How to create rules for earning points?
This section of the guide provides an overview of the ways for customers to earn points – the engine of your Loyalty Program.
You’ll learn how to create customizable ways for customers to earn points within Loyalty Program based on various conditions.
Customers can earn points by: Sign up, Place order, Sign up Newsletters, Like Facebook Page, Follow Instagram, Follow Twitter, Share Facebook Link, Share Twitter Link.
I/ How it works
Sign up: By this method, customers can earn a certain numbers of points adjusted by the admin via sign-up action
Place order: If customers place order and pay for the order successfully, they can get reward points which are also decided by the admin
Sign-up Newsletters: When customers successfully subscribe to the store newsletters, they will get the corresponding number of points as customized in the app.
Like Facebook Page, Follow Instagram, Follow Twitter, Share Facebook Link, Share Twitter Link: when a member clicks like, follow or share on Facebook, Instagram and Twitter pages at the popup displayed on the store, they will be added the number of points as customized in the app.
Write Review: Customers writing reviews about a product will receive the corresponding point amount with the app configuration.
Birthday Reward: On the customers'birthday, they will be awarded the given points setup in app.
II/ How to use
The way to create Sign up and Place order rule is similar at some points. Now, we will guide you through the setup process
1/ Step 1: Reward Program > How to earn points > Click on Edit icon to create and modify rules
For other reward programs rather than Sign Up and Place Order, click Add new > Enter information > Click Save to create and save new reward program.
2/ Step 2: Edit rules
- Sign up:
- Program name: Name the signup program as you want
- Earning points: Enter points that customers can gain via Sign up action
- Limitation: We already limit the number of times that customers can get points through Sign up. Because one customer register to your store with one email account, therefore they can only get Sign up points one time only.
- Place order:
Program name: Name the sign-up program as you want
Earning points type:
- Earn points by amount spent: Customers will get specific points based on the Spending unit and Earning points configured. For example, if you set the Spending unit as $1 and Earning unit as 10 points, the customer will get 50 points for an order whose value is $5.
- Earn points by order placed: Customers will get a certain point amount based on how many times they make purchases. For instance, if you enter 10 points, buyers will reach 10 reward points for a completed order.
Auto remove points when order is cancelled, refunded or partially: Mark the box to remove points automatically if clients cancel, refund or partially refund orders.
Limit the number of times each customer can earn points for this action: Please tick the box to enable the function and enter the number of times each customer can earn points for order placement.
For example, you can allow customers to get points 2 times/day if they buy goods from you.
Use condition: The program will be applied to selected products or collections. If disabled, the program is set to apply to all products as default.
- Apply to all products: program will be applied to all products.
- Apply to selected products: program will be applied to chosen products by clicking on Browse > select products > Add > Save.
- Apply to products groupd by conditions: program will be automatically applied to all products that match the setup conditions. With All conditions, Place order will work on products that meet the conditions, whereas, with Any conditions, it will work on products that meet any of the conditions. Click on Add another condition to add more conditions.
Exclude products: choose the products you do not want to apply the program on by clicking Browse > select the products > Add > Save.
Potential point calculator: if enabled, customers will be able to see the number of points earned by buy an item.
Preset: text presets
Click on Also use on Cart page to display point calculator on Cart page.
Click on Settings to set up the position.
How to choose position for Point calculation on product page:
- Select Add block > Joy Point Calculation
- Choose the desired position and Save to apply the setting.
- Preview:
How to choose position for Point calculation on cart page:
First, you will need to enable Also use on Cart page at Position
- At Theme Settings > Cart
- Select Add block > Joy Point Calculation
- Choose the desired position and Save to apply the setting.
- Preview in the front end:
- Like Facebook Page
- Program name: Enter the name of the earning reward program
- Earning points: Enter the number of points customers will receive when they like your Facebook page
- Facebook Page: Enter the link to the Facebook page you want customers to interact with
- Limitation: The value of this field currently defaults to "Once in a lifetime". Mean customers will get reward points only once if they like your Facebook page
- Follow Instagram
Program name: Enter the name of the earning reward program
Earning points: Enter the number of points customers will receive when they follow your Instagram page
Instagram Account: Enter the link to the Instagram page you want customers to interact with
Limitation: The value of this field currently defaults to "Once in a lifetime". Mean customers will get reward points only once if they follow your Instagram page
- Follow Twitter
- Program name: Enter the name of the earning reward program
- Earning points: Enter the number of points customers will receive when they follow your Twitter page
- Twitter Account: Enter the link to the Twitter page you want customers to interact with
- Limitation: The value of this field currently defaults to "Once in a lifetime". Mean customers will get reward points only once if they follow your Twitter page
- Share Facebook Link
- Program name: Enter the name of the earning reward program
- Earning points: Enter the number of points customers will receive when they share the Facebook URL you choose
- URL to share: Enter the link to the Facebook page you want customers to share
- Limitation: The value of this field currently defaults to "Once in a lifetime". Mean customers will get reward points only once if they share the Facebook URL you choose
- Share Twitter Link
- Program name: Enter the name of the earning reward program
- Earning points: Enter the number of points customers will receive when they share the Twitter URL you choose
- URL to share: Enter the link to the Twitter page you want customers to share
- Message: Enter a message or hashtags as default caption for your customer. They can change it later.
- Limitation: The value of this field currently defaults to "Once in a lifetime". Mean customers will get reward points only once if they share the Twitter URL you choose
- Sign Up Newsletters
- Program name: Enter the name of the earning reward program
- Earning points: Enter the number of points customers will receive when they subscribe to newsletters on your store
- Limitation: The value of this field currently defaults to "Once in a lifetime". Mean customers will get reward points only once if they share the Twitter URL you choose
- Sign up guide template: Select the template used to guide customers on how to sign up for newsletters and get reward points
- Sign up guide content: Edit the content for the template selected above
- Follow Tiktok:
- Program name: enter the program's name
- Earn points: enter the amount of points that customers will be given after following your Tiktok account
- Tiktok link: enter the Tiktok account's URL you want customers to follow
- Subscribe Youtube:
- Program name: enter the program's name
- Earn points: enter the amount of points that customers will be given after Subscribing to your Youtube channel
- Youtube link: enter the Youtube channel's URL you want customers to follow
- Write Review
- Reward name: Enter a reward name for the sign-up rule.
- Select review app: Select an app review you want to connect and that is connected at Integrations.
- Earn points: Fill in the point number customers will get after leaving a review.
- Limit the number of times each customer can earn points for this action: Tick the box to enable this function. For example, if you enter the value as 5 and the unit as days for reviews, customers can earn points up a maximum of 5 times a day.
- Birthday reward
Program name: enter the program's name
Date type: select date format: DD/MM or MM/DD
Earn points: enter the amount of points that customers will be given on their birthdays
Limitation: currently set default as "Once in a lifetime**
- Join Discord
Program name: enter the program's name
Earn points: enter the amount of points that customers will be given after joining the Discord via the provided URL
Discord link: enter the Discord URL you want customers to join
- Join Telegram
- Program name: enter the program's name
- Earn points: enter the amount of points that customers will be given after joining the Telegram via the provided URL
- Telegram link: enter the Telegram URL you want customers to join
3/ Step 3: Enable the rules you have just created to apply them to your reward program
III/ Points Expiration
Choose how long the points will expire. Time is calculated from the last activity of the customer. When you choose Never expire, the number of points will not be limited in time to use.
In addition to the available times, you can choose Custom to customize your own time by day, week, and month.