The Points & Loyalty Program module enables you to reward high value, frequent customers by allowing them to accrue points for actions they take (for example, creating an account) and everything they purchase. They can then redeem these points for a discount on future orders.
There are three levels for assigning point values to products:
Note: When there are different point rewards for different levels, the highest point count is awarded to the customer.
Global settings exist to establish the relationship between points and dollars when redeemed. Point Redemption Values allow you to offer tiered redemption values to customers so that frequent shoppers can earn points more quickly.
The redemption values for points are as follows:
|Point Threshold||Value Per Point|
Customers cannot redeem points until they reach the lowest threshold of 300 points. A customer with 400 points would get $0.01 per point for a total cash value of $4. A customer with 700 points would receive a redemption value of $0.02 per point (cash value: $14). A customer who has accrued 1000 points receives the highest redemption value of $0.05 per point. The total dollar value of their points is $50.
The global rules for point accrual and redemption are set from Payment Settings > Points/Loyalty Program Configuration.
Base Accrual Mode:
Base Accrual Rate: The base rate applied to all products in the absence of product level or category level accrual rates.
Points Expire After: Enter the number of days until the points expire. Enter 0 if points never expire.
Redemption Tiers allow you to reward frequent customers with a higher rate of return on point redemption. The Point Threshold field indicates the lower boundary for each redemption value. The Dollar Amount indicates the redemption value. If 5 tiers are not enough, you can add more by clicking the More Entries link.
The global settings defined on the Payment Settings screen can be overridden at the product or category level.
To set the point accrual rate at the category level, go to Catalog > Categories > Edit Category: [Category Name] > Category. Scroll down to the bottom of the screen. The Minimum Points Per Product in This Category will override the global settings defined under Payment Settings.
To set the point accrual rate at the product level, go to Catalog > Products > Edit Product: [Product Name] > Product. Scroll down to the bottom of the screen. The Minimum Points will override the global settings defined under Payment Settings and the category level settings defined under Categories. You can also specify that the product accrue no points or that orders containing the product be barred from redeeming points via the checkboxes.
When the Points module is installed, a new discount module also gets installed which allows for “discounts” to be setup that are promotions for point redemption values. You can edit the Price Group settings from Marketing > Price Groups.
This promotion offers a configurable box for the multiplier:
Each product receives [ X ] times the current point value
Each product receives exactly [ X ] point(s)
Each product receives [ X ] additional point(s)
These discounts will leverage the standard price groups for product inclusion/exclusion and category inclusion/exclusion as well as price group exclusions (priority).
When a promotion is running, template level variables should be available to show the original point value and the promotional point value of products/categories so that page templates can do something like:
Point Promotions can be run at the product or category level.
Customer point transactions are stored in the customer's account. You can view a list of all transactions and the customer's current point balance on the Customer > Edit Customer: [Customer Name] > Points page.
Upon installation a new page will be added to your store, Customer Points History (CPHS). This is a customer facing page which allows a customer, once logged into their account, to see a list of their point transaction history:
In order for a customer to access this page, you will need to manually add a link to this page from their ACLN page. This may be different on each site but a generic link to this page looks like this:
We’ve provided layouts for the CPHS page template for both Shadows and Colossus. These page templates can be found here:https://github.com/mivaecommerce/Extensions/tree/master/points
When a customer is ready to checkout, they can pay by points from the checkout page. They have the option of paying for the entire order (if they have the necessary points) or making a partial payment by points.
Store owners have the ability to add or subtract points from a customer's account via the admin. From Customers > Edit Customer: [Customer Name] > Points click the Add Adjustment button [ + ]. A positive value increases the customer's point balance, a negative value decreases the customer's point balance.
For example, a customer makes a purchase using 820 points. They call to cancel the order. From Order Processing select the order in question and click on the "Refund" button.
The Refund dialog appears. You can refund any amount up to the order total.
Once you have submitted the refund, the Order screen adds the specified points back into the customer account.
Currently the points program applies to all customers. If you need customer level restrictions, you can do this by using the template level functions to remove the points from customers that you don't want to receive them.
Alternatively, you could hide the points payment method from customers you wish to exclude. They would still accrue points but would never be able to use them as a payment method as that payment method would not appear on the checkout screen.
Point data can be imported from or exported to a .CSV file. When you install the Points module, several custom fields are automatically added.
There are three point export options in Data Management:
From Data Management > Import/Export > Export Products To Flat File, select the custom fields Disable Point Accrual, Disable Point Redemption, and Minimum Points.
Click Export. The resultant .CSV file will contain the selected fields including the 3 points custom fields.
Note: DISABLE_POINT_ACCRUAL and DISABLE_POINT_REDEMPTION are Boolean fields. If point accrual or point redemption are disabled for a given product, the corresponding field will have a value of '1'.
From Data Management > Import/Export > Export Customers To Flat File, select the custom field Points.
Click Export. The resultant .CSV file will contain the total points each customer has accrued.
From Data Management > Import/Export > Export Categories To Flat File, select the custom field Minimum Points Per Product.
Click Export. The resultant .CSV file will contain the minimum points assigned to each category.
Point accrual rates can be imported via .CSV file.
Note: You cannot import customer points via .CSV. Customer points can be assigned via the Admin, accrued automatically through purchases, or imported via XML Provisioning (see XML Provisioning section below).
To import product point settings, the .CSV file must have the correct column headings. The easiest way to insure this is to first export products to a flat file (see the preceding section). You can then edit the .CSV export file and enter the values for DISABLE_POINT_ACCRUAL, DISABLE_POINT_REDEMPTION and MINIMUM_POINTS for each product.
Go to Data Management > Import/Export > Add/Update Products from CSV to import the new product settings. The updates to product points settings can be seen in Products > Edit Product: [Product Name] > Product.
Importing category points settings works exactly the same way as importing product points settings. Go to Data Management > Import/Export > Add/Update Categories from CSV to import the new category settings. The updates to category points settings can be seen in Categories > Edit Category: [Category Name] > Category.
Upon installation of the points module a new item will be created. This item will be an extension to the customer item. This means that any page that has the “customer” item assigned will automatically have access to the points data.
Note: If you have the Sebenza Points module installed, the points item will not be created correctly and you will need to manually create it. To do so, go to Home > User Interface > Items and click the Add Item button [ + ].
The other feature of the points item is that it makes available a series of template level functions. This allows you to display things such as:
The following functions are available to use with the JSON api once the module is installed in a store.