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


Introduction


Magento 2 Reward Points by Magenest is a Loyalty Program that helps store owners to reward and manage the rewarding points given to customers.      

Highlight Features 

For Customers

(plus) Customers can earn points by:

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

(plus) Customers can manage their reward points in My Reward Points Dashboard: view rewarded points and point transaction history.

(plus) Customers (both logged in users and guests) can view the points earned alongside the product price on the product page, category page. 


For Admin

(plus) Easily configure new point earning rules for customers:

(star) Rule Types:

(star) Conditions:

(plus) Admin can add or deduct points to the user manually.

(plus) Admin can check the transaction history of all users

(plus) Admin can create a membership [New] 

System Requirement

 Your store should be running on Magento 2 Community Edition version 2.1.x, 2.2.x; 2.3.x.

Video Tutorial

 


Configuration

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


 

General setting

(plus) Enable module: Choose Yes to enable Reward Points module.


 View settings

Label Display Settings

(plus) 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. 

(plus)Text size: The font size of the reward points.

(plus)Text color: The color of the reward points.


Point Settings

(plus)Point redemption rate: This defines how many points are worth a single currency unit (e.g $1). For example:  Point redemption rate = 10, the customer gets a $1 discount for every 10 points spent.

(plus)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.

(plus)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.

(plus)Deduct reward points earned when order is refundedChoose 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.

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

(plus)Point rounding ruleYou can choose to round the decimal number of points up (ceiling) or down (flooring).

(plus)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.

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

(plus)My Reward Points tab descriptionYou can add the description as your loyalty program's terms and conditions. This description will be displayed in the customers' My account page.

(plus)Reward Points program landing pageChoose one CMS page to set as a landing page. There is a Reward Points CMS page by default.

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

(plus)Enable reward points notificationNotify guests at the cart page to sign up for reward points.

Point Redemption Rules

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


Percentage of total order value: 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 50% on the backend, and the order price is 200$, the customer will only be able to spend the amount of total order price x 50%( this amount will not exceed the total reward points you're having), which is: 200x50%= 100. 


Email Configuration

(plus) Point Expiration Notification

(plus) Point Balance Update Email

Refer a Friend 

(plus) General

(plus) Setting


(plus) 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




Create a reward rule

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

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


General information

(plus) You can name the rule, enable or disable the rule, choose the rule type and set the rule expiry date.

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

Product Rule

(plus) Set the rule based on product attributes.

(plus) Actions


Give X points to the customer

For each $Y spent, give X points

Behavior Rule

(plus) Set the rule based on customers' behaviors.


4

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

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

Note: The points will only be given when the reviews are approved by the store owners.

3Customer subscribes to newsletterWhen customers subscribe to the newsletter, they will receive corresponding points according to the created rule in the back end.
4Customer birthdayCustomers will receive the reward points on their birthday.
5First-time purchaseCustomers will earn points for their first order
6Lifetime AmountWhen customers' spending reach an amount that is set by admin, customers will receive reward points
7Customer GratitudeWhen a customer number X registers a new account after a specific number of user accounts created. E.g: The customer will receive reward points (Admin configuration) if he/she is the 1000th signed-up user.
8Refer a friendWhen customers refer the store to their friends, referrer and/or referee can earn reward points. Learn more

(plus) Notification Settings

For the Behavior Rule, you should set only one corresponding rule with the rule type instead of multiple rules with the same behavior condition. Or else they might conflict with each other.



Create a membership

On the admin sidebar, Marketing > Reward Points > Membership > New Group.

General Information

Point Number: Calculated based on customer points accumulated.

Spend Point: Calculated based on the number of points the customer has spent.

Fixed Amount: Fixed value of the number of points a customer can receive

Percent of the normal point: The amount of points received is based on the percentage amount and the number of points received at the payment

Customer In Group



Refund by reward points

(plus) When you create a credit memo in Magento 2 back end, there will be 2 options to refund with the reward points.


Points Management

(plus) You are able to track the reward points history in Marketing > Reward Points > Points.

(plus) There are customer emails, the rule applied, and a number of points change before and after. 

(plus) You can also track the transaction history in Marketing > Reward Points > Transaction History.



StoreFront Functions

(plus) View reward points in each product details



On My Account Page, customers can track the reward points usage as well as the transaction history.

(plus) Use reward points as a discount for products

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

There will be a message informing the reward points balance of the customer. Customers can only redeem the maximum points they have in their balance.

 


Membership 

(plus) After the add-on is enabled (in the Reward Points Configuration), you can set up the add-on in Marketing > Reward Points > Membership.

(plus) On the Membership groups page, you can manage the created groups in the grid table, or create a new membership group by clicking on the New Group button.

(plus) In the General Information, you can set the group Name and Code.

(plus) In Customer in Group settings, there is a grid table that displays customer list in-store. You can set the membership tier by selecting the customers on the list, then Save Group or Save and Continue Edit.

(plus) In each reward point rule, there is a point set for each membership group.



Update



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