Set Wallet Campaigns for Shopify Merchants

You can create branded Digital Wallets for your customers to enhance payment experience, streamline refunds and transforming one-time buyers into loyal customers.

Wallets are created when the customer makes the first purchase. Post purchase, if the customer wants to return the product and claim refund, wallets help in making refunds quicker and seamless. It also helps recapture lost revenue by parking funds in a wallet which the customer can use for subsequent purchases.

In addition to this, you can also create campaigns and set rules to credit customer wallets with loyalty points.

Watch Out!

This feature is currently enabled for Shopify merchants only.

Set Up Campaigns

Set up loyalty rewards campaigns, add loyalty points and set rules for earning and using points in your Shopify Dashboard.

Log in to the Dashboard.
Go to the Payments tab and click Wallets under Loyalty Products.
Click + New Campaign in the Campaigns tab.
Enter the campaign name of your choice. For example, Freedom Sale.
Choose Trigger Based Campaign. Trigger Based Campaign adds points whenever a particular event is triggered. For example, if you want to credit your customer with points based on the order value and set redemption rules, you can set it up using the Trigger Based Campaign feature.
Click Create Campaign to go to the Trigger Based campaign home page and set up the rules for the campaign.

Trigger Based Campaign

Set up a Trigger-Based campaign by performing the following steps:

1. Trigger & Action

Follow the steps below to set up an event which triggers an action. All fields in Trigger and Action are mandatory. Check the example tab for detailed illustration.

Under If this happens, choose one of the events (order_placed, order_fulfilled or wallet_credited) from the dropdown list.
Click + Add Attributes, if required, to create additional attributes (conditions) to the selected event to ensure that points get added only if all the conditions are fulfilled.
- You can add one or more attributes for a particular event.
- You can also have nil attributes.
After setting up the trigger event, you can now set up the action to follow under Do this.

2. Burn Rules

Follow the steps below to set rules for burning (using) the points acquired by your customer. The unused points/amount accumulated in the customer wallet expire after the validity period you set here. You can also set a minimum order value above which the wallet amount can be used.

Under Points expire after, enter the number of days/months/years in the first field and select one of Days/Months/Years from the dropdown list.
Enter a value of your choice in the Minimum order value field (>= ). This ensures that the customer can use the points only for a minimum order value set by you. Click Next.

3. Campaign Settings

Set campaign start and end time, campaign amount limits and user limits by following the steps below. There are 3 sections here, namely, Campaign Schedule, Campaign Limits and User Limits.

Set the preferred schedule of your campaign. All wallet credit actions will take place only within the schedule set here.

Select a date of your choice in the Starts From field, click Apply, and select a time from the At dropdown list.
Select the Start Immediately checkbox if you want to start the campaign immediately. Selecting this option disables the Starts From and At fields.
Select a date of your choice in the Ends On field, click Apply, and select a time from the At dropdown list.
Select the No End Date checkbox if you want the campaign to continue throughout. Selecting this option disables the Ends On and At fields.

4. Review & Publish

Review the set campaign rules and publish the campaign.

Check the Trigger & Action section to review the trigger events and actions you set for the campaign.
Review the rules set for burning the points under the Burn Rules section.
Review the campaign schedule, campaign limits and user wise limits under the Campaign Settings section.
Click Publish Campaign once you verify all of the above and confirm on the pop-up modal.

Pause or Stop Campaign

Once you have published the campaign, it is listed in your Wallets home page. Use the pause or stop button against the campaign to either pause your campaign temporarily or stop it permanently.