Setting up a Points for Purchases Earning Rule on Shopify

      Setting up a Points for Purchases Earning Rule on Shopify


        Article Summary

        Products


        Loyalty & Referrals
        Supported plans

        Free, Gold, Platinum, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus

        Points for Purchases is a purchase based earning rule (previously known as a campaign) that offers your customers loyalty points for every purchase they make in your store. The earning rule is already set up when you sign up for Yotpo Loyalty & Referrals and go through the onboarding.

        This article will explain how to set up and use your existing Points for Purchases earning rule and create additional ones if needed.

        Is this article for me?

        If you're using a different eCommerce platform, refer to this article 

        Editing your Points for Purchases earning rule

        As a new merchant, you already have a Points for Purchases earning rule set up. To view and edit its settings, do the following:

        1. From your Loyalty & Referrals menu, go to Set Up Program > Rewards Program.
        2. Hover over your points for purchases earning rule and click Edit.

        Points value

        The earning rule is based on the logic of how many points a customer will earn per $1 (or another currency) spent.

        The value we suggest setting is: earn 1 point per $1 spent.

        We recommend a 1:1 ratio because it’s simple to manage and understand, which is also why most brands use it.

        Tip:
        You can change this value based on your brand’s specific parameters and business model.

        Managing advanced settings

        Advanced settings are available for merchants of Platinum and Enterprise plans.

        You can modify the advanced settings for various purposes such as setting a limited-time promotion, targeting customer segments, promoting certain products and collections, etc.

        To view and edit these settings, under Points for Purchases settings, click advanced 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 a Points for Purchases 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.
        Tip:

        Restrict by product - You can promote certain products by making a customer’s purchase eligible for a points reward only if it includes these products.

        • Product IDs - Separate product IDs with a comma. Learn more about finding your product IDs in Shopify
        • Product tags - Separate product tags with a comma. Learn more about product tags in Shopify
        • Products types - Separate product types with a comma. Learn more about product types in Shopify
        • If restricting by product, what is eligible for a reward? - You can choose whether to reward customers with points for the entire purchase amount (Entire cart), or only for the amount spent on the required products (Required products only).

        Restrict by customer - Use customer tags for targeting certain groups of customers in your store. Learn more about Shopify customer tags in the Shopify Help Center

        To restrict this earning rule by customer, do the following:

        1. Under Restrict rules to include/exclude specific customers using customer tags - choose Only include customer tags entered below to target specific customers or Only exclude customer tags entered below if you want to prevent exposure to certain customers.
        2. In the Customer tags field, enter the relevant customer tags separated by a comma.

        Restrict by order - Include or exclude orders from earning a reward using Shopify order tags. 

        Schedule rule - Set a start and end date/time according to which this earning rule will run in your store. You can use this to run a special promotion for a limited period of time.

        This feature is available for Yotpo Loyalty & Referrals customers on Platinum and Enterprise plans.
        Tip:
        You can use this feature for various different use cases. Learn more about scheduling earning rules

        Rewards history text

        Your customers will see the points they earned in their Rewards History every time they make a purchase, together with an explanation of what action they completed to receive them. The default Action text is set to Make a purchase. 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. In the case that you have more than one Points for Purchases rule, you can change its name to help you differentiate between them.

        Please 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

        Creating a new Points for purchases earning rule

        The option to create more earning rules is available for merchants on Gold, Platinum, and Enterprise plans.

        You have the option to create multiple points for purchases earning rules if you want to set a different points reward for specific products, collections, customers, orders, etc.

        Tip:
        Creating additional points for purchases rules can also support double points and VIP tier point multipliers.

        To create a new Points for purchases earning rule, do the following:

        1. From your Loyalty & Referrals menu, go to Set Up Program > Rewards Program. 
        2. Click Create earning rule.
        3. Select Points for Purchases and click Next.
        4. Under Points for Purchases settings, confirm or enter a different points value.
        5. Expand the Advanced settings to set them as needed. For further explanation about each setting, refer to the Managing advanced settings section of this article.
        6. Review the Rewards history text
        7. Once you finish going through each section, go to the top of the page and click Save.

        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 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 points from it.

        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 points from it. 


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