General information about the premium version

The premium version of YITH WooCommerce Points and Rewards allows your shop users to use points collected so far to get discounts on new orders placed. The discount amount is subject to the conversion rate configured in plugin settings panel.

Please note: it is essential that WooCommerce coupons management is enabled (WooCommerce > Settings > Enable Coupons).

Enable_coupons

We recommend following all the steps of this guide to configure the plugin based on your needs.

Customers’ points

This is the first tab you find when you go to YITH > Points and Rewards and here you can check your customers’ points at any time and edit their balance.

You’ll see a list of all customers who have collected points so far and their points balance. Next to each customer, you’ll find a button to reset points to zero and a button to see the details.

Customers'-points-tab

If you click on View History, you’ll be able to:

  1. Reset points
  2. Ban the user
  3. Update points
  4. See points history

Resetting points and banning users

In the first box you’ll see two buttons: Reset points will let you reset the customer’s balance to zero. Just click on it, if you want to do this.

If you click on Ban the user, the user will no longer be able to earn points, neither when he/she submits new orders, nor on specific occurrences (extra points). You will, however, be able to update their points manually.

Customer-history

To reset points to multiple users or ban more users at the same time, you can:

  • either use the Bulk Actions available in the list of users
    Bulk_actions_in_Customer_points_tab
  • or do that from the Bulk Actions tab. Please, refer to this page for more details.

Updating customers’ points manually

In the following box, in fact, you will be able to add or remove points from the customer’s balance.

Enter a positive number to add new points and negative numbers (with a minus sign before) to remove points.

Remove points

You can also add a description, so you can easily remember why those points have been added or removed. It will appear in the history below, together with all other actions on points.

Admin-update

The same description will be visible to the customer on the frontend, on My Account page (make sure the option Show points on “My Account” page is enabled).

Please, note: to update points of multiple users at the same time, you can:

  • either use the Bulk Actions available in the list of users
  • or do that from the Bulk Actions tab. Please, refer to this page for more details.

Points History

The history includes any action through which customers earn points. It can be:

  1. a purchase, and in that case you’ll see a reference to the Order No. on the same line
  2. extra points earned automatically. See the Extra points tab for more information about this.
  3. Admin actions: this appears whenever the admin adds or removes points manually from the customer’s balance.

General settings

In the next tab, you’ll find the general settings of the plugin.

First of all, here you can choose whether to enable the plugin or keep it disabled while you still are configuring all the settings.

General-settings

You can also choose if your Shop Managers can have access to the customers’ points update page (so, to the Customers’s Points tab). Enable this option if you want to allow them.

Points visibility

In the section below, you can set up how and where points appear.

Points-visibility

Hide points messages from guests: this option lets you hide any reference to points that can be earned (on product, shop, cart and checkout page) for guest users.

Show points on “My Account” page: this option lets you show a dedicated tab on “My Account” page, in which the user finds a list with all the points history.

Show points earned and spent: two options are here available. The first one lets you show the points earned/used with the current order in the order details page in My Account; the other one lets you show the same information in the Order Completed email.

point-in-order

points-in-email

Label: here you can enter the text to show in the tab in My Account

Label

Endpoint: here you can change the text of the endpoint of the tab with points in My Account

endpoint

Awarding of points and restrictions

In the tab Points settings you can configure in detail the rules that will let your customers earn points and the rewarding process.

General conversion rules

awarding of points

Enable automatic awarding of points: turn this on if you want that your users can earn points on every purchase automatically.

Assign points for every product purchased: here you can set a conversion rate based on the product price.
Considering the above image as an example, you can see that customers will be awarded 1 point every 10£ spent.
Please, note: conversion rate is applied on each product price and not on cart total, meaning that points are calculated from the price of each product first and then summed up.

The prices are rounded to the nearest integer number, and the total points are calculated on the total and subtotal in cart.

The example below will clarify this.

Points in cart

There are two products in cart:

  • YITH Hoody – Blue: $79.90
  • YITH T-Shirt: $19.90

As the conversion rate is 1 point every 10$, total points collected with this purchase is 10, which is the result of:

  • 8 points for YITH Hoody – Blue
  • 2 points for YITH T-Shirt

The prices are rounded to the nearest integer number, and the total points are calculated on the total and subtotal in cart.

The global conversion rate can be overridden by conversion rates set for user role, product category and single product (listed according to ascending priority relevance).

Restriction by user role

Do you want that only some of the users of your shop can earn points whenever they buy? If you want to, just make sure you enter the roles enabled in the following option User roles enabled to earn points.

Restriction by role

Conversion rules by user role

The plugin offers the possibility to configure specific rules based on the user role by overriding the general parameters.
To do that, you just have to enable the option Assign different amounts of points based on the user role, and you’ll be able to add rules for each role in your shop.

user role

Based on the settings in the above image, if you are a customer you will earn 1 point every 10$ spent, but if you are a shop manager, you will earn 1 point every 5$ spent, so double points!

Please, note: If more rules apply to the same user, only one will apply: this why you can set priority in the dropdown window and choose one of the following options:

  • Use the role with the highest conversion rate: this will choose the rule that will award more points to the user (general conversion rate included).
  • Use the role with the lowest conversion rate: this will choose the rule that will award less points to the user (general conversion rate included).
    highest_conversion_rate

Other restrictions

In the following options you can apply further restrictions to the awarding of points.

others-points-earning-settings

Choose when assigning points to customers: here you can decide on which status of the order the points have to be added to the customer balance. You can decide that the action is triggered on one of the following statuses: Order completed, Payment completed, Order processing.
Add them all if you want to give points in any case.

Exclude on-sale products from generating points: whenever a product is on-sale it will not generate points.

Remove points when coupons are used: enable this option if you want that points are reduced accordingly if the customer is already using a coupon code in the cart.
For example, if the customer is going to earn 100 points but applies a 30% coupon code, the total points awarded will be 70, as the 30% discount applies on the points as well.

Enable removal of points for total or partial refunds: whenever a refund is issued, the points awarded with the refunded order will be detracted from the customer’s balance.
So, if the total balance is 100 points and you refund an order that was worth 10 points, the customer’s balance will be updated to 90 points.

Redeeming points

How can customers redeem their points? They will automatically see a message that informs them about how many points they have and the corresponding discount they can have on the next purchase. The message will be visibile on Cart page and they can decide whether to use them or not.

But, let’s see first, how to set up the rewarding conversion rules first.

In the Points settings tab, scroll down to the second section, where you can see the following options.

redeeming_points

As you can see, the options are similar to the ones for points awarding, but they refer to the conversion of points into discount.

Enable points redemption: turn this on if you want that your users can use their points to get automatically notified of an available discount in Cart. Please, note: if you don’t enable this option, your users will not be able to redeem their points.

Reward conversion method: here you can choose what the conversion should be like:

  • Fixed price discount: this option lets you convert points into a fixed price discount. For example, every 10 points give 5$ discount.fixed_discount
  • Percentage discount: this options lets you convert points into a percent discount in cart. For example, every 50 points give a 30% off.
    percentage_discount

Reward conversion rate: Here you can enter the rule. This option updates dynamically based on the previous settings (fixed or percent discount).
Based on the selected method, the plugin will save different options, so whenever you want to switch you’ll be able to find your previous settings.

User roles enabled to redeem points: here you can choose which roles are enabled to redeem points. Leave All to allow everyone, or pick some roles if you want to restrict the redemption only to some of them.

Assign different amounts of points based on the user role: here you can set a different conversion rate based on the user role.
different_rewards_by_role
Considering the above image as an example, you customers get a 30% discount in cart if they use 50 points, but shop managers get a 40% off.

Please, note: If more rules apply to the same user, only one will apply: this why you can set priority in the dropdown window and choose one of the following options:

  • Use the rule with highest rewards: apply the rule that grants your users the highest reward (general reward settings included).
  • Use the rule with lowest rewards: apply the rule that grants your users the lowest reward (general reward settings included).

priority_reward

An example of points redemption

This is an example of how your users will be invited to use their points to get a discount.

apply_discount

Clicking on Apply Discount will let them choose whether to use the maximum number of points available or to use less points:

reduce_points

Changing from 89 to 50 points will only apply a $50 discount.

discount

Redeeming points – restrictions

In the following section you can find more options and restrictions for when users will redeem points.

Please, note: these settings change based on the Reward conversion method you’ve selected above (Fixed or Percent discount). Some options are only available for Fixed Price Discount.

Yet, the plugin settings for Fixed and Percent Discount are saved as two separate setting, so that whenever you switch from one method to the other, you can restore your previous settings, no need to configure everything from scratch every time you want to switch.

For example: you can set up a Maximum discount of $100 with fixed discount method, but a maximum discount of 30% with percent method.

Let’s see, then, all the available options here.

Redeeming_points_-_Restrictions

Maximum discount: here you can enter the maximum discount amount that your users can get when they redeem their points. Based on what you select as conversion method (fixed or percent discount), this value will either be a fixed maximum discount or a maximum percent applied to each product.

You can override this value either on category or on product level.

Minimum discount required to redeem (only available for Fixed Price Discount): here you can enter the minimum discount required to redeem points. For example, if your user has 10 points worth $1 discount, and the minimum discount here is $5, they will not be able to redeem those points yet, they’ll have to collect at least 50 points worth a $5 discount.

Maximum discount for single product (only available for Fixed Price Discount): here you can enter the maximum points-generated discount that can be applied per product.
Please, note: the points-generated discount is always divided by all the products in cart, so, for example, if your users use 1000 points worth $100 discount in a cart with 5 products, the discount per product would be $20. If you enter a maximum of $15 here, the discount applied would be a maximum of $15 per product, so $75 ($15 * 5 products).

Minimum amount to redeem: enter here the minimum cart amount required to redeem points. Ex. If you enter $10 here, users cannot use their points for orders below $10.

Allow free shipping to redeem: enable this option if you want that the points-generated discount lets users not only to redeem points, but also to take advantage of free shipping.
Please, note
: to make this feature work, you have to enable a free shipping method in WooCommerce > Settings > Shipping (learn more about this here).
Users will, then, be able to select free shipping on the Checkout page.

Free Shipping

Redeem points and WooCommerce coupons: pick what you want to do when your customers use their points and other WooCommerce coupon codes. You can choose among one of the following options:

  • Use both coupons: they can use both discounts.
  • Use only points-redemption coupon: they will only be able to get the discount generated by their points.
  • Use only WooCommerce coupons: they will be able to use only the standard coupon, and they can’t use their points to get extra discounts. coupons_and_points

Enable points removal for cancelled orders: enable this option if you want that points earned with orders that go to Cancelled can be removed from the customer’s balance.

Reassign redeemed points for total refunds: enable this option if you want to restore points used on refunded orders to the customer’s balance.

Delete the coupon once used: every time your users redeem their points with a discount in cart, a coupon will be automatically generated. Keeping this option enabled will avoid you to see these automatic coupons in your WooCommerce > Coupons page. They will be automatically moved to the Trash, which is where you can find them in case you need to check them.

Expiration and other settings

Points expiration settings

With the plugin you can set an expiry date to users’ points and encourage them to use the points before they expire.

Go to the Points Settings > Expiration Options to set up an automatic expiration for all the points. This value can be defined in days. According to the settings in the image below, points will expire one year after they’ve been earned. expiration settings

You can also notify your users about the approximating expiration date. To configure this email, go to the Emails tab and refer to this page.

Apply points to previous orders

In this last section of Points settings tab, you can generate points for orders that have been placed before activating the plugin. This action will update all your customers’ balances.

If you want to select a date after which points have to be generated, make sure you pick a date, otherwise, if you want to apply points to all the orders ever placed, just leave the date field empty.

Finally, click on the button Apply points and points will be generated.

other_settings

Reset points

reset-points-general

This button allows you to bring all your customers’ points to zero. Please, make sure you are 100% sure you want to do this, as this action is irreversible.

If you want to reset points only for selected users, please, refer to the Customers’ points tab and to this page.

Emails

Go to YITH > Points and Rewards > Emails tab to enable, configure and edit the two emails sent by this plugin.

Expiry notification

The first one you find is to inform your user about their expiring points. You can set how many days before the points expiration it has to be sent and customize the content.

Expiry_email

Use the following placeholders in the text to recover customer’s information dynamically:

  • {username}: username
  • {expiring_points}: amount of expiring points (as not all points might have the same expiry date)
  • {label_points}: the text that you have set up to replace the default one “Points”
  • {expiring_date}: point expiry date
  • {total_points}: current points balance

In order to edit other details of this email, go to WooCommerce > Settings > Emails and click on Expiring Points.

Expiry email settings

Here you can change the sender’s name and email address, subject (you can also use placeholders here), any additional recipient, email heading, description and type.

This is an example of how the email sent to customers will look like.

Email example

When points expire, this will be registered in the operation table, both for users and shop administrators.

Updated points notification

updated_points-email

On the same page, you can also edit the email that is automatically sent to customers whenever their points balance is updated.

You can choose whether to enable this notification or not and edit the content, where you can also use the following placeholders:

  • {username}: customer’s username
  • {latest_updates}: this prints a list with the latest updates to the points balance
  • {total_points}: this prints the current balance

Email_updated_points

Extra points

In the Extra Points  tab you can configure extra rules for awarding points on specific conditions:

  • whenever users leave more than a specified number of reviews;
    Extra-points-review
  • whenever users place more than a specified number of orders;
    Extra-points-orders
  • whenever users reach a specified spend threshold;
    Extra-points-amount
  • whenever users reach a specified number of points;
    Extra-points-points
  • whenever users register into the shop;
    Extra-points-registration
  • on customer’s birthday every year. When it is enabled, customers are asked to enter their date of birth on the registration form in My account > account details or on the Checkout page, if it is not available in the database yet.You can set your customers’ date of birth also from the backend, in the user details page.Extra-points-birthday

There is no limit for rules that you can specify. The button Repeat allows you to apply the rule cyclically.

Considering the settings above, users will collect:

  • 3 points on the first review and 2 points every for the following ones.
  • 7 points for every order.
  • 10 points for a total spend of $100 and another 50 points for a total spend of $300.
  • 100 extra points if they collect 1000 points.
  • 30 points on registration.
  • 20 points on their birthday, every year.

Bulk actions

In the Bulk actions tab, you will be able to apply the same action to multiple users at the same time.

You can:

  • Add or remove points to more customers at the same time.
  • Ban users: ban more customers at the same time, so that they cannot earn points.
  • Reset users’ points history to more customers at the same time.

Bulk_actions

In order to filter customers quickly, you can either specify users or specify user roles, so that the action will apply on every user with that role. You can choose among:

  • Everyone: the action applies to everyone
  • Include a list of roles: you can specify one or more roles to whom the action applies
  • Exclude a list of roles: select one or more roles here to whom the action does not apply. It will apply to all the other users.
  • Include a list of customers: you can specify one or more customers to whom the action applies
  • Exclude a list of customers: select one or more customers here to whom the action does not apply. It will apply to all the other users.

For example, if you want to add 100 points to all your shop managers, you can:

  • set the action to Add/Remove Points
  • select Include a list of roles and specify Shop Manager
  • enter 100 in the box below to assign 100 extra points to all of them
  • add a description that will be available both to them on My Account page and in their points history on the backend.

The same actions can be performed on every single customer from the Customers’ Points tab. Please, refer to this page for more details.