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Introduction

There are several order settings that you can configure that will allow you to control when and how your customers points balances will be calculated on their purchases.
Note: These settings are only applicable for merchants on the Shopify or Shopify Plus platform - if you’re looking for BigCommerce order settings - check out: Update order settings - BigCommerce
You can update your order settings by going to Settings > Platform > Order Settings > Edit Your program’s order settings are where you can choose which order settings customers can earn points for.

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Which order statuses customers can earn points for

Once you’ve accessed your Order settings, you can choose which order statuses customers can earn points for. These statuses include:
  • Authorized
  • Pending
  • Paid (recommended)
  • Partially Paid
  • Refunded
  • Voided
  • Partially Refunded
You can choose which statuses you’d like to award points for using the dropdown menu. You can choose more than one status for this field. If you are running a VIP program it is important to consider rewarding customers for paid, partially paid, and partially refunded order statuses. Not rewarding customers for these order statuses means that any order with this status will not be counted towards the customer’s VIP tier placement.
Note: Shopify orders that have a status of ‘Archived’ or ‘Cancelled’ will not be automatically sent over to Smile. To send those orders over to Shopify - you’ll want to update the order’s notes (content is irrelevant) which will cause Shopify to send us a web hook for that order, allowing it to be ingested by Smile.

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Cancelling rewards for specific order statuses

You also have the option to remove points from a customer’s account based on the status of their order. These statuses include:
  • Authorized
  • Pending
  • Paid
  • Partially Paid (recommended)
  • Refunded (recommended)
  • Voided
  • Partially Refunded
While the default setting is to cancel rewards on Refunded orders, you can choose to change which one (or more) statuses will remove points using the drop-down menu. You can learn more about cancelling rewards or partial refunds here.

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How to reward for POS orders

Change this setting accordingly if you would like to reward customers for shopping online and in-store, online only, or in-store only

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How to award points for taxes and shipping

Your program’s order settings give you the option to reward customers for different parts of an order, including the subtotal, taxes, and shipping. Simply check the box to include taxes or include shipping as part of the rewardable total for the order.
Tip: Rewarding customers for taxes and shipping is a great way to demonstrate your program’s value by helping customers earn as many points as possible per order.

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Excluding coupon discounts from earning points

Similarly to taxes mentioned above, if you would not like customers to earn points on the points they’re using for a reward, you can choose to Exclude coupon discounts used. This setting means that customers redeeming a $10 coupon on a $100 purchase will only earn points on the $90 they are spending out of their own pocket.
Tip: If your customers points balances are low, you can easily boost them by allowing them to earn points on the rewards they’re redeeming. This will get them excited to earn and redeem more rewards, keeping them actively engaged in your program.