Articles on: Loyalty Palms

How to Set Up the "Signup" Earning Rule in Point Program.

Learn how to configure and manage your customer points program to drive engagby sign up ement and repeat purchases in your store.


Step 1: Access and Configure Your Points Program

  • Click Programs in the left sidebar menu, locate Points Program, and click Set up to start customizing how customers earn and redeem points.




Step 2: Add Ways to Earn

  • Under Earn points, click + Add ways to earn to set up actions—like making a purchase or signing up—that let customers collect points.




Step 3: Choose an Earning Option

  • Place an order: Earn points on every purchase.
  • Celebrate a birthday: One-time yearly birthday bonus.
  • Signup: Welcome points on account creation





Step 4: Configure "Place an Order" Rule

After clicking on point programm of your choice, As here I clicked on the Sign up.





Step 5: Configure the "Signup" Earning Rule

  1. Title: Enter the name of the reward action in the Title field (such as "Signup").
  2. Description: Add program details or guidelines in the Description field (such as "Welcome points on account creation").
  3. Earning value: Specify how many reward points customers receive upon creating an account under Points awarded.





Step 6: Configure Customer Eligibility, Status, and Icon

  1. Customer eligibility: Toggle on to limit points based on customer groups, choosing whether to Include customers in this group or Exclude customers in this group (such as the Bronze tier).
  2. Status: Set the rule status to Active or Disabled to control whether the signup reward is live for customers.
  3. Icon: Choose your preferred display icon option between Default or Upload your own for the rewards widget.




Step 7: Save and Create the Rule

  1. Summary review: Check the Summary panel on the right side to verify all your configured settings, rules, and conditions for the signup reward.
  2. Create rule: Click the Create button in the top right corner to save and launch your new earning rule.




Step 8: View Active Rules

  • Manage existing rules: View your successfully created Signup rule listed under Ways to earn, where you can click Edit to modify it anytime.





Customer view: Customers can see their available balance and click Earn points to view and complete available earning actions.





Thank you.

Updated on: 26/08/2026

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