Goals and Outcomes
The Punch Card is a purchase-based earning rule (previously known as a campaign) that rewards customers after they complete a set number of qualifying purchases.
You can define:
The total number of purchases required
A minimum spend per purchase
The type of reward customers will earn
Punch Cards enhance the shopping experience by adding value to repeat purchases, encouraging customers to come back to your store.
In this article, you'll learn how to set up a Punch Card earning rule to support your loyalty program goals.
Is this article for me?
For merchants on any other platform, refer to our Punch Card Earning Rule article.
How It Works
When you create a Punch Card earning rule, you decide how many purchases customers must make to earn a reward, as well as the minimum spend per purchase for it to qualify.
Customer view in the Yotpo Admin: You can track a customer’s purchases in the Earning History section of their profile.
Customer view on-site: Customers can see their own progress directly on the Rewards Page.
Once a customer completes the required number of purchases at or above the minimum spend, they’ll automatically receive the reward you defined (points or discount).
Creating a Punch Card Earning Rule
To create the earning rule, follow these steps:
From your Yotpo Loyalty admin, go to Manage Program > Rewards Program.
Under Ways to Earn, click Create earning rule.
Select Punch card and click Next.
Set the Number of purchases: The number of purchases a customer must complete to receive a reward. For example, if you set this to 5, customers will earn a reward after their fifth purchase.
Set the Minimum spend per purchase: This is the minimum amount of money for an eligible purchase. It prevents customers from making very small purchases to get a reward from this earning rule.
Next, you need to choose and configure the reward type.
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, while a discount reward can be used as soon as the customer’s 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.
Discount reward
To offer customers a discount reward when completing the earning rule, do the following:
Under Reward type, select Discount.
From the dropdown menu, select the type of discount you want to offer - either Fixed amount or Percentage discount.
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.
In the Apply this discount to dropdown, select Specific products.
In the Product IDs field, enter your product IDs separated by a comma. Learn more about finding product IDs in Shopify.
In the Variant IDs field, enter your variant IDs. Learn more about finding variant IDs in Shopify.
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
In the Apply this discount to dropdown selects Specific collections.
In the Collection IDs field, enter your collection IDs separated by a comma. Learn more about collections in Shopify.
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
To find your Shopify segment:
In your Shopify admin, go to the Customers page.
From the Customer segment drop-down, choose the customer segment you want to use.
Your segment ID is the set of numbers found at the end of this page URL.
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 available only for Loyalty & Referrals merchants on Premium and Enterprise plans.
Target audience
Use Lists & Segments to target this earning rule at specific audiences. For example, you might target customers who haven’t made a purchase in over 90 days.
Within this setting, you can:
Apply this rule to – Select the lists and/or segments of customers you want to include.
Do not apply this rule to – Exclude specific lists and/or segments. For example, if you want the rule to apply to all customers except top spenders, set:
Apply this rule to > All customers
Do not apply this rule to > Top spenders
Restrict by product
Require purchases to include specific products by using product ID, product tags, or product types.
If restricting by product, what counts toward the reward?
Choose whether to:
Count the total amount of any order that includes the required product (Enitre cart), or
Count only the total spent on the required product(s) within the order until the goal spend is reached (Required products only).
Restrict by customer
Limit the rule to specific customers using customer tags. Customer tags are labels you create in Shopify to group or filter customers.
When this setting is applied, the earning rule will only be available (or unavailable) to customers with the specified tag.
Restrict by order
Limit the rule to specific orders using order tags. Order tags are labels you create in Shopify to group or filter orders.
When this setting is applied, the earning rule will only be available (or unavailable) for orders with the specified tag.
Maximum times completed
Set the maximum number of times a customer can complete this earning rule. If you don’t want to limit completions, select No maximum.
Waiting period between rewards: Define a waiting period customers must wait before earning the reward again, based on the Maximum times completed setting. If you don’t want to enforce a waiting period, select No limit.
Schedule rule
Control when this earning rule is active. By default, it’s set to start immediately and run indefinitely.
Rewards History Text
Your customers will see the reward they earned in the ‘My activity’ section of your store's Rewards Page.
Action text
The default Action text is set to “Make {{number of purchases}} purchase{{s}}". To change it, click in the Action text field and type in the text you want to appear in your customer’s Rewards History.
Important
The {{number of purchases}} tag will dynamically populate with the number value you set in the Number of purchases 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 and Earning Points module.
Reward text
If you choose Discount as the reward type, the Reward text field will automatically display the discount amount you set. This text will dynamically update to reflect the discount.
Note
If you accidentally delete the preset text, just type in {{reward}}.
Renaming Your Earning Rule
You can change the name of this earning rule by clicking the edit icon next to it. In the case that you have more than one Punch card rule, you can change its 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 and Earning Points module.
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.