Control when an order earns points (paid vs authorized vs pending)

Decide which payment status an order must reach before Charm awards points, so points fire at the moment that fits your fulfilment flow.

Steps

1. Go to Settings → Points Program → Order rules.
2. Turn on Customize points calculation, then in Award points when order is choose Paid, Authorized, Partially paid, or Pending.
3. Click Save to apply the change.

Caution

Points are issued the first time the order reaches the status you pick (or anything stronger). Pending covers manual payment methods, so points award before money is confirmed — use it only if you trust the channel, since you’d have to reverse points manually if the order never completes. Refunds and eligibility rules can still claw points back automatically.

Points per item instead of per amount spent

The Points on purchases rule pays points either for the amount spent or for each item bought. With the item basis, every item earns the same number of points, whatever it costs.

1. Go to Program → Earning points and open the Points on purchases rule, or add it with Add way to earn.
2. Set Award points based on to Items purchased. Amount spent is the default.
3. Set Points per item purchased (10 by default, in whole points).
4. Click Save changes (or Add for a new rule), then Save.

How items are counted:

• Every unit counts. An order with three of one product and one of another earns four times the rate.
• Excluded items don’t count. Anything you exclude from earning earns nothing, and the rest of the order still earns per item.
• No bonus tiers. Order value plays no part, so Bonus tiers disappear from the rule when you pick Items purchased, and the storefront shows no spend ladder.
• Refunds and cancellations go item by item. Refunding one item of three takes back the points for that one item.
• Multipliers still apply. A VIP tier multiplier or a points multiplier campaign multiplies the per-item rate: at 10 points per item, a 2× tier earns 20. Because the per-item rate is fixed, a tier’s Points multiplier editor offers the multiplier only, not As a rate.

On the storefront, the rule reads as a short rate: “10 points for every item” on the landing page tile, and “+10” with “for every item” in the floating widget. When you exclude items from earning, the wording says “eligible” or “qualifying” item instead. The product page points estimate follows the quantity the shopper picks, so choosing 3 shows the points for three items.

What “orders over €30” measures

Several rules let you require a minimum order value: the punch card, the order-count milestone ladder, the referral qualifying order, and a reward’s own minimum purchase. All four measure the same thing — the order subtotal:

• after discounts,
• taxes as your store charges them (included in prices, or added on top),
• excluding shipping.

That’s the basis Shopify itself checks when it enforces a discount’s minimum purchase, so the €30 you type in one field is the same €30 in every other. This is deliberately not the same question as “what am I willing to pay points on” — the earning basis can exclude tax, shipping, gift cards or specific products without changing what counts as a €30 order.

Note

Orders placed before a minimum existed keep their recorded value, so switching a minimum on never rewrites history or erases a customer’s progress.

Tiered earning (spend ladder)

When your Points on purchases rule earns on Amount spent and has two or more bonus tiers, the Loyalty Hub shows them as a full-width “spend more, earn more” ladder instead of a single line: each tier’s spend threshold and earning rate, so customers see exactly what they earn at each level. The ladder appears automatically; there’s nothing to switch on.

To edit the line above the ladder, go to Visibility → Customer copy and set Spend ladder intro. It shows in each customer’s storefront language.

Reward historic purchases

When a shopper joins the program, Charm can award points for the guest purchases they made before signing up (matched by email, capped at 50 orders, and never reaching before your program’s launch).

1. Go to Settings → Points Program → Order rules.
2. Turn on Reward historic purchases — a window picker appears. Choose 1, 3, 6 or 12 months (1 month is the default). Leave the switch off to award nothing for pre-signup orders.
3. Click Save.

The backfill runs both when an account is created and when an existing customer joins through the widget or the loyalty page.

Related

• Concept: Points & rewards
• Reward purchases from a specific collection
• Customize Loyalty Hub card titles and icons
• Concept: Eligibility, expiry & anti-fraud