How to Create Points Redeeming Rules (All Types)

Redemption rules specify the rewards customers can redeem. Without attractive rewards, points will just sit there unused. Having no value in redemptions removes motivation to earn points.

Our WooCommerce points and rewards plugin supports 6 types of redemption rules. Each rule is described and fully illustrated step by step in this lesson.

Understanding Redeeming Rules #

LoyaltyX currently supports 7 points redeeming rule types. Each type offers a different kind of reward and supports different behavior in customers:

Type	Description	Purpose
Points Conversion	Redeem any number of points for a fixed value.	Give full flexibility.
Fixed Discount	Redeem a set amount of points for a fixed discount.	Keep rewards simple.
Percentage Discount	Redeem points for a % off the entire cart.	Encourage bigger orders.
Buy X Get Y	Redeem points to buy one product and get another.	Promote specific items.
Bundle Reward	Redeem points for fixed product bundles.	Offer curated bundles.
Free Shipping	Redeem points for free shipping.	Reduce cart abandonment.
Free Product	Redeem points for a specific free product.	Clear inventory fast.

Create Your First Points Redeeming Rule: Step-by-Step Guide #

Step 1: Enter the Redemption Rules Dashboard #

1. Click into the WordPress Admin Dashboard.
2. Go to: DevDiggers Plugins → LoyaltyX → Points Rules → Points Redeeming Rules tab.
   
3. Click the “Add New” button.
4. Choose the reward from the 7 different types for your rule.
   

Step 2: Fill Out Basic Rule Information #

Every redeeming rule requires the following base information:

Rule Name*

• Usage: This will show in a redeeming cards list for customers.
• Best Practice: Use a name that is a descriptor for the reward.
• Example: “$50 Off Coupon” or “Free Shipping”.

Rule Description

• Usage: This is an optional description that may show in some reports.
• Best Practice: Add a sentence or two describing the reward value/usage.
• Example: “Discount applies to all products except clearance”.

Priority*

• Usage: This is used to dictate how the rewards are numbered (lower numbers will appear first when customers view them).
• Best Practice: Priority 1 should be the highest value/most popular reward.
• Why It Matters: The first thing customers will see will be the highest priority rule, so do not make users dig.

Icon

• Usage: A visual for the customer dashboard.
• Size: 100×100 pixels is the recommended size.
• Types: PNG, SVG, JPG (with transparency preferred).

Show to Customer*

• Options: Show/Hide
• Show: The redeem policy is visible in the “Redeem” area of the customer account.
• Hide: The rule is active, but the user will not see any information about it (Admin view only).

Status*

• Options: Active/Inactive
• Active: Customer can redeem when the rule is Active.
• Inactive: The rule is paused but not deleted. Customers cannot redeem when paused.

Step 3: Configure the Coupon (Core Reward Data) #

When a customer redeems their reward, a coupon will be created for the customer to use at the time of checkout:

Coupon Label*

• The purpose of the Coupon Label is to show the customer the text for that coupon on the customer’s cart or in checkout.
• Examples: “Rewards”, “VIP Discount”, Birthday Gift”.
• Best Practice: Keep the text of the Coupon Label to a maximum of 20 characters.

Coupon Expiry

• The purpose of the Coupon Expiry is to determine how long (in days) the coupon will be valid for before it expires.
• If you leave the Coupon Expiry field blank, the coupon will never expire.
• The coupon would be valid for thirty days if the coupon expiry field was filled out with “30”, or valid for one year if the coupon expiry field was filled out with “365”.
• Best Practice: We recommend setting the coupon expiry date between 30 and 90 days after creation. This would encourage customers to use the coupon shortly after receiving the coupon.

Allow Sharing*

• There are two options when it comes to Allow Sharing,
• “Yes” means the coupon that has been generated can be shared and redeemed by other customers.
• “No” means the coupon that has been generated can only be redeemed by the customer who generated it.

Step 4: Set Up Conditions (Advanced Targeting) #

Conditions will determine WHEN the rules can be redeemed.

Apply Rule To Products*

• All Products: The reward will apply to all products in the cart.
• Specific Products: The reward will only apply to specific products chosen by the admin user.
• Specific Categories: The reward will apply only to categories chosen by the admin user.
• Example: “10% off Clothing” vs “10% off the entire cart”.

Minimum Cart Amount

• Purpose: “The coupon will only apply if the order’s total is above the cart amount.
• Example: If it were $10 off, that coupon would only be valid if the order total was over $50.
• Best Practice: Prevents loss on small orders.

Maximum Cart Amount

• Purpose: “The coupon will only apply if the order’s total is below the cart amount
• Example: Order $50 off orders under $200
• Use Case: To prevent abuse of orders vs the coupon.

Step 5: Schedule the Rule (Optional) #

Scheduling makes rewards time-limited:

Start Date

• Leave blank for immediate availability.
• Format: DD/MM/YYYY
• Example: “01/12/2025” for December 1st, 2025

End Date

• Leave blank for indefinite availability.
• Rule pauses (automatically) when time runs out.
• Very valuable for holiday or seasonal rewards.

Step 6: Save and Test Rule #

1. Click the “Save Rule” button (blue button at the bottom of the screen).
2. The system will validate the correct configuration.
3. The new reward will now appear at the top of the rules – Redeeming Rules list
4. Status message, which will show as “Active” (in green) or “There is an issue”.

Testing Your New Redeeming Rule:

1. Create a test customer account.
2. Via the admin “Manual Adjustment”, give the customer test points.
3. Log in to the customer with the test customer login.
4. Verify the test redemption rule appears in the “Redeem” tab.
5. Attempt to redeem, verify you are taken to the cart and the coupon has been added.
6. Verify that it has added a discount that is the same as the correct amount of the redemption rule.

Next steps #

You now have a good idea of how to create all 7 types of redemption rules.

Read “How to Manually Adjust Customer Points” for how to adjust an individual customer’s point balance.

Visit “How to View and Filter Activity Logs” to look at your activity logs for identifying patterns/trends in customer redemptions, allowing for better management and optimization of strategic redemption rules.

Ultimately, creating effective strategic redemption rules can turn the loyalty program from concept into reality.