Introduction
There are several order settings that you can configure that will allow you to control when and how your customers' points balances will be calculated on their purchases.
Set Up Order Channels for Rewards
Follow these steps to customize which order channels should be included in your loyalty rewards program:
Navigate to Preferences > Orders > Reward customers for shopping
Select one of the three channel options based on your business needs.
Online only
In-store only (POS)
Online and in-store (POS)
Click Save
Tips: Only Starter plan and above support POS coupons in the POS App.
💡 Prerequisites: Before configuring order channels, ensure that your "Place an order" earning rule is enabled in your loyalty program settings. Without this earning rule active, customers won't earn points regardless of your channel settings.
Set Up Rewards by Order Status
You can update your order settings by going to Preferences > Orders. Once you've accessed your order settings, you can choose which order statuses customers can earn points for. These statuses include:
Paid
Fulfilled
Reward Points on Taxes and Shipping
Your program's order settings give you the option to reward customers for different parts of an order, including the subtotal (by default), discounts, taxes, and shipping. Simply check the box to include taxes or include shipping as part of the rewardable total for the order.
📝 Pro Tip: Rewarding customers for taxes and shipping is a great way to demonstrate your program's value by helping customers earn as many points as possible per order. If your customers' point balances are low, you can easily boost them by allowing them to earn points on their discounts. This will get them excited to earn and redeem more rewards, keeping them actively engaged in your program.