Creating a Goal Spend Earning Rule on Shopify
Creating a Goal Spend Earning Rule on Shopify
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The Goal spend earning rule (previously known as campaign) is a purchase-based earning rule 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 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:
The customer can also view their progress towards completing the earning rule on the Rewards page:
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:
- Go to Yotpo Loyalty & Referrals > Set Up Program > Rewards Program.
- Click Create earning rule.
- Select Goal spend, then click Next.
- 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, 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 the shopper spent $200, the extra $50 will already count towards the next Goal spend reward.
This is only applicable for points rewards.
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 whether it’s a Fixed amount or a Percentage discount.
- Depending on the type you selected, enter the discount amount.
Please 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:
- Go to the Customers page in your Shopify admin.
- 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 only available for Loyalty & Referrals merchants on Premium and Enterprise plans.
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.
Within this setting, you can choose to:
- Apply this rule to - Use the dropdown 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 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 with the use of customer tags - A label that you create in Shopify to filter or group customers according to specific criteria. When this setting is populated, it will only make the earning rule available or unavailable to the customers with the specific customer tag.
Restrict by order - Limit the earning rule to specific customers with the use of order tags - A label that you create in Shopify to filter or group orders. When this setting is populated, it will only make the earning rule available or unavailable to the 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, select 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 do not want to enforce a waiting period between rewards, select No limit from the dropdown.
Schedule rule - To learn more about scheduling earning rules, refer to our Scheduling an Earning Rule article.
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 “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.
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 and Earning Points module.
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.
Please 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. In the case that you have more than one Punch card 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.
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.
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