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Updated: 19/12/2018 | 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

Customers can earn points by:

- - Purchasing products in the store.
  - Purchasing a specific type of product.
  - Signing up to store.
  - Reviewing a product.
  - Subscribing to the newsletter.
  - Sharing the referral code to their friends (Refer a friend add-on).
  - Gifting on the customer's birthday.

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

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

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

For Admin

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

Admin can add or deduct points to the user manually.

Admin can check the transaction history of all users

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

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.

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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.

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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.

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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.

Documentation > 2. Reward Point User Guide > 04-Add rule.png

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.

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Product Rule

Set the rule based on product attributes.

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.

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Give X points to customer

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For each $Y spent, give X points

Behavior Rule

Set the rule based on customers' behaviors.

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ID	Event Name	Description
1	Customer signs up in store	When customers create a new account on your site, they will receive a corresponding reward points 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 points according to the created rule in back end. Note: The points will only be given when the reviews are approved by the store owners.
3	Customer subscribes to newsletter	When customers subscribe to newsletter, they will receive corresponding points according to the created rule in back end.
4	Customer birthday	Customers will receive the reward points on their birthday.
5	First time purchase	Customers will earn points for their first order
6	Lifetime Amount	When customers' spending reach an amount that is set by admin, customers will receive reward points
7	Refer a friend	When customers refer the store to their friends, referrer and/or referee can earn reward points. Learn more

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.

Refund by reward points

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

- Refund as Reward Points: Refund the order amount by reward points
- Refund applied reward points: Refund the reward points that were applied for a discount for this order.

Manage Reward Points

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

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

Documentation > 2. Reward Point User Guide > 09-points-manager.png

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

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Store Front Functions

View reward points in each product details

Customers can see the reward points shown in each product on Category Page.

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Customers can see the reward points shown on the Product Detail Page.

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- Track reward points on My account page

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

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With Refer a friend Add-on, customers can send refer a friend, if their friend (referee) register for a new account, the referee will earn reward points for registration. Then he can send his referral code to the referrer, the referrer can input this code on My Reward Points page to redeem and receive the points for referring.

Use reward points as discount for products

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

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

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Refer a Friend (Module)

In Magento 2 back end, go to Stores > Configuration > Magenest > Refer a friend.

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- Enable: To enable refer a friend feature. Customers and their friends can earn points by referring. The points will be rewarded when the referee registers for an account on the store successfully.
- Refer by link: Allow customers to refer a friend with a referral link.
- Path of referral link: Fill in the URL tail after your domain. For instance, with the path "customer/customer/account", the referral link has the following format https://yoursite.com/customer/account/create?referralcode=XXXXXXXXXXXX
- Send referral link to friend email template: Choose the email template for the referral email sent to customers' friends. You can add new email template in Marketing > Communications > Email Templates.
- 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 a code like Magenest-afl23 or Magenest-afo09 ...
- The receiver of the referral points: You can set the receiver as the referrer, the referee, or both.
- Save Configuration (Save Config) then flush cache in System > Tools > Cache Management.

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

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Create a new reward point rule

Set the condition as Refer a friend

Set the points earned by refer a friend for referrer and referee

Membership Add-on

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

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

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

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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 in the list, then Save Group or Save and Continue Edit.

- You can track the current status of each customer in the Current Membership Group column.
- If you want to update the Membership Group/change customer's membership group, go to the Membership group you want to update, select the customer, then Save Group.
- For example: To change customer "Veronica" from Silver Membership Group to Gold Membership Group, go to Gold Membership Group, select Veronica, then Save Group.

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In each reward points rule, there is a point setting for each membership group.

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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 within 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.