View Product Page

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.