In this article you will find:
How to send Store Credit based on specific triggers.
How to send Store Credit based on specific conditions.
How to create fixed/dynamic rewards.
How to tag customers based on specific conditions.
WorkFlow examples and use cases.
To begin, click on the Loyalty & Rewards tab in your Rise Dashboard.
You can either select one of our pre-made WorkFlows or create your own. Our pre-made WorkFlows are also customizable and are good for quick implementation.
After clicking on a pre-made WorkFlow, you can read why it was made, and the rewards rules in it. Then, you can choose if you'd like to customize it or activate it directly.
You can also create your own WorkFlow from scratch:
At anytime, you can test the WorkFlow, this will trigger an email with the Store Credit, and will add the Store Credit to the customers Loyalty Card under the note:"Test".
How to set up specific triggers:
Click 'Select Trigger'
Order created - an email with Store Credit will be sent when the order is completed, even if payment wasn’t captured yet.
Order paid - Store Credit will be sent only when the payment is captured, which enables fraud prevention.
Account created - Store Credit will be sent once a customer created a new account at your store.
Successful Referral- you can learn more about our referral program here.
Review Created- you can integrate with one of the review apps we are integrated with to reward customers for creating a review in your store.
2. How to set up specific conditions:
Click 'Add Condition'
Total cart price - the total value of the cart (including shipping fees). Example: if a customer’s cart value is over $100, the customer automatically receives $10 as Store Credit.
Order count - the number of individual purchases a customer made at your store. Example: If a customer makes 3 purchases at your store, they will automatically receive $20 in Store Credit.
Product IDs - use this condition to promote new products. For example: if a customer purchases product X, the customer automatically receives $5 in Store Credit. You can locate your product ID in the product page URL on your Shopify admin:
You can have a few product IDs in one condition:
Customer Lifetime Value (LTV) - the total amount a customer spent at your store. For example: if a customer’s total spending is over $2000, the customer will automatically receive a $100 in Store Credit.
Customer tags - this condition is based on the tag associated with a customer in your Shopify admin. For example: If a customer’s tag is “VIP”, the customer automatically receives 7% back as Store Credit.
Customer Store Account - If a customer has an existing account in your store. You can choose to reward customers that have or don't have an account (enabled\disabled).
For example: if a customer has an account, they automatically receive 5% back for each purchase in Store Credit.
Customer created at - this condition is good for retaining new customers, or bringing in old customers back to your store. Example: If a customer was created between 6-12 months ago, the customer automatically receives $15 as Store Credit. Please note that this will reward once a customer purchases at your store, and won't automatically send out a reward.
You can define multiple conditions in one Workflow.
If you define two or more condition in one WorkFlow, remember to set the cases from the highest value to the lowest value.
3. How to set up an action:
Click 'Add Action'
Issue Store Credit: this issues store credit to the customer's loyalty card. You can learn more about the different conditions you can set up within this action here.
Issue Limited Store Credit: with this option you can limit the issued store credit rewards to be redeemed only by purchasing products from specific collections. Insert the collection ID you'd like the store credit to be redeemable in.
Please note: this option will create discount codes as opposed to gift card codes in the backend, meaning that the credit won't be able to be redeemed with other discounts, can't be applied for shipping & tax and can't be accumulated.
Add customer tags: customers who match the conditions will be tagged. This tag will appear in their Shopify customer as well as on Rise.
Here you can also customize the reward email content. You can edit the content of the email subject, email title and email body text.
For a complete template customization, go to the Email Builder / Email notifications tab and customize the Store Credit email:
4. After you're done, give your WorkFlow a name and turn it on (don't forget to save!).
Got any feature ideas?
Feel free to add them to this feature request form.
Have more questions?
Feel free to contact us at [email protected] or in the chat box