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.

The Order Earning Rule has two modes:

• Basic – a single, flat rule (the options described below). This is the default and works out of the box.
• Advanced – a conditional rule builder that lets you create multiple IF → THEN rules to target specific products, collections, order values, and more. See Advanced: Conditional Earning Rules.

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

Advanced: Conditional Earning Rules

By default the Order Earning Rule is a single, flat rule. Switching the card to Advanced unlocks a conditional rule builder, letting you create multiple earning rules that award points only when an order matches the conditions you define - so customers earn points exactly the way you decide.

Plan availability: Conditional earning rules are part of the Loyalty Points Advanced plan. On other plans the card stays in Basic mode and any saved advanced rules are ignored at award time.

Basic / Advanced toggle

Each configuration card has a Basic / Advanced segmented toggle:

• Basic keeps the original simple fields described above.
• Advanced reveals the condition builder. Your existing Basic configuration is carried over as the base rule, so no points behaviour changes until you add new rules - switching modes never loses data.

The selected mode is saved and restored on your next visit.

How a rule reads

Every rule is built as a sentence:

IF [all / any] of the following conditions are met
   [condition]
   AND / OR [condition]
   ...
THEN the customer earns [reward]

You compose each part with simple pickers and inputs - no code required. A rule matches when its conditions are satisfied, and the matching rule's reward is then awarded.

Condition types

Condition	What it checks	Operators
Order value	The order total	is above / below / between
Number of items	How many items are in the order	is above / below / between
Order contains product	The order includes a specific product	is / is not
Order contains collection	The order includes a product from a collection (Shopify smart collections supported)	is / is not
Purchase type	One-time, subscription, or both	is
Customer's first order	Whether it is the customer's first purchase	is true

Exclusions: the product and collection conditions support does not contain (the "is not" operator), so you can exclude sale items, clearance collections, or specific SKUs from earning.

Combining conditions: chain conditions with AND / OR. AND requires every condition in the group; OR starts a new group and the rule matches if any group matches.

Reward types

When a rule matches, choose how points are awarded:

Reward	Description	Example
Fixed points	A flat bonus added to the order	+50 points
Points per currency	Points scaled by order value	2 points per $1
Multiplier	Multiplies the base points (minimum 1×)	2× base points

Constraints: a multiplier cannot be below 1×, fixed bonus points cannot be negative, and product/collection conditions must have at least one resource selected.

Quick-start presets

Instead of building from scratch, start from a preset and tweak it:

• Big order bonus – reward orders above a value threshold
• More items bonus – reward larger baskets
• Specific product bonus – bonus points on a featured product
• First-order welcome – reward a customer's first purchase

A blank Custom rule is also available for full control.

Points calculator

A built-in points calculator lets you preview your rules before going live:

1. Enter an example order value (and, where relevant, products and quantities) to build a dummy order.
2. The calculator shows a breakdown of how each active rule contributes to the total, including which rules were triggered.
3. Results update live as you adjust rules or order inputs.

Examples

High-value skincare bonus

IF  order value is above $100
AND order contains a product from the "Skincare" collection
THEN earn 2 points per $1

Welcome new customers

IF  it is the customer's first order
THEN earn 2× base points

Protect your margins (exclusion)

IF  order does NOT contain a product from the "Clearance" collection
THEN earn points as normal

Notes

• Each rule has its own enable/disable toggle, so you can run seasonal promotions or tests without affecting other rules. A disabled rule is kept but excluded from calculations.
• All points for an order are still credited in a single transaction, so refunds stay proportional.
• Backward compatible: shops that never open Advanced keep their existing Basic behaviour exactly, with no migration required.
• Retroactive points award base points only - conditional advanced rules are not applied retroactively.

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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 Build multiple conditional rules in Advanced mode to target products, collections, and order conditions Track detailed analytics per customer and shop-wide

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