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Activity Rules
Activity Rule - New Customer
Activity Rule - New Customer
Joshua Kye avatar
Written by Joshua Kye
Updated over a week ago

With this activity rule, your customers can earn points signing up for a new account in your store.

To set up, please follow the instructions below:

  1. Go to the Activity Rules section.

  2. Click on Create Rule

  3. In the Name section, name the Activity Rule.

  4. For Customer Facing Label, describe the activity rule with a brief explanation on how points can be earned.

  5. For Customer Facing Icon, provide the URL of an icon or image, or leave it blank to use the rule-based global icon from the widget settings or the default image.

  6. For Base Points, input the amount of points a customer gets once the conditions of this activity rule are met.

    1. Use the toggle underneath to provide points to guest customers, that is customers who don't have accounts in your store, if you'd like.

  7. Auto Approval Days can be set if you wish to give yourself time to approve customers' loyalty points upon completing activity rules.

    1. 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.

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

  8. The next section, Tagging, is optional to complete. You can add customer tags to allow or deny certain subsets of your customer base from taking advantage of this activity rule (ex: New Customers, Wholesale Customers, etc.).

  9. For Notification, you can input a message customers will get when they get their points

  10. Status, set the activity rule as either Active or Paused.

When you are finished, scroll back up and hit the Save button.

Use Cases

The main benefit of this rule is data, one of the most important being customers’ emails, which you can store in your own directory. Later on, if you ever wished to launch a marketing or newsletter campaign, like for launching big sales or introducing new products, you can use the data you have gathered to reach out to those same customers. This can encourage both increased sales as well as customer loyalty for your store.

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