Creating a Page Visit Earning Rule on Shopify

      Creating a Page Visit Earning Rule on Shopify

        Article summary


        Loyalty & Referrals
        Supported plans

        Pro, Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus

        Yotpo Loyalty & Referrals' Page Visit is a social based earning rule that allows you to reward your customers for visiting a specific web page. Use this earning rule to drive traffic to your brand's Facebook, TikTok, or any other web page.

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

        Is this article for me?

        If you're using a different eCommerce platform, refer to our Creating a Page Visit Earning Rule article.

        How to create a Page Visit earning rule

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

        Adding your Page URL

        Under Page visit settings, enter the URL of the page you want to direct your customers to in the Page URL field so that customers will be able to easily access it whenever they click on this earning rule from their rewards page or rewards pop-up.

        Please note:
        When linking a page on social media such as Facebook, TikTok, etc., the earning rule action cannot be confirmed due to API limitations on the social network’s side. This means that the customer will receive a reward as soon as they are redirected to the social media, even if they did not go through with visiting the page.

        Setting your points reward amount

        Determine how many points customers can earn for visiting your web page. You can either use our default amount of 10 points or enter a different amount. 

        Please note:
        Customers will be credited with points as soon as they click this earning rule from your Rewards page or Rewards pop-up.

        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 Page visit settings.

        Advanced settings fields

        Advanced settings are 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.

        This feature is available for Platinum and Enterprise plans.

        • 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 page visit 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.
        Learn more about creating targeted earning rules using Lists & Segments

        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 visit your web page together with an explanation of what action they completed to receive them. The default Action text is set to Visit our page. 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-page visit 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

        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 page visit 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.

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