--- title: "Creating a Goal Spend Earning Rule on Shopify" slug: "creating-a-goal-spend-earning-rule-on-shopify" tags: ["Loyalty and Referrals", "Shopify Plus", "Shopify"] updated: 2025-09-26T08:29:30Z published: 2025-09-26T08:29:30Z canonical: "support.yotpo.com/creating-a-goal-spend-earning-rule-on-shopify" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.yotpo.com/llms.txt > Use this file to discover all available pages before exploring further. # Creating a Goal Spend Earning Rule on Shopify Products Loyalty & Referrals ###### Supported plans Pro, Premium, Enterprise ###### eCommerce Platform Shopify, Shopify Plus ## Goals and Outcomes The **Goal spend** earning rule (previously known as campaign) is a [purchase-based earning rule](/v1/docs/earning-rules-overview-for-shopify#purchase-based-earning-rules) that helps you increase average cart size and purchase frequency, by rewarding eligible shoppers with loyalty points or discount coupons. Goal spend is the target amount that your customers need to spend within the duration of the earning rule, with either a single purchase or an accumulated amount from multiple transactions. **Is this article for me?** If you're using a different eCommerce platform, refer to our [Creating a Goal Spend Earning Rule](/v1/docs/creating-a-goal-spend-earning-rule) article. In this article, you'll learn how to create and set up a Goal spend earning rule to fit your loyalty program’s goals. ## How It Works The earning rule lets you set up a goal amount that the customers need to spend in order to receive a reward. You can see the purchase progress of a specific customer in the Earning History section of their [customer profile page in Yotpo Loyalty & Referrals](/v1/docs/): ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/a33592d9-2810-4d1c-9ec3-f8a682535016.png?sv=2026-02-06&spr=https&st=2026-11-08T13%3A02%3A44Z&se=2026-11-08T14%3A02%3A44Z&sr=c&sp=r&sig=udVmPxCOYMsUcV9HbqJnXRnTa36CEBKZOvh6jrMVlNU%3D) The customer can also view their progress towards completing the earning rule on the Rewards page: ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/a372d6ee-278e-4df3-998a-1f680c0d98db.png?sv=2026-02-06&spr=https&st=2026-11-08T13%3A02%3A44Z&se=2026-11-08T14%3A02%3A44Z&sr=c&sp=r&sig=udVmPxCOYMsUcV9HbqJnXRnTa36CEBKZOvh6jrMVlNU%3D) Once a customer completes a purchase for the goal amount (or higher) they will receive a reward of points or a discount - depending on your settings. ## Creating a Goal Spend earning rule To create the earning rule, follow these steps: 1. Go to **Yotpo Loyalty & Referrals > Manage Program >** [**Rewards Program**](https://loyalty-app.yotpo.com/rewards-program). 2. Click **Create earning rule**. 3. Select **Goal spend**, then click **Next**. 4. Set the **Goal amount** your customers need to spend to earn rewards. Next, you’ll need to choose and set up the earning rule reward. ### Choosing a reward type You can choose to reward customers with points or with a discount. Points can be collected and later redeemed for [redeemable rewards](/v1/docs/redeemable-rewards-overview-for-shopify-and-shopify-plus), while a discount reward can be used as soon as their next purchase. #### Points reward To offer customers a points reward when completing the earning rule, select Points under Reward type, then enter the number of points you want to offer. **Remaining amount rollover setting** This setting allows you to choose whether to count any amount spent over the goal amount towards another reward. This means that if you set the goal amount to $150 and a shopper spends $200, the extra $50 will already count towards the next Goal spend reward. **This is only applicable for points rewards.** #### Discount reward ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/46ac7c68-85dd-42c5-88c2-6393f254dfef.gif?sv=2026-02-06&spr=https&st=2026-11-08T13%3A02%3A44Z&se=2026-11-08T14%3A02%3A44Z&sr=c&sp=r&sig=udVmPxCOYMsUcV9HbqJnXRnTa36CEBKZOvh6jrMVlNU%3D) To offer customers a discount reward when completing the earning rule, do the following: 1. Under **Reward type**, select **Discount**. 2. From the dropdown menu, select the type of discount you want to offer whether it’s a **Fixed amount** or a **Percentage discount**. 3. Depending on the type you selected, enter the discount amount. **Note** - When entering the discount amount, make sure to use a whole, positive number - In the case of a percentage discount, you can use any percentage between 1% and 100% - Under **Code prefix**, you can add a prefix that will help you identify and differentiate between reward codes more easily. **Discount reward settings** Different discount settings are available if you want to promote specific products or collections, as well as specify who can use this discount and when. **To view and edit these settings, click Discount settings under the Discount reward option.** Discount settings:**Apply discount to** Choose to apply the discount to any product, specific products, or specific collections. - **Any product** - Use this if you want this discount to apply to all of your products - **Specific products** - Use this to limit which products this discount can apply to, for example, if you want to promote specific products. 1. In the **Apply this discount to** dropdown select Specific products. 2. In the **Product IDs** field, enter your product IDs separated by a comma. Learn more about [finding product IDs in Shopify](/v1/docs/finding-product-ids-in-your-ecommerce-platform) 3. In the **Variant IDs** field, enter your variant IDs. Learn more about [finding variant IDs in Shopify](https://help.shopify.com/en/manual/products/variants/find-variant-id) - **Specific collections** - Use this to limit which collections this discount can apply to if you want to promote specific collections, groups, or categories of products 1. In the **Apply this discount to** dropdown selects Specific collections. 2. In the **Collection IDs** field, enter your collection IDs separated by a comma. Learn more about [collections in Shopify](https://help.shopify.com/en/manual/products/collections) **Minimum spend** Set a minimum amount customers must spend on their purchase to use this discount. **Please note:** If you selected a specific product or specific collection to apply your reward to, the minimum spend amount is the amount customers need to spend on that specific product or collection. **Discount only applies to these Shopify segment IDs** - Use this if you want to make this discount available only to specific segments using [Shopify Customer Segments](https://help.shopify.com/en/manual/customers/customer-segmentation/customer-segments/customer-segments-managing#create-a-new-customer-segment). To find your Shopify segment: 1. Go to the Customers page in your Shopify admin. 2. From the Customer segment drop-down, choose the customer segment you want to use. 3. Your segment ID is the set of numbers found at the end of this page URL. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/image-1684829016609.png?sv=2026-02-06&spr=https&st=2026-11-08T13%3A02%3A44Z&se=2026-11-08T14%3A02%3A44Z&sr=c&sp=r&sig=udVmPxCOYMsUcV9HbqJnXRnTa36CEBKZOvh6jrMVlNU%3D) **Discount code expiration** Select a reward expiration if you want the discount to only be valid for a certain amount of time. Use this to increase redemption rate and purchase frequency. **Who can use this discount code?** Use this option if you want to limit the use of this discount only to the customer that originally received it. - **Anyone** - use this if you don’t want to set a limit - **Only the customer who originally received this reward and is logged in to their account** - You can require the customer trying to use this discount code to log in to their account to verify that it’s the same customer who originally received it ### Advanced Settings Advanced settings are only available for Loyalty & Referrals merchants on [Premium and Enterprise](https://www.yotpo.com/pricing/) plans. - **Target audience**: Add [Lists & Segments](/v1/docs/about-lists-segments) to target this earning rule at specific audiences. For example, you can target customers who haven’t made a purchase in over 90 days. Within this setting, you can choose to: - **Apply this rule to**: Use the dropdown menu to include the relevant [lists and/or segments](/v1/docs/about-lists-segments) of customers you’d like to target. - **Do not apply this rule to**: You also have the option to exclude lists and/or segments. For example, if you want to apply an earning rule to all customers except for those who consistently spend a lot of money in your store. In this case, you would select: **Apply this rule to - All customers**, and **Do not apply this rule to - Top spenders**. - **Restrict by product**: Use product ID, product tags, or product types to require any purchase to include specific products to qualify for the reward. - If restricting by product, what is eligible for a reward? - Choose whether to count the total amount of an order that includes the required product OR the total amount spent ONLY for the required product within an order until it reaches the total goal spend. - **Restrict by customer**: Limit the earning rule to specific customers by [using customer tags](https://help.shopify.com/en/manual/shopify-admin/productivity-tools/using-tags). Customer tags are labels you can create in Shopify to filter or group customers based on specific criteria. When the setting is populated, it will make the earning rule available or unavailable to customers with the specific customer tag. - **Restrict by order**: Limit the rule to specific customers by [using order tags](https://help.shopify.com/en/manual/shopify-admin/productivity-tools/using-tags). Order tags are labels you can create in Shopify to filter or group orders. When the setting is populated, it will make the earning rule available or unavailable only to orders associated with the specific order tag. - **Maximum times completed**: Select the maximum number of times a customer can complete this rule. If you don’t want to set a maximum limit, choose **No maximum** from the dropdown. - **Waiting period between rewards**: Depending on the maximum times completed limitation you set, you can set a waiting period that needs to pass before a customer can earn another reward from this earning rule. If you don’t want to enforce a waiting period between rewards, select **No limit** from the dropdown. - **Schedule rule**: Choose a specific time frame for when the rule should run. By default, the rule starts immediately and continues indefinitely. ### Rewards History Text Your customers will see the reward they earned in the ‘[My activity’ section of your store's Rewards page.](/v1/docs/getting-started-with-the-rewards-page-builder#my-activity-section) **Action text** The default Action text is set to “Spend over {{goal spend}}". To change it, click in the Action text field and type in the text you want to appear in your customer’s [Rewards History](/v1/docs/my-activity-on-site-module#rewards-history). **Important** The {{goal spend}} tag will dynamically populate with the number value you set in the **Goal amount** field of the earning rule. If you change the value, this text will update automatically. You can manage the way your earning rule is displayed to customers from the [Rewards Page Builder](/v1/docs/getting-started-with-the-rewards-page-builder) and [Earning Points module](/v1/docs/earning-points-on-site-widget). **Reward text** This setting will appear if you choose the **Discount** option under **Reward type** - the Reward text field with an automatic value that will dynamically present customers with whichever discount amount you set before. Note If you accidentally delete the preset text, just type in {{reward}}. ### Changing the Name of Your Earning Rule You can change the name of this earning rule by clicking the edit icon next to it. If you have more than one goal spend earning rules, you can change the name to help you differentiate between them. **Note** - The way you choose to name your earning rule here is only for internal management purposes. Your customers will not see this. - You can manage the way your earning rule is displayed to customers from the [Rewards Page Builder module](/v1/docs/getting-started-with-the-rewards-page-builder) and [Earning Points module](/v1/docs/earning-points-on-site-widget). ### Finding Your Rule ID Use the Copy rule ID option if you need to share it with 3rd party partners that Yotpo Loyalty & Referrals doesn't directly integrate with. To find the earning rule ID, click the ellipses icon next to the Save button. ### Managing the Rule Status The rule status can be seen next to the rule name. It tells you whether the rule is active on your site or not. If active, the rule is running and customers are earning rewards. You can deactivate the rule if you want to. If you choose to deactivate the earning rule, it will no longer be visible to customers, and they won't be able to earn rewards from it.