Shopify Wallets

Wallets are created when the customer makes the first purchase. Post purchase, if the customer wants to return the product and claim refund, wallets help in making refunds quicker and seamless. It also helps recapture lost revenue by parking funds in a wallet which the customer can use for subsequent purchases. In addition to this, you can also create campaigns and set rules to credit customer wallets with loyalty points.

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Set Up Campaigns

Set up loyalty rewards campaigns, add loyalty points and set rules for earning and using points in your Shopify Dashboard.

1. Log in to the Dashboard.
2. Go to the Payments tab and click Wallets under Loyalty Products.
3. Click + New Campaign in the Campaigns tab.
4. Enter the campaign name of your choice. For example, Freedom Sale.
5. Choose Trigger Based Campaign. Trigger Based Campaign adds points whenever a particular event is triggered. For example, if you want to credit your customer with points based on the order value and set redemption rules, you can set it up using the Trigger Based Campaign feature.
6. Click Create Campaign to go to the Trigger Based campaign home page and set up the rules for the campaign.

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Trigger Based Campaign

Set up a Trigger-Based campaign by performing the following steps:

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1. Trigger & Action

Follow the steps below to set up an event which triggers an action. All fields in Trigger and Action are mandatory. Check the example tab for detailed illustration.

1. Under If this happens, choose one of the events (order_placed, order_fulfilled or wallet_credited) from the dropdown list.
2. Click + Add Attributes, if required, to create additional attributes (conditions) to the selected event to ensure that points get added only if all the conditions are fulfilled.
   • You can add one or more attributes for a particular event.
   • You can also have nil attributes.
3. After setting up the trigger event, you can now set up the action to follow under Do this.
4. Click + Action under Do this.
5. Select the default container and program combination Credit_Wallet and Container_PPI_Program. The other fields are displayed.
6. Select Flat or Percentage in Credit Type depending on your choice.
   • Select Flat to credit a fixed amount to the customer wallet for every trigger event (and attributes, if any)
   • Select Percentage if you wish to credit the wallet with a percentage of the trigger event value.
7. Enter the flat/percentage value of your choice in the Credit Amount field. Event is auto-populated. Select the required attribute from the adjacent dropdown list.
8. Enter a value of your choice in the Max credit field if you wish to cap the maximum points that can be credited to the customer wallet per transaction to control your wallet budget. Select No Max Limit checkbox if you do not wish to keep a limit. The Max credit field will be disabled automatically.
9. Click Next to go to Burn Rules.

Consider you want to ensure that all orders above ₹1,000 qualify for reward points. You also want 1% of all order values of the customer to be credited to the wallet, with a maximum cap of 100 points per order. Here placing of the order acts as the event which triggers the action of crediting the customer wallet.

1. In the Trigger Event, under If this happens, select order_placed event and click + Add Attributes to add order.amount, is greater than and 1000 as attributes.
2. In Action, under Do this, select the default options Credit_Wallet and Container_PPI_Program.
3. Select Credit type as Percentage.
4. In the Credit amount field, enter 1. The next field automatically populates the event you had set up, that is, order_placed.
5. Select the attribute order_amount from the next dropdown and click Next. You have now succesfully set up a trigger event and action where the customer wallet will be credited with 1% of order amount, wherever the order value exceeds ₹1000, upto a maximum of 100 points per order transaction.

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2. Burn Rules

Follow the steps below to set rules for burning (using) the points acquired by your customer. The unused points/amount accumulated in the customer wallet expire after the validity period you set here. You can also set a minimum order value above which the wallet amount can be used.

1. Under Points expire after, enter the number of days/months/years in the first field and select one of Days/Months/Years from the dropdown list.
2. Enter a value of your choice in the Minimum order value field (>= ). This ensures that the customer can use the points only for a minimum order value set by you. Click Next.

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3. Campaign Settings

Set campaign start and end time, campaign amount limits and user limits by following the steps below. There are 3 sections here, namely, Campaign Schedule, Campaign Limits and User Limits. Set the preferred schedule of your campaign. All wallet credit actions will take place only within the schedule set here.

1. Select a date of your choice in the Starts From field, click Apply, and select a time from the At dropdown list.
2. Select the Start Immediately checkbox if you want to start the campaign immediately. Selecting this option disables the Starts From and At fields.
3. Select a date of your choice in the Ends On field, click Apply, and select a time from the At dropdown list.
4. Select the No End Date checkbox if you want the campaign to continue throughout. Selecting this option disables the Ends On and At fields.

These limits are applicable for the consolidated amount and actions for all the customer wallets, and not for individual ones. Once set, these limits apply to the entire campaign. The campaign will pause if one of these limits are breached and no further rewards will be credited. Setting limits helps to keep your wallet budget in check and also put a check on large number of small value transactions customers may do to avail campaign benefits. 5. Click the Limit total amount credited checkbox to if you wish to cap the total wallet amount. The Max amount and Applies fields gets enabled. 6. Enter an amount of your choice in the Max amount field, limiting the maximum amount that can be accumulated in all the wallets put together. 7. Select one from Daily/Weekly/Monthly/Yearly/Till Campaign Ends in the Applies dropdown list to set this limit for a period. 8. Click the Limit no.of actions performed checkbox if you wish to cap the number of total wallet credit transactions. The Max actions and Applies fields gets enabled. 9. Enter a figure of your choice in the Max actions field, limiting the maximum number of transactions. 10. Select one from Daily/Weekly/Monthly/Yearly/Till Campaign Ends in the Applies dropdown list to set the limit for a period. These limits apply to individual users. When breached, the campaign will stop crediting rewards to that user.

1. Select the Limit total amount credited per user checkbox if you wish to cap wallet points accumulation per customer. The Max amount and Applies fields gets enabled.
2. Enter an amount of your choice in the Max amount. The customer wallet will not be credited beyond this limit even if eligible otherwise.
3. Select one from Daily/Weekly/Monthly/Yearly/Till Campaign Ends in the Applies dropdown list to set this limit per period.
4. Click the Limit no.of actions per user checkbox if you wish to cap the number of wallet credits for a customer and put a check on large number of small value transactions customers may do to avail campaign benefits. The Max actions and Applies fields gets enabled.
5. Enter a figure of your choice in the Max actions field, limiting the maximum number of transactions per user.
6. Select one from Daily/Weekly/Monthly/Yearly/Till Campaign Ends in the Applies dropdown list to set this limit per period and Click Next.

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4. Review & Publish

Review the set campaign rules and publish the campaign.

1. Check the Trigger & Action section to review the trigger events and actions you set for the campaign.
2. Review the rules set for burning the points under the Burn Rules section.
3. Review the campaign schedule, campaign limits and user wise limits under the Campaign Settings section.
4. Click Publish Campaign once you verify all of the above and confirm on the pop-up modal.

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Pause or Stop Campaign

Once you have published the campaign, it is listed in your Wallets home page. Use the pause or stop button against the campaign to either pause your campaign temporarily or stop it permanently.

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Related Information

• Razorpay Engage
• Engage Retention Engine