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Activity Rules
Activity Rule - Social Media Rules
Activity Rule - Social Media Rules
Joshua Kye avatar
Written by Joshua Kye
Updated over a week ago

With these activity rules, your customers can earn points by liking/following your business on select social media platforms.

All of the social media rules are configured almost identically from one another, so we will showcase one example here, and you can extrapolate the information here and apply it to any others you are looking to use.

Note: These do not include Newsletter and SMS, which will be covered in separate docs.

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

  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. In URL to Follow, enter the URL of your business's social media page to be liked/followed in the field below.

  9. 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.).

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

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

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

Use Cases

This rule is all about building and/or expanding a social media presence for your business by encouraging customers to follow you for points. It can also help you with marketing campaigns for new product launches or promotional sales you may be looking to do. These will be communicated to your followers, who can then become an organic customer base. When good, healthy social media engagement is fostered, it can increase your store or brand’s repute.

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