How to Create Points Earning Rules (All Types)

Customer loyalty is not something you get by accident; it is something that is built through real incentives. This is what LoyaltyX – WooCommerce Points and Rewards will help you achieve. The reality, however, is that your loyalty program is only as good as your earning rules.

Think about it — if earning points is too easy, you will give your profit away. If earning points is too difficult, your customers won’t care anymore. It’s all about finding the balance.

In this tutorial, we will show you how to create and set your points earning rules in LoyaltyX, along with real examples, pro tips, and troubleshooting ideas to help you build an unstoppable loyalty system.

What are the Points Earning Rules in LoyaltyX? #

Points earning rules define how your customers earn points within your loyalty program, whether that is for making a purchase, referring a friend, or leaving a review on your site. LoyaltyX has eight different earning rules so you can reward a variety of actions and behaviors that drive repeat sales.

Here is a brief overview of each of the rule types and what they do:

Type	Description	Purpose
Purchase Amount	Earn points according to the amount of order total	Encourage spending
Product Purchase	Earn extra points for certain products	Advertise certain products
Referral	Points for successful referrals	Encourage social sharing
Review Submission	Points for verified reviews	Increase product credibility
Daily Login	Reward for daily visiting your site	Increase engagement
Birthday	Bonus points on birthdays	Personal touch
Signup	Points for signing up for an account	Welcome new users
Level Up	Reward for achieving a new level	Promote progression

Any of these can be customized to fit your store’s intentions – Quick promotions or long-term engagement campaigns.

Setting Up Your First Earning Rule #

Step 1: Launch the Earning Rules Module #

1. Go to your WordPress Admin Dashboard.
2. Navigate to: DevDiggers Plugins → LoyaltyX → Points Rules → Points Earning Rules tab.
   
3. Click the “Add New” button.
4. Next, you will select which type of rule you want to use from 8 options available.
   

Step 2: Set the Rule Key Information #

You will want to set these key things for each rule:

Rule Name*

• Goal: This will be viewed by customers.
• Best Practice: A descriptive phrase that verifies the behavior you want to reward the customer for.
• Example: $5 = 50 points or “Bonus for Review Submission”.

Rule Description

• Goal: Optional description that will probably be visible on some reports.
• Best Practice: A sentence providing a little more context for you if you reference it later.
• Example: “Base earn rate: 10 points per $1 spent”.

Priority*

• Goal: The order in which the rules will run will be based on the priority (lower numbers represent a higher priority).
• Best Practice: It is a good idea to set the priority to one for your most basic earning rule.
• Importance: If your order is qualified to earn multiple earning rules, the order will apply the earning rule with the highest priority first.

Icon

• Goal: An icon for representing the rule in the customer dashboard.
• Recommended Size: 100 x 100 pixels
• File Types: PNG, SVG, JPG with or without transparency.

Show to Customer*

• Show/Hide
• Show: This setting will show on the customer “Earn” tab with the description of the rule.
• Hide: Use this option and the rule will process in silence (good for bonus rules or rules that are in the test phase).

Status*

• Active/Inactive
• Active: This setting activates this rule and allows it to apply to orders immediately.
• Inactive: This is the paused status you can use to remove the rule from being applied without deleting the entire rule. (Great for promotional rules to pause).

Step 3: Set Points Type and Points Value #

Points Type will set HOW the customer will be able to earn:

Fixed Points (e.g., 10 points every time)

• Use When: The points are simple and predictable
• Example: If the customer is able to earn 50 points for any review.

Percent Based (e.g., 1% of $)

• Use When: Points will be based on a percentage of the purchase value.
• Example: If the customer earns 1% points off the price of the product.

Based on Amount (e.g., 10 points per $1)

• Use When: Points can be directly converted to spending points.
• Example: If the customer spends $5, they should receive 50 points.

Points Value Configuration

• Enter a numeric amount in the box provided.
• Percent – Enter 5 for 5%.
• Amount Based – Enter conversion ratio. (for example, “For each dollar, award 10 points”)
• Test the points value carefully to ensure it was calculated correctly.

Step 4: Setting Conditions (Advanced Targeting) #

Conditions allow for a more precise application of rules:

Minimum Order Spend

• Purpose: The rule will only apply to orders that total more than this amount.
• Example: “Bonuses will only be reviewed when the order totals more than $50.”
• Leave Blank: There is no minimum order amount.

Maximum Points per Order

• Purpose: A limit on what can be earned per transaction.
• Example: You could set this to a maximum point value of 500 if you don’t want their order to exceed a total of 50,000+ points.

Applicable on Days

• Purpose: Limit the rule to specific days. (e.g. only apply during weekends or Mondays).
• Example: Double points weekend promo”.
• Leave Blank: Make the rule apply for any/all days.

Applicable To

• All Users: Rule applies to all users.
• Specify User Role: Rule only applies to users with specific user roles (e.g. VIP, wholesale, etc).
• Specify Level: Rule only applied to users at a specific point level.

Step 5: Schedule the Rule (Optional) #

Scheduling is just making a rule that runs based on time.

Start Date

• Leave blank if you want your rule applied immediately.
• Format: DD/MM/YYYY
• Example: “01/11/2025” for November 1, 2025.

End Date

• Leave blank if you want your rule to be open-ended.
• The rule will pause on the first date that passes.

Step 6: Save and Test #

1. Click the Save Rule button (blue button at the bottom of the page).
2. The system will now validate all the configurations you made.
3. The rule will now appear in the list of Points Earning Rules.
4. If the rule is active, you will see an active (green) status. The system might also provide a warning.

Testing that your earned rule works:

1. As the customer, create a Test Order that fits the criteria of your rule.
2. Check that points were awarded to the customer account.
3. In the Admin area, check the “Logs” section to see the point activity for a more complete picture.
4. Update the rule if not as expected – some behaviors take time to affect customers and build loyalty or engaged customers.

What to Do Next #

Now you should understand how to create all 8 of the earning rules.

Next Tutorial “How to Create Points Redeeming Rules (for all types)” – We will create the configurations for what customers can redeem points for.

OR, read “How to Check and Filter Activity Logs“, it will be good to know how your rules are working and customer activity.

Strategic earning rules are the basis of successful loyalty programs – to establish desired customer behaviors that meet your needs.