Order Earning Rule

Overview

The Order Earning Rule allows customers to earn loyalty points when they make purchases in your store. This is typically the most commonly used earning rule, rewarding customers based on their spending behavior.

You can configure points to be awarded when an order is paid or fulfilled, giving you flexibility in how and when customers receive their rewards.

Configuration Options

1. When to Award Points

Choose when customers receive points for their orders:

Option	Description	Use Case
Order Paid	Points awarded when payment is processed	Reward customers immediately upon purchase
Order Fulfilled	Points awarded when order is shipped/delivered	Only reward completed transactions

Recommendation: Use "Order Paid" for faster gratification, "Order Fulfilled" to prevent fraud or reduce points from cancelled orders.

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2. Order Type Selection

Control which order types are eligible for earning points:

• One-time purchases only
• Subscription orders only
• Both one-time and subscription orders

Mixed Order Handling

When an order contains both one-time purchase items and subscription items:

• If "One-time purchases only" is selected → Only one-time purchase line items are included in points calculation
• If "Subscription orders only" is selected → Only subscription line items are included in points calculation
• If "Both" is selected → All line items are included in points calculation

Example:

Order #1234:
├─ Product A (one-time): $50
├─ Product B (subscription): $30
└─ Product C (one-time): $20

Total Order Value: $100

Points Calculation (10 pts per $1):
├─ One-time only: $70 × 10 = 700 points
├─ Subscription only: $30 × 10 = 300 points
└─ Both: $100 × 10 = 1,000 points

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3. Points Calculation Options

You can award points in two ways:

A. Points per Order (Flat Rate)

Award a fixed number of points regardless of order value.

Example:

• Points per order: 50 points
• Result: Every qualifying order earns 50 points

B. Points per Currency Spent

Award points based on the order value using a points-per-currency ratio.

Example:

• Points per $1 spent: 10 points
• Order value: $50
• Result: Customer earns 500 points

C. Both Order + Value Points

Combine both methods for maximum flexibility.

Example:

• Points per order: 50 points
• Points per $1 spent: 10 points
• Order value: $50
• Result: Customer earns 550 points (50 + 500)

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4. Order Value Components

Customize which parts of the order are included when calculating value-based points:

Component	Description
Total Savings	Total amount saved from discounts
Taxes	Sum of all taxes applied
Shipping	Total shipping costs

Note: Subtotal (price after discounts, before shipping/taxes/tips) is always included as the base for point calculations.

Examples

Scenario 1: Subtotal Only (Default)

Order Details:
├─ Subtotal: $100
├─ Discount: -$20 (Final subtotal: $80)
├─ Taxes: $8
├─ Shipping: $12
└─ Total: $100

Points earned (10 points per $1): 800 points (based on $80 subtotal)

Scenario 2: Include Total Savings

Order Details:
├─ Subtotal: $100
├─ Discount: -$20 (Final subtotal: $80)
├─ Taxes: $8
├─ Shipping: $12
└─ Total: $100

Points earned (10 points per $1): 1,000 points
Calculation: ($80 subtotal + $20 savings) × 10 = 1,000 points

Scenario 3: Include Everything

Order Details:
├─ Subtotal: $100
├─ Discount: -$20 (Final subtotal: $80)
├─ Taxes: $8
├─ Shipping: $12
└─ Total: $100

Points earned (10 points per $1): 1,200 points
Calculation: ($80 + $20 savings + $8 taxes + $12 shipping) × 10 = 1,200 points

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5. Minimum and Maximum Order Value

Set thresholds to control when points are awarded:

Setting	Purpose	Example
Minimum Order Value	Require a minimum spend to earn points	Orders under $25 don't earn points
Maximum Order Value	Set a maximum threshold for eligibility	Orders over $500 don't earn points
Both	Combination of min and max	Only orders between $25-$500 earn points

Important: Orders outside the defined range (below minimum or above maximum) do not qualify for points at all.

Use Cases

Minimum Value:

• Encourage larger purchases
• Prevent points gaming with small orders
• Set quality thresholds for rewards

Maximum Value:

• Control loyalty program costs
• Prevent excessive points from very large orders
• Exclude wholesale or bulk orders
• Focus rewards on typical customer purchases

Setting Up Order Earning Rule

Step 1: Enable the Rule

1. Navigate to Loyalty Program > Earn Points in the Keystone Loyalty Rewards App
2. Select the Order Earning Rule
3. Toggle the rule to Enabled
4. Save the changes

Step 2: Select Purchase Types

Choose which purchase types earn points:

• One-time purchases
• Subscription orders
• Both

Step 3: Define Point Values

Option A: Points per Order

• Set points awarded per order
• To disable: Set to 0

Option B: Points per Currency

• Set points per $1 spent
• To disable: Set to 0

Option C: Both

• Enable both by setting values greater than 0 for each
• You can award points for orders, spending, or both

Step 4: Customize Value Calculation

Select which components to include:

• Total Savings (discounts applied)
• Taxes
• Shipping

Step 5: Set Thresholds (Optional)

For Points per Order:

• Minimum order value to qualify for order points
• Maximum order value to qualify for order points

For Points per Currency:

• Minimum order value to earn value-based points
• Maximum order value to earn value-based points

Note: You can set different thresholds for each point calculation type. For example, require a $25 minimum for order points but no minimum for value-based points.

Step 6: Save Changes

Click Save to activate the rule.

Note: Webhook trigger settings (Order Paid vs. Order Fulfilled) are configured in Loyalty Program Settings.

Best Practices

1. Start Simple

Begin with basic configuration (points per dollar on subtotal) and add complexity as needed.

2. Balance Generosity with Sustainability

Calculate your margins to ensure point values are sustainable long-term.

Example Calculation:

Average order value: $100
Profit margin: 30% = $30
Points awarded: 100 points (1 point per $1)
Point redemption value: 1 point = $0.10
Cost of points: 100 × $0.10 = $10
Loyalty program cost: $10 / $30 = 33% of profit margin

3. Align with Business Goals

Goal	Configuration Strategy
Increase average order value	Set minimum order threshold
Encourage subscriptions	Award bonus points for subscription orders
Reward loyal customers	Include total savings to reward discount users
Control costs	Set maximum order value cap

4. Communicate Clearly

Make sure customers understand:

• How many points they'll earn
• When they'll receive points (paid vs fulfilled)
• Any minimum requirements
• How to track their points

Related Features

• Coupon Rewards - How customers redeem earned points
• Customer Data - View customer earning history
• Transactions - Track all point transactions
• Retroactive Points - Award points for past orders

Summary

The Order Earning Rule is your primary tool for rewarding customer purchases. With flexible configuration options, you can:

Choose when points are awarded (paid or fulfilled) Customize point values (flat rate or value-based) Control which order components earn points Set minimum and maximum thresholds Track detailed analytics per customer and shop-wide

Start with basic settings and refine based on customer behavior and business metrics.