Set Up Methods for Customers to Earn Loyalty Points using AiTrillion

Set up the method by which customers can earn points

Watch a quick video to understand the Earn Points setup


Introduction

Earn Points Activities allow you to reward customers with loyalty points for specific actions they take on your store. These activities help increase engagement, repeat visits, and conversions by incentivizing meaningful customer behavior.

In AiTrillion, earn point activities are grouped into three main categories: Sign-up Activities, Online Store Activities, and Social Engagements. You can enable, disable, and customize points for each activity based on your business goals.


Overview📂

How can customers earn points for signing up?

What are online store loyalty activities?

What are social engagement activities?


Sign-up activities:



Create an account:

The Create an account activity allows you to reward customers with loyalty points when they successfully register an account on your store. This helps increase sign-ups and encourages customers to start engaging with your brand.

Points Awarded: Define the number of loyalty points a customer will earn when they successfully create an account on your store.

Example:
If set to 10, the customer will earn 10 points after account creation.

Campaign Name: This will show the name of the campaign on the storefront loyalty widget.

Description: This text is displayed to customers on the storefront loyalty widget. It explains what the customer will earn points for.
  • {{points}} - This will show number of points that can be earned by creating a account

  • Should be clear and customer-friendly

Reward Text: This message is shown to customers after they successfully complete the activity and earn points.

  • {{points}} - This will show number of points earned by customers




On customer tag:

Automatically award points when a specific customer tag is applied (useful for segments or newsletters).

Campaign Name: This name appears on the storefront and identifies the earn points activity for customers.
Description: This description is shown to customers on the storefront loyalty widget and explains how they can earn points through tags.

Example:
You will get reward points on earning different tags


Tags Section: This section defines which tags trigger points and how many points are awarded.

Enter Tag: Specify the exact customer tag that will trigger the reward. The tag must exactly match the tag applied to the customer profile.

Example: active, vip, gold_member


Tag Points: Define how many points will be awarded when the specified tag is added to the customer.

Example:
100


Add New Tag:  Click Add new tag to reward multiple tags within the same campaign. Each tag can have a different points value.

Reward Text: This message is shown to the customer after the points are successfully awarded.

  • {{points}} - This tag will show number of points earned on completion of this activity.

Example:
You earned {{points}} reward points on customer tag activity.


Description (Reward Description): This text explains the reward condition and is used for customer-facing communication.

Example: Earn{{points}} reward points on customer tag activity.


Customer Page URL: Specify the page where customers should be redirected to view this activity or their rewards. This is optional but recommended for better user experience.

Example:
/pages/customer 




Allow push notifications:

Encourage customers to opt in to push notifications by offering points.
Info
Note: Customers can earn points for web push only if the Web Push module is enabled.
Points Awarded: Define the number of loyalty points a customer will earn when they allow web push notifications.

Example:
If set to 20, the customer earns 20 points after successfully subscribing to web push notifications.


Campaign Name: This will show the name of the campaign on the storefront loyalty widget.

Description: This text is displayed to customers on the storefront loyalty widget and explains how they can earn points.

  • {{points}} - This will show number of points that can be earned on completion of the activity.


Reward Text: This message is shown to customers after they successfully allow push notifications and points are awarded.

  • {{points}}: This will show number of points earned by the customers.






Becoming an affiliate:

Reward customers when they join your affiliate program.
Info
Note: Customers can earn points for web push only when the Web Push module is enabled.


Campaign Name: This name appears on the storefront and represents the affiliate's earnings activity.

Example:
Join Our Affiliate Program and Earn Rewards!


Description: This text is visible to customers on the storefront and explains the affiliate opportunity and reward.

  • Used to motivate customers to join the affiliate program

  • Can be customized for different languages

Example:
Join our affiliate program and earn reward points for promoting our products.


Enter Tag: Specify the customer tag that will be applied when a customer becomes an affiliate.


Tag Points: Define how many points are awarded when the affiliate tag is applied.

Add New Tag: Use Add new tag to reward multiple affiliate-related tags with different point values.


Reward Text: This message is shown to customers after they successfully become an affiliate and earn points.

{{points}} - This tag will show reward points will be awarded on becoming an affiliate.


Description (Reward Description): This text explains the reward condition associated with the affiliate action.

{{points}}: This tag will show the reward points which will be awarded on becoming an affiliate.


Affiliate Page URL: Enter the URL where customers can sign up or learn more about the affiliate program. This helps guide customers directly to the affiliate registration page.

Example:
/pages/affiliate






Info
Note: To configure the earn points rule for any activity, you can click on the activity itself to configure it.



Online store loyalty:



Celebrate birthday: Customers receive a special birthday reward as loyalty points on their birthday, encouraging them to make a purchase or engage with the brand.

Reward Type

Select the type of reward you want to offer for birthdays.

  • Points – Customers receive loyalty points on their birthday.

  • Discount code - Customers will receive a discount code. To know more - Click here.

  • Free product - Customers will receive a free product. To know more - Click here.

  • Free shipping - Customers will receive free shipping code. To know more - Click here.


Points Awarded: Define the number of points customers will receive as a birthday reward.

Birthday Points Multiplier: Enable this option to multiply the birthday reward points.

  • Useful for special occasions like milestone birthdays

  • When disabled, the standard points value is used

Example: A multiplier of 2 will double the birthday points.


Allot Birthday Reward On: Choose when the birthday reward should be granted.

  • On the birthday date – Points are credited exactly on the customer’s birthday

  • First day of birthday month - Points will be credited on the first day of the birthday month

  • Before the birthday days - Points will be credited before the specific mentioned no. of days


Campaign Name: This is the name of the birthday reward campaign displayed on the storefront.

Description: This text is visible to customers on the storefront and explains the birthday reward.

{{points}} - This tag will show how many points customers will get next birthday.

Reward Text: This message is shown to customers when the birthday points are credited.

{{points}} - This tag will show number of points customers earned  reward points on your birthday.



Make a purchase: Reward customers based on purchases (points per order or per amount spent). To know more about make a purchase activity - Click here.

Notes
Note: If Shopify store credit is enabled in your store and a customer uses store credit to pay for their order, please note that loyalty points will be calculated on the total order amount, including the store credit used.





Refer a friend: Incentivize referrals by rewarding customers when they refer new shoppers. To know more, Click here.



Store visit: Customers earn points for visiting the online store and enhancing the in-store experience.

Points Awarded: Define the number of loyalty points a customer will earn for visiting the store.

Example: If  set to 15, the customer earns 15 points per eligible store visit.


Campaign Name: This name appears on the storefront and identifies the store visit activity for customers.


Page URL: Enter the URL of the page that customers must visit to earn points.

  • This is usually your homepage or a specific landing page

  • Customers earn points when they visit this URL

Example:
https://yourstore.myshopify.com/

Time Limit: Controls how often customers can earn points for store visits.

  • Week - Number of weeks a customer can earn points for visiting the store.

  • Month - Number of months a customer can earn points for visiting the store.


Description: This description is shown to customers on the storefront loyalty widget and explains the reward.

  • {{points}} - This tag will provide the details on number of points reward for visiting the store.




Buy $X gets Y points: 

Give points when customers purchase specific products.

Goal Spend ($): Set the minimum amount a customer must spend to earn the reward points.

Example:
If set to 2000, Customers must spend $2000 to qualify for the reward.


Points Awarded: Define the number of points customers will receive after reaching the goal spend.

Example:
If set to 5, Customers earn 5 points after completing the spend threshold

Campaign Name: This name appears on the storefront and explains the earning rule to customers.

Example:
Complete the threshold to earn 5 points


Page URL: Specify the page where customers will be redirected when they click this earning rule.

  • Commonly, a homepage or collection page

Example:
https://yourstore.com/


Earn Point Rule: Choose when the points should be credited:

  • Order status is paid – Points are awarded after payment is completed

  • Order status is fulfilled – Points are awarded once the order is fulfilled


Points per Heading: This text appears in the loyalty earning list and explains how points are calculated.


Reward Text: This message is shown to customers once the points are successfully credited.

{{points}} - This tag will show reward points customers earn for completing a purchase goal.


Description: This description is displayed to customers on the storefront and explains the earning condition.

{{points}} - This tag will show how many reward points you will earn for completing a purchase goal.

 


On X Orders get Y points: 

Reward customers after completing a defined number of orders.

Goal Purchases: Define the total number of orders a customer must complete to earn the reward.

Example:
If set to 5, the customer earns points after completing 5 qualifying orders.


Minimum Spend per Purchase ($): Set the minimum order value required for each order to count toward the goal.

Example:
If set to 1000, only orders of $1000 or more will be counted.

Points Awarded: Define the number of loyalty points the customer will receive after completing the required number of orders.

Example:
18 points will be awarded after completing 5 qualifying orders.


Campaign Name: This name appears on the storefront and explains the earning rule to customers.

Example:
Fill up your bag with 5 to earn 18 points


Earn Point Rule: Choose when the points should be credited:

  • Order status is paid – Orders are counted once payment is completed

  • Order status is fulfilled – Orders are counted after fulfillment


Page URL

Specify the page where customers will be redirected when they click this earning rule on the storefront.

Example:
https://yourstore.myshopify.com/

Description: Displayed to customers on the storefront to explain how they can earn points.

{{points}} - This tag will show reward points customers will earn for completing an X Orders get Y points activity.

Reward Text: Displayed to customers after they successfully earn the points.

{{points}} - This tag will show number of reward points customers wil earn for completing an X Orders get Y points activity.



Leave a review: Encourage product reviews by offering points. To learn more, Click here.



Gift code: Customers receive a gift code or voucher that can be redeemed for discounts or free products at certain points, providing an additional incentive for engagement and purchase. To know more, Click here.



Social engagements:

Customers will receive certain points when they perform social media activities



Explore these activities here: Loyalty Point Activities.


Important Notes

  • Points are awarded only when the activity conditions are fully met by the customer.

  • You can edit or disable an earn activity at any time, changes will apply only to future actions and will not affect points already earned.

  • Some activities may require specific modules to be enabled (for example, the Web Push module must be enabled for customers to earn points through web push).

  • For activities like purchase-based or order-based rewards, points are credited only after the order meets the configured conditions (such as order status or minimum value).

  • Birthday and scheduled activities depend on customer profile data (such as date of birth), ensure customers have this information saved in their account.

  • Changes to earn rules may take a short time to reflect on the storefront.



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