Reward Points: Setting

This document cover:

Setting: Branding

  • Navigate to Manage Your Store (Dashboard) > Setting > Marketing > Reward Points.
  • Enter Naming Of The Reward Points to match your branding.
  • Enter Word to use in Order & Checkout Line Item to reflect on the storefront checkout page and order details.

Points Award Options

Configure how points are awarded to customers based on their purchases.

Points Award Setup

  • Point System Start Date
    Set the start date to activate point rewards.
    Points will only be issued for orders checked out on or after this date.
  • Points Award Calculation Type
    • Simple:
      Award points at a fixed rate (e.g. X points for every $Y spent).
    • By Membership Tier:
      Set different point rates based on customer membership tiers.

 

Special Rules: Birthday Month Bonus (Optional)

Apply a different points rule for purchases made during a customer’s birthday month.
Enable this option and configure the rules using either Simple or Membership Tier mode.

 

Points Calculation Rules

  • Eligible Spend Amount
    Points are calculated based on the net spend after discounts, gift certificates, store credits, and point rebates. 
    Tax and shipping charges are excluded.
  • Exclude Products (Optional)
    Exclude specific products, categories, or collections from earning points.

 

Issuance & Controls

  • Points Issuance Timing
    Choose the order status at which points are awarded.
    Points will be deducted if the order is cancelled later.
    Points will be only given once even if you choose multiple statuses
  • Exclude Customer Groups (Optional)
    Select customer groups that should not earn points.
  • Rounding Rule
    Choose how points are rounded (up or down to the nearest dollar).

Points Redemption Options

Configure how customers can redeem their points during checkout

 

Points Redeem Mode

  • Simple
    Redeem points at a fixed rate.
    The system will automatically calculate all eligible redemption options based on the customer’s available points and cart value
    Example: Every X points = $Y credit.
  • Repeating Tiered
    Redeem points based on tiers, with increasing value at higher tiers.
    The system will automatically calculate all eligible redemption options based on the customer’s available points and cart value.
    Example: 100 points = $10, 150 points = $20.
  • Exact Tiered
    Similar to Repeating Tiered, but only the predefined tiers are available for selection.
    Customers can only redeem based on the exact tiers you set.

 

Redemption Conditions

  • Minimum Purchase Amount
    Set a minimum order value required before points can be redeemed.
  • Exclude Products (Optional)
    Prevent specific categories or collections and/or Product Kits from being eligible for point redemption. 
  • Maximum Redemption Percentage
    Limit how much of the order total can be paid using points.
    Example: 100% allows full payment using points.
  • Maximum Redemption Amount
    Set a cap on how much value can be redeemed per order.
    Leave blank for no limit.

 

Restrictions & Controls

  • User Restrictions (Optional)
    Disable point redemption if the customer are fall under selected user group.
  • Products Restrictions (Optional)
    List the categories or collections of products are not eligible for point redemption.
    These products' value will be excluded from the point redemption value calculation. 
  • Product Kit Restrictions (Optional)
    Enable if product kits are not eligible for point redemption. 
    The product kits' value will be excluded from the point redemption value calculation
  • Cart-Based Restrictions (Optional)
    Disable point redemption if the cart contains products from selected categories or collections.
  • Limitation to use point to purchase Gift Cert 
    Disable to prevent customers from using points to to purchase Gift Certificate
  • Discount Usage Rule
    Prevent customers from using points together with discounts.
    Optionally, allow specific discounts to be used alongside points.

Refunds for Order Paid by Points

Configure refund mode for when refunding orders that are paid using Points.

 

Refund Option

  • Follow Selected Refund Method
    Refund will follow the original refund method selected during the refund process.
  • Reward Points
    Refund the used points back to the customer’s account.
  • Forfeit Points Paid
    Points used in the order will not be returned to the customer.

 

Important Notes
This setting applies only to the points portion of the payment
Refund behavior for other payment methods (e.g. cash, card) will follow standard refund settings
Ensure the selected option aligns with your store’s refund and loyalty policy

Points Expiration

Configure how long earned points remain valid before they expire.

These settings apply to new points only (not retroactive). Expiry is processed automatically by the system.

 

Expiration Settings

  • Expire Points After
    Set the validity period (in days) for points after they are earned.
    Example: 365 days = points expire 1 year after issuance
  • End-of-Month Expiry (Optional)
    If enabled, all points will expire at the end of the month, regardless of the exact date they were earned.
    Example: Points earned on 10 Jan will expire on 31 Jan (based on expiry month).
  • Important Notes
    Expiry applies only after points are issued to the customer
    Changes will not affect existing points already granted
    Ensure expiry settings align with your loyalty program strategy

 

Important Notes
Expiry applies only after points are issued to the customer
Changes will not affect existing points already granted
Ensure expiry settings align with your loyalty program strategy

Special Points Awards

Configure additional ways to reward customers with bonus points beyond regular purchases.

 

Sign-Up Bonus

  • Reward new customers upon successful account registration.
  • Enable Sign-Up Bonus
    Turn on to award points to newly registered members.
  • Points to Award
    Set the number of points given upon sign-up.

 

Referee Welcome Points

  • Reward customers who sign up using a refer a friend link.
  • Enable Welcome Bonus for Referrals
    Turn on to award points to new members who join via a referral.
  • Points to Award
    Set the number of welcome points for referred users.
  • Expiry for Welcome Points
    Define how long these points remain valid.

 

Referee Welcome Points

  • Reward customers who sign up using a refer a friend link.
  • Enable Welcome Bonus for Referrals
    Turn on to award points to new members who join via a referral.
  • Points to Award
    Set the number of welcome points for referred users.
  • Expiry for Welcome Points
    Define how long these points remain valid.

 

Refer a Friend

    • Reward customers who successfully invite friends to make a purchase.
    • Enable Referral Reward
      Turn on to award points to the inviter when a referral is successful.
    • Inviter Reward Type
      • Fixed Points with minimum order value thresholds
        Award a fixed number of points once the referred friend meets the minimum order amount.
        Example: Award 100 points when the friend spends at least $50.
      • Multiply points with Invitee Order Total with minimum order value thresholds
        Award points based on the referred friend’s order value. Points will be calculated by multiplying the configured points rate with the order amount.
        Example: 1 point per $1 spent → $100 order = 100 points awarded.
    • Points Issuance Timing
      • First purchase only
      • Every purchase made by the referred friend
    • Referral Points Expiry (Optional)
      Set a different expiration period for points earned via referrals.

 

Important Notes
Special points awards are granted based on configured conditions and triggers
Expiry rules can differ from standard points settings
Ensure rewards are aligned with your customer acquisition and retention strategy

Monthly Summary Email

Send a monthly points summary to customers with a positive points balance.

 

How It Works

  • The email is sent automatically on the first day of every month
  • Only customers with available (positive) points balance will receive the email

 

How to Enable

  • Go to Manage Your Store (Dashboard) > Settings > Marketing > Reward Points
  • Locate Rewards Points Monthly Summary
  • Click Edit to configure the email content
  • Enable the notification
  • Click Save Configuration

 

Email Configuration

  • Customize the email content using available replacement variables (tokens)
  • Refer to Replacement Variables for Email for the full list of supported tokens

 

Unsubscribe Option (Optional)

  • To allow customers to unsubscribe from this email, include the following token in your email template:
    [monthly-email-unsubscribe-url]

 

Alternative Access

  • You can also manage this notification via: Manage Your Store (Dashboard) > Settings > Email > Email List

 

Important Notes
This is a recurring automated email
Ensure your content is clear and relevant to encourage engagement with points usage

Disable Monthly Summary for Selected Customers

You can disable the monthly summary email for specific customers.

 

How to Configure

  • Go to Manage Your Store (Dashboard) > Customers
  • Search and open the customer record
  • Click Edit
  • Under the Notifications section
    Uncheck Receive monthly credits summary
  • Click Save

 

Customer Self-Management (Optional)

Customers can also manage this setting themselves via their account page:

  • Navigate to My Account > Edit Account
  • Uncheck Receive Monthly Balance Summary Emails
  • Save changes

 

Unsubscribe Option from email

  • To allow customers to unsubscribe from this email, include the following token in your email template:
    [monthly-email-unsubscribe-url]

 

Important Notes
This setting applies per customer
Disabled customers will no longer receive all monthly summary emails, even if the global setting is enabled