Creating a Goal Spend Earning Rule on Shopify

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.

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:

1. Go to Yotpo Loyalty & Referrals > Set Up Program > Rewards Program.
2. Click Create earning rule.
3. Select Goal spend, then click Next.
4. 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.

Discount reward

To offer customers a discount reward when completing the earning rule, do the following:

1. Under Reward type, select Discount.
2. From the dropdown menu, select the type of discount you want to offer whether it’s a Fixed amount or a Percentage discount.
3. Depending on the type you selected, enter the discount amount.

Advanced settings

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.

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.

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.

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.