Mixed milestone

Create a multi-step loyalty journey by combining different action types — orders, reviews, referrals, and more — into a single sequential milestone program.

This feature is available for Advanced and Ultimate plans

What is "Mixed Milestone"?

Mixed Milestone lets you build a sequential customer journey where each step can have a different action type. Instead of a single repeated action (e.g., "place 5 orders"), you can design experiences like:

"Place 3 orders → Write 2 reviews → Refer 1 friend"

Customers must complete each step in order before moving to the next. This creates a sense of progress, enforces healthy engagement habits, and drives behaviors that matter to your business.

Why use Mixed Milestone?

Problem with single-type milestones	How Mixed Milestone solves it
Customers can skip steps or game the order	Enforces sequential completion
3 separate programs feel disconnected	One unified journey on the storefront
No sense of "where am I in the journey?"	Clear step-by-step progress indicator
Difficult to guide post-purchase behavior	Design: buy → review → refer → buy again

How to set up a Mixed Milestone

1

Go to Milestone

From the Joy admin, choose Reward programs → Milestones → click Add rule

2

Select "Mixed milestone" as the Type

In the Type dropdown, select Mixed milestone.

You'll see a description: "Create a journey with multiple action types. Customers complete each step sequentially to earn rewards."

3

Set up Rule Information

Fill in:

• Rule name — e.g., "Loyalty Journey"

• Start date / End date — optional date range for the program

4

Add milestone steps

Each step in a Mixed milestone has its own action type. Click Add milestone to add steps.

For each step, configure:

1. Step type — choose from:

   • Number of orders

   • Amount spent

   • Earned points

   • Number of reviews

   • Number of referrals

   • Subscription cycles

2. Target value — how many of the action is required (e.g., 3 orders)

3. Step description — shown to customers on the storefront (e.g., "Place your 3rd order")

4. Reward — what the customer earns when completing this step (points, discount, free gift, store credit, free shipping)

5. Reward logic — choose how rewards are given:

   • Grant all rewards — customer receives all rewards for this step automatically

   • Customer picks — customer chooses from the available rewards (set how many they can pick)

You can drag and drop steps to reorder the journey. The order matters — customers must complete steps from top to bottom.

5

Configure order requirements (if applicable)

If any step uses Number of orders or Amount spent, you can set:

• Minimum order requirement — optional minimum spend or quantity per order

• Anti-cheat — prevent customers from gaming the system with quick refunds

6

Save and activate

Click Save to apply your changes, then Turn on to activate the program.

Customers will see the journey on your storefront with their current progress highlighted.

Mixed milestone step types

Step type	Example target	Notes
Number of orders	3rd order	Requires minimum order settings if enabled
Amount spent	$500 total	Cumulative across orders
Earned points	1,000 points	Based on total earned points
Number of reviews	2 reviews	Product reviews submitted
Number of referrals	1 referral	Successful referrals who make a purchase
Subscription cycles	3rd billing cycle	Requires Shopify Flow connected. Learn more →

Reward options per step

Each step can offer one or more rewards:

Reward type	Description
Points	Bonus points added to customer balance
Store Credit	Cash credit applied to the customer account
Discount Amount	Fixed dollar discount on next order
Discount Percentage	Percentage off on next order
Free Shipping	Free shipping on next order
Free Gift	A specific product added to the cart

If you select Store Credit as a reward for any step, you'll be prompted to grant store credit access permissions. This is a one-time grant that applies across all programs.

Tips for designing effective journeys

• Start easy — put lower-friction actions first (orders before reviews)

• Increase value as steps progress — bigger rewards for harder steps

• Keep it short — 3–5 steps is ideal; too many steps reduce completion

• Use descriptions — clear step descriptions help customers understand what to do next

• Test from the customer's view — use the Joy widget preview to see how the journey looks on your storefront

Need help?

Contact us via the live chat widget in your Joy admin, or email us at [email protected].