The purpose of this tutorial is to create a simple leveling points and rewards system. This system will encourage your customers to place orders on your website. As a result, they will progress through different levels and earn more interesting rewards.
- What is a leveling system ?
- Create the leveling points and rewards system
- Methods to earn points
- Bronze, Silver and Gold Levels
- General Settings and other groups
- Display information to your customers
1 – What is a leveling system ?
Usually, in a loyalty program, customers earn loyalty points in various ways and spend those points on rewards and discounts. However, leveling systems are different. In a leveling system, customers don’t spend their points. They keep earning points until they unlock new levels and the attached rewards.
In this tutorial, we will create a 3 levels loyalty program. Customers will earn points by spending money on your website. And, with each level they unlock, they will earn a higher permanent discount as well as a user title that will reflect their progress.
2 – Create the leveling points and rewards system
3 – Methods to earn points
Now that the system is created, it’s time to add a method to earn points for your customers. Here, we’ll only give points for the money spent on the website.
In addition, we only want customers to receive points for the money they really spent. As such, we will remove the discounts from the points calculation.
4 – Bronze, Silver and Gold Levels
Now, customers can earn points when spending money. It’s now time to turn these points into rewards. Here, as they progress, we want customers to unlock various levels. And, with each new level, they will get better rewards.
Let’s start by creating our first level.
After creating the level, it’s now time to set the rewards. Let’s start by adding a Bronze Member title.
A title is not enough to motivate customers. We will also add a 2% permanent discount as a motivation.
Your level should now look like this :
Now that you know how to create a level and add rewards, it’s time to repeat the process for the Silver and Gold Levels.
For Silver, you’ll set a Silver Member user title and a 5% permanent discount. Customers must earn 500 points to unlock the Silver Level.
For Gold, you’ll set a Gold Member user title and a 10% permanent discount. Customers must earn 1000 points to unlock the Gold Level.
At the end, your Levels and Rewards section should look like this :
Congratulations, your Bronze, Silver and Gold loyalty program is now ready. Save your changes and your customers can start earning points.
5 – Other settings
As you can see, the points and rewards system offers other possibilities. We won’t use these features here but you’re free to look at their respective documentations to learn what the achieve :
6 – Display information to your customers
Now that your loyalty program is ready, it’s time to show to your customers how they can use it to earn points and rewards. WooRewards offers a lot of tools to display loyalty information. We’ll cover here the most common widgets and tools but we encourage you to look at all the possibilities provided by the plugin.
Let’s create a My Account page where users will see all the details of your loyalty program.