--- title: "Settings Section Guide" slug: "settings-section-guide" tags: ["Loyalty and Referrals"] updated: 2026-04-17T11:43:56Z published: 2026-04-17T11:43:56Z canonical: "support.yotpo.com/settings-section-guide" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.yotpo.com/llms.txt > Use this file to discover all available pages before exploring further. # Yotpo Loyalty & Referrals Settings Section Guide Products Loyalty & Referrals ###### Supported plans Free, Pro, Premium, Enterprise ###### eCommerce Platform N/A This is an overview of all the settings available in your Yotpo Loyalty & Referrals account. To access these settings, from your Yotpo Loyalty admin, go to **Program Settings >** [**General Settings**](https://loyalty-app.yotpo.com/settings). ## **General Settings** ### Account #### Contact email This is the email address that will receive all relevant email notifications and [reports](/v1/docs/loyalty-referrals-reports). #### Default currency This is your account's base currency - all the rewards and discounts will be shown using this currency. It will also be used to reflect cost and revenue across your [Loyalty & Referral dashboards](/v1/docs/loyalty-referrals-roi-dashboard). #### Timezone This affects the timezone of the [Earning Rules Scheduling](/v1/docs/campaign-scheduling) settings. ### Program #### Program eligibility ![Program eligibility settings](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/program-eligibility-settings(3).png?sv=2026-02-06&spr=https&st=2026-10-31T08%3A35%3A22Z&se=2026-10-31T09%3A35%3A22Z&sr=c&sp=r&sig=fd9DeBNLnTultGADTWd7YTBLCNvL1acfe4be5YZIQbE%3D) Choose how customers get opted into your Loyalty program. Customers must be opted-in to earn points, enter VIP/Loyalty Tiers, or redeem rewards. Learn more about [Loyalty Opt-in](/v1/docs/loyalty-opt-in). If you update your opt-in rule, your existing customers will not be affected. The new rule will only be applied to customers who join after the rule is changed. > [!WARNING] > Note > > We recommend reaching out to your Yotpo representative or to customer support to get expert advice and assistance before changing your opt-in rule. #### Automatically opt in referring customers to your program This setting will not appear if you choose "All customers" as your [loyalty opt-in rule](/v1/docs/settings-section-guide#loyalty-optin-rule). If your loyalty opt-in rule is "Only members who signed up" or "API/SDK only" the setting will be enabled by default. Read more about [Loyalty Opt-in](/v1/docs/loyalty-opt-in#referring-customers-automatically-opted-in-setting). ### Platform-specific settings **Shopify & Shopify Plus** ![The settings about points-earnig total and when points are awarded](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/settings-points-earning.png?sv=2026-02-06&spr=https&st=2026-10-31T08%3A35%3A22Z&se=2026-10-31T09%3A35%3A22Z&sr=c&sp=r&sig=fd9DeBNLnTultGADTWd7YTBLCNvL1acfe4be5YZIQbE%3D) - **Include in points-earning total -** Choose whether to award points for **shipping fees**, **taxes (sales/VAT)**, or **both**. You can select each option independently, giving you full control over whether points are calculated based on the full order total or just the product subtotal. - If both **Shipping fees** and **Taxes (sales / VAT)** options are left unchecked, points will only be calculated based on the product subtotal after discounts, excluding shipping and taxes. - This setting also influences tier eligibility requirements for **Amount spent** tiers. In case both options are unchecked, only the product subtotal (after discounts and excluding shipping and taxes) will count toward tier threshold calculations. - **Award points when order is marked as -** This means orders will not be shown on your admin until they meet the order status you choose here. This tells Yotpo both when to “pull” the order and when to award points for that purchase. - **Shopify discount combinations** - Allow customers to combine discounts. Read more about [Creating Discount Combinations](/v1/docs/creating-discount-combinations). #### Settings available only on Premium and Enterprise plans: ![Program exclusion settings](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/program-exclusion-settings.png?sv=2026-02-06&spr=https&st=2026-10-31T08%3A35%3A22Z&se=2026-10-31T09%3A35%3A22Z&sr=c&sp=r&sig=fd9DeBNLnTultGADTWd7YTBLCNvL1acfe4be5YZIQbE%3D) - **Exclude product IDs from earning rewards (comma-separated list) -** The amount of money spent on excluded products won't be processed. Read more about [Product Exclusions on Shopify](/v1/docs/product-and-collection-exclusions-on-shopify). - **Exclude collection IDs from earning rewards (comma-separated list) -** IDs entered here will be excluded from all campaigns. [Read more about Collection ID Exclusions on Shopify](/v1/docs/product-and-collection-exclusions-on-shopify). - **Exclude or include specific customer tags -** If you want to only include specific customers in your loyalty program, or exclude specific customers from your loyalty program - you can use the customer tags field. A customer who is excluded from the loyalty program will be opted out of loyalty. An example of this might be if you want to exclude employees from campaigns. Read more about how to [include/exclude specific customers](/v1/docs/include-or-exclude-specific-customers). **Adobe Commerce 1 & 2** - **Order paid state (regex)** (Default: Processing|complete) You can fill in the order status that gets pulled into Yotpo and triggers the points to be awarded to the end user. - **Order paid status (regex)** (Default: -*) Click to read on Magento's site the [difference between **order state** and **order status**](https://amasty.com/knowledge-base/what-is-the-difference-between-magento-order-status-and-order-state.html)**.** - **Process order with state (regex)** (Default: Processing|complete) Any [delayed point deduction](/v1/docs/delayed-point-deduction) redemption option will be applied when this order status is processed. - **Process order with status (regex)** (Default: -*) Click to read on Adobe commerce site what [order processing](https://experienceleague.adobe.com/docs/commerce-admin/stores-sales/order-management/orders/order-processing.html#process-an-order) means. - **When calculating order total use...** (Default: "Total after discounts including shipping and tax") Decide if you want to award points for the taxes and shipping costs or only the cost of the products before taxes and shipping. - **Refunds** (non configurable) Points refunds are calculated based on the total amount paid for the order, including taxes and shipping costs, regardless of the "When calculating order total use" setting. **BigCommerce** - **Award Points When Order Status Matches...** (Default: Any PAID) Status Merchants can choose the order status that gets pulled into Yotpo and triggers the points to be awarded to the end-user. Read more about [BigCommerce's order statuses](https://support.bigcommerce.com/s/article/Order-Statuses). - **Process checkout discounts when order status matches... ("awaiting shipment")** Any [Delayed Point Deduction](/v1/docs/delayed-point-deduction) redemption option will be applied when this order status is pulled. Read more about [BigCommerce's order processing](https://support.bigcommerce.com/s/article/Order-Management-Workflow) flow. - **When calculating order total use** (Default: total after discounts excluding tax) Decide if you want to award points for the taxes and shipping costs, or only the cost of the products before taxes and shipping. #### Settings available only on Premium and Enterprise plans: - **Exclude or include specific customer groups** (Default: only exclude customers in group IDs listed below) Read more about [inclusions/exclusions by platform](/v1/docs/setting-up-a-points-for-purchases-earning-rule#advanced-settings). **SFCC** - **Award Points when order status matches...** (Default: NEW) This means orders will not be shown on your admin until they meet the order status you choose here. This tells Yotpo both when to “pull” the order and when to award points for that purchase. #### Settings available only on Premium and Enterprise plans: - **Exclude product IDs from earning rewards (comma-separated list)** [Read more about inclusions/exclusions by platform](/v1/docs/include-or-exclude-specific-customers). - **Exclude or include specific customer groups** (Default: only exclude customers in groups listed below). Make sure your customer group does not include the following characters: [ ]"/ [Read more about customer groups on SFCC](https://documentation.b2c.commercecloud.salesforce.com/DOC1/index.jsp?topic=%2Fcom.demandware.dochelp%2Fcontent%2Fb2c_commerce%2Ftopics%2Fcustomers%2Fb2c_creating_a_customer_group.html). **Generic** - **Account registration URL** This is the link to your "sign up" page where users should be re-directed when they click on a create account/register link. - **Account Login URL** This is the link to your "log in" page where users should be re-directed when they click on a link to log into their account. - **Order paid status (regex)** Read more about [order statuses on generic platforms](/v1/docs/implementing-loyalty-referrals-on-a-custom-or-generic-ecommerce-platform). We recommend using **paid**, as this is when we will remove the points used for the discount at checkout. - **Process order with status (regex)** We recommend you use **awarded**, as this is when we will process the purchase through the active campaigns. #### Points expiration period > [!NOTE] > Available for > > Yotpo Loyalty & Referrals Pro, Premium, and Enterprise plans. Choose if you want your customer's points to expire after: - A certain amount of time since they were last active Or - A certain amount of time after the date on which the points were earned To learn more about points expiration, see [Setting up Points Expiration](/v1/docs/setting-up-points-expiration). #### Program analytics The [Program ROI](https://loyalty-app.yotpo.com/roi-dashboard) and [Loyalty Performance](https://loyalty-app.yotpo.com/loyalty-performance) dashboards show program performance and participation data. You can choose how to define a redeeming customer using one of the following options: - **Customers who made a purchase using a loyalty reward**: A customer is considered a redeemer if they made at least one purchase that includes a loyalty discount code in the order details. - **Customers who made a purchase within 24 hours of redeeming a loyalty reward**: A customer is considered a redeemer if they complete a purchase within 24 hours of making a redemption. **We recommend choosing this option if you are using a POS loyalty interface**. To learn more about POS, go to [Omnichannel: Store Associate Managed Loyalty (POS loyalty interface](https://support.yotpo.com/docs/omnichannel-store-associate-managed-loyalty-pos-loyalty-interface)). - If a customer redeems a reward but does not make a purchase within 24 hours, they **will not be counted** as a redeemer. - If a customer redeems a reward and makes a purchase without applying the coupon code within 24 hours, they **will also not be counted** as a redeemer. > [!WARNING] > Important > > - This setting only affects the dashboards. Reports contain raw data and are not impacted by how redeemers are defined in analytics dashboards. > - If you switch from one redeemer definition to another, the performance dashboards will update to reflect the new definition within 24 hours. This update applies retroactively, meaning past data will be recalculated based on the new setting. ### Integrations #### API Key and GUID When installing Yotpo Loyalty & Referrals on your eCommerce platform or integrating with a third-party application, your Loyalty & Referrals **API Key** and Global Unique Identifier, or **GUID** are required to properly sync your account and data. #### Webhook URL > [!NOTE] > Available for > > Yotpo Loyalty & Referrals Premium and Enterprise plans. This is the URL where Yotpo Loyalty & Referrals [events](https://loyaltyapi.yotpo.com/reference/intro-to-webhook-events) will be sent. These events can trigger transactional emails, supplement customer data in your CRM, or anything else you could imagine. Once a URL is provided, Yotpo will send **all event notifications** to this webhook URL. If you wish to continue receiving notifications for specific events, a 200 response must be sent in return to the relevant event. For example – a "points reminder" event can be sent to the webhook which, in turn, can be sent out a generically integrated ESP. > [!WARNING] > Note > > - You can add multiple webhooks and separate them with a semicolon **(;)** > - This field only supports **https://** type URL #### Webhook Authentication > [!NOTE] > Available for > > Yotpo Loyalty & Referrals Premium and Enterprise plans. You can choose to create an authentication key that will be checked and verified whenever events are sent to the URL defined in the Webhook URL field. This is aimed at providing an additional level of security for the webhook interactions between your store and Yotpo. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/image-1705481150439.png?sv=2026-02-06&spr=https&st=2026-10-31T08%3A35%3A22Z&se=2026-10-31T09%3A35%3A22Z&sr=c&sp=r&sig=fd9DeBNLnTultGADTWd7YTBLCNvL1acfe4be5YZIQbE%3D) **The key can be up to 255 characters long and does not include any character limitations.** You can also choose to leave this field blank - this will not harm webhook activity in any way. ## Fraud Prevention Settings (Non-Shopify Platforms) To access your settings related to fraud prevention, do the following: 1. Log in to your Loyalty & Referrals admin. 2. Click **Settings** > [**Fraud Prevention**](https://loyalty-app.yotpo.com/fraud-prevention-settings). There are several security settings you can choose to enable. For full details about security settings, please reach out to your Yotpo representative or customer support.