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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

Banners

From this subtab, you can configure the Banners, that allow you to inform your users about all the available actions they can take to get more points.

Go to YITH > Points & Rewards > Points options > Banners.

Banners

From this page you can quickly

  • enable/disable,
  • edit,
  • duplicate,
  • sort with drag&drop and
  • trash a banner.

You can also apply these actions to multiple banners at the same time using the Bulk actions on the top left.

To create a new banner, just click on + New banner and let’s see all the available options here.

Banner settings 1

Banner name: enter a name to identify this banner.

Banner type: choose the banner type. Based on the selected type, the available actions in the Action type option below will change.

Let’s check them one by one, as some of the options change.

1. SIMPLE banner

SIMPLE banner: this is a simple text that you can configure in the options below.

Simple banner - daily login
Simple banner with image and text

Banner title: enter the title to show in the banner.

Banner text: enter the text to show in this banner.

Banner image: upload a custom image to show in the banner title.

Banner colors: set here the background, title and text colors for your banner.

Add link: enable this and add a custom link to show in your banner. The entire banner will link to the page that you set and show a right-arrow icon on the right like in the following banner:

Simple banner with image and link
Simple banner with image and link

2. TARGET banner

TARGET banner: for this specific banner type, you can choose one of the actions below that are linked to the related extra points rule.

Target banner actions
  • Points of next level: this creates a banner that automatically checks the settings of the Users that achieve specific levels extra points settings (see here).
Target level with progress bar
Target level with progress bar
  • Extra points for points collected: this creates a banner that automatically checks the settings of the Points incentive on total collected points extra points settings (see here).
  • Extra points for amount spent: this creates a banner that automatically checks the settings of the Amount spent extra points settings (see here).

Banner title: enter the title to show in the banner.

Banner text: enter the text to show in this banner.

Banner image: upload a custom image to show in the banner title.

Banner colors: set here the background, title and text colors for your banner.

Add link: enable this and add a custom link to show in your banner. Only available for Simple and Target banners. The entire banner will link to the page that you set and show a right-arrow icon on the right like in the following banner:

Show progress slider: only available for Target banners.

Banner progress bar colors: set here the color of the bar and of the progress.

Target banners with progress slider
Target banners with progress slider

3. GET POINTS banner

GET POINTS banner: for this specific banner type, you can choose one of the actions below that are linked to the related extra points rule.

Get points banner actions
  • Refer a friend: this creates a banner that automatically checks the settings of the Referrals and Referral purchases extra points settings (see here).
  • Leave a review: this creates a banner that automatically checks the settings of the Review extra points settings (see here).

The number of products displayed is automatically calculated based on the settings in the Extra points for review settings. It will show only products that have not been reviewed yet.

Products to show: enter the maximum number of products to show in the banner. It will only show products available to be riviewed. This option is only available for Leave a review banner.

Banner title: enter the title to show in the banner.

Banner text: enter the text to show in this banner.

Banner image: upload a custom image to show in the banner title.

Banner colors: set here the background, title and text colors for your banner.