Setting Up Earn Rules
Earn rules define exactly how your customers gain points. You can combine multiple rules to create a flexible earning system.
Accessing Earn Rules
Navigation:
Click Settings (left sidebar) → Earn Rules → Add Earn Rule
You'll see all your active rules:
┌─────────────────────────────────────────────────────────┐
│ Settings > Earn Rules │
├─────────────────────────────────────────────────────────┤
│ │
│ Your Earn Rules [Add Earn Rule ↻] │
│ │
│ ┌────────────────────────────────────────────────────┐ │
│ │ ✅ Rule Name: "Buy $1, Get 1 Point" [Edit] [×] │ │
│ │ Active · 50,321 points issued this month │ │
│ ├────────────────────────────────────────────────────┤ │
│ │ ✅ Rule Name: "Referral - Friend Signup" [×] │ │
│ │ Active · 12,450 points issued this month │ │
│ ├────────────────────────────────────────────────────┤ │
│ │ ⏸️ Rule Name: "Birthday Bonus" [Edit] [×] │ │
│ │ Paused · 0 points (paused on Mar 10) │ │
│ └────────────────────────────────────────────────────┘ │
│ │
└─────────────────────────────────────────────────────────┘
Built-In Earn Rule Types
1. Purchase Rule
When: Customer completes a purchase Earn: Points based on order amount
┌────────────────────────────────────────────────────┐
│ Create Purchase Earn Rule │
├────────────────────────────────────────────────────┤
│ │
│ Rule Name: │
│ [Earn points on purchases] │
│ │
│ Description (shown to customers): │
│ [Earn 1 point per $1 spent] │
│ │
│ Points Configuration: │
│ ┌────────────────────────────────────────────┐ │
│ │ Points Per Dollar: [1] │ │
│ │ │ │
│ │ Minimum Order Value: [$0] (0 = no min) │ │
│ │ │ │
│ │ Maximum Points Per Order: [unlimited] │ │
│ │ │ │
│ │ ☑ Apply to all products │ │
│ │ ☐ Exclude specific collections │ │
│ │ ☐ Exclude specific products │ │
│ └────────────────────────────────────────────┘ │
│ │
│ Preview: │
│ "Earn 1 point per $1 on every purchase" │
│ │
│ [Save] [Cancel] │
│ │
└────────────────────────────────────────────────────┘
Example: If a customer spends $50, they earn 50 points.
2. Sign-Up Rule
When: Customer first enrolls in your loyalty program Earn: Flat bonus points
┌────────────────────────────────────────────────────┐
│ Create Sign-Up Earn Rule │
├────────────────────────────────────────────────────┤
│ │
│ Rule Name: │
│ [Welcome Bonus] │
│ │
│ Description (shown to customers): │
│ [Get 100 bonus points when you join] │
│ │
│ Bonus Points: │
│ ┌────────────────────────────────────────────┐ │
│ │ Points Awarded: [100] │ │
│ │ │ │
│ │ Award to: ⦿ New members only │ │
│ │ ○ All new & returning members │ │
│ │ │ │
│ │ Timing: ⦿ Award immediately on signup │ │
│ │ ○ Award after first purchase │ │
│ └────────────────────────────────────────────┘ │
│ │
│ Preview: │
│ "Get 100 bonus points when you join!" │
│ │
│ [Save] [Cancel] │
│ │
└────────────────────────────────────────────────────┘
Example: New customer joins → Gets 100 bonus points immediately.
3. Referral Rule
When: Customer successfully refers a friend Earn: Points for both the referrer and referee
┌────────────────────────────────────────────────────┐
│ Create Referral Earn Rule │
├────────────────────────────────────────────────────┤
│ │
│ Rule Name: │
│ [Refer a Friend] │
│ │
│ Description (shown to customers): │
│ [Get 200 points when your friend makes a purchase]│
│ │
│ Referral Settings: │
│ ┌────────────────────────────────────────────┐ │
│ │ Points for Referrer: [200] │ │
│ │ (customer who shares link) │ │
│ │ │ │
│ │ Points for Referee: [100] │ │
│ │ (customer who clicks link) │ │
│ │ │ │
│ │ Minimum Purchase: [$25] (must spend this) │ │
│ │ │ │
│ │ ☑ Referee must be new customer │ │
│ │ ☑ Award after purchase completes │ │
│ └────────────────────────────────────────────┘ │
│ │
│ Preview: │
│ "Share your link & earn 200 pts per friend!" │
│ │
│ [Save] [Cancel] │
│ │
└────────────────────────────────────────────────────┘
Example: Customer sends referral link → Friend buys $25 → Both earn points.
4. Birthday Rule
When: Customer's birthday arrives Earn: Birthday bonus points
┌────────────────────────────────────────────────────┐
│ Create Birthday Earn Rule │
├────────────────────────────────────────────────────┤
│ │
│ Rule Name: │
│ [Birthday Bonus] │
│ │
│ Description (shown to customers): │
│ [Get 300 bonus points on your birthday] │
│ │
│ Birthday Bonus Settings: │
│ ┌────────────────────────────────────────────┐ │
│ │ Points Awarded: [300] │ │
│ │ │ │
│ │ Birthday Date From: [Date of Birth field] │ │
│ │ ⦿ Use customer date of birth │ │
│ │ ○ Let customers set their own │ │
│ │ │ │
│ │ Award On: ⦿ Birthday date at midnight │ │
│ │ ○ Throughout the day │ │
│ │ │ │
│ │ Timezone: [Merchant timezone ▼] │ │
│ └────────────────────────────────────────────┘ │
│ │
│ Preview: │
│ "Get 300 bonus points on your birthday!" │
│ │
│ [Save] [Cancel] │
│ │
└────────────────────────────────────────────────────┘
Example: March 15 is customer's birthday → At midnight, they receive 300 points.
5. Review Rule
When: Customer leaves a product review Earn: Points for participating
┌────────────────────────────────────────────────────┐
│ Create Review Earn Rule │
├────────────────────────────────────────────────────┤
│ │
│ Rule Name: │
│ [Review Rewards] │
│ │
│ Description (shown to customers): │
│ [Earn 25 points for each product review] │
│ │
│ Review Settings: │
│ ┌────────────────────────────────────────────┐ │
│ │ Points Per Review: [25] │ │
│ │ │ │
│ │ Require Purchase: ⦿ Yes (must buy product)│ │
│ │ ○ No (anyone can review) │ │
│ │ │ │
│ │ Minimum Rating: [1] star │ │
│ │ (award points for any rating) │ │
│ │ │ │
│ │ Limit Per Customer: [∞] (unlimited) │ │
│ │ │ │
│ │ ☑ Show in loyalty widget │ │
│ └────────────────────────────────────────────┘ │
│ │
│ Preview: │
│ "Earn 25 points for each product review" │
│ │
│ [Save] [Cancel] │
│ │
└────────────────────────────────────────────────────┘
Example: Customer leaves a 5-star review → Gets 25 points.
Managing Your Rules
Enable/Disable Rules
Rule cards show status with a toggle:
✅ Active ⏸️ Paused ❌ Disabled
↓ ↓ ↓
[●─] [─●] [○─]
Click to toggle between states
Edit a Rule
- Find the rule in your list
- Click [Edit]
- Make your changes
- Click Save
Note: Editing a rule applies changes only to future earnings. Past points already awarded are not recalculated.
Delete a Rule
Click [×] to delete. You'll see a confirmation:
┌─────────────────────────────┐
│ Delete This Rule? │
├─────────────────────────────┤
│ │
│ "Earn 1 point per $1" │
│ will no longer award pts. │
│ │
│ Past points are safe and │
│ won't be removed. │
│ │
│ [Cancel] [Delete] │
│ │
└─────────────────────────────┘
Combining Multiple Rules (Stacking)
You can create multiple rules so customers earn points in different ways:
Example: Three Active Rules
Rule 1: Purchase → 1 point per $1 spent
Rule 2: Sign-Up Bonus → 100 points at enrollment
Rule 3: Referral → 200 points per successful referral
A new customer's journey:
Join → +100 points (Rule 2)
$50 purchase → +50 points (Rule 1)
Refer a friend → +200 points (Rule 3)
────────────────────────────
Total Earned → 350 points
Best Practice: Don't stack too many rules or points inflate and rewards become worthless.
Best Practices
Start Simple
- Begin with just a Purchase Rule (1 point per $1)
- Monitor engagement for 2-4 weeks
- Add additional rules based on what drives behavior
Stack Strategically
- Base rule: Purchase (recurring earnings)
- Bonus rules: Sign-up, referral, birthday (drive specific actions)
- Limit to 3-5 active rules to keep it manageable
Monitor & Adjust
- Check Analytics → Earn Rules monthly
- Look at which rules drive the most engagement
- Disable underperforming rules
- Increase points for rules you want to encourage
Avoid Point Inflation
- If everyone earns 100 points per purchase, rewards need to cost 10,000+ points
- Keep earning and redemption in balance
- If you increase earning, increase reward costs proportionally
Examples of Effective Stacks
Aggressive Growth:
- Purchase: 2 points per $1
- Sign-up: 200 points
- Referral: 500 points per friend
- Best for: New stores, competitive markets
Balanced:
- Purchase: 1 point per $1
- Sign-up: 100 points
- Birthday: 150 points
- Best for: Established stores, steady growth
Conservative:
- Purchase: 0.5 points per $1
- Sign-up: 50 points
- Best for: High-margin stores, exclusive programs
Troubleshooting
Points not awarding?
- Verify the rule is Active (toggle is on)
- Check the rule conditions (e.g., minimum purchase amount)
- Wait 5 minutes for processing
- See Common Issues
Points awarded too much?
- Check your point multiplier (is it 1 instead of 0.5?)
- Review rule stacking (rules might be adding up unexpectedly)
- Disable rules to isolate the issue
Need to adjust points retroactively?
- Rules only affect future earnings
- To adjust past earnings, use Members → [Customer] → Adjust Points
Next Steps
- Create Rewards that customers can redeem their points for
- Run Your First Campaign to promote your earn rules
- Check Analytics to see which rules perform best