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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​

Click Loyalty → Earn Rules in the left sidebar:

Earn Rules

Each rule card shows its type, status (active/paused), points value, and conditions.

Built-In Earn Rule Types​

Click Add Rule to open the creation form:

Earn Rule Creation

Choose the rule type, configure its parameters, and save. The rule becomes active immediately.

1. Purchase Rule​

When: Customer completes a purchase Earn: Points based on order amount

Set Points Per Dollar (e.g. 1 pt/$1). Optionally set a minimum order value or cap the maximum points per order. Example: Customer spends $50 → earns 50 points.

2. Sign-Up Rule​

When: Customer first enrolls in your loyalty program Earn: Flat bonus points

Set Bonus Points (e.g. 100). Points are awarded immediately on enrollment. Example: New member joins → gets 100 bonus points.

3. Referral Rule​

When: Customer successfully refers a friend who makes a purchase Earn: Points for both the referrer and referee

Set Referrer Points and Referee Points separately. You can require a minimum purchase amount. Example: Customer refers a friend who spends $25 → referrer gets 200 pts, referee gets 100 pts.

4. Birthday Rule​

When: Customer's birthday matches today's date Earn: Birthday bonus points

Set Birthday Points (e.g. 300). Points are awarded at midnight on the member's birthday. Example: March 15 is the customer's birthday → they receive 300 points automatically.

5. Review Rule​

When: Customer leaves a product review Earn: Points for participating

Set Points Per Review (e.g. 25). Optionally restrict to verified purchasers. Example: Customer leaves a 5-star review → gets 25 points.

Managing Your Rules​

Enable/Disable Rules​

Each rule card has a toggle to activate or pause it. Pausing a rule stops future points awards without deleting the rule.

Edit a Rule​

Click Edit on any rule card, update the configuration, and save. Edits apply to future earnings only — past points are not recalculated.

Delete a Rule​

Click the delete button and confirm. Past points already awarded are preserved.

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​