main-image- magento-2-reward-points

Reward Points

Getting Started

Installation

To install Magento 2 Reward Points extension follow instructions bellow:

1. Back up your web directory and store database.

2. Download Reward Points installation package

3. Upload content of the Reward Points installation package to your store root folder via FTP/SFTP
install magento 2 megamenu

4. Connect to your store root directory with SSH

cd path_to_the_store_root_folder

Run 3 commands bellow:

php -f bin/magento setup:upgrade
php -f bin/magento setup:static-content:deploy
php -f bin/magento setup:di:compile

menu_console

5. Flush store cache, log out from the backend and log in again

Execute the following command

php -f bin/magento cache:clean

menu_clear_cache

Or go to Back-end > System > Cache Management. Click the following buttons to completely clear the store cache:

  1. Flush Mangento Cache
  2. Flush Cache Storage
  3. Flush Catalog Images Cache
  4. Flush Javascripts/CSS cache

menu_cache

Import Sample Data

1. Go to Back-end > Venustheme > Setup > Import

2. Select the sample data file

3. Refresh the cache under Back-end > System > Cache Management

Video Guide To Install Magento 2 Reward Points

Overview

1. Earn points right after placing orders at your store.

Customers find it easy to earn points after placing order at your store. Necessary information is displayed prominently that helps you attract customer to purchase & get reward points.
Moreover, customers can view “reward point” on various pages & position such as shopping cart, mini cart, product detailed page, product categories, checkout page.

2. Spending Points With Ease

Customers are flexibly able to select how many points they want to spend on shopping cart page and checkout page. You can change by moving slider or simply check “Maximize my discount with points” box.

3. Choose how many points for each order via various ways

+) Pulling slider
+) Entering numbers,
+) Ticking the box “Maximize discounts with points”

4. Track their point balance, recent transaction in ” My account”.

You customers can easily track:

  • Point balance
  • A brief tutorial for “how to earn point”, “how to spend points”, “how your points can be managed”
  • Recent transaction

5. Create Various Earning Rating

With LOF magento 2 reward points, you can create various rating for different items they purchased on your site. For example, “1 point for every $10 spent”.

  • Give X points to customer
  • Give X points for every spent Y
  • Give X points as product final price
  • Give X % points of original price

6. Add reward point for any specific product & multiple products at the same time

If you have ever used LOF reward point for Magento 2, you can see that this extension is really easy to use. In one click you can choose any product that comes with points

There is no limit to add reward point for any specific product. Moreover, you can select multiple desired products at the same.

7. create orders for customers in Back-end using points

8. Freely Set Different Spending Point Rate & Earning Point Rate

After choosing desired products applied for reward points. In addition to this, you can put the number of points you want to give for them.

9. Easy To Edit for Different Store view

For different store view, you can change almost all of the point information in order to match your store best.

10. Set Duration for The Reward Point

Besides, you can set duration for both spending & earning point

11. Admin can manage customer points or lock customer account.

In the admin panel, you can take a full control of customer account, track their point balance, available points, spent point, transaction history. Or even, you can block their account if you want.

12. Admin can add or deduct points from Customers’ balances manually

With LOF Magento 2 reward points, you can freely add or deduct points from Customers’ balances with ease.

13. Transact Point To Customer Directly

You can directly transfer point for your customer without any limit. In the management area, you can track transaction process.

14. Set Max points earned or spent for each product

Furthermore, you can limit the number of points that customer can spend or earn for any product

15. Refund By Points

Our Magento 2 reward points, you can refund all of the point they spend of a part of them.

16. [Hot] Get Discount Code if Customer don’t have account yet

In case your customers hasn’t created account yet, they can get discount code that is equal to point instead.

17. [Hot] Send Notification Email & Auto Update Info If There is any changes.

If there is any changes in customer point balance, notification email will be automatically sent to your email address and customer’s email address.

Usage

How To Config Reward Points

In this tutorial, I will show you how to Configure Reward Points Extension in magento 2. Let’s take a look at our tutorials below.

Now, it is time for us to set up points in your magento 2 backend

Firstly, it is highly suggested to run through setting before creating your first reward points. This will help you better understand how the extension work; simultaneously, you can take use of all setting to create your reward points program look and feel as your expectation

In order to config in the backend, please go to Admin Panel > Stores > Configuration > LandOfCoder > Reward Points > General Setting

1-reward-points-setting

I. General Configuration

+) Enable: Set Yes to enable Reward Points Extension:
+) Points Label: Let it empty if you want to show the default label ‘Points’
+) Point Image: Upload point icon here
+) Use Reward Policy Page: Set ” Yes” to show Reward Point Policy Page.

2-reward-point-general-setting

II. Earning Points Configuration

+) Round Method: You can choose round down or round up to reduce or increase a number to the nearest whole number, or the nearest number ending in zero
+) Points expiry date: Set the date on which point can no longer be used.
+) Approve earned points on invoice: Set Yes to allow points to be earned during invoice process
+) Approve earned points on shipment: Set Yes to allow points to be earned during shipping process
+) Maximum earning points per order: Set maximum points could be earned for each order. If empty or zero, there is no limitation
+) Allow to earn points from tax: Set yes to allow customer to earn point both from products and tax fee
+) Allow to earn points from shipping fee: Set yes to allow customer to earn point both from products and shipping fee

3-earning-points-configuration

III. Spending Points Configuration

+) Allow to spend points from tax: Set yes to allow customer to spend points for their purchased products and tax fee
+) Allow to spend points from shipping fee: Set yes to allow the customer to spend points for their purchased products and shipping fee

IV. Notification Settings:

+) Email Sender: Choose sender here
+) Balance update email: When there are any changes, you can choose one of the email templates to send email notification for your customers
+) Before Points expire email: Notification email will be sent before point expiry date.
+) Send notification before points expiring ( by day): Define how many days you want to send the notification before points expire in.
+) Points Expired Email: Notification email will be sent on point expiry date.

notification-setting

How To Create Point Earning Rates

In order to config in the backend, please go to Admin Panel > Reward Points > Earning

earning-rate setting

I. Earning Rate

Please choose ” Add New Rate” to create new earning rate.

add-new-rate

A. General Setting

+) Rule Name: define name of your new point rate
+) Description: You can add the description that shows the purpose of the rule, and explain how it is used.
+) From : Set “From” date
+) To: Set “To” date
+) Customer Groups: choose customer groups here
+) Priority: define number to set priority here
+) Status: Choose active to enable rating

3-earning-point-setting

B. Action:
In this part, you can choose various earning rating types as below

  • Give X points to customer: you can fix point given for product
  • Give X points for every spent Y: For example: for example, “10 points for every $5 spent”.

Points (X) = 10 points
Money Step (Y) = $5

  • Give X points as product final price:

For instance, if you set points (X) = 30, it means that the customers get 30 points only when product price is equal or over $30

  • Give X% points of original price: Give % according to product price.

+) Points (X): Set number of given point here
+) Money Step (Y): define how much money customer spend to get that points
+) Maximum Points Earned: You can limit the number of points earned for each product
+) Stop Further Rules Processing: Set Yes to let this point rating run first
action earning rule

II.  Product Earning Points

Please go to Admin Panel > Reward Points > Earning > Product Earning Points

product-earning-rate

In this section, it is very easy to add Product and give them the number of points as you want. All you need is choose the product & insert point number you want to give

How To Create Point Spending Rates

In order to config in the backend, please go to Admin Panel > Reward Points > Spendingspending-rate-setting

I. Spending Rate

Please choose ” Add New Rate” to create new earning rate.

create spending rate-pm

A. General Setting

+) Rule Name: define name of your new point rate
+) Description: You can add the description that shows the purpose of the rule, and explain how it is used.
+) From : Set “From” date
+) To: Set “To” date
+) Customer Groups: choose customer groups here
+) Priority: define number to set priority here
+) Status: Choose active to enable rating

3-spending-rate

B. Action

In this part, you can choose various earning rating types as below

  • Give X points to customer: you can fix point given for product
  • Give X points for every spent Y: For example: for example, “10 points for every $5 spent”.
    Points (X) = 10 points
    Money Step (Y) = $5
  • Give X points as product final price: For instance, if you set points (X) = 30, it means that the customers get 30 points only when product price is equal or over $30
  • Give X% points of original price: Give % according to product price.

+) Points (X): Set number of given point here
+) Money Step (Y): define how much money customer spend to get that points
+) Spending Minimum : You can limit the minimum number of points spend for each product
+) Spending Maximum : You can limit the maximum number of points spend for each product
+) Stop Further Rules Processing: Set Yes to let this point rating run first

spending rate action

II. Product Spending Points

Please go to Admin Panel > Reward Points > Spending > Spending Earning Points

In this section, it is very easy to add Product and give them the number of points as you want. All you need is choose the product & insert point number you want to give.

spending-product-points

How To Manage Customer Transaction

A. Manage Customer Transaction

In order to track customer’s transaction, please go to Landofcoder > LOF reward point > Transactions > Manage Transactions.

manage-transaction

In this part, you can track customer’s transaction status such as complete, processing, cancel

manage-transaction3

B. Add Customer Transaction

Moreover, you can add new transaction for your customer by yourself.

manage-customer-transaction

How To Manage Customer’s Points

This section allows you to track customer’ points. Please go to admin panel > LOF Reward Points > Reward Customers

track-customer-points

Then, you need to choose desired customers you want to view and manage point information

reward-customer

In this section, you can

  • View customer’s point balance
  • View customer’s spent points
  • Add or subtract customer’s balance

manage-customer-points

Video Tutorials

Video Tutorials

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