Skip to main content

Earn Rule - Purchase

Updated over 3 weeks ago

With this earn rule, your customers can earn points on any purchase in your store.

To set up, please follow the instructions below:

  1. Go to the Earn Rewards section.

  2. In the Purchase and Shopping option > On Purchase click on Create Rule
    ​

Basic setup

Define the foundation of your earn rule: reward type and amount.

  1. In the Name section, enter a name for your Earn Rule (e.g., Product Purchase).

  2. Reward Type: Choose between two types of rewards:

    • Points: Customers earn points for specific actions.

    • Store credits: Customers receive store credits

  1. Reward Amount: Set the number of points or store credits per transaction. For example, enter “1” if you wish to award 1 point for every $1 spent. Example: 1 point will be credited for every $1 spent.

Reward Conditions

This section controls the quantitative limits and approval process for the rule.

  1. Add a value into Maximum earn limit per purchase if you want to set a ceiling for the number of points that can be earned from a single purchase. If not, leave it blank.

  1. Set minimum purchase amount: Define the minimum order value that customers must reach in order to qualify for earning points.

  2. Use the 2 options underneath to set additional parameters for earning points ( Give points for tax and Give points for Shipping )

   4. For Auto Approval Days, input the number of days you want to delay awarding           points (for returns/verification).

  • If you do not manually approve the points yourself during the interval you set (in days), after it passes, the points will automatically be assigned to the customers' accounts.

  • Leave 0 into this field if you want the points to be assigned to customer accounts immediately

Eligibility & Restrictions

In this step, you decide where the rule will apply and who will be able to earn points from it or will be restrain from it.

  1. Platform Type: Use the dropdown menu to select the sales channel(s) where this Earn Rule will be active:

    • Online Store: Only for purchases made on your website.

    • Shopify POS: Only for purchases made through your physical point-of-sale system.

    • Online Store & Shopify POS: For purchases made on both channels.

  2. Activity Frequency Limits: Check the Limit the Number of Times Each Customer Can Earn This Reward box if you want to limit how many times a customer can complete this earn rule per given interval of time (days, weeks, months, years, or lifetime).

  3. Customer Eligibility: Use Allow Customers by Tags (e.g., Gold Customers) to restrict the Earn Rule to only apply to customers with the specified tags.

  4. Customer Restrictions: Use Restrict Customers by Tags (e.g., New Customers) to deny certain subsets of your customer base from taking advantage of this Earn Rule

  5. Product Eligibility: Use Allow Products by Product Tags (e.g., t-shirt) to restrict the Earn Rule to only apply to products with the specified tags.

  6. Product Restrictions: Use these options to exclude specific products:

    • Check Exclude Sale/Discounted Products to disable points for products on sale.

    • Check Exclude Discount-Code Products to disable points on products purchased with a discount code.

    • Use Restrict Products by Ids (e.g., 123543332) to exclude specific products using their IDs.

    • Use Restrict Products by Product Tags (e.g., clearance) to exclude specific products using their tags.

  7. Order Eligibility: Use Allow Orders by Tags (e.g., first-order) to restrict the Earn Rule to only apply to orders with the specified tags.

  8. Order Restrictions: Use Restrict Orders by Tags (e.g., return) to deny the Earn Rule for orders with the specified tags.

    Customer Experience

    This step is about how the earn rule will appear to your customers when they interact with your loyalty program

  1. Customer Facing Label : Enter a short description of the rule that will appear in the loyalty widget (e.g., “Earn 1 point for every $1 spent”).

  2. Customer Facing Icon : Provide the URL of an image or icon. Leave blank to use the default loyalty icon.

  3. Notification Banner Message : Set the message customers see when points are earned (e.g., “{{points}} points added for {{rule_name}}”).

  4. Refund Notification Label : Add the message shown when points are deducted due to a refund (e.g., “{{points}} points have been deducted for the refunded product.”).

  5. Call to Action URL : Optional. Enter a URL that customers will be directed to after earning points. By default, the button text is “Claim.” You can update this label under Design > Labels > Earn Rewards Labels.

Review & Launch

Finalize your settings and activate your earn rule.

  1. Rule Summary: This section shows a summary of the Earn Rule created.

  2. Rule Status: Set the status of your Earn Rule to either:

    • Active: This will make the rule live and operational.

    • Disabled: This will deactivate the rule, preventing it from applying to any purchases.

  3. Finish Setup:

    • After reviewing all settings in the Configuration Summary, click the Finish button at the bottom to save your settings.
      ​

View and Test Your Earn Rules

  • Go to your storefront and bring up the loyalty widget.

  • Click on the Ways to Earn section to view the rules you have configured. They will be listed with the point earning parameters you have set.

  • Earn test points by fulfilling some of these rules.

🤝 Need Help?

Have questions or need assistance with any subscription settings?

Our experts are available 24×7×365 to help you.

📧 Email: support@appstle.com

💬 Live Chat: Message us anytime through the chat widget in our app.
​

Did this answer your question?