The Points Program screen is where you decide how customers earn points. Each rule, called a point channel in the admin, connects a store event such as placing an order, writing a review, creating an account, or referring a friend to a specific points award.
Each rule has three main parts:
- Optional limits: How often the rule can run and which conditions must be met.
- A trigger: The event that activates the rule.
- A calculation: Flat points, points per currency unit, a percentage, or a level multiplier.
Why Do You Need It? #
- Reward customer actions: Give points for purchases, registrations, reviews, referrals, and other supported actions.
- Build your loyalty program: Earning rules are the foundation of your Pointics loyalty program.
- Control how points are earned: Set the number of points, earning rate, and applicable limits.
Step-by-Step Instructions #
Step 1: Open the Points Program #
Go to Pointics → Points Program and click New Point Channel.
The Add Point Earning Rule screen will open.
Step 2: Choose an Earning Trigger #
Select the customer action that should award points.
Common triggers include:
- Place a paid order: Reward customers for purchases.
- Write a product review: Reward customers for reviewing products.
- Register at checkout: Reward customers when they create an account during checkout.
- Create an account: Reward new customer registrations.
- Referral signs up: Reward customers when someone they referred creates an account.
Note: Available triggers depend on the integrations active on your website.
Step 3: Add Rule Details #
Enter the basic information for your earning rule:
- Rule Name: The name displayed for the rule and transactions.
- Description: Add optional information about the reward.
- Start Date: Set when the rule should begin, if applicable.
- End Date: Set when the rule should end, if applicable.
Step 4: Set the Points Award #
Choose how customers will earn points based on the selected trigger.
For standard actions, enter the number of Points Awarded.
For purchase-based rules, you can use an earning rate such as:
- Per $ Spent: Award points based on the amount spent.
- Fixed per Item: Award a fixed number of points for each item purchased.
For referral rules, you can also set points for both the referrer and the referred customer.
Note: Make sure the earning rate and amount are properly configured. An empty or zero value will not award points.
Step 5: Add Conditions #
You can add conditions to control when an earning rule applies.
Available conditions may include:
- Minimum Amount
- First Time Only
- Date Window
- User Role
You can choose whether the rule should match all conditions or any condition.
Note: Conditions are available with Pointics Pro. The free version displays this section but keeps it locked.
Step 6: Save the Rule #
You can save your rule as:
- Save Draft: Saves the rule without activating it.
- Publish: Saves and activates the rule.
To publish a rule, make sure the rule name and point award settings are properly configured.
Step 7: Manage Your Earning Rules #
After creating a rule, you can manage it from the Points Program screen.
- Edit: Click Configure to update the rule.
- Turn On/Off: Use the switch on the rule card to activate or deactivate it.
- Delete: Delete the rule to stop it from awarding future points.
- Filter: Use the available groups to find specific earning rules.
Note: Deactivating or deleting a rule does not remove points that customers have already earned.
Key Functionality #
Different Ways to Calculate Points #
Pointics supports different earning methods depending on the selected trigger:
- Fixed Amount: Awards a specific number of points.
- Points per Currency Unit: Awards points based on the amount spent.
- Percentage of Amount: Awards points based on a percentage of the transaction value.
- Tiered: Applies a multiplier based on the customer’s loyalty level.
Control How Often Customers Earn Points #
You can limit how frequently a rule awards points, such as:
- Once
- Daily
- Weekly
- Monthly
- Unlimited
- A specific number of times
Refunded Orders #
For the Place a paid order trigger, points awarded from a refunded order are automatically removed.
Frequently Asked Questions #
Q1. Why can’t I see any earning triggers?
A: Make sure at least one supported integration, such as WooCommerce, is active on your website.
Q2. Can I reward customers for actions other than purchases?
A: Yes. You can reward actions such as account registration, product reviews, and referrals, depending on your active integrations.
Q3. Can I set different points for different actions?
A: Yes. Each earning rule can have its own point value or earning rate.
Q4. Can I limit how often customers earn points?
A: Yes. You can configure frequency limits such as once, daily, weekly, monthly, or a specific number of times.
Q5. What happens to points when a paid order is refunded?
A: Points awarded for that paid order are automatically removed when the order is refunded.
Conclusion #
Point Earning Rules give you control over how customers earn loyalty points. By creating rules for purchases, registrations, reviews, referrals, and other supported actions, you can build a loyalty program that encourages customers to engage with your business.
