Setting Up and Managing Your Member Points Program

You can establish and strengthen customer relationships by setting rules for members to earn and use points through point rewards.

To learn more about customizing points rules via API, please refer to Customizing Point Earning Rules via API in Member System.

Enabling/Disabling Points Settings

You can enable or disable the Points module in the Member System at any time.

After setting the points earning and usage rules for your store, please make sure that you have turned on the Points module.

If the dot turns green on the right side of the Points module in the menu, or the Current status on the Points page is Active, the current points rules are enabled.

You can go to Points > Current status and turn the status into Active.

You can also click this switch again to disable the Points system when it’s already enabled.

Upon disabling the Points module, the point earning and usage rules will become invalid, and the corresponding points data won’t be displayed on the member panel.

 

Points Operation Assistant

If you are configuring points for the first time or wish to optimize the current point settings, you can utilize the Points Operation Assistant.

Go to Member System > Points and click the Still not satisfied with the results? button in the upper right corner.

 The Member System will personalize a best-fit points plan for you by leveraging AI big data models combined with your store data, covering points acquisition and usage methods. Simply click One-click application to start using it.

 To ensure optimal effectiveness, after each use of the Points Operation Assistant, you need to wait for seven days before optimizing the current points plan using the assistant again.

Alternatively, based on your operational conditions, you can independently adjust individual point earning rules or point usage rules.

Setting Up Point Earning Rules

Point earning rules define how and when members earn points in your store. You can create, edit, or delete point acquisition methods to reward customer actions such as placing orders, registering accounts, subscribing to emails, or engaging on social media.

Adding Acquisition Method of Points

Go to Member System > Points > Earn Points  >Add a way.

Procedure

Step 1: Choose the method for customers to earn points.

The Lite version of the Member System currently supports nine ways to earn points, while the Growth and Pro versions support 12.

Each method can have a point earning rule, which you can set according to your needs.

Example: Earning points after a successful order.
 

1. Range: You can select the applicable customer range for the rule and set different point earning rules based on customers’ membership statuses and levels.
   • All members: All customers will receive points after placing an order.
   • Specific members: Assigned membership level/non-members are eligible to receive points.
2. Points: In this section, you can configure the following settings:
   • Set the points earning rate: Define the spending amount and the number of points customers can earn. For example, for every $10 spent, customers earn 1 point.
   • Set the spending threshold: Specify the minimum spending amount required before customers can earn points.
   • Exclude specific purchase scenarios: You can choose to exclude certain order amounts from point calculation, including:
     • Buying gift cards: Spending on gift card products will not be counted toward earning points.
     • Buying paid memberships: Spending on paid membership plans will not be counted toward earning points.
     • Paying with gift cards: Amounts paid using gift cards will not be included in point calculation.
     • Paying with store credits: Amounts covered by store credits will not be included in point calculation.
3. Point are given: You can set the time for point distribution.
   • When order is placed: Points are issued immediately after the customer places an order.
   • Once order is paid: Points are issued after the customer completes payment.
   • Once a shipment is fulfilled: Points are issued after the order has been shipped.

   • Delayed arrival: Check this option to delay point issuance by a set number of days after the trigger selected above. Enter a whole number between 1 and 366 (default: 30). For example, if you select Once a shipment is fulfilled and enter 14, customers will receive their points 14 days after their order ships.

     Note: The Delayed arrival option is available on the Growth plan and above only. On Lite and Starter plans, this option is unavailable.

4. Applicable products: You can restrict which products count toward earning points under this rule. Choose from:

   Note: This field is available for the Online Store channel only and does not appear for POS points earning rules.

   • All products (default): Every purchase counts toward points earned, regardless of product. 
   • Specific product category: Only purchases from the selected product categories count toward points earned. Click Select a category to choose one or more categories. 
   • Specific product: Only purchases of the selected products count toward points earned, regardless of which variant is purchased. Click Select product(s) to choose one or more products. Up to 500 products can be selected. 
   • Specific variant: Only purchases of the selected product variants count toward points earned. Click Select product variants to choose one or more product variants. Selecting a product automatically includes all of its variants; you can also select individual variants within a product. Up to 500 product variants can be selected.

   Notes:  When a rule applies to specific products or variants, customers will see a note on your storefront indicating that points can only be earned on selected products. If you remove a product or variant from this rule after a customer has already placed a qualifying order, the points for that order will be calculated based on the rule configuration at the time of purchase.

5. Overview: This section automatically summarizes key details of the points rule—such as the rule name, applicable customers, earning method, and validity period—so you can quickly verify your settings.
6. Rules display: Configure how this points rule appears to customers on your storefront.
   • Default: The system displays standard wording.
   • Custom: Enter your own rule name (e.g., "Earn Points on Successful Orders") and description (e.g., "Points will be awarded after a successful order and will be issued once payment is completed.") for clearer customer communication.
7. Icon: Set an icon to visually represent this rule.
   • Default: Use the system’s default icon.
   • Custom: Upload an 80×80 px icon that matches your brand style.

Editing Point Earning Rules

You can edit the existing rules for the acquisition method of points. After editing, customers will receive points according to the new rules.

Deleting Point Earning Rules

You can delete the established point acquisition methods.

Deletion process: Click a distribution method > Delete > Delete.

Setting Up Points Usage Methods

You can configure the methods for using points, allowing customers to redeem corresponding benefits through points spending. Different methods of using points can be configured separately for the online store and POS channels.

Adding Usage Method of Points

Access: Go to Member System > Points > Redeem Points > Add a way.

Step 1: Select a Points Redemption Method

The Lite and Starter version of the Member System currently supports four ways to use points, while the Growth and Pro versions support 5.

Each method can have a point acquisition rule, which you can set according to your needs.

Step 2: Configure Point Settings for the Selected Method

The available settings may vary depending on the selected points redemption method. For example, Coupon codes, Coupons, Shipping coupons, and Free products support additional redemption limit settings, allowing you to restrict how many times customers can redeem rewards within a specified period.

Example 1: Cash back

1. Points spent: You can set the points required to deduct USD 1 from the store.
   • Automatically deduct points after purchase: Your customers can use points to deduct cash when ordering products.
2. Usage threshold: You can set the minimum purchase amount to redeem or the accumulated points threshold for this promotion.

3. Usage limits: 

   • Max deduction:
     • Limit the points redeemable per order: Sets the maximum number of points a customer can use in a single order.
     • Limit the points deductible per order: Sets the maximum discount amount that can be applied per order using points.
   • Discount stacking: 
     • Can be combined with automatic discounts: Allows customers to use points together with automatic discounts applied to the order.
     • Can be stacked with discount codes: Allows customers to use points in combination with discount codes.
   • Refund rule:
     • Do not refund used points: When a customer requests a full order refund, any points used for the original purchase will not be returned to their account. Partial refunds and canceled orders do not restore redeemed points by default and are therefore not affected by this setting.

   Note: The "Do not refund used points" option: Is not selected by default. Is only available for the Online Store channel and does not appear in the POS channel cash back settings.

4. Applicable products: You can restrict which products are eligible for cash back redemption. Choose from:

   • All products (default): All eligible purchases can be redeemed for cash back, regardless of product.
   • Specific product category: Only purchases from the selected categories are eligible for cash back. Click Select a category to choose one or more categories. 
   • Specific product: Only purchases of the selected products are eligible for cash back, regardless of which variant is purchased. Click Select product(s) to choose up to 500 products. 
   • Specific variant: Only purchases of the selected product variants are eligible for cash back. Selecting a product automatically includes all of its variants; you can also select individual variants within a product. Click Select product variants to choose up to 500 variants.

   Note: If none of the products in a customer’s cart qualify under this rule, the cash back option won’t appear at checkout.

5. Rules display: Configure how the points redemption method is presented to customers on your storefront. The following options are available:

   Note: The Rules display section is available only for points usage settings in the Online Store channel and is supported for the Starter plan and above. POS points rules use the system’s default wording and do not support customization.

   • Default: The system displays standard wording for this points usage rule.
   • Custom: Enter a custom rule name (e.g., "Redeem Points for Cash Savings") and description (e.g., "Every 10 points can be redeemed for $1 USD. A minimum order of $20 USD is required, and the discount will be applied automatically at checkout.") to better align with your campaign messaging or brand voice.
6. Icon: Set an icon for this point redemption rule, which will be visible to your customers in the member panel.

Enterprise Merchant Exclusive: Custom Points Redemption

Enterprise merchants can choose how customers redeem points for cash at checkout:

• Full deduction (default): At checkout, customers can only choose whether or not to use points. If they choose to use points, the maximum number of points available for the order is deducted in full — customers cannot adjust the amount used.
• Customers choose points amount: At checkout, customers can enter the number of points they want to use (up to the maximum available for the order), allowing them to flexibly redeem points against part of the order amount.

If you are not an Enterprise merchant, click Learn more on the pay-with-points upgrade banner to see the specific differences between Enterprise and non-Enterprise merchants in the customer checkout experience. Enterprise merchants can switch the points redemption method from Full deduction to Customers choose points amount — this is a one-time switch.

If your store is eligible to switch but is still using Full deduction, a banner announcing this feature upgrade appears at the top of the points usage settings page. Merchants can manually collapse or expand the banner (expanded by default), which provides the following two actions:

• Upgrade now: Clicking Upgrade now opens a confirmation dialog. Once confirmed, the store switches to Customers choose points amount.

  

• View guide and configure: A new dialog appears showing Learn more and Set up now buttons. Follow the guide to configure the app in the Checkout Editor — once configured, the Custom Points Redemption feature is enabled.

  

How Customers Use Points at Checkout

Once an Enterprise merchant has switched to Customers choose points amount and added the corresponding app in the Checkout Editor, customers can enter the number of points they want to use at checkout. The steps below describe how customers do this at checkout:

1. The customer checks the Enter points to redeem checkbox.

   Note: If the customer is not logged in, their points balance is below the redemption threshold, or the order already has a discount applied that doesn’t support stacking, the checkbox will appear greyed out, with explanatory text shown below it — the customer cannot use points for the time being.

2. The customer enters the number of points they want to use in the input field. The system displays the message: “You can use up to {points} {points name} on this order to redeem {redeemable amount}.”

3. The customer clicks Redeem to complete the points redemption.

   Notes: If the number of points entered exceeds the maximum available for the order, an error message appears below the input field (“You can use up to: {points} {points name}”), and the Redeem button remains greyed out and unclickable until the customer adjusts the value to a valid amount. If the number of points entered cannot be redeemed for a whole-number amount, the system automatically rounds down to the largest redeemable number of points. For example, if 10 points = $1 and the customer enters 18 points, clicking Redeem automatically adjusts the amount to 10 points.

4. Once redemption is successful, the module displays “{points} {points name} used.” The customer can click Change to re-enter a points amount.

   Note: If the order amount or contents change before the customer clicks Redeem (for example, a shipping update or a discount code change), the system recalculates the maximum points available for the order, and the value the customer previously entered may need to be adjusted again.

Notes for Enterprise Merchants on Custom Points Redemption

• If a customer applies to redeem points for cash during checkout but payment fails, the points are only returned to the customer’s account after the order times out and is cancelled — consistent with how full points redemption is handled.
• If a customer has entered a points amount but has not yet clicked Redeem, the system does not save that input; the customer will need to re-enter the points amount if they return to the checkout page.
• If a customer’s points balance changes during checkout (for example, it drops below the amount they previously entered), the system informs the customer of the current maximum points available for them to adjust — it does not automatically apply points on the customer’s behalf.
• If order details change (for example, a shipping update or a change in stacked discounts), the system recalculates the maximum points available for the order and partially refreshes the points redemption module — customers should watch for the latest messaging on the page.

FAQ: Enterprise Merchant Custom Points Redemption

Q1: If my store is downgraded from Enterprise, can customers still choose their own points amount?

No. Once your store plan is downgraded to non-Enterprise, the points redemption method automatically reverts to Full deduction. At checkout, customers can only choose to use all available points or none at all.

Q2: After switching back to Enterprise, does the store automatically revert to custom points redemption?

No. You will need to manually switch the points redemption method to Customers choose points amount again in Points Settings.

Q3: What happens if I don’t add the app in the Checkout Editor?

The points redemption module will not appear on the customer’s checkout page, and customers will not be able to redeem points for cash until you add the app.

Example 2: Redeem coupon code

1. Points: Set the points required to redeem a coupon code, for example, 300 points for a 10% discount.
2. Discount requirements: Set the conditions for using the coupon code, whether unconditional, based on specified spending amounts, or for purchasing specific item quantities.
3. Using discount codes: You can specify if the coupon code is available for all or the owner only.
4. Products applicable: The range of products to which the discount applies.
5. Usage limits:
   • Stacked discounts: Determine whether the coupon code can be used simultaneously with automatic discounts other discount codes.
   • Expiry date settings: Set whether the redeemed coupon never expires or specify an expiration date.
   • Redemption limit: You can choose whether to limit how many times a customer can redeem the coupon within a specified period. Select Unlimited or Set limit. If Set limit is selected, configure the timeframe (days) and maximum redemptions allowed during that period.

6. Rules display: Configure how this rule is presented to customers on the storefront, helping them understand how to redeem points for discount coupons. The following options are available:

   Note: The Rules display section is available only for points usage settings in the Online Store channel and is supported for the Starter plan and above. POS points rules use the system’s default wording and do not support customization.

   • Default: The system displays standard wording for this points usage rule.
   • Custom: Enter a custom rule name (e.g., "Redeem Points for Discount Coupons") and description (e.g., "Redeem 300 points for a 30% off coupon. A minimum order of $20 USD is required, and the coupon can only be used by the account holder.") to better align with your campaign messaging or brand voice.
7. Icon: Set an icon for the coupon code.
    

Example 3: Redeem products

First, select the eligible items for redemption. In the product recommendation popup, choose an item that can be redeemed and then click Select.

1. Product information: You can view the selected product and make any necessary modifications.
2. Points: Specify the number of points required to redeem the product.
3. Using discount codes: You can specify if the discount code is available for all or the owner only.
4. Usage limits:
   • Stacked discounts: Determine whether the redeemed product can be used simultaneously with automatic discounts or discount codes.
   • Expiry date settings: Set whether the redeemed product never expires or specify an expiration date.
   • Redemption limit: You can choose whether to limit how many times a customer can redeem the product within a specified period. Select Unlimited or Set limit. If Set limit is selected, configure the timeframe (days) and maximum redemptions allowed during that period.

5. Rules display: Configure how this rule is presented to customers on the storefront, helping them understand how many points are required to redeem an item and any usage restrictions. The following options are available:

   Note: The Rules display section is available only for points usage settings in the Online Store channel and is supported for the Starter plan and above. POS points rules use the system’s default wording and do not support customization.

   • Default: The system displays standard wording for this points usage rule.
   • Custom: Enter a custom rule name (e.g., "Redeem Points for Exclusive Gifts") and description (e.g., "Redeem 500 points for a member-exclusive gift. Redeemed items are limited to the account holder and cannot be transferred.") to better align with your campaign messaging or brand voice.
6. Icon: Set an icon for the discount code.
    

Step 3: Configure Customer Redemption Display Options

Displaying Redemption Options on the Cart and Checkout Pages

When Cash back is enabled, it takes precedence over all other redemption methods. Only the Cash back option will be visible for customers to select and use on the cart and checkout pages.

Backend Settings

Frontend Display

If Cash back isn't configured, but Coupon codes, Coupons, or Shipping coupons are set, the Quick redeem entry option will appear. You can enable this feature to display the redemption prompt on the cart and checkout pages, encouraging customers to select and apply the coupon they wish to use.

Backend Settings

Frontend Display

Displaying the Redemption Cancellation Option

The Allow redemption cancellation option will be displayed if any of the following redemption methods are configured: Coupon codes, Coupons, Shipping coupons, or Free products. Checking this box allows customers to cancel unused redemptions even after they've been applied.

Backend Settings

Editing Usage Method of Points

You can edit the established point usage methods, and after editing, customers will redeem points according to the new rules.

Deleting Usage Method of Points

You can delete the established usage methods of points.

After deletion, the store will no longer display the deleted point usage methods. Points that have already been redeemed and associated discounts won’t be affected.

Deletion process: select a method for using points, click the Delete button, then click Delete again.

Setting Validity Period of Points

You can set the validity period for points obtained, making points expired beyond this period unusable. By managing the validity period of customer points, you can effectively retain customers at risk of churning.

You can go to Points > Validity period settings > Edit to uniformly set the corresponding validity period for points.
 

Based on your store’s needs, select the appropriate points validity period and save the changes.

If you select All methods for Obtaining are set with the same expiry date, you can continue by selecting the validity period after points distribution.

If you deselect this option, each acquisition method’s validity period can be set separately. You will need to enter each acquisition method’s page to configure its validity period individually.

Note: The validity period of points will be consistent with the validity period set at the time of distribution. Therefore, modifying the validity period of points won’t affect that of points distributed before the change.

 

Setting Point Names

You can customize the name of points as displayed in the member panel.

Go to Points > Points name setting > Edit.

 

Pushing Emails

You can configure email push to send automatic emails to customers for specific scenarios. On the Points page, you can quickly set whether email push should be triggered for various points-related scenarios.

• Select the checkbox in front of the email scenario to enable or disable email push.
• If you want to edit any email, hover over the specific email and click Edit to go to the email editing page.
• Click More to go to the email push page.