> For the complete documentation index, see [llms.txt](https://docs.shopwaive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shopwaive.com/getting-started.md).

# Getting started

Shopwaive is a leading commerce technology platform that provides tools such as Customer, Employee, Checkout, B2B, Marketing and Payment APIs

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fgit-blob-15512ea12c27f68ae61de601d6b835c0183ab7f8%2Fhero-feature-loyalty-that-spends.jpg?alt=media" alt="Loyalty that spends like money: a Saltmere cash balance of 48.20 with a Redeem button at checkout on Shopify Plus, and the same balance on a Redeem tile in Shopify POS"><figcaption></figcaption></figure>

Shopwaive gives each customer one Shopwaive balance at your store, for points, cash back, budgets and refunds. Customers spend it at checkout, with a code from their customer account, and at your register in Shopify POS. You run it all from the Shopwaive app in your Shopify admin.

## Start here <a href="#start-here" id="start-here"></a>

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Loyalty</strong></td><td>Points that spend like money, live in 3 clicks on a paid plan.</td><td><a href="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fgit-blob-60b5c9317c644ce4d770dfff1b3c7ac040e840be%2Fhero-rewards-page.jpg?alt=media">hero-rewards-page.jpg</a></td><td><a href="/shopify/loyalty.md">Loyalty</a></td></tr><tr><td><strong>Shopify POS</strong></td><td>Redeem and Loyalty tiles in your smart grid.</td><td><a href="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fgit-blob-34867545e61dc2cc6076db016b5030fd801d316e%2Fhero-pos-tiles.jpg?alt=media">hero-pos-tiles.jpg</a></td><td><a href="/shopify/shopify-pos.md">Shopify POS tiles and extensions</a></td></tr><tr><td><strong>Budgets</strong></td><td>Named allowances for teams, spent with one press.</td><td><a href="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fgit-blob-4bfdc759748d04eea1a47872fa6ca39ceb70ab05%2Fhero-team-budgets.jpg?alt=media">hero-team-budgets.jpg</a></td><td><a href="/shopify/budgets.md">Budgets</a></td></tr><tr><td><strong>Redeem at checkout</strong></td><td>One press spends a balance, in the shopper's currency.</td><td><a href="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fgit-blob-25ac6d2fe1fda44043ba86d758abdda61f66d5a2%2Fhero-shopper-currency.jpg?alt=media">hero-shopper-currency.jpg</a></td><td><a href="/shopify/extensions/redeem.md">Redeem at checkout</a></td></tr><tr><td><strong>B2B Checkout</strong></td><td>One company balance your approved buyers spend.</td><td><a href="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fgit-blob-c4bf6fe5197f44ab4e2b44808c2139332e4655a9%2Fhero-company-wallets.jpg?alt=media">hero-company-wallets.jpg</a></td><td><a href="/shopify/extensions/b2b-checkout.md">B2B Checkout</a></td></tr><tr><td><strong>Install</strong></td><td>Add Shopwaive to your store and open the app.</td><td><a href="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fgit-blob-15512ea12c27f68ae61de601d6b835c0183ab7f8%2Fhero-feature-loyalty-that-spends.jpg?alt=media">hero-feature-loyalty-that-spends.jpg</a></td><td><a href="/shopify/install.md">Install</a></td></tr></tbody></table>

## How a balance moves <a href="#how-a-balance-moves" id="how-a-balance-moves"></a>

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fgit-blob-e07f1d5a4c798dfe90dcaee5cf69d51187458bbc%2Fdiagram-balance-in-and-out.svg?alt=media" alt="How a Shopwaive balance moves: amounts come in from Adjust balance or a top-up button, an import, a budget, Loyalty, Shopify Flow or the API; each change is saved in the customer&#x27;s history in one Shopwaive balance, with an expiry date if you set one; the customer spends it with Redeem at checkout on Shopify Plus, Get a code on every plan, or Shopify POS; refunds and unused codes come back to the balance"><figcaption><p>How a Shopwaive balance moves</p></figcaption></figure>

See [Shopwaive balances](/shopify/customers/accounts.md) for every way to change a balance.

## What is Shopwaive?

{% hint style="info" %}
Want to learn about Shopwaive's newest feature releases? Check out the [Change log](https://changelog.shopwaive.com/) to peek inside Shopwaive's latest advances in technology and AI-powered features
{% endhint %}

Shopwaive at its core is an AI platform. Shopwaive has developed an AI-powered Customer Relationship Management (CRM) system for Shopify brands that assists in creating automations and efficient customer service and resolution tools that solve complex business problems. Running a business on Shopify Plus is made easier and faster with Shopwaive's AI tools.

Want to get rid of your clunky cookie-cutter Loyalty program that generates discount codes? Need advanced tools to transact money between brands, customers, employees, and affiliates? Need enterprise features designed for revenue growth? Need it all to be seamless for your Shopify Plus brand and that has a world-class API for Hydrogen and headless frameworks? Look no further, we've got you covered with Shopwaive. Ready to get started? Install today on the [Shopify App Store](https://apps.shopify.com/shopwaive).

With an API-first design, Shopwaive ensures seamless integration and functionality across various platforms and environments. Our tool is built to enhance customer engagement, increase conversion rates, and provide a robust solution for brands looking to improve their marketing and customer conversion strategies. Whether it’s personalized offers, targeted promotions, or employee incentives, Shopwaive is dedicated to driving significant business growth and optimizing marketing efforts through advanced AI technology.

## B2B partner dashboards

Partner dashboards are available in the classic dashboard (the Shopwaive web app), not in the Shopwaive app inside your Shopify admin. Brands on Shopify Plus can now offer dedicated partner dashboards to businesses they do business with (B2B). Your partner's dashboard is a white-label portal that you manage and expose resources available from your Shopify Admin via Shopwaive's scope and permissions without granting permissions directly to your Shopify Admin. Partners will access their portal using a dedicated url provided and hosted by Shopwaive.

Even if you currently do manage access to your Shopify Admin through collaborator access or Staff permissions, offering a limited view and access to specific customer segments and their resouces is not currently possible. Now, this problem is solved as Shopify Plus brands can offer Shopwaive's B2B login portal. Shopify Plus brands can offer an unlimited number of B2B partner dashboards on the Shopwaive Checkout subscription plan. To set one up, contact <support@shopwaive.com>.

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fp0C4ec8l45Z96h6Lvsjy%2FCOB_3.png?alt=media&amp;token=6e8340f0-3096-4afa-a269-0209f0d836ad" alt="The B2B partner login, in the classic dashboard"><figcaption><p>Shopwaive's B2B Partner Login</p></figcaption></figure>

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FA02zlCpFg1MDQA0KiiUh%2FCOB_1.png?alt=media&amp;token=70a42f9e-cb36-4555-a118-fad599d233d8" alt="The B2B partner dashboard main page, in the classic dashboard"><figcaption><p>B2B Partner Dashboard main page</p></figcaption></figure>

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FXDAfUYW1s6uw3RIbNl9g%2FCOB_2.png?alt=media&amp;token=5d7cc620-710b-4e3e-8820-22fcc3d52c2e" alt="Partner admins and users in the B2B partner dashboard"><figcaption><p>Import, export, limit access to partner admins and users</p></figcaption></figure>

## Shopify Flow actions and triggers

Streamline your automations with Shopwaive's Flow actions like **Send HTTP request** or **Create discount** after any Shopify event like **Order created** and connect it with 1,000s of other apps.

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FRf5cYS2DrpJqq9WTdY9g%2FShopwaiveFlowActions.gif?alt=media&amp;token=1926207b-3c3c-4f7d-a61c-f2f4eec4eae8" alt="Shopwaive&#x27;s actions in the Shopify Flow editor"><figcaption><p>Shopwaive's actions in Shopify Flow</p></figcaption></figure>

## Why choose Shopwaive?

Shopwaive is an industry leader in customer incentivized marketing, helping brands build meaningful, trust-based relationships with their customers.

{% embed url="<https://youtu.be/CHjCsrGAcqo?si=X5UgrxwmDOIQcV1F>" %}

Built-in compliance tools, trusted deliverability, and our best-in-class REST Admin API, Shopwaive helps brands launch and scale their businesses globally. Our Business Suite includes:

* Loyalty Programs
* B2B Integrations and Orders
* Gift Card Management
* Balances
* Employee budgets and incentives
* Affiliate Marketing Commissions
* Enterprise Email and SMS Campaigns
* Shopify Flow integrations

Shopwaive empowers developers, brand agencies, marketing teams, store admins, and business owners. Built on a modern React framework, it leverages automation and AI to drive messaging campaigns, Shopwaive balances, loyalty points, and gift cards.

### Shopwaive: Boost Your Brand's Revenue

Shopwaive drives 2.5x+ revenue and generates double the triggered email revenue for leading global brands. It supports Retail/eCommerce, Health & Beauty, Apparel & Accessories, Travel & Hospitality, Consumer Packaged Goods (CPG), and Media & Entertainment sectors. Shopwaive engages shoppers throughout the buying lifecycle, enhancing ROI for SMS and email marketing campaigns.

[Learn more or request a demo](https://shopwaive.com)

### Powering D2C and B2B Automations for Global Businesses at Scale

#### Use Cases

* **Order Issues:** Deposit a balance
* **Refunds and Campaigns**
* **Checkout and Gift Cards:** For prepaid crowdfunding, pre-orders, and backorders
* **Gift Cards and Subscriptions Sales**
* **B2B Vendors:** 3rd-party balance requests and approvals
* **D2C Brands:** Employee/vendor deposits for brand swag
* **Affiliate Marketing:** Automatic balance deposits and post-purchase flows

#### Powering Commerce with Financial Technology

Enhance customer experiences and streamline operations across various scenarios with cutting-edge technology.

{% hint style="info" %}
Shopwaive's technology creates bespoke customer buying journeys. The platform enables seamless integration of powerful work flows across your Sales channels, like Headless commerce, CRM, Point-of-sale, Mobile, Social, iOS, Android, and more
{% endhint %}

### Gift Cards, Extensions, and Balances

Shopwaive provides world-class Software-as-a-service subscription plans that add measurable value to global brands access to and versatility of [Gift cards](/shopify/codes/gift-cards.md), [Balances](/shopify/customers/accounts.md), [Loyalty](/shopify/loyalty.md), [Discounts](/shopify/codes/discounts.md), [B2B Orders](/shopify/draft-orders.md), [Refunds](/shopify/refunds.md), [Checkout](/shopify/extensions.md), [Analytics and Reporting](/shopify/customers/export-accounts.md), Cloud services, Database, APIs, Messaging, Authentication and ID verification services

### Loyalty Program

#### A loyalty program on the Loyalty page

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fgit-blob-60b5c9317c644ce4d770dfff1b3c7ac040e840be%2Fhero-rewards-page.jpg?alt=media" alt="A Rewards page on a phone: the shopper&#x27;s points, points on the way and the ways to earn, in the store&#x27;s own look"><figcaption><p>Your Rewards page, in your store's look</p></figcaption></figure>

Set up a points program on the **Loyalty** page in Shopwaive, from a ready template and with no Shopify Flow. On a paid plan it goes Live in 3 clicks, and it is on your online store in about 5 minutes. Customers earn points on their orders and spend them at checkout on Shopify Plus and at the register in Shopify POS. See [Fastest launch](https://docs.shopwaive.com/shopify/loyalty#fastest-launch).

### Klaviyo balance sync

Connect your [Klaviyo](https://www.klaviyo.com/) account to Shopwaive with one Klaviyo private API key, and each customer's balance is kept on their Klaviyo profile as `shopwaive_balance`. Show it in Klaviyo emails and SMS, build segments on it, and trigger flows from those segments. Balance sync shows on every store, under **Settings** > **Integrations**: see [Klaviyo](/shopify/email-and-campaigns/klaviyo-email-and-sms.md)

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fgit-blob-9a851841c679a4ba76b7cd7c8a45c04245e199c6%2Fsettings-klaviyo-sync.png?alt=media" alt="The Klaviyo card in Shopwaive Settings, Integrations"><figcaption><p>The Klaviyo card in Shopwaive Settings > Integrations</p></figcaption></figure>

### Flexibility with Payments

Provide Cash Back, Rewards, Points, or Tokens to your customers. Enable a digital wallet for them and issue store-exclusive refunds and cash.

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fgit-blob-25ac6d2fe1fda44043ba86d758abdda61f66d5a2%2Fhero-shopper-currency.jpg?alt=media" alt="A shopper in Europe spends their Harbor cash balance at checkout on a phone: 20.00 euros applied to the order, in the shopper&#x27;s own currency"><figcaption><p>A balance spent at checkout, in the shopper's currency</p></figcaption></figure>

### AI-Powered World-Class Customer Support

Our team is available to assist you and typically responds within 24 hours. For immediate help, our AI chatbots can get you started quickly.

### Automations that Make Your Life Easier

Set the look and wording of your checkout blocks on the **Extensions** page of the Shopwaive app. Automatically trigger email templates, access our API, and explore additional features.

## Built for D2C

Shopwaive offers cutting-edge internet business and commerce technology to enhance customer growth and scale your brand, all at a competitive price. Transition your customers to Shopwaive in minutes and save valuable time and money.

Here are some highlights:

* [Balances](/shopify/customers/import-accounts.md). Bulk import simplifies the process of importing customer accounts and making changes across thousands of customers in just seconds. Easily migrate from other platforms with just a few clicks

Then, customers can view their balance and budgets at checkout; apply with just one-click:

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fgit-blob-9e8679fc9ea922d8fb6d5c96597ff5a28d6c0b98%2Fredeem-block-preview.png?alt=media" alt="The Redeem block: the available balance, a Redeem button and the How much do you want to redeem? field"><figcaption><p>One press spends the balance at checkout</p></figcaption></figure>

* Discounts with Shopwaive, you can create automations in Shopify Flow that automatically create discounts and send the discount code in an email

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FGGK61twhLnawwUwMluYw%2FDiscountFlow.png?alt=media&amp;token=9da5ba9a-7223-49a7-9071-da06b0c43a52" alt="A Shopify Flow that creates a discount when an order is created and emails the code"><figcaption><p>Increase retention by sending automatic emails with discount codes for new customer orders</p></figcaption></figure>

* [Refunds](/shopify/refunds.md): refund an order to a customer's Shopwaive balance from the customer's page in your Shopify admin, or automatically with Shopify Flow
* [The Redeem block](/shopify/extensions/redeem.md) lets customers of Shopify Plus merchants to redeem with a single click at checkout and combine a balance with other promotions or discounts. With the **Gift Cards Extension** on (**Settings** > **Checkout**), the balance applies to the full cart cost, including shipping, taxes, and fees. Without it, the balance comes off the order's items as a discount code
* [Shopify flows](/shopify/shopify-flow.md) enable you to connect [Google Sheets](https://sheets.google.com) to record all your customer transaction history

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FCWqxkh5SKUhnRLqfYVFJ%2FFlows_.png?alt=media&amp;token=70027589-6599-407d-b269-c016e1051917" alt="A Shopify Flow that adds each Shopwaive order to a Google Sheets spreadsheet"><figcaption><p>A Shopify Flow that adds each Shopwaive order to a Google Sheets spreadsheet</p></figcaption></figure>

* Crowdfunding pledges and Pre-Orders can be handled seamlessly with issuance of a pre-paid balance or [Gift Cards](/shopify/codes/gift-cards.md) in the amount of the pledge or pre-order to facilitate checkout on your launch site
* [Klaviyo balance sync](/shopify/email-and-campaigns/klaviyo-email-and-sms.md) keeps each customer's balance on their Klaviyo profile. Show it in email and SMS, and build segments and flows on it in [Klaviyo](https://www.klaviyo.com)
* [Draft orders integration](/shopify/draft-orders.md) enables B2B merchants to apply a balance to open draft orders
* [Requests and approvals](/shopify/b2b-requests-and-approvals.md) enables B2B merchants to review 3rd-party and vendor balance requests, natively integrated with our email services for a streamlined experience (available in the classic dashboard)
* [Bulk discounts](/shopify/codes/discounts.md) let you create discount codes by CSV import on the **Discounts** page of the Shopwaive app
* [Shopify POS](/shopify/shopify-pos.md) enables you to checkout customers in-store with smart grid tiles, use Shopwaive's POS balances or Invoicing system for Buy-Now-Pay-Later and NET30 functionality
* And the [Shopwaive API](https://api.shopwaive.com) provides your developers tools that integrate seamlessly with your existing framework. Create API keys in the Shopwaive app under **Settings** > **Developers**

{% embed url="<https://youtu.be/Qsmr_TdhDE0?si=fQXsrJYwatUtrUUu>" %}
Struggling to convert customers at checkout? Think Shopwaive. Work Smarter not harder
{% endembed %}

## Quick links

{% content-ref url="<https://api.shopwaive.com>" %}
<https://api.shopwaive.com>
{% endcontent-ref %}

{% content-ref url="/pages/yYViLIPx0ZQOqqZuEkEv" %}
[Shopify Flow](/shopify/shopify-flow.md)
{% endcontent-ref %}

## Get Started

We've put together some helpful guides for you to get setup with our product quickly and easily

{% content-ref url="/pages/r1fqK2TogTa0dhtOWNJc" %}
[The Shopwaive app](/product-tour/dashboard.md)
{% endcontent-ref %}

## Install on Shopify

{% content-ref url="/pages/HEHj85mMQTyp3Q5JA6rt" %}
[Install](/shopify/install.md)
{% endcontent-ref %}