Create Earning Rules

Estimated reading: 8 minutes 153 views

To allow customers to earn loyalty points, you need to create earning rules.
Go to Admin Dashboard → Apps → myCred Loyalty Points & Reward.
Click on Earn Points.

Once you click on Earn Points, the Earn Points page will be displayed.

If no rules are created, you will see an empty state.
Click on the Add Point Earning Event button.

A pop-up will open showing different earning options.
From this pop-up, select how customers can earn points.

Available Earning Options

Place an Order
Create Account / Sign Up
Visit Shop Daily
Birthday Points
Purchase Specific Product (Requires Standard Plan)
Purchase Product from Specific Collection (Requires Standard Plan)
Number of Orders (Requires Pro Plan)
Points on Exceeding Order Value (Requires Pro Plan)
Write a Review (Judge.me) (Requires Pro Plan)

Place an Order

Reward customers with points based on their purchase amount.

Click on Add Rule from the Earn Points page.
A pop-up will appear with different earning options.
From the pop-up, select Place an Order.

Once selected, you will be redirected to the Place an Order configuration page.

Enter the Name of the rule (default: Place an Order).

Reward

Select how points will be awarded:

Points Increment (Amount-Based)

Points are awarded based on the order value.

Set the following:

Points Awarded – Enter points (e.g., 10)
For Every Amount – Define the amount (e.g., $1)

Fixed Amount of Points

A fixed number of points is awarded per order, regardless of the amount.

Set:

Points Awarded – Enter fixed points (e.g., 10)

Points Conditions

Set conditions that customers must meet to earn points:

Minimum Purchase Amount – Customers must meet this amount to earn points
(Leave empty for no minimum requirement)
Maximum Points per Purchase – Limit the maximum points a customer can earn
(Leave empty for no limit)

Include Tax in Points Calculation

Choose how tax is handled:

Enable – Includes tax in the purchase amount when calculating points
Disable – Excludes tax from calculation

Enabling tax inclusion will increase total order value and points earned accordingly.

Point Labels

Customize how messages appear to customers:

Points Shop Page Label
Example: Get {points} points for every ${amount} spent on purchases
Notification Banner Message (Standard Plan required)
Example: {points} points added for your purchase
Refund Notification Label (Standard Plan required)
Example: {points} points have been deducted for the refunded product

Status

Active or disable the rule using the Status toggle.

Click Save to apply the rule.
After saving, you will be redirected back to the Earn Points page, where the rule will be listed.

Front-End Impact (Loyalty Points – Place an Order)

Go to the website.
On the storefront, you will see the Loyalty Widget.
Click on the widget to open it.

If User is Not Logged In

The widget will display:

Join Our Loyalty Program
Message: Sign in to start earning points and unlock exclusive rewards

You will also see:

Join Now button
Your Rewards (Sign in to view rewards)
Ways to Earn
Ways to Redeem
Click on Join Now.
You will be redirected to the Login/Register page.

If User is Logged In

After logging in, open the Loyalty Widget again.

You will see:

Your Points
Points History
Your Rewards
Ways to Earn
Ways to Redeem

Accessing Place an Order Rule

Click on Ways to Earn.
A list of earning options will be displayed.
Click on Place an Order.

You will see:

Points value (e.g., 15 Points)
Description (e.g., Get 15 points for every $3 spent on purchases)

Now, open any product.
Add the product to your cart.
Proceed to checkout and complete the purchase.

Once the order is successfully completed:

Points will be automatically added to your account
Points are calculated based on the configured rule
Open the Loyalty Widget:
Updated points will appear under Your Points

Click on Points History to view details of earned points

Create Account/Sign up

Go to Earn Points → Add Point Earning Event
Select Create Account / Sign Up from the pop-up

Configure:

Points Awarded (e.g., 10 points)
Point Labels (optional)

Note: This is a one-time reward per customer.

Set Status = Active
Click Save

Front-End Impact (Loyalty Points – Create Account/Sign up)

Go to the website.
On the storefront, you will see the Loyalty Widget.
Click on the widget to open it.

If not logged in:

Click Join Now → Redirect to Signup/Login page

After Signup:

Points are automatically added
Open Loyalty Widget:
Points visible in Your Points

Entry visible in Points History

Visit shop daily

Go to Earn Points → Add Point Earning Event
Select Visit Shop Daily from the pop-up

Configure:

Points Awarded (e.g., 10 points)
Point Labels (optional)

Set Status = Active
Click Save

Note: Points are awarded once per day when the customer visits and is logged in.

Front-End Impact (Loyalty Points – Visit shop daily)

logs in to the website
Visits the store
Points are automatically added for that day
Open Loyalty Widget:
Updated points shown in Your Points

Entry visible in Points History

Note: Guest users will not earn points (login required).

Birthday Points (Standard Plan)

Go to Earn Points → Add Point Earning Event
Select Birthday Points from the pop-up

Configure:

Points Awarded (e.g., 10 points)
Point Labels (optional)

Set Status = Active
Click Save

Note: The customer must add their date of birth. Points are awarded once per year, and the date of birth can be added only once

Front-End Impact (Loyalty Points – Birthday Points)

logs in to the website
Visits the store
Click on the widget to open it.
Open Loyalty Widget:
Sees a section/card:
- “Set your Birthday to earn points 🎉”
- This section is clickable

Clicking the section redirects to the Birthday Reward page.

Set birthday
Points will be automatically added on your birthday.

Note: Age must be at least 13 years old

Purchase specific product (Standard Plan)

Go to Earn Points → Add Point Earning Event
Select Purchase specific product from the pop-up

Configure:

Name: Purchase Specific Product
Points Awarded: e.g., 10 points

Click on the Select Product button
A product picker pop-up will open
Inside the pop-up:
- A list of products is shown
- Each product has a checkbox next to it
- Select the required product