Reward your customers with points for the actions you care about — placing orders, creating an account, following you on social, leaving reviews, and more.
What is an Earn Rule?
An Earn Rule defines how a customer earns loyalty points. Each rule is tied to a single customer action (called an interaction) — for example, “Order Placed” or “Instagram Follow” — and specifies how many points that action is worth, who’s eligible, and how often it can be rewarded.
You can run as many earn rules at once as you like. Your active rules appear on the Earn Rules page, grouped by category.
Earn Rule categories
When you create a rule, you choose from four categories:
| Category | Use it to… | Example rules |
|---|---|---|
| Account | Encourage sign-ups and reward loyalty milestones | Account Creation, Celebrate Your Birthday, Subscribe to Newsletter, Celebrate Account Anniversary |
| Orders | Boost average order value with points for purchases | Order Placed, Points per Dollar, Order Milestone, Minimum Order Value |
| Social | Grow social engagement | Instagram Follow, YouTube Subscribe, Facebook Like/Share, X Follow/Share, TikTok Follow, Pinterest Follow |
| User Generated Content | Drive reviews and content | Write a Review, Upload a Video, Upload a Photo, Submit NPS Survey, Submit an Answer |
💡 Rules marked Popular (Account Creation, Points per Dollar, Write a Review) are the most common starting points for new programs.
Before you start
- Make sure your loyalty program is set up under Configure.
- Decide how many points the action should be worth.
- Decide whether the rule should apply to all customers and products or only a subset (you can refine this with inclusions and exclusions).
Step-by-step: create an Earn Rule
1. Open the Earn Rules page
From the app, go to Configure → Earn Rules. You’ll see a summary (“You have X active rules”) and your existing rules grouped by category.
2. Start a new rule
Click Create Rule in the top-right corner. A Select Rule Type window opens, listing every available action grouped by category.
3. Choose a rule type
Click the action you want to reward (for example, Points per Dollar ($, USD)). Reorbit opens the configuration page for that rule type.
4. Configure the rule
Depending on the rule type, you’ll see some or all of the following sections:
| Section | What it controls |
|---|---|
| Rule Display | The rule’s title and icon as customers see them in your loyalty widget. |
| Rule reward | The number of points the customer earns. (Required.) |
| Eligibility Period | Optional start and end dates. Leave blank to run the rule indefinitely. |
| Points Holding Period | A delay (in days) before earned points become usable — useful for guarding against refunds. 0 = available immediately. |
| Earning Limits | How many times a customer can earn from this rule — unlimited or a set limit. |
In the sidebar (aside) you’ll also find:
| Section | What it controls |
|---|---|
| Rule Status | Set the rule Active or Disabled. Disabled rules are saved but don’t award points. |
| Inclusions | Restrict the rule to specific customer tags, products, product tags, or order tags. |
| Exclusions | Prevent the rule from applying to specific customer tags, products, product tags, or order tags. |
ℹ️ Simpler rules (such as Account Creation) only show the reward and display sections. Order- and spend-based rules show the full set including inclusions/exclusions.
5. Save
When you make a change, a Save bar appears at the top of the page. Click Save to publish the rule, or Discard to undo your changes. After saving, you’ll return to the Earn Rules page and the new rule appears in its category with an Active badge.
Managing existing rules
On the Earn Rules page, each rule has a ⋯ (More actions) menu:
- Edit — change any setting; saving updates the live rule.
- Delete — permanently removes the rule (it stops awarding points immediately).
Tips & best practices
- Start with the popular rules. Account Creation + Points per Dollar + Write a Review covers most programs.
- Use a Points Holding Period on order-based rules to avoid awarding points on orders that get refunded.
- Use Earning Limits on social and UGC rules (e.g. limit “Instagram Follow” to once per customer) so points can’t be farmed.
- Use Inclusions/Exclusions to run promotions on specific collections or for specific customer segments without creating a separate program.
- Set an Eligibility Period for seasonal or launch campaigns so rules expire automatically.
FAQ
Can I run two earn rules for the same action? Yes — but be intentional, since a customer could earn from both. Use inclusions/exclusions or eligibility periods to keep them from overlapping.
Why isn’t a customer earning points from my rule? Check that the rule’s Status is Active, the action falls within the Eligibility Period, the customer/product isn’t caught by an Exclusion, and the customer hasn’t hit the Earning Limit.
What’s the difference between a delay and an eligibility period? The Eligibility Period controls when the rule is live. The Points Holding Period (delay) controls how long after earning the points become spendable.