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The rules that drive the loyalty programme live in Settings > Rewards. This is where you decide how quickly customers earn points, what those points are worth at checkout, and what customers are told along the way. To configure the programme:
  1. Log in to your Marzipan account
  2. Navigate to Settings > Rewards
  3. Make sure Enable Rewards is turned on

Earning points

Control how customers earn points:
  • Points per unit - how many points a customer earns for each unit of spend
  • Minimum spend - the minimum spend required to earn points
Both are set per currency, so you can run different rates in each market. You can also choose what counts towards the order total when points are calculated:
  • Exclude shipping
  • Exclude discounts
  • Exclude tax
  • Exclude voucher payments - no points for the part of an order a gift voucher paid for. On by default.
Excluding shipping, discounts and tax means customers earn points only on the value of the products themselves.
Buying a gift voucher never earns points, whatever these settings say. Exclude voucher payments governs the other half of it: whether spending one earns. Letting a redemption earn is a deliberate choice rather than a way of paying twice for the same money, so the exclusion is on unless you turn it off.

Redeeming points

Let customers spend their points for money off at checkout:
  • Enable redemption - allow points to be redeemed at checkout
  • Minimum points - the fewest points a customer can redeem in one go
  • Maximum discount % - an optional cap on how much of an order can be paid with points. Leave it empty for no limit
  • Redemption rates - the value of points, set per currency (for example 100 points = 1 GBP)
Points redeemed on an order appear on the order details screen.

Checkout confirmation

Tell customers about their points once the order is placed:
  • Show on confirmation - show the points earned or redeemed on the order confirmation page
  • Show for guests - show it to customers who checked out without an account
  • Guest message - the message shown to guests, inviting them to create an account so they can start earning

Notifications

Keep customers informed as they move between tiers:
  • Tier upgrade - email the customer when they move up a tier
  • Tier downgrade - email the customer when they move down a tier
See Tiers & Perks for how tiers and their thresholds are set up.