Loyalty Points & Rewards Earning Tiers Redeeming Calculator Pricing FAQ Manual Start for free
Manual

The administration

Everything about the programme sits in one place: Customers → Loyalty points. Behind it is an area of its own with ten menu entries in four groups - this chapter goes through them in order.

On top of that, points appear where they belong: as a tab of their own on the customer and on the order.

Overview

The ten menu entries

The side menu is divided into four groups. The upper half shows what has happened; the lower half, what you define.

  1. 1Overview with Dashboard and Statistics.

  2. 2Management with Customers, Bookings and Reached goals.

  3. 3Configuration with Boosters, Loyalty tiers, Rewards and Goals.

  4. 4System with Settings and the Setup assistant.

GroupMenu entries
OverviewDashboard, Statistics
ManagementCustomers, Bookings, Reached goals
ConfigurationBoosters, Loyalty tiers, Rewards, Goals
SystemSettings, Setup assistant

The dashboard and its six key figures

The dashboard answers what the programme is doing right now and what it costs. Six key figures sit at the top, below them the monthly trend and the distribution across the loyalty tiers.

  1. 1The first tile, Points outstanding, shows the euro value as a liability underneath.

Key figureWhat sits next to it
Points outstandingthe euro value as a liability
Redeemed in totalthe redemption rate in percent
Members in the programtheir share of all customers
Pending pointsthe number of open bookings
Transactionsbookings in total
Ordersthose with point activity

The first figure is the most important: points outstanding times point value is the amount your customers could redeem at any moment. That is the figure for the provision.

Statistics in three tabs

Where the dashboard shows the state, the statistics show the development. Three tabs split the programme along the three questions people ask of a loyalty programme.

  1. 1Open Statistics. The first tab is Points economy.

  2. 2The Members & tiers tab shows who takes part.

  3. 3The Rewards & goals tab shows what is redeemed and reached.

The tabs:

  • Points economy - issued, outstanding, redeemed, expired
  • Members & tiers - who takes part and how the tiers are distributed
  • Rewards & goals - what is actually redeemed and reached

The statistics belong to the Business plan.

What has happened

The point ledger

Under "Bookings" sits the complete list of all movements. It is called the point ledger because that is exactly what it is: a record from which every balance can be derived again at any time.

  1. 1Open Bookings. The page is called Point ledger.

  2. 2A click on the date opens the booking with its calculation.

ColumnContent
Datewhen it was booked
Customerwhose booking it is
Typeearned, redeemed, correction
Statuspending or booked
Pointswith a sign
Orderthe triggering order, where there is one
Reasonthe plain text for it

Nothing is deleted or overwritten. A correction is one more line, not a changed one.

Customers and reached goals

The customer list shows balance and pending points per customer. From it a manual point booking can be made - with a reason that stays with the booking.

  1. 1Under Customers each customer is listed with balance and pending points.

  2. 2A click on the name opens the Loyalty points tab on the customer. There you start with Manual booking.

  3. 3In the window you enter points and reason and click Book.

  4. 4Under Reached goals you see who reached which goal, when, and how often.

Under "Reached goals" it says which customer reached which goal when, how often and with what bonus. For repeatable goals that is more than one line per customer.

What you define

Boosters, loyalty tiers, rewards and goals

These four lists are the actual tool. They are built the same way: a list with the decisive columns, a form per entry, a switch for active.

  1. 1Boosters: the Effect column shows multiplier (×) or fixed bonus (+).

  2. 2Loyalty tiers: threshold, minimum orders and multiplier.

  3. 3Rewards: points and the product that goes into the cart.

  4. 4Goals: threshold, bonus and whether a goal is Repeatable.

ListMost important columns
Boostersname, active, effect, rule, scope, priority
Loyalty tiersname, threshold, minimum orders, multiplier, colour, active
Rewardsname, points, product, priority, active
Goalsname, threshold, bonus, repeatable, priority, active

A goal can be one-off or repeatable. Repeatable means the bonus falls due again every further time the threshold is crossed - "every 25,000 points" instead of "at 25,000 points".

Points on the customer and on the order

The customer record and the order each get a tab of their own. On the customer it shows the balance with its history, on the order which points it earned or cost - each with the full calculation.

  1. 1On the customer: the Loyalty points tab with balance and point history.

  2. 2On the order: the Loyalty points tab with the booking and its points calculation.

That puts the answer to a customer question where support already is, not in another menu. These tabs belong to the Business plan.

Two conditions for the rule builder

The plugin extends the Shopware rule builder with a group of its own, "Loyalty programme", holding two conditions: a customer's point balance and their loyalty tier.

  1. 1In the Rule Builder you pick Customer loyalty tier or Points balance in the conditions.

That lets you tie shipping methods, payment methods, discounts and shopping experiences to the programme - free shipping from Platinum upwards, say, without needing another plugin for it.

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Common questions

Common questions on this topic

Where do I find the loyalty programme in the administration?

Under Customers → Loyalty points. Behind it sits an area of its own with ten menu entries in the groups Overview, Management, Configuration and System.

Which figure does my accounting need?

Points outstanding, converted into euros. The dashboard shows it directly as a liability under the first key figure.

Can I credit a customer points by hand?

Yes, through the manual point booking from the customer list. A reason is mandatory and stays with the booking.

Are bookings ever overwritten?

No. A correction is an additional line. The balance is always the sum of all bookings and is never stored as a value.

What is a repeatable goal?

A goal whose bonus falls due again every further time the threshold is crossed - "every 25,000 points" instead of "at 25,000 points". Reached goals appear with a counter in their own list.

Can I tie shipping methods to the loyalty tier?

Yes. The plugin brings two conditions for the Shopware rule builder: point balance and loyalty tier. That covers everything rules can steer.

More chapters
Reference

All settings

Every single setting of the plugin with its section, type, default value and technical name.

Read on → Glossary

Glossary

Pending, lot, booster, goal, multiplier - the words that carry a fixed meaning in the programme.

Read on → First steps

Setting up

From installation to the first point earned: nine steps, one name and one decision.

Read on →