Setting Up Point Multiplication and Accrual

Once your infrastructure is synced, you can configure the core behavior of your loyalty engine: the earning mechanics. This lesson covers how to build a rewarding entry experience for new members, structure transaction-based point formulas, leverage social media incentives, and isolate rules by loyalty tiers and regional markets.

Key Takeaways

• Activating the Loyalty Engine: Your earning pathways remain staged in a draft environment while you configure them. To make your point structures visible to storefront shoppers, you must explicitly click the master activation button in the upper right-hand corner of the workspace once your rule parameters are finalized.

• Kick-Starting the Member Lifecycle: Offering an immediate point payout upon registration creates an incentive for shoppers to create an account. You can configure a sign-up reward (e.g., $25\text{ Academy Points}$) and customize the merchant-facing text layout—such as labeling the registration header "Join the Leat Academy" and updating the primary action link text to "Join the club".

• Structuring Transaction-Based Accrual: The transactional engine matches point payouts directly to real-time checkout values (e.g., earning $1\text{ Point}$ for every $1\text{ Euro}$ spent). You can map a custom destination URL to the primary call-to-action button (such as changing the text to "Discover our collection" and linking it directly to your central Shopify collections page) to guide users back to your catalog.

• Isolating Rules by Loyalty Tiers: Every individual earn rule features a target audience checklist. While most setups globally enable earning rules across all member profiles, you can restrict specific rules by tier. For example, you can allow lower-tier segments to accumulate standard order points while moving your highest-tier VIP members off point accruals and onto a standing percentage discount structure.

• Leveraging Social and Milestone Micro-Incentives: The template library provides ready-made modules to incentivize actions beyond purchases, such as filling out birthday profiles or tracking social media engagement. When setting up an Instagram or TikTok follow rule, entering your handle auto-populates the instruction fields. The system automatically pulls native network icons, but allows you to upload a custom branded asset under $100\text{px}$ to match your aesthetic.

• Time-Zone Precautions and Regional Multi-Markets: If a rule is built for a temporary promotion, you can assign an explicit start time and date window. Always verify the active time-zone suffix (e.g., EDT) before scheduling time-bound campaigns to prevent premature launches. Additionally, you can limit rules to specific regions by using the markets dropdown, or leave it blank to apply the rule globally across all international storefronts.

Shopify Dashboard Checklist

1. Open your Shopify dashboard, navigate to the loyalty plugin menu, and click Loyalty program > Earn rules.

2. Select the Sign up template row to open its configuration panel.

3. Input your point bounty value (e.g., 25), personalize your title header text and button labels, verify the automated start date matches your target launch, and click Save.

4. Open the Order placed module, establish your baseline purchase spending formula (e.g., 1 point per 1 Euro spent), and type your customized catalog navigation text into the button label field.

5. Paste your targeted Shopify collection page URL into the destination link box, ensure all active tier checkmarks are selected, and click Save.

6. Select the Birthday template, input your celebratory point value (e.g., 50), assign the valid member tiers, and save.

7. Select the Instagram follow template, enter your exact corporate social handle profile name, input a completion point value (e.g., 10), and choose your preferred icon style.

8. (Optional) Use the Markets selector checklist to restrict this social media incentive to a specific country domain (such as your Dutch or Canadian storefront), or leave it unselected to apply it globally.

9. Verify the scheduled start times against your local time zone parameters and hit Save.

10. Scroll to the top of the main layout dashboard screen and click the master activation switch to push your earning rules live.