Use Recharge's Make any subscription purchase template to offer credits on every subscription purchase. Subscribers can build a credit balance over time, reducing the likelihood of cancellations.

This guide explains how to create a strategy that rewards subscribers with 3% credits after checkout and recurring orders.

Before you start

• Rewards are available as part of the Retain package to merchants on the Pro and Custom plans.
• Customers can view and manage their credits in the customer portal. See Credits for more information.

How it works

Recharge offers a pre-built template that automatically applies 3% credit to a customer's account after every order.

This template uses the Credit node, allowing you to issue 3% of a customer’s purchase total as credits on both checkout and recurring orders. You can customize Recharge's pre-built template before saving and activating your flow to align with your business needs.

Step 1 - Create the experience

Create the Rewards experience in Recharge:

1. Click Loyalty in the merchant portal and select Rewards from the dropdown.
2. Click Create from the template and select Make any subscription purchase.

Step 2 - Review the template

Recharge designed this template to streamline the Rewards creation process. This ready-made template is flexible, allowing you to tailor the experience by adjusting or removing the preconfigured nodes.

Step 1 - Review the Trigger node

The existing trigger rules process the experience for every order. You can keep this as is, or update the Trigger node to set customer conditions and define which customers should enter the experience.

Step 2 - Update the Incentive node

Click on the Incentive node to specify the incentive qualifying customers receive when they enter the experience:

1. Set the Incentive type to determine if customers will receive a free one-time product or an order discount.
2. Select the free product, or enter the discount amount.
3. Confirm how incentives work if a customer skips an order.
4. Click Apply to save your changes.

Step 3 - Review the Segment node

Use the Segment node to add or remove customers from a segment after they receive an incentive:

1. Click on the Segment node.
2. Confirm if you would like to add or remove customers from a segment.
3. Select the segment from the drop-down menu or click Create new segment to create a segment. 
4. Click Apply to save your changes.

Alternatively, you can click the three vertical dot menu on the Segment node to delete the node. See Using the Segment node for Reward Strategies for additional details.

Optional - Add addition nodes

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 Notification node: Use Recharge's prebuilt notification, or design your own to notify customers about their store credit
• The Klaviyo node: Create branded notifications in Klaviyo, notifying customers about their store credit

Step 3 - Manage settings

Click Manage settings to rename the experience and add a description. You can also set the flow duration and run count limit. See Settings for additional details. These settings cannot be altered after activating the flow.

Step 4 - Save and activate the flow

Save and activate the flow to allow customers to engage with the experience.

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

2. Click Activate when you are ready to go live and automatically issue credits to your customers.