Choosing Between Basic and Advanced Setup #

When setting up rewards, you can choose between two options:

• Basic: Use a single fixed reward rate for all purchases (e.g., 1¢ per $1).
• Advanced: Unlock additional control over how rewards are applied. In Advanced Setup, you can:
  • Exclude specific products or customer groups from earning rewards (e.g., Exclude “Promo Items” or “Wholesale Customers” from earning rewards).
  • Create multiple custom tiers with different reward percentages (e.g., 10% back for $1–$500, 15% for $501–$1500).
  • (Optional) Add maximum earning limits per tier

This gives you the flexibility to tailor how rewards are earned across your store.

To switch between Basic and Advanced Setup:

• On the Rewards submenu, choose either Basic or Advanced by selecting the radio button next to your preferred setup.
• Each mode saves your settings separately, so you can switch back and forth without losing progress.
• The selected option will be highlighted.

How to Set Up Rewards in Basic #

1. On the Rewards submenu, select Basic.
2. Enter how many cents to give back per $1 spent.
   • Example: Enter 1 to give 1¢ per $1 (that’s 1% back)
   • Example: Enter 10 to give 10¢ per $1 (that’s 10% back).
3. Click Save.

💡Tip: Best for stores with a simple 1-size-fits-all loyalty plan.

How to Set Up Rewards in Advanced #

1. Exclude Products or Customer Groups #

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

Where it appears

When Advanced Setup is selected, the Exclude Products/Groups appear at the top row of the rewards table (above any custom tiers you create).

How to Exclude a Product #

• In the Exclude Products/Groups row, click the Edit button under the Actions column.
• Under Add a Product, type a keyword to search for your product.
• Click Search.
• If matching products are found, a Select your product dropdown appears.
• Click the dropdown and check the box beside the product(s) you want to exclude.
• Click outside the dropdown to view the list of products you selected.
• To remove an item, click the Delete button next to the product name.

How to Exclude a Customer Group #

Check the box beside the group(s) you want to exclude.

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

Click the Select your customer group dropdown.

⚠️Important Notice: Customer groups must be created in BigCommerce for them to appear in the dropdown list.

• To remove a customer group from the exclusion list, click the Delete button beside its 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.

Custom Tiers & Reward Caps #

Use this if you want different reward percentages based on purchase amounts.

How to Create Reward Tiers #

Example: If one tier ends at $100, start the next tier at $101.

1. In the Rewards submenu, select Advanced.
2. Click Add New (above the reward tiers table, on the right) to create a reward tier.
3. Fill in the fields:

• Rewards Name (e.g., “Silver Tier”)
• Min Amount (e.g., $10)
• Max Amount (e.g., $100)
• Reward % (e.g., 2%)

4. Avoid overlapping tiers.

• Example: If one tier ends at $100, start the next tier at $101.

‼️Warning: Overlapping ranges may cause incorrect reward calculation or system errors. Keep them distinct.

How to Add a Maximum Limit per Tier (Optional) #

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

• Tick the checkbox labeled:
  “Check to set a limit on how much you want this reward to give back.”
• This will reveal a new field: Set the max amount of money you will give back at this reward level.
  • Enter the amount (e.g., $50).
  • This cap ensures that even if customers spend a large amount, they will only receive up to the set maximum reward credit.

Saving Your Reward Tiers #

• Your reward tiers will now apply to all purchases that fall within their specified ranges.
• After adding or editing your tier details (including optional reward caps), click Save.

How to Edit a Reward Tier  #

1. In the Rewards submenu, ensure Advanced is selected. You’ll see a table listing your added reward levels.
2. Find the reward level you want to update, then click the Edit button beside it.
3. Make the necessary changes in the form fields.
4. Click Update to apply your changes.

How to Delete a Reward Tier #

1. Go to the Rewards submenu and select Advanced, locate the reward tier you want to remove.
2. Click the Delete button next to the reward level you want to remove.
3. The system deletes the reward level immediately.

⚠️Important Notice: Deletion is instant and cannot be undone. Double-check before clicking Delete.