With this earn rule, you can make the loyalty points your customers earn based on the quantity of items they purchase.
For instance, if you configure the rule to give 100 points for every item purchase, and a customer purchases 2 of the same item, they will be rewarded 200 points.
To set up, please follow the instructions below:
Go to the Earn Rewards section.
In the Purchase and Shopping option > On Quantity Based Points 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., Quantity Based Points).
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 Quantity purchased of product unlike other rules here points/store credit are awarded on quantity purchased rather then per dollar spend . Example: 1 point will be credited for every 1 quantity purchased .
Reward Conditions
This section controls the quantitative limits and approval process for the rule.
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.
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 Eligibility: Use Allow Products by Tags (e.g., skateboard) to restrict the Earn Rule to only apply to orders with the specified tags.
Product Restrictions: Use these options to exclude specific products:
Use Restrict Products by Ids (e.g., 123543332) to exclude specific products using their IDs.
Use Restrict Products by Product Tags (e.g., product) to exclude specific products using their tags.
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.”).
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
This is an alternative method of rewarding customers with loyalty points, the other one being points earned per dollar spent. For all intents and purposes, either one can be used for rewarding customers. The main practical benefit of this over points earned per dollar is allowing customers to earn more rounded numbers of loyalty points, such as multiples of 5 or 10. As rewards are often priced at values of the same multiples of 5 or 10, when customers go to redeem, they can maintain a rounded point balance.
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