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How to create a 'threshold' and 'milestone' rule?

To award customers with additional points based on their achievements, use either a Cart or Behaviour rule. Both types support conditions that allow checking customer properties. Add them to the Conditions tab to create a threshold or milestone rule.

Here are some commonly used conditions:

  • To award only for the first order: Create Behaviour rule using the Customer places order event, and set condition Number of Orders to 1;
  • To award for a specific X-th order (e.g., 10th): Use the same Number of Orders condition, but set it to 10
  • To award based on spending a certain number of points: Use the Lifetime Spent Points condition with both lower and upper limits (if needed);
  • To award based on spending a specific amount of money: Use the Lifetime Sales condition with both lower and upper limits (if needed).