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.

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: 

Step 1 - Create the experience

Create the experience in the Recharge merchant portal:

1. Click Churn tools in the merchant portal and select Rewards from the dropdown.
2. 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:

1. Click on the Credit node in a specific branch,
2. Set the type of credit to either a fixed amount or a percentage.
3. Specify the credit amount or percentage.
4. Set any credit expiry preferences if applicable.
5. 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.

1. Click Save in the top right corner to save the experience.
2. 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: