Setting Up and Managing Store Credits

Store credits are a built-in customer reward feature in the Member System. They allow you to grant credits for actions such as placing orders, registering, or reaching spending milestones, and to issue refunds in the form of credits. By setting up store credit rules, expiry dates, and automated notifications, you can encourage repeat purchases, increase customer engagement, and manage customer rewards more effectively. 

This guide explains how to configure, manage, and use store credits in your SHOPLINE store.

Activating the Store Credits Feature

Once your store credit rules are configured, you can activate the Store Credits feature to allow customers to earn and use their credits. To enable Store Credits:

1. In the Member System app, go to Store credits.

2. In the Status section, toggle the switch on to activate the feature. Toggle it off if you want to stop running the store credit mechanism.

   

Creating Store Credit Allocation Rules

You can create and modify the rules that determine how customers earn store credits. These rules help encourage customers to join your membership program and make purchases.

Adding Store Credit Allocation Rules

Follow these steps to add store credit allocation rules for your store:

1. In your Member system app, go to Store credits.

2. Under Allocation rules, click + Add allocation rule and select the preferred rule to customize based on your store’s needs.

   

3. On the rule settings page, configure the conditions for the rule, such as the allocation method, reward amount, and any spending or eligibility requirements. The rules available to you may vary depending on your subscription plan:

   Allocation Rule	Descriptions	Plan
   		Lite	Starter	Growth	Pro
   First order	Set the amount of store credits for customers who place their first order. Fixed amount: Set a certain amount of store credits customers will receive after their first order. Allocate based on order value: Specify the amount of store credits customers will receive for every certain amount spent.	Ｖ	Ｖ	Ｖ	Ｖ
   When order is placed	Set store credits for every paid order by choosing either a Fixed amount or Allocate based on order value. You can also set a minimum spending requirement to prevent orders below that amount from earning credits.	Ｖ	Ｖ	Ｖ	Ｖ
   Successful registration	Receiving store credits after successful registration.	Ｖ	Ｖ	Ｖ	Ｖ
   Order history	Allocate store credits based on customers’ order history, with up to 5 spending tiers. Customers will receive the corresponding store credit rewards as their total order amount reaches each tier.	Ｘ	Ｘ	Ｖ	Ｖ
   Spend history	Set up Get Y for each X spent or Earn store credits with total spending to allocate store credits based on customers’ spending history. Get Y for each X spent: Store credits will be allocated each time the cumulative spending threshold is met, with any excess amount carried over to the next spending range. Earn store credits with total spending: You can set up 5 spending tiers maximum. Customers will receive the corresponding store credit reward as their total spending reaches each tier.	Ｘ	Ｘ	Ｖ	Ｖ

4. In the Validity section of each rule, set the expiry date. You can choose for the credits to Never expire, be valid For a fixed period (e.g., 365 days), or be valid Until a fixed date (e.g., December 31, 2025)

   

   Note: The Validity setting within each rule is available only when your Member System is on the Pro plan and the All store credits share the same expiry date rules is disabled. To learn more, refer to the Configuring the Global Store Credit Expiry Setting section.

5. Click Create to save the setting.

Modifying or Deleting Store Credit Allocation Rules

To modify an existing rule or delete an unwanted one, go to Store credits > Store credits allocation and perform the following actions:

• To modify a rule: Select it from the list to open its editing page.

• To delete a rule: Hover over it, click the trash bin icon, and then click Delete in the pop-up window to confirm.

  

Configuring the Global Store Credit Expiry Setting (Pro Plan Only)

You can configure a global expiry setting that applies to all store credit allocation rules. When this setting is enabled, all store credits will follow the same expiry configuration set here. Follow the steps below to set it up:

1. In your Member System app, go to Store credits.

2. In the Expiry date settings section, click Edit.

   

3. In the pop-up window, configure the following:

   • Global expiry date rules: Select All store credits share the same expiry date rules to apply a unified expiry rule across all store credit allocation methods.

     

   • Expiry date settings: Set the expiry date for all rules. You can choose for the credits to Never expire, be valid For a fixed period (e.g., 365 days), or be valid Until a fixed date (e.g., December 31, 2025).

     

4. Click Confirm to save the settings.

Configuring Store Credit Email Notifications

You can enable automated email notifications to keep customers informed about their store credit activity. These emails help customers track when they receive, use, or are approaching the expiry of their credits. To configure store credit–related email notifications:

1. In your Member System app, go to Store credits.
2. Scroll to the Notifications section to view the available email types.
3. Four types of email notifications are available. You can turn each email on or off by selecting the corresponding checkbox: 
   • Store credits received: Sent when customers receive store credits.
   • Store credits redeemed: Sent when customers use store credits.
   • Credit expiry notification: Sent 3 days before a customer’s store credits expire.
   • Refund with store credits: Sent when an order is refunded using store credits.

4. To edit the email template, hover over the email you want to modify and click Edit to open the editing page.

   

5. Click More in the upper right corner of the section to open the Emails module. From there, you can manage email templates for all Member System activities, including Membership levels, Points, and Store credits. You can also view related performance metrics, such as email open rates and click-through rates, in the centralized dashboard.