Reward Strategies: Offering Rewards on one-time purchases Early Adopter Program
Use Recharge's prebuilt 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.
Overview
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.
How it works
Recharge provides a pre-built template that triggers on all orders, even if they don’t include a subscription product.
A customer profile is created in Recharge for one-time customers, including their order history, providing insights into credit amounts and purchase history.
Use cases
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. |
Enable this feature
You must speak with a member of the Rewards team to enable this feature while it is the Early Adopter Program:
- Select Retain in the merchant portal and click Rewards.
- Click Create from template.
- Click Coming soon - Join waitlist under Issue credit to ALL customers to fill out the interest form to speak with a member of the Rewards team.
Step 1 - Create the experience
Create the experience in the Recharge merchant portal:
- Click Retain in the merchant portal and select Rewards from the dropdown.
- Click Create from template and select Issue credit to ALL customers.
- Click Get started! to access the template.
Step 2 - Review the default experience
To help you get started, Recharge provides a pre-built experience that you can immediately activate.
Review each stage of the experience to ensure it matches your business needs.
Trigger
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. The following conditions are available:
Condition category |
Condition |
Purpose |
| Customer |
Number of active subscriptions |
Target customers based on the total number of active subscriptions they have. |
|
Subscription AOV |
Target customers based on their Average Order Value across all orders in Recharge. Recharge uses the total subscription spend divided by the number of orders to calculate the Average Order Value for Subscription Experiences. Recharge calculates the total subscription spend by taking the price of the line items, subtracting any discounts, and then adding taxes and shipping. Refunds are not taken into account for this calculation. | |
|
Total subscription spend |
Target customers based on their total spend amount on all orders in Recharge. |
|
|
Number of subscription orders processed |
Target customers based on how many total orders in Recharge they have successfully processed, including both checkout and recurring orders. |
|
|
Segment |
Target a specific segment to have the Subscription Experience apply to select customers or keep a specific segment of customers from entering the experience. |
|
|
Streak count for subscription orders |
Target customers based on where they are in their current subscription journey. This number represents how many recent orders a customer has had in sequence without any cancellations. | |
| Program |
Target a specific program. (Note that Programs are in EAP and not all stores have programs enabled). |
|
|
Line Item |
Variant |
Target or exclude customers subscribed to a specific subscription product. Orders only enter a Subscription Experience if they contain the subscription version of a product, even if the product can be purchased as both a subscription and one-time. If a processed order contains the one-time version of a product, it will not pass the line-item condition, despite having the same variant ID as the subscription version. |
|
Collection |
Target or exclude customers subscribed to an item(s) in a specified Collection. Orders only enter a Subscription Experience if they contain the subscription version of a product. The product can be purchased as both a subscription and one-time, but if a processed order contains the one-time version of a product, it will not pass the line-item condition, despite having the same variant ID as the subscription version |
|
|
Shipping address |
Country |
Target or exclude customers based on the shipping country provided. |
|
Zip code |
Target or exclude customers based on the zip code provided.
|
Conditional branch node
The default template uses the conditional branch node to send customers down different paths depending on their customer status.
Prospective customers are sent down one path, receiving a 5% credit incentive for completing their checkout order. Existing subscribers are rewarded for loyalty and sent down a separate path, receiving a 10% credit incentive.
Credit node
Update the Credit node to specify whether one-time customers will receive a fixed amount or a percentage-based credit.
Delay node
The delay node appears in the Prospective customer path and delays the next node from executing until the time configured passes.
Notification node
Use the notification node to notify customers about the credit they received. Recharge provides a standard messaging template, which you can use, update, or replace.
You can also update the sender name, email, and subject line within the notification node.
Optional - Add an A/B test to the prebuilt experience
Use the A/B test node to try out different incentives and notifications, and understand what resonates with your customers the most.
Step 3 - 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 Flow 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 offer Credits at the checkout. For stores not on Shopify Plus, credits can only be redeemed via the Affinity customer portal. |
