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

Ways to earn points: overview

Every way customers can earn loyalty points in Roadmap, from orders and birthdays to anniversaries and tier promotions, plus the settings all earners share.

Ways to earn are the actions that award customers loyalty points. Find them in Loyalty Program → Points, alongside your ways to redeem.

Ways to earn picker
The Ways to earn picker. Types that can only be configured once appear dimmed when they are already in your program.

Click Add way to earn and choose a type.

The ways to earn

  • Place an order awards points for every dollar spent. You can run several rules at once.

  • Account Signup awards points when a customer's loyalty account is enabled.

  • Celebrate a Birthday awards points once yearly, on or around a birthday.

  • Membership Anniversary awards points each year on the anniversary of the customer joining the program.

  • Tier Promotion awards points when a customer is promoted into a tier you choose.

  • Leave a verified review awards points when a purchased-product review is approved and published.

  • Customer Tag awards points when Shopify applies a customer tag.

  • Display Only adds a tile to the Ways to Earn block without awarding points, for showcasing rewards that live elsewhere, like referrals and birthday vouchers.

  • Subscription Rewards awards points each time a customer reaches a set number of subscription products purchased. Eg. Every 3 products ordered on subscription earns 100 points.

Place an order, Customer Tag, Tier Promotion, and Display Only can be added multiple times. Configure each other type once.

Settings every way to earn shares

  • Display name and Description appear in storefront loyalty widgets.

  • Status can be Active or Draft. Draft earners do not award points.

  • Storefront widget display can be Visible or Hidden. Hidden earners still award points.

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