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Setting up earn rules in the Leat plugin for WooCommerce

Earn rules in the Leat plugin decide what your contacts see in the earn section of the loyalty dashboard on your WordPress site. They also let contacts claim points for one-off actions, like following you on Instagram or adding their birthday.

How many points an order earns isn't set here. That's done with the order rules in the Leat dashboard: see "How many points an order earns" below.

This article follows version 5.4.0 of the plugin. If your Leat page in WordPress looks different, update the plugin first.

Find your earn rules

  1. In the WordPress admin sidebar, click Leat.
  2. Click Earn Rules.

The list shows each rule's title, its type, and whether it's Published or Draft. Only published rules are shown to contacts.

Add an earn rule

  1. Click Add earn rule.
  2. Fill in a Title. Only you see it, so use whatever helps you tell rules apart.
  3. Choose the Rule type.
  4. Click Create. The rule is created as a draft.
  5. Open the rule, fill in its settings (see below) and click Save and activate. Click the arrow next to it and choose Save as draft to save it without showing it yet.

The Get Started tab can also create several earn rules in one go during setup.

The rule types

  • Like on Facebook, Follow on TikTok and Follow on Instagram. Fill in the Credits a contact gets, and the account's handle without the @.
  • Create an account. Fill in the Credits a contact gets.
  • Add your birthday. Fill in the Credits a contact gets. The contact enters their birthday to claim them.
  • Place an order. This one only tells contacts that orders earn points. It has no Credits field, because what an order earns comes from your order rules in Leat.

You can have as many Place an order rules as you like. Each of the other types can exist once, so it disappears from Rule type once you've added it.

There's no type for any other action, and an earn rule has no field for a link.

What contacts see

Every rule has a Label: the text contacts see in their account and in the loyalty blocks. You can use placeholders in it:

  • {{ credits }}: the points the rule gives. Not available for Place an order.
  • {{ credits_currency }}: what you call your points.
  • {{ handle }}: the social account's handle. Only for the 3 social rules.

The Status in the rule's Details panel switches it between Active and Inactive. Inactive rules aren't shown to contacts.

To show your earn rules on a page, add the Earn Rules List block to it in the block editor.

How contacts claim points

For the social, account and birthday rules, a contact clicks Claim and the points are added to their balance in Leat. Each contact can claim each of these once, and only after they've joined your loyalty program.

The plugin doesn't check whether a contact actually liked or followed your account. Clicking Claim is enough.

How many points an order earns

WooCommerce sends purchases to Leat as orders, so the points for an order are calculated by your order rules:

  1. In the Leat dashboard, go to Loyalty → Earn rules.
  2. On the Orders card, click Open rules.

See Setting up order rules for how they work. The base rule under Unit transactions doesn't apply to WooCommerce orders.

In WordPress, the Loyalty Program tab of the Leat page decides which orders count and which part of them:

  • Reward order status: the order status that adds the points. Completed by default.
  • Withdraw credits order statuses: the statuses that take the points back. Refunded by default.
  • Reward order parts: which parts of the order count. Only Subtotal by default. You can add Tax, Shipping and Fees.

What goes wrong

  • You changed the Place an order rule and contacts still earn the same. That rule only sets what contacts see. Change the order rules in Leat instead.
  • The earn section promises a different number than contacts get. The default label of a Place an order rule says contacts earn 10 points for every order, whatever your order rules say. Edit the Label to match your order rules.
  • A contact can't claim points. They haven't joined your loyalty program yet, or they've already claimed that rule.
  • You can't add a second Instagram rule. Each social, account and birthday rule can exist once.
  • A rule doesn't show on your site. It's still Draft or Inactive.
  • No points after an order. The order hasn't reached the Reward order status yet, or the order rules in Leat aren't active. See Setting up order rules.

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