Welcome to the Bronze, Silver and Gold Tutorial. In this tutorial, we’ll learn how to use leveling systems to offer permanent discounts on the website depending on the customer’s level.
In this loyalty program, there’s only one way to earn points : spend money. When customers spend money, they earn points towards the next level. When they reach a new level, they earn the rewards of that level.
The rewards are as follows :
- Bronze User title
- 2% permanent discount
- One time $1O discount
- Silver User title
- 10% permanent discount
- A Free Product
- Gold User title
- 20% permanent discount
- Permanent Free Shipping
Create the system
Let’s start by creating the points and rewards system and set the basic options. First, go to the following page and create your system :
You’re redirected to a new page. This is where you set up all the details of your system. Since this one is a very simple one, all you have to do for now is give it a name and save.
You should notice a Title input glowing in the General Settings group. Name your system how you want and hit the Save Changes button on the top right of the page.
Action to perform
In this system, customers can only earn points by spending money. Therefore, we’ll add this action right away.
Follow these steps
You will then see several options. Please set the following options :
Click the Save button.
With these settings, customers will earn 1 point for every $1 they spend. That’s all there is to do for the actions part. It’s now time to move on to the levels and rewards.
Levels and Rewards
We’ll now add the 3 levels and their rewards. Let’s start with the Bronze Level.
Bronze
In the levels and rewards group, click the Add Level button. You have 2 fields to fill :
As seen above, there are 3 rewards to set at this level. Let’s set them know
Follow these steps
You will then see several options. Please set the following options :
Click the Save button.
Now, let’s add the permanent discount :
You will then see several options. Please set the following options :
Click the Save button.
Now, let’s add the one time discount :
You will then see several options. Please set the following options :
That’s it for the Bronze level. Now, we’ll have to repeat the process for the 2 other levels.
Silver
In the levels and rewards group, click the Add Level button. Like previously, you have 2 fields to fill :
As seen above, there are 3 rewards to set at this level. Let’s set them know
Follow these steps
You will then see several options. Please set the following options :
Click the Save button.
Now, let’s add the permanent discount :
You will then see several options. Please set the following options :
Click the Save button.
Now, let’s add the free product :
You will then see several options. Please set the following options :
That’s it for the Silver level. Only one level left.
Gold
In the levels and rewards group, click the Add Level button. Like previously, you have 2 fields to fill :
In this level, there are only 2 rewards to set, one of them is a 2 rewards in one. Let’s set them know
Follow these steps
You will then see several options. Please set the following options :
Click the Save button.
Now, let’s add the permanent discount :
You will then see several options. Please set the following options :
This reward gives both the 20% discount and the free shipping
To use offer free shipping, you must enable free shipping coupons in WooCommerce. Follow the instructions in this documentation to set it up.
That’s it for the Gold level. Your program is now ready. However, before starting it, it’s time to let your customers know it exists and how it works.
Inform your customers
Having a nice loyalty program is only useful if you manage to advertise your customers successfully about it. That’s why WooRewards provides a lot of ways to inform your customers about your loyalty program. We’ll know use some of these features for this loyalty program.
My Account Loyalty Page
The My Account page is the page in which customers can see all their account details, including their loyalty information. This page is the best place to show to your customers their current points, the rewards they can earn, redeem or their level.
Follow these steps
You will then see several options. Please set the following options :
Click the Save button.
WooRewards creates a default page to display on the My Account section of your website. This default page presents all the relevant information for this loyalty program. However, you can edit the page how you want.
Cart Page
We will display two things to your customers on the cart page. A list of the rewards they can redeem with their points, with the possibility to apply them directly, and an information block showing how many points they can earn for placing the current order.
Follow these steps
The first text field lets you display information below the products and before the cart totals. We’ll use this place to display a list of available rewards. Set the following shortcode in the Between Products and Totals option :
[wr_available_coupons buttons="true"]
For the Aside From Totals option, set this :
<h2>Earn loyalty points for placing this order :</h2>
[wr_ordeer_points_preview]
Click the Save button.
If you want to display more informations, you can use other available shortcodes in the dedicated part of this documentation.
New order email
Since customers will earn points by placing orders on your website, using WooCommerce’s new order emails is a good way to advertise your customers. In the new order email, you can show to your customers how many points they earned by placing the order.
Follow these steps
Once you’re in the group settings, set the following values :
Click the Save button.