magento reward points extension

Reward Points

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V. 1.0.0

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“Reward Points”

User Guide

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Table of Contents

“Reward Points” User Guide..........................................................................2

Table of Contents ….......................................................................................3

1. Overview…................................................................................................4

2. Features....................................................................................................4

3. Display in Admin ……………………………………………………………...........................6

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1.OVERVIEW

Reward points Magento Extension enables the Points can be awarded automatically (and manually by the merchant) and later redeemed for discounts..

Overview:

Now you can greatly improve your Magento Community Edition store's functionality. With theRewards Points Magento extension, you get the expanded and improved reward points systemwhich allows you to award your customers for their "good" behavior – buying products in yourstore, inviting their friends, etc.

Our new Magento module offers the points and rewards system implemented as well as the

referral program. With Rewards extension, you get one of the most powerful solutions for

enhancing customers' loyalty, improving user experience, and increasing sales rates.

The extension is easy to install and use. The Reward points Extension is Lightweight, fulfills thetask with minimum obstruction and is in line with the Magento Standard Work flow.

2.Features

• Reward your customers for good behavior.• Points can be awarded automatically (and manually by the merchant) and later

redeemed for discounts. • Rule Creation Abilities• Flexible Points & Rewards rules allow your customers to earn different number of

points while buying products from various categories, with certain SKU, price, or any other item attribute.

• Referral System• The Points & Rewards extension offers the built-in referral system with flexible

settings, so that you can reward your customers for inviting their friends as well as for their referrals' purchases.

• Stimulate your customers to tell their friends about your Magento store!• Advanced Notifications• Show your customers that you care about them - inform them about their points

balance update immediately and notify of the points expiring date beforehand.The Points & Rewards extension allows tracking the transactions history exactly in

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the customers area. Moreover, your consumers can subscribe to balance update and get notifications about the points amount change by email.

• Balance & Transactions Control• Your customers can always check their points balance right in the Account page of

your store, and the current exchange rates keep them in the know how many poits can be redeemed for discounts.

• The Points & Rewards extension allows tracking the transactions history exactly in the customers area. Moreover, your consumers can subscribe to balance update and get notifications about the points amount change by email.

• Change Points Balance from Back end for:Each customer individuallyThe Points & Rewards Magento module adds its own tab on the Customer Information page in the back end. Thus you can manage the points balance of everycustomer on individual basis - either increase or reduce. You can also subscribe\unsubscribe customers from points expiration and balance update notifications.

• A group of customers automaticallyIf you need to change the points balance of a group of customers at a time, you caneasily use the high end extension's feature of the mass balance update. Just filter all your current customers in the way you need - by group, country, website, or however else, - and specify the points amount you want to add or subtract.

• Extension block displayed on the Cart page• Points for a purchase on product pages• Multi-store support• Specify rewarded points expiration date• Limit maximum available points balance• Limit points amount available to redeem• Reset all transactions with 1 click• Requires no manual configuration.• Easy installation.• Meets Magento programming guidelines.• 100% open source.

• Show according to catalog or shipping price rule.

To know more about our Order Import Magento Extension Services feel free to call us at+1.631.897.7276 or email us at [email protected].

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3. Display in Admin

Points & Rewards Configuration

The Points & Rewards extension can be easily configured in the way you need on the

System Configuration Brainvire Points & Rewards General backend page → → → →

(or Promotions Points and Rewards Configuration).→ →

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First Tab “General”Tab:

Select Yes, in the Enable field.

Specify the point unit name, which will be displayed on the Customer Account page as well as

in the shopping cart.

The Enable rewards history field allows customers to track the earned points on their Account

page.

according to admin-specified rates if rule condition is matched and the rule is applied.

Specify the minimum reward points balance available to redeem, or leave this field blank to

avoid limitation.

Specify the maximum available points balance, or leave this field blank to avoid limitation.

Set up the reward points expiration day in the corresponding field, or leave it blank to disable

the option.

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In the “Amount available for paying at checkout by points, %” field, specify the percent of the

product price that customers can pay for a product with points.

If any reference page is selected in the Info Page field, customers will see the learn more link

in their account.

Second Tab “Earning Points” Tab:

➢ In the Earning Points tab, you can set up the amount of points earned by customer for different

actions.

In the Registration field, enter the number of points given for user registration.

In the Newsletter signup field, specify the number of points given for signing up for a

newsletter.

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Specify whether points will be earned if a customer is subscribed by admin in the Consider

newsletter subscription by admin field.

In the Reviewing product field, specify the number of points given for posting a review.

Define the maximum amount of points earned per day for reviewing products, or leave this field

blank to avoid limitation.

If you want to reward only those customers who made the purchase, select Yes in the Only

those who purchased product can gain points field.

In the Tagging product field, enter the number of points given for tagging a product.

Specify the maximum amount of points earned per day for tagging a product, or leave this field

blank to avoid limitation.

In the Participating in poll field, define the number of points given for taking part in polls.

Enter the maximum amount of points earned per day for participating in a poll, or leave this

field blank to avoid limitation.

Third Tab “Referral system” Tab:

➢ The Rewards extension offers the built-in referral system with flexible settings, so that you can

reward your customers for inviting their friends as well as for their referral purchases.

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Select Yes, in the Enable referral system field.

Specify the amount of points given for inviting a friend in the Points for inviting a friend field.

In the Day limit for points for inviting a friend field, limit the number of days, within which the

customer can gain points for inviting a friend. You can leave this field blank to avoid limitation.

Select whether the customer gets points for each referral’s order or for the first order only in

the Points awarded to customers for their referral’s purchases field.

Specify the fixed amount of points given to customers for their referrals’ purchases.

Specify the percentage from the purchase sum given to customers for their referrals’ orders.

Fourth Tab “Notifications” Tab:

➢ The Rewards extension allows customers to receive email notifications about balance update, points expiration, and invitation.

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Select Yes in the Enable notifications field.

In the Sender field, specify the name shown in the "From" field in the email sent to customers.

Select Yes if you want an email to be automatically sent to the customer whose points expire in several days.

Specify the number of days for a notification to be sent before points expire in the Email sending before points expiring (in days) field.

Click the Save Config button.

Fifth Tab “Advanced” Tab:

➢ If you want to set up all customers' points balance to 0, click the Reset all transactions button.

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To give the customer an ability to earn and spend money while buying orders, you should

configure earn and spend rates at Promotions Rewards Points Rates.→ →

Earning Points

➢ If earning rates are set up, customers can gain points for their purchases according to

admin-specified rates. After an order has been completed, a certain amount of points is added

to the customer's points balance.

To create a new rate, go to Promotions Rewards Points Rates Earn Rate and click the→ → →

Add New button.

On the Add Rate page, select websites and customer groups the rate will be applied to.

Set up the exchange rate in the Rate line.

you can use decimal numerals (99.99) while setting up the exchange rate. Reward points,

however,should be whole numbers only.

Click the Save Rule button.

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Spending Points

Customers can spend their reward points while paying for their orders.

To create a new rate, go to Promotions Rewards Points Rates Spend Rate and click→ → →

the Add New button.

On the Add Rate page, select websites and customer groups the rate will be applied to.

Set up the exchange rate in the Rate line.

use only whole numbers in the Reward Points field.

Click the Save Rule button.

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Rewards Rules

➢ You can set up the Points & Rewards rules to award reward points to customers for

purchasing a certain product or product quantity. The customer will gain points after the order

has been completed.

➢ Go to Promotions Rewards Reward Rules to create a new rule and see the list of all the→ →

Rewards rules.

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Creating a New Rule

➢ Flexible Points & Rewards rules allow your customers to earn different number of points while

buying products from various categories, with certain SKU, price, or any other item attribute.

Go to the Promotions Rewards Reward Rules page in the backend.→ →

Click the Add New button to create a new rule.

Enter the Rule Title (required) and its Description (optional).

In the Websites field, select the websites where the rule will be applied to.

In the Customer Groups field, define the customer group(s) this rule will be applied to.

Set up the time period when the rule is active. If you leave the date range empty, the rule will

be enabled as soon as it is saved with the “Active” status.

In the Status field, select Active.

If you have several rules, you are able to stop further rules processing.

If you have multiple rules, set up the rule priority.

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Conditions

The rule will be applied only if your conditions are met. You can create as many conditions as

you like.

In this guide, we create one condition as an example: “Items quantity equals or greater than

10”.

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Actions

Define the number of points the customer earns when the rule is met.

Related Blocks

You can define the static block(s) displayed on the Cart page when the rule is met.

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Reward Points Redeem

➢ Registered users can see the reward points balance information as well as the transactions

history from their Account Dashboard where additional Reward Points tab appears.

➢ If the customer has points and its amount is more than minimum reward points balance

available to redeem (System Configuration Rewards Minimum reward points balance→ → →

to be available to redeem), an additional Use my Reward point(s) checkbox and input for points

appear. The customer can spend the whole amount of points available or part of them at the

Checkout page in the Payment Information section.

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Adding/Reducing Points by Administrator

The Magento Points & Rewards module allows the administrator to manage the points balance of

every customer from the back end.

Massive Points Update

The administrator can select/unselect customers massively in the Transactions grid.

Go to Promotions Rewards Transactions. Here you can see the list of transactions for→ →

the whole store.

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Click the Add New button, to add a transaction to change customer’s balance.

Select a customer(s).

Insert the comment and specify the amount of points you want to add or subtract. Type in

positive (10) or negative number (-10) in the Points Balance Change field to enlarge or reduce

customer’s points balance.

Save the transaction.

Individual Points Upgrade

The Points & Rewards Magento module adds its own tab on the Customer Information page in the

backend. Thus you can either enlarge or reduce the points balance of every customer on

individual basis.

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Go to Customers Manage Customers to see the whole list of customers.→

Find the customer you want to add/subtract points and go to the Reward points tab on the

Customer Information page.

The first section shows customer’s current balance.

The Reward Points History tab displays when, what for and how much points the customer

gained.

To update the customer’s points balance, enter positive or negative number in the Update

Points field.

You can leave a comment for the customer.

You can manage the customer’s subscriptions for balance update emails and expiration

notifications in the Reward Points Notification section.

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Rewards Coupons

The Points & Rewards extension allows you to create special coupons with additional amount of

points. Tell, send or place this coupon code on the website, so that customers can get extra

points just after entering the coupon code on the Reward Points page.

To create a new coupon, go to the Promotions Rewards Coupons backend page and click→ →

the Add New Coupon button.

In the Coupon Name field, specify the name of the coupon.

Specify the description of the coupon.

Enter the coupon code.

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Choose websites where the coupon will be active.

In the Customer Groups field, choose the groups of customers who can use the coupon.

Specify the period of time when the coupon will be available.

Set the Status field to Active.

In the Points Amount field, specify the amount of points which will be added to customer’s

balance after coupon applying.

In the Uses per Coupon field, specify how many times the coupon can be used.

Click the Save button.

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➢ To view all coupons, go to the Promotions Rewards Coupons backend page.→ →

➢ To delete the coupon, select Delete in the Action field of the required coupon (or tick off the

required coupons, select Delete in the Actions field and click the Submit button)

➢ Click the required coupon to view it. Here you can change all the information about the coupon

(except the quantity of the coupon usage in the Activation Count field).

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➢ In the Transactions section, you can find the information about customers who have used the

coupon.

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