An order based program runs on the three pieces of logic: the order events that trigger it, an optional condition for who qualifies, and the reward customers earn. To create a new program, follow the below steps:
Navigate to Loop admin > Loyalty > Programs, then click Create program.
Name: You can start by setting an internal name for your reward program. This name won't be visible to your customers.
Choosing the trigger
To set the trigger for your program, go to the When step, where you choose the order events that start a reward. The three events cover the three ways an order can come in, and they do not overlap. A single order can only ever match one of them, so you can select one or all of the triggers.
New order placed with Loop: Recurring subscription orders placed through Loop.
New checkout order placed with subscriptions: Shopify orders that include a subscription.
New checkout order placed without subscriptions: Shopify one-time orders with no subscription.
4. Adding a condition
To control who qualifies for the reward, use the If step, where you can add conditions that narrow down which customers the program applies to. This step is optional.
If you leave it empty, the program runs for all customers who matches the trigger. If you add a condition, only customers who meet it will earn the reward, which is useful when you want to reward a specific group rather than everyone.
5. Order reward
To set how much customers earn, go to the Reward type step, where you choose how the reward is calculated for each qualifying order. Order based programs support three reward types, so you can match the reward to how you want customers to earn.
Fixed amount: A set number of points or credit for each qualifying order, regardless of order value.
Percentage: A percentage of the order value, so larger orders earn more.
Relative: A set reward for every spend threshold, such as 10 points for every $100 spent.
Once you pick a reward type, enter the amount in the Reward value field below it. The unit matches the reward type, so a percentage reward takes a percentage value and a fixed reward takes set points.
6. Setting points expiration
To control how long earned points stay valid, use the Points expiration step. Changes to this setting apply only to points earned going forward, so points your customers have already accumulated are not affected. You have three options for when points expire:
As per store preference: Inherits the global points expiry set in Preferences, in the Points actions section.
Never expires: Points stay valid indefinitely.
After certain period of time: Points expire after a duration you set.
How it works for your customers
For an order based program, earning is automatic and needs no additional action from the customer. Each time they place a qualifying order, the reward lands in their loyalty balance on its own.
They can watch that balance grow in the customer portal and see each reward credited in their recent activity. When they are ready to use it, they apply the balance as a discount at checkout or in the customer portal. Because the reward is tied to orders they already place, it reinforces the habit of buying from you on every order.
FAQs
Can a customer earn from more than one program on the same order?
Yes, if an order matches more than one active program, the customer earns the reward from each one. For example, a subscription order can earn an order based reward and also count toward a milestone in a milestone based program at the same time.
Can I edit a program after it is active?
Yes, you can edit any program from the Programs tab by clicking Edit on its row. Changes apply to rewards earned going forward, so rewards already credited to customers are not affected.
How is the points value turned into a real discount for customers?
Each point is worth a set amount in your store currency, which you define under Preferences in the Points actions section. When a customer redeems, their points are converted to that value and applied as a discount at checkout or in the customer portal.