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

Earning points

Every booking in the programme can be recalculated. This chapter follows the path an order takes - from the amount through the factors to the day the points become redeemable.

The settings for this sit in the Earning points, Boosters, Points release and Cancellation sections of the configuration.

How the number of points arises

What the calculation is based on

The earn rate says how many points one euro of turnover brings - one, out of the box. Two further settings decide which amount is meant.

  1. 1Open the settings (in the loyalty menu on the left under System → Settings) and enter in the Earning points card under Points earned per 1.00 spent how many points one euro brings.

  2. 2Under Calculation basis you choose between the amount actually paid and the original price before discounts.

  3. 3Include shipping costs counts the shipping share as well.

  4. 4Rounding sets whether points are rounded down, rounded commercially or rounded up.

Calculation basis
the amount actually paid (default) or the original price before discounts
Shipping cost
does not count out of the box
Rounding
round down (default), round commercially or round up
Foreign currency
converted to the base currency using the exchange rate

The choice of basis is a question of stance: calculating on the amount paid is the cautious variant, because a discounted article then earns fewer points. Calculating on the original price rewards the purchase regardless of the promotion.

Boosters and loyalty tier

Two kinds of factor act on the base value: the customer's loyalty tier and every booster that applies to this order. Boosters come as a multiplier and as a fixed bonus; each has its own rule for the case where several apply at once.

  1. 1Each tier's multiplier is listed under Loyalty tiers in the Multiplier column.

  2. 2You create boosters under Boosters. The Effect column shows whether one multiplies (×) or adds a fixed bonus (+).

  3. 3How several multiplier boosters combine is set in the settings, Boosters card, under Combining multiplier rules.

  4. 4For fixed-bonus boosters, Combining fixed-bonus rules below applies.

In order:

  • Base value - amount times earn rate
  • Loyalty tier - the multiplier of the tier the customer held at booking time
  • Multiplier boosters - out of the box the highest one wins
  • Fixed-bonus boosters - out of the box they add up
  • Rounding - last, after every factor

Because the tier is recorded at booking time, a later promotion or drop does not change old bookings.

The calculation sits on every booking

In the administration a click on a booking opens the full calculation: the per line-item breakdown, the settings at booking time, the tier, the effective boosters and the total rollup step by step.

  1. 1Open Bookings in the loyalty menu on the left.

  2. 2Click the date in the booking's row.

  3. 3The Calculation proof starts with the settings at booking time, followed by the tier.

  4. 4The Per line-item breakdown shows amount, multipliers and points for each item.

  5. 5Below follows the Total rollup (step by step) and, collapsed, the raw data.

That is the difference between a number and a traceable number. If a customer asks why it was 137 points and not 140, the answer is right there - down to the raw data.

From pending to valid

Points start as an expectancy

With the order a booking is created in the state pending. It does not count towards the redeemable balance and is shown separately in the customer account.

  1. 1In the point ledger under Bookings, a new booking first has the status Pending.

  2. 2Which order state counts is chosen in the settings, Points release card, under Order state that counts as completed.

  3. 3Minimum age in days sets the waiting time from the order date.

  4. 4Until then the customer account shows the points as pending.

Condition 1
the order reaches the configured state - default "Completed"
Condition 2
the minimum age has passed - default 14 days from the order date
Check
hourly, up to 250 bookings per run
Then
the booking turns valid and becomes redeemable

Both conditions have to be met. If you want no waiting time, set the minimum age to zero - the order state then decides on its own.

What a cancellation does

When an order reaches the cancellation state - default "Cancelled" - the still-pending points of that order fall away. If the points were already valid, a counter-booking is created instead.

  1. 1In the settings, Cancellation card, Auto-reverse points on cancellation switches the reversal on.

  2. 2Order state that voids points sets which state counts as a cancellation.

  3. 3The counter-entry shows in the point ledger as Cancellation refund.

The balance is never overwritten in the process. It is always the sum of all bookings, and every counter-booking stays visible in the point ledger - years later too.

Points without an order

Registration, newsletter confirmation and birthday bring points that hang on no order. They are therefore valid immediately and pass through no release. The same holds for a manual booking from the administration.

  1. 1How many points registration, newsletter and birthday bring is set in the settings, Default-flow point values card, starting with Registration bonus points.

  2. 2The Newsletter confirmation bonus applies to the confirmed sign-up.

  3. 3The Birthday bonus points come once a year.

  4. 4You start a manual booking under Bookings with Manual booking.

  5. 5The reason is required and visible to the customer.

A manual booking always requires a reason. It stays with the booking and later answers the question where a balance came from that no order explains.

Guest orders do not collect

Points belong to a customer account. An order without an account has nobody to credit - it stays out.

A customer who creates an account later is not credited retroactively for their earlier guest orders.

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Common questions

Common questions on this topic

Do shipping costs count towards the points?

Not out of the box. A setting adds them if you want the shipping share to earn points as well.

Is the calculation based on the discounted or the full price?

By default on the amount actually paid. Switched to the original price, a discounted article earns the same points as at full price.

When do pending points become valid?

When both apply: the order has reached the configured state - default "Completed" - and the minimum age has passed, 14 days by default. The check runs hourly.

Does climbing a tier change old bookings?

No. The loyalty tier is recorded at booking time. A later promotion or drop only affects new bookings.

How do I see how a number of points came about?

Through the booking in the administration. It shows the per line-item breakdown, the settings at booking time, the loyalty tier, the effective boosters and the total rollup step by step.

More chapters
Spending

Redeeming points

Cash discount through the slider, rewards as a product - and the limits that keep both affordable.

Read on → Management

The administration

Ten menu entries in four groups: dashboard, statistics, lists and everything you create yourself.

Read on → Reference

All settings

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

Read on →