Redemption options

Redemption options are what customers spend their points or store credit on. Each option pairs a price — the amount of balance to spend — with a reward, like a discount code or a free gift. You can create as many options as you like, each with its own audience, sales channels, limits, and schedule. On the Loyalty page they're listed as redemption rules — same thing.

Create a redemption option

In the Toki merchant portal, open Loyalty.
Scroll to the Redemption rules settings section and click Add new rule. This opens the Manage Redemption Options page.
Set the price, the reward, and any restrictions (see the sections below).
Click Save.

Price and audience

Field	What it does
Amount to spend	The number of points (or amount of store credit) the customer pays for this reward.
Segment	Show this option only to customers in the segment you pick. Leave it on For everyone to offer it to all customers.

Segments let you run different redemption deals for different groups — for example, a richer discount for VIPs. Create one option per segment.

A customer who belongs to more than one segment sees every option they qualify for: the options set to For everyone plus the options for each of their segments. The list keeps the order you set on the Loyalty page.

Choose the reward

Pick a Type to decide what the customer gets:

Type	What the customer gets
Free shipping	A free shipping code. You can exclude shipping rates over an amount you set, require a Minimum purchase amount, and restrict free shipping to specific Countries.
Free gift	A free product. You can include up to 100 product variants in one gift.
Discount code	A discount code — see the settings below.
Collectible	A collectible with a name and an image of your choice.
Custom	Anything you want to offer. Write the Message after redemption customers see once they redeem.
Tremendous	A gift card sent through the Tremendous integration. This type appears once Tremendous is set up on your store.
Shopify Store Credit	Credit added to the customer's Shopify store credit balance. Pick the Currency, from the currencies your Shopify store accepts, and enter the Amount. Customers can use the credit at checkout in that currency.

If you pick Shopify Store Credit and the form shows App update required, click Update app on the Shopify row of the Integrations page and approve the store credit permissions. See Integrations and your API key.

Discount code settings

Setting	What it does
Type	Absolute (a fixed amount off), Percentage, Buy X Get Y, or Dynamic. Dynamic discounts calculate the amount from your own logic — chat with us and we'll set it up with you.
Amount	The value of the discount.
Minimum purchase requirements	Require a Minimum purchase amount or a Minimum quantity of items before the code applies, or choose No minimum requirements.
Code prefix	Text each generated code starts with, so your codes are easy to recognize.
Create discount immediately	Creates the discount code right away when the reward is created.
Expiration type	Unlimited (never expires), Relative (expires a set time after the code is created), Absolute (a specific date and time), or End of period (end of the week, month, or year).
Collections	Limit the discount to specific collections. Leave blank to apply it to all products.
Custom discount combination settings	Choose whether the code can combine with product, order, and shipping discounts.
Purchase type	Choose whether the code applies to one-time purchases or subscriptions.

Free shipping and free gift rewards share several of these settings, including the code prefix, expiration, and combination settings.

Channel availability

By default, a redemption option is shown everywhere. To narrow that down, turn on Customize channel availability:

Storefront and POS — choose where the option can be redeemed. At least one channel always stays selected.
Storefront markets — when Storefront is selected, you can show the option only in specific Shopify markets. Leave blank to show it in all storefront markets.
POS locations — when POS is selected, you can show the option only at specific POS locations. Leave blank to show it at all locations.

Storefront covers your online store: the wallet, checkout, and customer account pages. POS covers Shopify POS. Markets only control where the option is offered; the price in points and the reward you set stay the same in every market.

Redeeming in the wallet

Your options appear in the wallet's Spending By Redemption Rules block. To add it, open Design and click Edit on the Wallet module. In a screen section such as Spend Screen, click Add new item and set Block Type to Spending By Redemption Rules. See Design editor for saving and publishing your changes. While a customer's balance is zero, the block stays hidden unless you check Show options at zero balance on it.

Customers pick an option they have enough points for and click Redeem. For a free gift with several variants, they also pick a variant. Toki deducts the points and shows the discount code with a Copy button. A free gift goes into their cart with its code applied, and Open takes them to checkout. For a Custom reward, the block shows your Message after redemption instead, and for Shopify Store Credit, the amount added to the customer's store credit.

Redeeming at the point of sale

Your staff redeem options for customers from the Toki: Redemption tile in Shopify POS:

Add the customer to the sale, or scan the QR code on their wallet pass. Toki loads their balance and the options available at that location.
Under Redemption Options, tap an option. For a free gift with several variants, pick one under Select Product Variant.
Tap Redeem. Toki deducts the points, creates the discount code, and applies it to the sale. A free gift is added to the sale as well. If the code isn't on the sale yet, an Apply button adds it.

For a Custom reward, the screen shows your Message after redemption instead of a discount code, and for Shopify Store Credit, the amount added to the customer's store credit.

See QR codes and POS authentication for how staff scan a customer's pass.

Limits and scheduling

The Limits + Scheduling section controls how often and when the option can be redeemed:

How many times each customer can redeem the reward? — a cap per customer.
How many times the reward can be redeemed in total? — a cap across all customers. Once it's reached, no one can redeem the option anymore.

For both limits, choose Unlimited, Only a few times in total, Few times per day, Few times per week, Few times per month, or Custom for your own period.

Scheduling works the same way as for rewards:

Start date — Available for redemption immediately, or Set start date to pick a date and time.
End date — Available forever, or Set end date.

Manage your redemption options

The Redemption rules settings section on the Loyalty page lists every option with its reward, its price, and where it's available. From the list you can:

Click Edit to open an option and change it.
Drag an option by its handle to reorder the list.
Click the trash button to delete an option.

If an option's schedule hasn't started yet or has already ended, an orange indicator appears next to it in the list.

Save your changes on the Loyalty page after reordering or deleting.

Where customers find their codes

A discount code a customer redeems stays under Your Coupons in their wallet until it's used on an order or expires. A customer who leaves checkout without buying keeps the code for a later order.

Customers can also return a code they bought with points. Under the code, the wallet shows "Don't want to use it? Click here to get your points back." The code stops working, and the points go back to their balance within 5 minutes. To hide this link, uncheck Show refund button on the Coupons Block in Design. To return unused codes automatically, turn on Allow auto refund in the Auto refund settings section of the Loyalty page, set a Refund time, and click Save in the bar at the top.

Codes and gifts customers earn from your rewards show up in the wallet the same way, with nothing to claim. When a Birthday reward pays out, for example, its discount code appears under Your Coupons. Free gifts appear under Free Gifts once you add the Gifts Block to a wallet screen. Customers redeem them there themselves: Redeem opens checkout with the gift and its code applied. For a gift with several variants, they pick one first.

Other ways customers spend their balance

Redemption options trade a set price for a set reward. Customers can also turn an amount of their choice into a discount code, or spend their whole balance with a total code. You set both up per redemption rule in the Redemption rules section, further down the Loyalty page. It's a separate section from Redemption rules settings, which lists your redemption options.

Way to spend	What the customer does	What they get
Redemption options	Picks an option in the Spending By Redemption Rules block and clicks Redeem.	The option's reward, for the option's price.
Chosen amount	Enters how much to spend, for example in the wallet's Credit Spender Block.	A one-time discount code for that amount, kept under Your Coupons.
Total code	Copies their personal code from the wallet's Total Code block and enters it at checkout.	Their whole balance applied to the order, up to your Max balance. Whatever the order doesn't use stays in their balance.

Customers see the blocks you place on your wallet screens in Design. The Credit Spender Block is part of the default wallet screens. Add the Total Code block the same way as the Spending By Redemption Rules block in "Redeeming in the wallet" above.

To give a group of customers different settings, click Add redemption rule. Each rule has its own Segment and Shops to apply the rule. When several rules match a customer, the one lowest in the list applies. Drag the rules under Priority of redemption rules to reorder them, then click Save in the bar at the top.

Limits for chosen amounts

Pick a rule, then set its limits in Discount code redemption settings:

Min discount possible and Max discount possible: the smallest and largest code a customer can create at once. Toki turns down amounts outside this range.
Minimum cart spend: the cart subtotal a code needs before it applies.

Total code settings

Pick a rule, then set up its total code in Total code redemption settings:

Setting	What it does
Min balance	The balance, in your currency, a customer needs to get a total code. If their balance drops below it, the code is removed.
Max balance	The most one total code is worth. Leave it empty and the code covers the whole balance.
Mechanism	Discount code makes the total code a Shopify discount code. Once an order uses it, the customer gets a new code the next time they open the Total Code block. Gift cards makes it a Shopify gift card whose balance follows the customer's balance.
Total code combination settings	For Discount code: which other discounts the total code combines with.
How many times each customer can use the total code	Caps how often each customer can use it.
Destroy total code on refund	Removes the code when an order that used it is cancelled or fully refunded.

Toki creates a customer's total code the first time they open the Total Code block, and its value follows their balance. If an order that used the code is cancelled or fully refunded, the points go back to the customer's balance.

Let customers cash out through Tremendous

With the Tremendous integration, customers can turn their balance into a payout, such as PayPal or a gift card, that Tremendous emails to them. To connect Tremendous, see Integrations and your API key.

Open Integrations, find Tremendous, and click Manage.
In the Cash out card, check Enable cash out.
Click Add rule and fill in the rule's settings.
Click Save in the bar at the top.

Setting	What it does
Enable rule	Turns the rule on or off.
Rule name	The name customers pick from when more than one rule applies to them.
Store credit	The balance customers cash out from.
Payout methods	The payouts customers can choose, such as PayPal or a gift card. Each one is listed with its country.
Markets	Offer the rule only in these Shopify markets. Leave it empty for all markets.
Customer segments	Offer the rule only to customers in these segments. Being in any one of them is enough. Leave it empty for everyone.
Minimum amount and Maximum amount	The smallest and largest amount a customer can cash out at once. Leave Maximum amount empty for no rule maximum. Each payout method's own limits still apply.
Cash out frequency	How often each customer can cash out with this rule, across all its payout methods.

Amounts convert at the store credit's default conversion rate, the one for All customers, and payouts are in your store's currency. Tremendous pays each payout from your Tremendous account balance, so keep it funded.

Customers cash out from the Tremendous Cash Out block. Add it to a wallet screen the same way as the Spending By Redemption Rules block. In the block, the customer sees their available balance, picks a payout method, enters an amount within the limits shown, and clicks Cash out. Toki deducts the points right away, and Tremendous emails the payout. Past payouts are listed under "Withdrawal history" in the same block.

To see every customer's payouts, click Payout history in the Cash out card:

Status	What it means
Processing	Toki is sending the payout to Tremendous.
Email sent	Tremendous accepted the payout and emailed it to the customer.
Failed · refunded	Tremendous declined the payout, and the points went back to the customer's balance.
Needs review	The payout isn't confirmed yet, so the customer's points stay reserved. Chat with us and include the payout's Reference.

If you uncheck Enable cash out, your rules are kept and payouts already underway still finish.