Manual

Redeeming points

A balance you cannot spend is a number without a purpose. This chapter describes both routes - cash discount and reward - and the four limits with which you steer how much a single order may cost.

The settings sit in the Redeeming points section of the configuration; the rewards themselves under Customers → Loyalty points → Rewards.

Cash discount

What a point is worth

The conversion says how many points make one euro of discount - 100 out of the box. Together with an earn rate of one point per euro that equals one percent off.

  1. 1In the settings, Redeeming points card, enter under Points needed for 1.00 discount how many points make one euro of discount.

100
points per 1 € discount
100
minimum points per redemption
1
step size
0
maximum = no limit

Earn rate and conversion belong together. Changing one should mean looking at the other - otherwise what the programme costs shifts unnoticed.

Four limits and what they prevent

Each of the four settings in the redemption section solves a problem of its own. Together they define what a cart paid with points may look like.

  1. 1In the settings, Redeeming points card, Minimum points per redemption sets the least a redemption has to use.

  2. 2Redemption step: the blocks in which points are redeemed.

  3. 3Maximum points per order: 0 means no limit.

SettingDefaultPrevents
Points per 1.00 discount100a point value nobody can judge
Minimum points per redemption100redemptions worth a few cents
Redemption step size1nothing - the default allows the exact balance
Maximum points per order0 (no limit)a single cart that becomes almost free

The step size is the least conspicuous of the four. Set to 100 it allows redemption in whole euros only - tidier, but it always leaves a remainder behind.

The slider in the cart

Redemption happens on the cart page. The customer sets how many of their points to use and immediately sees the resulting discount. The redemption appears as its own line in the cart.

  1. 1In the cart the customer sets with the slider under Redeem Bonus points how many points to use and clicks Redeem.

  2. 2The discount then sits in the cart as its own line, Bonus points redeemed.

  3. 3Where the box sits is chosen in the settings, Cart card, under Points box position.

The box can sit in three places: above the products, below the products, or on the right below the summary - the last being the default.

Rewards

A reward is a product, not an amount

A reward ties a point price to an article from your catalogue. When it is redeemed, that article lands as a line item in the cart - with everything that belongs to it: stock, shipping weight, tax rate.

  1. 1Open Rewards and click Add reward.

  2. 2In the Reward card you pick the Product and enter the Points cost.

  3. 3Under Conditions you can set a minimum cart value.

  4. 4In the cart the reward appears under Available rewards with the Redeem button.

Point price
how many points the reward costs
Product
which article goes into the cart
Minimum order value
from which cart value it can be redeemed
Priority
the order in which rewards appear

How many rewards are possible depends on the plan: one in Free, three in Starter, ten in Business, unlimited in Enterprise.

Three states in the customer account

Rewards sit in the customer account under "Redeemable rewards", even when they are out of reach. Each one says what is missing.

  1. 1Ready to redeem: the points suffice and the conditions are met.

  2. 2Minimum order value: the button names the order value needed.

  3. 3More points needed: the button names the points missing.

  4. 4In the cart, a reward whose product is not available shows Not available.

StateMeaning
Ready to redeempoints suffice, conditions met
Minimum order valuepoints suffice, the cart is still too small
More points neededwith the exact number of points missing

In the cart a fourth case joins them: if the linked product is not available, it reads "Not available".

Discount and reward in one order

Out of the box a customer may redeem both at once. A check in the background makes sure that discount points plus reward points never exceed the balance - not even when the cart changes in between.

  1. 1In the settings, Redeeming points card, Allow combined redemption switches the combination on or off.

If you do not want that, switch combined redemption off. The customer then picks one of the two routes.

When something interrupts

Abandoned orders give the points back

Redeemed points are only gone for good once the order comes about. If a customer abandons checkout or the order is cancelled, the stake returns as a counter-booking.

  1. 1In the point ledger the return shows as Cancellation re-credit, with the cancellation as its reason.

That too sits in the point ledger. A redemption and its reversal are two bookings, not one deleted line.

Which points are spent first

Redemption always draws from the oldest valid lot. That is the customer-friendly order: as little as possible expires when a validity period is set.

  1. 1Open the redemption in the point ledger: the Covered from card lists the packages it was paid from.

The booking shows which lots covered a redemption - under "Covered from".

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Common questions

Common questions on this topic

How much is a point worth?

You decide. Out of the box 100 points make one euro of discount; together with one point per euro of turnover that is one percent.

Can I cap the discount per order?

Yes, through the maximum points per order. The default is 0 and means no limit.

What is the redemption step size?

It defines the blocks in which redemption is allowed. With the default of 1 a customer can spend their balance exactly; set to 100 it only works in whole euros.

What happens if an order with a redemption is cancelled?

The points used return as a counter-booking. Redemption and reversal both sit in the point ledger.

Which points are redeemed first?

Always the oldest valid lot. That way as little as possible expires when a validity period is set.

Can customers combine discount and reward?

Out of the box, yes. A check makes sure both together fit the balance. A setting switches the combination off.