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Installing Reward Points
To install the extension follow the instructions below:
Set up cron
Updating from 1.0.0 to 1.1.0 version
Introducing Reward Points
Reward Points extension for Magento 2 introduces an in-store currency promoting additional purchases:
The extension promotes additional purchases at the store by adding Points - an in-store currency customers can use to pay for order, partially or in full. The Points are earned by either participating in the store activities like sharing store pages on the social networks, subscribing to newsletter, registering at the store, or by placing orders.
Store administrator can set point earn rates, for example every $100 spent grants customer 10 points; and spend rates, for example 1 point = $1. In addition, to create a sense of urgency, administrator can set points expiration time, for example, once earned points can be spent within 30 days. Considering all available options it is possible to create live and active sales campaign that encourages placing more orders to benefit from the discount available.
If required, some of the categories along with all the subcategories can be excluded from the Points and Rewards campaign. Products that belong to such categories cannot be purchased with points, however can earn customer set amount of points if purchased.
Before the Getting Around section it will be required to configure extension settings. It is a necessary step as right after the installation no earn or spend rates are set for points, meaning no in-store currency is available.
The extension settings can be found under Store > Configuration > Aheadworks extensions > Reward Points.
Calculation is the first and the most important configuration section. It allows setting up earn and spend rates - the main aspects of the extension functionality.
Here store administrator can set up several tiers of the point earn and spend rates to promote more sales and reward customers who spend the most with additional points per purchase.
Both Earn Rates and Spend Rates blocks act the same way: by clicking and buttons, one can add new tiers, each tier comes with the following settings:
Another setting available under the Earn and Spend Rate blocks is Reward points expire in, days - it allows specifying after how many days the points will expire on the customer's account.
The other settings under the Calculation section:
Points Awarded for
This configuration section defines the triggers events that add particular amount of points to the customer's account:
The first set of award options available is:
The second set of award options available is:
This section controls the extension's behavior on the frontend.
That is all for the Reward Points settings, now it is high time to see the extension in action.
This section controls the email notifications sent to customers upon point balance updates. Since 1.1.0 version the store owners can send point balance updates and point expiration email notifications.
Once installed and properly configured Reward Points extension allows customers to participate in the reward campaign by purchasing products and participating in such social activities as: reviewing products, sharing product pages on social networks, subscribing to the newsletter and registering at the store.
First of all Reward Points extension adds it's section to the customer's account.
Here customers can see current points balance, read about the points and rewards policies and look through the transaction history. If store administrator has set up a point award for registration, the first transaction should already be available to customers who created new account.
Moving forward to browsing the product catalog, customers can find a point information block right below the product name at the product pages:
Points information block displays available points balance and the discount customer can get if the points are applied at the checkout.
At the checkout, points can be applied to the order at the Review & Payments step:
By clicking button customers can apply available amount of points to the order. This action will be accordingly reflected on the order total and in the order invoice:
Every time customer spends points an appropriate transaction is added to the Reward Points section of the customer's account.
In addition to the extension settings Reward Points extension introduces its section to Marketing > Reward Points by Aheadworks.
Transactions section offers an overview of all the points ins and outs. Here store administrator with the help of filters available can look for transaction history for particular period of a particular customer.
In addition, Transactions section allows mass point balance updates:
To add new transaction click button.
New Transaction page offers a set of options for updating points balance of customers:
Customers section of the New Transaction page allows specifying store customers that will be eligible to receive a points balance update. The section offers the same navigation options in terms of filters and grid customization as the Transactions section.
Now click button to add points to the balances of the selected customers.
Customers section of the Reward Points extension offers an overview of the customers and their current points balance. The section has the same navigation options as the Transactions section and proves useful for keeping track of the points use of a particular customer(s).
Along with the points management options Reward Points extension allows excluding particular product categories from the points campaign. It means that customers will still earn points for purchasing products from such categories, however customers will not be able to PAY with points for such products at the checkout. This option has been introduced to let store owners decide what products they want to be discounted and what not.
To put a category in the exception list, navigate to this category settings.
In the category settings find Reward Points section and set Allow spending points for products in category to one of the following:
Once done with the category click button.
Point balance import/export
Version 1.4.0 of Reward Points extension introduced a possibility to export point balance into the .xml or .csv files.
The point balance can be exported at Customers grid Marketing > Reward Points by Aheadworks > Customers.
To export the points balance click button, you will be suggested with the file extension of the export table. Choose whatever suits best for your needs.
Opened in the Microsoft Excel, the .csv file with the points balance will look something like this:
The export table mirrors the Customers grid including all of the most important columns.
You may want to save the .csv file in case you are planning on importing point balance updates to the store. The .csv file with the import data should have the same look and appearance.
The point balance can be imported at Customers grid Marketing > Reward Points by Aheadworks > Customers.
All updates are imported via .csv files. The easiest way of composing the point balance .csv is to export existing balance first.
The importing functionality is useful if you are migrating to Aheadworks solution from any third party loyalty module or from a Magento 1 store and want the balances updated accrodingly on your Magento 2.
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