CRM

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Create Points Earning and Spending Rules

Learn how to establish the conditions on how loyalty program points are earned and spent.

Points Earning and Points Spending Rules define the conditions applied to membership plans. When the specified conditions are met, members become eligible to receive points or rewards. For example, you can create a points earning rule that grants 5 points for every $10 spent on an order. It is also possible to create a points spending rule that allows members to obtain discounts by redeeming membership points.

In this article, you’ll learn how to create Points Earning and Points Spending Rules that you can apply to membership plans on your loyalty program.

Important: Your account must have the required permission level to create Points Earning and Points Spending Rules.

Create a Points Earning Rule

To create a points earning rule, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Select Points Earning Rules.
At the top right, click on +Add.
Enter your Points Earning Rule information and set the rule’s conditions.
At the top right, click on Save to confirm.

You can add the following Points Earning Rules information and set your preferred conditions on the Merchant Portal:

Setting

Basic information

Rule Name

Enter your preferred Points Earning Rule name to make it easily identifiable.

Description

Add useful details about the Points Earning Rule such as which situations it can apply to or other important information.

Rule Type

Select how you want the rule to apply. This option changes the Point Earning Style. You can choose either:

According to Spending - Every Y amount spent in one transaction rewards an X amount of points.
According to Specific Behavior - Every Y amount of credit added rewards an X amount of points.

Rules

Eats365 Point Balance

Note: The Point Balance setting name may vary depending on the Point Balance name you set from the Global Settings.

Point Balance refers to the amount of points that the member earned minus the points that the member spent. When Point Balance is enabled, the member can earn points which they can use to redeem rewards such as discounts.

Eats365 Accumulated Points

Note: The Point Balance setting name may vary depending on the Point Balance name you set from the Global Settings.

Accumulated Points refers to the amount of points that the member earned. When Accumulated Points is enabled, points will be added to the member’s total accumulated points when Point Earning Rule conditions are met.

Points Earning Style

Displays the earning method. This option can only be changed by modifying the Rule Type.

Points to Reward (X)

Set how many points the member receives upon spending a set amount or upon adding credit.

Amount Spent (Y) in Base Currency

Note: This applies when According to Spending is selected as the Rule Type.

Set how much a member should spend to earn points.

Added Credit Amount

Note: This applies when According to Specific Behavior is selected as the Rule Type.

Set how much credit a member should add to earn points.

Availability

Date

Set the days when the points earning rule applies.

Shop

Choose if you want the point earning rule to apply to All Shops or to Specific Shops.

Conditions

Set the conditions for when the rules apply.

Note: Rules only apply when all the conditions selected are fulfilled.

You can include the following condition types:

Order Total - Earn points when the minimum order amount is reached.
Note: This is the default condition type and cannot be deleted.
Specific to Tender - Earn points when a specific tender type is used.
Party Size - Earn points when the minimum party size is reached.
Member’s Birthday - Earn points when orders are made during the member’s birth day or month.
Order Mode - Earn points if a member places their order through Dine-In, Delivery, Pickup, Catering Delivery, or Catering Pickup.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Click on Loyalty. Then, select Points Earning Rules.
At the top right, click on +Add Rule.
Enter your Points Earning Rule information and set the rule’s conditions.
At the top right, click on Save to confirm.

You can add the following Points Earning Rules information and set your preferred conditions on the Merchant Portal:

Setting

Basic information

Rule Name

Enter your preferred Points Earning Rule name to make it easily identifiable.

Description

Add useful details about the Points Earning Rule such as which situations it can apply to or other important information.

Rule Type

Select how you want the rule to apply. This option changes the Point Earning Style. You can choose either:

According to Spending - Every Y amount spent in one transaction rewards an X amount of points.
According to Specific Behavior - Every Y amount of credit added rewards an X amount of points.

Rules

Eats365 Point Balance

Note: The Point Balance setting name may vary depending on the Point Balance name you set from the Global Settings.

Point Balance refers to the amount of points that the member earned minus the points that the member spent. When Point Balance is enabled, the member can earn points which they can use to redeem rewards such as discounts.

Eats365 Accumulated Points

Note: The Point Balance setting name may vary depending on the Point Balance name you set from the Global Settings.

Accumulated Points refers to the amount of points that the member earned. When Accumulated Points is enabled, points will be added to the member’s total accumulated points when Point Earning Rule conditions are met.

Points Earning Style

Displays the earning method. This option can only be changed by modifying the Rule Type.

Points to Reward (X)

Set how many points the member receives upon spending a set amount or upon adding credit.

Amount Spent (Y) in Base Currency

Note: This applies when According to Spending is selected as the Rule Type.

Set how much a member should spend to earn points.

Added Credit Amount

Note: This applies when According to Specific Behavior is selected as the Rule Type.

Set how much credit a member should add to earn points.

Availability

Date

Set the days when the points earning rule applies.

Shop

Choose if you want the point earning rule to apply to All Shops or to Specific Shops.

Conditions

Set the conditions for when the rules apply.

Note: Rules only apply when all the conditions selected are fulfilled.

You can include the following condition types:

Order Total - Earn points when the minimum order amount is reached.
Note: This is the default condition type and cannot be deleted.
Specific to Tender - Earn points when a specific tender type is used.
Party Size - Earn points when the minimum party size is reached.
Member’s Birthday - Earn points when orders are made during the member’s birth day or month.
Order Mode- Earn points if a member places their order through Dine-In, Delivery, Pickup, Catering Delivery, or Catering Pickup.

Create a Points Spending Rule

To create a points spending rule, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Select Points Spending Rules.
At the top right, click on +Add.
Enter your Points Spending Rule information and set the rule’s conditions.
At the top right, click on Save to confirm.

You can add the following Points Spending Rules information and set your preferred conditions on the Merchant Portal:

Setting

Basic information

Rule Name

Enter the preferred Points Spending Rule name to make it easily identifiable.

Description

Add useful details about the Points Spending Rule such as which situations it can apply to or other important information.

Rules

Reward Type

Select the type of reward member’s get after spending a set number of points.

Discount Amount (Y) in base currency

Set the discount amount a member receives after spending a set number of points.

Points Spending Style

Select how the member can spend points.

Fixed: Allows you to enter a fixed amount of points (Points Cost) needed to receive a discount.
Flexible: Sets an open conversion requirement to redeem discounts using points.

Minimum Points to Spend

Set the minimum number of points the member can spend.

Redemption Limit (% of Order Total) :

Set the amount that can be taken off from the order total.

Conditions

Set the conditions for when the rules apply.

Apply to

Set the dining type where points spending rule applies. You can select from Dine-In, Takeout, Catering Pickup, or Catering Delivery.

Apply Rule only if the following condition(s) are met (leave blank if no restriction)

Member can use their points to get a discount when the minimum order amount is reached.

Exclude Specific Items

Select which Items are excluded from the points spending rule.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Click on Loyalty. Then, select Points Spending Rules.
At the top right, click on +Add Rule.
Enter your Points Spending Rule information and set the rule’s conditions.
At the top right, click on Save to confirm.

You can add the following Points Spending Rules information and set your preferred conditions on the Merchant Portal:

Setting

Basic information

Rule Name

Enter the preferred Points Spending Rule name to make it easily identifiable.

Description

Add useful details about the Points Spending Rule such as which situations it can apply to or other important information.

Rules

Reward Type

Select the type of reward member’s get after spending a set number of points.

Discount Amount (Y) in base currency

Set the discount amount a member receives after spending a set number of points.

Points Spending Style

Select how the member can spend points.

Fixed: Allows you to enter a fixed amount of points (Points Cost) needed to receive a discount.
Flexible: Sets an open conversion requirement to redeem discounts using points.

Minimum Points to Spend

Set the minimum number of points the member can spend.

Redemption Limit (% of Order Total) :

Set the amount that can be taken off from the order total.

Conditions

Set the conditions for when the rules apply.

Apply to

Set the dining type where points spending rule applies. You can select from Dine-In, Takeout, Catering Pickup, or Catering Delivery.

Apply Rule only if the following condition(s) are met (leave blank if no restriction)

Member can use their points to get a discount when the minimum order amount is reached.

Exclude Specific Items

Select which Items are excluded from the points spending rule.

Manage Points Earning Rules

Edit a Point Earning Rule

To modify a Point Earning Rule, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Select Points Earning Rules.
Click on the Rule Name that you want to update.
Update the Point Earning Rule.
At the top right, click on Save to confirm.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Click on Loyalty. Then, select Points Earning Rules.
Click on the Rule Name that you want to update. Alternatively, you can click on Edit .
Update the Point Earning Rule.
At the top right, click on Save to confirm.

Deactivate a Point Earning Rule

For reporting purposes, once a Point Earning Rule has been created, it can no longer be deleted. However, you can deactivate a Point Earning Rule to make it unavailable.

Note: The Point Earning Rule cannot be deactivated if applied to a membership plan. Make sure to remove the Point Earning Rule from a membership plan before you deactivate.

To deactivate a Point Earning Rule, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Select Points Earning Rules.
Next to the Point Earning Rule that you want to delete, click on Deactivate.

The Point Earning Rule is now deactivated. To re-enable it, click on Reactivate.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Click on Loyalty. Then, select Points Spending Rules.
Next to the Point Earning Rule that you want to delete, click on Deactivate.

The Point Earning Rule is now deactivated. To re-enable it, click on Reactivate.

Manage Points Spending Rules

Edit a Point Spending Rule

To modify a Point Spending Rule, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Select Points Spending Rules.
Click on the Rule Name that you want to update.
Update the Point Spending Rule.
At the top right, click on Save to confirm.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Click on Loyalty. Then, select Points Spending Rules.
Click on the Rule Name that you want to update. Alternatively, you can click on Edit .
Update the Point Spending Rule.
At the top right, click on Save to confirm.

Deactivate a Point Spending Rule

For reporting purposes, once a Point Spending Rule has been created, it can no longer be deleted. However, you can deactivate a Point Spending Rule to make it unavailable.

Note: The Point Spending Rule cannot be deactivated if applied to a membership plan. Make sure to remove the Point Spending Rule from a membership plan before you deactivate.

To deactivate a Point Spending Rule, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Select Points Spending Rules.
Next to the Point Spending Rule that you want to delete, click on Deactivate.

The Point Spending Rule is now deactivated. To re-enable it, click on Reactivate .

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Click on Loyalty. Then, select Points Spending Rules.
Next to the Point Spending Rule that you want to delete, click on Deactivate.

The Point Spending Rule is now deactivated. To re-enable it, click on Reactivate.

points management points earning rules points spending rules membership points point balance accumulated points