How do I set up earning rules for purchases?

Introduction

The most common way customers earn loyalty points is through purchases. In Roadmap, you can set rules for how many points customers earn per dollar spent, adjust rates by product or collection, and even apply tier multipliers for VIP levels.

Step 1: Go to Loyalty Settings

1. In Shopify Admin, open Apps → Roadmap → Loyalty.
2. Go to the Earning Rules tab.
3. Click Add Rule → Purchase Rule.

Step 2: Define the Base Earning Rate

• Set the points per $1 spent.
  • Example: 10 points per $1 spent.
• This applies to all orders unless you create product-specific rules.

👉 Best practice: Keep it simple (e.g. 1, 5, or 10 points per $1).

Step 3: Add Conditions (Optional)

You can refine earning rules to target specific scenarios:

• By product or collection → e.g. double points on subscription products, or no points on clearance items.
• By customer group → e.g. wholesale customers earn fewer points.
• By spend threshold → e.g. bonus points when spending $100+.

Step 4: Enable Tier Multipliers (Optional)

• If you’ve set up tiers, customers in higher tiers can earn faster.
• Example:
  • Silver = 1x points per $1
  • Gold = 1.5x points per $1
  • Platinum = 2x points per $1

👉 Tier multipliers are added on top of your base earning rule.

Step 5: Save and Test

• Save your rule and place a test order.
• Check that the correct number of points are awarded.
• Adjust the rate or conditions if needed.

Tips & Best Practices

• ✅ Keep the earning rate simple so customers understand it.
• ✅ Offer bonus points for higher spend brackets to increase AOV.
• ✅ Use product-specific rules for high-margin or subscription items.
• ✅ Combine with tiers to gamify progression.

Common Questions

• Do customers earn points on discounted orders or bundles?
  • Yes — they earn points based on the final paid amount, after discounts.
• Can I exclude certain products or collections from earning points?
  • Yes — just add exclusions when creating your rule.
• Do customers earn points on taxes or shipping?
  • No — points are only awarded on product subtotal, not tax or shipping.
• Can I change earning rates later?
  • Yes — you can update or add new rules anytime. Future orders will use the new rates.

Summary

To set up purchase-based earning rules:

1. Go to Roadmap → Loyalty → Earning Rules.
2. Create a Purchase Rule.
3. Define your base earning rate (points per $1).
4. Add optional conditions (by product, collection, or customer group).
5. Enable tier multipliers if desired.
6. Save and test.

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