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Activity Rule - Subscribe to SMS
Activity Rule - Subscribe to SMS
Updated over 5 months ago

With this activity rule, your customers can earn points by signing up for your business's SMS.

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. Toggle Give points to guest customers underneath to provide points to guest customers, that is customers who don't have accounts in your store, if you'd like.

    2. Toggle Deduct points on Unsubscribe if you want to remove points from customers who opt out of your newsletter.

  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

Similar to the Newsletter rule, you can use this rule to keep your customers informed about special events in your store. In doing this, you can benefit from potentially faster engagement for your loyalty program, as your customers will always been in the loop whenever new product launches, deals, sales, and so on, happen.

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