10-minute setup checklist

A working Ayra setup takes about ten minutes once the app is installed: turn on the modules you need, set the first loyalty earn rule, choose which tabs the account hub shows, publish one flow, and verify each step on the storefront as a test customer. Do the steps in order; each one is visible on the customer timeline before you move to the next.

Before you start (1 minute)

• Ayra is installed and the app embed is on (Install & connect).
• You have a test customer account on the storefront with an email you can read.
• If you are migrating, your import has finished and the totals are reconciled (migration guides).

1. Pick modules (1 minute)

Open Ayra → Modules. Turn on the modules you are launching with; leave the rest off. A sensible first set for most stores is Loyalty, Referrals and the Account Hub. Segmentation and Analytics have nothing to configure and can be on from the start.

• Loyalty on
• Referrals on
• Account Hub on
• Segmentation and Analytics on

2. Loyalty earn rules (3 minutes)

Open Loyalty → Earn rules. Each rule is a toggle with its own value.

• Orders: points per currency unit spent (the default is 1 point per $1; change the ratio, not the rule).
• Account signup: a one-time bonus. Keep it small; it sets the tone.
• Reviews, referrals, birthdays: leave off until those modules are verified.
• Reward type: store credit is the default and shows in checkout without a code. Switch to points-only or vouchers only if you have a reason.
• Tiers: skip for now. Tiers are easier to add once you have a month of earn data.

Everything here is in the Loyalty settings reference.

3. Account hub tabs (2 minutes)

Open Account Hub → Tabs. The hub replaces the default customer account pages with tabs that read the same profile.

• Wallet: on (points, store credit, vouchers, one balance).
• Orders: on.
• Referrals: on if Referrals is on.
• Reviews, Wishlist, Subscriptions: on only when those modules are on.
• Open the storefront account page as your test customer and confirm the tabs render.

See Customer account extensions for what each tab shows.

4. First flow (2 minutes)

Open Flows → Templates and publish Welcome: account created. It sends one email when a customer creates an account, with their signup bonus. It is the safest first flow because it fires once per customer and never competes with another send.

• Publish the welcome flow.
• Open Journey Guard and confirm the defaults: one promotional send per customer per 7 days, quiet hours 21:00–08:00 store time. See Journey Guard rules.

5. Verify on the storefront (1 minute)

As your test customer:

• Create an account. You should receive the welcome email, and the signup bonus should appear in the Wallet tab.
• Place a small order. The points appear on the wallet once the order is paid.
• In the Ayra admin, open the customer. The timeline shows: account created (signal), welcome flow (action, reason: “welcome flow, first send”), order placed (signal), points earned (action, reason: “earn rule: orders”).

If any of those four lines is missing, the step it belongs to is not finished; the reason column says why.

What to do in week one

• Add a loyalty points block to the product page (Storefront & account blocks).
• Turn on Referrals and share one link yourself to see the full loop.
• Read the Concepts page so the timeline reasons make sense.
• Check Analytics after seven days for the first repeat-rate baseline.