Awarding of points and restrictions

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

General conversion rules

awarding of points

Enable automatic awarding of points: turn this on if you want that your users can earn points on every purchase automatically.

Assign points for every 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 on 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 cart.

The example below will clarify this.

Points in cart

There are two products in cart:

  • YITH Hoody – Blue: $79.90
  • YITH T-Shirt: $19.90

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

  • 8 points for YITH Hoody – Blue
  • 2 points for YITH T-Shirt

The prices are rounded to the nearest integer number, and the total points are calculated on the total and subtotal in cart.

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).

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 User roles enabled to earn points.

Restriction by role

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.

user role

Based on the settings in the above image, if you are a customer you will earn 1 point every 10$ spent, but if you are a shop manager, 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 dropdown window 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 less points to the user (general conversion rate included).
    highest_conversion_rate

Other restrictions

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

others-points-earning-settings

Choose when assigning points to customers: 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.

Exclude on-sale products from generating points: whenever a product is on-sale it will not generate points.

Remove points when coupons are used: enable this option if you want that points are reduced accordingly 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 on the points as well.

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.