Rule engine

Set up smart rules to reward customers automatically based on their actions

This feature is available for: Advanced and Enterprise plan

What is Rule Engine?

The Rule Engine lets you create and manage conditions to earn, redeem, and adjust points based on customer behaviors, like making a purchase or referring a friend.

Types of Rules You Can Set Up

Earn Points Rules Reward customers when they:

• Place orders

• Refer a friend

• Celebrate a birthday

Redeem Points Rules

• Let customers exchange points for discounts, gifts, or free shipping.

Adjust Points (Custom Actions)

• Add or remove points for custom reasons (e.g., customer support cases)

How to Create a Rule

1

Click "Add Rule"

Choose Earn Points, Redeem Points, or Adjust Points

2

Set Rule Conditions

• Condition Example: Order total over $100.

• Reward Example: Earn 500 points.

3

Add Rule Information & Reward

• Rule Name: Short, clear name (e.g., "First Order Bonus").

• Description (optional): Explain what this rule does.

4

Save & Activate

Click Save, and Enable the rule to go live

Switch Enable/Disable toggle to activate the rule

How to edit, disable or delete a rule

1

Choose reward programs, then click on the program that you want to edit

2

Edit the rule of the program

3

Disable or delete the program

Easily disable or delete the program whenever you need

Pro Tips

✅ Start simple: Set up one earning and one redeeming rule to begin. ✅ Test rules: Place a test order to confirm points are awarded. ✅ Mix rules: Combine earn and redeem rules for full loyalty flow.