How to Configure Order Settings in Loyalty Palm

Learn how to control when rewards are issued or cancelled based on order financial status, sales channel, and order totals using the Order Settings feature in Loyalty Palm.

Step 1: Navigate to Order Settings

1. From your Shopify admin, go to Apps > Loyalty Palm > Settings.
2. Click the Platform tab from the settings menu.
3. Scroll to the Order settings card and click Edit.

Step 2: Define Reward and Cancellation Conditions

After clicking Edit, the Order settings panel expands to show the configurable options.

1. Under Reward customers when the financial status is one of, search and select the order statuses that should trigger a reward (e.g., Paid).
2. Under Cancel rewards when the financial status is one of, search and select the statuses that should cancel a reward (e.g., Refunded).

Step 3: Choose Which Sales Channels Earn Rewards

Under Reward customers for shopping, pick one option:

• Online and in-store (POS): Rewards customers for both online and in-person purchases.
• Online only: Rewards customers only for online purchases.
• In-store only (POS): Rewards customers only for in-person (POS) purchases.

Step 4: Choose Which Parts of the Order Count for Rewards

Under Reward customers for the following parts of an order, check any of the options you want to apply:

• Subtotal: Always included (checked by default).
• Exclude coupon discounts used: Rewards are calculated before coupon discounts are applied.
• Do not reward orders using Loyalty Palm discounts: Skips rewards on orders that already used a Loyalty Palm discount.
• Include taxes: Adds tax amount to the reward calculation.
• Include shipping: Adds shipping cost to the reward calculation.

Step 5: Finish and Save Your Order Settings
Once you've configured all the options, you'll see a summary at the top confirming your setup (e.g., rewarding on Authorized status, canceling on Pending, for Online and in-store (POS), based on Order subtotal).

1. Click Done to close the Order settings panel.
2. Click Save in the top bar to apply your changes.

That wraps up the Order Settings configuration! With these settings in place, Loyalty Palm will automatically issue or cancel rewards based on your chosen order status, sales channel, and order total rules — keeping your loyalty program accurate and hassle-free.

Thank you.

Updated on: 07/10/2026