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 number of points earned for each product in the Home page: Display reward points for each product on the home page.
• Show number of points earned on the Product Listing page: Display reward points for each product on the product list.
• Show number of points earned on Product Detail page: Display reward points for each product on the product detail page.
• Show number of points earned for Guest: If enabled, the points earned will be shown to guests as well

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 Settings

 Point redemption rate: This defines how many points are worth a single currency unit (e.g $1). For example: Point exchange rate = 10, the 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 reward points earned when order is refunded: 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.

 Point rounding rule: 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 Points tab 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.

 Reward Points program 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.

Point Redemption Rules

• Enabled: Choose Yes to enable the spending rule for each order
• Redeemable points -

Fixed number: Set the maximum reward points a customer can use in an order

Percentage of total order value: Set the maximum percentage of total order value a customer can use

• Maximum number of redeemable points: If the field is left blank or set as 0, the maximum 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

• The Referrer: Select the receiver of the referral points. You can set the receiver as the referrer, the referred friend, or both.

• The Referee: Select the receiver of the referral coupons. You can set the receiver as the referrer, the referred friend, or both.

• When coupon is sent to the Referee
  
  • 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 is 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 Referee Email Template: Choose a corresponding email template.
  
• Send Coupon To Referrer Email Template: Choose a corresponding email template.
• Apply Shopping Cart Rule To Referee: 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

• Enable Membership: Choose Yes to enable Membership.
• Membership Description: You can add the description as your membership program's terms and conditions.
• Email notification: Choose Yes to send email to customers when they level up.

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.