How to offer Rewards on one-time purchases to all customers
- Before you start
- How it works
- Step 1 - Create the experience
- Step 2 - Review the Trigger node
- Step 3 - Review the Credit node
- Step 4 - Review the delay node for the prospective subscribers branch
- Step 5 - Review the Notification node
- Optional - Add an A/B test to the prebuilt experience
- Step 6 - Save and activate the experience
- Considerations
Use a Recharge prebuilt Rewards template to offer credits as rewards on every checkout order, whether for a one-time purchase or a subscription, to attract a wider customer base and open up a new path for subscription sign-ups.
This guide provides step-by-step instructions for configuring the feature, along with detailed use cases so that you can seamlessly integrate this feature with your existing setup.
- Shopify Checkout Integration
- Migrated Shopify Checkout Integration
Before you start
- Recharge’s Rewards add-on module enables you to understand your customers and their retention rates and build targeted strategies that keep them engaged and retained. See Rewards for additional information, including enablement instructions.
- You must use Shopify Plus to offer Credits at the checkout.
How it works
Offer credits as rewards to all customers on their checkout order, whether they purchase a one-time product or a recurring subscription. Use this method to engage a broader range of customers, create a new funnel for subscription acquisition, and further consolidate your tech stack.
Use cases
Review the following use cases for ideas on how you could implement this Rewards strategy into your business planning:
Use case |
Description |
How it works |
Incentivize repeat purchases |
Issue credits to one-time only customers that they can use on their next one-time or subscription checkout order. |
A new customer checks out with a one-time product. Recharge issues a credit to the customer, but the customer is not notified immediately. After 2-3 weeks, when the customer is starting to think about making another purchase, send an automated email to the customer notifying them of the earned credit, incentivizing them to return to your storefront and purchase either a one-time or subscription product using their credit. |
Incentivize subscription conversion |
Reward one-time only customers, but restrict credit redemption to checkouts containing at least one subscription line item. |
A new customer checks out with a one-time product. Recharge issues a credit to the customer, but the customer is not notified immediately. After 2-3 weeks, when the customer is starting to think about making another purchase, send an automated email to the customer notifying them of the earned credit, incentivizing them to return to your storefront and purchase either a subscription product using their credit. You can configure your credit settings so that customers can only apply credits to orders with subscription products. Consider structuring your emails based on the different strategies:
|
Storewide subscriber benefit |
Reward active subscribers who purchase one-time only checkout purchases. |
An existing customer checks out with a one-time product. If you offer 5% credits on subscription-related orders, you can offer the same reward for one-time only checkout orders to help boost your AOV while providing customers with additional loyalty rewards. |
Step 1 - Create the experience
Create the experience in the Recharge merchant portal:
- Click Churn tools in the merchant portal and select Rewards from the dropdown.
- Click Create from template and select Make any one-time only purchase.
Recharge provides a pre-built experience that you can immediately activate. Review each stage of the experience to ensure it matches your business needs.
Step 2 - Review the Trigger node
The Incentivize checkout conversion template starts with the Trigger node. By default, the experience is set to trigger:
- After one-time only checkout is processed
- With a condition of Customer Number of active subscriptions Is greater than or equal to 0 to target non-subscribers
You can add additional conditions to determine which customers receive credits on their one-time orders.
Step 3 - Review the Credit node
By default, Recharge issues 3% credit to all customers after a successful purchase. Edit the Credit node to change the credit amount customers receive after a successful checkout order:
- Click on the Credit node in a specific branch,
- Set the type of credit to either a fixed amount or a percentage.
- Specify the credit amount or percentage.
- Set any credit expiry preferences if applicable.
- Click Apply to save your changes.
Step 4 - Review the delay node
The Delay node delays the next node from executing until the time configured passes.
You can keep the default two-week delay, or click on the Delay node to set a different delay period.
Step 5 - Review the Notification node
Use Recharge's prebuilt notification, or click on the Notification node to update the existing notification. Alternatively, you can remove the default node and add the Klaviyo node to create your notifications in Klaviyo.
Translating your notifications
You can translate the notifications Recharge sends as part of the experience, or target customers by language in Klaviyo to send flows in multiple languages.
Optional - Add additional nodes to the experience
Click Show next to Canvas actions, and then the + plus icon ito add additional nodes, such as:
- The Conditional branch node: Create different experiences based on specific conditions, such as awarding high-spending subscribers with more credit than other subscribers.
- The Klaviyo node: Create branded notifications in Klaviyo, notifying customers about their store credit
- The A/B test node: A/B test how customers respond to receiving credit, and the impact on churn reduction
Step 6 - Save and activate the experience
Save and activate the flow so that customers can enter the experience.
- Click Save in the top right corner to save the experience.
- Click Activate when you’re ready to go live with the experience and provide credits to customers after they check out with a one-time product.
Considerations
Consider the following when enabling Rewards on one-time purchases:
Consideration |
Notes |
You must use Shopify Plus to utilize Credits at the checkout. For stores not on Shopify Plus, credits can only be redeemed via the Affinity customer portal. |
|
Customers without email addresses |
Rewards cannot be issued to one-time customers who do not have an email address. |
Delay |
There is a 60 minute delay between order processing and the execution of this flow meaning you may not see the one-time customer created within Recharge until the flow executes. |