> For the complete documentation index, see [llms.txt](https://guides.upzelo.xyz/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.upzelo.xyz/documentation/readme.md).

# Home

Welcome to the Upzelo platform documentation hub. This guide provides non-technical overviews, implementation guides, and customer education for the Upzelo loyalty platform.

## Quick Start

**New to Upzelo?** Start with the [System Inventory](https://github.com/upzelo/upzelo-guides/blob/main/guides/system-inventory.md) for a business-friendly overview of what Upzelo does.

**Shopify merchant setting up Upzelo?** Jump to the [Shopify Onboarding Guide](https://github.com/upzelo/upzelo-guides/blob/main/guides/shopify-onboarding-guide.md) for step-by-step implementation.

**Want to launch a referral program?** See the [Referral System Guide](https://github.com/upzelo/upzelo-guides/blob/main/guides/referral-system-guide.md) for customer education and workflows.

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## Documentation Overview

| Document                      | For                                | Purpose                                                                       |
| ----------------------------- | ---------------------------------- | ----------------------------------------------------------------------------- |
| **System Inventory**          | Non-technical stakeholders, demos  | Understand Upzelo's core features and business value                          |
| **Shopify Onboarding Guide**  | Technical store owners, developers | Implement Upzelo on Shopify from install to go-live                           |
| **Referral System Guide**     | Merchants, customers               | Learn how referral programs work and best practices                           |
| **Wallet Pass System Guide**  | Developers, merchants              | Mobile wallet integration (Apple Wallet, Google Wallet)                       |
| **Experiences Guide**         | Marketers, merchants               | Configure loyalty interactions across channels (Store, Launcher, Mobile, POS) |
| **Non-Points Programs Guide** | Merchants using tier systems       | Set up loyalty programs based on spending tiers instead of points             |
| **Integrations Guide**        | Developers, ops teams              | Connect Upzelo with Shopify, Klaviyo, HubSpot, Zapier, and more               |
| **Migration Guide**           | Merchants switching platforms      | Import customer data and loyalty history from another provider                |
| **Export Activity Guide**     | Analysts, marketers                | Export loyalty data to CSV for analysis and external tools                    |
| **Launch Checklist**          | Launch teams, operations           | Pre-go-live verification and launch day procedures                            |

***

## About Upzelo

Upzelo is a multi-channel loyalty platform that helps brands:

* 🎯 Build customer loyalty programs across web and Shopify
* 🎁 Launch campaigns, rewards, and referral programs
* 📊 Track customer engagement and loyalty metrics
* 🔄 Integrate with Shopify, Stripe, Klaviyo, HubSpot, and more

### Key Features

* **Loyalty Programs** — Points, tiers, rewards, exclusive perks
* **Campaigns** — Time-limited promotions and seasonal offers
* **Referral Programs** — Turn customers into brand advocates
* **Integrations** — Connect with your existing tech stack
* **Analytics** — Real-time insights into program performance

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## Need Help?

Contact support at <support@upzelo.com>