How to Set Up Ways to Earn in Kefi Loyalty (Step-by-Step Guide)

This guide walks you through exactly how to set up Ways to Earn in the Kefi Loyalty Points Program, following the same steps you see inside your Shopify admin. You’ll learn where to click, how to manage earning rules, and what each setting means when editing a rule.

Step 1: Open the Points Program

1. In your Shopify admin, go to Apps → Kefi: Loyalty Program Rewards

2. Click on Points Program from the left sidebar

You’ll land on the Points Program overview, where you can see two main sections:

• Ways to Earn

• Ways to Redeem

Step 2: Go to Ways to Earn

1. Under Ways to Earn, click Manage

This opens the Ways to Earn page, where all earning rules are listed.

Here you can:

• See all available earning rules

• Check which rules are Active or Inactive

• View how many points each rule awards

• Edit, disable, or delete rules

Step 3: Review Available Earning Rules

By default, Kefi provides the following earning rules:

• Place an Order – Earn points for purchases

• Daily Visit – Earn points for visiting the store

• Sign Up – Earn points for creating an account

• Birthday – Earn points on a customer’s birthday

Only Active rules are visible to customers in the loyalty widget.

Step 4: Edit an Earning Rule

To edit any rule:

1. Click the three-dot menu (⋯) next to a rule

2. Select Edit

This opens the rule’s edit screen, where you can configure how points are earned.

Editing Each Earning Rule

1. Place an Order Rule

This rule controls how customers earn points when they make a purchase.

What you can configure:

• Title – The name shown to customers

• Earning Configuration:

• Incremental (Spend-Based): Earn points based on order value

• Example: 5 points for every $1 spent

• Fixed Points Per Order: Earn a flat number of points per order

• Example: 100 points per order

• Points value and spend amount

• Status: Active or Disabled

• Icon shown in the loyalty widget

This rule is best for driving higher order values.

2. Daily Visit Rule

This rule rewards customers for visiting your store.

What you can configure:

• Title displayed to customers

• Points earned per visit (for example, 10 points)

• Max visits per day (commonly set to 1)

• Status: Active or Disabled

• Icon shown in the loyalty widget

This rule encourages repeat visits and regular engagement.

3. Sign Up Rule

This rule rewards customers for creating an account.

What you can configure:

• Title displayed to customers

• Points earned (one-time reward)

• Status: Active or Disabled

Existing customers can also receive these points the first time they sign in after the rule is activated.

4. Birthday Rule

This rule rewards customers on their birthday.

What you can configure:

• Title displayed to customers

• Points earned on birthday

• Optional requirement to set birthday a certain number of days in advance

• Status: Active or Disabled

• Icon shown in the loyalty widget

Birthday rewards help create a personal and memorable experience.

Step 5: Enable, Disable, or Delete Rules

From the Ways to Earn list, use the three-dot menu to:

• Disable a rule temporarily

• Edit a rule’s configuration

• Delete a rule entirely

Changes take effect immediately.

Step 6: Confirm Customer Experience

Once your earning rules are active:

• Customers see them in the Rewards Launcher on your storefront

• Points are awarded automatically when customers complete eligible actions

Best Practices for Ways to Earn

• Use spend-based points for orders

• Limit daily visit rewards to avoid abuse

• Keep sign-up and birthday rewards meaningful but controlled

• Review rewarded points regularly and adjust values as needed

Your Ways to Earn setup is now complete. Customers can immediately start earning points through the actions you’ve defined.

Need Help?

If you have any questions or need assistance, feel free to contact us:

• Live Chat: Available via the Kefi Bundles app or website.

• Email: wecare@keficommerce.com