Configuration

In Magento 2 back end, go to Stores > Configuration > Magenest > Reward Points.

General setting

 Enable module: Choose Yes to enable Reward Points module.

 View settings

 Show the number of points earned for each product in Product List Page: Display reward points for each product on Category Page.

 Show the number of points earned when buying in Product Detail Page: Display reward points for each product on the Product Detail Page.

Label Display Settings

 Point unit: Your custom point unit will be added after the number of points. For example, your reward points unit is "Points", then the point display will be +10 Points. If you leave this field blank, the default unit is P. 

Text size: The font size of the reward points.

Text color: The color of the reward points.

Point value

 Point value: how many points are worth a single currency unit ( e.g 1$ ). For instance, point value = 10, customer gets a 1$ discount for every 10 points spent.

 Enable point earning for order with applied points: Choose Yes to allow customers to earn points for the orders that have been discounted with reward points. If you choose No, customers will not earn points from these orders.

 Enable points earning for order with discount: Choose Yes to allow customers to earn points for the orders that have been discounted. If you choose No, customers will not earn points from these orders.

 Deduct receivable points when customers use discounts: Choose Yes to enable the function to deduct receivable points according to price after discount. For example, for an order of a $10 item, the total amount after the discount is $7, then reward points will be counted based on new price ($7). Note that this deduction does not apply for reward point rule with fixed points.

 Return reward points when refund order: Allow returning the applied reward points along with a refunded order.

 Earned points will be: You can choose to round the decimal number of points up (ceiling) or down (flooring).

 Point expiry time: The expiry time of the points can be set in days. The maximum time is 1000 days. If you fill in 0, the points will never expire.

 Points are rewarded when order is: Set the order status to reward points to the customer's point balance.

 My reward point description: You can add the description as your loyalty program's terms and conditions. This description will be displayed in the customers' My account page.

 Landing page: Choose one CMS page to set as a landing page. There is a Reward Points CMS page by default.

 Display landing page link in footer: Enable this option to add a landing page to the page footer menu.

 Enable reward points notification: Notify guests at the cart page to sign up for reward points.

Spending Configuration

• Enabled: Choose Yes to enable the spending rule for each order
• Spending Points - The corresponding score: Set the maximum reward points a customer can use in an order
• Maximum spending points per order: If the field is left blank or set as 0, the maximum points spent will be by default.

• Spending Points - The number of points in percentage: Set the percentage of points that could be spent in an order. E.g: If the customer has 100 points, and this field is set at 70% 50% on the backend, and the order price is 200$, the customer will only be able to spend 70 pointsthe amount of total order price x 50% ( this amount will not exceed the total reward points you're having), which is: 200x50%= 100. 
• Percentage of points that customers can spend on each order: If the field is left blank or set as 0, the percentage of points spent will be by default.

Email Configuration

 Point Expiration Notification

• Notify Customers When They Login: Choose Yes to notify the customer about the upcoming expired reward points when they login to your site.
• Send Email To Notify Customer About Point Expiration: Choose Yes to send reminder emails to the customer about the upcoming expired reward points.
  
• Email template: Choose the corresponding email template. 
  
  • Note: To change the Email template, go to Marketing > Email Template. The instruction to create a new Email Template can be found here.

• Send Before: Admin can set the days for the email to be sent before the expiration date. If the field is left blank or set as 0, no reminder notification will be sent.

 Point Balance Update Email

• Enabled: Choose Yes to send a notification email to customers when their point balance changes.

• Email template: Choose the corresponding email template. 

Refer a Friend 

 General

• Refer By Link: Allow customers to refer a friend with a referral link.
• Path of Referral Link: Fill in the URL key after the domain. For instance, with the path "customer/customer/account", the referral link follows this format https://yoursite.com/customer/account/create?referralcode=XXXXXXXXXXXX
• Referral code patterns: The referral code format. [A5] means to generate 5 random alphabetical characters, [N4 ] will generate 4 random numbers. "Magenest" is the hard code
  Example: Magenest-[A3][N2] will generate code like Magenest-afl23 or Magenest-afo09 ...

 Setting

• Referral Points Are Awarded To: Select the receiver of the referral points. You can set the receiver as the referrer, the referred friend, or both.

• Referral Coupon Are Awarded To: Select the receiver of the referral coupons. You can set the receiver as the referrer, the referred friend, or both.

• When Coupon Sent To The Referred Friend
  • Sign up a new account: When the referred friend signed up a new account.
  • Sign up and make a purchase: When the referred friend signed up and made the first purchase.
• When Coupon Sent To The Referrer
  • Sign up a new account: When the referred friend signed up a new account.
  • Sign up and make a purchase: When the referred friend signed up and made the first purchase.
    
• Send Referral Link To Friend Email Template: Choose a corresponding email template.
• Send Coupon To Referred Friend Email Template: Choose a corresponding email template.
  
• Send Coupon To Referrer Email Template: Choose a corresponding email template.
• Apply Shopping Cart Rule To Referred Friend: Choose a corresponding cart price rule.
• Apply Shopping Cart Rule To Referrer: Choose a corresponding cart price rule.
  •  

    Note: The Promotion Rule must meet the requirements (If you can't see your promotion rule, please re-configure the promotion rule as below): 

    • • Is Active. 

      • Coupon: Specific Coupon. 

      • Coupon: Use Auto Generation

 After enabling the referral code function, go to Marketing > Reward Points > Rules and create a behavior rule - Refer a friend.

Create a new reward point rule

Set the condition as Refer a friend

Set the points earned by referring a friend for the referrer and referred friend

Membership (Add-on)

If you purchase the Membership Add-on for Magento 2, you can enable this add-on in Reward Points Configuration.

You can refer to the settings here.

Create a reward rule

 You can add a new reward rule on the Rule Manager page. 

 On the left menu, go to Marketing > Reward Points > Rules > New Rule.