Earning rules

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Earning rule configuration steps in detail

Configuration of an earning rule is divided into four steps. Each step defines key and optional settings that specify how a rule works and its scope.

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Details (required)

This step defines the rule’s identification and lifecycle management.

• Name: The unique name of the earning rule, used for management and reporting.
• Earning rule type: Defines what customers need to do to earn points. There are four main earning rule types:
  • Order has been paid
  • Custom event
  • Entered segment
  • Tier events
• Time frame (optional): Defines the period when the rule is active and customers can earn points through this rule.
  • Inheritance: If a time frame is not defined, the rule inherits the settings from the parent loyalty campaign.
  • Time frame options:
    • Start date and time
    • End date and time (expiration)
    • Valid in this timeframe only (recurring)
    • Valid on particular days only

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Points (required)

This step defines the reward value, timing, and expiration rules for the points earned.

• Point value: Determines how many loyalty points the customer will receive.
  • It can be a fixed value (for example, 50 points) or a dynamic value calculated using the points formula builder.
  • It can be a proportional value (for example, 10 points for every $10 spent) that scales with a selected condition. Proportional values are unavailable in Tier events rules.
• Pending points: You can set a delay time when customer’s can actually use the earned points.
  • You can set a specific pending period in days.
  • Points are added to the customer’s account immediately but remain in a pending state. Once the set number of days has passed, the points are automatically made available to the customer.
• Expiration rules: Configuration defining when the points acquired through this specific earning rule will expire. If an earning rule doesn’t have its own expiration rule, the campaign-level point expiration will be used instead.

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Validation rules (optional)

Validation rules are additional conditions that the customer needs to meet to gain points with the earning rule.

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Metadata (optional)

The Metadata step allows you to attach custom attributes to the earning rule by defining key/value pairs. Use metadata for internal tracking, organization, or in more advanced logic.

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Earning rules by types

Learn how points are calculated and awarded for each rule type, focusing on proportional earning and required metadata schema.

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Order has been paid

Order has been paid rule adds points to the customer’s loyalty card when a new order changes its status to PAID. There are two earning methods for the Order has been paid earning rule.

• Fixed: Awards a fixed number of points for paying for an order.
• Proportional, awards a defined number of points (X) for every predefined value (Y) in the selected metric, like amount spent. The following Proportional methods are available:
  • Pre-discount order amount: Awards X points for every $Y spent, excluding discounts (order total amount counted before discounts were applied).
  • Total order amount: Awards X points for every $Y spent including discounts (order total amount counted after discounts were applied).
  • Pre-discount amount spent on items: Awards X points for every $Y spent on specific items or collections, excluding discounts.
  • Amount spent on items: Awards X points for every $Y spent on specific items or collections, including discounts.
  • Quantity of items in the cart: Awards X points for every Y items, excluding free items.
  • Order metadata: Awards X points proportionally to the value of a metadata attribute defined in the Order schema.
  • Customer metadata: Awards X points awarded proportionally to the value of a metadata attribute defined in the Customer schema.

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Custom event

Custom events are actions taken by your customers that are tracked in your application or website and passed to Voucherify using the API. When a custom event earning rule is used with a Validation rule, the moment the event is received, Voucherify checks if the customer linked to the event matches the conditions defined in the Validation rule, like segment rules, customer metadata, or custom event metadata. There are two earning methods for Custom event earning rule:

• Fixed: Awards a fixed number of points when the Custom event occurs.
• Proportional: Awards a defined number of points (X) for every predefined value (Y) in the selected metric. The following Proportional methods are available:
  • Customer metadata: Value comes from a metadata attribute defined in the Customer schema.
  • Custom event metadata: Value comes from a metadata attribute defined as a property of the chosen event in the Event schema.

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Entered segment

Segments group customers based on defined filter criteria. The Entered segment earning rule ensures that the customer earns points only when the customer meets all segment conditions. There are two earning methods for the Entered segment earning rule:

• Fixed: Awards a fixed number of points when the customer enters the segment.
• Proportional: Awards a defined number of points (X) for every predefined value (Y) in the Customer metadata.

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Tier events

Loyalty tiers are different membership levels in a loyalty program, defined by a minimum and, optionally, maximum point range. Points are added when a specific tier-related change occurs, provided that all related conditions are met. There are the following Tier events:

• Joined tier structure: Customer earns points when they join the tier structure for the first time.
• Left tiers structure: Customer earns points when they left the tier structure.
• Tier upgraded: Customer earns points when they reach a higher loyalty tier.
• Tier downgraded: Customer earns points when they fall to a lower loyalty tier.
• Tier prolonged: Customer earns points when their current tier level is extended.

By default, the Tier events apply to Any loyalty tier. Optionally, you can define a Specific tier that will trigger the Tier event. There are two earning methods for the Tier events earning rule:

• Fixed: Awards a fixed number of points when the tier event occurs.
• Proportional: Awards a defined number of points (X) for every predefined value (Y) in the Customer metadata.