How It Works
Custom actions reward customers for taking brand-aligned actions beyond purchases, such as recycling packaging, attending an event, or signing a petition. Each completed action earns points and, if configured, populates the community feed so other customers can see it.
Launch a custom action as an evergreen part of a loyalty program, or as a limited-time challenge tied to a holiday or marketing initiative. For a limited-time challenge, offer more than points as a reward since the window to participate is short.
How To Set It Up
Creating a Custom Action
Go to Program → Points → Ways to Earn.
Click Add Ways to Earn.
Choose how to build the action. Select Build from Scratch to create a fully custom action, Build from Template to start from a pre-built action template, or Clone Existing Action to duplicate a past action and adjust it.
Build from Scratch: Create a customized way to earn unique to the brand.
Build from Template: Browse pre-built action templates for activation ideas, available under Program → Points → Add Ways to Earn → Build from Template.
Clone Existing Action: Duplicate a past activation and adjust it instead of building one from scratch.
4. Select Build from Scratch and Add a Name and a Short Description for the action. For example, a name of "Earth Week Challenge" with a short description of "How are you celebrating sustainability this week?".
5. Add an Action Description with more detail on how a customer earns credit for the action.
6. Set the action type to Featured, Quick, or Default. Featured places the action front and center in the dash for extra visibility.
7. Set the action to Repeatable if a customer can complete it more than once, and set the frequency. For a week-long or month-long challenge, set the frequency to daily.
8. Set a Start Date and End Date to limit the action to a specific period, such as a holiday or a week-long challenge. Leave this blank for an evergreen action that stays part of the program permanently.
9. Add relevant Tags so customers can find related posts in the community feed.
10. Add a Banner Image for the custom action page. A square image can also be uploaded.
11. Set audience visibility using Include and Exclude Shopify customer tags. Include limits access to customers with the listed tags. Exclude removes access for customers with the listed tags. Leave both blank to make the action visible to all customers.
Setting Up Tracking Details
Track a custom action using Image, Image with Geo, Link Tracking, Receipt Upload, Button Click, Freeform, or URL Destination.
Add Tracking Instructions for every tracking type so the customer knows exactly what to do to earn credit. For example, "Take a picture of you recycling our packaging." for an image-based action, "Visit Target and take a picture of us on the shelf." for an Image and Geo action, or "Sign the petition." for a link tracking action.
Image-Based Custom Actions can be tracked three ways:
Live Image Capture: Mobile only. The customer must take a photo in real time and cannot upload an existing image. Use this when real-time verification matters, such as rewarding customers for washing clothes on cold, or when the action repeats frequently and needs abuse prevention.
Image Upload: Available on desktop and mobile. Use this for actions where a live photo is not required, such as a challenge with a photo contest element.
Both: The customer can choose to capture a photo live or upload an existing image.
Image and Geo Custom Actions default to Live Image Capture since adding a geolocation layer assumes the action happens in real time. Use this for rewarding customers for attending an in-person event or popup, or for finding products in store. Keep the radius at 100 or more to cover a large enough area. Upload a CSV of coordinates instead of addresses when tracking multiple locations, such as rewarding visits to any of several store locations.
Link Tracking Actions award points when a customer clicks an outbound or general link, including social links. There is no verification of a completed action beyond the click.
Receipt Upload Actions verify a purchase through an uploaded receipt using AI scanning. Add the names of the stores the product is sold in and all relevant product names to give the AI scanner the best chance to correctly accept or reject a receipt. Toggle AI Approvals on or off to control whether a scanned receipt is approved automatically. Choose from three variants:
Fixed Reward: Reward a fixed amount for uploading a valid receipt.
Product Amount Spent: Reward based on the amount spent on qualifying products.
Product Quantity: Reward based on the quantity of qualifying products purchased. Set the product combination check to Match Any or Match All to control whether a customer must purchase any or all of the qualifying products.
Button Click Actions award points instantly with no link attached. Use this for surprise-and-delight moments, such as a QR code at an event or a re-engagement nudge in an email.
Freeform Actions reward a customer for submitting open-ended text or details, with an option to limit the word count and add an image.
URL Destination Actions award points automatically when a customer lands on a specific onsite URL, such as yourbrand.com/challenge.
📋 Note: To confirm a customer actually engaged with the content behind a Button Click or URL Destination action, pair it with a Freeform action, such as asking the customer to reflect on something from a mission page.
Setting Up Reward Points and Impact Details
Decide how many Points a customer earns for completing the action. Base this on margins, whether the action is repeatable and how often, and how important the action is to the brand.
Set Impact Details to tie the action to an impact number. For example, if the action is planting a tree and trees planted is a tracked impact number, add a tree planted to each customer who completes the action.
Setting Up Optional Email Settings
Add a Reply To email address if customers should be able to respond to the points-earned email, such as to coordinate a giveaway or answer a question.
Add custom Content to append to the points-earned email for this action, such as a note confirming a giveaway entry or a promo code.
Setting Up Correlated Tasks
Add a Correlated Task when a specific follow-up action is needed for a completed custom action, such as "Make X Donation." when the reward includes a donation. Manage correlated tasks from the task page.
Advance Customization
Configure the following optional settings for a custom action:
Post Confirmation Header: Header text shown to a customer after completing the action.
Post Confirmation Description: Description text shown to a customer after completing the action.
Action Description Header: Header text shown above the Action Description on the custom action page.
Action Tag: Tag applied to the action for internal reference.
Hide from rediem dash: Toggle on to hide the action from the dash, or off to keep it visible.
Customer Community Post Approval: Toggle on to require approval before a customer's community post goes live, or off to publish it automatically.
Key Notes
Custom actions work as both permanent ways to earn and time-limited challenges. The only difference is whether Start Date and End Date are set.
Tracking type controls how much proof is required. Receipt Upload and Image actions confirm real behavior, while Link Tracking, Button Click, and URL Destination only confirm a click or visit.
Live Image Capture blocks a customer from reusing the same photo, which matters most for actions that repeat daily or often.
A Receipt Upload action only scans accurately if store and product names are added before launch.
Include and Exclude audience tags, Correlated Tasks, and Advance Customization are all optional. Skip them unless targeting a specific segment, adding a follow-up action, or customizing post-completion messaging.