Action-based Rewards Early Adopter Program

Action-based Rewards lets you reward subscribers and customers for non-transactional behaviors, like signing up for SMS marketing, joining your newsletter, following your brand on social media, or leaving a product review. Using Shopify Flow, you can set up a reward program that automatically issues a reward from Recharge Loyalty whenever a customer completes the action you choose.

This guide covers how Action-Based Rewards works and how to set it up during the Early Adopter Program.

Before you start

• Action-based Rewards is in Early Adopter status. See Early Adopter Program for more information. Contact support to request access to this feature.

• You must have access to Rewards to follow this tutorial. 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.

How it works

Action-Based Rewards uses Shopify Flow as the triggering mechanism. You build a workflow in Shopify Flow that listens for the action you want to reward, and that workflow triggers a reward program in Recharge. When the workflow runs, Recharge issues the associated reward to the customer.

Shopify Flow's triggers fall into two categories:

• Native Shopify events: Built into Shopify itself, with no extra app required, such as a customer subscribing to email or SMS marketing, or a tag being added to a customer.
• App-generated events: Created by third-party apps installed on your store, such as a review app that exposes a "review submitted" trigger.

The behaviors you can reward depend on which apps you have installed, since Recharge doesn't need to natively support each one. You don't need custom development or a direct API integration, you configure everything using tools you already know, Shopify Flow, plus a guided setup experience inside Recharge.

Set-up instructions

Setting up Action-Based Rewards happens in two places: you create the reward program in Recharge, then build the triggering workflow in Shopify Flow.

Step 1 – Create the reward program in Recharge

Before you build the Shopify Flow, the reward you want to trigger must already exist and be active in Recharge Loyalty.

1. Go to Loyalty and select Rewards in the Recharge admin.
2. Create a new action-based reward and name it.
3. Choose who's eligible to receive the reward: all customers or only active subscribers.
4. Choose the reward customers should receive when they complete the action: a free gift, a discount, or a credit. Free gifts and discounts are only available if you selected active subscribers, since they're added to an upcoming order.
5. Choose how many times a customer can earn this reward.
6. Optional: Configure a notification to send to the customer after they earn the reward.
7. Optional: Use advanced mode if you need further customization.
8. Activate the reward. A reward's status must be set to active before it can be selected in Shopify Flow.

9. Copy the Recharge rewards ID. You'll need this when you configure your Shopify Flow.

   

Step 2 – Set up the triggering flow in Shopify Flow

The Shopify Flow you build determines which customer action issues the reward.

1. Open Shopify Flow from your Shopify admin and create a new workflow.
2. Choose the trigger for the behavior you want to reward. This can be one of the following:
   • A native Shopify trigger, such as Customer subscribed to marketing or Customer tagged.
   • A trigger added by an installed app, such as a review submission or social follow event.
3. Add an action step, then search for and select the Recharge Subscriptions app and choose the Recharge Rewards action.
4. Enter the Recharge rewards ID you copied in Step 1.

5. Activate your Shopify Flow.