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Points and Rewards Systems

 

Points and Rewards Systems are the main feature of WooRewards. They allow users to earn points when performing various actions. As a result, they can unlock rewards with their points.

If you want to understand how points and rewards systems work or how you can Combine them, look at the following documentation :

In this section, we will see how to create a points and rewards system and what are the options available.

Summary

 

  1. Points and Rewards Systems List
  2. Points and Rewards Systems Screen
  3. Points
  4. Rewards And Levels
  5. General Settings
  6. Points Expiration
  7. Points Currency
  8. Advanced Settings

 

1 – Points and Rewards Systems List

Instructions

Go into WooRewards → Points and Rewards

The screen you will see should looks like this :

 

Let’s take a look of what you can see in this screen.

  • (1) Points and Rewards System : shows your Points and Rewards system’s title. You may click on the name to edit the Points and Rewards system.
  • (2) Status : shows the current status that can be :
    • OFF : the system is off, it will not deliver any points or let user chose any reward.
    • ON : the system is on, it will deliver points and user may get their reward.
    • For event Points and Rewards systems, you also may see these Status :
      • SCHEDULED : the system will start later, no points available, no rewards available.
      • RUNNING : the system has started, points available, rewards available.
      • ENDED – REWARDS AVAILABLE : the system stopped giving points, but customers may still get their rewards.
      • ENDED : the system is now OFF, no more points available, no more rewards available.
  • (3) Event Dates : For event Points and Rewards systems, this will show you the start date and the end date of the event
  • (4) Type : shows the Points and Rewards type. This may be :
    • STANDARD : points will be used to unlock rewards, or used on Points on Cart to pay carts.
    • LEVELING : points will continuously be added, to reach some level floors. Each level floor will unlock specified rewards but points will remain.
  • (5) Shortcode Attribute : shows you a code used for shortcodes. When the shortcode description asks you to set the “system” key’s name, it refers to this information. To help you copy it, you have the copy button : Click on it and you will be able to paste it to the right place.
  • (6) Points Reserve : shows you the Points Reserve name. Combining multiple Points and Rewards system will require that they share the same Points Reserve. When it is the case, here you will see them on same color, same name.
  • (7) Action : click on the “…” to pop up a menu that can have following entries :
    • Edit : lets you enter the system to edit all system’s settings.
    • Turn ON : only available if the system’s status is OFF, lets you turn the system to ON without entering the settings.
    • Turn OFF : only available if the system’s status is ON, lets you turn the system to OFF without entering the settings.
    • Copy : lets you copy the system. It will open a new window, removing the system’s title, and setting it by default to status OFF. All other settings will remain from original one.
    • Delete : lets you delete a system. There will be a pop up to let you confirm “Do you really want to delete the line” where, if you confirm, will definitively remove the system’s line.

Filters

When you have several systems running, you may use filters to get faster the one you are looking for. Choices are set on statuses. By default, it is set to “All”, but if you click on “On”, you will only see Points and Rewards systems that have their status to “ON”.

Add a new Points and Rewards System

On the bottom of the screen, you will see these two button:

  • ADD A STANDARD POINTS AND REWARDS SYSTEM : will create a new Standard Points and Rewards System. This will consume points to unlock rewards
  • ADD A LEVELING POINTS AND REWARDS SYSTEM : will create a new Leveling Points and Rewards System. This will let you set Levels and set rewards to each levels.

2 – Points and Rewards Systems screen

Instructions

Click on the button ADD A STANDARD POINTS AND REWARDS SYSTEM

When you create a new Points and Rewards System, you will see 6 different groups :

3 – Points

Use this section to define what actions users or customers have to perform in order to earn points in this points and rewards system.

You can define as many actions as you want by clicking the ‘Add’ button.

Instructions

Click on the Add button to add a new way to earn points.

Then select one of the actions clicking on the assigned button.

Select the desired action and click on Next button to open the action options.

 

 

4 – Rewards and Levels

1 – Standard Points and Rewards systems

In a Standard Points and Rewards system, you have to choose how customers will spend their points. They can either spend them directly on the cart to get an immediate discount or you can setup various rewards they buy with their points.

Instructions

Rewards defined list

Set the option Rewards Type to Rewards

Note : it is also the default value on adding a new Standard Points and Rewards system.

This will show you these next settings :

 

Automatic Rewards Redeem

On a standard points and rewards system, users have to manually unlock the rewards by spending their points. With this option, you can change that behavior. Select one of the 4 options :

  • Off : Default value. Rewards need to be redeemed manually.
  • Unlock best reward only : Automatic reward redeem. When customers earn points, this will unlock the most expensive reward available with the user’s points.
  • Unlock best reward first : Automatic reward redeem. When customers earn points, this will unlock the most expensive reward available with the user’s points. If the user still has enough points to unlock another rewards, it will unlock other rewards until the user doesn’t have enough points to unlock a reward.
  • Unlock best reward and reset points : Automatic reward redeem. When customers earn points, this will unlock the most expensive reward available with the user’s points. The remaining user’s points are lost and the points total is set to 0.

To add a reward, click on the Add button.

See the Available Rewards list in points 3 – Available Rewards.

 

Instructions

Points on Cart

Set the option Rewards Type to Points on Cart

This will show you these next settings :

 
Set the following options :

  • Point Value in € : Each point spent on the cart will decrease the order total of that value. The € symbol here is the current site currency symbol, you may see your own on your settings.
  • Max percentage of cart : The maximum amount a customer can spend in a single cart will be limited to the percentage of the payable total. Leave blank for no limit or set it to 100.
  • Lower Cart Limit : If set, customers can’t use their points to discount the cart below that limit. Leave empty for no limit.
  • Minimum Cart Amount : Set a minimum cart amount under which customers can’t use their points on the cart. Once the cart total is above that value, customers will be able to use their points. Leave empty for no minimum.

Information

Read more about the required settings to display the Points on Cart tool clicking this link.

 

2 – Leveling Points and Rewards systems

In a Leveling Points and Rewards system, you must create levels first
After creating a level, you can add one or more rewards to the level.

Instructions

Levels

Click on the + Add level button

This will open a new group :

 
Let’s see each point together :
 

  1. Level Title : Give a title to the level.
  2. Points Threshold : Set the points amount required to unlock this level.
  3. Level Validation button : click this button to register the level.
  4. Add : Once the level registered, click on this Add button to add rewards attached to this level. Remember, each level unlocks ALL rewards set inside the level, without removing any points.
    See available rewards in point 3 – Available Rewards.
  5. + Add level : once all rewards set, you will need to add more levels.

 

Information

You can define as many levels and rewards as you want

 

Important

Each level requires at least one reward to exist. Without any reward, the level would be removed.

 

3 – Available Rewards

 

Information

Here are the links to each available rewards :
Some rewards are not available on both options Standard and Leveling

Available rewards for Standard and Leveling :

Available rewards for Standard only

 

5 – General Settings

Instructions

To set the General Settings, go to WooRewards → Points and Rewards. Here, select the desired points and rewards system.

Go to the General Settings group :

Set the following options :

  • Status : enables you to turn the system ON / OFF
  • Title : set the Points and Rewards System title.
  • System Type : enables you to turn the system from Permanent to Event

Turning the System Type into Event will add new fields on the screen :

  • Start date : Before that date, the points and rewards system is disabled but customer can see it.
  • Point earning end : After that date, customers can no longer earn points. But they still can spend them for rewards.
  • End date : After that date, the points and rewards system will be disabled but customer can see it. Customers keep their remaining points but cannot use them anymore.

 

6 – Points Expiration

 

For each points and rewards system you create, you can set an expiration for the points. In this section, we’ll see the different points expiration possibilities. Finally, we’ll see how it impacts leveling points and rewards systems.

 

Instructions

To set points expiration, go to WooRewards → Points and Rewards. Here, select the desired points and rewards system.

Go to the Points Expiration group :

 

It is now time to choose how points will expire.

1 – Expiration for inactivity

If you use this method, customers will lose their points if they have no loyalty activity for a set period of time.

To enable the expiration, check the box and set the period of inactivity after which the points will expire. The following rules will apply :

  • Every time a customer earns or spends points, he is counted as active and the period resets.
  • If the customer has absolutely no activity for the set period, he will lose all his points.

 

2 – Transactional expiration

If you enable this method, customers will lose their points if they don’t use them within a certain period of time.

Information

You can compare this method to a first in → first out stock management rule. Customers always spend their oldest points and will lose them if they didn’t use them in time.

 

To enable the expiration, check the box and set the period after which the points will expire.

The following rules will apply :

  • Customers only lose the points they haven’t used during the period.
  • For this method to work, you mustn’t set the date field which is used for the periodical expiration.

 

Example

  • You set a transactional points expiration of 9 months.
  • John earns 300 points on January 1st
  • He spends 50 points on January 15.
  • He earns 100 points on February 2.
  • With the above settings, on October 1st, he loses 250 points.
  • On November 2, he loses 100 points.

 

3 – Periodical Expiration

If you enable this method, customers will lose unused points periodically.

To enable the expiration, check the box and set the period after which the points will expire and the starting date.

The following rules will apply :

  • Customers only lose the points they haven’t used during the previous period.
  • For this method to work, you must set a value in the date field.

 

Example

John earned 300 points on January 1st and spent 50 points on January 15. He then earned 100 points on May 2. With the above settings :

  • on January 1st, the event is triggered and nothing happens.
  • on April 1st, the event is triggered and nothing happens.
  • on July 1st, the event is triggered and the customer loses 250 points.
  • on October 1st, the event is triggered and the customer loses 100 points.

 

7 – Points Currency

 

For each points and rewards system you create, you can set your own currency. In this section, we’ll see the different options to create and display your points currency on the website..

 

Instructions

To set the points currency, go to WooRewards → Points and Rewards. Here, select the desired points and rewards system.

Go to the Points Currency group :

Set the following values :

  • Point display name : The word that will replace “Point” for front-end display. If you don’t use the plural option, this is the word that customers will see for both singular and plural.
  • Point display name (plural) : If you want to have a different name for singular and plural forms, you can specify the plural name here.
  • Point symbol : If you want to use an image instead of a word, you can select an image here. The image should be small (max height : 25px).
  • Point name position : Defines if you want the point name or symbol to be placed before or after the number.
  • Thousand Separator : If customers have more than 1000 points, this character will be used as a thousand separator.

 

Information

If you set a Point symbol, it will replace the values set on Point display name options.

 

Example

In this example, we will replace the standard points by a new currency named Diamonds. We set the following values :

Here, the words Diamond and Diamonds are here only for the example. They won’t be displayed because we did set an image for the currency.

If we go to the cart, we can now use our diamonds :

 

If set, the points currency will be displayed on all widgets, shortcodes and endpoints.

 

 

8 – Advanced Settings

 

For each points and rewards system you create, you can setup a special behavior by using the advanced settings group. In this section, we’ll see the different options you can use to change the system’s behavior.

 

Warning

Advanced settings can have a significant impact on your points and rewards systems behaviors. As such, use these option only if you fully understand how they work.

 

Instructions

To set the points currency, go to WooRewards → Points and Rewards. Here, select the desired points and rewards system.

Go to the Advanced Settings group.

 

Standard Points and Rewards Systems

Let’s review the different options at your disposal.

Points Reserve

Every time you create a new points and rewards system, it will by default use its own points reserve. Users will earn points in that reserve and be able to use these points to unlock rewards in this points and rewards program.

However, you can also share a points reserve between different systems. This is further explain in our 11.2 – Combining Systems documentation.

Select the points reserve you want to use in the dropdown list. Below each reserve, you’ll see which points and rewards systems are currently using it.

Allowed Roles

You can restrict the access to your points and rewards system to a set list of user roles. If you select at least one role, all users who don’t have that role won’t be able to earn and spend points in that system.

Warning

If you restrict the access to specific roles, all widgets showing points and rewards will be hidden to guests or users who don’t have that role, including administrators.

Denied Roles

Like for the previous option, you can select user roles in that option. However, unlike the previous option, users with at least one of the selected roles won’t have access to the system.

 

Leveling Points and Rewards Systems

Let’s review the different options at your disposal.

Points Reserve

Every time you create a new points and rewards system, it will by default use its own points reserve. Users will earn points in that reserve and be able to use these points to unlock rewards in this points and rewards program.

However, you can also share a points reserve between different systems. This is further explain in our 11.2 – Combining Systems documentation.

Select the points reserve you want to use in the dropdown list. Below each reserve, you’ll see which points and rewards systems are currently using it.

Allowed Roles

You can restrict the access to your points and rewards system to a set list of user roles. If you select at least one role, all users who don’t have that role won’t be able to earn and spend points in that system.

Warning

If you restrict the access to specific roles, all widgets showing points and rewards will be hidden to guests or users who don’t have that role, including administrators.

Denied Roles

Like for the previous option, you can select user roles in that option. However, unlike the previous option, users with at least one of the selected roles won’t have access to the system.

Lose rewards with points expiration

If you’ve set up points expiration you can decide to revoke the levels and the associated rewards (roles, titles, permanent discounts) when points expire with this option.

One level at a time

If set, customers can’t earn more than one level each time they earn points. Points will be added up to that level and all excess points will be lost.

Unlock Best Level Only

On a laveling points and rewards system, users have to manually unlock the rewards by spending their points. With this option, you can change that behavior. Select one of the 4 options :

  • Off : Default value. Users will unlock all levels and their rewards, even if they earn enough points to progress through multiple levels at a time.
  • On : Users will only unlock the best level reached when earning points. If they earn enough points to progress through multiple levels at a time, they will only unlock the higher level and its rewards.

 

 

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