Configure Points Earning and Reward Rules

Once your program is live, the rules decide whether it drives profitable repeat purchases or quietly erodes margin. This guide covers the levers that matter.

Quick check You need a loyalty program already enabled. If not, start with set up a loyalty program. You need Owner or Admin access to change earning and reward rules.

The Core Numbers to Decide

Three numbers define your program’s economics:

Keep the effective discount inside a margin you can sustain. If it pushes past your comfort zone, lower the earn rate before lowering the reward appeal.

Step 1: Set the Base Earning Rule

1. Open Tajo > Loyalty > Earning rules.
2. Set the base rule (per amount spent or per order).
3. Choose whether tax and shipping count toward earned points. Excluding them protects margin.
4. Save.

Step 2: Add Bonus Earning Actions

Bonus actions reward behavior beyond buying. Add them under Earning rules > Add bonus.

Keep bonuses modest. They should nudge behavior, not become the main way to earn.

Step 3: Configure Tiers (Optional)

Tiers reward your best customers and give others a goal.

1. Go to Loyalty > Tiers and enable tiers.
2. Define thresholds by lifetime points or 12-month spend, for example Bronze, Silver, Gold.
3. Assign perks per tier, such as a higher earn rate or exclusive rewards.

Tier names and status sync to Brevo, so you can run VIP-only campaigns. See segmentation basics.

Step 4: Set Point Expiration

Expiration protects your liability and creates urgency.

• Inactivity expiration (recommended): points expire after a period with no order, often 12 months. Activity resets the clock.
• Fixed expiration: points expire a set time after they are earned.
• No expiration: simplest for customers but grows your outstanding liability.

Set this under Loyalty > Settings > Expiration. Always email members before points expire; it is a strong reactivation trigger.

Tip Inactivity-based expiration is the sweet spot. Engaged customers effectively never lose points, while truly lapsed customers do not accumulate an open-ended liability on your books.

Step 5: Price Rewards Deliberately

1. In Loyalty > Rewards, set the point cost of each reward.
2. Offer a low-cost entry reward reachable in two to three orders and one aspirational reward.
3. For percentage discounts, cap the maximum amount so a large cart cannot redeem an outsized reward.

Step 6: Handle Refunds and Abuse

• Enable refund clawback so points from a refunded order are reversed, or award on fulfillment to mostly avoid this.
• Cap how many rewards a customer can redeem per order to prevent stacking.
• Tajo issues single-use Shopify discount codes on redemption, so a redeemed reward cannot be shared.

Step 7: Test Rule Changes Safely

1. Use a test customer to place an order.
2. Confirm points match the new earn rate in Tajo > Loyalty.
3. Trigger a bonus action and confirm the bonus applies once.
4. Redeem a reward and confirm the discount and any cap behave correctly.

Reviewing Program Health

Monthly, review earned vs. redeemed points, outstanding liability, and repeat purchase rate among members vs. non-members. If liability grows faster than repeat revenue, tighten expiration or trim the earn rate.

Related Articles

• Set up a loyalty program
• Win back lapsed customers
• Segmentation basics
• Build a post-purchase flow

Get Help

• Live Chat: available in the Tajo dashboard (bottom right)
• Email Support: [email protected]
• Documentation: docs.tajo.io