Set up a signup bonus for new customers

Give customers an initial points reward the moment they join, so they start with a balance worth coming back for.

Steps

1. Go to Program → Earning points and click Add way to earn.
2. Choose Signup bonus from the rule list.
3. Set Bonus points and choose Who can earn this bonus.
4. Under When to award the bonus, choose As soon as the account is created (default), After the customer’s first paid order, or After the customer opts into email marketing. Then add the rule and Save.

Tip

The audience choice matters. All eligible customers who have not received it yet also rewards your existing members on their next activity, while New customer profiles only limits the bonus to people who join after the date you save. The bonus is granted once per customer, and Charm’s cooldown prevents double-dipping. Who counts as “eligible” follows your eligibility settings.

Tip

When to award the bonus controls the timing. Deferring it until the customer’s first paid order or an email opt-in targets a higher-intent audience and blocks the “create a throwaway account and grab the points” pattern. Leave it on As soon as the account is created for the fastest welcome.

What customers see

When the bonus waits for a condition, customers are told what unlocks it. On the floating widget, the Loyalty Hub and the landing page, the signup bonus carries an info tip that reads “Credited after the first order” or “Credited after subscribing to emails”, so a new member who sees no points yet knows why. You don’t write anything: the tip follows your When to award the bonus choice and is translated for every storefront language. A bonus paid as soon as the account is created shows no tip.

When the bonus is credited as the account is created, Charm credits it before it sends the Welcome to the program email, so the balance in that email already includes the bonus.

Related

• Concept: Points & rewards
• Reward purchases from a specific collection
• Pause an earning rule without deleting it