With these earn 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 to 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:
Go to the Earn Rewards section.
Click on Add Ways To Earn
Under Social Media & Marketing, select your preferred action and click on Create Rule.
In the Rule Name section, name the Earn Rule.
For Reward Type, select whether customers will earn Points or Store Credits.
For Reward Amount, enter the number of points or credits a customer will receive once the conditions are met. Decimal values are also supported.
Auto Approval Days can be set if you wish to give yourself time to approve customers' loyalty points upon completing the earn rules.
If you do not manually approve the points yourself during the interval you set, after it passes, the points will automatically be assigned to the customers' accounts.
Leave 0 in this field if you want the points to be assigned to customer accounts immediately.
The next section, Eligibility & Restrictions, is optional to complete. You can add customer tags (obtainable from the Customers section of your Shopify Admin), order tags, product tags, etc. to deny certain subsets of your customer base from taking advantage of this earn rule (ex: New Customers, Wholesale Customers, etc.).
For Customer Facing Label, describe the earn rule with a brief explanation on how points can be earned.
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.
For the Notification Banner Message, you can input a message that customers will get when they get their points.
In the Call to Action URL, enter the URL of your business's social media page to be liked/followed in the field below.
For Rule Status, set the earn rule as either Active or Disabled.
When you are finished, hit the Finish button.
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
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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