These three rules reward customers for moments rather than purchases. Each one is set up once and awards automatically.
Rule | When it awards | What the customer needs to do |
Signup | Once, when the customer joins your program | Nothing extra |
Birthday | Once a year, on their birthday | Save their date of birth |
Account Anniversary | Once a year, on the date they joined | Nothing extra |
How to add one of these rules
From your Shopify admin, open the Mage Loyalty app and click Loyalty.
In the Earning Points section, click Add Earning Rule.
Under Essentials, choose Signup, Birthday or Account Anniversary.
Enter the amount to award.
Click Save.
The Signup rule is created for you when you install Mage and starts switched off. Edit it to change the amount, and enable it before you launch.
Signup
Awards once per customer, when they join your loyalty program. A customer joins the first time Mage sees them: when they create an account, visit your storefront while signed in, or place an order.
Existing customers receive it too. A customer who had an account or had ordered before you launched joins the first time Mage sees them after launch, and receives the signup reward then. This is usually when they next sign in or place an order, but an update to their customer profile in Shopify also counts.
Customers who check out as a guest are included. The reward is added to their profile in Mage. A guest checkout does not trigger the Mage Welcome event or email.
The Signup rule must be on and Program Status Enabled at the moment the customer joins. A customer who joined while either was off does not receive the reward later.
Members added through an import do not receive the signup reward.
To try the program yourself before launch, use Test Mode. While it is on, only customers on your test list join. Everyone else joins once it is off.
Birthday
Customers must save their date of birth first. They can do this in the Rewards Widget, the Account Sidebar, or your Loyalty Pages.
The reward is given on the birthday itself, once a year.
If a customer adds their birthday after it has already passed this year, they receive it on their next birthday.
Customers receive an email when their birthday reward is given, if the email template is enabled.
Customers will not know to add their birthday unless you tell them. Mention it in your welcome email and on your loyalty page.
Account Anniversary
Awards once a year on the date the customer first created their account. Nothing is needed from the customer.
Applies to all customers, including those who joined before the rule was created. Their next anniversary is rewarded.
Customers receive an email when the reward is given, if the email template is enabled.
Different amounts per VIP tier
The Birthday and Account Anniversary rules can award a different amount to each VIP tier.
Open the Birthday or Account Anniversary rule and open Advanced settings.
Tick Set custom points per VIP tier.
Enter the amount for each tier, then click Save.
The option needs VIP Tiers switched on with at least two tiers. If the checkbox is greyed out, the note beside it says what is missing.
The amount set for the customer's tier is the final amount. VIP tier multipliers and bonus campaigns are not added on top.
If your program runs on store credit, the checkbox reads Set custom store credit per VIP tier.
Common mistakes to avoid
Creating two rules of the same type. Two Birthday rules award twice on the same day. Keep one of each.
Assuming the signup reward is only for new accounts. Existing customers receive it too, the first time they sign in or order after you launch. Choose an amount you are happy to give them as well.
FAQ
Will my existing customers get the signup reward when I launch?
Yes. Each customer receives it once, the first time Mage sees them after your program is live, whether or not they already had an account. It is not sent to your whole customer list on launch day: each customer receives it as they return.
Why didn't a new customer get the signup reward?
First, check that the Signup rule is on and your Program Status is Enabled. Both must be on at the moment the customer joins. If the customer joined while either was off, the reward is not added later, and you can add the amount manually from the Customers page. If Test Mode is on, only customers on your test list join. Members added through an import do not receive the signup reward.
Why wasn't a customer's birthday reward given?
The customer needs to have saved their date of birth, which you can see on their profile in the Customers section. If their birthday passed before the date was saved, or before the rule was turned on, they will receive the reward on their next birthday.
Why wasn't a customer's anniversary reward given?
Check that the rule is on and that at least a year has passed since the customer created their account. The reward can take up to 24 hours after the anniversary date to arrive.
Can customers be automatically subscribed to email marketing when they sign up?
No. Creating an account does not subscribe a customer to your email marketing, and we cannot opt them in automatically. Instead, we offer a separate Newsletter Signup earning rule that rewards customers for subscribing after they sign up.