Creating Rewards in advanced mode

Advanced mode gives you full control over your Rewards program by replacing the guided setup experience with the Recharge flow canvas. Use advanced mode to add conditional branching, A/B testing, customer segments, and custom node configurations that aren't available in guided setup. 

This guide covers switching a rewards program from guided setup to advanced mode and configuring the flow canvas.

Before you start

• This feature is available through Rewards. Access to Rewards depends on your plan. Check the Loyalty tab in your merchant portal to confirm whether this feature is available in your store.
• You must have an existing rewards program in draft or active state. See Getting started with Rewards to create one.
• Switching to advanced mode is permanent and cannot be undone. The program can't be returned to guided setup after switching. You can still create a new Rewards program in guided setup at any time.

How it works

When you create a Rewards program in Recharge, it starts in guided setup mode, a simplified interface that walks you through program details, milestone configuration, and display settings. Advanced mode replaces that interface with the Recharge flow canvas, which gives you access to the full set of nodes and flow logic available across Recharge's tools.

In advanced mode, your Rewards program becomes a flow you can configure using the different flow nodes.

Any milestones you configured in guided setup carry over to the canvas as a starting point. You can then extend the flow by adding nodes or building conditional branches. 

Step 1 – Switch to advanced mode

The option to switch appears at the bottom of the guided setup page while your program is in draft. Once you confirm the switch, Recharge moves the program to the flow canvas. 

1. Click Loyalty in the merchant portal and select Rewards.
2. Open the rewards program you want to switch to advanced mode.
3. Scroll to the bottom of the page and click Switch to advanced mode. You must have at least one reward configured to switch.
4. Review the confirmation dialog.
5. Click Confirm: switch to advanced mode.

Step 2 – Build your flow in the canvas

After switching, Recharge opens the flow canvas with your program's existing milestone configuration carried over. You can now add nodes, configure conditional branches, and customize the flow to match your reward logic.

Add a node

The Add a node panel on the left lists all available action and condition nodes. To add a node to the canvas:

1. Locate the node you want in the Actions or Conditions tab of the panel.
2. Drag the node onto the canvas and connect it to the flow.
3. Click the node to open its configuration panel and set your options.
4. Click Apply to save the node configuration.

See Nodes & Segments for more information.

Configure the trigger

The flow triggers after an order is processed. Click the Trigger node to add or adjust conditions that control which customers enter the flow, such as, filtering by customer tags, order count, or subscription status. See Understanding the Trigger node when building flows for details.

Use conditional branches

Conditional branches let you route customers to different actions based on their data. For example, you can reward customers differently depending on which order milestone they've reached, or offer a different reward to customers with a specific tag. Click the Conditional branch node to define the conditions for each branch. See Getting started with Flows for an overview of how branches work.

Manage flow settings

Click Manage settings in the top-right corner of the canvas to configure flow settings such as title, description, duration, and run count limit.