Docs/Merchants/Rewards Program
Reward types
Last updated
Every reward rule in Toki grants exactly one thing: a set number of points, a discount code, a free gift, and so on. The Type field in the rule decides what that is, and each type brings its own settings. This article walks through every type and what it does.
Pick a type
- In the merchant portal, open Loyalty and pick a reward in the Ways to Earn section — or open a redemption option.
- In the reward rule, choose a Type.
- Fill in the fields that appear for that type and click Save.
You can switch the type at any point. Toki keeps what it can from your current setup and fills in sensible starting values — for example, choosing Buy X Get Y starts you at "buy 1, get 1 free."
The types at a glance
| Type | What the customer gets |
|---|---|
| Fixed amount | A set amount of your store credit. The option is labeled with your credit's name — for example, "Fixed amount of Points." |
| Based on spend | Points for every unit of currency spent — cashback. |
| Free gift | One or more products, free. |
| Discount code | A discount code: a fixed amount off, a percentage off, Buy X Get Y, or fully custom logic. |
| Free shipping | A free shipping discount code. |
| Collectible | A named collectible with an image. |
| Custom | Anything you describe in text and fulfill yourself. |
| Tremendous | A digital gift card through the Tremendous integration. |
| Shopify Store Credit | Credit on the customer's Shopify store credit balance, in a Currency your Shopify store accepts. They use it at checkout. |
| Without reward | Nothing — but the completion is still recorded. |
| Inactive | Nothing at all. The rule acts as if it doesn't exist. |
The list you see depends on where you're editing:
- Earning rewards offer fixed amounts, free gifts, discount codes, collectibles, custom rewards, and Shopify Store Credit.
- Based on spend appears for purchase, spend, referral, receipt-upload, and paid membership rewards.
- Redemption options offer free shipping, free gifts, discount codes, collectibles, custom rewards, and Shopify Store Credit.
- Tiers and paid memberships add perk types of their own, like free shipping and gated access.
- Tremendous appears once the Tremendous integration is installed.
- Spin wheel and lottery rewards add their own extras — see special reward types below.
Fixed amount
The simplest type: the customer earns a set amount of store credit.
| Setting | What it does |
|---|---|
| Amount | How much the customer earns. |
| Store credit | Which store credit to grant. This selector appears when you run more than one store credit. |
For quizzes set to reward each correct answer, the amount is granted per correct answer — 10 points and 3 correct answers means 30 points. A banner on the page reminds you of this.
Based on spend
Cashback: the customer earns points in proportion to what they spend.
| Setting | What it does |
|---|---|
| Amount per $1 spent | How many points each unit of your store currency earns. |
| Store credit | Which store credit to grant, when you have more than one. |
| Use subtotal for cashback | Under Additional settings. Calculates cashback on the order subtotal instead of the order total. |
Free gift
The customer receives products for free.
| Setting | What it does |
|---|---|
| Product Variant | The products the gift includes. A free gift can include up to 100 product variants. |
| Code prefix | A prefix for the generated gift code. |
| Expiration type | When the gift expires — see expiration below. |
For redemption options, free gifts also have combination settings — see discounts and how they combine.
Discount code
The customer receives a discount code. First choose the discount's Type:
| Type | What it does |
|---|---|
| Absolute | A fixed amount off, in your store currency. |
| Percentage | A percentage off. |
| Buy X Get Y | The customer buys qualifying items and gets other items discounted or free. |
| Dynamic | Fully custom discount logic, beyond the preset types. |
For Absolute and Percentage, set the Amount and, if you want, Minimum purchase requirements: no minimum, a Minimum purchase amount, or a Minimum quantity of items.
Buy X Get Y
Three blocks define the offer:
- Customer buys — what qualifies: a Minimum quantity of items or a Minimum purchase amount, from the collections you select under Any items from.
- Customer gets — the quantity of discounted items and the collections they come from.
- At a discounted value — Percentage off, an Amount off each, or Free.
Dynamic
Dynamic discounts let you build discount logic the preset types don't cover — for example, tiered discounts based on cart value ("10% off $50+, 15% off $100+") or different rates for different products in the same cart. They're available for redemption options, tiers, memberships, and workflows. This is an advanced setup — chat with us and we'll build it with you.
Other discount settings
| Setting | What it does |
|---|---|
| Code prefix | A prefix for the generated discount codes. |
| Create discount immediately | Creates the discount code right when the reward is granted. |
| Expiration type | When the code expires — see expiration below. |
| Collections | Under Additional discount rules. Restricts the discount to specific collections; leave blank to apply it to all products. |
Expiration
Discount codes and free gifts share the same expiration options:
| Option | What it does |
|---|---|
| Unlimited | The reward never expires. |
| Relative | Expires a set time after the reward is created. |
| Absolute | Expires on a specific date and time you pick. |
| End of period | Expires at the end of the current Week, Month, or Year, at the Expiration time (UTC) you choose. |
End of period creates a rolling schedule: a monthly reward earned on November 15 expires at the end of November. "Use it by the end of the month" is easy for customers to remember.
Discounts and how they combine
Discount codes, free shipping, and free gifts share a set of switches that control how they interact with other discounts and with subscriptions:
| Setting | What it does |
|---|---|
| Custom discount combination settings | Lets this discount combine with Product discounts, Order discounts, and Shipping discounts. |
| Custom subscription discount settings | For recurring subscription payments: limit the discount to the first payment, to a set number of payments, or apply it to all payments. |
| Custom discount purchase settings | Scopes the discount to One-time purchase, Subscription, or Both. |
Free shipping
Available for redemption options, tiers, and memberships. The customer receives a free shipping code.
| Setting | What it does |
|---|---|
| Shipping rates | Caps the reward: exclude shipping rates over a certain amount. |
| Minimum requirements | Requires a minimum purchase amount before free shipping applies. |
| Code prefix | A prefix for the generated code. |
| Countries | Applies free shipping to All countries or only Selected countries. |
Free shipping also supports the combination, subscription, and purchase-type settings described above.
Collectible
A collectible is a named item with an image that customers collect. Give it a Name and upload an Image.
Customers see what they've collected in the wallet's Collectibles block: each one shows its name and image, and tapping it opens the image full size with a Download button. A collectible is a keepsake rather than a currency — customers collect them and show them off.
Custom
A custom reward is whatever you want it to be — you describe it, and you fulfill it yourself. For redemption options and memberships you can also check Is redeemable and set a Message after redemption that customers see once they redeem it.
Tremendous
With the Tremendous integration installed, you can reward digital gift cards.
| Setting | What it does |
|---|---|
| Amount | The gift card value. |
| Products | Which gift cards the customer can receive. |
| Back based on spend (i.e. cashback) | For purchase-based rewards: scales the gift card with what the customer spent. |
Gift cards are grouped by country: switch between US, AU, and INTL at the right of the Products field. Each gift card shows the amounts it supports, and you can pick it once your Amount fits that range. With Back based on spend (i.e. cashback) on, you can pick any gift card.
Tremendous rewards that customers earn from activities or memberships add up in the wallet's Tremendous Products Redemption block, one line per gift card. Add the block to a wallet screen in Design. There, the customer clicks Redeem and picks or enters an amount in the gift card's range. Whatever they don't redeem stays available for later. To require a minimum balance before customers can redeem, open Integrations, click Manage on Tremendous, and use the Reward redemption card: a Global minimum amount, plus optional Product-specific minimums.
Tremendous emails each gift card to the customer and charges it to your Tremendous account balance, so keep it funded. If Tremendous can't place an order, points spent on a redemption option go back to the customer, and an earned amount stays in the block to redeem later.
Tremendous can also pay out customers' balances, by PayPal or a gift card for example. See the "Let customers cash out through Tremendous" section of Redemption options.
Each gift card and cash out appears in your Tremendous account under Orders & rewards, then Order history.
Without reward and Inactive
Two options for turning a rule's payout off:
- Without reward — the customer receives nothing, but Toki still records the activity completion. Useful when you want the action tracked without a payout.
- Inactive — no reward and no record, as if no matching rule was found.
Special reward types
Some activities come with settings and reward types of their own.
Spin wheel
Each rule on a spin wheel is a wheel segment:
- Drop rate — the percentage chance of landing on this segment.
- X Bet Multiplier — an extra reward type that multiplies the customer's bet on that spin. Set the Multiplier.
Lottery
- Ticket Price — what one ticket costs.
- Limit per user — how many tickets each customer can buy.
- Total Pool — an extra reward type where the winner takes the entire pool.
Charity donations
Customers donate their points to causes you choose:
- Minimum Amount and Maximum Amount — the donation range.
- Add charity — build the list customers pick from. Each entry has a Charity name and Charity description.
Environmental impact
With the Greenspark integration installed, customers spend points on environmental projects — planting trees, offsetting carbon, recycling plastic, or planting kelp. Under Impact rules, pick a project from Projects (Toki shows its description and the Price per impact, which is what you pay Greenspark for each unit) and click Add impact. Each project you add has its own settings:
| Setting | What it does |
|---|---|
| Project | The Greenspark project customers contribute to. |
| Amount | How many points one impact costs the customer — one tree, or one kilogram of CO2 or plastic. Toki reminds you underneath what you pay for each impact. |
| Min quantity and Max quantity | The smallest and largest number of impacts a customer can buy in one go. |
| Quantity Label and Description | The label and help text next to the quantity field in the wallet. Toki prefills them for the project type; the description can use {{amount}} and {{balance}}, which become the point cost and the customer's current balance. |
| Project image, Project name, Project description, Project link | How the project is presented in the wallet. Prefilled from Greenspark — edit them if you like. |
In the wallet, the customer picks a project, enters a quantity within your limits, and clicks Donate. Toki deducts the points, places the impact with Greenspark, and then grants whatever reward the rule holds. If the impact can't be placed, the points go straight back to the customer.
Name your reward
Toki generates a customer-facing name for every reward rule automatically. To use your own, open Additional settings in the rule and fill in Name — leave it blank to keep the generated one.