In this article:

Introduction
Enable points system
Ways to earn points
Ways to redeem points
Set points earning and redemption rates (for basic members only)
Points return
Manually manage points
Notes

1. Introduction

In this article, you will learn how to set up points rewarding system in EasyStore. Point system allows your customer to earn points from their spending. With the point system, also helps you to increase customer stickiness and repeat purchases by allowing customers to use the point earned to redeem for discounts or rewards. In return, the more customers spend, the more they will be rewarded.

2. Enable points system

2.1 To get started, head to your EasyStore admin panel > Customers > Points and Membership > click the pencil icon beside Point settings summary.


2.2 By default, point settings is disabled, click Enable point setting to start your point system.


2.2 Give your points a name, it can be something unique and different. For example if you're selling coffee beans, you can name it 'Beans'.

3. Ways to earn points

Currently there are 3 ways customers can earn points.

Make a purchase
New sign up
Celebrate a birthday

You can decide and set the methods by editing at Point settings summary.

3.1 Make a purchase

By default, system has enabled customers can earn points by making purchase. Click the pencil icon beside Make a purchase to do the related settings.


3.1.1 Enable point display settings to let customers know how many points they can earning by purchasing this product.


3.1.2 Add excluded products if there are certain products that you do not allow customers to earn points when purchasing it.


3.1.3 Enable status to allow customers start earning points by making purchase, or temporarily disable it > Save.

3.2 New sign up

You can also give points to newly sign up customers to encourage customers sign up with you. This way you can retarget customers in the future.

3.2.1 Click Add way button beside Ways to earn point.


3.2.2 Select New sign up.


3.2.3 Set the points to be given > Enable or temporarily disable it > Save.

3.3 Celebrate a birthday

You can also give points to customers during their birthday month to make them feel privileged.

3.3.1 Click Add way button beside Ways to earn point.


3.3.2 Select Celebrate a birthday.


3.3.3 Set the points to be given > Enable or temporarily disable it > Save.

4. Ways to redeem points

4.1 By default system has enabled customers can redeem points at checkout. Click the pencil icon beside Redeem at checkout to do the settings.


4.2 Set the minimum order amount that eligible to redeem points (if any). For example, only orders above RM50 able to redeem their points.


4.3 Set the maximum order amount that can be paid by points. For example, only 50% or RM20 of the order amount can be paid by points, whichever lower.



4.4 Set the points cooling period, meaning after customers earned points, how long time they need to wait before they can apply the earned points on next order. You can choose no cooling period (immediately), 7, 14 or 30 days, start calculate from the date the order is paid.


4.5 Enable status to let customers start redeem points at checkout, or temporarily disable it > Save.


4.6 This is how customers can redeem points at checkout.


💡Customers can also use points to redeem voucher. Find out how here.

5. Set points earning and redemption rates (for basic members only)

Since customers can now earn and redeem points by making purchase, you need to also set the earning and redemption rates. In this article we will be focusing on basic members only. Newly signed up customers will auto become your basic members before they upgrade to higher tier.

5.1 At Points and Membership page click the pencil icon beside Basic Member to start.


5.2 Set the points earning and redemption rates.

Earning rate: For each MYR 1 spent, how many points customers can earn
Redemption rate: How many points needed to redeem MYR 1


5.3 Set points validity period, meaning when will the points be expired after earned. You can choose 3, 6 or 12 months, starts calculate from the end of cooling period > Save.


💡 You can set up a more rewarding points earning and redemption rates for higher membership tiers. Find out how here.

6. Points return

Then you might be wondering, what if the orders that customers earned or redeemed the points have been cancelled or refunded?

6.1 Manual cancellation or refund

During manual cancellation or refund, you can tick Point return and choose whether you want to:

Clawback earned points - deduct the earned points from customer's account
Reissue used points - return the used points to customer's account

6.2 Auto cancelled orders

6.2.1 For earned points, system will auto clawback earned points.

6.2.2 For used points will follow your setting in Settings > Checkouts > Automated reissue used points for cancelled order.

7. Manually manage points

In case you'd like to manually add points for customers, you can do it in customer's profile page.

7.1 Go to Customers listing > click into customer's profile > click the points balance.


7.2 Click assign points.


7.3 Fill in positive number to add and negative number to deduct > include the reason > Save.

8. Notes

8.1 Enable / disable point system

8.1.1 By disabling point system at step 2.2 above, the points will remain in customers' account however can not be used and not visible in all relevant pages below:

Points to be earned in product page
Points redemption card at checkout page
Points balance in customers' account page
Points balance in customers' profile page in admin panel

8.1.2 Once point system is enabled back, points will reappear in pages above and resume availability.

8.2 Points earning

8.2.1 Only points from Paid orders will be earned. If order is Unpaid, points will be on hold.

8.2.2 Customers will not earn points from shipping fees and order amount that paid using points or credits.

8.2.3 Birthday points will be auto added into customer's account 1 day before their birthday at 12pm.

8.3 Points flow

Here's the full cycle of points earning and redemption flow:

Order is placed ➡️ Points are calculated and on hold
Order is paid ➡️ Points are earned (added into customer's account but can not use yet)
After cooling period (start calculate from the date order is paid) ➡️ Points ready to be redeemed
New order is placed using points to rebate ➡️ Points deducted from customer's account immediately
After expiry (start calculate from the end of cooling period) ➡️ Unused points will be expired

8.4 Points expiry

8.4.1 Points expiry always happens at 11:59pm on the expiry date.

8.4.2 Points can expire in stages.

For example if customer's point balance is 150 points, the points might expire at different dates:

100 points earned on 1 April 2022 at 10am with 12 months expiry will expire on 1 April 2023 at 11.59pm.
50 points earned on 5 August 2022 at 8pm with 6 months expiry will expire on 5 Feb 2023 at 11.59pm.

8.4.3 Changes in points expiry will not affect previously earned points.

8.4.4 Points expiry reminder will be sent to customers 1 month before the expiry.

8.5 Points return

8.5.1 If points balance in customer's account is less than the points earned, system is unable to clawback points.


⚠️ If changes were made to theme files customers/account.liquid or customers/order.liquid files before, please reset the files in Channels > Online Store > Edit source > templates.

Updated on: 10/04/2025