Points and Rewards Systems
This documentation is for the WooRewards plugin
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.
Points and Rewards Systems List
Go to WooRewards → Points and Rewards. As a result, you’ll see a list with your existing points and rewards systems.
List Columns
The list displays the following columns :
Filters
When you have several systems running, you may use filters to find the one you(re 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.
Points and Rewards Systems screen
When you create a new Points and Rewards System, you will see 6 different groups :
- Points
- Rewards
- General Settings
- Points Expiration
- Points Currency
- Advanced Settings
We’ll look at the different groups available and explain what you can do with the different options.
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. You will see a popup presenting all available options. Select the one you want and click on the Next button.
Here are the links to each available points actions :
- Spend Money
- Place a first order
- Place an order
- Buy a Product
- Buy in a Category
- Product Review
- User Registration
- Recurrent Visit
- Post a Comment
- Publish a Post
- Click an Image
- Visit a Post, Page or URL
- Send a Sponsorship Email
- Sponsored User Registration
- Share on Social Networks
- Sponsored Spends Money
- Sponsored Places an Order
- Visitor Clicks a Social Share
- Birthday
- Registration Anniversary
- Receive Badges
- Become WooVIP Member
- Lose WooVIP Membership
Some of the Points Action listed may require the WooVIP plugin.
Rewards and Levels
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.
Points on cart
If you set the reward type to points on cart, you’ll have access to the following options :
Read more about the required settings to display the Points on Cart tool clicking this link.
Automatic Rewards Redeem
If you don’t use the points on cart feature, you’ll see the Automatic Rewards Redeem option. 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 :
Rewards
After setting the redeem option, you can add the different rewards. You’ll get more information about that in the next section of the documentation.
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. You will get access to the following options
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 will be removed.
Available Rewards
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 :
- Fixed Discount Coupon
- Percentage Discount Coupon
- Free Product coupon
- Free Shipping coupon
- Assign a Badge
- Assign a Role
- Generate Points
- User Title
- Fixed Amount of Wallet Money → Requires WooVirtualWallet in currency mode
- Fixed Amount of Wallet Gems → Requires WooVirtualWallet in gem mode
- Grant WooVIP membership → Requires WooVIP
- Custom Reward
Available rewards for Standard only
- Variable Discount Coupon
- Automatic Amount of Wallet Money → Requires WooVirtualWallet in currency mode
- Automatic Amount of Wallet Gems → Requires WooVirtualWallet in gem mode
General Settings
The General Settings group lets you enable or disable the system. In addition, it lets you turn your system into an event.
Turning the System Type into Event will add new fields on the screen :
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.
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.
Transactional expiration
If you enable this method, customers will lose their points if they don’t use them within a certain period of time.
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.
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 :
- January 1st, the event is triggered and nothing happens.
- April 1st, the event is triggered and nothing happens.
- July 1st, the event is triggered and the customer loses 250 points.
- October 1st, the event is triggered and the customer loses 100 points.
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.
Set the following values :
If you set a Point symbol, it will replace the values set on Point display name options.
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.
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 leveling 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 2 options :
Articles
- Points
- Spend Money
- Place a first order
- Place an order
- Buy a product
- Buy in category
- Product review
- User registration
- Recurrent visit
- Post a comment
- Publish a post
- Click an image
- Visit a post, page or url
- Send a sponsorship email
- Sponsored user registration
- Sponsored spends money
- Sponsored places an order
- Share on social networks
- Visitor clicks a social share
- Birthday
- Registration’s anniversary
- Receive badges
- Rewards
- Points formulas
- Systems Logic