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Place an order

Award points to your customers for placing orders in your store

Laurence Leech avatar
Written by Laurence Leech
Updated over a week ago

Introduction

Rewarding customers for placing orders is a great foundation as it encourages initial and long-term engagement with your Loyalty program. This comprehensive guide covers everything customers need to know about earning points through orders, the checkout experience, and managing their purchases through their loyalty account.

✨ This feature is available on all paid plans


Setting up the 'Place an order' Way to Earn

This Way to Earn is one of the main drivers of customer engagement with your Loyalty & Rewards Program. You can reward a fixed amount of points for this earning method, or incremented points based on the amount spent. Choose the best fit for your store and you can always adjust later as your program grows.
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  1. From the Rivo Dashboard, go to Programs > Points

  2. Click Edit on the Place an order Way to Earn

  3. Select your preferred earning method:

    1. Incremented Points - Enter the points value earned per amount spent

    2. Fixed Amount - Enter the points value earned per order

  4. Optional: Check the box Limit how many times each customer can earn points for completing this action and set it according to your preference

  5. Optional: Use the default icon or upload a custom icon for your custom action for a more personalized look

  6. Make sure that the Status is ON

  7. Click Save.

We recommend incremented points as this method encourages spending and engagement - simply put, the more customers spend, the more points they earn. With a fixed amount, customers who spend hundreds of dollars on an order earn the same points as those who spend only a few.


Collection Multipliers

Collection Multipliers allow you to award extra points for purchases from specific product collections. When a customer buys from a collection with a multiplier, they earn more points than usual.

πŸ’‘ Read our full guide here

Steps to set up Collection Multipliers:

  1. Go to Loyalty > Points.

  2. Click Edit on the Place an Order Way to Earn.

  3. Under Collection Multipliers, click Add Multiplier.

  4. Select a collection and enter the multiplier value.

  5. Save your changes.

Note: Collection Multipliers are only supported with the Incremented Points method.


Customer Checkout Experience

The checkout process offers customers multiple ways to interact with your loyalty program, from viewing potential points to redeeming existing rewards.

Viewing Potential Points

Before completing their purchase, customers can see exactly how many points they'll earn:

  • Product Pages: Potential points are displayed on individual product pages to encourage purchase

  • Checkout Process: A summary shows total points to be earned during checkout

  • VIP Benefits: Higher-tier customers see their multiplied point values

  • Collection Bonuses: Extra points from collection multipliers are automatically calculated and displayed

Redeeming Points During Checkout

Customers can use their existing points to get discounts on their current order:

  • Points Balance: Current available points are displayed during checkout

  • Reward Selection: Customers can choose from available rewards and discounts via dropdown menu

  • Instant Application: Selected rewards are immediately applied to the order total

  • Minimum Requirements: Some rewards may have minimum order value requirements

  • Smart Recommendations: System shows which rewards provide the best value for the current cart

Guest vs. Member Checkout

  • Logged-in Members: Automatically earn points and can redeem rewards during checkout

  • Guest Customers: See prompts to create an account or log in to earn points

  • Account Creation: Customers can sign up during or after checkout to claim points retroactively

  • Login Notifications: Banners remind guests of the benefits of logging in

How Points Are Calculated

Customers earn points through various methods depending on your program setup:

  • Spending-Based Points: Earn points based on amount spent (e.g., 1 point per $1 spent)

  • Fixed Points: Receive a set number of points for each order, regardless of value

  • VIP Tier Multipliers: Higher-tier customers earn bonus points on their orders

  • Collection Multipliers: Bonus points for purchasing from specific product collections

  • Combined Earning: Customers can earn points while also redeeming rewards on the same order


Showing potential Loyalty points in your store

Displaying potential points introduces customers to the benefits of your Loyalty program and also builds trust, as you will let them know exactly what they're getting in return for their loyalty. Use the following extensions for visibility:

  1. Potential Loyalty Points on product pages. Read more β†’

  2. Potential Loyalty Points at checkout. Read more β†’


Managing Orders as a Customer

Rivo offers customers several ways to manage their orders, track shipments, and make the most of their loyalty points. Here's what customers can expect when placing and managing orders:

Viewing Order History

Customers can view their order history through their account dashboard. The order history displays:

  • Order date and number

  • Order status (processing, fulfilled, cancelled)

  • Order total and payment information

  • Points earned from the order

Tracking Shipments

For fulfilled orders, customers can:

  • Click the "Track Shipment" button to view real-time shipping status

  • Access shipping carrier information and estimated delivery dates

Managing Returns

If a return policy is in place, customers can:

  • Initiate returns for eligible orders through the "Start a Return" button

  • Follow the guided return process to complete their return

  • Access international returns if that option is enabled

Cancelling Orders

Customers can cancel orders that:

  • Have not yet been fulfilled

  • Are within the cancellation time window (if configured)

The "Cancel Order" button appears for eligible orders and allows for quick cancellation without contacting customer service.

Buying Again

The "Buy Again" feature allows customers to:

  • Quickly reorder items from previous purchases

  • Add all eligible products from a past order to their cart with one click

  • Earn points again on their repeat purchase

Order Information Display

Each order in the customer's history shows comprehensive details:

  • Order number and date

  • Product images and details

  • Quantities and prices

  • Subtotal, discounts, shipping, taxes, and total

  • Shipping and billing addresses

  • Payment method used

  • Points earned from the order

  • Current order status and tracking information

Viewing Points from Orders

Customers can see their points activity related to orders:

  • Points earned from each order in their points history

  • Potential points they'll earn displayed during checkout

  • Potential points shown on product pages to encourage purchase

  • Points adjustments for returns, cancellations, or refunds

  • Collection multiplier bonuses clearly identified

  • VIP tier bonus points highlighted

✨ By showing customers what they can earn before they complete their purchase, you can increase conversion rates and average order values!


Points Earning Timeline

Understanding when and how points are awarded helps customers track their loyalty progress.

When Points Are Awarded

  • Order Confirmation: Points are typically awarded when the order is confirmed and payment is processed

  • Delayed Earning: Some stores may delay point awards until the order ships or is delivered

  • Status Updates: Customers receive notifications when points are added to their account

  • Immediate Display: Points appear in the customer's account balance once awarded

Points and Order Changes

  • Order Cancellation: Points are automatically removed if an order is cancelled

  • Partial Refunds: Points are adjusted proportionally for partial refunds

  • Full Refunds: All points earned from refunded orders are deducted

  • Order Modifications: Point adjustments are made for any order changes

  • Return Processing: Points are adjusted when returns are processed and approved


Translating the text

To edit the text for the 'Place an order' earning rule and order management features, please follow the instructions below.

  1. Go to Branding > Translation

  2. Find the General place an order field and enter the text in the present tense

  3. Find the General placed an order field and enter the text in the past tense

  4. Find the General points for every field and enter the text in the present tense

  5. Find the General spend field and enter the text in the present tense

  6. To customize customer-facing order management text, locate fields like Order tracking button text, Order returns button text, and Order buy again button text

  7. Click Save.

πŸ“ Note: These options replace the default text across the on-site displays and on emails.


Rewarding prior purchases

Rewarding customers for orders placed before your program kickstarted is a great way to acknowledge their loyalty. Also, if your customers are aware that their past purchases have earned points, they are more likely to return for future purchases.

  1. Go to Settings > Reward Past Actions

  2. Click the Reward Past Actions button

  3. Confirm the action by clicking Continue.

πŸ“ Important Note: Make sure to disable the 'Sign Up' Way to Earn if you only want to reward prior orders.


​Common questions

Can I delete the 'Place an order' Way to Earn?

No, but you can turn the rule off. This will prevent new customers from earning points after placing orders in your store.

What status do you take into consideration for adding points?

We rely on the order status, so points are added after the order is created. If the order is canceled or refunded, you can automatically deduct the points through the Points Cancelations feature.

What order management features are available to customers?

Customers can track shipments, initiate returns, cancel eligible orders, and use the "Buy Again" feature to reorder previous purchases. These features can be configured in the Account Widget settings.

Can customers see how many points they'll earn before making a purchase?

Yes! Potential points can be displayed on product pages and at checkout to show customers the value they'll receive from their purchase. This can be configured using the Potential Loyalty Points theme extension block and checkout extensions.

How do collection multipliers work for customers?

Collection multipliers automatically apply bonus points when customers purchase products from specific collections. The multiplier is applied to the base earning rate for those products, and customers can see the bonus points in their potential points display.

Can customers use points and earn points on the same order?

Yes! Customers can redeem points for discounts and still earn points on their purchase. Points are earned on the final order amount after any point redemptions are applied.

What happens if a customer places an order as a guest?

Guest customers may see prompts to create an account to earn points. They can sign up during checkout or after their purchase to claim points retroactively, depending on your store's settings.

How do VIP tier benefits affect order points?

VIP tier members may earn bonus points on their orders through tier-specific multipliers. The bonus points are automatically calculated and applied based on the customer's current tier status.

Can customers track their order-related points?

Yes! Customers can view their complete points history in their loyalty account, including points earned from each order and any adjustments made due to returns or cancellations.

What checkout extensions are available for the loyalty program?

Customers can access point redemption dropdowns, potential points banners, referral prompts after checkout, and login notifications during the checkout process. These extensions enhance the loyalty experience directly within the checkout flow.

Can't find the answers to your questions here? Please reach out to our live chat support team!

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