How it works
How it works

Knowledge Base


Before starting to set up your loyalty program, it’s important to understand how WooRewards works. The core feature is the points and rewards systems. In addition, you can set as many points and rewards systems as you want. And now, we’re going to learn how they work.

Points and rewards systems

In WooRewards, there are 2 main types of points and rewards systems, standard ones and leveling ones. Therefore, if you want to create the perfect loyalty program for your store, it’s important to first understand how these 2 types of systems work.

Standard systems

In a standard system, customers earn points by performing various actions on your website. They can then later use these points to redeem the rewards they want. Here’s an example of a typical standard system workflow :


Customer action
The customer performs an action for which he should receive points in the loyalty program
Points earned and reward check
The customer receives points for his action. If he has enough points to redeem a reward, he receives a notification email and chooses which reward to unlock
Discount Coupon
Free Product
Free Delivery

There are some variations like automatic reward redemption or the possibility to use points on cart. However, they will be explained later in the tutorials. The important thing to understand here is that customers earn points and have to spend them on rewards.

Leveling systems

Unlike in standard systems, customers don’t spend their points in leveling systems. They keep earning points by performing various actions. Once they have enough points to pass a level, they earn all the rewards set in that level.

Leveling systems are a very good solution to engage your customers in a long term loyalty program. Combined with standard systems, they can lead to very effective loyalty programs. First, let’s see how a basic leveling system works :


Customer action
The customer performs an action for which he should receive points in the loyalty program
Points earned and level check
The customer receives points for his action. If he has enough points reach a level, he unlocks that level and all the rewards attached to it
Bronze
100 Points
  • Get a 10% discount on your next order
  • Permanent 2% discount on the website
  • Bronze user title
Silver
500 Points
  • Get Free Shipping on your next order
  • Permanent 5% discount on the website
  • Silver user title
Gold
1000 Points
  • Get a Free Product on your next order
  • Permanent 10% discount on the website
  • Gold user title

Here too, there are extra possibilities like points expiration to adapt levels over time, but they will be explained in the tutorials. Now that you know how systems work, it’s time to find the one that fits your needs.

Points and Rewards System Overview

When you create a points and rewards system (WooRewards → Settings), you will see an edition page. This page will present 6 different settings groups. Each group has a specific purpose. We’ll review them here quickly :

Actions

In this group, you decide how customers can earn points in your system. In order to know more about actions they can perform to earn points, take a look at this part of the documentation.

Rewards

Depending on the system type, you can either set rewards, points value or levels and rewards in this group. However, the main focus of this group is to set what rewards customers can get in your loyalty program. You’ll find more information here.

General Settings

Use this group to set general settings in your points and rewards system. Settings are as follows :

  • Status : Decide whether your points and rewards system is active or not. If you don’t activate the system, customers can’t see any information about it on the front end and can’t earn points and rewards.
  • Title : Your points and rewards system’s name.
  • System Type : You can choose between a permanent system or an event. Choosing event will show some extra options
  • Start Date : (Events Only) Before that date, the points and rewards system is disabled but customer can see it.
  • Points earning end : (Events Only) After that date, customers can no longer earn points. But they still can spend them for rewards.
  • End Date : (Events Only) : 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.

Points Expiration

You can set points expiration for your system. WooRewards has different points expiration possibilities. You can see the detail in this part of the documentation.

Points Currency

In WooRewards, you can name the points how you want. You can also use an image instead of a name if you want to. In this group, you’ll find the following options :

  • Point display name : Point unit shown to the user.
  • Point display name (plural) : (Optional) The singular form is used if plural is not set.
  • Point symbol : If you set an image, it will replace the above labels.
  • Point name position : Select if you want to display the name before or after the points amount
  • Thousand separator : (Optional) The thousand separator when displaying big numbers.
  • Decimal Shift : (Optional) For display purpose only. The number of digit we shift the point value to left (negative) or right (positive). It can lead to a float number representation. Eg. a shift of 2 transform 1234 points to a 12.34 display. Anyway, in earning methods and reward costs edition, points still are unshifted integers!

Advanced Settings

Finally, the advanced settings group lets you set options relative to more complex loyalty programs. The options are as follows :

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 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.


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 (leveling only)

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 (leveling only)

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 (leveling 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 :

  • 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.

Find the appropriate loyalty program

In a typical loyalty program, customers earn points by performing various actions. The points can then later be used to get a discount when placing an order. You probably saw this type of loyalty program on many websites. This solution has absolutely no effect on customers’ loyalty. Most customers expect some kind of discount on e-commerce websites. In addition, customers will only get loyal if you engage them in a long term program.

We want your loyalty program to be as successful as possible. Therefore, we built WooRewards to be the most flexible and feature rich program for WooCommerce.

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