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Thank you for purchasing our extension. If you have any questions that are beyond the scope of this document, do not hesitate to leave us an email via [email protected]

Created: 20/09/2016 | By: Magenest

Support Portal:  http://servicedesk.izysync.com/servicedesk/customer/portal/18 

 


Introduction

Reward Points by Magenest is a Loyalty Program that helps store owners to reward and manage the rewarding points given to customers. Besides, Social Share integrated in this extension facilitates the promotion of a store via social networks.        


For more detail, live demo and user reviews, please visit: Ultimate Reward Point

Highlight Features 

For Customers

- Allow customers to earn points when:

+ Spend money in store:

For example, for every 2$ spent, customer will receive 1 Reward Point.

+ Buy specific type of products:

Customer can get bonus Reward Points when buying specific type of products (configured by store's admin)

+ Sign up to store:

 Reward customers when they create a new account.

+ Review a product:

Customer will receive some points when they write a product's review (review has to be approved by store admin)

+ Subscribe to newsletter:

When customer subscribe to store newsletter with their email, they will receive Reward Points (points will be canceled if they unsubscribe)

+ On customer's birthday

Customers will receive reward points as gifts from the store on their birthday

+ Share the products on social networks

Customers can earn points by social sharing

+ Refer a friend

Customer can share the referral code to their friends to earn reward points

- Customers use points to get discount (for example 10 points can be redeemed for 1$ discount).

- Customers can manage their reward points in My Reward Points Dashboard:

+ My Reward Points

Total Points, Current Points, Spent Points

+ Point Transactions History.

Rule Title, Comment, Points Change, Insertion Date.

 

For Admin

- Admin can easily configure new earning rules for customers:

- Rule Type:

+ Behavior rules: Rule relevant to Event.

+ Catalog rules: Rule relevant to Product.

- Condition:

+ Behavior rules: list of events to trigger reward points action (product's review, customer registration, social share activities...).

+ Catalog rules: attribute of product to trigger reward points action (attribute set, category...).

- Admin can manage the spending point configuration.

- Admin can add or deduct points to user manually:

+ Admin can choose the amount of points they want to give, the comment to customer and choose who can receive these points through Customer ID.

- Admin can check transaction history of all users

System Requirements

 Your store should be running on Magento 2 Community Edition version 2.1.x, 2.2.x

 

 

Configuration

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


(plus) General setting

Enable module: Choose Yes to enable Reward Points module

 

(plus) View settings

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

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

 

(plus) Label Display Settings

Point unit: Your custom point unit will be added after the number of points. For example, your reward points unit is "Elite reward points", then point display will be +10 Elite reward 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

 

(plus) Point value

Point value: The value of 1 reward point in dollar ($). For instance, point value = 10, customers who have 5 points can have a $50 discount.

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 leave this blank, the points will never expire.

Points are rewarded when an order is: Set the order status to reward points to 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 customers' My account page.

 

(plus) Referral code

Enable: To enable refer a friend feature. Customers and their friends can earn points by referring. The points will be rewarded when the referee register an account on the store successfully.

Referral points: Number of points customers and their friends will earn for referring.

The receiver of the referral points: You can set the receiver as the referrer only, the referee only, or both.

 

(plus) Social Sharing

Enable social share plugin: To enable the social sharing feature. Customers will earn point for their social network interaction: Like store's fan page on Face book, share the product link on Twitter, and Google +

Facebook app ID: Enter your Facebook app ID to connect your Facebook with the store. Learn more

 

Create a reward rule

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

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

 

In the general information, you can name the rule, enable or disable the rule, choose the rule type and set the rule expiry date.

There are 2 options for the rule types: Product Rule or Behavior Rule.

Product Rule: Set the rule based on product attributes

(plus) Actions

Apply: You can choose to give a fixed number of points to customer or to give X points for every Y spent. Y is in dollar ($)

Number of points (X): The fixed value of points customers can earn for this product rule

Step (Y): The point value to exchange from order amount to reward points. 

Give X points to customer

For each $Y spent, give X points

 

Then, the New Reward Points Rule page will be shown.

Admin need to set some fields, including: 

+ Rule Name: Type a rule name that you want.

+ Status: There are two options to choose: Inactive and Active.

+ Rule Type: There are two options to choose: Product Rule and Behaviour Rule.

+ From Date: Starting date of the created rule.                                                                                              

+ To Date: Ending date of the created rule.                                                                                                

 

 

There are two rule types allowing admins to choose. Here is the instruction corresponding with each case.

If admin choose Product Rule at the Rule Type filed. 


 

After choosing the Product Rule at Rule Type, please click on Save and Condition Edit to continue.  

At Conditions tab, admin will set the list of conditions according to their wish. If customers make an order meeting these conditions, they will receive reward points from the store.

 

 

At Action tabs,

There are two options to choose at Apply field, including:

+ Give X points to customer:

+ For every Y spent, give X points:  

 

 

Give X points to customer

 

 

 

For every Y spent, give X points 

 

 

If admin choose Behaviour Rule at the Rule Type field.

General Information tab

 

 

Conditions tab

The extension support you with 7 available options, including:

 

IDEvent NameDescription
1Customer signs up to storeWhen customers create a new account on your site, they will receive a corresponding reward according to the created rule in back end.
2 Customer writes a product review

When customers write reviews for product, they will receive a corresponding reward according to the created rule in back end.

Note: These reviews need to be approved by the store owners.

3Customer subscribes to newsletterWhen customers subscribe to newsletter, they will receive corresponding points according to the created rule in back end.
4Customer birthdayCustomers will receive the number of points in their birthday.
5Facebook LikeWhen customers click on Facebook icon on the product detail page, they will receive corresponding points according to the created Facebook Like rule in back end.
6Twitter TweetWhen customers click on Twitter icon on the product detail page, they will receive corresponding points according to the created rule in back end.
7Google +1When customers click on Google + icon on the product detail page, they will receive corresponding points according to the created rule in back end.

 

Admin will choose a condition rule that you want. Then, moving to Actions tab to proceed.

 

 

Actions tab 

At Actions tab, admin need to set the number of points which the customers will receive corresponding with the created rule.    

 

 

At Actions tab, admin will set 

 

 

Please click on Save Rule button to complete. 

 

 When setting the rule type named Behavior Rule, admin only set a corresponding rule with the rule type.
Admin shouldn't create multiple rules with the same behavior condition, this can cause some unexpected results.


  • Points Transaction Manager 

 

 

Here is the list of all transactions related giving points to customers.

Merchants can easily view and manage each created rules by customers, including:

+ Customer Email.

+ Rule Title.

+ Point Change.

+ Insertion Date.

+ Points After.

+ Comment.

 

Furthermore, admin can also add the additional transaction for any customers that they want by clicking on Add New button.  

 

 

Then, the New Reward Points Transaction page will be shown.

The extension allows admin to add a additional point to the customer account. Moreover, admin also can subtract certain points from customers' points if they want. 

Note that admin will set (plus) or (minus) points for customers at the Point Change field.

 

 

Please click on Save Transaction to complete. 

  • Customer Points Manager

Reward Points extension also allow admins to manage the number of points by their's customer ID.

Here is the list of customers with the corresponding points.

Admin can view and control some important information regarding the customers' point, including:

+ Customer Name.

+ Customer Email.

+ Total Points.

+ Current Points.

+ Spent Points.

When admin need to investigate the point regarding any customers, this is a really great feature. 

 

 

For Customer

  • View and manage reward points an easy way

At front end, we created a new tab named My Reward Points.

This will allows customers to have a quick access to manage their reward points as soon as they sign into their account on Magento Website.

 

 

Moreover, customers can also click on My account > My Reward Points to access on the My Reward Points page.

Here is the list of all things regarding their reward points.

Customer can view and manage two parts, including:

+ Points Summary: Allow customers to control their total points, current points and spent points. 

+ Transaction History: All of transactions regarding reward points will be listed here.

 

 

  • Easily use reward points to be redeemed when buying the product 

The extension allow admin to provide many different ways to give points to customers.

When customers want to add items into their cart, they will know whether they receive points or not at the product detail page.

Furthermore, customers can also receive additional reward points by sharing or liking the product which they want to buy through social networks such as: Google+, Facebook and Tweet. 

 

 

At check out page, customer will enter their available points to be redeemed for money. 

Then, click on Apply button.

 

 

At Order Summary tab, the system will automatically subtract an corresponding amount with entered points from the original amount. 

 

 

 


Update

  • When a new update is available, we will provide you with a new package containing our updated extension.
  • You will have to delete the module directory and repeat the installing steps above.
  • Flush the config cache. Your store and newly installed module should be working as expected.

 


Support

  • We will reply to support requests after 2 business days.
  • We will offer lifetime free update and 6 months free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
  • Support DOES NOT include other series such as customizing our products, installation and uninstallation service.

 


 

Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.

Magenest

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