03. Ways to Earn Points
Panza offers multiple ways for your customers to earn points. All are configured from Loyalty Plan > Ways to Earn.
1. Points per Purchase
Customers earn points automatically when they buy, based on the rate you set.
Configuration:
- Trigger event: Defines when points are awarded:
- Order created: As soon as the order is placed.
- Order paid (default): When payment is confirmed.
- Order fulfilled: When the order is marked as shipped or delivered.
- Cancel points on refund: If enabled (default yes), points are reversed when an order is refunded.
- Participants: All customers or members only.
Configured in Loyalty Plan > Ways to Earn > When you buy.
2. Sign-up Points
Customers earn a fixed amount of points when they register for the program. Registration happens automatically the first time they visit the loyalty panel.
Configured in Loyalty Plan > Ways to Earn > When you sign up.
3. Referral Points
Customers share a unique discount code with friends. When a friend uses the code and makes a purchase, the referrer earns points.
Configuration:
- Discount for the referred friend: Type (percentage or fixed amount) and value.
- Points for the referrer: Number of points earned by the person who refers.
How does it work?
- Each registered member automatically gets a unique referral code.
- The member shares the code or link with friends.
- The friend uses the code when buying and gets the discount.
- The referrer earns the configured points.
- Self-referrals are not allowed.
Configured in Loyalty Plan > Ways to Earn > When you refer a friend.
4. Birthday Points
Customers can earn points in two birthday-related ways:
- Points for registering birthday: Awarded once when the customer enters their birthday for the first time in the panel.
- Birthday celebration points: Awarded once a year on the customer's birthday. Processed automatically.
Customers enter their birthday from the loyalty panel.
Configured in Loyalty Plan > Ways to Earn > On your birthday.
5. Instagram Mention Points
Customers earn points when they mention your store in Instagram posts.
Requirements: The Instagram integration must be connected. The customer must have their Instagram username registered in their profile and be a registered member.
Configuration: Points per mention, processing delay (hours to wait), and days between mentions (cooldown).
Configured in Integrations > Instagram > Mentions.
6. Instagram Comment Points
Customers earn points when they comment on your store's Instagram posts.
Requirements: Same as mentions (connected integration, registered username, registered member).
Configuration: Points per comment. Only one rewarded comment per post per customer.
Configured in Integrations > Instagram > Comments.
7. Shopify Flow Points
Create custom flows using Shopify Flow to award points for specific actions, like leaving a review or subscribing to your newsletter.
You can create multiple flows, each with:
- Name and description.
- Points per activation.
- Unique flow ID.
- Enable/disable individually.
- Visible/invisible to the customer in the panel.
Configured in Loyalty Plan > Ways to Earn > Add.
Frequency Limits
For Shopify Flow actions, mentions, and Instagram comments, you can set reward limits:
- Period in days: Time window for the limit.
- Maximum occurrences: How many times a customer can earn within that period.
Example: Maximum 3 rewarded mentions every 30 days.
8. Manual Points Adjustment
Admins can manually add or remove points for any member from the dashboard. Each adjustment includes:
- Points amount (positive or negative).
- Description visible to the customer.
- Internal notes (visible only to the team).
Done from Members > (select member) > Add/remove points.