How to create earning rule

Earning rules define how customers can accumulate reward points for specific actions such as making purchases, writing product reviews, or referring new customers. By setting up earning rules, you can incentivize desired behaviors and increase customer engagement.

Follow these steps to create earning rule:

1. Navigate to Marketing -> Rewards Points -> Earning Rules.

2. Press Add New button.

3. Select Earning rule type (Cart rule or Behavior rule) and complete the required fields.

4. Press Save and Continue button

5. Set up your rule based on its type:

   For Cart rule:

   • Conditions - Set up conditions when rule should be applied to the cart. Leave empty to always apply to the cart.
   • Notification - Set up message that will be displayed on the product pages if the rule is applied to the current product.
   • Tiers - Set up earning style and set how many points customers will earn based on their tier.

   For Behavior rule:

   • Event - Set up specific action that triggers the rule.
   • Conditions - Set up additional conditions which should be met to apply the rule.
   • Notification - Set up messages that appear in the customer’s account history and email notifications.
   • Tiers - Set up earning style and set how many points customers will earn based on their tier.

6. Press Save button to finish creating the rule.

Examples of earning rules

There are examples of the most common earning rules.

Cart Rules

Earn 10 points for every $10

The customer will earn 10 Reward Points for every $10.00 spent

• Type: Cart Rule
• Is Active: Yes
• Customer Groups: All
• Conditions: None
• Customer Earning Style: Give X points for every spent Y
• Number of Points (X): 10
• Step (Y): 10

Pay with Cash On Delivery and receive a bonus of 100 points

Customers will pay using the "Cash On Delivery" method and get 100 points.

• Type: Cart Rule
• Is Active: Yes
• Customer Groups: All
• Conditions:
  • If ALL of these conditions are TRUE:
    • Payment Method is Cash On Delivery
• Customer Earning Style: Give X points to customer
• Number of Points (X): 100

Order 3 or more products and receive an additional 10 points for every $100

If the Customer adds three or more products to the shopping cart, he or she will get 10 points for every $100 spent.

• Type: Cart Rule
• Is Active: Yes
• Customer Groups: All
• Conditions:
  • If ALL of these conditions are TRUE:
    • Total Items Quantity equals or greater than 3
• Customer Earning Style: Give X points for every spent Y
• Number of Points (X): 10
• Step (Y): 100

Behavior Rules

Give 5 points for a sign up in the store

A customer signs up in the store and receives points.

• Type: Behavior Rule
• Is Active: Yes
• Customer Groups: All
• Event: Customer signs up in store
• Conditions: None
• Message in the rewards history: Points earned for a sign up in the store.
• Customer Earning Style: Give X points to customer
• Number of Points (X): 5

A customer receives 10 points for the sign-ups of his/her referrals in the store

A customer invites any number of persons and receive points when they sign up in the store.

• Type: Behavior Rule
• Is Active: Yes
• Customer Groups: All
• Event: Referred customer signs up in store
• Conditions: None
• Message in the rewards history: Points earned for the friends you invited who registered on the site.
• Customer Earning Style: Give X points to customer
• Number of Points (X): 10

Refer 5 friends and receive 15 points when they order

The Customer invites many friends but gets points only when the first five referees order at least once.

• Type: Behavior Rule
• Is Active: Yes
• Customer Groups: All
• Event: Order from referred customer
• Conditions:
  • If ALL of these conditions are TRUE:
    • Number of referrals who ordered at least once is 5
• Message in the rewards history: Points earned for referrals' orders.
• Customer Earning Style: Give X points to customer
• Number of Points (X): 15

Give 50 points if Customer is inactive for more than 20 days

If the Customer is inactive for more than twenty days, he will receive 50 points.

• Type: Behavior Rule
• Is Active: Yes
• Customer Groups: All
• Event: Customer is inactive for a long time
• Number of Inactive Days: 20
• Conditions: None
• Message in the rewards history: We miss you.
• Customer Earning Style: Give X points to customer
• Number of Points (X): 50

Write a review and receive 100 points

Customers will get points for each approved review in the store.

• Type: Behavior Rule
• Is Active: Yes
• Customer Groups: All
• Event: Customer writes a product review
• Conditions: None
• Message in the rewards history: Points earned for a product review.
• Customer Earning Style: Give X points to customer
• Number of Points (X): 100

Write max 2 reviews per day and receive 100 points

The Customer may write several reviews but will get a maximum of 200 points for two reviews per day.

• Type: Behavior Rule
• Is Active: Yes
• Customer Groups: All
• Event: Customer writes a product review
• Conditions: None
• Message in the rewards history: Points earned from product reviews.
• Customer Earning Style: Give X points to customer
• Number of Points (X): 100
• Maximum number of earned points for one Customer per day: 200

Give 100 points for Birthday

Customers will get 100 points on their Birthdays each year.

• Type: Behavior Rule
• Is Active: Yes
• Customer Groups: All
• Event: Customer has a birthday
• Conditions: None
• Message in the rewards history: Points for Birthday!
• Customer Earning Style: Give X points to customer
• Number of Points (X): 100

Give 15 points for pinning to Pinterest

If the Customer pins the page on Pinterest, he/she will earn 15 points.

• Type: Behavior Rule
• Is Active: Yes
• Customer Groups: All
• Event: Pinterest Pin
• Conditions: None
• Message in the rewards history: Points from pages pinned on Pinterest.
• Customer Earning Style: Give X points to customer
• Number of Points (X): 15

Give 15 points for 3 Tweets in a day

If the Customer shares a page on Twitter, he/she will earn 15 points.

• Type: Behavior Rule
• Is Active: Yes
• Customer Groups: All
• Event: Twitter Tweet
• Maximum number of earned points for one customer per day: 45
• Conditions: None
• Message in the rewards history: Points from pages shared on Twitter.
• Customer Earning Style: Give X points to customer
• Number of Points (X): 15

Give 15 points for a Facebook Share

If the Customer shares the page on Facebook, he/she will earn 15 points.

• Type: Behavior Rule
• Is Active: Yes
• Customer Groups: All
• Event: Facebook Share
• Conditions: None
• Message in the rewards history: Points for Facebook Shares.
• Customer Earning Style: Give X points to customer
• Number of Points (X): 15

Give 150 points when 5 referred friends register on the website

The customer can refer friends but earns points for only the first five registrations.

• Type: Behavior Rule
• Is Active: Yes
• Customer Groups: All
• Event: Customer signs up in store
• Conditions:
  • If ALL of these conditions are TRUE:
    • Number of referred friend signups is 5
• Message in the rewards history: Points earned for registration of referred friends.
• Customer Earning Style: Give X points to customer
• Number of Points (X): 150

Use your friend' invitation and earn 30 points on your first order.

The Customers use a referral link and places their first order.

Note

Customer should register first and place the order while being logged in. Otherwise he/she will not earn points.

• Type: Behavior Rule
• Is Active: Yes
• Customer Groups: All
• Event: Customer places order
• Conditions:
  • If ALL of these conditions are TRUE:
    • Is Referee is Yes
    • Number of Orders is 1
• Message in the rewards history: Points earned for the first order placing.
• Customer Earning Style: Give X points to customer
• Number of Points (X): 30

Refer a friend and receive 10 points for his first order

The Customer invites many friends but gets points only for their first order.

Note

Referred customer should register first and place the order while being logged in. Otherwise customer who referred a friend will not earn points.

• Type: Behavior Rule
• Is Active: Yes
• Customer Groups: All
• Event: Order from referred customer
• Conditions:
  • If ALL of these conditions are TRUE:
    • Referred: Number of Orders is 1
• Message in the rewards history: Points earned for referrals' orders.
• Customer Earning Style: Give X points to customer
• Number of Points (X): 10

Customer reaches new tier level and receives 15 points

When Customer reaches new tier level, he/she will earn 15 points.

• Type: Behavior Rule
• Is Active: Yes
• Customer Groups: All
• Event: Customer tier up
• Conditions: None
• Message in the rewards history: Points earned for tier up.
• Customer Earning Style: Give X points to customer
• Number of Points (X): 15