Set up earning rules
What does this do for me?
Earning rules define how customers collect points. You control the points-per-currency rate, rounding, minimum order value, and bonus point sources like signups, reviews, social shares, and birthdays.1. Open Points Rules
- In the app sidebar, select Points Rules.
- The page shows the points-per-currency configuration, earning rules list, and related sub-pages (Earning Rules, Achievements, Missions, VIP Tiers, Memberships).
2. Configure the earn rate
- Under Points Configuration, set the Points per currency unit — how many points customers earn per 1 unit of store currency.
- Choose the Rounding strategy: Floor, Round, or Ceil.
- Set a Minimum order value — orders below this value earn no points.
- Toggle Exclude shipping and Exclude taxes to control what counts toward the earn calculation.
3. Set up action-based earning rules
- Under Earning Rules, select Create rule.
- Choose the event type (e.g., account creation, newsletter signup, birthday, product review, social share).
- Set the points value and any cooldown period or max-awards-per-customer limit.
- Select Save.
4. Configure bonus point sources
In the app, open Points Rules and scroll to Bonus Actions. Set:- Signup bonus — points awarded when a customer joins the loyalty program.
- Points per review — points for submitting a product review.
- Birthday points — points awarded on the customer’s birthday.
- Social share points — points for sharing on social media.