Magento Loyalty Points Extension- User Manual

1.0 Introduction

Magento Loyalty Points Extension by Knowband allows the online merchant to give loyalty points to the online users on new registration, first order, any specific order placed by the customers and other events. The online customers can generate a coupon of these loyalty points and use it on their next purchase from the store. The online store admin can this way increase the conversion rate of the website by offering loyalty points to the customers.

Loyalty points make the online users come back and order again and again from the store. The online merchant can set the conditions according to which, customers will get loyalty points. The online merchant can also offer loyalty points on customers birthday. This Magento Loyalty points system extension is mobile responsive, customizable and offers smooth functioning.

1.1 Basic Features of this Magento Loyalty Points Extension

  1. The Magento Loyalty reward points plugin helps the store admin to offer loyalty points to the customers.
  2. By offering loyalty points, the online merchant can ensure customer retention and customer acquisition.
  3. The online merchant can set terms and conditions for providing loyalty points. The Magento Loyalty Points module allows applying Cart, Product Rule and Behavior rule from the admin interface.
  4. The Magento Loyalty points system extension provides an option to set the price amount for a single loyalty point.
  5. The online store admin can also set the order status on which the online users can get loyalty point.
  6. The online merchant can set the loyalty point expiry date and also send alert notification to the customers before set days of expiry date.
  7. The online admin can also offer loyalty points on customers birthday and also restrict this functionality to the specific customers by by selecting customers group.
  8. The Magento Customer reward points plugin provides instructions to setup cron. Admin can get the URLs to Add to Cron via Control Panel and also get instructions of Cron setup via SSH.
  9. The Magento Loyalty points system extension also provides an option to offer loyalty points to any specific customer by setting the loyalty points, validity, status and email id for sending loyalty points. The store merchant can also upload CSV file for adding points.
  10. The eCommerce store merchant can create various rules and apply them for offering loyalty points. The online users can get loyalty points when he meets the conditions.
  11. The Magento Loyalty reward points plugin provides an option to send an email informing them regarding loyalty points.
  12. The Loyalty points extension for Magento allows the online store admin to view the loyalty point balance of all customer from the admin interface.
  13. The Loyalty points extension for Magento provides an option to change the status, validity and number of loyalty points.
  14. The loyalty points module provides ready-made email templates which can be further customized. The online merchant can enable the settings for sending email while offering loyalty points.

2.0 Installation of Magento Loyalty Points Module

The online store merchant can install the Magento Loyalty Points Extension easily by following these steps:

1. Download the extension package from the Knowband store.

2. After downloading the extension package, you will get a zipped file. Unzip the package on the root folder of Magento setup via FTP manager (like Filezilla or WinSCP – download here: http://filezilla-project.org/). The store admin will find the files and folders as shown in the image below:

Magento Loyalty Points Extension installation

3. The extension is now installed and ready for use. In the Admin Panel, go to “System > Knowband Extensions >Magento Loyalty Points Extension”.

Now, the store admin can use and configure the Magento Loyalty Points Extension.

3.0 Admin Interface

After successful installation, the eCommerce store merchant can easily configure the Magento Loyalty points system extension. There are multiple configuration options as shown below:

  • General Settings
  • Add Loyalty Points
  • Loyalty Points Rules
  • Loyalty points balance  
  • Loyalty points Emails

Magento Loyalty Points module customization options

Admin can easily apply settings and configure them easily.

3.1 Loyalty Points – General Settings

The store admin can apply loyalty points related settings and also offer loyalty points on birthdays.

3.1.1 General Settings

In General Settings, the store admin can configure basic settings related to loyalty points. The online merchant can apply these settings:

Magento Loyalty reward points-general-settings

  • Enable/Disable: click on the button for activating or deactivating loyalty points functionality.
  • Price for 1 loyalty point: Here, set the price which will be applicable for 1 loyalty point.
  • Minimum Points Range: Set the least loyalty points which can be used by the customers.
  • Order Status for Points Awarded: Set the order default status on which customers will get loyalty points.
  • Order Status for Points canceled: You can also set the order status on which loyalty points will be canceled from the customer’s account.
  • Voucher Expiry days: Set the number of days after which voucher will get expired.
  • Disable Earning Of Loyalty Points: Enable this option if you don’t want to offer loyalty points to the customers if loyalty voucher is applied in cart.
  • Enable/Disable Points Expiry Alert: Enable the option if you want to send an email to alert the customers about the expiry of loyalty points.
  • Alert Before Expiry Days: Set the number of days from which you want to send an alert email.

3.1.2 Label Settings

Here, the online store admin can set the label for loyalty points. The module allows setting label for Awaiting Validation, Converted, On Hold, Available, Canceled and Expired loyalty points.

Magento Loyalty points system extension-label-settings

3.1.3 Birthday Settings

The Magento Loyalty points system extension allows the store admin to apply settings for offering birthday loyalty points. There will be customizable options as shown below:

Magento Reward points module birthday

  • Enable/Disable: The online store merchant can enable or disable the settings to offer loyalty points on birthdays.
  • Customer Groups: Select the customer group to whom you want to offer loyalty points on their birthday.
  • Number of points: Set the number of loyalty points which you want to offer on customers birthday.
  • Validity of Points: Set the number of days for which loyalty points will be valid.

3.1.4 Cron Instructions

The Magento Loyalty Points Extension provides instructions to setup cron. It provides URL to add to cron via Control Panel. The Store admin can also view the instructions to setup cron via SSH.

Admin can configure cron and manage the overall process of offering loyalty points. This way, admin can send birthday points manually, send a notification for expired points and set loyalty point state to expired manually.

cron Instructions

3.2 Add Loyalty Points

Here, the store admin can apply settings related to loyalty points. View the detailed description of all the configuration options.

3.2.1 Add Points

The online merchant can offer loyalty points for the customers by selecting their email id. Check the customization options below:

Add loyalty points

  • Title: Set the loyalty points title which will be shown in loyalty points history.
  • Points: Set the number of loyalty points.
  • Validity: Set the points validity days.
  • Status: Select the status for points.
  • Customer Email: Enter the customer’s email id here.

3.2.2 Add Points Using CSV

Admin can download the sample CSV file and then add loyalty points with other details. Then the admin can upload the updated CSV files for offering loyalty points.

Magento Loyalty Points Extension-csv

  • Field Separator: Set the field separator for every column.
  • CSV File: Upload CSV File to add loyalty points.
  • Send Email Notification: Enable or Disable email notification.

3.3 Loyalty Points Rules

Admin can create multiple rules for loyalty points. The module allows adding various rules without any limitations. Admin can edit or delete any rule anytime from the admin interface.

Magento Loyalty Points Extension-loyalty-point-rule

3.3.1 Add new Loyalty Rule

Admin can apply the settings and add new rules easily.

Magento Loyalty Points Extension-add new-rule

  • Enable/Disable: Enable or Disable The rule for the website.
  • Title: Set title for the rule.
  • Description: Set the rule description.
  • Rule Type: Choose the type of Rules for points.
  • Loyalty Points: Set the number of loyalty points.
  • Validity: Set the validity of loyalty points in days.
  • Start Date: Set the start date of the rule. Admin can leave it blank if he doesn’t want to put any restriction.
  • End Date: Here, set the end date for the rule. An online merchant can leave it blank for no restriction.
  • Customer Groups: Select the customer’s group for which this loyalty rule is applicable.

There are several rule types which are based on product cart and behavioral rule.

rule-type

A. Product Cart Rule

1. Offer loyalty points based on the cart subtotal

The online merchant can apply conditions on cart subtotal amount. There may be several conditions and customers can get loyalty points when the condition meet properly.

The customers can get discount when the subtotal is any specific amount, is not a specific amount when cart total amount is equal to or greater than selected amount when cart amount is equal or less than the selected amount, greater than the selected amount, less than the amount as per the module settings.

cart subtotal

2. Offer loyalty points based on the item quantity

Admin can provide loyalty points to the customers when they shop for specific product quantity. Similar conditions as “cart subtotal” can be included in item quantity.

item quantity

3. Offer loyalty points based on the total weight

Define what should be the total weight of the cart to earn loyalty points.

total weight

4. Offer loyalty points based on the Payment method

The Loyalty points extension for Magento allows the store admin to provide loyalty points when any customer makes a payment through the specified payment method.

Payment method

5. Offer loyalty points based on the shipping method

The store admin can provide loyalty points when a customer opts for the defined shipping service.

shipping method

6. Offer loyalty points based on the product

The Magento Loyalty points system extension allows the online store admin to offer loyalty points when cart products match with all/any selected product or no product matches.

product

7. Offer loyalty points based on the Product

The online merchant can offer loyalty points when customers purchase from a certain category(all or any matches)/do not purchase from the specific category.

category

8. Offer loyalty points based on the price

The Loyalty points extension for Magento allows the store admin to offer loyalty points when the cart price meets conditions as per the module settings. Similar conditions as “cart subtotal” can be included in Price Settings.

price

9. Offer loyalty points based on the attribute set

The online store admin can set the conditions related to attribute sets. The customers can get reward points if added products from/not from a specific attribute set. (As per the conditions)

attribute set

Note: In the conditions section, the online merchant can select “AND” or “OR” condition conjunction. All conditions should match for offering loyalty points while using “AND” conjunction and any of the condition should math while applying “OR” conjunction.

conditions

B. Behavior rule

1. Offer loyalty points on registration

Online users can get loyalty points on successful registration.

Magento Loyalty Points Extension Behavior rule

2. Offer loyalty points on first order

The online users can get loyalty points on their first order if the admin selects this event.

3.3.2 Edit Loyalty Rule

The online store admin can edit the rule settings from the admin interface of this Magento Loyalty reward points plugin.

Edit Loyalty Rule

  • Email Notification: The online merchant can send an email with the loyalty point details will be sent to the customers if they get any loyalty point. The online merchant can enable or disable the settings for sending an email notification. The online merchant can also customize the email template easily.

Email Notification

3.3.3 Delete Loyalty Rule

The Magento Loyalty reward points module allows deleting the loyalty rules from the admin interface.

Delete Loyalty Rule

3.4 Loyalty points balance

The online store admin can view the list in which he can check loyalty points balance of the customers.

Loyalty points balance
Admin can apply filters and also reset it. The store admin just needs to click on the “view” button for checking the details. Admin can also edit the details.

Loyalty points balance

  • Title: Admin can change the title for showing on loyalty points history.
  • Points: Set the number of loyalty points.
  • Validity: Set the validity of loyalty points in days.
  • Status: Change the status of loyalty points.
  • Customer Email: Admin can also change the customer’s email.

3.5 Loyalty Points Emails

Admin can view a list of default emails and edit the emails as per the requirements.

4-loyalty-points-emails

The online store admin can customize the ready-made email templates.

Loyalty Points Emails

  • Enable/Disable: Admin can activate or deactivate email notification.
  • Subject: The online store merchant can set the email subject line.
  • Email Template: The online merchant can configure the email by adding images, HTML text and description.

4.0 User Interface

The online users can get loyalty point on registration, first-order events and they can also get loyalty points on any specific order and cart state.

They can view the loyalty points from the “My Account” section.
Magento Loyalty Points Extension
They can view the loyalty points details on the loyalty points history and they can convert the loyalty points into the discount coupon.

history

In any case when two or more situations get common then the customers will get the highest loyalty point from any of the applied condition.

The online users can view the total available loyalty points.

loyalty point balance

The online users can enter the amount which they want to redeem.

redeem loyalty point

Customers need to apply loyalty voucher for availing discount.

loyalty voucher

The online users can also get email notifications when they get loyalty points.

email notifications

This way, the online merchant can place order and get loyalty points.

For more details, please visit here:

Magento Loyalty Points Extension Admin Demo Link

Magento Loyalty Points module Front-Demo Link

Joe Parker

We boast of the best in the industry plugins for eCommerce systems and has years of experience working with eCommerce websites. We provide best plugins for platforms like - Magento, Prestashop, OpenCart and Shopify . We also provide custom module development and customization services for the website and modules..

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