Beans
ProductsPricingBlog
  • 🚀Getting Started
  • Members
    • Add a member
    • Adjust a member's balance
    • Deactivating a member
    • Import members
    • Custom fields
      • Custom fields on registration
  • rewards
    • Rules
      • Registration
      • Loyalty
      • Cart Booster
      • Facebook Page Like
      • Twitter Follow
      • Instagram Follow
      • Refer a friend
      • Accept referral Invitation
      • Inactivity
      • Celebration
      • Expiration
      • Birthday
    • Tiers
    • Display
      • Redemption block
    • Redemption
      • Redeem points
      • Pending Debits
      • Redemption rate
      • Redemption conditions
      • Buy products with points
      • Redemption issues
    • FAQ
      • How are loyalty revenues generated?
      • Adding Custom CSS
      • Disable checkout auto-redirect
      • Enrollment of customers in the rewards program
      • Why do rules have minimum points?
      • Loyalty points calculation
  • Referrals
    • Getting started
    • Rules
      • Accept Invitation
      • Successful Referral
    • Display
      • Link your referral page to your Shopify store.
      • Link your referral page to your Woocommerce store.
    • Conditions
    • Referrals
    • FAQ
      • Adding Custom CSS
      • Why registration is enforced for referrals.
      • Can Bamboo be used for affiliate marketing?
      • How to test Bamboo?
  • Emails
    • Rules
      • Loyalty â–¸ Welcome
      • Loyalty â–¸ Balance reminder
      • Loyalty â–¸ New transaction
      • Loyalty â–¸ Post-purchase invitation
      • Referral â–¸ Invitation
      • Referral â–¸ Referrer reward
      • Referral â–¸ Friend reward
    • Campaigns
    • Sender email
    • FAQ
      • Replacement tags
      • Sender address
      • Gmail's warning messages
      • Testing email notifications
  • More Apps
    • Social Connect
      • Display
    • Widget
      • Messages
  • INTEGRATIONS
    • Getting Started with Integrations
    • Shopify
      • Referencing Shopify pages
      • Enable customer accounts
      • Template Migration
      • Shopify OS 2.0
      • Using discount codes with redemption
      • Shopify POS
      • Shopify Limitations
      • Uninstallation
      • Shopify customers tags
    • Woocommerce
      • Account Synchronization
      • Referencing WooCommerce pages
      • Setting up permalinks
      • Edit Beans pages
      • Updating your shop domain
      • Manually Installing Beans
      • Reset and reconnect
      • Caching issues
      • Connection Issues
    • Facebook Integration
    • Judge.me Integration
    • Mailchimp Integration
    • Omnisend Integration
    • Sendinblue Integration
    • Weglot Integration
    • API
      • Webhooks
      • Storefront
  • Settings
    • General
    • App activation
    • Plan & Billing
      • Account Suspension
      • List of plans
      • Refund Policy
      • Supported currencies
    • Team access
    • Live Testing
  • FAQ
    • Limitations
    • Phone Support
    • Why is Beans better than the other options?
    • What will my customers see?
    • Can I reach an engineer to talk about technical issues?
    • POS Support
    • Security
    • Terms of Service
    • Privacy Policy
    • GDPR
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On this page
  • Activating a rule
  • Setting points value
  • Deactivating a rule

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  1. rewards

Rules

What are rules? How to set them?

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Last updated 5 years ago

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Rules let you set actions for which you would like to reward your customers. Using the rules you will be able to define exactly how much points you want to give to your customers when they complete an action that is profitable to your business. You can set as many rules as you like. We recommend you set at least 5 or 6 rules to make your rewards program attractive to your customers.

Activating a rule

Adding a new rule is relatively easy. Go to the rules page from the left menu and activate any rule that you want. Once you have activated a rule you can now edit it and set up details such as the numbers of points you would like to award for that action.

Some rules require complex logic that cannot only be handle by Liana. You may need to first activate the required application or integration through the Trellis system.

Setting points value

Once you have activated a rule you can set how much points you want to give to customers for completing the action. By default 100 points are worth $1 or 1 unit of currency depending on your currency. So if your currency is EUR, then 100 points are worth €1. If you decide to give your customers 200 points for signup to your online store it means they will get $2 credit. If you set it to 400 points, it means they will get $4 credit and so forth.

Deactivating a rule

You can deactivate a rule whenever you want. For the rules page select the rule that you want to disable. Click on the red Disable rule button at the bottom left of the screen and confirm.

Activating and editing a rule
Deactivating a rule
Setting points value