Setting up when and how customers earn rewards is a crucial step in creating a loyalty program that aligns with your business goals. CASA Loyalty gives you complete control over when to issue or cancel rewards and which parts of an order contribute to point calculations.

Navigation

To configure these settings:

1. Open the CASA Loyalty app dashboard.
2. Scroll to the bottom of the left-hand menu and click on Settings.
3. In the Settings section, select the Platform option.

On the Platform page, click the blue Edit button in the top-left corner to access the reward configuration options.

After clicking on Edit

Customizable Options

Once you access the Platform settings, you can define the conditions under which customers earn or lose rewards. Here’s a breakdown of the available settings:

1. Order Financial Status

Define how rewards are issued or canceled based on the financial status of an order.

• Reward Customers When Financial Status Is One Of:

• Paid: Customers earn points once the payment is completed.
• Pending: Customers earn points even if the payment is still pending.
• Cancel Rewards When Financial Status Is One Of:

• Refunded or Partially Refunded: Automatically revoke points for refunded orders.
• Cancelled: Revoke points for canceled orders.

2. Shopping Channel

Choose where your customers can earn rewards based on their shopping channel.

• Online and In-store (POS): Points are issued for both online and in-store purchases.
• Online Only: Points are issued only for online purchases.
• In-store Only: Points are issued only for in-store purchases.

3. Minimum Redeem Delay

Set a delay period (in days) before points become redeemable.

• 0 (No Delay): Points are available for redemption immediately after issuance.
• Customize the delay based on your return or exchange policy to avoid misuse.

4. Parts of an Order Eligible for Rewards

Define which parts of an order count toward earning points.

• Subtotal: Reward customers for the total cost of items purchased.
• Exclude Coupon Discounts If Used: Subtract discounts applied via coupons from the subtotal.
• Include Taxes: Include taxes in the reward calculation.
• Include Shipping: Include shipping costs in the reward calculation.

5. Save Changes

1. After making your selections, click the Save button to apply your customizations.

Updated on: 30/05/2026