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.
The side menu is divided into four groups. The upper half shows what has happened; the lower half, what you define.
| Group | Menu entries |
|---|---|
| Overview | Dashboard, Statistics |
| Management | Customers, Bookings, Reached goals |
| Configuration | Boosters, Loyalty tiers, Rewards, Goals |
| System | Settings, Setup assistant |
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.
| Key figure | What sits next to it |
|---|---|
| Points outstanding | the euro value as a liability |
| Redeemed in total | the redemption rate in percent |
| Members in the program | their share of all customers |
| Pending points | the number of open bookings |
| Transactions | bookings in total |
| Orders | those 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.
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.
The tabs:
The statistics belong to the Business plan.
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.
| Column | Content |
|---|---|
| Date | when it was booked |
| Customer | whose booking it is |
| Type | earned, redeemed, correction |
| Status | pending or booked |
| Points | with a sign |
| Order | the triggering order, where there is one |
| Reason | the plain text for it |
Nothing is deleted or overwritten. A correction is one more line, not a changed one.
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.
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.
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.
| List | Most important columns |
|---|---|
| Boosters | name, active, effect, rule, scope, priority |
| Loyalty tiers | name, threshold, minimum orders, multiplier, colour, active |
| Rewards | name, points, product, priority, active |
| Goals | name, 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".
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.
That puts the answer to a customer question where support already is, not in another menu. These tabs belong to the Business plan.
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.
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.
Under Customers → Loyalty points. Behind it sits an area of its own with ten menu entries in the groups Overview, Management, Configuration and System.
Points outstanding, converted into euros. The dashboard shows it directly as a liability under the first key figure.
Yes, through the manual point booking from the customer list. A reason is mandatory and stays with the booking.
No. A correction is an additional line. The balance is always the sum of all bookings and is never stored as a value.
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.
Yes. The plugin brings two conditions for the Shopware rule builder: point balance and loyalty tier. That covers everything rules can steer.
Every single setting of the plugin with its section, type, default value and technical name.
Read on → GlossaryPending, lot, booster, goal, multiplier - the words that carry a fixed meaning in the programme.
Read on → First stepsFrom installation to the first point earned: nine steps, one name and one decision.
Read on →