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Spending rules

Spending rules are relatively simple compared to earning rules, as they define the rate at which points can be converted into discounts.

Note

Points can be spent when a customer uses a special block, which will appear on both the cart and checkout pages when the following conditions are met:

  • At least one spending rule is defined and activated.
  • The customer has enough points in their balance.
  • The customer and their cart meet the conditions specified by the spending rule(s).

To create a new spending rule, go to Marketing -> Promotions -> Reward Points -> Spending Rules and click the Add New button. The rule edit page will be divided into three sections:

General information​

  • Rule name: This is the name of the rule for internal use.
  • Display name: This name is shown to customers and provides a clear explanation of how they can spend their points.
  • Is active: The status of the rule (enabled or disabled).
  • Active from, Active to: The period during which the rule will be active.
  • Websites: Choose which website(s) the rule will apply to. Multiple websites can be set up for a single Magento installation, each with its own IP address and domain.
  • Customer group: Specify the customer groups that qualify to apply for this rule.
  • Stop further rules processing: If enabled, no other rules can be applied once this rule is triggered.
  • Priority: The order in which rules will be applied when multiple rules are available.

Conditions​

Spending rules apply to the entire cart, so the conditions in this section are similar to the ones found in cart earning rules. Refer to the Cart earning rule section for detailed descriptions.

Actions​

This section applies the rule only to cart items that match specific conditions. For more information, refer to the Cart earning rule section.

Tiers​

This section defines how points are converted into a discount.

  • Points spending style: This defines the strategy used to convert points into discounts.
    • Flexible: Allows customers to spend points in proportion to the For each spent X points. For example, if a customer gets a $1 discount for 10 points, they can spend 15 points to get a $1.5 discount.
    • Fixed: Requires customers to spend points in exact multiples of For each spent X points. For example, if a customer gets a $1 discount for 10 points, they can only spend 10, 20, 30, or more points to get corresponding discounts.
  • For each spent X points: Defines the minimum number of points that can be traded for discounts. In the Flexible strategy, this is used proportionally.
  • Customer receives Y discount: Specifies the amount of currency the customer will receive for spending the defined number of points.
  • Spend minimum: The minimum number of points that must be spent on one cart. This is mainly used in the Flexible strategy and sets the minimum discount value per sale.
  • Spend maximum: The maximum number of points that can be spent on one cart. This limits the maximum discount that can be applied per sale.
Note

To allow customers to spend their points, you must create at least one spending rule and customer must have points on his balance. Without this, the spending blocks on the cart and checkout pages will not appear.

For examples of spending rules, see the Spending rules examples section.