With this earn rule, your customers can earn points by purchasing any product or products from a Shopify collection you have in your store.
To set up, please follow the instructions below:
Go to the Earn Rewards section.
In the Purchase and Shopping option > On Buy Product From Collection click on Create Rule
Basic setup
Define the foundation of your earn rule: reward type and amount.
In the Name section, enter a name for your Earn Rule (e.g., Buy Product From Collection).
Reward Type: Choose between two types of rewards:
Points: Customers earn points for specific actions.
Store credits: Customers receive store credits
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.
Points Based On: Use the dropdown menu to select the metric for calculating the points:
Every Product: Awards the fixed amount per product in the collection (e.g., 5 points for every product purchased).
Quantity: Awards the fixed amount per unit of quantity purchased (e.g., 5 points for every unit purchased).
Points per $1: Awards points based on the order value (e.g., 5 points for every $1 spent).
Reward Conditions
This section controls the quantitative limits and approval process for the rule.
In the Products section, click the Choose button to reveal a pop-up menu displaying your store's collection for you to choose from.
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.
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.
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).
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.
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
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.
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.
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
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”).
Customer Facing Icon : Provide the URL of an image or icon. Leave blank to use the default loyalty icon.
Notification Banner Message : Set the message customers see when points are earned (e.g., “{{points}} points added for {{rulename}}”).
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.”).
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.
Rule Summary: This section shows a summary of the Earn Rule created.
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.
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.
Use Cases
The use cases for this rule are quite similar to that of Buying a Specific Product. The first application worth noting is new collection launches. If you introduce a new collection of products into your store, you may want to direct your customers’ attention to it to help drive sales, and this earn rule can help with that.
The other is a targeted sales strategy. If there were a specific collection of products in your store that you wanted to sell out more quickly than others, this rule, again, will come in handy.
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