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CustomersAdjust PointsManually add or deduct points from a customer's account.CustomersAdjust TierManually assign a customer to a different loyalty tier.TeamAdminsManage team members who have access to the Merchant Dashboard and configure their roles and permissions.RulesAnniversary BonusAutomatically reward customers on their loyalty membership anniversary.NotificationsBalance Changed EmailConfigure the email notification sent when a customer's loyalty points balance is updated.NotificationsBirthday & Anniversary EmailsConfigure automated celebration emails sent to customers on their birthday and membership anniversary.RulesBirthday BonusAward birthday rewards and optionally combine a voucher with bonus points.RulesComplete Profile BonusReward profile completion once without duplicate grants on repeated saves.SettingsConfigure Enrollment QuestionsCollect customer answers during manual or automatic enrollment.GamificationCreate and Manage Reveal CardsConfigure scratch-card rewards, odds, stock, and purchase requirements.TierCreate a New TierConfigure starting tiers, qualifying spend windows, and downgrade behavior.RewardsCreate RewardConfigure coupons, store credit, point conversion, expiry, and discount combinations.
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First Purchase

Reward customers after they successfully complete their first purchase.

1 min readUpdated

First PurchaseFirst Purchase

The First Purchase rule rewards customers when they complete their first qualifying order. This incentive can encourage repeat purchases and improve customer retention.

Steps to Create a First Purchase Rule

  1. Open the Rules menu.
  2. Click Create Rule.
  3. Select First Purchase.
  4. Choose the reward type (Points or Voucher).
  5. Set the reward amount customers will receive after their first purchase.
  6. (Optional) Configure tier or segment restrictions.
  7. Set the rule validity period if required.
  8. Click Next to review the configuration.
  9. Click Confirm rule to save and activate the rule.

Confirm First Purchase

Additional Information

  • Rewards are issued only once for the customer's first qualifying purchase.
  • This rule is commonly used to improve customer retention.
  • Rewards are automatically granted after the first order is successfully completed.
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