Help › Your programme
Setting up your programme
Your programme is set on the Programme screen: how many points an order earns, the welcome and birthday bonuses, offers such as double points for a week, referrals, what points are worth, and when unused points expire. Every save is checked, recorded with who made it, and applies to new orders straight away.
Earning points
Open Programme in Matrix Rewards, in your Shopify admin.
- Points for every 1 spent is the everyday rate: how many points each 1 of your currency earns. It can have two decimal places, so 1.5 points for every 1 spent works.
- Welcome bonus is paid once, the first time a customer opens their rewards. Birthday bonus is paid once a year, on the birthday a customer gives you. Set either to 0 to stop it.
A refund takes back the refunded goods' share of what the order earned, offers and bonuses included. It never takes back more than the order gave.
Offers
Add an offer adds one of three kinds:
- Extra points between two dates. A campaign, such as double points for a week. A campaign that starts today starts when you save, so orders already placed today are not included. It cannot start before today, and a last day that has already passed is refused: to stop a campaign now, remove it.
- Points per item on chosen products. Paste the address of each product from your Shopify admin.
- Extra points on tagged orders. Orders carrying a tag you choose earn extra points for every 1 spent.
A campaign that has ended can be removed but not changed, because changing it would make the orders it paid look wrong. An offer set up for you in another way is shown but cannot be edited here.
Referrals
Turn on Run referrals at this store to give each customer an invitation code. Points for the new customer and Points for the inviting customer are paid once the new customer's first order reaches Their order must be at least, within Days the new customer has to order. Friends paid for, per customer caps how many introductions one customer is paid for.
A customer who has already accepted an invitation is paid on the terms they were shown, even if you change them later.
Rewards
Points for 1 of reward value is what a point is worth: at 100, 500 points buy 5 off. Add a reward adds a reward: its cost in points, the smallest order it can be used on, and What the reward gives:
- An amount off the order, such as 5 off.
- A percentage off the order's goods, a whole number from 1 to 100.
- Free shipping on the order.
A customer who redeems gets a single-use discount code for your checkout. A code already issued keeps what it gives if you change the reward later.
When points expire
Points never expire until you turn it on. Months of inactivity is how long a customer can go without earning or spending before their points expire; the shortest is 12 months. Start this rule on must be tomorrow or later. Points only expire after the customer has been shown a countdown, and a change can never move the earliest date points can expire (the start date plus the months) earlier than the rule customers were already told about.
Saving
Press Save changes. If someone else saved this store's programme after you opened the page, in another tab or on another screen, nothing is saved and the page says so: reload it and make your change again. The currency cannot be changed once customers have points, because every balance is priced in it.
Every save is recorded with the member of staff who made it and what changed. Your developers can read that record through the API (API keys, scripts and assistants).