Set Up Reward Rates #

goLoyalty offers two reward setup options:

• Basic — use one fixed reward rate for all purchases
• Advanced — create custom reward tiers and exclusions

Choose the setup that best matches how you want rewards to work in your store.

Switch Between Basic and Advanced Setup

1. On the Rewards page, select either Basic or Advanced
2. Click the radio button beside your preferred setup

The selected option will be highlighted.

Set Up Rewards in Basic #

Basic Setup uses a single fixed reward rate for all purchases.

Best for

• Simple one-size-fits-all loyalty programs
• Small stores
• First-time reward setups

Examples

• Give 1¢ back for every $1 spent
• Offer the same reward percentage for all customers

To set up

1. On the Rewards page, select Basic
2. Enter how many cents customers earn back per $1 spent
3. Click Save

Examples:

• Enter 1 to give 1¢ back per $1 spent (1% back)
• Enter 10 to give 10¢ back per $1 spent (10% back)

​​

Set Up Rewards in Advanced #

Advanced Setup gives you more control over how rewards are applied.

With Advanced Setup, you can:

• exclude specific products or customer groups from earning rewards
• create multiple reward tiers with different percentages
• add maximum earning limits per tier

Best for

• Tiered reward programs
• VIP customer rewards
• Stores with different customer types
• More flexible loyalty strategies

Examples

• Exclude “Promo Items” from earning rewards
• Prevent “Wholesale Customers” from earning store credit
• Give 10% back for orders between $1–$500
• Give 15% back for orders between $501–$1500
  
  

Exclude Products or Customer Groups #

You can exclude specific products or entire customer groups from earning rewards.

To Exclude a Product

1. On the Rewards page, select Advanced
2. In the Exclude Products/Groups row, click Edit
3. Under Add a Product, enter a keyword to search for a product
4. Click Search
5. In the Select your product dropdown, select the products you want to exclude
6. Click outside the dropdown to view your selected products
7. Click Update

To remove a product from the exclusion list, click Delete beside the product name.

To Exclude a Customer Group

On the same page, go to the Add a Customer Group(s) section (right side).

1. In the Add a Customer Group(s) section, click the dropdown
2. Select the customer groups you want to exclude
3. Click Update

To remove a customer group from the exclusion list, click Delete beside the group name.

Saving Your Exclusions

• After selecting products and/or customer groups to exclude, click Update.
• Your exclusions will now apply to all rewards created under Advanced Setup.

Reward Tiers & Reward Limits #

Reward tiers let you offer different reward percentages based on purchase amounts.

To Create a Reward Tier

1. On the Rewards page, select Advanced.
2. Click Add New 
3. Fill in the following fields:

• Rewards Name (example: “Silver Tier”)
• Min Amount (example: $10)
• Max Amount (example: $100)
• Reward % (example: 2%)

Optional: Add a Maximum Reward Limit

Set the maximum store credit customers can receive for this tier.

1. Enable the checkbox:
“Check to set a limit on how much you want this reward to give back.”
2. Enter the maximum reward amount

Example: Set a maximum reward limit of $50

This cap ensures that even if customers spend a large amount, they will only receive up to the set maximum reward limit.

3. Click Save

Edit a Reward Tier  #

1. On the Rewards page, select Advanced. You’ll see a table listing your added reward levels.
2. Find the reward level you want to update
3. Click Edit  
4. Make the necessary changes
5. Click Update

Your changes will take effect immediately after saving.

Delete a Reward Tier #

1. On the Rewards page, select Advanced
2. Find the reward tier you want to remove.
3. Click Delete  

The system deletes the reward level immediately.