You can create three types of bonus rule. They're all set up the same way:
Welcome bonus
Awards points when a member joins your loyalty program.Birthday bonus
Awards points on a member's birthday.Anniversary bonus
Awards points on the anniversary of a member joining your loyalty program.
Learn more about different rule types in Points rules overview.
You can create one rule of each type. Once you've created a rule, its type no longer appears when you select Add point rule. To change an existing rule, select its name in the Rules table.
Members you import don’t get the Welcome bonus. For imported members, the Birthday bonus uses the birthday in your import file, and the Anniversary bonus counts from the date you imported them. To give imported members points, include a points balance in your import file.
Create the rule
Go to Program > Rules.
Select Add point rule.
Select Welcome bonus, Birthday bonus, or Anniversary bonus, then select Add.
Configure the Rule settings:
Turn Status on to make the rule active from its start date, or leave it off to activate the rule later.
Enter a Name for the rule. Members can see this name, so use one they'll understand, for example, Points for birthday.
Upload an Image if you want to display one in your Shopify storefront or use it through the Loyalty API. Use a JPEG, PNG, WEBP, or GIF file up to 2MB. A 5:3 ratio works best.
Configure the Active period:
Choose a Start date and Start time (GMT).
Select the Set end date checkbox if you want the rule to end automatically, then choose when it ends.
Configure points
Under Points details, select the Include checkbox for each tier that earns points.
Enter the Points value for each included tier.
Learn more in Set up membership tiers.Select Save rule.
The rule is added to the Rules table.
When a member joins your program, reaches their birthday, or reaches their membership anniversary, Loyalty awards points based on the values configured in the rule.