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For the complete documentation index, see llms.txt. This page is also available as Markdown.

How to configure your point settings

Configure point naming, currency conversion, expiry, order adjustments, and who earns points on Shopify gift cards.

Your Point settings control how points are named, displayed, adjusted, and expire, and who earns them on gift cards.

Find them in Loyalty Program → Points. Scroll down to the setting options.

Each setting saves separately. Update one section, then click Save in that section.

1

Update points branding

Use Points Branding when you want your loyalty currency to match your brand.

  • Click Edit in Points Branding.

  • Set the Singular name for one point.

  • Set the Plural name for multiple points.

  • Click Save.

For example, you could rename points to Jelly Bean and Jelly Beans.

These labels appear in storefront loyalty messaging. Customers will see the updated naming anywhere your point balance or earning messages are shown.

2

Set currency conversion

Use Currency Conversion to show the money value of points in each market.

  • Turn on Enable points currency conversion display.

  • Set the default conversion rate.

  • Optional: turn on Enable different rates for specific markets.

  • Add a market-specific rate where needed.

  • Click Save.

Example:

  • Default: 100 points = $1 NZD

  • Australia: 110 points = $1 AUD

  • United States: 150 points = $1 USD

Leave a market row empty if you want that market to use the default rate.

These rates are display only. They change the money figure customers see next to their points, not what a reward is worth. Every reward is worth a fixed amount of your store's base currency, which Shopify converts at checkout. If a market rate is more generous than the live exchange rate, customers will see a bigger number than the discount they receive. See How loyalty works across multiple currencies.

3

Choose whether points expire

Use Points Expiry to decide whether points stay available forever or expire after a set time.

You have two options:

  • No expiry Points never expire.

  • Date earned Points expire after a set number of months from the date they were earned.

If you choose Date earned:

  • Enter the Validity Period.

  • Click Save.

When a customer redeems points, Roadmap uses the points closest to expiry first. Newer points are used last.

4

Configure fulfilled order adjustments

Use Order Adjustments to control what happens to points after a fulfilled order changes.

This applies to events like:

  • refunds

  • partial refunds

  • returns

  • cancellations on fulfilled orders

  • post-fulfillment item changes

Click Edit in Order Adjustments and choose one option:

  • Do not adjust points No automatic adjustment is created. You manage changes manually.

  • Require approval before adjusting Roadmap creates a pending adjustment that must be reviewed before points change.

For most stores, Require approval before adjusting is the safer option. It gives you a review step without losing automation.

5

Decide who earns on gift cards

Use Gift cards to set Who earns points on Shopify gift cards. Choose one of:

  • No one

  • The purchaser

  • The redeemer

  • Both purchaser and redeemer

Click Save.

Both purchaser and redeemer awards points on the same spend twice. A customer can purchase a gift card, redeem it themselves, and earn points on both orders. The admin shows a caution banner when you pick it.

Whichever option you choose, the earning conditions on your Place an order rule still apply to gift cards. See Who earns points on Shopify gift cards.

Recommended setup

If you want the simple, easy to manage setup:

  • Keep Points Branding clear and on-brand.

  • Use No expiry.

  • Leave Currency Conversion on the default rate only.

  • Use Require approval before adjusting.

  • Set Gift cards to The purchaser, which rewards the person actually spending with you.

If you sell in multiple markets:

  • Turn on market-specific rates.

  • Check each market uses the right currency.

  • Leave unused markets blank so they inherit the default rate.

  • Keep each market rate close to the live exchange rate, and review them when rates move.

Related articles

PreviousReward types: points, discounts, tiers, referrals
NextHow loyalty works across multiple currencies

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