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magento_2:reward_points

For more details see the Reward Points extension page.

Guide for Reward Points for Magento 2

Thank customers for shopping at your store and performing advantageous actions by giving them reward points. Encourage users' activity to let them feel that making purchases is beneficial.

  • Reward users for purchases, registration, etc.
  • Manually add or deduct points
  • Pay for orders with points fully or partially
  • Set points exchange rate
  • All actions are already configured

General settings

To configure general settings, please, go to Stores – Configuration – Amasty Extensions – Reward Points

Set Enable Reward Points to 'Yes'

Points Earning and Spending Calculation

Point Spending Rate - set the number of points equal to 1 unit of store's currency. In our case, we set 1 point to be $1.

Points Rounding Rule - specify the rounding, that will be applied when the rewards value exceeds cart subtotal.

Birthday Offset - Set the number of days when a Birthday bonus is available. Specify:

  • a negative number - the bonus will be available before the Birthday. For example, if the birthday is on May 5, and you set -3, a customer will get a bonus on May 2.
  • 0 - you will give the bonus right on the birthday.
  • a positive number - bonus will be available after the Birthday has passed. For example, if the birthday is on May 5, and you set 3, a customer will get a bonus on May 8.

Points earning calculation - Choose the way Reward Points will be calculated: set the option to Before Tax if the base for their calculation should be the order amount without taxes. When set to After Taxes, the order amount, including taxes, will be the base for the points' calculation.

Order Limitations

Minimum Points Requirement - Specify the required min number of points a customer should acquire on the account to start paying with rewards. Here we allow using rewards if a customer collected at least 100 points.

Disable Reward Points for orders that were paid with Reward Points - if a customer pays for the order with points you can set not to reward him for this purchase.

Apply Redemption Limit - Specify the percent of cart subtotal which can be paid by redeeming points, so that it will be impossible to pay for the order with reward points only

If you select Yes (percent of checkout sum) or Yes (amount in reward points), a text field Redemption limit per order for inputting redemption limit itself is rendered.

If Yes (amount in reward points) is selected, the value of the field Redemption limit per order should be a positive floating point number.

If Yes (percent of checkout sum) is selected, the value of the field Redemption limit per order should be a positive integer number and should not exceed 100.

A customer attempting to redeem too many reward points per order will be warned on the frontend (Checkout page, Cart page) by displaying the message.

Redemption Limit per Order – Set the maximum number of reward points that a customer can spend for one order. Only positive floating numbers allowed.

Expiration Settings and Other Settings

Points Expiration Behavior - Specify the reward points expiration behavior. You can either set reward points expiration period to encourage customers to spend points faster or make points not expiring.

Customers will see important information concerning the expiration of their reward points under the Reward Points and Reward Points History tabs of their Account pages.

Admin Action Text - Specify a comment, which will be displayed when an admin user adds or deducts points manually.

Highlight Point on Storefront

Show in Cart - Show rewards that customers can get for completing an order in the shopping cart. Reward Points will be promoted in the cart only if at least one reward rule of the type “for every $X spent” or “order completed” is active and properly configured.

Show on Checkout Page - Show rewards that customers can get for completing an order at the checkout page. Reward Points will be promoted on the checkout page only if at least one reward rule of the type “for every $X spent” or “order completed” is active and properly configured.

Show on Product Pages - Show rewards that customers can get for buying certain products on product pages. Reward Points will be promoted on product pages only if at least one reward rule of the type “for every $X spent” is active and properly configured.

Show on Categories Pages - Show rewards that customers can get for buying certain products on category pages. Reward Points will be promoted on categories pages only if at least one reward rule of the type “for every $X spent” is active and properly configured.

Show Highlight for Guests – Set the option to 'Yes' to give bonuses for registration with reward points. The rule with the action 'Get X Points for Registration' must be active.

Color Text - Choose the color for the advertising text.

Customer Account

Show Reward Points Description In Customer Account – set the option to 'Yes' to create an additional tab with your Reward Program description.

Reward Program Description – create your Reward Program description via WYSIWYG editor.

Show Actual Reward Points Balance on Storefront – set the option to 'Yes' to show logged-in customers their actual balance of reward points. The balance label will always be displayed in the top menu before customer account.

Customer Account Balance Label – set the balance label name.

The Email Notification tab:

Email Sender - Choose the email sender in the dropdown.

Send Email When Customer Earns Reward Points - Enable if you want to notify customers when they earn reward points.

Reward Points Earned Template - Choose the email template you want to use to inform customers upon the points they earned.

Send Email When Customer's Reward Points Are About to Expire - Enable the option if you want to warn customers when their points are about to expire.

Reward Points Expiring Template - Choose the email template that will be used to warn customers about the expiration of their reward points.

Email Will Be Sent When Reward Points Expire In, Number of Days - Specify the number of days in which the email warning about the customer's reward points expiration will be sent.


Admin control of reward points

Go to Customers → All customers → choose the customer's account you need → click 'Reward Points section'

Add\Deduct Points - Control rewards change history in customers info section. add or deduct points manually.

Add or deduct points manually. Specify the points amount and a reason you apply them in the comment. To deduct points use the symbol '-', e.g. -100. Also, specify the expiration period of these points.

On the Reward Points History tab, you can track the activity of each particular customer:


Reward rules creation

Go to Marketing – Amasty Rewards to set up the rules.

See all the rules you've created on the Rewards grid.

Actions - apply mass actions to the rules.

Add rule - create as many rules as you need.

Name - Indicate a clear rule name.

Specify the websites and customer groups for which the rule will be applied.

Select 1 of 7 available actions. Specify the points amount that will be added to a customer's account after the action is completed. Also, specify the points expiration behaviour for each rule individually.

Get X Points for Completing Order - with this action a customer will get reward points after he or she completes the order. For example, you want to reward customers with 10 points if they spent more than $50. You select the action 'Order complete', set '10' in the 'Amount' field and in the conditions tab you specify the settings like this:

Get X Points for Newsletter subscription - with this action a customer will get reward points if he or she has subscribed to your newsletter.

Get X Points as a Birthday Gift - with this action a customer will get reward points if he or she has a birthday. Go to the General Settings to configure the day when birthday points will be added.

Get X Points for Registration - with this action a customer will get reward points if he or she has registered in your store.

‘Get X Points for each $Y spent’ action requires indicating how many points you’d like to give for each spent amount in an order. In our example, a customer gets 10 points for each $50 spent.

Fill in the field Promo Items if you want to reward customers with points when they buy particular products only. For example, specify the SKUs of bags in the field. The way the rule will work is: when a customer spends $50 for bags, he will be granted with 10 points.

Choose conditions to limit the rule. Use cart and products attributes, products subselection or create complex combined conditions.

Get X points after Y days of inactivity - Give reward points to customers inactive for a long time: those, who didn't enter their accounts and didn't make purchases for a long time. The action is aimed at motivating customers to return to your store and buy from you again.

To configure the rule based on this action, additionally, specify the number of days a customer should be inactive to get reward points (the Days Since Last Login (Y) option) and choose either this reward should be recurring or not.

Get X Points for Approved Product Review - Grant reward points to customers for leaving products reviews to stimulate better customers engagement with your store website.

In the Comments for Action in a Customer Account section, specify the default and specific store view comments, which are shown in customers' accounts.

If you have multilingual websites views, you can also set comments in different languages.

Refunding with Reward Points

To refund with Reward Points open the order you would like to refund and go to Credit Memo tab. At the bottom of the page find Refund Totals block.

There you can set the number of reward points to refund with the order.


Reward points reports

To see reports with the statistics on the reward points, please, go to Reports – Amasty Rewards.

The extension allows collecting statistical data on customers' activity connected with reward points and provides you with the next valuable insights:

  • The total amount of points awarded to customers associated with the specific customer group(s) within the specified period for the selected store view(s);
  • The total amount of points redeemed by customers associated with the specific customer group(s) within the specified period for the selected store view(s);
  • The average reward points per customer (filtered by period, customer group and store view);
  • The average redeemed points per order (filtered by period, customer group and store view);
  • The total amount of expired reward points (based on the selected period, customer group and store view).

Click the Refresh button to refresh the displaying data when you change filters values.


Rewards points tabs in customer accounts

See how the Reward Points and Reward Points History tabs display in a customer account. Here, you can see all types of reward actions and balance control options.

Applied rewards are displayed as a discount in the order summary.

Customers can spend a part of their points or all of them per order. They can also see the exchange rate before applying the rewards.


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magento_2/reward_points.txt · Last modified: 2019/07/22 15:13 by skudrov