Set up promotion codes and customer rewards

Promotion codes provide a discount at checkout. Loyalty rules define how eligible activity can earn rewards, and rewards are managed separately from the rules that make them available.

Create a promotion code

1. Open Promotions → Promotion Codes and choose New code.
2. Enter the code customers will use and set its discount, dates, and usage rules.
3. Save the code, then check its details and status.
4. Share the code with customers and test it in your storefront cart before promoting it.

At checkout, a code is accepted only when its dates, use limits, and rules allow it. If a customer cannot use a code, check those settings and confirm that the cart meets its conditions.

Configure rewards

1. Open Loyalty → Loyalty rules or Reward rules and review the rule options available.
2. Create or edit a rule and save it.
3. Open Loyalty → Rewards to create rewards customers can receive or redeem.
4. Review the rewards and customer history after a qualifying sale.

Reward balances are calculated from eligible activity. Check the customer's reward history when a balance or redemption looks different than expected.