How do I reward customers for signups, birthdays, or leaving reviews?

Introduction

With Roadmap Loyalty, you can reward customers not just for purchases, but also for engagement actions like creating an account, celebrating a birthday, or leaving a review. These rules help build stronger relationships and encourage customers to interact with your brand beyond checkout.

1. Rewarding Signups (Account Creation)

• Why: Incentivize first-time customers to create an account, which makes future engagement easier.
• How to set up:
  1. Go to Roadmap → Loyalty → Earning Rules.
  2. Click Add Rule → Account Signup.
  3. Set the number of points to award (e.g. 200 points).
  4. Save.

👉 New customers who sign up automatically earn points.

2. Rewarding Birthdays

• Why: A simple but powerful way to delight customers with a special gift or bonus points.
• How to set up:
  1. Go to Roadmap → Loyalty → Earning Rules.
  2. Click Add Rule → Birthday Reward.
  3. Set the number of points to award (e.g. 500 points).
  4. Save.
• Customers must have their birthday stored in their account or profile.

👉 Bonus: Use Klaviyo integration to send automated “Happy Birthday” emails with loyalty balance reminders.

3. Rewarding Reviews

• Why: Encourages customers to leave valuable feedback and social proof.
• How it works in Roadmap:
  • Reviews are verified using order ID + customer ID.
  • Customers can only earn points for reviews on products they’ve purchased.
• How to set up:
  1. Go to Roadmap → Loyalty → Earning Rules.
  2. Click Add Rule → Review Submission.
  3. Choose the reward amount (e.g. 100 points for a text review, 200 points for a review with photo).
  4. Save.

👉 Points are awarded only after the review is submitted (and approved, if moderation is enabled).

Best Practices

• ✅ Signup: Keep it small but enticing (enough to encourage account creation, but not a freebie).
• ✅ Birthdays: Make it feel special — use a larger point value than daily actions.
• ✅ Reviews: Offer more points for richer reviews (with photos), to encourage higher-quality submissions.
• ✅ Combine with Klaviyo: Trigger personalized emails for birthdays, signup confirmations, or review reminders.

Common Questions

• Can customers earn signup points more than once?
  • No — points are only awarded once per account creation.
• Can customers fake birthdays to get points?
  • No — each customer can only earn a birthday reward once per year.
• Can I limit review points per product?
  • Yes — customers can earn review points once per product, not unlimited times.
• Can rewards be stacked (e.g. signup + first purchase)?
  • Yes — customers can earn multiple rewards across different actions.

Summary

You can create engagement earning rules to reward customers for:

• ✅ Signups → encourage account creation.
• ✅ Birthdays → surprise customers with bonus points.
• ✅ Reviews → incentivize valuable feedback.

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