Awarding of points and restrictions

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

General conversion rules

Point assignments

  • 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 for each 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 to 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 the cart.

The example below will clarify this.

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
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).
  • Exclude on-sale products: by enabling this option, on sale products will not assign points to your users.
  • Assign points to: this option allows assigning points to all users or only to specified user roles.

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 after selecting Assign points to > Only specified user roles.

Assign points to user roles

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.

Different amount based on user role

Based on the settings in the above image, if you are an administrator you will earn 1 point every 10€ spent, but if you are an editor, 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 section just below 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 fewer points to the user (general conversion rate included).

Other restrictions

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

Awarding restrictions 1

Awarding restrictions 2

  • Assign points to a guest if his billing e-mail is registered: enable this option to make sure that if a guest user proceeds to the checkout without logging in but uses an email address that matches an existing user, then, points will be however assigned to this user.
  • Assign points to a new registered user if his billing e-mail is registered: enable this option to assign points to newly registered users if they use the same billing email address for previous orders.
  • Assign points when: 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.
  • Delete points of cancelled orders: by activating this option, earned points will be removed when an order is cancelled.
  • Reassign points when an order is refunded: this allows reassigning the redeemed points to a customer when an order is refunded.
  • 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.

  • Not assign points in order in which the user is using a coupon: enable this option if you don’t want to assign points 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 to the points as well.
  • Not assign points in 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 rounding: select how to round points. For example, 1.5 points > for ‘Round up’ it will be 2, for ‘Round down’ it will be 1.
  • Enable points expiration: you can set an expiry date 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.

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.