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
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 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 example below will clarify this.
There are two products in the cart:
- Dark navy t-shirt: €19.90
- 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:
- 2 points for Dark navy t-shirt
- 8 points for Shopping bag
The prices are rounded to the nearest integer number, and the total points are calculated on the subtotal in the cart.
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.
Conversion rules by 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 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).
In the following options, you can apply further restrictions to the awarding of points.
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.
Assign points to guests that have a registered billing email: 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.
Check past orders: enable this option to assign points to newly registered users if they have used the same billing email address for previous orders, so to calculate the total points including orders placed as guests.
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.
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.
Disable point awarding while redeeming: 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.