Introduction đ
This article will demonstrate how to create an Earn Rule that can be awarded for any action determined by you.
If you would like to add extra points for these over a certain time period or event, you should check out our Scheduling Rule article.
Requirements
â Influence.io Plus plan (or above)
Instructions âď¸
To add this Earn Rule you will need to go to Loyalty Programs >> Earn & Redeem >> Add option to earn then select General Purpose đ
You will then need to add the amount of points you would like to reward and the General Purpose rule you would like to set âŹď¸
General Purpose - Shopify Flow
This Earn Rule will reward points based on the selected trigger chosen via Shopify, so apply an appropriate amount of points. In this example, we will be attributing 20 points for this rule.
đ As shown above, once this Earn Rule has been created you will need to copy the Earn Rule ID
Next, we'll need to switch over to your Shopify dashboard and navigate to the Flow section. First, create a new workflow and select the trigger that you wish the General Purpose Earn rule to award points for. In this example, I'm using the Order Created trigger đ
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You will then need to add an Action to this workflow and select the action to be our General Purpose Earn rule.
When you have selected this you will need to enter in your Rule ID which was copied earlier in Step 1!
Once you've turned on the workflow, you will now be awarding your General Purpose Rule based on the chosen trigger! đ
Example: Award points on the customerâs 5th order
Thereâs no native nth-order earn rule, but you can replicate it using Shopify Flowâs order count condition.
Create a General Purpose earn rule in Influence (e.g. â5th Order Bonusâ, 50 points, reward behaviour: Once per customer). Copy the Earn Rule ID.
In Shopify Flow, create a new workflow with the trigger: Order paid.
Add a condition: Customer > Orders count equals 5.
Add an action: Influence.io â Award General Purpose Earn Rule. Paste in your Earn Rule ID.
Turn on the workflow.
Because the rule is set to âOnce per customerâ, it will only fire the first time the order count condition is met. Use a different General Purpose rule (with Multiple times) if you want to award points on every 5th order instead.
Example: Award points for newsletter subscription
There is no native newsletter earn rule. The recommended approach depends on your email platform:
Option A â Via Klaviyo
Create a General Purpose earn rule in Influence (e.g. âNewsletter Sign-upâ, 50 points, reward behaviour: Once per customer). Copy the Earn Rule ID.
In Klaviyo, create a Flow triggered by the Subscribed to List event.
Add a Webhook action pointing to the Influence API
/v1/customers/{customerId}/pointsendpoint, passing the customerâs email and Earn Rule ID.
Option B â Via a Shopify customer tag
Set up your newsletter form to apply a Shopify customer tag (e.g. ânewsletter-subscriberâ) when someone subscribes.
In Shopify Flow, create a workflow with the trigger: Customer tag added.
Add a condition: Tag equals ânewsletter-subscriberâ.
Add an action: Influence.io â Award General Purpose Earn Rule. Paste in your Earn Rule ID.
Turn on the workflow.
Both options require the General Purpose earn rule to be set to Once per customer to prevent duplicate awards.