Creating a Goal Spend Earning Rule
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Creating a Goal Spend Earning Rule
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The Goal Spend earning rule (previously known as s campaign) is a purchase based earning rule that helps e-commerce merchants increase average cart size and purchase frequency, by rewarding shoppers with qualifying purchase transactions 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 a merchant using Shopify or Shopify Plus, go to the Creating a Goal Spend Earning Rule on Shopify article.
Creating the earning rule
Shopify and Shopify Plus
- From your main menu, go to Set Up Program > Rewards Program.
- Click on Create earning rule.
- Select Goal spend, then click Next.
All other eCommerce platforms
- From your main menu, go to Set Up Program > Earning Rules.
- Click on Create earning rule.
- Click Select on Goal spend.
Setting up the earning rule
Set the target amount for your customers to spend to get rewards, set limitations and customize your earning rule here in the Goal spend earning rule setup.
Do you see a different interface?
If your earning rule settings are different from the image shown below, please follow this guide.
Below are the descriptions of each setting found in your earning rule for your reference.
Basic settings
- Goal Spend - The target amount to be spent to qualify for a reward
- What kind of Reward - Choose the kind of reward that you wish to give to your customers. Reward either a discount reward or loyalty points, for completing earning rule. Some fields on the setup change depending on the type of reward that you choose. If you select:
Points
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.
Coupon
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
Important:
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 campaign (earning rule) as it appears on the rewards pop-up or rewards page. By default, the name is set to "Punch Card", 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 complete the action required by this 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
- Disable/Enable Overflow for Next Purchase in "Goal Spend" Campaign – This setting allows you to set your Goal Spend earning rule to accumulate the excess amount of points your customer earned, to be carried over to the next purchase until another goal spend is met. Find out more about the Overflow setting here
- 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 Goal Spend reward can be earned
- Icon -The default icon for the Goal Spend earning rule is a dollar sign. However, you can replace it with any other Font Awesome icon
Advanced settings
Some settings may vary in accordance with the eCommerce platform you're using. Click on the platform relevant to you, to see the full list of advanced settings available
Available for:
The settings below are options available only for Yotpo Loyalty & Referrals Premium and Enterprise plans.
Shopify & Shopify Plus
- Required Product IDs - This setting will require any order to include specific products to qualify for the reward
- Required Product Tags - This setting will require any order to include specific product tags to qualify for the reward
- Required Product Types - Require a purchase to include at least one product with one of these types to receive credit
- If using required Products, what should we reward? - This will allow you to 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.
- Exclude or Include specific customer tags – This selection allows you to limit the earning rule to specific customers
- Customer Tags- A label that you create in your eCommerce platform 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
- Exclude or Include specific order tags - This selection allows you to limit the earning rule to specific order tags
- Order Tags - These are tags that you can create, usually within your eCommerce platform, to group and mark a defined order. E.g: Christmas Special, Employee gifts, etc
- Restrict Campaign to Customers With Certain Number of Orders - This is where you can set a minimum number of orders to qualify for the campaign (earning rule). You may choose to make this earning rule applicable only for customers who purchased either an exact, less than, or greater number of orders
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- Maximum Times Completed Total - The maximum number of participants that can complete the earning rule (e.g. if you set it to 50, then only the first 50 customers to finish will get the reward)
- Maximum Times Completed Per User - The maximum number of times a single user can participate in this campaign (earning rule)
- Time Between Rewards - Sets a time interval for each customer to participate and complete the same earning rule
- Eligibility countdown message (days) - A setting required only when the 'Time Between Rewards' is active. This message will show your customers the number of days they are to wait to be eligible to participate in this campaign (earning rule) again.
- Eligibility countdown message (hours) - A setting required only when the 'Time Between Rewards' is active. This message will show the number of hours left for your customers to be eligible to participate in the same campaign (earning rule) again.
- 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
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Adobe Commerce
- Required Product IDs - This setting will require any order to include a specific product to qualify for the reward
- Required Product Types - Require a purchase to include at least one product with one of these types to receive credit
- If using required Products, what should we reward? - This will allow you to choose whether to reward the total amount of an order that includes the required product OR reward the total amount spent ONLY for the required product within an order, until it reaches the total goal spend, with either a single or separate purchases
- Exclude or Include Specific Customer Group Ids – This selection allows you to limit the earning rule to specific customers
- Customer Group Ids - This will require the order to include specific group IDs to receive a reward if populated
- Restrict Campaign to Customers With Certain Number of Orders - This is where you can set a minimum number of orders to qualify for the campaign (earning rule). You may choose to make this campaign (earning rule) applicable only to customers who purchased either an exact, less than, or greater number of orders.
- Maximum Times Completed Total - The maximum number of participants that can complete the earning rule (e.g. if you set it to 50 then only the first 50 customers to fulfill the requirements of the earning rule will get the reward)
- Maximum Times Complete Per User - The maximum number of times a single user can participate in this campaign (earning rule)
- Time Between Rewards - Sets a time interval for each customer to participate and complete the same earning rule
- Eligibility countdown message (days) - A setting required only when the 'Time Between Rewards' is active. This message will show your customers the number of days they are to wait to be eligible to participate in this campaign (earning rule) again.
- Eligibility countdown message (hours) - A setting required only when the 'Time Between Rewards' is active. This message will show the number of hours left for your customers to be eligible to participate in the same campaign (earning rule) again.
- 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
BigCommerce
- Required Product IDs - This setting will require any order to include a specific product to qualify for the reward
- Required Product Category Ids- Require a purchase to include at least one product with one of these ids to receive credit
- Required Product Types - Require a purchase to include at least one product with one of these types to receive credit
- If using required Products, what should we reward? - This will allow you to choose whether to reward the total amount of an order that includes the required product OR reward the total amount spent ONLY for the required product within an order, until it reaches the total goal spend, with either a single or separate purchases
- Exclude or Include Specific Customer Group Ids – This selection allows you to limit the earning rule to specific customers
- Customer Group Ids - This will require the order to include specific group IDs to receive a reward if populated
- Restrict Campaign to Customers With Certain Number of Orders- This is where you can set a minimum number of orders to qualify for the campaign (earning rule). You may choose to make this campaign (earning rule) applicable only to customers who purchased either an exact, less than, or greater number of orders.
- Maximum Times Completed Total - The maximum number of participants that can complete the earning rule (e.g. if you set it to 50, then only the first 50 customers to fulfill the requirements of the earning rule will get the reward)
- Maximum Times Complete Per User - The maximum number of times a single user can participate in this campaign (earning rule)
- Time Between Rewards - Sets a time interval for each customer to participate and complete the same campaign (earning rule)
- Eligibility countdown message (days) - A setting required only when the 'Time Between Rewards' is active. This message will show your customers the number of days they are to wait to be eligible to participate in the campaign (earning rule) again.
- Eligibility countdown message (hours) - A setting required only when the 'Time Between Rewards' is active. This message will show the number of hours left for your customers to be eligible to participate in the same campaign (earning rule) again.
- 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
Generic
- Required Product IDs - This setting will require any order to include a specific product to qualify for the reward
- Required Product Types - Require a purchase to include at least one product with one of these types to receive credit
- If using required Products, what should we reward? - This will allow you to choose whether to reward the total amount of an order that includes the required product OR reward the total amount spent ONLY for the required product within an order, until it reaches the total goal spend, with either a single or separate purchases
- Exclude Specific Product Types Exclude certain product types from earning points on this earning rule. Enter the product types you want to exclude, separated by commas
- Exclude or Include specific customer tags – This selection allows you to limit the earning rule to specific customers
- Customer Tags- A label you can add a customer record to filter or group customers according to specific criteria. When this setting is populated, it will only make the earning rule either available or unavailable to the shoppers with the specific customer tag.
- Exclude or Include specific order tags - This selection allows you to limit the earning rule to specific order tags
- Order Tags - Add tags to orders to group and mark a defined order. E.g: Christmas Special, Employee gifts, etc.
- Restrict Campaign to Customers With Certain Number of Orders - This is where you can set a minimum number of orders to qualify for the campaign (earning rule). You may choose to make this earning rule applicable only for customers who purchased either an exact, less than, or greater number of orders.
- Maximum Times Completed Total - The maximum number of participants that can complete the earning rule (e.g. if you set it to 50, then only the first 50 customers to finish will receive a reward.)
- Maximum Times Complete Per User - The maximum number of times a single user can participate in this campaign (earning rule)
- Time Between Rewards - Set a time interval for each customer to participate and complete the same earning rule
- Eligibility countdown message (days) - A setting required only when the 'Time Between Rewards' is active. This message will show your customers the number of days they are to wait to be eligible to participate in the campaign (earning rule) again.
- Eligibility countdown message (hours) - A setting required only when the 'Time Between Rewards' is active. This message will show the number of hours left for your customers to be eligible to participate in the same campaign (earning rule) again.
- 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.
After successfully creating your points for purchases earning rule, it will then appear on the Earning Rules page with a green dot, indicating that the specific earning rule is active, and will automatically appear on the Rewards Popup or on the Rewards Page of your store.
You may click on the ellipses on the right side of the panel to select to either deactivate or delete the earning rule.
Overflow for next purchase in goal spend" earning rule
- Enabling overflow for the next purchase
With points reward
If your "Goal Spend" earning rule is set to "Spend $100, Get 100 points", and the customer spent $250, the customer will receive 200 points - 100 points for each $100. The customer must then continue to accumulate more points from future purchases to be added to the remaining $50 until they reach $100 to qualify for another 100 loyalty points.
With a discount code reward
A customer cannot get more than one discount code per goal reached. If your "Goal Spend" earning rule is set to "Spend $100, Get a $30 discount code", and the customer spent $250, they will only get one discount code for $30. Each purchase can only have one discount associated with it.
The remaining $50, however, will start a counter for a new discount which they will receive once they reach $100 again.
If you wish to use the overflow feature, we recommend rewarding your customers with points as it will allow them to enjoy multiple rewards per purchase.
- Disabling overflow for the next purchase
Disabling overflow for the next purchase means that a customer can only complete the "Goal Spend" earning rule once within a single purchase, regardless of the amount spent.
Examples:
a. If your "Goal Spend" earning rule was "Spend $100, Get 100 points", and the customer spent $250, the customer will only receive 100 points, and the rest of the purchase would be forgotten.
b. If a customer spent $99 out of the $100 needed for the earning rule, their next purchase will take into account $1 and complete the earning rule (rewarding the customer, but the rest of the spent amount will not be counted in any way).
Please note:
In both cases, if your Goal Spend earning rule is set to "Spend $100, Get 100 points", but the customer spent only $50, or any amount less than the "Goal Spend", new purchases will be counted and added to the initial amount until it reaches $100 to complete the earning rule, and the reward will be given.
This means that as long as the earning rule hasn't been completed, the next purchase will be counted towards completing the earning rule.
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