Initial Setup
Initial Setup

Knowledge Base

Now that WooRewards is active on your website, it’s time to do some basic settings. Afterwards, we’ll move on to some styling settings. Finally, we’ll see how to create your loyalty program.

Basic Settings

First, let’s begin by setting the general rules that will apply to your loyalty program. In order to do that, go to the following page :

WordPress Admin
Admin menu
WooRewards
Menu entry
Settings
Page
Points and Rewards
Tab

Forget the first group for the moment and focus on the two additional settings groups.

Points additional settings

In this group, you can set up various options regarding customer points :

  • Include taxes : Check this box if you want to include taxes in points calculation
  • Order status to earn points : Select the order status(es) that will distribute points.
  • Order status to remove points : If you cancel or refund order, you can set statuses here to remove points.
  • Enable multi currency support : Check this box if you have a multi-currency website and want to give different amount of points depending on the currency
  • Show Points Cooldown : Show to your customers the cooldown on the methods to earn points

Point Discounts Settings

If you want to let your customers use their points on the cart for immediate discount, the following options are important. Otherwise, you can skip this section.

  • Order status to consume points : Select for which order order status points used on the cart are removed from the customer’s account
  • Order status on points consumption failure : Change order status if points cannot be paid after all
  • Force ‘Points on Cart’ currency switch : Some multi-currency plugins don’t manage virtual coupons used by WooRewards even if it’s a standard WooCommerce feature. We can try to take over that missing feature

It’s now time to move on to the next section of basic settings. Go to the following page :

WordPress Admin
Admin menu
WooRewards
Menu entry
Settings
Page
General Settings
Tab

There, you find some more settings you need to set up before creating your loyalty program

  • Coupon prefix and length : If you plan on offering coupons as rewards, you can set a prefix and a code length. As a result, you’ll be able to easily sort woorewards coupons from other coupons.
  • Birthday Settings : If you want to use the birthday feature, check the appropriate boxes here.
  • Referral Features : Referrals can be a big part of your loyalty program. Therefore, activate the different options here if you want to use that feature.

Basic settings are now over, it’s time to move to styling options.

Styling options

Go to the following page to set styling options :

WordPress Admin
Admin menu
WooRewards
Menu entry
Appearance
Page
Styling
Tab

There are various styling options to set here. Every change you make will reflect on the preview. Most elements you can display on the frontend will use these styling options. Therefore, make sure they match your website’s design.

As a general rule, all elements displayed on front-end are set in the appearance section of the plugin’s admin interface

You can now move on to setting up your loyalty program.

Manual Settings or Wizard

In order to create your loyalty program, you have two main options : Use the configuration wizard or set up your program manually.

While wizards will present several basic programs to choose from, the manual settings will allow for more variety and precision. Therefore, if you’re unfamiliar with loyalty programs, you should start with the wizard. On the contrary, if you know exactly what you want to achieve, you should use the manual settings.


To use the wizard, go to the following page :

WordPress Admin
Admin menu
WooRewards
Menu entry
Wizard
Page

Follow the instructions on the screen to create your loyalty program


To set up your program manually, go to this page :

WordPress Admin
Admin menu
WooRewards
Menu entry
Settings
Page
Points and Rewards
Tab

Before moving forward, you should take a look at our tutorials to better understand how it works.

Tutorials

Select the tutorial that fits your needs and follow the instructions.


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