OpenCart Loyalty Points Extension – User Manual

1.0 Introduction

Did you know that increasing your customer retention rate by 5% boosts your profits by as much as 95%? But far too often, businesses choose to focus on attracting new shoppers – not looking after existing ones. Understandably, you want to grow your customer base. But how do you keep hold of the people who are more likely to buy from you again? Well, one solution is to create a customer loyalty program that rewards those shoppers who come back. Knowband OpenCart Loyalty Points Extension can easily solve this problem.

1.1 What are Loyalty Points?

Loyalty points are the reward-based points that are awarded to the customers when they fulfill some conditions on your online store. These conditions can be anything like a specific product, minimum cart value, category, etc. The points collected by the customer can be converted into discounts which can be used by the customer to decrease some amount of the cart.

A loyalty points program is a marketing strategy designed to encourage customers to continue to shop or use the services of a business associated with the program. This is used to engage the customer in making more and more shopping decisions on our web store by giving them more and more points so that the customer has more and more interest in buying more items from the store.

The process of creating a loyalty point program can be a very difficult task, hereby Knowband’s OpenCart Loyalty Points extension will simplify this task for you. This plugin allows the admin to create different types of conditions, if the customer satisfies any of these conditions, the customer will be automatically awarded the loyalty points defined by the admin. This reward point extension will also keep the track of the loyalty points rewarded.

1.2 How does it work?

The working of the OpenCart Loyalty Points module is explained by the following points.

  • Firstly the Admin needs to create rules in the loyalty point rules tab.
  • The Admin also needs to add conditions according to the rules type he/she is creating.
  • Once the rules are created, if the customer fulfills the conditions of a rule, the customer will be rewarded according to the points stated in that particular rule he/ she fulfilled.
  • Once the customer gains some points, they can use those points to get discounts on their next purchase.
  • Once the customer has applied points in the cart and placed an order, the points will be automatically removed according to the points they have used.

1.3 Salient Features of the OpenCart Loyalty Point module

  1. OpenCart Loyalty points system grants loyalty points to your customers for placing an order with a specific cart value, creating an account, ordering a certain product, etc. The loyalty points are defined specifically for different rules.
  2. OpenCart Loyalty reward points can be offered manually or automatically to the customers based on their cart value, product selection, or site activity.
  3. With this Loyalty points module, you can set the discount equivalent to a single loyalty point. A custom conversion rate can be set to different currencies of the module.
  4. OpenCart Loyalty points module gives an option to set minimum cart amount to be eligible to apply loyalty points discount.
  5. The tax over OpenCart loyalty discount coupons can be enabled or disabled from the backend.
  6. The loyalty points module for OpenCart allows you to set various progression names in multiple languages.
  7. OpenCart Loyalty Points module lets you create unlimited loyalty points rules based on the customer’s Cart, Product, or Behavior.
  8. With this reward point plugin, you can set the title, description, the number of loyalty points, start date, end date, and validity for each rule.
  9. You can modify, enable, disable or delete the existing rules from the module Admin settings of the Reward points extension.
  10. The status and detailed history of OpenCart loyalty discount points can be viewed at the backend.
  11. With the OpenCart customer loyalty system, you can easily get into the details of loyalty points earned by the customers of the store. It keeps a list of customers with how many points they have spent, available, and on hold.
  12. The different emails sent for points, credit points cancellation and points redemption can be modified from the back-office of this OpenCart Loyalty reward points module.
  13. OpenCart Loyalty points system is simple to enable or disable from the module Admin settings interface.
  14. The OpenCart loyalty points module is multi-lingual compatible.

2.0 Installation Guide

Once purchased, you will receive the following files in your registered email.

Source code of OpenCart Loyalty Points module in zipped file format.

User Manual of OpenCart Loyalty Points module.

Now to install this on your OpenCart Store, follow the given steps:

Step 1: Unzip the zip file. You will get the folders as shown in the image below

opencart-loyalty-points-extension_installation_step-1

Step 2: Now choose the OpenCart version according to your store and open that specific OC folder. After opening it you will see the following content.

Step 3: Copy and paste the content inside the upload folder inside your Opencart store folder.

Step 4: Go to Extensions and then Installer. From here, you can upload the ” kbloyalty_point.ocmod.zip” (for OC3.0.x) file and install the extension.

So, the OpenCart Loyalty Points Module is now successfully installed and is ready to use at your store. Go to the admin menu and click on the extensions. Choose the Extension Type as Modules. You will find a list of modules. Select the Knowband Loyalty Point Module.

3.0 Admin Interface

The Admin Interface of OpenCart Abandoned cart recovery email extension includes the following main settings:

  • Module Configuration
  • Loyalty Points Rules
  • Loyalty Points Balance
  • Loyalty Point History

3.0.1 Module Configuration

This tab consists of all the module configurationally settings.

3.0.2.1 General Settings

  1. Enable/Disable: Initially, this field of the OpenCart loyalty points module by Knowband will be “OFF”. Admin can enable/disable the Opencart module by turning ON/OFF in this setting.
  2. Point Conversion: In this field, you can set the conversion rate for each currency added to your store.
  3. Minimum Cart Amount: This filed allows you to set a minimum cart amount on which the points can be used or not.
  4. Apply Taxes:  If enabled, the discount generated by the points will be applied to the taxes as well and if it is disabled the discount will not be applied to the taxes.
  5. Order Status for Available points:  If the order status gets the selected status from admin the points will be automatically available to the customer.
  6. Order status for Cancelled points: If the order status gets the selected status from admin the points will be automatically available to the customer.
  7. Cron Settings: Details of the cron are showed, This cron is used to deduct available points from the customer who has not used and passed the expiration date.

3.0.2.2 Points Progression Settings

This allows you to change the language/text as per your requirement of the loyalty points progression statuses. You can change the language for each status in each language added to your store.

3.0.2.3 Email Notification.

In this tab, you can customize the credit, deduct and redeem notification emails for each language.

3.0.3 Loyalty Point Rules

In this tab, you can see all the rules that are created in the store. The Admin can create new rules and edit the existing rules using this tab.

3.0.3.1 New Rule

When the Admin will click on the new rule button, they will be redirected to the New rule page. On this page, you can create a new rule by filling the form.

  • Title: Add a title to the rule in each language added to the store.
  • Description: Add description to the rule in each language added to the store.
  • Rule Type: Select the rule type. It can be a cart, product, or behavior rule.
  • Points: Add the number of points that will be awarded to the customer if the conditions are fulfilled.
  • Rule Start Date: This field will be used to add a Start date for the rule.
  • Rule End Date: This field will be used to add an End date for the rule.
  • Validity: This field is used to add validity to the points which will be added to the customer. You can add no. of days in the field.
  • Rule Status: To enable/disable the rule.

3.0.3.2 Edit Rule

This page is used to edit the rule data. It consists of the following tabs:

  • Configuration: This tab is exactly similar to add a new tab but here you can change the details of the rules except for the rule type.
  • Condition: This tab is used to add the condition to the rule. The admin can add or delete the conditions as per their liking and different rule types have different conditions.

  • Email Notification: This is to add a custom rule notification. This email will be sent if the rule condition is satisfied by the customer and points are awarded to the customer.

3.0.4 Loyalty Point Balance

This tab consists of a listing of each customer that has been awarded points. It will contain a list which will describe how many points are available to the customer, how much are on hold, how much they have spent.

3.0.4.1 Loyalty Point History

When the Admin will click on the edit history button, they will be redirected to the history page which will show all the transactions of the selected customer.

3.0.4.1.1 Edit Point Data

This page can be used to change the point data. This can be used to change the status of the point, point value, point title, and validity. This page is also similar to add a new point data page but this is used to update the data.

3.0.4.1.2 Add New Point Data

This will be opened when the admin will click on the add points button in the balance tab. This is used to add new points to the selected customer.

4.0 User Interface

4.1 Once the module is enabled from the customer can go to their loyalty point dashboard by clicking the Loyalty points dashboard in the account section.

4.2 In the dashboard the customer can see all the point transactions as well as how many points are available to them, how many they have spent and how many points are on hold.

4.3 If the customer has some loyalty points then an accordion will be shown on the cart page where the customer can use those points to convert them into discounts. They just have to click on the redeem now button and the points will be converted into discounts.

4.4 Once the points are redeemed they will be shown in the cart total section and the customer can also cancel points if they want to by clicking on the remove points button.

In case of any issue, drop an email to support@knowband.com OR click here to raise the ticket.

Buy OpenCart Loyalty Points extension: https://www.knowband.com/opencart-loyalty-points

Admin Demo:

Front Demo:

OpenCart Loyalty Points extension from the OpenCart Marketplace:

How Gamification Increases Customer Engagement on Your eCommerce Store

Gamification is a term that has gain popularity recently. It is a common marketing strategy to promote interaction and to get people excited about otherwise boring tasks. Ok, and guess what? You can add gamification to an eCommerce website with ready-made plugins, thanks to the amazing modules.

For all its quality, modern marketing has a few shortcomings. In modern form, product advertisements can come across as trying too hard to persuade. And this is a costly and time-consuming mistake. An innovative way to get your users more engaged in your site and potentially keep them coming back well into the future is by using the concepts of gamification on an eCommerce website.

This article will revolve around Gamification and how it can help you improve sales with customer engagement. Then we’ll see how the gamification module can be used on various occasions and events. Let’s jump inside!

What is Gamification?

Since consumers have more locations and ways to shop than ever before, retailers must find ways to make online shopping fun and enjoyable to be successful. By integrating game elements into their business processes, they have started to boost the online consumer experience, making online shopping not only appealing to innovative goods and low prices but also enjoyable. This term in a business known as gamification, a trending subject, and is generally characterized as the use of game thinking and elements in non-game contexts.

How Gamification helps your business?

Link your games and your rewards to business goals. It’s fun to play games and compete with friends, but you don’t want to distract yourself from the reason you’re at work: to make money. Remember these points before implementing the Gamification tactics on your eCommerce store.

  • Put in place the right technologies
  • To improve competitiveness, leverage a leaderboard
  • Provide useful benefits that are worth fighting for
  • Using it as an opportunity to boost the integrity of sales data

Key Benefits of Gamification on eCommerce

Customer Engagement

Gamification Improves customer engagement by keeping your customers invested in the fun element and the acquisitiveness of winning a reward adds more to it.

More email subscribers

The gamification modules increase engagement and the rewards or the coupons won by the customer goes to their Inbox. Hence, to claim the reward, they have to put their email address.

Better Customer Experience

The gamification added to the website improves the overall layout and UX of the store. Various Gamified modules add a fun element on the home page itself. It increases the customer experience of every type of eCommerce customer coming to the store.

Customer Loyalty

To take customer loyalty to the next level and improve interaction, it is possible and even recommended to add game elements to your website. Reward points and loyalty programs increase customer retention rates.

With improved customer engagement and customer experience, you can see higher growth in the conversion rate. It also adds more subscribers to your email integration software that you can use email marketing.

How to add Gamification to eCommerce Website?

Add interactive modules to your web-store

You may want to start by experimenting with smaller ‘gamified’ elements that do not affect your entire site if you are new to gamification. There are, luckily, several such modules that you can easily add.

You can build them manually (if you know how to code) if you want to add interactive modules to your website. Alternatively, a dedicated module may be used.

You can add a Spin-to-Win module, puzzles, sliders, quizzes, or run contests and giveaways on your store. The Spin and Win module by KnowBand is highly recommended as it has several themes for every occasion, from Valentine’s to Halloween.

Establish a system of points and give incentives

Do you know that you can convert your complete website into a Game? By designing an overall rewards system, you can turn your entire site into a game. This generally means, in practical terms, rewarding users with ‘points’ for completing different tasks and interactions.

You can incentivize users for dropping a product review, blogging, reading posts, participating in one-time activities, or offer loyalty points on every purchase they make. They will be given fixed incentives or be able to spend them on the benefits of their own choice as users gain more points. The sky is also the limit here.

Scratch Coupons as Exit Pop-up

Digital scratch-off coupons are perfect for increasing consumer engagement and improving the number of transactions. Scratch-offs have become increasingly common to win coupons and or prizes.
Everyone loves anything to win.

Mobile scratch-off coupons allow companies on their websites to generate excitement among the visitors. You can add scratch coupons developed by KnowBand to your eCommerce store. The Scratch-off Coupon module is available for PrestaShop, Magento, and OpenCart store.

Wrapping Up: Gamification is an exciting approach to improve the interest and involvement of customers and visitors on your website. If you are searching for a way to turn passive viewers and readers into active users, the response might be to add game-like elements to your site. You can make visiting and using your website a lot more enjoyable with a little experimentation.

Recommended Read

Prestashop Loyalty Points Addon – User Manual

1.0 Introduction

Improve the conversion rates of your store with the help of customer reward system. Integrate Knowband’s Prestashop Loyalty Points addon at your store that grants loyalty points to your customer upon creating a new account on the store, placing an order for a particular product or a specific product in the category and other events. The loyalty points can be converted to loyalty discount coupons by the customers during their next purchase from the store. This Prestashop Loyalty points and discount addon helps in increasing customer retention and reorders letting customers to collect more & more reward points which they can redeem during future orders. Thus Prestashop Loyalty points system implements a customizable reward and discount scheme at your store to encourage customer orders and signups.

1.1 Striking Features of Prestashop Loyalty Points Module

Prestashop Loyalty Points addon is highly customizable plugin with no core changes required. You can define as many loyalty points rule for your eCommerce store and award loyalty based discount vouchers to your customer. Lets quickly check different features offered by this Prestashop Loyalty points and discount addon.

  1. Prestashop Loyalty points system grants loyalty points to your customers for placing an order with specific cart value, creating an account , ordering a certain product etc. The loyalty points are defined specific for different rules.
  2. Prestashop Loyalty reward points can be offered manually or automatically to the customers based on their cart value, product selection or site activity.
  3. Prestashop purchase points addon allows an option to set order status when the loyalty points are added to the customer account.
  4. With Prestashop Loyalty points and discount addon, you can set the order status when the loyalty points assigned to any customer are automatically cancelled.
  5. With this Loyalty points module, you can set the discount equivalent to a single loyalty point. This discount value can be set in any desired currency.
  6. Prestashop Loyalty points addon gives an option to set minimum cart amount to be eligible to apply loyalty discount coupon.
  7. The tax over Prestashop loyalty discount coupons can be enabled or disabled from the backend.
  8. Loyalty points module for Prestashop allows you to set various progression names in multiple languages.
  9. Prestashop Loyalty Points addon lets you create unlimited loyalty points rules based on customer’s Cart, Product or Behavior.
  10. With this loyalty point module, you can set the title, description, number of loyalty points, start date, end date and validity for each rule.
  11. You can modify, enable, disable or delete the existing rules from the back-office of Reward points module.
  12. The status and detailed history for Prestashop loyalty discount coupons can be viewed at the backend.
  13. With Prestashop customer loyalty system, you can easily get into the details of loyalty points earned by the customers of store.
  14. The different email sent for points credit, points cancellation and points redemption can be modified from the back-office of this Prestashop Loyalty reward points module.
  15. Prestashop Loyalty points system is simple to enable or disable from back-office interface.
  16. Prestashop loyalty discount module is multi-lingual compatible.

1.2 Technology for Development

Language: PHP
Frame Work: PrestaShop

2.0 Installation Guide for Prestashop Loyalty Points and Discount Addon

You can follow these simple steps for installing the Prestashop Loyalty Points addon on your eCommerce store:

1. Firstly, download the addon package from the Knowband store.

2. You will get a zipped file containing the source code and user manual. Unzip the complete package in the root directory of your Prestashop store through FTP manager (like Filezilla or WinSCP – download here: https://filezilla-project.org/). You’ll find the files and folders as shown in the image below:

3. The Prestashop Loyalty Point plugin is all set to be installed in the store. Go to the Store Admin and then to ‘Modules and Services’.

4. Click on the “Install” button just next to your module. It would show a pop-up for your confirmation. Click on “Proceed with the installation” option. This step will install the module and show notification – “Module(s) installed successfully”.

3.0 Admin Interface of PrestaShop Purchase Points Addon

Just after successful installation of Prestashop Loyalty Points addon at your website, you can create and apply as many loyalty points rules for your store. You can grant loyalty points to your customers manually or automatically based on various criteria. In the admin panel or dashboard, click on “Knowband Loyalty Points”. It will list you various configuration tabs as shown in the given screenshot.

Here, in this interface of Prestashop Loyalty points system, you will see five sub sections under Loyalty Points module.

  • General Settings
  • Loyalty Points Rules
  • Loyalty Points Balance
  • Loyalty Points History
  • Email Notifications

Each section of this Prestashop Loyalty points and discount addon has been discussed below.

3.1 General Settings

Under the general settings of Loyalty points module for Prestashop, you can perform the basic settings for the reward points system.

  • Enable/Disable: This option fully enables or disables the loyalty point system for the store.
  • 1 Point: This option sets the currency value equivalent to each loyalty point. You can set this amount in any selected currency.
  • Minimum amount in which the voucher can be used: This option sets the minimum cart amount over which the coupon can be applied.
  • Apply taxes on the voucher: This option will enable or disable the taxes over the discount voucher.
  • Order status when points are awarded: This option sets the order status when the loyalty points are awarded.
  • Order status when points are cancelled: This option sets the order status when these loyalty points are cancelled.

As shown in the below screenshot, you can set the names for various loyalty points progression. Theses names are applicable to complete module settings.

3.2 Loyalty Points Rule

Under this section of Prestashop purchase points addon, you can create multiple loyalty points rule based on various customer activity. Each rule can be modified, enabled, disabled or deleted as per site requirements.

The above screen shows the list of existing loyalty point rules at your store. These can be modified, deleted or you can create a new rule as discussed below.

To create a new loyalty point rule for your store, click on the “Add new Rule” button at the top right screen. Initially, it will only show you the “Configuration” tab. Once you will save the Configuration options, it will show you the next two tabs: “Conditions” and “Notifications”.

Following options are listed under the “Configuration” tab of new rule.

1. Configuration

  • Title: This option sets the title for the loyalty point rule.
  • Description: This option allows you to set a small description of the rule.
  • Rule Type: Using this option, you can set the rule type out of three options as Cart Rule, Product Rule, or Behavior Rule as shown below.

  • Loyalty Points: Using this option, you can set the number of loyalty points for this selected rule.
  • Start Date: This option defines the start date for the rule.
  • End Date: This option defines the end date for the rule.

  • Validity: This option will set the validity period of the loyalty points (in days). If set to 0, the loyalty points has lifetime validity.
  • Active: Enable or disable the rule using this option.

2. Conditions

For the selected rule type, you can select the rule conditions as shown below.

  • Condition Conjunction: This option will select the conjunction type as “OR” or “AND”.

A) Conditions for Cart Rule

  • You can create any type of rule using conjunctions: “AND” & “OR”
  • Admin can apply conditions on the basis of Total Amount, Total Items quantity, Total weight, Payment Method, Shipping Method.
  • Below are the examples of the rules that can be created using these conditions:

1.This rule works when (total amount >= 10) and (total items quantity > 5) and (total weight ≠ 15) and (payment method = check/wire) and (shipping method = my carrier) are all applicable to customer’s cart. To get specific points, all conditions should be TRUE. (Refer below screenshot)

2.This rule works when (total amount < 10) or (total items quantity > 5) or (total weight ≠ 15) or (shipping method = Fashion store/my carrier) is applicable to customer’s cart. To get specific points, any one condition should be TRUE. (Refer below screenshot)

Similarly, you can create other rules as well with different filters and values.

B) Conditions for Product Rule

  • You can create any type of rule using conjunctions: “AND” & “OR”
  • Admin can apply conditions on the basis of Product ID, Category, Price.
  • Below are the examples of the rules that can be created using these conditions:

1.This rule works when (product ID is 2/18/14) or (category is 4/5) is TRUE. To get specific points, any one condition should be TRUE. (Refer below screenshot)

2.This rule works when (product ID is 2/18/14) and (category is 4/5) and (price >= 50) is TRUE. To get specific points, all the conditions should be TRUE. (Refer below screenshot)

Similarly, you can create other rules as well with different filters and values.

C) Conditions for Behavior Rule

Admin can apply condition on the basis of customer’s sign up and customer’s first order.

1. First Order – The Loyalty points will be granted to the customers when they place their first order on the store.

2. Sign Up – The Loyalty points will be granted to the customers when they will create an account on the store.

3. Notifications

The Notification tab shows the configuration options for email sent to the customers when they earn loyalty points through the selected rule. The options include:

  • Active: This option enables or disables the notification for the selected loyalty point rule.
  • Subject: This option sets the subject for the email sent to customers upon winning loyalty points at the store.
  • Template: This option sets the email content or body which details about the loyalty points they have earned on the store.

3.3 Loyalty Points Balance

Here in this section of Prestashop Loyalty points and discount addon, you can check the status of loyalty points granted to various customers of the store. You can view the details of each of the customer who have been granted the loyalty and discount points.

You can click the “Refresh” button in order to update the loyalty points records for store customers. Click on “View” button to check the details of a particular record (all records of the same customer) like shown in the image below.

You can edit the various order records of a same customer by clicking on the “Edit” button. To assign the loyalty points manually, click on “Add Points” button as shown in the image above. When you add points manually, you will see the following configuration options.

  • Title: The option sets the order or reference number for crediting loyalty points to the customer’s account.
  • Customer: With this option, select the name or email of the customer to whom you want to reward loyalty points.
  • Reward Points: Set the number of loyalty points you want to offer to the customer.
  • Validity: Set the validity of loyalty points using this option. Set this as 0 for infinite days validity.
  • Status: This option sets the status of the loyalty points granted to the customer.

If you want to add loyalty points manually for bulk customers, you can simple upload a .csv file as shown below.

  • Field Separator: This field allows you to specify the type of field separator you have used in your CSV file for separating various records.
  • CSV File: This option allows you to browse and upload the .csv file saved at your local space.

3.4 Loyalty Points History

With Prestashop Loyalty points system, you can view the loyalty points history along with the customer details. From this panel, you can manually grant loyalty points to the customers.

By clicking on Add Points button, you will be shown the below screen. (already discussed in 3.3 section)

On clicking the “Edit” button corresponding to any record, you will be shown the below screen.

  • Title: This option will allow you to modify the reference title or order title.
  • Customer: This option allows you to change the customer name or email who are assigned these loyalty points.
  • Reward Points: This option lets you set the loyalty points.
  • Validity: With this option, you can change the validity period for the rewarded loyalty points.
  • Status: This option lets you change the status of those loyalty points. The status of these points can be checked from the customer’s “Account Dashboard”.

3.5 Email Notifications

Prestashop purchase points addon gives you flexibility to modify/edit the email templates when loyalty points are credited to customer account, loyalty points are deducted and when loyalty points are redeemed into discount coupons.

Click on the “Edit” button to configure the email template with the given options:

  • Subject: This option allows you to set a subject for the email sent to the customer for credited points, deducted points or redeemed points.
  • Email Content: This option allows you to set the content for the email sent to the customer for credited points, deducted points or redeemed points.

4.0 Front Interface of PrestaShop Loyalty Points System

As soon as the customer redeems the loyalty points, a discount voucher is generated and all Available Points are turned into Converted Points.

A) When Product Rule is set for specific product and categories, you will see the following screen.

1.6 Version:

1.7 Version:

B) When Behavior rule is set. Like when customer sign-ups on the store or place their first order. The below screenshot shows how the customer gets loyalty points for signing up on the store.

1.6 Version:

1.7 Version:


C) When customer’s cart follows some criteria based on total amount, total items quantity, total weight, payment method or shipping method. The below screenshot shows how the customer gets loyalty points for placing an order as per defined cart rule.

1.6 Version:

1.7 Version:


D) Customer can convert their available points into a discount amount. The loyalty points are redeemed into a discount voucher which can be applied for next purchase.

1.6 Version:

Customers can use the loyalty points and generate the vouchers.

1.7 Version:

On clicking the Redeem Points button, you will see the following popup box on the screen.

As the customer clicks on OK button their available loyalty points are converted into a discount coupon code as shown below.

By clicking the desired discount code, it automatically gets copied into the Promo Code box as shown.


E) Customer can check the complete status of their loyalty points from their Dashboard.

1.6 Version:

1.7 Version:

On clicking the Loyalty Points option, customer will jump to the below screen. Here they can check the complete status of their loyalty points, their reward history, discount vouchers generated from points etc.

Version 1.6:

Version 1.7:

5.0.0 Tutorial Video of Prestashop Loyalty Points Module

Checkout our complete tutorial videos, which cover all the features from Installation to the complete frontend working.