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Reward a custom action with Shopify Flow

Charm’s built-in earning rules cover the common cases (orders, signups, reviews, referrals…). When you want to reward something Charm doesn’t track natively — a completed survey, a user-generated post, an event check-in, a support-portal action — use a Custom action rule. Charm shows it as a way to earn; your own automation (Shopify Flow) grants the points.

Steps

  1. Go to Programs → Ways to earn and click Add way to earn.
  2. Choose Custom action (points via Shopify Flow).
  3. Set the points value to show on the card. (Charm only displays this — your Flow awards the actual points, so keep the two in sync.)
  4. (Optional) Turn on Add a link to give customers a Link to take part, and set your own Button text. Visiting the link earns nothing on its own.
  5. Copy the Rule ID shown on the rule — you’ll need it in Flow. (It becomes active once you save the rule.)
  6. Add the rule and click Save.

Connect it to Shopify Flow

The points are granted by Flow’s Award loyalty points action:

  1. In Shopify Flow, build (or edit) the workflow that detects your action — its trigger is whatever signals the action happened (a tag added, a webhook, an app event, and so on).
  2. Add the Award loyalty points action (provided by Charm — see Shopify Flow).
  3. Paste your rule’s Rule ID into the action’s Charm rule ID field.
  4. Set the points to award — matching the number you put on the card.

Charm then links each award back to this rule, so it can attribute the points correctly and track completion for the customer.

What completion tracking does

Once an award arrives with a matching Charm rule ID, Charm treats the action as done for that customer:

  • Their Ways to earn card for the action is marked completed (a checkmark), so it stops showing as still-available on the storefront widget and Loyalty Hub.
  • The rule’s name appears on their points history for that award (e.g. “Complete a survey”), instead of a generic “Awarded by Shopify Flow”.
  • They receive the standard points-earned email, same as any other earning rule.

Linking is per-award via the Rule ID — it’s the only opt-in. An award without a matching ID still credits the points, but it won’t tick the card or carry the rule’s name; and an ID that matches no rule never fails the award (the customer keeps the points, you just don’t get the checkmark).