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2018
SPOZEND SOFTWARE SOLUTION
12/25/2018
REWARD POINT MAGENTO2 USER GUIDE
Magento 2 Reward Point Version 1.0 Page 1
Table of Contents
Introduction Outstanding feature ...................................................................................................................................... 2
For Customers: .......................................................................................................................................... 2
For Admins: ............................................................................................................................................... 2
Others: ...................................................................................................................................................... 2
How to use 2.1 How to earn point ................................................................................................................................... 3
2.2 Manage the reward point balance ......................................................................................................... 4
2.3 How to spend points ............................................................................................................................... 6
How to configure 3.1 Earning rate ............................................................................................................................................. 9
3.2 Spending rates ...................................................................................................................................... 11
3.3 Manage point balance .......................................................................................................................... 15
3.4 Transactions .......................................................................................................................................... 17
3.5 Setting ................................................................................................................................................... 18
3.5.1 general Configuration .................................................................................................................... 19
3.5.2 Earning Points Configuration ......................................................................................................... 20
3.5.3 Sales Earning Process ..................................................................................................................... 22
3.5.4 Spending Points Configuration ...................................................................................................... 22
3.5.5 Display Configuration & Email Configuration ................................................................................ 23
Magento 2 Reward Point Version 1.0 Page 2
1 Introduction
The customer loyalty could make your business more lucrative. From that come up to a
question: How to keep your customer coming back to your store and buy more stuffs?
We offer you a wonderful answer for your question: Magento Reward Points extension.
It is designed to maximize Customers engagement in your store by many useful features.
With Reward Points , your Customers can receive reward points when placing orders on
your site. These points then can be converted to money for checkout at the rate
configured by you. The System will show messages about the number of points
Customers will earn and spend. Customers certainly feel more encouraged to purchase at
your site when they can get some bonus for doing that!
Outstanding feature
For Customers:
- Earn reward points for placing orders at the rate configured in backend
- View information of point rewarding on many places including product detail
pages, minicart and shopping cart
- Can spend points for orders at the rate configured in backend
- Can view information of point spending on shopping cart and checkout pages
- Follow and manage their reward points on the top link or on My Rewards page.
For Admins:
- Configure earning rates for Customers to earn points correspondingly to the value
of the orders they place
- Configure spending rates for Customers to exchange points into money to check
Out
- Manage earning/ spending rates: add/edit/delete rates, etc.
- Manage transactions related to points
Others:
- Support multiple stores
- 100% Open source
- Check key offline using RSA encryption (3rd party encryption not required)
- Easy to install and configure
- User-friendly interface
Magento 2 Reward Point Version 1.0 Page 3
2 How to use
2.1 How to earn point
When placing an order, Customers can earn points based on the rate set by admin. Our
Reward Point Extension makes sure that Customers are well aware of your reward point
policy by showing messages on many pages. For example, on Product Detail pages, there
will be a notification for Customers that says “You earn 6 Points for purchasing this
product”.
On the Shopping Cart, the customer can see the total number of points they could earn if
they purchase the products in the Summary box.
Magento 2 Reward Point Version 1.0 Page 4
2.2 Manage the reward point balance
Customer can check the number of remaining points after signing in, on the top left of the
main page.
By click to My Account, the customer could be navigated to My Account page. There
are some useful personal information not only reward point balance. For example: Order
history, Contact information,…
Magento 2 Reward Point Version 1.0 Page 5
To manage the reward point balance, in the Reward information part, click View My
Rewards.
The My Reward page can be showed as the bellowed image:
The page is divided in to 2 parts: Reward information and Points Transactions.
Magento 2 Reward Point Version 1.0 Page 6
Reward information: In this part, Customers can view their current balances as well as
description about how to earn points, how to spend points, how customer points can be
managed.
Transaction history: his part provides Customers with information on their transactions
of reward points including title, points change, creating date, expiration date, status.
If the customer would like to see all detailed points transaction, click View All.
2.3 How to spend points
On the checkout page, the customer can move the slide forwards or backwards to select
the number of points they would like to spend. Besides, they can enter this number in the
empty box or tick the checkbox “Maximize my discount with points” to spend the
maximum number of points.
Still on the checkout page, Customer can see the detail of the order, after crediting an
amount of money from reward points, how much the customer have to pay for the order.
Magento 2 Reward Point Version 1.0 Page 7
Magento 2 Reward Point Version 1.0 Page 8
3 How to configure
To configure the Reward Point Extension, Go to Backend screen -> Marketing ->
choose the option you want to configure in the Reward Points menu: Earning Rates,
Spending Rates, Manage Point Balances, Transactions, Settings.
Magento 2 Reward Point Version 1.0 Page 9
3.1 Earning rate
After Click Earning Rates in the Reward Point Configuration menu, the Earning
Rates page will be shown as the below image:
If you want to add new earning rate, click Add New Earning Rate button. The Add New
Earning Rate page will be shown as the below image:
Magento 2 Reward Point Version 1.0 Page 10
Field Example Description
Amount of money spent 30 Amount of money spent per
order is $30.
Earning Point(s) 1 When "Amount of money
spent per order" is 30,
"Earning Point(s)" is 1. If
Customer spends $90, he
will receive 3 points.
Status Active Activate the reward point
extension.
Websites Main Website Choosing the website
applied.
Customer groups General
Wholesale
Retailer
The customer groups
including: General,
Wholesale, Retailer.
Priority 1 the rate with the highest
level of priority will be
applied first. In case there
are two rates with the same
priority, the rate created
sooner will be applied.
Magento 2 Reward Point Version 1.0 Page 11
After you finish filling out all the required data, remember to click on the Save Earning
Rate button to save your work. If you click on the Save Earning Rate button, you’ll be
navigated to the Earning rates page and your rate will be shown as below:
3.2 Spending rates
In the Rewarding Points configuration menu, choosing the Spending Rates.
Magento 2 Reward Point Version 1.0 Page 12
Then the Spending Rates page will be shown as the below image. In order to add a new
spending rate, you can click on the Add New Spending Rate button and then fill out all
the required data.
The Add New Spending Rate Page will be shown as the bellowed image.
Magento 2 Reward Point Version 1.0 Page 13
Field Example Description
Spending Point(s) 2 allow your Customers to
exchange 2 points for $1 to
spend on their orders. ( the
points customer spend ).
Discount Received 1 allow your Customers to
exchange 2 points for $1 to
spend on their orders ( the
discounted money customer
receive ).
Magento 2 Reward Point Version 1.0 Page 14
Status Active Activating the spending
rate.
Limit spending points based
on
A fixed amount of total
value
The limit spending point is
fixed.
Limit value allowed to
spend points at
0 There is no limitation for
customer spending points.
Websites Main website The main website is
applied.
Customer groups General
Wholesale
Retailer
Spending points are applied
to General, Wholesale and
retailer groups.
Priority 1 The rate with the highest
priority will be applied first.
In case there are two rates
with the same priority, the
one created sooner will be
applied.
After you finish filling out all the required data, remember to click on the Save Spending
Rate button to save your work.
If you click on the Save Spending Rate button, you’ll be navigated to the Spending
Rates page and your rate will be shown as below:
Magento 2 Reward Point Version 1.0 Page 15
3.3 Manage point balance
In the Rewarding Points configuration menu, choosing the Manage Point Balances.
After choosing the Manage Point Balances ,then the Manage Point Balances page with
many general information ( Name, Email, Point Balances, Group, Website ) will be
shown as the below image.
To Import Points information, choose the Import Points button.
Magento 2 Reward Point Version 1.0 Page 16
Then the Import Points page will be shown as the below page.
Then select the file to import by click the Choose File button to upload the file to the
backend.
If you want to edit point balance information of the customer, choosing the Edit action
on the right of screen.
Magento 2 Reward Point Version 1.0 Page 17
3.4 Transactions
In the Rewarding Points configuration menu, choosing the Transactions.
Then all the transactions related to reward points will be shown as the below image. In
order to add a new Transaction, you can click on the Add New Transaction button and
then fill out all the required data.
On this Transactions page, you can view a list of all point transactions together with
many general information including Customer, Action, Points Used, etc…
Magento 2 Reward Point Version 1.0 Page 18
3.5 Setting
In the Rewarding Points configuration menu, choosing the Setting.
Then you will see 5 tabs to configure: General Configuration, Earning Points
Configuration, Spending Configuration, Sales Earning Process , Spending Points
Configuration, Display Configuration, Email Configuration.
Magento 2 Reward Point Version 1.0 Page 19
3.5.1 general Configuration
Field Example Description
Enable Reward Points
Extension
Yes Enabling the reward point
extension for your website.
Label for Point Star You can change “Point”
into another name to fit with
your store such as Gold,
Diamond, etc… If empty,
the default label “Point”
will be used.
Label for Points (plural) Star You can change “Point”
into another name to fit with
your store such as Gold,
Diamond, etc… If empty,
the default label “Point”
will be used.
Reward Points Image You can upload an image
file you like to represent
Points. If empty, the image
on the template will be
used.
Magento 2 Reward Point Version 1.0 Page 20
Use Reward Policy page Yes Allowing showing the
Reward Policy. Then
another field “Reward
Policy page uses CMS”
will appear, This is the
CMS page displayed when
Customers click on the
Reward Policy link.
Use Reward Welcome page Yes Allowing showing the
Reward Welcome. Then
another field “Reward
Welcome page uses CMS”
will appear, this is the CMS
page displayed when
Customers click on the
Reward Welcome link.
3.5.2 Earning Points Configuration
Magento 2 Reward Point Version 1.0 Page 21
Field Example Description
Rounding Method Rounding down Earned points will be
rounded
down. For example, 10.2
points
generated from an order will
be
rounded down to 10 points.
Points expire after 10 Points can only be used
within 10 days after being
earned.
Points for register success 1 1 point will be added when
customer register success.
Number of points in balance
allowed
1000 A Customer can have 1,000
points in his balance at
Magento 2 Reward Point Version 1.0 Page 22
maximum.
Earn points from tax No Not allow earning points
from tax.
Earn points from shipping
fee
No Not allow earning points
from shipping fee.
Allow earning points when
using points to spend.
No Customers can't receive any
points from order when
using points to spend.
3.5.3 Sales Earning Process
Field Example Description
Allow receiving points
when invoice is created
Yes Points are recorded in
Customer’s balance when
his/her invoice is created.
Hold point transactions for 2 Transactions from which
Customers can earn points
are held for 2 days before
points are actually rewarded
to Customers.
3.5.4 Spending Points Configuration
Magento 2 Reward Point Version 1.0 Page 23
Field Example Description
Minimum redeemable
points
100 Customers have to redeem
at least 100 points.
Maximum spending points
per order
200 Customers can spend 200
points at maximum on an
order.
Use maximum points at
checkout by default
No The maximum points can
not be used at checkout by
default
Allow using points for
Shipping Fee
Yes You can allow your
customer use the points for
Shipping fee.
3.5.5 Display Configuration & Email Configuration
Magento 2 Reward Point Version 1.0 Page 24
Field Example Description
Show total point balance
next to My Account link
Yes Showing total point balance
of the customer next to My
Account link.
On Product Page Yes Displaying the collectible
points on the product page.
On Minicart Yes Displaying the collectible
points on the Mini cart.
Enable notification email Yes System will send
notification emails
automatically to Customers.
Sender Sales representative This will be the name of the
sender in notification
emails.
Template of email sent to
Customer when point
Email template sent to
customer when updating
Choosing the default
template of email sent to
Magento 2 Reward Point Version 1.0 Page 25
balance is updated point balance ( Default) customer when point
balance is updated.
Template of email sent to
Customer before a
transaction expires
Email template sent to
customer before a
transaction expires ( Default
)
Choosing the default
template of email sent to
customer before a
transaction expires.
Send reminder email before
a transaction expires
2 Sending the reminder email
2 days before a transaction
expires. If empty or zero, no
reminder email is sent.
Website :www.spozend.com
Zendesk: spotire.zendesk.com
Email : [email protected]