credit is applied at checkout.

<figure><img src="/files/zz4q1c4IG1RYcZlUJMCn" alt=""><figcaption></figcaption></figure>

## Overview

You can set an order minimum that customers need to hit when redeeming their Novel store credit. To set this up, you'll need to first turn on Novel's checkout rules.&#x20;

<mark style="color:purple;">**Settings -> Checkout -> Checkout rules (scroll to bottom) -> Add rule (turn on Novel checkout-cart-validation) -> Turn on -> Save**</mark>

{% embed url="<https://youtu.be/nKBDtZzRULo>" %}

You'll also need to enable Novel's UI checkout extension.&#x20;

<mark style="color:purple;">**Settings -> Checkout -> Customize your checkout -> Customize -> Add app block (check include app block in Shop Pay) -> Save**</mark>

{% embed url="<https://youtu.be/Tv6kv5GV86I>" %}

In Novel, configure your order minimum per tier, these also support multi-currency for cases where you want to change it per country.&#x20;

<figure><img src="/files/M5Vzec5XBMgcGNAvo59q" alt=""><figcaption></figcaption></figure>


# Email & SMS

Integrate your email & SMS providers with Novel.


# Klaviyo

Integrate your Klaviyo emails with Novel.

<figure><img src="/files/TfSq5rXGyQ0r5sm5usJl" alt=""><figcaption></figcaption></figure>

## Overview

Integrate Novel's wallet passes into your Klaviyo emails. With this integration, you can embed personalized wallet pass URLs in your emails that enable a one-click install. Your customer's don't need to login.&#x20;

To get started, you'll want to get your private API key from the Klaviyo app. You can find it under: <mark style="color:purple;">**Settings -> API Keys -> Create Private API Key -> Full Access Key**</mark>

In Novel, navigate to <mark style="color:purple;">**Integrations -> Klaviyo.**</mark> Enter your API Key, click save, and you're done!&#x20;

<figure><img src="/files/bpEeUmuXkLSv6vwUCoNS" alt=""><figcaption><p>Novel App</p></figcaption></figure>

You'll see the following custom attributes being added to Klaviyo profiles that are Shopify customers. Use the <mark style="color:purple;">**$NovelEmailPassLink**</mark> attribute for emails and the <mark style="color:purple;">**$NovelSmsPassLink**</mark> for SMS outreach.&#x20;

{% hint style="info" %}
It may take some time to update your profiles in Klaviyo, depending on the number of customers you have.&#x20;
{% endhint %}

<figure><img src="/files/HhSeWptECPXJz1UYVYTj" alt=""><figcaption><p>Klaviyo Custom Attributes</p></figcaption></figure>

To use these attributes in emails, insert the following as the image URL. Don't forget to replace the \[yourstorefront] with the URL in your [Novel pass install link. ](/start-guide/distribute-your-pass)

We recommend that you use the *add to wallet* images in the [Novel brand kit](https://www.figma.com/file/5u5yQM726XWS0WurrX1Hcw/Novel-Brand-Kit-\(Community\)?type=design\&node-id=0%3A1\&mode=design\&t=ZNsU9QGKuJtPLptM-1) when creating your email and using the below as the URL.&#x20;

```
{{person|lookup:'$NovelEmailPassLink'|default:'https://[yourstorefront].novel.com/email'}}
```

For email design help, refer to the Novel brand kit Figma below.&#x20;

{% @figma/embed fileId="5u5yQM726XWS0WurrX1Hcw" nodeId="0:1" url="<https://www.figma.com/file/5u5yQM726XWS0WurrX1Hcw/Novel-Brand-Kit-(Community)?mode=design&node-id=0:1&t=MzMXOkpt86mMltPm-1&type=design>" %}

***

### Store Credit Balance Attribute

Novel can sync a customer’s store credit balance into Klaviyo as a profile attribute.

Attribute:

```
$NovelStoreCreditBalance
```

You can use this in Klaviyo emails and flows to dynamically display each customer’s balance.

Example:

```
You currently have ${{ person|lookup:'$NovelStoreCreditBalance' }} in store credit.
```

Common use cases:

* Monthly rewards emails
* VIP / loyalty updates
* Store credit reminders
* Winback campaigns

If you do not see this attribute in Klaviyo, contact Novel support to enable store credit syncing.


# Postscript

<figure><img src="/files/xtWr91eLJVM3GBlomDIP" alt=""><figcaption></figcaption></figure>

## Overview

You distribute Novel's wallet passes to your customers via SMS messages.&#x20;

Simply include the following link in your messages for your customers to add. Replace the \[yourstorefront] with the URL in your [Novel pass install link. ](/start-guide/distribute-your-pass)

```
https://[yourstorefront].novel.com/sms
```

Your customers will navigate to that link and install your pass!


# Attentive

<figure><img src="/files/CoQDMyriZJMUh4YxWlQu" alt=""><figcaption></figcaption></figure>

## Overview

You distribute Novel's wallet passes to your customers via SMS messages.&#x20;

Simply include the following link in your messages for your customers to add. Replace the \[yourstorefront] with the URL in your [Novel pass install link. ](/start-guide/distribute-your-pass)

```
https://[yourstorefront].novel.com/sms
```

Your customers will navigate to that link and install your pass!


# Loyalty

Integrate your loyalty program with Novel.


# Yotpo

Integrate your Yotpo loyalty program with Novel.

<div align="center" data-full-width="false"><figure><img src="/files/uscmn3LQ5X23YdZsn4Ei" alt=""><figcaption></figcaption></figure></div>

## Overview

Integrate your [Yotpo](https://www.yotpo.com/) loyalty program with Novel to show points on your brand's wallet pass and to boost loyalty redemptions.&#x20;

To get started, you'll want to get your API Key & GUID from the Yotpo app. You can find them under: <mark style="color:purple;">**Settings -> General Settings -> Integrations**</mark> (scroll to bottom to find)

<div align="center"><figure><img src="/files/77yoljjzVai1eRtqCd0Z" alt=""><figcaption><p> Yotpo Portal</p></figcaption></figure></div>

In Novel, navigate to <mark style="color:purple;">**Integrations -> Yotpo.**</mark> Enter your API Key and GUID, click save, and you're done!

<div align="center"><figure><img src="/files/xAeyfcMuCA6XWI72EV2m" alt=""><figcaption><p>Novel App</p></figcaption></figure></div>

Customer points balances will start to sync for existing pass holders. For any new pass holders, their Yotpo balance will be pulled in and shown on the pass. Any welcome and referral bonuses you set in Novel will automatically be synced in Yotpo. Any welcome bonuses you set in Novel will be applied on top of the welcome bonus in Yotpo for new loyalty customers.&#x20;

{% hint style="info" %}
Novel syncs your customer's Yotpo balance on pass install, every order they place, and each night.&#x20;
{% endhint %}


# Loyalty Lion

Integrate your Loyalty Lion loyalty program with Novel.

<div align="center" data-full-width="false"><figure><img src="/files/1MzusbRs0K9ZSmBRbwkC" alt=""><figcaption></figcaption></figure></div>

## Overview

Integrate your Loyalty Lion loyalty program with Novel to show points on your brand's wallet pass and to boost loyalty redemptions.&#x20;

To get started, you'll want to get your API Key & GUID from the Loyalty Lion app. You can find them under: <mark style="color:purple;">**Manage -> API Keys -> Create API Key -> Select All Scopes -> Create -> Copy Key**</mark>&#x20;

<div align="center"><figure><img src="/files/0gqM8uYaZDMY1QWHEUeb" alt=""><figcaption><p> Yotpo Portal</p></figcaption></figure></div>

In Novel, navigate to <mark style="color:purple;">**Integrations -> Loyalty Lion.**</mark> Enter your API Key, click save, and you're done!

<div align="center"><figure><img src="/files/l3QSmquAoZkI8b5jhzRv" alt=""><figcaption><p>Novel App</p></figcaption></figure></div>

Customer points balances will start to sync for existing pass holders. For any new pass holders, their Loyalty Lion balance will be pulled in and shown on the pass. Any welcome and referral bonuses you set in Novel will automatically be synced in Loyalty Lion. Any welcome bonuses you set in Novel will be applied on top of the welcome bonus in Loyalty Lion for new loyalty customers.&#x20;

{% hint style="info" %}
Novel syncs your customer's Loyalty Lion balance on pass install, every order they place, and each night.&#x20;
{% endhint %}


# Smile.io

Integrate your Smile loyalty program with Novel.

<div align="center" data-full-width="false"><figure><img src="/files/CAxjlM6sgR9wSH2p1icV" alt=""><figcaption></figcaption></figure></div>

## Overview

You can integrate your [Smile.io](https://smile.io/) loyalty program with Novel to show points on your brand's wallet pass and to boost loyalty redemptions.&#x20;

To get started, you'll want to get your Private API Key from the Smile app. You can find it under: <mark style="color:purple;">**Settings -> Platform -> Show More**</mark>

<div align="center"><figure><img src="/files/xuoVhdT9uA80MreijJGY" alt=""><figcaption><p>Smile Portal</p></figcaption></figure></div>

In Novel, navigate to <mark style="color:purple;">**Integrations -> Smile.**</mark> Enter your Private API Key, click save, and you're done!

<div align="center"><figure><img src="/files/evaCMuJ4IPS19E8dhG9s" alt=""><figcaption><p>Novel App</p></figcaption></figure></div>

Customer points balances will start to sync for existing pass holders. For any new pass holders, their Smile balance will be pulled in and shown on the pass. Any welcome and referral bonuses you set in Novel will automatically be synced in Smile. Any welcome bonuses you set in Novel will be applied on top of the welcome bonus in Smile for new loyalty customers.&#x20;

{% hint style="info" %}
Novel syncs your customer's Smile balance on pass install, every order they place, and each night.&#x20;
{% endhint %}


# Rivo

Integrate your Rivo loyalty program with Novel.

<div align="left"><figure><img src="/files/cyZZxxXdOdofln1huDNP" alt=""><figcaption></figcaption></figure></div>

## Overview

Integrate your [Rivo](https://www.rivo.io/) loyalty program with Novel to show points on your brand's wallet pass and to boost loyalty redemptions.&#x20;

To get started, you'll want to get your API Key the Rivo app. You can find it under: <mark style="color:purple;">**Settings -> Developer Toolkit -> REST API Keys**</mark>&#x20;

<figure><img src="/files/HKuEOgZBQ8sRguUlHoet" alt=""><figcaption><p>Rivo App</p></figcaption></figure>

In Novel, navigate to <mark style="color:purple;">**Integrations -> Rivo.**</mark> Enter your API Key, click save, and you're done!

<figure><img src="/files/cI6YmDiYkn2q3q3S8JBE" alt=""><figcaption><p>Novel App</p></figcaption></figure>

Rivo loyalty balances will start to sync for existing pass holders. For any new pass holders, their Rivo balance will be pulled in and shown on the pass. Any welcome and referral bonuses you set in Novel will automatically be synced in Rivo. Any welcome bonuses you set in Novel will be applied on top of the welcome bonus in Rivo for new loyalty customers.&#x20;

{% hint style="info" %}
Novel syncs your customer's Rivo balance on pass install, every order they place, anytime a balance update is made in Rivo.&#x20;
{% endhint %}


# Superfiliate

Integrate your Superfiliate loyalty program with Novel.

<div align="center"><figure><img src="/files/GqL7KzqOPgbNYHdDYZXY" alt=""><figcaption></figcaption></figure></div>

## Overview

Integrate your [Superfiliate](https://www.superfiliate.com/) loyalty program with Novel to show loyalty balances on your brand's wallet pass and to boost loyalty redemptions.&#x20;

To get started, you'll want to get your Client ID and Client Secret from the Superfiliate team. Reach out to the Superfiliate support to get your credentials.&#x20;

In Novel, navigate to <mark style="color:purple;">**Integrations -> Superfiliate.**</mark> Enter your Client ID and Client Secret, click save, and you're done!

<figure><img src="/files/K9sYrOsq7pG1lbeIVUbg" alt=""><figcaption><p>Novel App</p></figcaption></figure>

Superfiliate loyalty balances will start to sync for existing pass holders. For any new pass holders, their Superfiliate balance will be pulled in and shown on the pass. Any welcome and referral bonuses you set in Novel will automatically be synced in Superfiliate. Any welcome bonuses you set in Novel will be applied on top of the welcome bonus in Superfiliate for new loyalty customers.&#x20;

{% hint style="info" %}
Novel syncs your customer's Superfiliate balance on pass install, every order they place, anytime a balance update is made in Superfiliate.&#x20;
{% endhint %}


# Inveterate

Integrate your Inveterate membership program with Novel.

<div align="center" data-full-width="false"><figure><img src="/files/s0OCnJdhqbQ2H2fssDw3" alt=""><figcaption></figcaption></figure></div>

## Overview

Integrate your [Inveterate](https://www.inveterate.com/) membership program with Novel to show store credit on your brand's wallet pass and boost redemptions.&#x20;

To get started, you'll want to get your API Key and redeem portal URL from Inveterate. The Inveterate team can help you find this. In Novel, navigate to <mark style="color:purple;">**Integrations -> Inveterate.**</mark> Enter your API Key and URL, click save, and you're done!

<div align="center"><figure><img src="/files/RgN6e8kPwixcOzsG6kbe" alt=""><figcaption><p> Yotpo Portal</p></figcaption></figure></div>

Customer reward balances will start to sync for existing pass holders. For any new pass holders, their Inveterate balance will be pulled in and shown on the pass. Any welcome and referral bonuses you set in Novel will automatically be synced in Inveterate. Any welcome bonuses you set in Novel will be applied on top of the welcome bonus in Inveterate for new member customers.&#x20;

{% hint style="info" %}
For your Inveterate integration to work for all customers, you'll need to have a free tier in addition to your membership tier. Reach out to the Novel team to set this up.&#x20;
{% endhint %}


# Yotpo

Integrate your Yotpo loyalty program with Novel.

<figure><img src="/files/uscmn3LQ5X23YdZsn4Ei" alt=""><figcaption></figcaption></figure>

## Overview

The [Yotpo](https://www.yotpo.com/) + Novel integration transforms your loyalty program into a truly omnichannel experience. By connecting Yotpo to Novel, you can:

* Instantly create and distribute **branded Apple & Google Wallet passes**
* Dynamically update points, tier appearance, and branding
* Reward customers with **welcome bonuses** and **tier upgrade bonuses**
* Integrate directly into Yotpo’s referral flow for unified referral campaigns
* Track pass installs by store or campaign using **Source Tags**
* Send **geo-targeted and marketing push notifications** to customers with passes
* Allow customers to redeem points and view offers in-store via POS integration

## The Integration

### **Before You Start**

Ensure you have:

{% hint style="success" %}
Your Yotpo account login credentials.
{% endhint %}

{% hint style="success" %}
Your Shopify store connected to [Novel](https://apps.shopify.com/novel).
{% endhint %}

{% hint style="success" %}
Loyalty tiers configured in Yotpo. Yotpo automatically creates and applies the corresponding Shopify customer tags per tier in the format:

```
swell_{tier_name} or yotpo-vip-{tier_name}
```

{% endhint %}

{% hint style="info" %}
Novel will use these tags for tier-based pass updates. You do not need to create them manually
{% endhint %}

***

### **1. Connecting Yotpo to Novel**

1. **Go to the Integrations tab** in Novel.
2. **Find the Yotpo tile** and click **Connect**.
3. **Complete the OAuth flow** in Yotpo, selecting the store connected to your Novel account.
4. **Confirm connection**: You should see Yotpo listed as “Connected” in Novel. Once connected:
   * Loyalty points for existing passholders sync automatically
   * New customers who install a pass will have their points synced immediately

**Purpose:** Establish the connection so Novel can sync points, tiers, and referral data from Yotpo.

{% hint style="warning" %}
If your Yotpo Program eligibility is set to **"Only members who signed up"** please reach out to the Novel team here to set up your integration.
{% endhint %}

***

### **2. Real-Time Points Sync**

**Purpose:** Ensure customers always see the correct points balance.

Novel updates Yotpo points instantly for all earning and redemption actions, including:

* Orders (online and in-store)
* Birthdays
* Social media engagement
* Bonus point campaigns
* Points redemptions

{% hint style="info" %}
Real-time sync is powered by Yotpo webhooks, so updates usually appear within seconds on the pass.
{% endhint %}

***

### **3. Configure Loyalty Tiers**

**Purpose:** Match your Yotpo loyalty tiers with pass visuals and benefits.

1. **Go to Wallet Pass** in Novel.
2. **Click Add Tier**.
3. Under **Tier Requirements**, select **Add Requirement → Customer Tags**.
4. **Enter the tag format** exactly as Yotpo applies it (example: `swell_gold`).
5. **Save changes**.
6. You should see the tier appear in your pass preview.

***

### **4. Set Welcome and Tier Upgrade Bonuses**

**Purpose:** Incentivize pass installs and encourage tier progression.

* **Welcome Bonus**: Award points when a customer installs the wallet pass for the first time.
* **Tier Upgrade Bonus**: Award points when a customer moves to the next loyalty tier.

When configured in Novel:

* Custom earning rules are created in Yotpo automatically.
* Points are awarded instantly when the action occurs.

***

### **5. Yotpo Referrals via Wallet Pass**

**Purpose:** Run unified referral campaigns directly from the pass.

**Example Offer:** “Give $10, Get 20% Off”

**How it works:**

1. **Referrer shares a pass link** via SMS, QR code, email, or social media.
2. **Friend installs the pass** and receives a push notification:

   > “You have $10 off to spend at {Brand}, click the link on the back of the pass to redeem.”

   * This link is the referrer’s Yotpo referral link.
3. **Friend taps the link**, enters their email, and receives a $10 off code (minimum spend managed in Yotpo).
4. **Friend completes purchase** and Yotpo sends a referral event webhook.
5. **Novel sends a push** to the referrer:

   > “Your friend placed an order, you’ve earned 20% off.”
6. **Pass updates** with a new redeem link for the referrer’s reward code.

***

### **6. Create Source Tags for Tracking Installs**

**Purpose:** Attribute pass installs to specific locations or campaigns.

1. **Go to Source Tags** in Novel.
2. **Click Create Tag** (e.g., `store_nyc_flagship`).
3. **Generate a QR code** tied to the tag.
4. **Place the QR code** on signage, packaging, or marketing materials.
5. In Novel, you can filter installs by Source Tag.

**Pro Tip:** Combine Source Tags with geo-targeted pushes for location-specific campaigns.

***

### **7. Set Up POS Integration**

**Purpose:** Redeem points and rewards in-store.

1. In your Shopify POS settings, **install the Novel tile** on all devices.
2. **Tap the Novel tile** at checkout.
3. **Scan the customer’s pass** to view their profile, points, and tier instantly.

***

### **8. Configure Marketing and Geo-Targeted Push Notifications**

**Purpose:** Drive engagement and reactivation.

**Geo-Targeted Pushes**

* Triggered when a customer enters a geofence around your store.
* Example: “Welcome back! Show this screen at checkout for double points today.”

**Marketing Pushes**

* Scheduled or triggered by events like tier upgrades or seasonal promotions.
* Example: “You’re just 50 points away from Gold! Shop today to unlock your reward.”

***

### **Testing Your Integration**

After setup, verify everything is working:

1. Install a pass for a test customer.
2. Place a test order in Shopify.
3. Confirm points update on the pass within seconds.
4. Test a push notification.
5. Run a referral test with a separate account.

***

### **Troubleshooting**

| Issue                   | Likely Cause                         | How to Fix                                               |
| ----------------------- | ------------------------------------ | -------------------------------------------------------- |
| Points not syncing      | Pass not installed or email mismatch | Install pass and verify same email in Shopify & Yotpo    |
| Tier not updating       | Tag format mismatch                  | Confirm tag matches `swell_{tier_name}` exactly          |
| Pushes not sending      | Wallet notifications disabled        | Ask customer to enable notifications in their Wallet app |
| Referral not triggering | Yotpo event not sent                 | Verify the customer is eligible for referral in Yotpo    |

***

### **Need Help?**

If you need assistance setting up your integration, contact Novel Support at **<support@novel.com>**


# How does Novel protect against fraud?

The measures we put in place to protect you and your customers.

We understand that people will do whatever it takes to save a buck. In order to protect you from lost revenue Novel has:&#x20;

* Implemented system checks upon install to ensure a customer can only have one pass at a time&#x20;
* Implemented system checks upon redemption to ensure only one Novel generated code can be redeemed in checkout&#x20;

### One Pass Per Person (device fingerprinting)&#x20;

Novel has implemented device fingerprinting to prevent customers from installing multiple wallet passes to their device. A device fingerprint is information collected about the software and hardware of a mobile device for the purpose of identification. The information is usually assimilated into a brief identifier using a fingerprinting algorithm. Novel's fingerprint technology ensures that customers can't install another pass by simply utilizing a different email address. This prevents the abuse of Welcome Bonuses and self referrals.&#x20;

### Only One Novel Generated Gift Card Per Transaction&#x20;

*This only applies for merchants who utilize Novel store credit.*&#x20;

Novel has order cancellation logic validating every transaction where Novel credit is used. As you can imagine, a customer should only ever have one Novel generated gift card - if they are attempting to use multiple codes in an order - that would indicate that they either tried gaming the system or had a friend/family member share their code with them.&#x20;

If a customer attempts to apply more than one Novel store credit balance to an order, Novel prevents this by executing the following steps:&#x20;

* Cancel, refund, and tag the order with "Fraud Order" for tracking purposes&#x20;
* Zero out the customer’s store credit balance

If that customer then reaches out to Support, the Support representative can decide if they want to give the credit back to the customer via the Novel customer profile view. The Support representative has access to activity logs for each pass holder, allowing them to render informed judgements.