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Earn Rules

Learn how to configure earn rules to allow your customers to start earning points

Kai Jensen avatar
Written by Kai Jensen
Updated this week

🏆 Configuring Earn Rules in Your Loyalty Program

Earn rules let you reward customers for taking actions—like placing an order, signing up, or engaging with your brand on social media.

This guide covers:

  • How to access and add earn rules

  • What each earn rule is for

  • A full breakdown of each rule's settings & what they do

  • The lowest pricing plan required to access the feature. If no plan name is provided in brackets, this will be available on all plans

🔍 Navigation

To manage earn rules:

  1. Go to Loyalty Program → Earn & Redeem

  2. Click “Add option to earn” to start building a new rule

➕ Adding an Earn Rule

  1. Click Add option to earn

  2. Select a rule type from the list

  3. Configure the available settings (see below for help)

  4. Save the rule

💡 Some settings may not be available on all plans

🧩 Earn Rule Options

📝 Sign Up on Website

Reward customers for registering for an account on your store.

Configurable Settings

  • Earning Value
    The number of points awarded when a customer creates an account.

  • Point Expiry Interactions (Plus)
    Extends the customer’s point expiry date when this rule is triggered.
    ​Point Expiry Guide →

  • Schedule Rule (Plus)
    Choose when this rule becomes active and when it ends (optional).

  • Memberships (Starter)
    Limit the rule to specific membership groups or exclude some.
    ​Membership guide →

  • Status
    Enable or disable the rule.

  • Note: If the loyalty program is disabled, this rule won’t apply.

  • Earn Rule Title
    The display name for this rule, used in widgets, emails, and integrations.

  • Icon in Widget
    Upload a 90x90px image to visually represent this rule in the widget.

    ⚠️ Larger files may impact widget performance

Frequently Asked Questions


​When will the customer earn this rule?

We award the signup earn rule when the customer is first added to the influence customer list


​Will this be given to historic customers?

No - these points will only be given to new customers. If you'd like to backfill & award your historic customers the sing-up earn rule, please reach out to our support team!

🛒 Place an Order

Award points when a customer completes a qualifying order.

Configurable Settings

  • Earning Type
    Choose between:

    • Points per order

    • Points per £/$/€ spent

  • Earning Value
    How many points are awarded per order or per unit of currency.

  • Minimum Spend (Plus)
    Set a minimum subtotal required before points can be awarded.

  • Product Exclusions (Plus)
    Exclude specific products or variants from earning points.

  • Collection Exclusions (Plus)
    Exclude full collections from earning points.

  • Point Expiry Interactions (Plus)
    Extends the customer’s point expiry date when this rule is triggered.
    ​Point Expiry Guide →

  • Schedule Rule (Plus)
    Choose when this rule becomes active and when it ends (optional).

  • Loyalty Tiers (Starter)
    Limit this rule to specific loyalty tiers.
    ​Loyalty Tier guide →

  • Memberships
    Restrict to specific membership groups.
    ​Membership guide →

  • Status
    Enable or disable the rule.

  • Earn Rule Title
    The display name for this rule, used in widgets, emails, and integrations.

  • Icon in Widget
    Upload a 90x90px image to visually represent this rule in the widget.
    ⚠️ Larger files may impact widget performance

Frequently Asked Questions

What if someone returns their order?

You can remove points from a user when a refund is issued by enabling this in the settings

Learn more about refund settings →

🎂 Celebrate a Birthday (Starter)

Reward your customers with bonus points on their birthday.

Configurable Settings

  • Earning Value
    The number of points awarded to the customer on their birthday.

  • Point Expiry Interactions (Plus)
    Extends the customer’s point expiry date when this rule is triggered.
    ​Point Expiry Guide →

  • Schedule Rule (Plus)
    Choose when this rule becomes active and when it ends (optional).

  • Loyalty Tiers (Starter)
    Limit this rule to specific loyalty tiers.
    ​Loyalty Tier guide →

  • Memberships (Starter)
    Restrict this rule to specific membership groups or exclude some.
    ​Membership guide →

  • Status
    Enable or disable the rule.

  • Earn Rule Title
    The display name for this rule, used in widgets, emails, and integrations.

  • Icon in Widget
    Upload a 90x90px image to visually represent this rule in the widget.
    ⚠️ Larger files may impact widget performance

Frequently Asked Questions

How does a customer enter their birthday?

The customer can enter their birthday via the Floating, Pop-up or Full Page widgets

Learn more about our widgets →
​

My customer hasn't earned their reward, why?

The customer needs to enter their birthday at least 30 days before their birthday.

🛠️ General Purpose (Starter)

Award points for custom actions. This rule is highly flexible and can be triggered via manually, via Shopify Flow or our API.

Configurable Settings

  • Earning Value
    The number of points awarded when this rule is triggered.

  • Hint/Description
    Display a short description for customers explaining what this rule rewards. Shown in the earn widget.

  • Information Page
    Add a link to a dedicated page with more context or instructions (e.g. “How to claim your event points”).

  • Reward Behaviour
    Choose how often this rule can be earned:

    • Once per customer

    • Multiple times per customer

  • Point Expiry Interactions (Plus)
    Extends the customer’s point expiry date when this rule is triggered.
    ​Point Expiry Guide →

  • Schedule Rule (Plus)
    Choose when this rule becomes active and when it ends (optional).

  • Loyalty Tiers (Starter)
    Limit this rule to specific loyalty tiers.
    ​Loyalty Tier guide →

  • Memberships (Starter)
    Restrict this rule to specific membership groups or exclude some.
    ​Membership guide →

  • Status
    Enable or disable the rule.

  • Earn Rule Title
    The display name for this rule, used in widgets, emails, and integrations.

  • Icon in Widget
    Upload a 90x90px image to visually represent this rule in the widget.
    ⚠️ Larger files may impact widget performance

Frequently Asked Questions

How can I trigger this via the API?

You will need to be on the Plus plan and use the /Points endpoint inlcuded within the Customer Platform API documentation

View our API documentation here →
​

How can I find my earn rule ID?
Once the earn rule is created there will be a Copy ID button underneath the status on the right-hand side

How to trigger the General Purpose Earn rule with Shopify Flow

In the below example we are going to award customers with 100 points if they have spent over £100 at our store within our lifetime. This will be an award we give to each customer once.


Firstly we want to create our General Purpose rule, following the steps above. We'll set this to award 100 points, and give this a descriptive name & hint - for this example we won't need an information link. Our earn rule should look something like the example below:
​


​This rule will be active at all times & won't be tied to any specific tiers or membership groups, so we've left these settings out of the screenshot
​
Now that we have our Earn rule, we can copy the ID to the clipboard & head over to Shopify flow to begin configuring the settings there. Let's create a new workflow & use the order paid trigger

Then, we'll add a condition to check the Amount the customer has spent is Greater than or equal to 100

Then we need to add an Action to award the points using the general purpose earn rule. We can now paste in our Earn Rule ID that we copied earlier

The final flow will look something like the below screenshot

🧩 Upload a File (Plus plan)

Reward customers for uploading a file, such as receipts or user-generated content, to earn points once approved.

[Img]

Configurable Settings

  • Earning Value
    The number of points awarded when this rule is triggered.

  • Description
    Display a short description for customers explaining what this rule rewards. Shown in the earn widget.

  • Point Expiry Interactions (Plus)
    Extends the customer’s point expiry date when this rule is triggered.
    ​Point Expiry Guide →

  • Schedule Rule (Plus)
    Choose when this rule becomes active and when it ends (optional).

  • Loyalty Tiers (Starter)
    Limit this rule to specific loyalty tiers.
    ​Loyalty Tier guide →

  • Memberships (Starter)
    Restrict this rule to specific membership groups or exclude some.
    ​Membership guide →

  • Status
    Enable or disable the rule.

  • Earn Rule Title
    The display name for this rule, used in widgets, emails, and integrations.

  • Icon in Widget
    Upload a 90x90px image to visually represent this rule in the widget.
    ⚠️ Larger files may impact widget performance

Frequently Asked Questions

How do I approve or deny uploads?
Navigate to the Upload a File earn rule in your dashboard to view all submitted files. Approve or deny each manually.

[Img]
​

Can the same file be submitted multiple times?

Yes. Your customer could submit the same files, however you can add a unique identifier to each image you approve to prevent rewarding the customers twice

Customer Journey

This example uses the Full Page widget, but the flow is the same across all widgets:

  1. The customer clicks the Upload a File action in the widget.

  2. They select the file they want to submit and submit it.

  3. Once submitted, the customer can see the status of their upload (pending, approved, or rejected) in the widget.

  4. Once the upload is approved, points are automatically awarded to the customer.

📸 Follow on Instagram (Starter plan)

Configurable Settings

  • Earning Value
    The number of points awarded when this rule is triggered.

  • Social Link
    Your instagram username

  • Point Expiry Interactions (Plus)
    Extends the customer’s point expiry date when this rule is triggered.
    ​Point Expiry Guide →

  • Schedule Rule (Plus)
    Choose when this rule becomes active and when it ends (optional).

  • Loyalty Tiers (Starter)
    Limit this rule to specific loyalty tiers.
    ​Loyalty Tier guide →

  • Memberships (Starter)
    Restrict this rule to specific membership groups or exclude some.
    ​Membership guide →

  • Status
    Enable or disable the rule.

  • Earn Rule Title
    The display name for this rule, used in widgets, emails, and integrations.

  • Icon in Widget
    Upload a 90x90px image to visually represent this rule in the widget.
    ⚠️ Larger files may impact widget performance

Frequently Asked Questions
​

How does the system verify the social action?
Points are awarded when the customer clicks the widget and interacts with the social profile using the specified link.

Can the same customer earn points multiple times?
No, social earn rules can only be earned once

👍 Like on Facebook (Starter plan)

Configurable Settings

  • Earning Value
    The number of points awarded when this rule is triggered.

  • Social Link
    Your Facebook page URL

  • Point Expiry Interactions (Plus)
    Extends the customer’s point expiry date when this rule is triggered.
    ​Point Expiry Guide →

  • Schedule Rule (Plus)
    Choose when this rule becomes active and when it ends (optional).

  • Loyalty Tiers (Starter)
    Limit this rule to specific loyalty tiers.
    ​Loyalty Tier guide →

  • Memberships (Starter)
    Restrict this rule to specific membership groups or exclude some.
    ​Membership guide →

  • Status
    Enable or disable the rule.

  • Earn Rule Title
    The display name for this rule, used in widgets, emails, and integrations.

  • Icon in Widget
    Upload a 90x90px image to visually represent this rule in the widget.
    ⚠️ Larger files may impact widget performance

Frequently Asked Questions

How does the system verify the social action?
Points are awarded when the customer clicks the widget and interacts with the social profile using the specified link.

Can the same customer earn points multiple times?
No, social earn rules can only be earned once


​

👥 Share on Facebook (Starter plan)

Configurable Settings

  • Earning Value
    The number of points awarded when this rule is triggered.

  • Social Link
    The URL you'd like your customer to share on Facebook

  • Point Expiry Interactions (Plus)
    Extends the customer’s point expiry date when this rule is triggered.
    ​Point Expiry Guide →

  • Schedule Rule (Plus)
    Choose when this rule becomes active and when it ends (optional).

  • Loyalty Tiers (Starter)
    Limit this rule to specific loyalty tiers.
    ​Loyalty Tier guide →

  • Memberships (Starter)
    Restrict this rule to specific membership groups or exclude some.
    ​Membership guide →

  • Status
    Enable or disable the rule.

  • Earn Rule Title
    The display name for this rule, used in widgets, emails, and integrations.

  • Icon in Widget
    Upload a 90x90px image to visually represent this rule in the widget.
    ⚠️ Larger files may impact widget performance

Frequently Asked Questions
​

How does the system verify the social action?
Points are awarded when the customer clicks the widget and interacts with the social profile using the specified link.

Can the same customer earn points multiple times?
No, social earn rules can only be earned once
​

🗣️ Share on X (Starter plan)

Configurable Settings

  • Earning Value
    The number of points awarded when this rule is triggered.

  • Social Link
    Your X username

  • Point Expiry Interactions (Plus)
    Extends the customer’s point expiry date when this rule is triggered.
    ​Point Expiry Guide →

  • Schedule Rule (Plus)
    Choose when this rule becomes active and when it ends (optional).

  • Loyalty Tiers (Starter)
    Limit this rule to specific loyalty tiers.
    ​Loyalty Tier guide →

  • Memberships (Starter)
    Restrict this rule to specific membership groups or exclude some.
    ​Membership guide →

  • Status
    Enable or disable the rule.

  • Earn Rule Title
    The display name for this rule, used in widgets, emails, and integrations.

  • Icon in Widget
    Upload a 90x90px image to visually represent this rule in the widget.
    ⚠️ Larger files may impact widget performance

Frequently Asked Questions

How does the system verify the social action?
Points are awarded when the customer clicks the widget and interacts with the social profile using the specified link.

Can the same customer earn points multiple times?
No, social earn rules can only be earned once

​

✚ Follow on X (Starter plan)

Configurable Settings

  • Earning Value
    The number of points awarded when this rule is triggered.

  • Social Link
    Your X username

  • Point Expiry Interactions (Plus)
    Extends the customer’s point expiry date when this rule is triggered.
    ​Point Expiry Guide →

  • Schedule Rule (Plus)
    Choose when this rule becomes active and when it ends (optional).

  • Loyalty Tiers (Starter)
    Limit this rule to specific loyalty tiers.
    ​Loyalty Tier guide →

  • Memberships (Starter)
    Restrict this rule to specific membership groups or exclude some.
    ​Membership guide →

  • Status
    Enable or disable the rule.

  • Earn Rule Title
    The display name for this rule, used in widgets, emails, and integrations.

  • Icon in Widget
    Upload a 90x90px image to visually represent this rule in the widget.
    ⚠️ Larger files may impact widget performance

Frequently Asked Questions

How does the system verify the social action?
Points are awarded when the customer clicks the widget and interacts with the social profile using the specified link.

Can the same customer earn points multiple times?
No, social earn rules can only be earned once
​

🎵 Follow on TikTok (Starter plan)

Configurable Settings

  • Earning Value
    The number of points awarded when this rule is triggered.

  • Social Link
    Your TikTok username

  • Point Expiry Interactions (Plus)
    Extends the customer’s point expiry date when this rule is triggered.
    ​Point Expiry Guide →

  • Schedule Rule (Plus)
    Choose when this rule becomes active and when it ends (optional).

  • Loyalty Tiers (Starter)
    Limit this rule to specific loyalty tiers.
    ​Loyalty Tier guide →

  • Memberships (Starter)
    Restrict this rule to specific membership groups or exclude some.
    ​Membership guide →

  • Status
    Enable or disable the rule.

  • Earn Rule Title
    The display name for this rule, used in widgets, emails, and integrations.

  • Icon in Widget
    Upload a 90x90px image to visually represent this rule in the widget.
    ⚠️ Larger files may impact widget performance

Frequently Asked Questions

How does the system verify the social action?
Points are awarded when the customer clicks the widget and interacts with the social profile using the specified link.

Can the same customer earn points multiple times?
No, social earn rules can only be earned once

📍Landing Page (Starter plan)

Reward customers for visiting a specified URL

Configurable Settings

  • Earning Value
    The number of points awarded when this rule is triggered.

  • Landing Page URL
    The page you'd like customers to visit

  • Point Expiry Interactions (Plus)
    Extends the customer’s point expiry date when this rule is triggered.
    ​Point Expiry Guide →

  • Schedule Rule (Plus)
    Choose when this rule becomes active and when it ends (optional).

  • Loyalty Tiers (Starter)
    Limit this rule to specific loyalty tiers.
    ​Loyalty Tier guide →

  • Memberships (Starter)
    Restrict this rule to specific membership groups or exclude some.
    ​Membership guide →

  • Status
    Enable or disable the rule.

  • Earn Rule Title
    The display name for this rule, used in widgets, emails, and integrations.

  • Icon in Widget
    Upload a 90x90px image to visually represent this rule in the widget.
    ⚠️ Larger files may impact widget performance

Frequently Asked Questions

How does the system verify the social action?
Points are awarded when the customer clicks the widget and interacts with the social profile using the specified link.

Can the same customer earn points multiple times?
No, social earn rules can only be earned once

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Earn & Redeem Quick Start
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