Creating an Instagram Follow Earning Rule on Shopify

Yotpo Loyalty & Referrals' Instagram Follow is a social based earning rule that allows you to reward your customer for following you on Instagram. Use this earning rule to build a stronger presence on social media, enhance your SEO, and increase your online market share.

This article will introduce you to the Instagram follow earning rule (previously known as a campaign), and explain how to set it up to best fit your loyalty program’s goals

How to create an Instagram Follow earning rule

1. From your Loyalty & Referrals menu, go to Set Up Program > Rewards Program. 
2. Click Create earning rule.
3. Under Social, select Instagram Follow and click Next.

Adding your brand’s Instagram username

Under Instagram follow settings, enter your brand’s Instagram username in the Instagram username field, so that customers will be able to easily click to follow your brand when they click on this earning rule from their Rewards page or Rewards pop-up.

Setting your points reward amount

Determine how many points customers can earn for following your brand on Instagram. You can either use our default amount of 10 points or enter a different amount. 

Managing advanced settings

You can modify the advanced settings for various purposes such as targeting customer segments, limiting the amount of the reward that can be received, etc.

To view and edit these settings, click advanced settings under the Instagram follow settings.

Advanced settings fields

Target audience - Add Lists & Segments to target this earning rule at specific audiences. For example, target those who have not made a purchase in over 90 days. 

• Apply this rule to - Use the drop-down menu to include the relevant lists and/or 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 Instagram Follow 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.

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, select No maximum from the drop-down.

• 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 drop-down.

Rewards history text

Your customers will see the points they earned in their Rewards History when they follow your brand on Instagram, together with an explanation of what action they completed to receive them. The default Action text is set to Follow us on Instagram. To change it, click in the Action text field and type in the text you want to appear in your customer’s rewards history.

Changing the name of your earning rule

You can change the name of this earning rule by clicking the edit icon next to it. 

Activating your earning rule

Now that you’ve finished customizing your earning rule and are ready to activate it so that it’s available to customers, click the Save button on the top right.

Your Instagram Follow earning rule is now live!

Managing the rule status

The rule status that is located next to the rule name tells you whether the rule is active on your site or not. If active, this means that 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 appear on your store and customers will stop earning rewards from it.