Use Recharge's Make any subscription purchase template to reward customers on every subscription purchase. You can offer customers credits, free gifts, or percentage-based discounts as a reward for their loyalty.

This guide explains how to create a strategy that rewards subscribers after either checkout or recurring orders.

Before you start

• Rewards are available as part of the Retain package to merchants on contracted Pro and Custom plans. Speak with your CSM, or navigate to the Rewards page under Loyalty in the Recharge merchant portal to express your interest in Rewards.
• Customers can view and manage their credits in the customer portal. See Credits for more information.

How it works

Recharge provides a pre-built template that automatically issues a 3% store credit to customers after each order. Before activating the flow, you can customize the flow template to fit your business needs. You can:

• Keep the 3% credit incentive
• Change the credit amount
• Replace the credit with a free gift or order discount
• Combine incentives to offer multiple rewards

See How Credits work for detailed information on how Recharge calculates the amount of credits to issue a customer. 

Step 1 - Create the flow

Create the Rewards flow 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 flow by adjusting or removing the preconfigured nodes.

Step 1 - Review the Trigger node

The existing trigger rules apply the flow to each checkout and recurring order. You can keep this as is, or update the Trigger node to set customer conditions and define which customers should enter the flow.

Step 2 - Add the incentive

By default, this template uses the Issue credit node, which applies a 3% credit based on the customer’s total order value. You can keep this node to issue credits on each purchase, replace it with the Incentive node to offer a free discount or gift instead, or use both to combine rewards.

Issue credit

The Issue credit node defaults to applying a 3% credit based on the customer's total order value. You can keep this credit amount or change the incentive:

1. Click on the Issue credit node on the canvas.
2. In the Configure credit section, choose how to apply the credit:
   • Fixed amount: Reward customers with a specific dollar amount of credits.
   • Percentage: Reward customers with a percentage-based credit. 
3. Enter the credit value.
4. Under When should credits expire?, choose one of the following:
   • Use credit store settings: Follows your store’s global credit expiration rules.
   • After a set time period: Set a custom expiration timeframe for the credit.
   • Never expire: Issue credits that do not expire.
5. Click Apply to save your changes.

Provide an incentive

Add the Incentive node to the flow to reward customers with a free one-time product or a percentage-based discount:

1. Click Show next to Canvas actions.

2. Drag the Incentive node onto the canvas.

3. To only offer an incentive, click the three vertical dots menu next to the Issue credit node and select Delete to remove it. If you keep the Issue credit node, customers will receive both the incentive and store credit.

4. Set the Incentive type to choose between offering a free one-time product or a percentage-based discount on their subscription product.

5. Select the free product, or enter the discount amount.

6. Choose how the incentive should behave if a customer skips an order.

7. Click Apply to save your changes.

Optional - Add additional nodes

Click Show next to Canvas actions,  and then  the + plus icon to add additional nodes, such as:

• The Conditional branch node: Create different flows 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
• The Segment node: Add or remove customers from a segment after they receive the reward

Step 3 - Manage settings

Click Manage settings to rename the flow 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 flow.

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

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