Import and export tab

Export

Select the export option, you can choose to export (in CSV format):

  • User ID and related points
  • Email and related points

Export

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

Import

Select the import option, you can choose to import (in CSV format):

  • User ID and related points
  • User email and related point

Make sure when you import a file, the plugin needs to know what type of data is written in the first column (either email or user ID).

Import

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.  , / ; )

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

Examples:

Example import-export

Points by category

Besides the general/global settings for the awarding of points, you can set a conversion parameter by product category (or even by single product).

When set, the conversion parameter on the category wins over the global and the role-based settings. 
So, all products belonging to the same category will be subject to the same price-points conversion.

Go to the category edit page and enable the option Override global points rules for products of this category.

Points by category

Now select the behavior to override the global rules for the awarding of points for all products belonging to this category. You have three options:

  1. Not assign points;
  2. Set a fixed amount of points (0 for no points);
  3. Set a percentage amount of points based on global points rules. For example, enter 200% for double points or 50% for half points.
    These settings can be overridden on the product level.

Moreover, you can also override the validity time range for points of this category by choosing from two options: From now and until will be manually ended or Schedule a start and end date.

Schedule points overriding

And you can also override the maximum discount applicable to products in this category. Either enter a fixed value or a percent value or no discount limit. For example, enter 50% if you want that no more than a 50% discount can be applied to products in this category.

Ovverride max discount

All these settings can be overridden on the product level. See here to learn more about this.

Points settings by single product

The conversion value set on the product is the one with the greatest importance.

To associate the product with a specific number of points, go to the product detail page, enable the option Override points options, choose from a fixed or percentage amount of points (or exclude the product from point collection), then insert the value in the Points to apply field as shown in the image below.

Override points by product

Moreover, through the option Override will be valid, you can make points associated to that product be valid until you will disable the rule or only for the specified time range specified with a start and end date.

Schedule points overriding (product)

If we specify, so, 50 points for the product “Hiking shoes”, customers will earn 50 points instead of 3 (as specified in the global rule with a €10 = 1 point conversion).

Overridden points - Frontend

Variable products

Just like for simple products, the same options can be also configured for variable products in a different way for each variation.

Override points on variation

Override points on variation 2

If you want that no discount is applied to a specific product, just enter 0.

Multi-currency support

The plugin supports the following multi-currency plugins:

  • WooCommerce Multilingual (4.2.9 or higher)
  • WooCommerce Currency Switcher (v. 1.2.4 or higher)
  • Aelia Currency Switcher for WooCommerce 

and lets you configure a different number of points for each currency.

Whenever you create new rules for awarding and for redeeming points, you will see one field for each currency available in your shop, like this:

Multi currency

The same configuration is replicated for each role in your shop:

Multi currency 2

Widgets & Shortcodes

Widgets

YITH WooCommerce Points and Rewards offers three widgets: two for the back end, and one for the front end.
The first two are displayed in the Dashboard and show the list of the users that have respectively collected more points and earned the highest discounts using the points earned.

Dashboard widgets

The only widget you can add in the sidebar of your site is YITH WooCommerce Points And Rewards – Balance: with it, you can show the current points balance to your logged-in users.

Widget

 

Shortcodes

There are four available shortcodes:

  • [yith_ywpar_points]: shows remaining points to logged-in users;
    shortcode-balance
  • [yith_ywpar_points_list]: shows point history to logged-in users.
    shortcode-points-history
  • [yith_points_product_message]: shows points that will be earned.

Product points shortcode

  • [yith_checkout_thresholds_message]: shows the number of assigned points based on the checkout total threshold.

Checkout shortcode

Purchasing points

How can a customer ‘purchase’ points?

By default it is not possible for your customer to directly purchase points, however, there is a solution. Here we explain how you can set up a product so the customers can purchase the number of points they want.

Step 1. Points settings

Assign points automatically

First, we enable Assign points to user > Automatically – Points will be assigned automatically for each purchase in the points assignments settings. We also edit the labels and messages based on ‘purchasing’ points.

Step 2. Creating the product

Purchase points - product settings

Creating a simple product and setting the price to 1 Euro for 1 point. Since we will only use the option to ‘purchase’ points and not gain them on purchases of products, we will override the general settings and adapt the labels of the points.

Note – in our example we will have to set ‘Points earned’ to 0 for every other product, so people will only gain points on the product we are creating.

Step 3. Purchasing points

Purchase points - Frontend

As we can see on the product page, we get 1 point for 1 Euro. Wanting to purchase 600 points, we fill out the quantity of 600 and click on ‘add to cart’.

Step 4. Cart page

cart

We see our points product and a message with regard to the number of points we are going to purchase. 

Step 5. My Account page

After completing the purchase, we will see the point total in our My Account page > My Points. Furthermore, we see the order related to these points.

Purchase points - My account orders

Step 6. Point redemption settings

Purchase points - Redeem

In our example we keep it simple, we set a fixed price of 1 point is equal to 1 Euro.

Step 7. Purchase with points

spend pointsSo we can now start purchasing products using our points.