View Product Page

General information about the plugin

YITH WooCommerce Points and Rewards allows your shop users to collect points and use them as a discount on new orders. The discount amount can vary based on the products, categories, user role, levels that you can configure in the plugin settings panel.

Please note: for the plugin to work properly, it is essential that the WooCommerce coupons management option 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.

Migrating to v. 3.0

With version 3.0, the plugin has been redesigned and the code refactored and a totally new section about the gamification options has been added to this plugin.

Some of the older options have been reorganized and moved from the category and product pages into the main plugin options panel, so, when you update to version 3.0 of YITH Points and Rewards plugin, all your older rules and points will be imported into this new system.

This is what you will see on the update or if you activate version 3.0 on a site where a previous version had been installed.

For example, you will no longer be able to find the points overriding options in the category or product page, but everything can be configured from the plugin panel. Let’s see how. 🙂

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, their points balance and rank.

Customer's points

Bulk actions and filters

Just above the list you will be able to see three dropdowns for the following actions:

  1. You can apply Bulk actions to one or more customers in the this list:
Bulk actions

Available options are:

  • Remove points
  • Ban users
  • Unban users
  • Apply extra point rules
    Alternatively, you can apply these and more actions from the Bulk Actions tab. Please, refer to this page for more details.
  1. You can filter customers by name
  2. You can filter users and show whether to show everyone, only users who have collected points or only banned users.
Filter users

Moreover the list can be sorted by User, Points collected, Points to redeem, and Rank. So for example, you can choose to show first the ones with the highest number of points.

For every user in the list, on mouseover, the plugin will show three buttons: View history, Remove Points and Ban User. Yet, these and other actions can be also applied after clicking on View history from the customer’s detailed view. Let’s see what’s available in the View history details.

Action on user

View history

View user's history

Ban user

In the first box on the left, you will be able to see the customer’s name, email, levels achieved (if any) and the Ban user button that allows you to make exclude the user from the points programme, so he/she will no longer be able to earn or redeem points.

Update points

In the second box on the right, you will be able to see the customer’s total points available and update them by clicking on the + or - signs, or to remove all of them in one go by clicking on the trash icon.

Add 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 description

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

Points history description in My Account

You will also be able to remove all points in one go, by clicking on the Trash icon button.

Remove all points

Points History

In the points history you can find any action that has awarded or removed points to the customer (orders completed, extra points, admin actions, levels achieved).

In the table you will find the following info that will work also as filters to sort the table:

  • Date;
  • Amount of points and in brakets the total achieved with that action);
  • Order #: this is filled only when points are earned through a purchase;
  • Reason: this field will be populated automatically so you can quickly understand what kind of action generated the points;
  • Description: this is the text entered by the admin when points are edited from the backend.
Points history

Bulk actions

Go to YITH > Points and Rewards > Customers’ points > Bulk actions tab to apply the same action to multiple users at the same time.

You can:

Reset points

Reset points

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 user roles users (both specific customers or certain user roles) that you will define in the fields below.
  • Only specified user roles: that you will select in the field Choose which roles. You can also exclude some specific users.
  • 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

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 that you will select below.

Then click on Apply action.

Add points to users

Add points to users

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. You can also exclude some specific users.
  • 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 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. You can also exclude some specific users.
  • 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

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. You can also exclude some specific users.
  • 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.

Unban users

Unban users

To unban your users through a bulk action, select Unban users in Action then choose to which users you want to unban:

  • All users: this will allow unbanning 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. You can also exclude some specific users.
  • Only specified users: that you will select in the field Choose which users.

This action allows your users to be able to earn and redeem points once again.

Import and export

In the Customers’ points main window, you will be able to find also the Import/Export subtab. From this page, you can export or import your users’ points through a CSV file.

Import

Import options

Select the Import points from a CSV file. Then, choose the format of the CSV file:

  • User ID / Points
  • User email / Points

Choose which action you want to apply when importing the data:

  • Add points to the current balance
  • Override points

Choose the delimiter you want to use (e.g.  , / ; )

Finally, upload the CSV file you want to import then click on “Start import” to start the process.

Example

Example import-export

Export

Export options

Select the Export points into a CSV file and then the format of the CSV file:

  • User ID / Points
  • User email / Points

Choose the delimiter you want to use (e.g.  , / ;) then click on “Start export” to start the process.

Ranking

In the last tab, you will find the options related to the ranking and the related shortcodes ready to be copied and pasted.

Enable customer ranking: enable the ranking of customers by points. Keep it OFF if you don’t want to show the ranking.

Show ranking in My Account: enable to show the customers’ ranking in their “My Account” page.

Below the options, you will find two preconfigured shortcodes ready to be copied and pasted on any page of your site.

Simple customers list: this will print the list with the “simple” layout.

Boxed customers list: this will print the list with “boxed” layout.

If you want to further customize these shortcodes, you can do that and refer to this page for more details about the available attributes.

Points assignments

In the tab Points options, you will find multiple subtabs to confirgure all the options and rules related to how to generate points through orders, about extra points, levels and banners.

Let’s start with the first subtab, the Points assignments, where you can configure the global options. Let’s check all the available options here.

Points options 1 - shop managers, default points

Allow shop managers to manage this plugin: enable to let all your shop managers edit the plugin settings.

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 to: choose whether to assign points to all user or only specific user roles that you will be able to select below.

Points by user role - global settings

By selecting specific roles here, only the these users will be able to use the Points programme.

If you want to assign a different amount of points to specific roles, instead, leave this option enabled for All users, and set up a custom rule by user role in the Points rules.

Default points assigned: this is the main conversion rule that applies to the entire store. It is based on the product price.
Considering the above image as an example, you can see that for each 10 $ (USD), customers will be assigned 1 point.

Please, note: this conversion rate is applied to each product price and not to the cart total, meaning that the points are generated from each single product price first and then they are summed up.

The example below will help clarify this.

Example of points counting in cart

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

Beside this basic conversion, you will be able to set many more custom rules to assign different number of points based on specific products, categories, user roles, membership plan (if used with YITH Membership plugin). You can find out more in the Points options > Points rules subtab.

Let’s go on with more options in the Points assignments tab.

Points options 2 - taxes, on-sale products and match existing billing emails

Calculate points considering product price with:

  • Taxes included
  • Taxes excluded

Exclude on-sale products: by enabling this option, on sale products will not assign points to your users.

Assign points to a guest if his billing email is registered: enable to assign points to guests if the billing email matches a registered user.

Assign points to a new registered user if his billing email is registered: enable to assign points to newly registered users if they use the same billing email address of previous orders.

Assign points when the order has status: here you can decide on which status of the order the points have to be added to the customer’s balance. You can decide that the action is triggered on one or all of the following statuses: Order completed, Payment completed, Order processing.

Points options 3 - points with cancelled and refunded orders

Remove earned points if order is cancelled: enable if you want to remove earned points when an order is cancelled.

Reassign points when an order is refunded: enable if you want to reassign all the redeemed points to a customer when an order is refunded.

Remove earned points if order is refunded: whenever a refund is issued, the points awarded with the refunded order will be detracted from the customer’s balance. e.g. 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.
You will be able to see points assigned, removed or refunded in the order notes:

Notes in the order

Not assign points to the full order amount if a coupon is used: enable this option if you do not want the user to earn points on a full order amount if they use a coupon. Instead, they will only earn points on the amount minus the coupon discount. For example: order total €30 minus €10 coupon discount, so the user earns points on €20 order value only.

Do not assign points to 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 options - rounding and expiration

Points rounding: select how to round points, if the resulting points are decimal numbers. You will be able to choose how the rounding works, either up (to the higher integer number) or down (to the lower integer number. e.g. 1.5 points > for ‘Round up’ it will be 2, for ‘Round down’ it will be 1.

Points will expire after: you can set an expiration time 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 and enter a custom number of days or months.

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.

Points rules

In the Points rule subtab, you can configure many more additional rules for your points.

Let’s go to YITH > Points & Rewards > Points Options > Points rules.

Points rules subtab

Here you find all the rules that you’ve configured and you can quickly enable/disable them through the toggle button, and from the quick actions you can edit, duplicate, sort with drag&drop and trash each of these rules.

You can also bulk edit multiple rules at the same time through the Bulk actions button on top.

The default global conversion rate can be set from Points options > Points Assignments > Default points assignments, but from this Points rules subtab, you can add more specific rules for products, categories, user roles, membership plans (if used with YITH Membership) and more. Let’s get into it.

Click on + Add new rule to create your first rule. This is how it looks like:

Points rules settings

Rule name: give a name to this rule to make it easy for you to remember what it is about.

Priority: in case more than one rule applies to the same product, the rule with higher priority will apply. Priority 1 is the highest.

Important note about the priority. The priority order works only among rules of the same type. You can have three types of rules: product rules, category rules and global rules. Product rules are always highest priority, then category rules and finally global rules. Within each rule type, you can set a priority order, but you cannot change the basic order as product rules always win over category rules and category rules always win on global rules.

Only one rule applies, so, when multiple rules apply to the same product, if there are product rules set, the plugin will take the product rule with highest priority.
If only the category and global rules apply, the plugin will apply the category rule with highest priority.
If only the global rules apply, the plugin will apply the global rule with higher priority.

So, when creating the rules, we suggest you add a note in the name to the type of rule. Like this:

Renaming rules

Points type: choose whether to assign a fixed number of points or calculate points from the product price. Based on the selected option you can enter the number of points or the percentage.

Points type - fixed amount
  • Assign a fixed number of points: whenever the product is in the cart, the customer will earn a fixed number of points, no matter how points are calculated for other products.
  • Set a % amount of points based on global points rules: this will increase by a percentage the number of points that the product would generate. For example, if the “T-shirt” product is normally worth 2 points, but you want it to give triple points, you can select this option and set a 300% rate:
    Points type - percentage points
  • Set a fixed amount of points based on product prices: you can set a specific conversion points in this option. e.g. for each $10 give 10 points.
    Points type - custom amount by product
  • Don’t assign points: with this rule you can make sure that the product will not generate any points even if there is another category or global rule that applies to it, as the product rule will always have highest priority.

Rule will be valid: you can choose whether to schedule this rule for a limited time, or start it now and end it manually.

Schedule rule

Apply rule to: here you can choose to apply this rule to:

  • all products
  • specific products
  • on sale products
  • specific categories
  • specific tags
Rule by products, on sale, categories, tags

You can also refine the selection and exclude specific products.

Products by category and exclusion

Apply rule to: here you can choose to apply the rule to

Rule by role or level

Extra points

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

  1. User registration
  2. First daily login
  3. Completed profile
  4. Referrals
  5. Referral purchase
  6. User that collected the most points
  7. Users that achieve specific levels
  8. Points incentive on total collected points
  9. Users’ birthday
  10. Reviews
  11. Orders
  12. Cart total
  13. Amount spent
Extra points tab

Let’s dive into each of them.

User registration

Extra points on registration

This is a one-time action that allows you to give a certain number of points to every user who registers in your shop.

Daily login

Extra points - daily login

This is a daily reward for your users that are assigned points whenever they log in. If they log in multiple times in the same day, they will only get the extra points once.

To inform your users about this points-generating action, you can use a simple banner on My Account page (see here).

Completed profile

Extra points on completed profile

If you want to incentivize your users to complete all their profile fields on My Account page, make sure you enable this option and inform them about this extra points reward.

To inform your users about this points-generating action, you can use a Get-points banner on My Account page (see here).

Extra points on referrals

You can reward your user with a specific number of points for every new user registered through their referral link.

Optionally, you can choose whether to revoke the referred points if the accounts are deleted. This is usefult to prevent users from creating fake accounts.

To enable the referral option on My Account page, create a Get points banner as explained here.

Banner refer a friend

Referral purchase

You can reward your user with a specific number of points for every purchase made by users that have been referred through their referral link.

Optionally, you can delete the referred points on these purchases if the accounts are deleted.

To enable the referral option on My Account page, create a Get points banner as explained here.

Users that collected the most points

Extra points for most points

Here you can set up a fixed number of points for users who collect the most points in the week or month. You can choose whether to calculate points on the 1st or last day of the week (always Monday) or month.

To inform your users about this points-generating action, you can use a simple banner on My Account page (see here).

Users that achieve specific levels

Extra points for levels

Whenever your users reach a specific level, you can assign a specific number of points. You can create multiple rules for as many levels you have.

To read more about how to configure levels, please, refer to this page and to inform your users about this points-generating action, you can use a target banner on My Account page (see here).

Points incentive on total collected points

Extra points on total collected points

With this option you can reward your users with extra points whenever they reach a specific amount of points collected. You can create multiple rules. Additionally, the last rule can also be “Repeated”.

Example: in the screenshot above, your user will earn 50 points whenever they reach a total balance of 5000 points. Then, when they get to 10,000 points, they can get 150 extra points (for a total of 200 points). As the last rule is set to “Repeat”, if they get to 20,000 points, they will earn another 150 points and so on.

To inform your users about this points-generating action, you can use a target banner on My Account page (see here).

Users’ birthday

With this option, you can give a treat to your customers on their birthday.

To make sure this is possible, they have to enter their birthday and you can choose on which pages the birthday field has to appear: My Account page, Registration form, Checkout page, and decide the format it will use.

You can also set your customers’ date of birth from the backend, in the user details page.

To inform your users about this points-generating action, you can use a simple banner on My Account page (see here).

Reviews

Extra points for reviews

With this option you can reward your users with extra points whenever they leave one or more reviews for the products they have purchased. You can create multiple rules. Additionally, the last rule can also be “Repeated”.

Example: in the screenshot above, customers will get 5 points for the first review, 10 points when they reach 5 reviews. As the “Repeat” option is enabled, when they reach 10 reviews, they will get 20 points and so on.

To inform your users about this points-generating action, you can use a get-points banner on My Account page (see here).

Orders

Extra points per order

With this option you can reward additional points for every order or for a specific number of orders. You can add multiple rules and enable the “Repeat” option for the last.

The counting of orders starts when you activate this rule for the first time. It does not take previous orders into account.

Example: in the screenshot above, you can reward users for their first order only. If you set the “Repeat” option, you can reward users for every order they place.

To inform your users about this points-generating action, you can use a simple banner on My Account page (see here).

Cart total

Extra points for cart total

You can assign points based on the Cart total. You can set up multiple rules and make sure that either all of them apply (and so the points are summed up) or just the one with the highest number of points.

To make sure that your users are aware of this option and that it works as real incentive to spend more, you can enable the Show threshold message in cart and checkout option and customize the message that will show on the Cart and Checkout pages. It will look like this:

Extra points for cart total frontend

Amount spent

Extra points for amount spent

This option allows you to assign points based on the total amount spent so far in your shop, so the total spend ever (since installing the plugin).

Also in this case, you can add multiple rules and enable the “Repeat” option on the last one.

Example: in the screenshot above, your users will get 100 points when they collect a total of 20,000 points (regardless of how many points have been used and redeemed so far), another 100 when they reach 40,000 and so on.

To inform your users about this points-generating action, you can use a get-points banner on My Account page (see here).

How to notify the customer?

Besides the banners that you can show on My Account page, you can also enable the Update points email notification, so every time the points are updated, your users will be notified per email. You can read more about this notification here.

Levels & Badges

From this subtab you can create the levels and associate badges to fine tune your powerful gamification strategy.

Go to YITH > Points & Rewards > Points options > Levels & Badges.

Levels & Badges

Then, click on the + Add new level button to create your first or a new level.

New level

Level name: type in the level name here. This will be visible both in the backend and on the frontend to your customers.

Points to collect: set how many points the user has to collect to achieve this level. Leave the “to” field empty if this is the last achievable.

Add a badge image: enable if you want to upload a badge image to identity this level.

Upload badge: Upload the image here.

Level text color: set the color for the level label text (shown in shortcodes and widgets).

This is an example of how your level looks like on My account page.

Levels in my account