Members of your loyalty program can earn points via a range of methods, primarily through making purchases. This article explains the mechanics behind points earning methods and how points expire.
Earning points
Earning points by making a purchase
When a shopper makes a purchase online or at a POS location, they'll earn points for their order. The number of points earned are based on the order's net value after deducting discounts, shipping, and taxes, multiplied by the shopper's tier's points earning ratio.
Points earned with purchases are issued after the order is fulfilled or paid plus the defined points effective period in your progam settings
Note - Orders made as a draft order are not processed for points earning or tier progress.
Earning points through bonuses
As a part of your loyalty program, you may offer bonus points to shoppers during certain events. Currently this may include:
Welcome bonus - points earned for registering an account (legacy accounts) or having a profile in Shopify (customer accounts)
Tier entry - points earned the first time a shopper reaches a higher spending tier or a new custom tier
Birthday bonus - points earned on the 1st day of the customers birthday month
Social media bonus - points earned when they visit your defined social media pages for the first time (For stores using Shopify customer accounts only)
Profile completion bonus - points earned when they fill-in their birthday month or phone number
Adding and deducting points manually
Staff can add or deduct points for an account by searching for them in our Shopify admin app or Shopify POS app.
2x/3x points campaigns
Requires a subscription to Grow plan
You can run scheduled campaigns to grant extra points for every dollar spent on orders during set periods. A special earning ratio will be set and override the existing earning ratio. Learn more here.
Use Shopify Flow action to issue points automatically
Requires a subscription to Grow plan
You can also use our Shopify Flow action to build your own automation and conditions to trigger automated point adding flows. Learn more here.
Bulk issuing points via one-time giveaway campaigns
Requires a subscription to Advanced plan
You can also use our one-time giveaway campaign to bulk issue a set amount of points to all customers, specific tiers, or a specific segment of customer.
Using OMNI API to build custom point issuing workflows
Requires a subscription to Advanced plan
You can utilize our API to connect custom or other third party platforms with OMNI to add points to customers.
Bulk Importing points (one-time at launch)
If you are migrating from another loyalty program, we can support an one-time import of customer points into OMNI Loyalty via a CSV upload. Uploaded points will become valid from the time your program launches retrospectively.
Expiring points
By default, points always expire 365 days after being granted.
For custom point expiry settings, contact us.
When points are used to redeem rewards or manually deducted, the nearest expiring point transactions will be used first
Refunds
When an order is refunded, points earned with the order will also become invalid.
If a customer has already used their points before the refund is processed, the customer may end up with a negative point balance. The negative point balance can be negated with future point earning.
To avoid such behavior, we suggest setting up the "Earning pending period" to match your store's return window to ensure points are only given out after the refund period.