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

Setting up

After the installation the programme is already running - with values that suit most shops. This chapter goes through what you should still look at once, and in which order.

Everything sits under Customers → Loyalty points. The settings open from the menu on the left under System → Settings, or through Extensions → My extensions → Configure.

The beginning

Install and activate

Installation works like any other extension: install and activate. On the first start the plugin creates four loyalty tiers, seven flows and four email templates - all of which you can change or switch off afterwards.

  1. 1Open Extensions → My extensions and click Install next to "Bonus Points & Loyalty Program".

  2. 2Switch the extension on with the switch in its row.

  3. 3Under Customers → Loyalty points → Loyalty tiers you then find the four shipped tiers.

  4. 4Under Automation → Flow Builder you find the seven flows, all active.

  5. 5Under Settings → Email templates you find the four email templates.

Shipped tiers
Silver, Gold, Platinum, Titanium
Flows
registration, newsletter, points credited, birthday, tier reached, expiry reminder, goal reached
Email templates
points credited, loyalty tier, goal reached, expiry
Active at once
earning points, the dashboard, the loyalty page in the customer account

This creation happens on installation only, not on every update. If you delete a shipped tier, the next update will not bring it back.

The setup assistant

In the loyalty menu on the left, under System → Setup assistant, sits a guided pass through everything that has to be decided at the start. It changes the same settings as the configuration, but in an order that builds on itself.

  1. 1Open Customers → Loyalty points.

  2. 2In the menu on the left, click Setup assistant under System.

  3. 3Choose Review the configuration.

  4. 4The nine steps are listed on the left. Save & continue saves the step and opens the next one.

  5. 5For your existing customers, choose Reward existing customers in the same window.

StepWhat it covers
1. Points namewhat your currency is called in the storefront
2. Look in the shopwhere points are visible and in which theme
3. Earn & redeemearn rate, conversion, limits
4. Release & cancellationwhen points become valid and what a cancellation does
5. Free pointsregistration, newsletter, birthday
6. Point expiryvalidity and the reminder email
7. Rewardsproducts that can be exchanged for points
8. Boosters & goalspromotions and milestones
9. Loyalty tiersthe tier ladder and its multipliers

The assistant has a second entry point: Reward existing customers. After the installation its window opens by itself on the dashboard; it is the first thing to deal with after setting up.

The name of the points

What your currency is called in the shop - loyalty points, reward points, stars, coins - is set in the first step of the assistant: a main term and a counting unit. Behind them sit two snippets, which you can also change under Settings → Snippets.

  1. 1In the step Points name, enter the main term and the counting unit. The preview below shows how the customer reads it.

The change applies across the storefront at once, for the language you are currently working in in the admin. The term appears on the product page, in the cart and in the customer account. Email templates do not follow automatically - you rewrite those yourself.

The order that has proven itself

Do the maths first, make it visible second

Earn rate and conversion decide what the programme costs. Both should be settled before the first customer sees a balance - lowering them later is unpleasant to explain.

In this order:

  1. 1Set the earn rate and conversion in step 3 of the assistant - one percent out of the box.

  2. 2Check the waiting period in step 4 - it protects against points from cancelled orders.

  3. 3Create rewards under Rewards → Create reward - without a goal a balance does nothing.

  4. 4Take over existing customers with Grant points - once, before the first email goes out.

  5. 5Switch on visibility in step 2 - product page, listings and cart. The loyalty page in the customer account is there from the start.

  6. 6Check which customer groups should stay out - dealers with their own terms, say. That sits in the settings, card General & participation.

Only then is an announcement to customers worth it. A programme advertised before it has rewards disappoints on first sight.

What already runs without a purchase

In the free scope the shop collects completely: points arise with every order, the dashboard calculates, the loyalty page in the customer account is there. What is missing is the release - points stay pending and never become redeemable.

  1. 1On the dashboard the card Point health shows what is waiting and that the release needs a plan.

  2. 2In the customer account the customer sees the points as pending.

  3. 3After the purchase, open Show more information in the card and click Release all now.

That lets you try out and observe the whole programme without a single point costing money. If you move to a paid plan later, Release all now catches up the accumulated backlog - nobody loses what they collected in the meantime.

A page that explains the programme

From the customer account a link leads to a landing page that explains the programme in your own words. Which one is picked in the setting Loyalty programme page in the Theme card; its SEO URL is resolved automatically per sales channel and language.

  1. 1Open the settings and pick, in the Theme card under Loyalty programme page, the shopping experience that explains the programme.

  2. 2In the customer account the link then sits right below the heading.

The link reads "How the programme works". Leave the setting empty and the link is hidden - though the explanation is then missing exactly where customers look for it.

← Back to the manual

Common questions

Common questions on this topic

Do I have to configure anything after installing?

No, the programme runs with the defaults straight away. A pass through the setup assistant is still worthwhile - above all earn rate, conversion and at least one reward.

What does the plugin create on installation?

Four loyalty tiers (Silver, Gold, Platinum, Titanium), seven flows and four email templates. This happens on installation only, not on every update.

How do I change the name of the points?

In the first step of the setup assistant: main term and counting unit. The change applies to the language you are working in in the admin. Email templates do not follow automatically.

What can I try out without buying?

Everything except the release: points are collected, the dashboard calculates, the loyalty page is there. The points stay pending, though, and are not redeemable.

In which order should I proceed?

Earn rate and conversion first, then the waiting period, then at least one reward, then take over the existing customers, and switch on visibility in the shop last.

More chapters
Earning

Earning points

How an order becomes points: basis, rounding, boosters, tier - and when they become valid.

Read on → 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 →