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Give points for creating an account

Learn how to give customers points or store credit when they create an account.

Create an account is a way to earn that gives customers points, or store credit, when they sign up for an account in your store.

It builds your customer list and gives new shoppers a reason to come back. Customers earn it once.

You manage it on the Ways to earn page with your other ways to earn. See What are ways to earn?


Add Create an account

  1. In the Appstle Loyalty app, click Ways to earn, then click Add a way to earn. The Points program editor opens on the gallery.

  2. Click Create an account. It's under Popular and Account and birthday.

  3. Click Add way to earn. The editor opens its settings.

  4. Go through the five steps below, then click Save at the top right of the editor.

A store can have one Create an account way to earn. Once you add it, it shows Added in the gallery, and clicking it opens the one you have.


The five steps

The panel on the right shows each step with a summary of its setting. Click a step to change it.

Step

What you set

Reward

Under Customers get, choose Points or Store credit, then enter the amount. Store credit needs a plan that includes it.

Who can earn

Set Only customers with these tags and Not customers with these tags, and turn Award existing members on or off.

When points arrive

Choose Right away, After a waiting period (you set the days) or After you approve them. With approval, click Open Pending points to approve them.

Schedule

Choose Always on or Between dates (Starts and Ends, in your store's time zone). Schedules need a plan that includes them.

What customers see

Set the Name and Description customers read, an Icon, a Button link and the Message when points arrive shown in their points history.


Who earns it

  • New customers earn it when their account is created.

  • Guest shoppers earn it when they create an account, or at their first order if Enable Auto-Activation for Customers is on in More → Advanced Settings.

  • If your store uses Shopify's new customer accounts, they earn it at their first sign-in or order.

  • If Require Customers to Opt In to the Loyalty Program is on in More → Advanced Settings, customers earn it when they join the program.

  • Members who joined before you added it don't earn it. With Award existing members on, they earn it once, at their next order.

  • Tags are checked when the account is created, at each order and when they click Claim. A customer who gets one of your tags later earns it at their next order or with Claim.

  • Customers whose points you imported are left out only if you turn on Leave out customers whose points were imported, under More options in Who can earn.


What customers see

Customers find Create an account on the loyalty page, and in the loyalty popup when they click Ways to earn.

  • Customers who aren't signed in see Claim, which opens your sign-up page. Change the button's text in Design.

  • To send them to another page from the popup or the Legacy loyalty page, enter it in Button link.

  • With Only customers with these tags set, customers who aren't signed in don't see Create an account at all.

  • A signed-in customer who hasn't earned it yet sees Claim too. Clicking it gives them the points.

  • Once they've earned it, the button turns into a tick. Members who joined before you added it see a tick too.


Things to know

  • Turn on the Appstle Loyalty app embed in your theme. While it's off, the loyalty popup doesn't show and new accounts don't earn this. See Set up your loyalty program.

  • Changes in the editor reach your store when you click Save. If the update to your storefront doesn't finish, the page shows a message with a Retry button.

  • If you change the amount later, customers who already earned it keep what they got.

  • While it's paused, new customers don't earn it. Once you turn it back on, they can earn it at their next order or with Claim. Points already given stay.

  • Pause it rather than delete it. A new one starts over: with Award existing members on, customers who earned the old one earn it again.


Troubleshooting

  • A new customer didn't get points: check that the app embed and the Active switch are on, and that there's no Starts or Ended badge on the Ways to earn page.

  • A shopper who checked out as a guest didn't get points: they earn it when they create an account.

  • The points are pending: look at When points arrive. If it waits or needs approval, find them in Customers → Approve Pending Transactions.

  • An existing customer didn't get points: they joined before you added it. Turn on Award existing members, and they earn it at their next order.

  • A customer didn't get them a second time: Create an account is earned once per customer.

  • It doesn't show in the popup: check the Active switch and the badges. With Only customers with these tags set, only signed-in customers with one of those tags see it.

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