Code Entry Earning Rule

      Code Entry Earning Rule

        Article summary


        Loyalty & Referrals
        Supported plans

        Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus, BigCommerce, Salesforce Commerce Cloud, Adobe Commerce (Magento), Custom

        Code Entry is an advanced earning rule (previously known as a campaign) that you can use to promote marketing events and offline purchases by offering a reward for entering a code. There are many ways to use this earning rule:

        • Reward customers who made a purchase either through your physical store or from your affiliates, so they may also take advantage of your rewards program. 
        • When you want to reward your customers for participating in your marketing events and store activities. 
        • You can also be creative and label physical products with codes for a more exciting way of giving rewards.

        This earning rule will:

        • Help your store's SEO as it increases the store's online traffic, by using redeemable codes as a way to encourage your customers to go online and get rewards.
        • Encourage your customers to participate in your loyalty program.

        Creating a Code Entry earning rule

        Shopify and Shopify Plus
        1. From your main menu, go to Set Up Program > Rewards Program. 
        2. Click on Create earning rule.
        3. Under Advanced select Code entry, then click Next.
        All other eCommerce platforms
        1. From your main menu, go to Set Up Program > Earning Rules. 
        2. Click on Create earning rule.
        3. Click Select on Code entry.

        Setting up your code entry earning rule

        Below are the descriptions of each setting found in your earning rule for your reference.

        Basic settings

        The settings shown below are options available for all of our Loyalty & Referrals plans.
        • What kind of Reward - Choose the kind of reward that you wish to give to your customers. Reward either a discount coupon or loyalty points, for completing the earning rule. Some fields on the setup change depending on the type of reward that you choose. If you select:

        The field "How many points?" will appear when you choose to reward your customers with points. This is where you can enter the number of points to be given to shoppers after completing the earning rule.


        The field "Which coupon should the customer get?" will appear. You may then select from the dropdown which coupon to apply for the specific earning rule. 


        Initially, the coupon selection is at $0.00 as no coupon still exists. You may refer to Creating a Coupon article to learn how to create coupons.

        • Campaign Name - This is the name of the earning rule as it appears on the rewards pop-up or rewards page. By default, the name is set to "Code Entry", you may change it according to your preference
        • Reward Text - The text that usually appears under the title and shows the customer what they will receive if they participate in the earning rule. The Rewards Text will also be reflected in the Rewards History
        Please note:

        Please make sure that the reward text matches your chosen reward as it will not change automatically when you change the reward

        • Description Text - The text that appears on the pop-up window after a customer clicks on the earning rule. It gives a brief idea of how a Code Entry reward can be earned
        • Icon -The default icon for the code entry earning rule is an asterisk. However, you can replace it with any other Font Awesome icon
        • Call to Action - This appears when your customers click on the code entry earning rule option on their Rewards Popup or Rewards Page. The call to action is a message that prompts them to complete the action to receive the reward.
        • Already Completed Message - This message will appear once your customers click on a an earning rule that they have already completed. 
        • Invalid Code Error Message - This error message will appear on the Rewards Popup if the customer entered an incorrect or invalid code.

        Advanced Settings

        Advanced settings are available only for Yotpo Loyalty & Referrals Premium and Enterprise plans.
        • Maximum Times Completed Total - The maximum number of participants that can complete the earning rule (E.g. if you set it to 50 only the first 50 customers to finish the earning rule will get the reward.)
        • Minimum Actions Required - The minimum number of times a user may perform this action.
        • Maximum Times Complete Per User - The maximum number of times a single user can participate in this earning rule
        • Restrict to VIP tiers - This field will allow you to create an earning rule with specific rewards per VIP Tier
        • Display On-Site? - By default, this is toggled to "Yes", meaning that if you save this earning rule after creating/editing, it will be visible on your Rewards Page. Select "No" if you'd like to set up an earning rule that doesn't appear on your Rewards Page.
        • Schedule Campaign - This will allow you to run a special promotion for a limited period of time or a promotion that recurs daily, weekly, or monthly.

        Adding codes to your rule

        For your customers to successfully redeem their rewards with code entry, you need to validate the codes by uploading a CSV file with the list of acceptable and valid codes of your choice. 

        Please note:
        • You can upload as many codes as you'd like. There is no limitation on the number of uploaded codes
        • We recommend uploading the codes in batches of 1000 per file
        • Uploading a large amount of codes may take some time

        To upload a CSV file:

        1. Go to your Code entry earning rule card on the Earning Rules page, and click on the Ellipsis (three vertical dots).
        2. Click on Add Codes.
        3. Click Choose File and select the relevant CSV file from your computer
        4. Make sure that the correct CSV file is selected, and click on the import button. The button will show the total number of codes that were found in the file
        5. You may check the number of successfully imported codes in your code entry earning rule, in the Earning Rules section of your admin
        Make sure to upload the CSV file after creating your earning rule and before giving out any codes, to prevent the 'Invalid Code' error message from appearing upon redemption.

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