# Place order

{% hint style="info" %}
This feature is available in **All** plans
{% endhint %}

### What is "Place order" feature? <a href="#user-content-what-is-place-order-feature" id="user-content-what-is-place-order-feature"></a>

**Place Order** is a core component of Joy Loyalty that allows you to reward customers for their purchases. It automatically assigns **points** or **store credit** to customers when they complete an order on your store, based on rules you define.

### Why do you need this feature? <a href="#user-content-why-do-you-need-this-feature" id="user-content-why-do-you-need-this-feature"></a>

Place Order Rewards are a key component of your loyalty program, rewarding customers every time they make a purchase. This not only incentivizes repeat purchases but also helps build long-term loyalty by offering something extra each time a customer places an order.

### How to set up this feature on your store <a href="#user-content-how-to-set-up-this-feature-on-your-store" id="user-content-how-to-set-up-this-feature-on-your-store"></a>

#### Access Place order <a href="#user-content-access-place-order" id="user-content-access-place-order"></a>

1. Click on **Reward programs**
2. Go to **Earning programs** and you can access the list of programs here

#### Program information <a href="#user-content-program-information" id="user-content-program-information"></a>

* **Program name:** Enter a descriptive name
* **Description:** Define your reward formula using the format
* **Date range:**
  * **Static date:** Fixed start and end dates
  * **Dynamic date:** Enable earning rewards in 2 options:
    * The month of birth of customers, or
    * Specific date each month
  * Day of the week (Mon, Tue, Wed,...)

{% embed url="<https://app.arcade.software/share/cEehMY3RLcQCMwl3NIN8>" %}

#### Reward settings <a href="#user-content-reward-settings" id="user-content-reward-settings"></a>

**Reward type**

Choose what type of reward customers will earn:

| Reward type      | Description                                                                       |
| ---------------- | --------------------------------------------------------------------------------- |
| **Points**       | Customers earn loyalty points that can be redeemed for discounts                  |
| **Store credit** | Customers earn store credit (cash value) that can be applied directly at checkout |

{% hint style="info" %}
Store Credit is now supported natively in-app — no Shopify Flow setup required. When you select Store Credit as the reward type for the first time, Joy will prompt you to grant the necessary Shopify permissions inline. You only need to grant access once and it applies to all programs. See [Store Credit](https://help.joy.so/reward-programs/store-credit) for details.
{% endhint %}

<figure><img src="https://1367962225-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpAxc1paAgix94BNLrez8%2Fuploads%2Fgit-blob-f18726cfcc5c2ab6e7d458ccb35eedae2aaafc8a%2Fimage%20(583)%20(2).png?alt=media" alt=""><figcaption></figcaption></figure>

**Rewarding method**

Choose how rewards are calculated:

| Method                                                 | Description                  | Example                     |
| ------------------------------------------------------ | ---------------------------- | --------------------------- |
| **Give X points/credits for every Y amount spent**     | Rewards based on order total | 1 point per $1 spent        |
| **Give X points/credits once when spending reaches Y** | One-time reward at threshold | 100 points when order ≥ $50 |
| **Give X points/credits for every Y items purchased**  | Rewards per item quantity    | 5 points per item           |
| **Give X points/credits for each order**               | Fixed reward per order       | 10 points per order         |

**Rewarding amount**

Enter the reward value:

* **If Points:** Enter number of points (e.g., `1` points)
* **If Store Credit:** Enter credit amount in your currency (e.g., `1` credits)

***

* **Apply for:** Choose the members that can earn rewards in the program
* **Rewarding method:** Choose the way customers can earn rewards
* **Check if:** Set up and select condition type for your program
* **Reward availability:** Choose how conditions apply
  * **All conditions are met:** Customer must satisfy every condition
  * **Any conditions are met:** Customer must satisfy at least one condition
* Set specific criteria for:
  * **Customer:** Target based on customer attributes
  * **Order:** Apply rules based on order details
  * **Product:** Set conditions for specific products
  * **Collection:** Apply rules to product collections

> Make sure to use the correct logic to ensure that your conditions work as intended

<figure><img src="https://1367962225-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpAxc1paAgix94BNLrez8%2Fuploads%2Fgit-blob-0d2ac25a42d9cd85165a2e9504de21dff2857598%2Fimage%20(584)%20(2).png?alt=media" alt=""><figcaption></figcaption></figure>

#### Multi-Currency Earning Rates

If your store sells in multiple currencies (Shopify Markets), you can set **different earning rates per currency** so customers in different markets earn points at a rate that makes sense for their local prices.

{% hint style="info" %}
Multi-currency earning rates are available on **Advanced** and **Ultimate** plans.
{% endhint %}

**How to enable:**

1. In the **Reward settings** section, toggle on **Apply different rates by currency**
2. A list of all currencies enabled in your store appears — each showing the presentment currency code (e.g., USD, EUR, GBP, SGD)
3. Your **primary currency** shows the default rate and cannot be removed
4. For each additional currency, set an override earning rate

**Example:**

| Currency      | Rate             |
| ------------- | ---------------- |
| USD (primary) | 1 point per $1   |
| EUR           | 1 point per €2   |
| GBP           | 1 point per £1.5 |
| SGD           | 1 point per S$3  |

When a customer places an order, Joy reads the **presentment currency** (the currency the customer actually paid in) and applies the matching rate. If no override is set for a currency, the primary currency rate is used as fallback.

{% hint style="info" %}
**Tip:** To keep earning value consistent across markets, set rates proportional to exchange rates. If 1 EUR ≈ 1.1 USD, set EUR at a slightly higher point threshold so the reward value stays equivalent.
{% endhint %}

#### Rewarding conditions <a href="#user-content-rewarding-conditions" id="user-content-rewarding-conditions"></a>

* **Rounding and priority:** Choose rounding method
* **Reward for additional fee:** Include shipping/taxes in calculation (optional)

#### Fraud prevention <a href="#user-content-fraud-prevention" id="user-content-fraud-prevention"></a>

Protect your program by Fraud prevention setup:

1. Click **Turn on**
2. **Maximum Earning By This Rule:** Set max rewards customers can earn from this rule
3. **Set earning limit:** Limit how often rewards can be earned
4. **Automatically revoke for cancelled/refunded orders:** Points or store credit will be revoked if order is cancelled/refunded

{% embed url="<https://app.arcade.software/share/GsPYYFktD5QhRnjxAJsK>" %}

#### Save <a href="#user-content-save" id="user-content-save"></a>

Click **Save** to apply your changes.

***

### Customer Experience <a href="#user-content-customer-experience" id="user-content-customer-experience"></a>

#### With Points <a href="#user-content-with-points" id="user-content-with-points"></a>

When a customer places an order, they will see their earned points in:

* Joy Widget
* Loyalty Page in their account
* Account page
* Order confirmation email (if notifications enabled)
* ...

#### With Store Credit <a href="#user-content-with-store-credit" id="user-content-with-store-credit"></a>

When a customer places an order and earns store credit:

1. Store credit is automatically added to their account
2. Store credit can be applied at checkout on their next purchase

<figure><img src="https://1367962225-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpAxc1paAgix94BNLrez8%2Fuploads%2Fgit-blob-4d81ed9d190feb7bc6aebf36f0d3f28ecec56ec0%2Fimage%20(585)%20(2).png?alt=media" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1367962225-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpAxc1paAgix94BNLrez8%2Fuploads%2Fgit-blob-5cfa8b01f695dd07c390d456a6fcc826cd2b94e4%2Fimage%20(586)%20(2).png?alt=media" alt=""><figcaption></figcaption></figure>

***

### FAQs <a href="#user-content-faqs" id="user-content-faqs"></a>

**What currency do you use to calculate the rewards?**

By default, Joy uses your store's **primary currency** (the shop currency set in Shopify admin). All rewards are calculated based on the order subtotal in the primary currency.

If you enable **Multi-Currency Earning Rates**, Joy instead reads the customer's **presentment currency** (the currency they actually paid in) and applies the matching override rate. This lets you reward customers fairly across different markets without manual conversion.

**Are shipping and taxes included in the calculation of rewards?**

If you choose the reward customer on the amount they spent, then: no, they are not. We will only add up the total price of the products matching the conditions (you can whitelist some of the products out of the program) in the order.

**How can I exclude orders from other platforms in my loyalty program?**

You can use the "Check if" conditions to exclude orders coming from non-Shopify sources. In your loyalty program settings:

1. Go to the **Check if** section
2. Select **Order**
3. Choose **Exclude orders by tags**
4. Add the tag that identifies non-Shopify orders or the platform you don't want to add rewards (e.g., "external-platform")

**Do I need to tag my external orders?**

Yes. You'll need to ensure all orders from external platforms are consistently tagged in your Shopify admin.

**What's the difference between Points and Store Credit?**

| Aspect         | Points                                 | Store Credit                            |
| -------------- | -------------------------------------- | --------------------------------------- |
| **Value**      | Abstract units, redeemed for discounts | Real currency value ($)                 |
| **Redemption** | Must be converted to discount          | Applied directly at checkout            |
| **Best for**   | Long-term loyalty building             | Short-term retention, cashback programs |

**Can I switch from Points to Store Credit mid-campaign?**

Yes, but existing earned rewards will remain in their original type. Only new orders will earn the updated reward type.

**Do I need special permissions for Store Credit?**

Yes. Store Credit requires additional Shopify permissions, but you don't need to go to a separate settings page. Simply select **Store Credit** as the reward type in Place Order (or any supported program) and Joy will show a prompt to grant access inline. Grant it once and it applies to all programs.
