Easy Start
Easy Start

Knowledge Base

Welcome to the first tutorial of this series. In this first tutorial, we’ll learn how to create a standard points and rewards system. In addition, we’ll see how to inform customers about their actions. Let’s get started !

Create your 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 :

WordPress Admin
Admin menu
WooRewards
Menu entry
Settings
Page
Add a standard points and rewards system
Button

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.

That’s it, you created your first points and rewards system. Now, it’s time to add some actions into it.

Actions to perform

In order to earn points in the system, your customers have to perform various actions. In this system, actions will be limited to creating an account and placing orders. Here’s an overview of what we’re going to set up :


Register
50 Points
As a welcome gift, you get 50 points as soon as you create your account on the website
Place a first order
25 Points
After placing your first order, you will also receive an extra 25 points
Spend Money
$1 = 1 Point
Place an order. The amount of points depends on the money spent on the order.

As you can see, it’s pretty straightforward. Let’s start immediately by adding the User Registration action.

Follow these steps

Points Group
Click Add
Website
User Registration
Click Next

You will then see several options. Please set the following options :

  • Earned points : Set the value to 50
  • Sponsorship/Referral Origin : Leave this value empty

Click the Save button.

We’ll repeat the same process with the Place an Order action

Follow these steps

Points Group
Click Add
Orders
Place an order
Click Next

You will then see several options. Please set the following options :

  • Earned points : Set the value to 25
  • Sponsorship/Referral Origin : Leave this value empty

Click the Save button.

Finally, we’ll set the Spend Money action

Follow these steps

Points Group
Click Add
Orders
Spend Money
Click Next

You will then see several options. Please set the following options :

  • Money spent : Set the value to 1
  • Earned points : Set the value to 1
  • Use amount after discount : Check the box

Click the Save button.

That’s it, you finished setting up the actions customers have to perform in order to earn points. However, earning points is only the first step. It’s now time to let your customers exchange their points for rewards.

Rewards

If you look at the Rewards group, you’ll notice a first option called Rewards Type. The Points on Cart mode allows customers to spend their points directly on the cart for immediate discounts. This option, despite being widely used, is not very effective regarding loyalty. Therefore, in this tutorial, we’ll use the Rewards mode and create 3 different rewards.

First, make sure that the Rewards type is set to Rewards.

Secondly, verify that the Automatic Rewards Redeem is set to OFF.

In this system, we want customers to choose which reward they want to redeem with their points. That’s why we leave the second option to OFF. Now, it’s time to set up the different rewards :


Super Discount
10 Points
Get a 10% discount on your next order, no minimum order amount. This reward can only be redeemed once
10% Discount
50 Points
Get a 10% discount on your next order. Only for orders above $50
Free Mug
250 Points
Choose a free mug from a special list.

At start, customers will have 3 choices, with one, the Super Discount that has a higher value than the 2 others. The trick is that they can only redeem this reward once. Customers can get this special reward as soon as they create an account, which will be very appealing to them. The other 2 rewards are here to keep them engaged over time.

The Super Discount

Follow these steps

Rewards Group
Click Add
Coupons
Fixed/Percentage discount
Click Next

You will then see several options. Please set the following options :

  • Title : Set it to Super Discount
  • Points needed : Set the value to 10
  • Send Reward email : Check the box
  • Max Redeems : Set the value to 1
  • Discount type : Select Percentage cart discount
  • Coupon amount : Set the value to 10
  • Auto-apply on next cart : Check the box
  • All other options : Leave the default value

Click the Save button.

The key option here is the Max Redeems option. It specifies how many times a reward can be redeemed by the same customer. If you don’t set it, customers can redeem the rewards as many times as they want, as long as they have enough points.

The 10% Discount

Follow these steps

Rewards Group
Click Add
Coupons
Fixed/Percentage discount
Click Next

You will then see several options. Please set the following options :

  • Title : Set it to 10% Discount
  • Points needed : Set the value to 50
  • Send Reward email : Check the box
  • Discount type : Select Percentage cart discount
  • Coupon amount : Set the value to 10
  • Auto-apply on next cart : Check the box
  • Minimum spend : Set the value to 50
  • All other options : Leave the default value

Click the Save button.

This second reward is very similar to the first one. However, it costs 50 points instead of 10 points and it only works for orders above $50. We achieve this by setting the Minimum spend option to 50.

The Free Mug

For this reward, we assume that you have a Mug product you want to offer to your loyal customers. However, it’s only an example and you should replace the Mug in these instructions with one of your own product.

Follow these steps

Rewards Group
Click Add
Coupons
Free Product
Click Next

You will then see several options. Please set the following options :

  • Title : Set it to Free Mug
  • Points needed : Set the value to 250
  • Send Reward email : Check the box
  • Offered Product : Use the search tool to find the product(s) you want to offer.
  • All other options : Leave the default value

Click the Save button.

If you select more than one product, customers will see a popup on the cart/checkout page to select the product they want in the list.

This is it for the points and rewards system. You don’t have to worry about other settings for this tutorial, we will see them in detail in other tutorials. It’s now time to move to the next part.

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.

Please note that your users do not need to register for the loyalty system. Users normally register on your website and automatically have access to the loyalty system.
If you want to impose access conditions, use user roles and see the following page.

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

WordPress Admin
WooRewards
Appearance
WooCommerce
My Account - Loyalty

You will then see several options. Please set the following options :

  • Enable : Check the box
  • Tab title : Leave the default value
  • Slug : Set it to loyalty
  • Role restriction : Leave this part empty
  • Content page : There should already by a Loyalty and Rewards page defined here.
    If there isn’t, click the Create a new default page button

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

WordPress Admin
WooRewards
Appearance
WooCommerce
Cart Page Content

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_rewards applyreward="true" applyonly="true"]

For the Aside From Totals option, set this :

<h2>Earn loyalty points for placing this order :</h2>
[wr_order_points_preview showdetail="true"]

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

WordPress Admin
WooRewards
Appearance
WooCommerce
Order Email Points Information

Once you’re in the group settings, set the following values :

  • Enable Email message : Check the box
  • Enable Thanks Page Message : Check the box
  • Enable Order Details Message : Leave the box unchecked
  • Points and Rewards System : Select your Easy Start system
  • Email text : set it to With this order, you will earn [wr_wc_order_points]

Click the Save button.

Conclusion

Congratulations, your loyalty program is ready.

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