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.

Customers' points

On mouseover, the plugin will show for each user two actions you can directly apply without accessing their details such as Reset Points and Ban User. Yet, these and other actions can be also applied after clicking on View history. Let’s analyze them:

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

Customer's points - Actions

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

  • either use the Bulk Actions available in the list of users

Bulk actions 1

  • 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 value after selecting Add or Remove.

Update user's 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.

Points history

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 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 earned 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.

Settings and how to show points

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

General options

Here, you can choose whether your Shop Managers can access and manage the plugin settings. Enable this option if you want to allow them.

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

Points visibility

Shop and product pages

In the section Points in shop pages, you can set up how to show points on shop pages and configure the messages related to points.

Points on shop pages

Points on shop pages 2

If you want to show the message related to points on your shop pages, you must enable the option Show points message in shop pages (loop).

Points in loop

In Loop message, you can set the text to show about the number of points that can be earned for each product. The available placeholders are:

  • {points} number of points earned;
  • {points_label} of points;
  • {price_discount_fixed_conversion} the value corresponding to points.

To show the message related to points on your product pages, you must enable the option Show points message in product page. The message on the product page can be used to show the number of points assigned by every single product. You can use the following placeholders:

  • {points} number of points earned;
  • {points_label} of points;
  • {price_discount_fixed_conversion} the value corresponding to points

Choose the position where this message will appear among:

  • Before “Add to Cart” Button (as in the image below)
  • After “Add to Cart” Button
  • Before excerpt
  • After excerpt
  • After product meta

Points message on product page

Finally, through the option Background Color, you can choose the color for the background.

My account page

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

Points history

The available options are:

Points on My account - Settings

  • Label for points section: here you can enter the name of the section in My account page.

My points section

  • Endpoint for points section: this defines the endpoint of the Points section in My account page.
  • Show Points Value: enable this option to make sure that the money worth of points is shown on the product page. This will encourage your users to buy as they can see the discount that they can accumulate on a future purchase.

  • 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.

 

points-in-email

Cart and Checkout pages

On “Cart” and “Checkout” page, you can show the number of points users can get after the order will be completed by enabling the options Show points in Cart page and Show points in Checkout page.

Points in cart and checkout

The total value is calculated considering the sum of the points for each product. To recall the value, and add it to the body of the message, use the {points} placeholder.

Points message on cart page

Points message on checkout page

Awarding of points and restrictions

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

General conversion rules

Point assignments

  • Assign points to users: choose whether to assign points to your users automatically or manually. By selecting Manually, you will assign points from the tab Customers points.
  • Assign points for each 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 to 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 the cart.

The example below will clarify this.

There are two products in the cart:

  1. Dark navy t-shirt: €19.90
  2. Shopping bag: €79.90

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

  1. 2 points for Dark navy t-shirt
  2. 8 points for Shopping bag
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).
  • Exclude on-sale products: by enabling this option, on sale products will not assign points to your users.
  • Assign points to: this option allows assigning points to all users or only to specified user roles.

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 after selecting Assign points to > Only specified user roles.

Assign points to user roles

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.

Different amount based on user role

Based on the settings in the above image, if you are an administrator you will earn 1 point every 10€ spent, but if you are an editor, 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 section just below 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 fewer points to the user (general conversion rate included).

Other restrictions

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

Awarding restrictions 1

Awarding restrictions 2

  • Assign points to a guest if his billing e-mail is registered: enable this option to make sure that if a guest user proceeds to the checkout without logging in but uses an email address that matches an existing user, then, points will be however assigned to this user.
  • Assign points to a new registered user if his billing e-mail is registered: enable this option to assign points to newly registered users if they use the same billing email address for previous orders.
  • Assign points when: 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.
  • Delete points of cancelled orders: by activating this option, earned points will be removed when an order is cancelled.
  • Reassign points when an order is refunded: this allows reassigning the redeemed points to a customer when an order is refunded.
  • 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.

  • Not assign points in order in which the user is using a coupon: enable this option if you don’t want to assign points 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 to the points as well.
  • Not assign points in orders in which the user is redeeming points: enable this option to make sure that whenever customers are checking out and redeeming points, they will not get any new points for the current order.
  • Points rounding: select how to round points. For example, 1.5 points > for ‘Round up’ it will be 2, for ‘Round down’ it will be 1.
  • Enable points expiration: you can set an expiry date to users’ points and encourage them to use the points before they expire. After enabling the option, you can enter the value in days or months in the entry Points will expire after.

Example:

Today you earn 100 points that expire after 30 days (X date) and two weeks later you earn 200 points that also expire after 30 days (Y date).
You spend 180 points before X date, and the 120 remaining points expire on Y date.

 

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 visible on the 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 options tab, select the section Redeem points where you can see the following options.

Points redeeming settings

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

  • Allow the users to redeem points: 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 from:
  1. Fixed price discount: this option lets you convert points into a fixed price discount. For example, every 100 points give €1 discount.

Fixed price discount

2. Percentage discount: this option lets you convert points into a percent discount in the 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.
  • Users that can 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.
  • Use different redeem conversion rules based on the user roles: by enabling this option, you will be able to set a different conversion rate based on the user role.

Redeem points by user roles
Considering the above image as an example, your customers get a €30 discount in the cart if they use 50 points, but shop managers get €40 off.

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

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

Multiple rules option

 

An example of the points redemption

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

Redeeming points - Cart page

Clicking on Apply Discount will let customers use the maximum number of points available or fewer points if they enter the value in the related field like in the sample below :

Redeem fewer points - Cart page

Changing from 385 to 200 points will only apply a €2 discount.

Redeem points

Other settings

Redeem settings

  • Delete used coupons: every time your users redeem their points with a discount in the 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.
  • Automatically redeem points on Cart/Checkout Page: enable this option to make sure that points are automatically used to offer a discount if the redemption conditions apply.
  • Redeem box style: you can choose the style to apply to the box that allows redeeming points from default and custom. By selecting Custom, you can enter the message to show on Cart and Checkout page by taking advantage of the available placeholders.

Custom style

  • Offer free shipping when user 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.
  • Coupons allowed: pick what you want to do when your customers use their points and other WooCommerce coupon codes. You can choose one of the following options:
  1. 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.
  2. Use only points-redemption coupon: they will only be able to get the discount generated by their points.
  3. Use both coupons: they can use both discounts.

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 settings, 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 a fixed discount method, but a maximum discount of 30% with the percent method.

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

Redeeming restrictions

 

First of all, to set up your redeeming restrictions, you must enable the option Apply redeeming restrictions.

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

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

  • Minimum cart amount to redeem points: enter here the minimum cart amount required to redeem points. E.g. if you enter €10 here, users cannot use their points for orders below €10.
  • 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 the cart, so, for example, if your users use 1000 points worth a €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).

 

Extra points

In the Extra Points tab you can configure extra rules to award points on specific conditions:

  • Number of reviews posted
  • Number of orders placed
  • Total amount spend
  • Checkout thresholds
  • Points collected so far
  • First registration
  • Birthday

There is no limit to rules that you can specify. The button Repeat allows you to apply the rule cyclically. If you select ‘repeat’ for every rule you set, only the first rule will count, the following rules will be ignored.

  • Whenever users leave more than a specified number of reviews;

Extra points for reviews

With the first review, the client will obtain 5 points, with the second (and following reviews) the client will obtain 10 points because the ‘repeat’ option is checked. If you turn this off, the client will no longer receive points for reviews.

  • whenever users place more than a specified number of orders;

Extra points for orders

Because ‘repeat’ is selected, the client will receive 10 points for every order.

  • whenever users reach a specified spend threshold;

Extra points for amount spent

The client will receive 50 points for a total spend of €100. This is with regard to the total spend ever (since installing the plugin).

  • based on the Cart total;

Extra points for cart total

You can assign points based on the Cart total (for example, assigning 10 points for a total cart of €1000) and/or apply all the rules (if all the conditions match) or only one (the highest Cart amount) by disabling or enabling the related option.  By enabling the option Show threshold message in cart and checkout messages about the set threshold will show on Cart and Checkout pages


  • whenever users reach a specified number of points;

Extra points for points collected

For every 50 points the customer has, he will receive 5 extra points.


  • whenever users register into the shop;

Extra points for user registration

Only a one-time option, after registering to the shop.


  • on the customer’s birthday every year.
    You can also select where to show the Date of birth input field by choosing one or all the available options: My Account page, Registration form, Checkout page.
    You can set your customers’ date of birth also from the backend, in the user details page.

Extra points on user's birthday

This means the client will receive X point on his birthday, every year.

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.

Expiration email

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

  • {username}: customer’s username
  • {first_name} = customer’s first name
  • {last_name} = customer’s last name
  • {expiring_points}: number 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
  • {shop_url}: URL of the shop
  • {discount}: value of the discount
  • {website_name}: website name

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.

Expiring points email

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

Updated points notification

Updated points email settings

On the same page, you can also edit the email that is automatically sent to customers and make sure it’s sent:

  • either once a day if points have been updated
  • or as soon as 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
  • {first_name} = customer’s first name
  • {last_name} = customer’s last name
  • {latest_updates}: this prints a list with the latest updates to the points balance
  • {total_points}: this prints the current balance
  • {shop_url}: shop URL
  • {website_name}: website name

Updated points email

 

Bulk actions

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

Bulk actions

You can:

  • Reset points
  • Add points to previous orders
  • Add points to users
  • Remove points to users
  • Ban users

Reset points

Reset points (Bulk actions)

To reset points to your users through a bulk action, select Reset points in Action then choose to which users you want to apply the reset from:

  • All users: this will allow resetting the points to all the users with the possibility to Exclude users (both specific customers or certain user roles) that you will define in the related fields.
  • Only specified user roles: that you will select in the field Choose which roles.
  • Only specified users: that you will select in the field Choose which users.

Please note: this will set all your customers’ points to zero. Please, make sure you want to apply this action as it is irreversible.

Then click on Apply action.

Add points to previous orders

Add points to previous orders (Bulk actions)

You can generate points for orders that have been placed before activating the plugin. You can apply this action to all previous orders or only to orders that have been placed from a specific date by picking a date from the field Add points to orders placed from.

Then click on Apply action.

Add points to users

Add points to users (Bulk actions)

To add points to your users through a bulk action, select Add points to users then choose to which users you want to apply this action from:

  • All users: this will allow adding the points to all the users with the possibility to Exclude users (both specific customers or certain user roles) that you will define in the related fields > Choose which users to exclude and Choose which roles to exclude.
  • Only specified user roles: that you will select in the field Choose which roles.
  • Only specified users: that you will select in the field Choose which users.

Now enter the number of points you want to add in the entry Points and insert a text in Description (optional) to inform your customers about the reason for applying this action.

Then click on Apply action.

Remove points to users

Remove points to users (Bulk actions)

To remove points to your users through a bulk action, select Remove points to users then choose to which users you want to apply this action from:

  • All users: this will allow removing the points to all the users with the possibility to Exclude users (both specific customers or certain user roles) that you will define in the related fields > Choose which users to exclude and Choose which roles to exclude.
  • Only specified user roles: that you will select in the field Choose which roles.
  • Only specified users: that you will select in the field Choose which users.

Now enter the number of points you want to remove in the entry Points and insert a text in Description (optional) to inform your customers about the reason for applying this action.

Then click on Apply action.

Ban Users

Ban users (Bulk actions)

To ban your users through a bulk action, select Ban users in Action then choose to which users you want to apply the ban from:

  • All users: this will allow banning all the customers with the possibility to Exclude users (both specific customers or certain user roles) that you will define in the related fields.
  • Only specified user roles: that you will select in the field Choose which roles.
  • Only specified users: that you will select in the field Choose which users.

With this action, the users will no longer be able to earn points, neither when they place new orders, nor on specific occurrences (extra points). You will, however, be able to update their points manually.

Labels

In the Labels tab, you can edit some of the main texts of the plugin and customize them as you prefer. Following you can see all the available labels.

  • Singular label replacing ‘Point’
  • Plural label replacing ‘Points’
  • Order Completed
  • Order Processing
  • Order Cancelled
  • Admin Action
  • Reviews
  • Registration
  • Target – Total Points
  • Target – Total Amount
  • Target – Total Orders
  • Target Checkout Total Threshold
  • Birthday
  • Expired Points
  • Order Refund
  • Order Refund Deleted
  • Redeemed Points
  • Apply Discount Button

Label settings