01Set up the working rule
Decide which categories earn, how gift purchases count and whether samples or upgrades make suitable rewards. Keep customer preferences separate from unnecessary sensitive data.
02Connect replenishment and gifting
A points model can accommodate both a small refill and a premium fragrance purchase. Decide whether samples or wrapping are a suitable reward and whether bundles qualify. Count reward fulfillment costs; do not promise product-specific earning until that configuration is supported.
03Worked example and decisions
A beauty retailer offers a defined sample selection after an eligible spending milestone, subject to stock. Gift purchases follow the same visible account rules.
Rehearse before launch
Use a demo account and the currently supported configuration. These are checks to perform, not claims that the workflow has passed.
- Compare earning from a small replenishment purchase and a premium fragrance basket.
- Decide whether gift sets and promotional bundles qualify before staff apply the rule.
- Cost the sample, wrapping or member benefit using actual fulfillment assumptions.
- Check stock availability and offer an agreed alternative only when that alternative is part of the published terms.
Keep it practical
Do not promise product suitability, personal health benefits or automatic replenishment integrations.