Set up your program
Ways to earn
Ways to earn in the app menu is where you name your program, decide what earns points and how many, and set when points can be spent and when they expire.
Program basics
| Setting | What it does |
|---|---|
| Program name | Shown at the top of the widget and as the sender name of customer emails. |
| What points are called | Lowercase and plural — "points", "stars", "coins". Leave it as "points" and shoppers see the word in their own language. |
Core actions
Each action can be switched on or off and given its own number of points.
| Setting | What it does |
|---|---|
| Create an account | A welcome bonus when a customer joins the program. |
| Place an order | Points for every unit of your currency spent, once the order is paid. Counted before tax and shipping, after discounts. VIP multipliers apply on top. |
| Refer a friend | Two amounts: one for the friend when they sign up through the link, one for the member when the friend's first order is paid. See Referrals. |
| Celebrate a birthday | Points during the customer's birthday month, once a year. Customers enter their birthday in the widget. |
Social actions
Points for following your Instagram, Facebook, TikTok or X account. Add the profile link (starting with https://) for each one you turn on. The widget opens the link and credits the points.
Pending period
Points from orders and referrals wait for a number of days before they can be spent — 14 by default. During that time the customer sees them as pending in the widget, and a refund or cancellation can take them back before they're spent.
Match it to your return window. Use 0 to make points spendable straight away. A change applies to new orders.
Points expiry
Optionally, a member's whole balance expires after a number of months with no activity — no orders, no rewards redeemed, nothing earned. Any activity restarts the clock, so active customers never lose points.
- Expire points after — choose a number of months, or Never (the default).
- Send a reminder email before — how many days before a member's points expire, once per member. Use 0 for no reminder. Needs customer emails turned on.
Which plan includes what
Signups and orders work on every plan. Referrals, birthday and social actions and points expiry need the Growth plan or higher. You can set them up on any plan; customers just won't see them until you upgrade. See Plans & billing.