Shop Anniversary Earning Rule

Overview

The Shop Anniversary Earning Rule automatically rewards customers with loyalty points on the anniversary of when they created an account in your store. This date-based earning rule celebrates customer loyalty milestones and encourages continued engagement year after year.

Points are awarded annually on the date of the customer's account creation, creating a meaningful touchpoint that recognizes their relationship with your brand.

Configuration

Basic Settings

Setting	Description	Default
Enable/Disable	Turn the shop anniversary earning rule on or off	Enabled
Points Awarded	Number of points given on anniversary	150 points

Setup

1. Navigate to Loyalty Program > Earn Points in the Keystone Loyalty Rewards App
2. Select Shop Anniversary Earning Rule
3. Toggle to Enabled
4. Set the points value (e.g., 150 points)
5. Click Save

Anniversary Date Determination

What is the "Account Creation Date"?

The shop anniversary is based on:

• Date the customer account was created in your Shopify store
• Account creation timestamp (when they signed up or their account was automatically created)

Example Timeline

Customer Journey:
├─ Account Created: January 15, 2024 ← Shop Anniversary Date
├─ First Order Placed: January 20, 2024
├─ Order Paid: January 20, 2024
├─ Order Fulfilled: January 22, 2024
└─ Second Order: February 10, 2024

Anniversary Dates:
├─ Year 1: January 15, 2025 → 150 points
├─ Year 2: January 15, 2026 → 150 points
└─ Year 3: January 15, 2027 → 150 points

Point Distribution

Daily Processing

The system runs a scheduled job every day to:

1. Query all customers with anniversaries matching today's date
2. Check if they've already received anniversary points this year
3. Award points to eligible customers
4. Record transactions

Annual Rewards

Customers earn anniversary points once per year:

Year	Anniversary Date	Points Awarded	Tenure
2025	January 15	150	1 year
2026	January 15	150	2 years
2027	January 15	150	3 years
2028	January 15	150	4 years

Use Cases

1. Loyalty Milestone Celebration

Strategy:

• Anniversary points: 150
• Personalized email highlighting customer journey
• Include "milestones achieved" (total orders, total spent, favorite products)
• Offer anniversary-exclusive discount

Expected Results:

• Stronger emotional connection
• Increased brand loyalty
• Higher lifetime value

Best Practices

1. Make Points Meaningful

Set anniversary point values that feel special:

Customer Value	Point Value	Redemption Equivalent
New/Moderate	100-150 points	$1.00-$1.50
Regular	150-250 points	$1.50-$2.50
VIP	250-500 points	$2.50-$5.00

Tip: Anniversary points should be higher than routine earning to feel significant.

2. Combine with Personalization

Make anniversaries memorable with personalized communications including customer's name, years as a customer, achievement highlights (total orders, favorite products, total savings), anniversary points announcement, special offers, and thank you messages.

3. Encourage Forward Momentum

Use anniversaries to drive action:

Immediate:

• "Use your anniversary points on us!"
• "Here's a special discount just for today"
• "Shop our anniversary exclusive collection"

Future-focused:

• "Here's to another great year together!"
• "Can't wait to see you reach year 3!"
• "Join our VIP program for even more perks"

Related Features

• Birthday Earning Rule - Similar date-based rule
• Customer Data - View customer tenure and history
• Customer Tiers - Combine with tier progression
• Customer Email Notifications - Anniversary email setup

Summary

The Shop Anniversary Earning Rule helps you:

Celebrate loyalty milestones with automatic annual rewards Recognize customer tenure and long-term relationships Drive anniversary purchases with timely engagement Track retention rates by anniversary cohorts Build emotional connections through meaningful recognition

Anniversary rewards show customers you value their continued patronage and help turn one-time buyers into lifelong fans!