Your first program

A loyalty program in Charm is three decisions: how customers earn, what they can redeem, and where it shows up. This page covers the first two — built from Program → Ways to earn and Ways to redeem; the third is Storefront surfaces.

Build your loyalty program in Charm — the Ways to earn and Ways to redeem panels

1. Choose how customers earn

Charm ships 18 earning rules across three groups. Most stores start with 3–5 and add more over time. Each rule has its own points value, caps, and cooldowns; the base point value (e.g. 1 point per $1) is set once and is separate from the rules, so changing it re-prices liability without rewriting earn history.

Getting started

Earning rule	What it does
Points per amount spent	Reward customers for every order they place — with optional tiers for larger ones.
Signup bonus	Give points when a customer creates an account.
Celebrate a birthday	Award points on each customer’s birthday — with an optional waiting period that blocks instant claims.
Cashback as store credit	Credit a percentage of each paid order back as store credit.

Engagement

Earning rule	What it does
Order count milestones	Reward repeat buyers at milestones (e.g. 3rd, 5th, 10th order).
Digital punch card	Reward repeat buyers automatically — every N orders earns a reward, then the card resets.
Order from a collection	Bonus points when an order includes items from a collection you choose.
Start a subscription	Bonus points when an order includes a subscription item.
Order a specific product	Award bonus points when a customer orders a specific product.
Post a product review	Reward reviews from Judge.me, REVIEWS.io, Okendo, Yotpo, Stamped, Loox, Fera, or Air Reviews — see review apps.
Visit a URL	Reward customers for visiting a specific page or link.
Custom action	Create your own claimable action — watch a video, join Discord, complete a profile. Add as many as you like.

Social media

Earning rule	What it does
Follow on TikTok	Reward customers for following your TikTok account.
Like page on Facebook	Reward customers for liking your Facebook page.
Share on Facebook	Reward customers for sharing your store on Facebook.
Follow on Instagram	Reward customers for following your Instagram account.
Follow on X	Reward customers for following your X account.
Share on X	Reward customers for sharing your store on X.

Referral conversions also award points — that’s the separate Referrals program. To start, try Set up a signup bonus or Reward a collection purchase.

Calibrate for redemption

Set the first redemption tier so a customer can reach a meaningful reward by their third order. If AOV is $60 at 1pt/$1, that’s ~120 points after two orders — make 100 points = $5 off. A visible redemption path is the single biggest driver of redemption rate.

2. Choose what customers redeem

Charm ships six reward types, set up from Program → Ways to redeem:

Reward	What it does
Amount discount	Customers redeem points for a fixed amount off.
Percentage discount	Customers redeem points for a percentage discount.
Store credit	Redeem points for store credit, auto-applied at checkout.
Free shipping	Customers redeem points for free shipping on their order.
Product discount	Redeem points for a free or discounted product.
Collection discount	Customers redeem points for a percentage off items from a specific collection.

Charm's Ways to redeem reward types — amount, percentage, store credit, free shipping, product, and collection discounts

Rewards can be stackable or exclusive, carry minimum-order requirements, and expire after a configurable window. Per-customer redemption caps prevent abuse, and each reward can be redeemed online or in-store (POS).

Run limited-time events

Need a double-points weekend or a reward sale? That’s a campaign — a scheduled boost or Reward Spotlight on top of these base rules.

3. Layer on tiers, referrals & memberships (optional)

With earn and redeem in place, three optional programs deepen loyalty — each stacks on top of the points economy you just built.

Charm's Referral program and VIP tiers, configured from the dashboard

• VIP tiers — free, points-based cohorts your most engaged customers earn into automatically (Bronze → Silver → Gold → Platinum), each with its own earn multiplier and perks.
• Referrals — reward a customer when a friend they refer places a first qualifying order; tune the referrer/referee split, hold-back delay, and caps, and set a custom referral code prefix.
• Paid memberships — a plan customers buy (one or more tiers) whose perks stack on top of VIP tiers and points.

Charm's paid memberships — sell one or more membership tiers whose perks stack on top of VIP tiers

4. Eligibility & anti-fraud

Configure order eligibility (which orders earn), points expiry (default: 12 months of inactivity), and anti-fraud cooldowns. See Eligibility & expiry.

When the program looks right, take it live →.