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What are activity rules

How activity rules award points, and how to decide what a point is worth.

Written by Jason Leader

In this article:


Overview

Activity rules decide when your customers earn points. A customer does something that matches one of your rules, and we award the points that rule is worth.

Most rules can carry a limit, so a customer can only earn from them a set number of times per day, week, month, year or ever. Which rules you can use depends on your plan, so check our pricing page to compare.


Choosing the value of your points

A point is only worth what you let customers exchange it for, so the earning side and the spending side have to be set together. Decide what percentage of a purchase you want to give back, then work backwards.

Say your Make a purchase rule pays 5 points per $1. A customer who spends $100 has 500 points. If you want to give 5% back, that 500 points should buy them $5.

So create a Money off reward, set the amount to $5, and set the cost to 500 points.

$5 off for a $100 spend = (5 ÷ 100) × 100 = 5% back on every purchase. The same sum works for any reward: divide what the reward is worth by the spend needed to earn it.

We recommend giving a maximum of 5% back. Most of a customer's points will come from purchases rather than from the other activities, so the purchase rule is the one that sets the real cost of your program.


FAQ

How do I change how many points a purchase earns?

Open your Make a purchase rule and change the points there. The new figure applies to orders placed from that point on; it does not re-price anything a customer has already earned.

How do I run a double points weekend?

Find the rule, double its points, and change it back when the promotion ends. There is no scheduling, so the change is live from the moment you save it and stays until you undo it.

Tell people it is happening. A banner on your store and an email through your ESP integration are the usual ways.

Do activities count on mobile?

Yes. Customers earn points on your mobile site exactly as they do on desktop, and they see the same notifications when they do.

How do rule limits work?

A rule limit caps how many times a customer can earn from a rule in a given period: per day, week, month, year, or once ever.

The rule limit field on an activity rule

Limits run on the calendar, not on a rolling clock from the last time the customer completed the rule. So on a once-per-month limit, a customer who completes the rule on June 30th can complete it again on July 1st and earn both times, then waits until August 1st for the next one.

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