Rules and rewards
Order rules
They are in Program › Rules. They give points for paid orders:
- Points on purchases
- Collection bonus
- Product bonus
- Store credit cashback
- Order milestones
- Punch card
- Complete the set
- Subscription start
- Subscription payment milestones
When an order is refunded, the points it gave are taken back: those computed on the amount in proportion to the refund, those of milestones and punch cards only with a full refund or a cancellation.
Action rules
They give points for something the customer does outside orders:
- Program sign-up
- Newsletter sign-up
- Text message sign-up
- Birthday
- Membership anniversary
- Pet birthdays
- Children's birthdays
- Follow on social media
- Share on social media
- Visit a page
- Custom action
- Leave a review
- Name day
- Daily check-in
- Streak
- Mission
- Badge
Rewards
They are in Program › Rewards. The kinds are:
- Fixed amount discount
- Percentage discount
- Free shipping
- Product discount
- Collection discount
- Store credit
- Gift card
- Discount of the chosen amount
Customers redeem a reward with points from the widget or the rewards page in their account. Discounts become a Shopify code, which the widget can apply to the cart. From the member's card, in Members, you can redeem a reward on the customer's behalf or cancel it.
Before changing something
Every change to rules, rewards and members goes into the Change log (in Settings), with who made it. Many can be undone from there for 180 days, if nothing else changed on the same thing since. Some cannot, and the log says why: for example a redemption (cancel it from the member's card), a merge of customers or an erasure of data.