1.0 Introduction
Magento Loyalty Points Extension by Knowband allows the online merchant to give loyalty points to the online users on new registration, first order, any specific order placed by the customers and other events. The online customers can generate a coupon of these loyalty points and use it on their next purchase from the store. The online store admin can this way increase the conversion rate of the website by offering loyalty points to the customers using this Magento Loyalty Points Extension.
Loyalty points make the online users come back and order again and again from the store. The online merchant can set the conditions according to which, customers will get loyalty points. The Magento Loyalty Points module allows the online merchant to offer loyalty points on the customer’s birthday. This Magento Loyalty points system extension is mobile responsive, customizable and offers smooth functioning.
1.1 Basic Features of this Magento Loyalty Points Extension
- The Magento Loyalty reward points plugin helps the store admin to offer loyalty points to the customers.
- By offering loyalty points, the online merchant can ensure customer retention and customer acquisition.
- The online merchant can set terms and conditions for providing loyalty points. The Magento Loyalty Points module allows applying Cart, Product Rule and Behavior rule from the admin interface.
- The Magento Loyalty points system extension provides an option to set the price amount for a single loyalty point.
- The online store admin can also set the order status on which the online users can get loyalty point.
- The online merchant can set the loyalty point expiry date and also send alert notification to the customers before set days of expiry date.
- The online admin can also offer loyalty points on customer’s birthday and also restrict this functionality to the specific customers by by selecting customers group.
- The Magento Customer reward points plugin provides instructions to setup cron. Admin can get the URLs to Add to Cron via Control Panel and also get instructions of Cron setup via SSH.
- The Magento Loyalty points system extension also provides an option to offer loyalty points to any specific customer by setting the loyalty points, validity, status and email id for sending loyalty points. The store merchant can also upload CSV file for adding points.
- The eCommerce store merchant can create various rules and apply them for offering loyalty points. The online users can get loyalty points when he meets the conditions.
- The Magento Loyalty reward points plugin provides an option to send an email informing them regarding loyalty points.
- The Loyalty points extension for Magento allows the online store admin to view the loyalty point balance of all customers from the admin interface.
- The Loyalty points extension for Magento provides an option to change the status, validity and number of loyalty points.
- The loyalty points module provides ready-made email templates that can be further customized. The online merchant can enable the settings for sending email while offering loyalty points.
2.0 Installation of Magento Loyalty Points Module
The online store merchant can install the Magento Loyalty Points Extension easily by following these steps:
1. Download the extension package from the Knowband store.
2. After downloading the extension package, you will get a zipped file. Unzip the package on the root folder of Magento setup via FTP manager (like Filezilla or WinSCP – download here: https://filezilla-project.org/). The store admin will find the files and folders as shown in the image below:
3. The extension is now installed and ready for use. In the Admin Panel, go to “System > Knowband Extensions >Magento Loyalty Points Extension”.
Now, the store admin can use and configure the Magento Loyalty Points module.
3.0 Admin Interface
After successful installation, the eCommerce store merchant can easily configure the Magento Loyalty points system extension. There are multiple configuration options as shown below:
- General Settings
- Add Loyalty Points
- Loyalty Points Rules
- Loyalty points balance
- Loyalty points Emails
Admin can easily apply settings and configure them easily.
3.1 Loyalty Points – General Settings
The store admin can apply loyalty points related settings and also offer loyalty points on birthdays.
3.1.1 General Settings
In General Settings, the store admin can configure basic settings related to loyalty points. The online merchant can apply these settings from the admin interface of this Magento Loyalty reward points plugin:
- Enable/Disable: click on the button for activating or deactivating loyalty points functionality.
- Price for 1 loyalty point: Here, set the price which will be applicable for 1 loyalty point.
- Minimum Points Range: Set the least loyalty points which can be used by the customers.
- Order Status for Points Awarded: Set the order default status on which customers will get loyalty points.
- Order Status for Points canceled: You can also set the order status on which loyalty points will be canceled from the customer’s account.
- Voucher Expiry days: Set the number of days after which voucher will get expired.
- Disable Earning Of Loyalty Points: Enable this option if you don’t want to offer loyalty points to the customers if a loyalty voucher is applied in cart.
- Enable/Disable Points Expiry Alert: Enable the option if you want to send an email to alert the customers about the expiry of loyalty points.
- Alert Before Expiry Days: Set the number of days from which you want to send an alert email.
3.1.2 Label Settings
Here, the online store admin can set the label for loyalty points. The Magento Loyalty reward points plugin allows setting label for Awaiting Validation, Converted, On Hold, Available, Canceled and Expired loyalty points.
3.1.3 Birthday Settings
The Magento Loyalty points system extension allows the store admin to apply settings for offering birthday loyalty points. There will be customizable options as shown below:
- Enable/Disable: The online store merchant can enable or disable the settings from the Magento Loyalty points system extension admin interface in order to offer loyalty points on birthdays.
- Customer Groups: Select the customer group to whom you want to offer loyalty points on their birthday.
- Number of points: Set the number of loyalty points which you want to offer on customers birthday.
- Validity of Points: Set the number of days for which loyalty points will be valid.
3.1.4 Cron Instructions
The Magento Loyalty Points Extension provides instructions to setup cron. It provides URL to add to cron via Control Panel. The Store admin can also view the instructions to setup cron via SSH.
Admin can configure cron and manage the overall process of offering loyalty points. This way, admin can send birthday points manually, send a notification for expired points and set loyalty point state to expired manually.
3.2 Add Loyalty Points
Here, the store admin can apply settings related to loyalty points. View the detailed description of all the configuration options.
3.2.1 Add Points
The online merchant can offer loyalty points for the customers by selecting their email id from the Magento Loyalty points system extension admin interface. Check the customization options below:
- Title: Set the loyalty points title which will be shown in loyalty points history.
- Points: Set the number of loyalty points.
- Validity: Set the points validity days.
- Status: Select the status for points.
- Customer Email: Enter the customer’s email id here.
3.2.2 Add Points Using CSV
Admin can download the sample CSV file and then add loyalty points with other details. Then the admin can upload the updated CSV files for offering loyalty points.
- Field Separator: Set the field separator for every column.
- CSV File: Upload CSV File to add loyalty points .
- Send Email Notification: Enable or Disable email notification option from the admin interface of Magento Loyalty points and discount module.
3.3 Loyalty Points Rules
Admin can create multiple rules for loyalty points. The Magento Reward points module allows for adding various rules without any limitations. Admin can edit or delete any rule anytime from the Magento Reward points module admin interface.
3.3.1 Add new Loyalty Rule
Admin can apply the settings and add new rules easily from the Loyalty points extension admin interface.
- Enable/Disable: Enable or Disable The rule for the website.
- Title: Set title for the rule.
- Description: Set the rule description.
- Rule Type: Choose the type of Rules for points.
- Loyalty Points: Set the number of loyalty points.
- Validity: Set the validity of loyalty points in days.
- Start Date: Set the start date of the rule. Admin can leave it blank if he doesn’t want to put any restriction.
- End Date: Here, set the end date for the rule. An online merchant can leave it blank for no restriction.
- Customer Groups: Select the customer’s group for which this loyalty rule is applicable.
There are several rule types which are based on product cart and behavioral rule.
A. Product Cart Rule
1. Offer loyalty points based on the cart subtotal
The online merchant can apply conditions on cart subtotal amount. There may be several conditions and customers can get loyalty points when the condition meet properly.
The customers can get discount when the subtotal is any specific amount, is not a specific amount when cart total amount is equal to or greater than selected amount when cart amount is equal or less than the selected amount, greater than the selected amount, less than the amount as per the module settings.
2. Offer loyalty points based on the item quantity
Admin can provide loyalty points to the customers when they shop for specific product quantity. Similar conditions as “cart subtotal” can be included in item quantity.
3. Offer loyalty points based on the total weight
Define what should be the total weight of the cart to earn loyalty points.
4. Offer loyalty points based on the Payment method
The Loyalty points extension for Magento allows the store admin to provide loyalty points when any customer makes a payment through the specified payment method.
5. Offer loyalty points based on the shipping method
The store admin can provide loyalty points when a customer opts for the defined shipping service.
6. Offer loyalty points based on the product
The Magento Loyalty points system extension allows the online store admin to offer loyalty points when cart products match with all/any selected product or no product matches.
7. Offer loyalty points based on the Product
The online merchant can offer loyalty points when customers purchase from a certain category(all or any matches)/do not purchase from the specific category.
8. Offer loyalty points based on the price
The Loyalty points extension for Magento allows the store admin to offer loyalty points when the cart price meets conditions as per the Loyalty points extension settings. Similar conditions as “cart subtotal” can be included in Price Settings.
9. Offer loyalty points based on the attribute set
The online store admin can set the conditions related to attribute sets. The customers can get reward points if added products from/not from a specific attribute set. (As per the conditions)
Note: In the conditions section, the online merchant can select “AND” or “OR” condition conjunction. All conditions should match for offering loyalty points while using “AND” conjunction and any of the condition should math while applying “OR” conjunction.
B. Behavior rule
1. Offer loyalty points on registration
Online users can get loyalty points on successful registration.
2. Offer loyalty points on first order
The online users can get loyalty points on their first order if the admin selects this event.
3.3.2 Edit Loyalty Rule
The online store admin can edit the rule settings from the admin interface of this Magento Loyalty reward points plugin.
- Email Notification: The online merchant can send an email with the loyalty point details will be sent to the customers if they get any loyalty point. The online merchant can enable or disable the settings for sending an email notification. The online merchant can also customize the email template easily.
3.3.3 Delete Loyalty Rule
The Magento Loyalty reward points module allows deleting the loyalty rules from the Magento Customer reward points plugin admin interface.
3.4 Loyalty points balance
The online store admin can view the list in which he can check loyalty points balance of the customers.
Admin can apply filters and also reset it. The store admin just needs to click on the “view” button for checking the details. Admin can also edit the details.
- Title: Admin can change the title for showing on loyalty points history.
- Points: Set the number of loyalty points from the admin interface of this Magento Customer reward points plugin.
- Validity: Set the validity of loyalty points in days.
- Status: Change the status of loyalty points.
- Customer Email: Admin can also change the customer’s email.
3.5 Loyalty Points Emails
Admin can view a list of default emails and edit the emails as per the requirements.
The online store admin can customize the ready-made email templates.
- Enable/Disable: Admin can activate or deactivate email notification.
- Subject: The online store merchant can set the email subject line.
- Email Template: The online merchant can configure the email by adding images, HTML text and description.
4.0 User Interface
The online users can get loyalty point on registration, first-order events and they can also get loyalty points on any specific order and cart state.
They can view the loyalty points from the “My Account” section.
They can view the loyalty points details on the loyalty points history and they can convert the loyalty points into the discount coupon.
In any case when two or more situations get common then the customers will get the highest loyalty point from any of the applied condition.
The online users can view the total available loyalty points.
The online users can enter the amount which they want to redeem.
Customers need to apply loyalty voucher for availing discount.
The online users can also get email notifications when they get loyalty points.
This way, the online merchant can place order and get loyalty points.
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