Commerce glossary

Points and rewards

Points that customers earn for buying and other actions and spend as discounts, plus the tiers, expiry rules and account pages around them.

33 parts and 16 phrases. Apps in this area include Smile.io, LoyaltyLion, Yotpo Loyalty, Rivo, BON Loyalty.

Pointsloyalty.pointsShowHow points are earned, stored, spent and expired.
Earning pointsloyalty.points.earnShowThe actions that add points to a customer's balance.

How to extend

PartLitestore todayHow to extend
Points per amount spentloyalty.points.earn.per_spendPurchase points add one point per unit of store currency spent when an order is paid, once per order whichever way it was paid.
Coremodules/orders/paid-accrual.ts
Event · many
Points for a referralloyalty.points.earn.referralReferral points go to a customer when a friend they referred places a first order that stays fully paid through the hold period.
Coremodules/creators/referrals/customer-referrals.ts
Event · many
Points for signing uployalty.points.earn.signupSign-up points are a one-time award when a shopper creates an account.
Plugin
Event · many
Birthday pointsloyalty.points.earn.birthdayBirthday points are awarded once a year on the date of birth the customer entered.
Plugin
Event · many
Points for a reviewloyalty.points.earn.reviewReview points are awarded when a review the customer wrote is published.
Plugin
Event · many
Points for followingloyalty.points.earn.social_followFollow points are awarded when a customer clicks through to follow the store on a social network.
Plugin
Event · many
Bonus points on productsloyalty.points.earn.product_bonusProduct bonus points add extra points when the order contains chosen products or collections.
Plugin
Event · many
Points multiplierloyalty.points.earn.multiplierA multiplier awards two or more times the usual purchase points for orders placed within a set date range.
Plugin
Event · many
Balance and historyloyalty.points.balanceShowThe points a customer holds and the record of every change to them.

How to extend

  • Core onlyPoints are a conserved value: every change happens in core, in the same transaction as the order or refund that causes it.
PartLitestore todayHow to extend
Points balanceloyalty.points.balance.balanceThe points balance is a whole number stored on each customer record.
Coreprisma/schema.prisma
Core only
Points historyloyalty.points.balance.movement_logThe points history records every change with the amount, the balance before and after, the reason and the order it belongs to.
Coremodules/promotions/loyalty/movement.ts
Core only
Points taken back on refundloyalty.points.balance.refund_reversalA refund removes the purchase points earned on the refunded amount and returns any points the customer spent on the order.
Coremodules/orders/refund-reversal.ts
Core only
Points taken back on cancelloyalty.points.balance.cancel_reversalCancelling an order removes the points it earned and returns the points that were spent on it.
Coremodules/orders/cancel-order.ts
Core only
Manual adjustmentloyalty.points.balance.manual_adjustA manual adjustment lets staff add or remove points on one customer with a written reason.
Plugin
Core only
Spending pointsloyalty.points.redeemShowWhat points turn into, and at what rate.

How to extend

PartLitestore todayHow to extend
Points as a discountloyalty.points.redeem.points_discountA points discount takes money off the cart total, and the points leave the balance only when the payment succeeds.
Coremodules/checkout/cart-discounts.ts
Slot · many
Redeem rateloyalty.points.redeem.rateThe redeem rate sets how many points equal one unit of currency off, twenty by default, so a hundred points take five off.
Coremodules/promotions/loyalty/points-rates.ts
Slot · many
Points or a codeloyalty.points.redeem.one_discountThe cart holds one discount at a time, so a points discount and a discount code cannot be used on the same order.
Coremodules/checkout/cart-discounts.ts
Slot · many
Refund as pointsloyalty.points.redeem.refund_as_pointsA store-credit refund pays the refunded amount back as points at the redeem rate instead of money to the card.
Coremodules/orders/refunds/refund-requests.ts
Slot · many
Points for a discount codeloyalty.points.redeem.reward_codeA reward code exchanges a fixed number of points for a one-time discount code the customer applies later.
Plugin
Slot · many
Free product rewardloyalty.points.redeem.free_productA free product reward exchanges points for a chosen product added to the cart at no charge.
Plugin
Slot · many
Free shipping rewardloyalty.points.redeem.free_shippingA free shipping reward exchanges points for no shipping charge on the next order.
Plugin
Slot · many
Points running outloyalty.points.expiryShowRules that remove unused points after a time.

How to extend

  • ProviderOne per storeloyalty programA full loyalty app with expiry and tiers replaces the built-in points program; one program runs per store.
PartLitestore todayHow to extend
Expiry after inactivityloyalty.points.expiry.inactivityInactivity expiry removes a customer's points when they have not earned or spent any for a set number of months.
Plugin
Provider · one
Expiry on a fixed dateloyalty.points.expiry.fixed_dateFixed-date expiry removes points older than a set age once a year on the same date for everyone.
Plugin
Provider · one
Expiry reminderloyalty.points.expiry.reminderAn expiry reminder emails the customer a set number of days before their points are removed.
Plugin
Provider · one
Tiers by thresholdloyalty.tierShowLevels a customer reaches by spending or earning, each with its own benefits.

How to extend

  • ProviderOne per storeloyalty programTiers come with a full loyalty app that replaces the built-in points program.
  • EventMany side by sideevent.order.paidevent.order.refundedA tier plugin recalculates a customer's level from their paid and refunded orders.
PartLitestore todayHow to extend
Tier thresholdloyalty.tier.thresholdA tier threshold is the amount spent or points earned, within a set period, that moves a customer into a tier.
Plugin
Provider · oneEvent · many
Tier benefitloyalty.tier.benefitA tier benefit is what members of a tier get, such as a higher earn rate, free shipping or early access to sales.
Plugin
Provider · oneEvent · many
Reward on reaching a tierloyalty.tier.entry_rewardAn entry reward is a one-time gift of points or a code when a customer moves up a tier.
Plugin
Provider · oneEvent · many
Keeping a tierloyalty.tier.keep_ruleA keep rule sets how long a customer stays in a tier and what they must spend to avoid moving down.
Plugin
Provider · oneEvent · many
Where customers see itloyalty.displayShowThe pages, emails and staff screens that show points.

How to extend

  • SlotMany side by sideaccount.slot.home.mainA loyalty plugin renders its rewards list and earning rules in the customer's account.
  • Assistant toolgetCustomerSummaryThe assistant reads a customer's points balance with their order count and spend.
PartLitestore todayHow to extend
Balance in the accountloyalty.display.account_balanceThe account header shows the customer's current points balance on every account page.
Coremodules/customers/storefront/dashboard/dashboard-intro.tsx
Slot · manyAssistant tool
Points shown as moneyloyalty.display.points_valueThe discounts page in the account shows the balance as the amount of money it takes off an order.
Coremodules/customers/storefront/dashboard/dashboard-discounts-view.tsx
Slot · manyAssistant tool
Points in the order emailloyalty.display.order_emailThe order confirmation email shows the points the order earned and the points spent on it.
Coremodules/email/templates/order-confirmation.tsx
Slot · manyAssistant tool
Points in the customer listloyalty.display.admin_balanceThe admin customer list shows each customer's points balance as a column.
Coremodules/customers/admin/columns.tsx
Slot · manyAssistant tool
Rewards pageloyalty.display.rewards_pageA rewards page explains how to earn and spend points and lists the tiers.
Plugin
Slot · manyAssistant tool
Floating rewards buttonloyalty.display.floating_buttonA floating rewards button opens a panel on any storefront page with the balance and the ways to earn and spend.
Plugin
Slot · manyAssistant tool

What the phrases mean

The words apps use for a feature, and the plain parts the feature is made of, in the order they happen.

Phrases left out

These phrases mean different things at different apps, so the glossary doesn't map them.

  • loyalty programVendors bundle points, tiers and referrals under it, so it names a product rather than one part.
  • store creditIt is a money balance at some vendors and a points balance at others.
  • cashbackIt means points earned on purchase at one vendor and a money refund to the card at another.
  • gamificationIt covers badges, challenges, spin wheels and tiers alike.

Sources

The app documentation these parts were checked against.