Points and Rewards Setup Docs

Introduction

WooCommerce Points and Rewards extension allows you to reward your customers for purchases and other actions with points which can be redeemed for discounts. Easily set how many points customers will earn for each dollar spent and set how many points can be redeemed for a specific discount amount. Points can be set at the product, category or global level, and you can also control the maximum discount available when redeeming points.

Features:

• Reward Customer Purchases With Points Redeemable For Discounts!
• Earn Points for Purchases
• Customers can redeem points for discounts based on the conversion rate you set.
• points can be earned for selling products based on conversion rate set by you.
• you can simply allow your customers to buy points as per the conversion rate set by you. just create a product with product type "points" & customer can buy it and redeem points for discounts later.
• Control the maximum discount.
• Include previous loyal customers in your system.
• Award points to customers for actions like signing up.
• Manage Customer’s Points.
• Let your customers check their points information remove points for refunded orders.
• Reset points for all or specific users from users list using bulk action.
• Provide previous information about points and rewards on a product page.

Installing the Plugin

1. The installation of the plugin is just like any other plugin installation for WordPress. Login to your WordPress site and go to Plugins > Add New.
2. At the Install Plugins Page click on Upload from the top navigation and then click on browse.
3. Go to the location on your computer where you saved the downloaded plugin zip file and upload this zipped file. You need to unzip the file first to get the plugin zip file.
4. Now click on Install Now.
5. Wait until WordPress has uploaded the file. If it's done click on Activate Plugin.
6. Now you should see a message 'Plugin activated' at the top of the window.

After installing the extension, a points and rewards tab will be added to the WooCommerce settings tabs.

Points Settings

Earn Points Conversion Rate
Set the number of points awarded based on the product price. For example, if you want customers to earn 1 point for every $1 spent, enter 1 and 1. This can be modified at the category level or at per-product level.

Redeem Points Conversion Rate
Set the value of points redeemed for a discount. This will determine the value of the points that customers earn that can be redeemed for a discount. For example, if you want customers to earn a $1 discount for every 100 points, enter 100 and 1.

Buy Points Conversion Rate
Set the value of points to buy. This will determine the value of the points that customers will buy that can be used for a discount in future. For example, if you want customers to buy a 100 points for every $1, enter 100 and 1.

Selling Points Conversion Rate
Set the number of points awarded based on the product price to seller for selling porducts. For example, if you want sellers to earn 1 point for every $1 sell, enter 1 and 1.

Minimum Points Required
Enter the minimum points required for customer to get discount on cart. Leave blank to disable.

Maximum Cart Discount
Set the maximum discount allowed for the cart when redeeming points. Leave blank to disable.

Maximum Per-Product Discount
Set the maximum per-product discount allowed for the cart when redeeming points. Leave blank to disable.

Points Label
This is the text used to refer to points on the frontend, in both the singular/plural. You can use this to create your own points "branding", ie this might be "WCPoints".

Enable Decimal in Points
Enable the decimal points when points are awarded to customer.

Number of Decimals
This sets the number of decimal points.

Product / Cart / Checkout Messages

Adjust the message by using {points} and {points_label} to represent the points earned / available for redemption and the label set for points.

Single Product Page Message
Add an optional message to the single product page below the price. Customize the message using {points} and {points_label}. Limited HTML is allowed. Leave blank to disable. Defaults to "Purchase this product now and earn <strong>{points}</strong> {points_label}!" which might look like "Purchase this product now and earn 100 points!".

Earn Points Cart/Checkout Page Message
Displayed on the cart and checkout page when points are earned. Customize the message using {points} and {points_label}. Limited HTML is allowed. This defaults to "Complete your order and earn <strong>{points}</strong> {points_label} for a discount on a future purchase" which might render as "Complete your order and earn 100 points for a discount on a future purchase".

Redeem Points Cart/Checkout Page Message
Displayed on the cart and checkout page when points are available for redemption. Customize the message using {points}, {points_value}, and {points_label}. Limited HTML is allowed. This defaults to "Use <strong>{points}</strong> {points_label} for a <strong>{points_value}</strong> discount on this order!" and might be displayed as "Use {Points} {points_label} for a {points_value} discount on this order!".

Guest User Cart/Chekout Page Message
Displayed on the cart and checkout page for guest users to indicate to create an account for earn the points. Customize the message using {points}, {points_label} and {signup_points}. Limited HTML is allowed. Leave blank to disable.

Guest User Cart/Chekout Page Buy Message
Displayed on the cart and checkout page for guest users to indicate to create an account for buying the points product. Customize the message using {points} and {points_label}. Limited HTML is allowed. Leave blank to disable.

Guest User Points History Message
Displayed points history message for guest users to indicate to login into an account to view points of their account. Customize the message using {points_label}. Limited HTML is allowed. Leave blank to disable.

Minimum Points Required Message
Displayed on the cart and checkout page when customer doesn't have minumum required points to get discount on cart. Customize the message using {minimum_points} and {points_label}. Limited HTML is allowed.

Points Earned For Actions

Customers can also earn points for actions like creating an account. You can enter the amount of points the customer will earn for each action in this section

Points earned for account signup
Enter the amount of points earned when a customer signs up for a new account.

Apply Points to Previous Orders
This will apply points to all previous orders that have not already had points assigned and cannot be reversed. This is most useful when first installing the plugin. Be absolutely certain that you want to apply points to past orders before using this!
Note: this action can take time on a site with a large number of existing orders, so allow it to complete. If the action should time out due to server settings, simply refresh the settings page and re-run the action to continue awarding points for un-awarded orders.

Misc Settings

Delete Options
If you don't want to use the points and rewards plugin on your site anymore, you can check the delete options box. This makes sure, that all the settings and tables are being deleted from the database when you deactivate the plugin.

Enable points removal for refunded orders
Specify whether you want to refund earned and redeemed points when order gets refunded.

Review Settings

Enable Review Points
Check this box if you want to assign points to customers when they add a review on any product.

Points earned for Review
Enter the number of points earned when a customer add a review on any product.

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Product Category Setup

Two new settings are added to the product category configuration, found by going to Products > Categories: Add New Category, or Products > Categories > Your Category for existing categories.

Points Earned
Allows you to modify the global Earn Points Conversion Ratio setting by entering fixed number of points earned for the purchase of any product that belongs to this category. This setting modifies the global Points Conversion Rate, but can be overridden by a product. Use 0 to assign no earn points for products belonging to this category, and empty to use the global setting. If a product belongs to multiple categories which define different point levels, the highest available point count will be used when awarding points for placing order.

Maximum Points Discount
Allows you to limit the points discount that can be applied towards products belonging to this category. Set a fixed maximum discount dollar amount. For example, if you want to restrict the discount on this category to a maximum of $5, enter 5. This setting overrides the global default, but can be overridden by a product. Use 0 to disable point discounts for this category, and blank to use the global setting. If a product belongs to multiple categories which define different point discounts, the lowest point count will be used when allowing points discount for placing order.

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Product Setup

Similar to the options available at the category level, two new fields are available for configuration at the product level. These fields override/modify any settings at the category/global level, respectively, as follows:

Points Earned
Allows you to modify the global Earn Points Conversion Ratio setting or override the category Points Earned setting by entering fixed number of points earned purchase of this product. This setting modifies the global Points Conversion Rate and overrides the category setting. Use 0 to assign no points for this product, and empty to use the global/category settings.

Maximum Points Discount
Allows you to limit the points discount that can be applied towards this product. Set a fixed maximum discount dollar amount. For example, if you want to restrict the discount on this product to a maximum of $5, enter 5. This setting overrides the global and category settings. Use 0 to disable point discounts for this product, and blank to use the global / category defaults.

Points earned for Review
Enter the number of points earned when a customer add a review on this product. This setting overrides the global settings. Use 0 to assign no points for this product, and empty to use the global defaults.

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Managing Customer Points

Customer points can be adjusted by the admin by going to Users > Points > Adjust.

you can edit your users points directly from the users list in your admin area.

Simply hover your mouse over the user and click on "Adjust" in the Points column.To use the inline editor, simply hover your mouse over the user and in the "Points" column select "Adjust". You can make changes with or without a log entry.

Reset Points
The option "Reset points" allows resetting points collected by user till current date. Customer points can be reset by the admin by going to Users > Bulk Actions > Reset Points.

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Viewing Point Log

A record of every point change (increase or decrease) is kept and available for viewing from WooCommerce > Points Log.

As shown above, for every point change event: the particular customer, the change in points, a description of the event, and a date for the event are displayed. The points log can be filtered by customers, event type and ordered by the change in points or event date, making it easy for you to determine exactly how points are being earned and redeemed in your store.

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Points Redeemed on the Order Admin

From the Order admin Edit Order page, the discount from the redeeming of points can be seen in the "Update Payment" box, as you would any cart discount:

And an order note is added detailing the points used and the value:

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How Point are Awarded/Deducted

Points earned for product purchase are awarded in the following circumstances: when payment for the order is completed, as with a credit card or e-check gateway, or when an order status transitions from Pending to completed (to support gateways such as Cash on Delivery).

Points are also awarded when an order transitions from the "failed" to "completed: state to correct payment processing errors, such as a declined card.

To avoid the same points being used multiple times and prevent gaming of the system, points being redeemed for a discount on purchase will be deducted from a customer's balance immediately upon checkout. If an order is refunded the redeemed points are automatically credited back to the customer's account.

If an order that earned a customer points is refunded, any awarded points are automatically deducted from that customer's balance.

There is the possibility that the following sequence of events could occur: customer has a points balance of 0, customer places an order and earns 10 points, customer redeems those points for a discount on another order, the original order is refunded. The monetary discount can not be retroactively removed, however in this case the customer will end with a balance of -10 points, and so would have to earn another +10 points to get back to a 0 balance and be able to start earning points to redeem for additional savings.

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Frontend Behavior

This plugin modifies the frontend in 2 places: the product page and checkout page.

Product Page

On the product page the single product page message is displayed, showing the points that can be earned for purchasing a product.

Cart

From the cart page, messages will be displayed indicating a number of points that can be earned, and encouraging the customer to apply their points to the current order.

After applying points for getting discount via redeemed points, the discount will be shown as below.

Show Customers Their Credit Balance

A customer's credit balance can be viewed by the customer in two difference ways:

1. With the [woopr_points_history] short code. When placed on a page and the user is logged in, a table like the one below will be displayed:

2. From the user's WordPress profile page. Hovering over your username in the WordPress toolbar will show your current balance:

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Buy Points

In order for your users to buy points, Create at least 1 points product by going to All Products -> Add Product. Set the name, description, price and be sure to select the "points" as "Product Type options". See image below:

That's it. now when user buy this product, they will get points in their account based on conversation rate set in global setting Buy Points Conversion Rate.

Note: User must have to be logged in to buy points product. If user is guest and cart contains any points product, system won't allow them to make the order.