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MAGENTO REWARD POINT PLUS - ULTIMATE (Version 2.5) USER GUIDE

MAGENTO REWARD POINT PLUS - ULTIMATE · This document and the information it contains constitute a trade secret of Magestore and may not ... Are you confident of already winning your

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MAGENTO

REWARD POINT PLUS -

ULTIMATE

(Version 2.5)

USER GUIDE

Reward Point Plus Ultimate Edition – User guide

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Confidential Information Notice Copyright 2017. All Rights Reserved. Any unauthorized reproduction of this document is prohibited. This document and the information it contains constitute a trade secret of Magestore and may not be reproduced or disclosed to non-authorized users without the prior written permission from Magestore. Permitted reproductions, in whole or in part, shall bear this notice.

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Table of content

1. Introduction ................................................................................................. 4

2. How to use .................................................................................................. 7

2.1. How to earn points .............................................................................. 7

2.2. How to earn points based on Catalog Earning Rule & Shopping Cart

Earning Rule ............................................................................................... 10

2.3. How to earn points for every action on site ......................................... 13

2.4. How to spend points ......................................................................... 27

2.5. How to spend points based on Catalog Spending Rule and Shopping Cart

Spending rules ............................................................................................ 29

2.6. Buy products with points ................................................................... 34

2.7. Sharing from the My Account Dashboard ............................................ 38

2.8. Sharing from Product Detail pages ..................................................... 43

2.9. Manage Reward Points ...................................................................... 45

2.10. Reports ............................................................................................ 47

2.10.1. Dashboard Reports ..................................................................... 47

2.10.2. Order Report .............................................................................. 52

2.10.3. Customer Report ........................................................................ 53

2.10.4. Product Report ........................................................................... 53

2.10.5. Point Earning Report................................................................... 54

2.10.6. Point Spending Report ................................................................ 54

3. How to hide some field of OneStepChekout shipping address ........................ 55

3.1. Manage Earning Rates ....................................................................... 55

3.2. Manage Earning Rules ....................................................................... 57

3.2.1. Catalog Earning Rules ................................................................. 57

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3.2.2. Shopping Cart Earning Rules ....................................................... 61

3.2.3. Manage earning points by product ............................................... 65

3.3. Manage Spending Rates .................................................................... 66

3.4. Manage Spending Rules .................................................................... 69

3.4.1. Catalog Spending rules ............................................................... 69

3.4.2. Shopping Cart Spending Rules..................................................... 72

3.4.3. Manage Spending Points By Product ............................................ 76

3.5. Manage transactions ......................................................................... 78

3.6. Manage Point Balances of Customers ................................................. 80

3.7. Create and refund orders ................................................................... 85

3.8. Customer Behavior Earning Rules ....................................................... 87

3.9. Special Referring Friends Offers ......................................................... 97

3.9.1. Manage Offers .......................................................................... 97

3.9.2. Manage Coupon Codes ............................................................. 100

3.10. Settings .......................................................................................... 101

3.10.1. General Configuration ............................................................... 102

3.10.2. Earning Points Configuration ..................................................... 103

3.10.3. Spending Points Configuration ................................................... 105

3.10.4. Display Configuration ................................................................ 105

3.10.5. Email Configuration .................................................................. 106

3.10.6. Referring Friends Plugin Configuration ....................................... 109

3.10.7. Behavior Plugin Configuration.................................................... 117

3.10.8. Rules Plugin Configuration ........................................................ 117

3.10.9. Report Plugin Configuration ...................................................... 117

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1. Introduction

There is no doubt about the benefits of Customer loyalty to your business. The question is

how to keep Customers returning and buying in your store? We offer you a wonderful

solution - that is Magento Reward Points Plus extension. It is designed to maximize

Customers engagement in your store by many useful features.

Are you confident of already winning your customers' heart? Why not develop your reward

system to a larger scale with Platinum Edition? This edition provides you with 4 impressive

functions that you can flexibly set up your system as preferred.

Feature Full-List

Earning Points Configuration

Set up the condition for Customers to get points each time they purchase

Set many earning rates with different priority levels

Set the validation period for earning points

Choose to hold back points from Customers for some days

Set up rewarding program for special occasions

Spending Points Configuration

Allow Customers to choose how many points they want to spend on the Shopping cart

and Checkout pages

Set the rates at which Customers can redeem their earning points in backend

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Configure the minimum number of points to be redeemed or the maximum points that can

be allowed to use for an order

Reward Points Balance Management

Allow Customers to track their current point balance in My Account > My rewards

Point Transactions Management

Allow admin to view all point transactions of the System (Customer, Point Amount, Points

Used, etc.)

Points Spending While Creating Order in Backend

Allow admin to add or deduct points from Customers’ balances manually in backend.

Refund by Points

Allow Admin to give points back to Customers instead of making a refund

Import/Export Points

Allow admin to import and export Customers’ point balances in CSV file format directly to

and from Reward Point Plus system.

View point balances information of existing Customers and export data to XML or CSV

format.

Set up the number of points given to Customers & the expiry date.

Reward on Customers' Behaviors

Allow admin to configure different information of earning points for different activities,

including signing up, logging in, subscribing to newsletters, taking polls, tagging products,

rating and/or reviewing products and liking/sharing via social networks (Facebook, Twitter,

Google+, Pinterest) & on Customers birthday

Allow Customers to know exactly the number of points they can get for each activity in

frontend as well as on My Reward page

Reports

Allow admin to view detailed reports of Spend/Earn ratio, Number of loyal customers over

time, Points earned and spent, Signups, Newsletter Subscription, Reviews, etc.

Refer Friends

Allow Customers to share links or coupons via many channels such as email, Facebook,

Twitter, G+ on Refer Friends & Product Detail pages

Allow Customers to edit coupon code & link as preferred

Allow Customers to import all contacts from multiple mail boxes (Gmail, Yahoo) and write

their own messages to their friends.

Allow Customers to view transaction history in the account dashboard.

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Allow admin to set up special offers for Customers such as on special events like New

Year or Halloween festivals

Allow admin to configure conditions with details of commission type, discount type &

discount value

Allow setting number of earning points for invited friends who register at your site

Loyalty level

Create & manage unlimited member levels or customer groups with different preferential

treatments

Points Earning/Spending Rules

Catalog Earning Rule

Enable Customers to earn points based on specific products. This information will be

shown on Product Listing, Product Detail & Checkout pages of each product added to

cart.

Show Catalog Earning Rule on Shopping Cart pages

Allow admin to configure the conditions (the products) to apply the Catalog Rule.

Allow admin to configure a fixed number of points to Customers

Allow admin to set higher earning rate for items with higher prices and vice versa

Manage earning points by product in backend

Shopping Cart Earning Rule

Allow Customers to earn points based on specific values of orders

Show Shopping Cart Earning Rule on Shopping Cart pages

Configure order value level for the rule, a fixed number of points, or set to give points

based on the order values or Qty.

Catalog Spending Rule

Enable Customers to use points based on specific products. This information will be

shown on Product Detail & Checkout pages of each product added to cart.

Allow admin to configure the conditions (the products) & spending rule to apply the

Catalog Spending Rule.

Limit the number of spending points according to product price

Set up different types of discounts such as “By $10”, “by 10%”, “to $10” or “to 10%

Limit the number of times Customer can use points for each products

Shopping Cart Spending Rule

Set up different types of spending points for different types of shopping carts

Show Shopping Cart Spending rule information on Shopping Cart and Checkout pages.

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Limit the number of points Customers can spend on the shopping carts.

Enable Customers to convert points into money at some desired rate such as “$1 discount

for every 5 points spent”

Set up the discount type to be a fixed amount or a percentage of the whole order

Buy Products with Points

Set some specific products to be buy with points only

API

Provide calls for working with resources such as customers, transactions, friend referrals,

behaviors, and transfer

Reward coupon code

Generate & print unlimited reward coupon codes Others

Open source 100%

License Certificate valid for 1 live Magento installation and unlimited test Magento

installations (No license key required)

Easy to install and configure

User-friendly interface

2. How to use

2.1. How to earn points

When placing an order, Customers can earn points based on the rate set by admin.

Our Standard edition 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 could receive some Points for purchasing

this product”.

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Also, after clicking on the Add to Cart button, on Mini Cart, Customers will see another

notification “Check out now to earn points”.

If Customers have not logged in yet, a notification message “Login and checkout to

earn points” will be shown on mini cart:

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On Checkout page, Customers can see exactly the number of points they earned from

buying that product in the Grand Total box:

If Customers have not logged in yet, a notification message “Login and checkout to

earn points” will be shown on Grand Total box of checkout page:

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After placing an order successfully, Customers can check their point balance right next to

the My Account top link or can go directly to that link:

2.2. How to earn points based on Catalog Earning Rule & Shopping Cart

Earning Rule

When placing an order, Customers can earn points depending on the rule set by Admins.

Earning points based on Catalog Earning Rule

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Catalog Earning Rule enables your Customers to earn points based on specific products.

That means you can give your Customers chances of earning more points from some items

than from others. This point information will be shown on the Product Listing and Product

Detail pages:

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After adding products to the shopping cart, Customers can also see the point amount they

will receive as below:

Earning points based on Shopping Cart Rule

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Shopping Cart Earning Rule enables your Customers to earn points based on specific

values of orders. That will help you to organize programs such as “Earn 20 points for orders

equal to or higher than $500”. If Customers’ shopping carts meet the condition of the

shopping cart rule that you set up on backend, the System will show the points they will

earn. After Customers add products to the shopping cart, they can see the point amount as

below:

2.3. How to earn points for every action on site

Sign up & Log in

When Customers access the Login page or Create an Account page, they can see a

notification about the collectible points they will receive when signing up as below:

On the Login page:

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On the Create an Account page:

After Customers sign up successfully, they can see the number of points earned and the

transaction information on the My Rewards page as follows:

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Subscribe to Newsletters

Customers can subscribe to newsletters on the Create an Account page, Newsletter

block and Newsletter Subscription page.

On the Newsletter block, for example, Customers can see a notification about the

collectible points they will receive:

After subscribing to newsletters, Customers can see their current balances and the

transaction information on the My Rewards page:

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Take Polls

Customers can see a notification about the collectible points they will receive when taking

polls on the Community Polls block:

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After selecting an option and click on the Vote button, Customers will receive points, and

they can see that transaction information on the My Rewards page:

Tag Products

On the Product Detail page, our module shows a notification about the collectible points

that Customers can receive when they tag a product:

Customers will receive points after their tags are approved by admin.

In order to see the current balance and transaction information, they can go to the My

Reward page.

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Rate and Review Products

Customers can see a notification about the collectible points they will receive when rating

or reviewing a product on the Product Detail page and the Product Reviews page as

below:

On the Product Detail page:

On the Product Reviews page:

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Customers will receive points after their rating or reviewing has been approved by admin.

They can check their balances and transaction information on the My Reward page.

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Like/Share via Social Networks

Our module allows Customers to like, share or send links of the Home page, Category

pages or Product Detail pages via social networks to receive points. Customers can see

social network buttons and notification as following:

Like/Share via Facebook

Like via Facebook:

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In order to like a page via Facebook, Customers just click on the Like button. After that,

our module will show a message to notify them about the number of collectible points and

show a box for sharing your site via their Facebook as below:

Customers can check the current balance and transaction information on the My

Reward page:

Share via Facebook:

In order to share a page to friends via Facebook, Customers can click on the Share

button. Our module will show a new tab for sharing as below:

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After clicking on the Share Link button, Customers can see a notification about the

number of points they received.

The transaction information and the current balance will also be updated:

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Tweet via Twitter:

In order to receive points by sharing via Twitter, Customers can click on the Tweet button.

Our module will show a new pop-up for them to log in and edit their post:

G+1 via Google+:

In order to receive points by +1 via Google+, Customers can click on the G+1 button. Our

module will then show a box for them to edit their post and share.

After sharing, Customers can see a notification about the number of points they received

for this activity as followed:

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Pin via Pinterest

In order to receive points for Pin via Pinterest, Customers can click on the Pin it

button. Our module will then show a new tab as bellow:

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After customers click on Pin it button, points will be added to their account but the page

isn’t reloaded to show number of points earned for that account because Pinterest doesn’t

support API Callback.

When they reload the page, Pin counter will be updated:

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Customer's Birthday

Customers can report their birthdays on the Create an Account page when they register

or on the Account Information page if they forget to report before that.

They can see a notification about the collectible points on the Create an Account page

as follows:

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After reporting, Customers’ birthdays will be saved in your system. On their birthdays, our

module will auto-add points to their balances and send an email to notify them about that.

2.4. How to spend points

On Shopping Cart and Checkout pages, Customers can move the slide forwards or

backwards to select the number of points they would like to spend. They can also just click

on the Minus or Plus icons. 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.

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On the Checkout page, System shows a similar form for Customers to edit the number of

points they want to spend for their orders:

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2.5. How to spend points based on Catalog Spending Rule and Shopping Cart

Spending rules

On Product Detail, Shopping Cart and Checkout pages, there are many ways for

Customers to choose the number of point they want to spend. They can move along a slider

or click on the Minimize or Maximize buttons to increase/decrease the point amount to

spend. Besides, they can enter this number in the box or tick to choose to use the maximum

number of points.

Spending points based on Catalog Spending Rule

Similar to the Catalog Earning Rule, you can set up for products to have different types of

using points. The Catalog Spending rule information will be shown on Product Detail

pages and Checkout pages after products are added to cart.

When Customers go to a Product Detail page, they can see a drop-down list box which

contains all the Catalog Spending rule options of your site.

After Customers select an option, the System will show the new price (the discount price)

as well as the corresponding spent points. Customers then just need to choose a point

amount to spend.

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In case Customers do not have enough points to spend, System will show a message as

below:

After Customers finish placing orders, the total price of their orders will be discounted by

the number of used points:

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Spending points based on Shopping Cart Rule

When Customers add product(s) to cart, there will be a “Spend your points” box on the

Shopping Cart page. In this box, Customers can select the rule they want to apply for

point spending in the drop-down list box. After Customers select the number of points to

be spent, the Grand Total will be updated automatically:

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In case Customers do not have enough points to apply any rule, the System shows a

notification as below:

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On the Checkout page, our system shows a similar form for Customers to edit their spent

points for orders:

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2.6. Buy products with points

With this feature, some products that you selected in backend can be only purchased by

using points. For these products, customers cannot use money to buy them. Instead, they

have to earn enough points to purchase.

They will be shown on the listing page as bellow:

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On Product Detail page, it will be shown as below:

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If you don’t have enough points to buy this product, there will be a message of “This

product can be purchased by points only. Need more points to get it!”

On Shopping cart page, you will see the information about points you used to buy that

product under product name.

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The Customers will check out and place order as normally.

2.7. Sharing from the My Account Dashboard

Customers access the Refer Friends page in the My Account Dashboard.

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This page includes two main sections: Referral Programs and Sharing Options.

Referral Programs

Our module shows all the current special offers of your website. The special offers are

applied for orders that meet the configured condition for special offers.

Customers can see special referral programs with information including offer title, effective

date, description and policy of the offer.

Sharing Options

This section contains links/coupons and channels for sharing such as email, Facebook,

Twitter and Google+.

Link: The invited friends will click on this link from social channels or email messages

and start shopping. The system will automatically apply offer discount on checkout following

this link.

Coupon: Customers can send their friends the coupon code so that the invited

friends can fill in the coupon code box on checkout and get discount.

Note: Our module offers a new feature, your customers will be able to change their link or

coupon for sharing. After entering new url and new coupon, just need to click Save button

to replace old link and coupon and new link and coupon will be sent to friends via Email,

Facebook, Twitter or Google+.

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Sharing via Email: In order to share a referring link or coupon via email, Customers

can click on the Email tab, fill out their recipients’ email addresses and the verification code,

edit email subject and message then click on the Send Email button. Our module will

automatically send that message to the provided addresses with the provided subject and

message.

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If Customers click on the Gmail or Yahoo link, firstly, our module will request for

permission to import contacts from their Google or Yahoo accounts. If they accept the

request, our module will collect their contacts’ email addresses and display these

addresses in a window. Then, Customers can select which addresses to send the referral

email to.

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After selecting contacts and click on the Select Contacts button, our module will

automatically fill them into the recipient email address field.

Sharing via Facebook: Customers can customize their message before clicking on

the Post on Facebook button.

Sharing via Twitter: Customers can customize their message before clicking on the

Tweet button.

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Sharing via Google+: With Google+, Customers need to click on the Google+ button

to share referring link on Google+.

If the invited friends click on those links or use those coupons to make purchases, they

can get discount. After the orders are completed, Customers will get points under the

corresponding policy.

2.8. Sharing from Product Detail pages

Customers can also send referring links/coupons to their friends by clicking on the Share

with Friend link from the Product Detail pages.

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Our module will show a popup, allowing Customers to share the product right from its

Product Detail page.

Customers can share via Email, Facebook, Twitter and Google+ by clicking on each

corresponding button.

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If the invited friends click on those links or use those coupons to make purchases, they can

get discount. After the orders are completed, Customers will get points under the

corresponding policy.

2.9. Manage Reward Points

Customers can follow and manage their current points in 2 places.

Firstly, they can view their current points in the header as below:

Secondly, they can go to My Account > My rewards to view more information:

This page has 2 parts including Reward Information and Recent transactions

Reward Information: This part shows Customers their current balances as well as

description about the application rules on your site.

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Recent transactions: This part provides Customers with a lot of information on their

reward point transactions such as ID, points, action, date and status.

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2.10. Reports

2.10.1. Dashboard Reports

First please go to Backend > Reward Points > Reports > Dashboard.

On this page, you can access many data to analyze the situation of earning and spending

points on your site. To make it easy to follow, the data has been divided into 3 types: Life-

time report, period-of-time report.

Life–time Reports

You can see all the Life – Time Report about the Reward Points system to the left of the

Dashboard page.

Spending/ Earning Ratio

This ratio can tell you how many points are spent for every 100 points rewarded.

Cost for a loyal member

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This is the ratio beween the total value of orders after Customers spent points to pay and

the total number of points spent.

Earning Distribution

Customers can earn points from many activities on your site such as Order, Sign-Up,

Newsletter, Birthday, Review, Product Tag, Facebook like, Refer Friend or even from

Admin.

This graph shows the percentage of each source from which Customers earn points.

Average value of money per point spent:

This number shows the average value of 1 point spent by Customers.

Total points in Customers’ balances:

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This number shows the total number of points which is currently available in all Customers’

balances.

Period-of-Time Reports

Period-of-time reports are the ones you can choose to view in specific periods of time you

like. Besides many charts such as charts of Loyal Customers, Points Earned and Spent,

Avg. order value vs number of points earned from orders, when installing the Behavior

plugin, you can access 3 more charts including Sign-ups, Newsletter Subcription, Product

Review.

To track information in a specific period of time, you can select the time range in the

dropdown box:

Loyal Customers

This graph shows the number of loyal Customers in your store in the chosen time period.

Points Earned and Spent:

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This report shows the numbers of points your Customers earned and spent.

Avg. order value vs avg. number of points earned from orders

This report shows you the average order value and the number of points earned from

purchasing orders. It enables you to see a correlation between the avg. number of points

given to Customers per order and the avg. order value. What you will expect to see is an

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increase in the order value as you increase the number of points given to Customers for

their orders.

Sign-ups

This report shows the number of points rewarded for Customers’ sign-ups on your store vs.

the number of sign-ups.

Newsletter Subcription

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This report shows the number of points rewarded for Customers’ newsletter subscription

vs. the number of newsletter subscriptions.

Product review

This report shows the number of points rewarded for Customers’ product reviews vs. the

number of reviews.

2.10.2. Order Report

This report shows all orders having point rewarding information with many data including

Time, Number of Orders, Earned Points, Spent Points, Discount for Using Points, Total of

Orders Using Points.

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You can filter to easily search for any information you want and export this table to

CSV/XML/Excel file.

2.10.3. Customer Report

This report shows all Customers having point rewarding information with many data

including ID, Customer’s Email, Point Balance, Held-back Balance, Earned Points, Spent

Points, Discount for Using Points, Total of Orders Using Points.

You can filter to easily search for any information you want and export this table to

CSV/XML/Excel file.

2.10.4. Product Report

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This report shows all products having point rewarding information with many data including

ID, SKU, Product Name, Price, Qty, Earned Points, Spent Points and Discount for Using

Points.

You can filter to easily search for any information you want and export this table to

CSV/XML/Excel file.

2.10.5. Point Earning Report

This report shows the total points earned by your Customers from all kinds of activities such

as Purchase Order, Admin Sign-up, Newsletter, Review, etc. You can choose to show

report by day, month and so on.

You can filter to easily search for any information you want and export this table to

CSV/XML/Excel file.

2.10.6. Point Spending Report

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This report shows the total points spent by your Customers with many other data including

Number of Orders, Discount for Using Points, Total of Orders Using Points. You can choose

to show report by day, month and so on.

You can filter to easily search for any information you want and export this table to

CSV/XML/Excel file

3. How to configure

3.1. Manage Earning Rates

Go to Backend > Reward Points > Earning > Earning Rates

Then the Earning Rates page will be shown, allowing you to do many tasks:

Add a new rate

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In order to add a new earning rate, you can click on the Add Rate button and then fill out

all the required data such as Money spent for order, Earning Points, Status, Websites,

Customer groups, Priority.

Please note that with priority, 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.

After you finish filling out all the required data, remember to click on the Save or Save and

Continue Edit button to save your work. If you click on the Save button, you’ll be navigated

to the Earning rates page and your rate will be shown as below:

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Edit/ Delete an existing rate

In case you want to edit a rate, please click on the Edit link in the Action column.

Then you will be redirected to the Edit Earning Rate page:

After editing the rate as you want, remember to click on the Save or the Save and Continue

Edit button to save your work.

To delete a rate, you can go to the Edit Rate page and then click on the Delete button on

top of the page.

3.2. Manage Earning Rules

3.2.1. Catalog Earning Rules

Go to Backend > Reward Points > Earning > Catalog Earning Rules

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Then you can see the Catalog Earning Rule Manager page as below:

Add a new rule:

In order to add a new catalog rule, click on the Add Rule button and fill out all the required

data.

General Information tab:

You should pay attention to these following fields:

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Rule Name and Description: These two fields will be shown on theMy Reward

page on frontend.

Validate from and Validate to: These fields are used to configure the effective time

of the rule.

Priority: This field allows you to set up the priority level for every catalog rule. If

there are many rules, then the one with the highest priority will be applied first

Conditions tab:

This tab allows you to configure the products to which the rule is applicable. For example,

if you want to apply this rule for cell phones, you can configure the condition as in the image

below:

If you leave this tab blank, the rule will be applied for all products.

Actions tab:

In this tab, you can configure the number of points that Customers will receive according to

the rule and how to exchange points when they purchase products. There are three options

for you to choose:

Give Fixed X points to Customers: Customers will receive a fixed number of points

for whatever products they buy.

For example, if you want to give Customers 5 points for purchasing products, then:

Choose "Action": "Give X points to Customer"

Fill in field "Points (X)": 5

If Customers purchase a product of $500.00 or $800.00, they will earn 5

points.

Give X points for every Y amount of Price: The more expensive the products

Customers buy, the more points they can receive.

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For example, if you want to give Customers 5 points for every $200.00 of price they

spend and limit the number of points that can be earned to 15, then:

Choose "Action": "Give X points for every Y amount of price"

Fill in field "Points (X)": 5

Fill in field "Money Step (Y)": 200

Fill in field "Max points earned by this rule": 15

If Customers purchase a product of $800.00, they will earn 15 points.

Give X points for every Y amount of Profit: The more profits get from selling

products that Customers buy, the more points they can receive.

For example, if you want to give Customers 5 points for every $200.00 of profit they

make and limit the number of points that can be earned to 15, then:

Choose "Action": "Give X points for every Y amount of Profit"

Fill in field "Points (X)": 5

Fill in field "Money Step (Y)": 200

Fill in field "Max points earned by this rule": 15

If Customers purchase a product which contributes $800.00 in profit, they

will earn 15 points.

You should select one option and fill out all the necessary information as below:

Please note that if you choose “yes” for the field “Stop Further Rules Processing” then

all other Catalog Earning rules will not be applied. If you choose “no”, the rule with the

highest priority level will be applied.

After you finish configuring, remember to click on the Save Rule or Save and Continue

Edit button to save your work. If you click on the Save Rule button, you will be navigated

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to the Catalog Earning Rule Manager page and the rule will be shown in the catalog rule

list as below:

Edit/ Delete an existing rule

In case you want to edit any catalog rule, please click on the Edit link in the Action column.

Then you will be redirected to the Edit Rule page.

After editing the rule as you want, remember to click on the Save Rule or Save and

Continue Edit button to save your work.

To delete a catalog rule, you can go to the Edit Rule page and click on the Delete button

on the top of the page.

3.2.2. Shopping Cart Earning Rules

Go to Backend > Reward Points > Earning > Shopping Cart Earning Rules

Add a new rule

In order to add a new Shopping Cart rule, you can click on the Add rule button and fill

out all the required data.

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General Information tab

You should pay attention to these following fields:

Rule Name and Description: These two fields will be shown on the My Reward

page on frontend.

Validate from and Validate to: These fields are used to configure the effective time

of the rule.

Priority: This field allows you to set up the priority level for every catalog rule. If

there are many rules, then the one with the highest priority will be applied first.

Conditions tab:

This tab allows you to configure the condition of shopping carts to which the rule is

applicable.

For example, if you want to apply this rule only for carts which have Subtotals equal to or

greater than $300, you can configure the condition as in the image below:

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If you leave this tab blank, the rule will be applied for all shopping carts.

Actions tab:

In the Action tab, you can configure the number of points that Customers will receive when

the rule is applied.

There are three options of actions for you to choose:

Give fixed X points to Customers: Customers will receive a fixed number of X

points for whatever order they place.

For example, if you want to give Customers 5 points for purchasing, then:

Choose "Action": "Give fixed X points to Customers"

Fill in field "Points (X)": 5

If Customers place an order of $100 or $1000, they will earn 5 points.

Give X points for every Y money spent: The higher the order values that

Customers place, the more points they can receive.

For example, if you want to give Customers 5 points for every $200.00 spent and

limit the number of points that can be earned to 15, then:

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Choose "Action": "Give X points for every Y amount spent"

Fill in field "Points (X)": 5

Fill in field "Money Step (Y)": 200

Fill in field "Max points earned by this rule": 15

If Customers purchase an order of $800.00, they will earn 15 points.

Give X points for every Y quantity: The more products Customers buy from your

store, the more points they can receive.

For example, if you want to give Customers 5 points for every 10 items they order

and limit the number of points that can be earned to 15, then:

Choose "Action": "Give X points for every Y qty purchased"

Fill in field "Points (X)": 5

Fill in field "Quantity (Y)": 10

Fill in field "Max points earned by this rule": 15

If Customers purchase an order of 40 items, they will earn 15 points.

Please note that if you choose “yes” for the field “Stop Further Rules Processing” then

all other Shopping Cart Earning rules will not be applied. If you choose “no”, the rule with

the highest priority level will be applied.

After you finish configuring, remember to click on the Save Rule or Save and Continue

Edit button to save your work. If you click on the Save Rule button, you will be navigated

to the Shopping Cart Earning Rule Manager page and the rule will be shown in the catalog

rule list as below:

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Edit/ Delete an existing rule

In case you want to edit any shopping cart rule, please click on the Edit link in the Action

column. Then you will be redirected to the Edit Rule page.

After editing the rule as you want, remember to click on the Save Rule or Save and

Continue Edit button to save your work.

To delete a catalog rule, you can go to the Edit Rule page and click on the Delete button

on the top of the page.

3.2.3. Manage earning points by product

Go to Backend > Reward Points > Earning > Manage earning points by product:

Then you will be redirected to the Manage Earning Points By Product page:

On this page, you can change the number of earning points for each product by 2 ways:

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- Tick the product, choose Change Point in dropdown menu of Action box. Then, fill

in the number of points you want to set.

- Double click on Earning Points column of the product you want to edit. Insert the

number of points as you prefer, then click on Ok

Please note that Earning Points for products takes priority over catalog rules, and shopping

cart rules may still apply.

3.3. Manage Spending Rates

Go to Backend > Reward Points > Spending > Spending rates

Then the Spending Rates page will be shown, allowing you to do many tasks:

Add a new rate

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In order to add a new spending rate, you can click on the Add Rate button and then fill out

all the required data such as Points spent, Discount received, Status, Limit spending

points based on, Websites, Customer groups and Priority.

For example, if you want to allow your Customers to exchange 2 points for $1 to spend on

their orders, you can enter data as in the image below:

Besides, you can also configure priority for rates. 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 or the Save

and Continue Edit button to save your work. If you click on the Save button, you’ll be

navigated to the Spending Rates manager page and your rate will be shown as below:

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Edit/ Delete an existing rate

In case you want to edit a rate, please click on Edit link in the Action column.

Then you will be redirected to the Edit Spending Rate page:

After finish editing, remember to click on the Save or the Save and Continue Edit button

to save your work.

To delete a rate, you can go to the Edit Rate page and then click on the Delete button on

top of that page.

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3.4. Manage Spending Rules

3.4.1. Catalog Spending rules

Go to Backend > Reward Points > Spending > Catalog Spending Rules

Then you will be redirected to the Catalog Spending Rule Manager page.

Add a new Rule:

First you should click on the Add Rule button. And then you should configure information

in 3 tabs:

General Information Tab:

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Conditions tab:

This tab allows you to configure the conditions of products to which the rule is applicable.

For example, you want to apply this rule only for products named Ottoman; you can

configure the condition as in the image below:

If you do not configure this field, the rule will be applied for all products.

Also, you can configure how Customers can spend points in the Action field. There are

two options for you to choose:

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Discount for every X points:

For example, if you want to configure that Customers need to spend at least 5 points

on products:

Choose "Action": "Discount for every X points"

Fill in field "Points (X)": 5

With every 5 points customers spent, they can receive a corresponding

discount. For example, 5 points can be spent to get $1, 10 points can get $2

and so on

Spend X points for every Y amount of Price:

For example, if you want to configure that Customers need to spend 5 points on

every $200.00 of product price and limit the required number of points to 15, then:

Choose "Action": "Spend X Points for every Y amount of price"

Fill in field "Points (X)": 5

Fill in field "Money Step (Y)": 200

Fill in field "Max points required to spend": 15

If the price of the product is $800.00, Customers can use 15 or 30 or 45

points for 1 or 2 or 3 times of discount to buy it.

Actions tab:

In the Action tab, you can configure how prices of products are discounted after

Customers use points:

There are four discount types:

By Fixed Amount

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To Fixed Amount

By Percentage of the original price

To Percentage of the original price

Let’s take an example, to give a discount of $10 or to $10 for every X points and apply the

discount 5 times maximum per product, you can configure as below:

Choose “Discount Type”: "By a fixed amount" or "To a fixed amount"

Fill in field "Discount Amount": 10

Fill in field "Uses Allowed Per Product": 5

With the discount "By a fixed amount" of $10.00 and "Uses Allowed Per

Product" equal to 5, a $200.00 product will have its price down to $90.00 for

the first time of spending points, to$180.00 for the second time and so on

until reaching $150.00 for the last time (5th time).

After being saved, the rule which has just been created will be shown as below:

Edit/ Delete an existing rule

In case you want to edit any catalog spending rule, please click on the Edit link in the

Action column. Then you will be redirected to the Edit Rule page.

After editing the rule as you want, remember to click on the Save Rule or Save and

Continue Edit button to save your work.

To delete a catalog rule, you can go to the Edit Rule page and click on the Delete button

on the top of the page.

3.4.2. Shopping Cart Spending Rules

Go to backend > Reward Points > Spending > Shopping Cart Spending Rules

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Then you will be redirected to the Shopping Cart Spending Rule Manager page.

Add a new Rule:

First you should click on the Add Rule button. And then you should configure information

in 3 tabs:

General Information Tab:

Conditions tab:

This tab allows you to configure the conditions of shopping carts to which the rule is

applicable.

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For example, you want to apply this rule only for shopping carts of subtotals equal to or

greater than $300, you can configure the condition as in the image below:

If you do not set up this field, the rule will be applied for all carts.

Also, you can configure how Customers can spend points in the Action field. There are

two options for you to choose:

Give discount for fixed X points: Customer can ONLY spend X points on whatever

order they place.

For example, If you want to allow Customers to spend 5 points only on a shopping

cart to get the discount, then you can configure as below:

Choose "Action": "Give discount for fixed X points"

Fill in field "Points (X)": 5

If Customers place an order of $500.00 or $800.00, they can spend only 5

points in both cases.

Give discount for every X points: Customers can receive discounts proportionally

to the number of points they spent.

If you want to give discount for every 5 points Customers spend on the order and

limit the number of points that can be used to 15, then:

Choose "Action": "Give discount for every X points"

Fill in field "Points (X)": 5

Fill in field " Max points spent by this rule": 15

With every 5 points customers spent, they can receive a corresponding

discount. For example, 5 points can be spent to get $1, 10 points can

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get $2.00 and so on. But they cannot use more than 15 points as that is the

max points that can be spent by this rule.

Actions tab:

In the Action tab, you can configure how prices of products are discounted after

Customers use points:

There are two discount types:

Fixed amount discount for whole cart

Percentage amount discount for whole cart

Let’s take an example, if you want to give a discount of $10 or 10% for X points (configured

in the Conditions tab), then you can configure as below:

Choose "Action": "Fixed discount amount for the whole cart" or "Percent discount

amount for the whole cart"

Fill in field "Discount Amount": 10

An order of $200.00 can be discounted to $190.00 with action "Fixed

discount amount for the whole cart" or to $180.00 with action "Percent

discount amount for the whole cart".

Besides, you can configure the condition of products on shopping cart to apply the rule.

For example, if you want to apply the rule only for orders having products belonging to the

furniture category, you can set up the data as in the image below:

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After being saved, the rule which has just been created will be shown as below:

Edit/ Delete an existing rule

In case you want to edit any shopping cart spending rule, please click on the Edit link in

the Action column. Then you will be redirected to the Edit Rule page.

After editing the rule as you want, remember to click on the Save Rule or Save and

Continue Edit button to save your work.

To delete a shopping cart rule, you can go to the Edit Rule page and click on the Delete

button on the top of the page.

3.4.3. Manage Spending Points By Product

Go to Backend > Reward Points > Spending > Manage spending points by product:

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Then you will be redirected to the Manage Spending Points By Product page:

On this page, you can change the number of spending points to purchase each product by

2 ways:

- Tick the product, choose Change Point in dropdown menu of Action box. Then, fill

in the number of points you want to set.

- Double click on Spending Points column of the product you want to edit. Insert the

number of points as you want, then click on Ok.

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You can also set products to buy with points by going to Catalog > Manage Products. On

the Product Manager page, click on your wanted product. Here, in General tab, you will find

the field to fill in the number of points that can be used to purchase it.

Please note that your customers only purchase these products by using point but cannot

using money to purchase them.

3.5. Manage transactions

Go to Backend > Reward Points > Transactions

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Then all the transactions related to reward points will be shown as below:

On this Transaction Manager page, you can view a list of all point transactions together

with many general information including Customer, Transaction Type, Points Used, etc.

Moreover, you can filter and search for the information you want as well as export this table

to CSV/XML/Excel files.

You can Complete, Cancel or make transactions expire by choosing the status in the

Action dropdown list and checking checkboxes of those transactions you like before

clicking on the Submit button.

To view details of each transaction, you can click on the corresponding row:

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In order to add a new transaction, you can click on the Add Transaction button, fill out all

the required data and then click on the Save Transaction button.

3.6. Manage Point Balances of Customers

Manage Point Balances

- Go to Reward Points > Manage Point Balances

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Then, the Reward Point Balance Manager page will be shown. Here you can see the

information of customers and their current point balance. To view in details, click on View

link in Action column.

Moreover, you can also import/export customers’ points to your system via csv files.

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- Another way to manage point balances is to go to Customers > Manage

Customers

On the Customer Manager page, you can choose the Customer you want to change

balance by clicking on the Edit link in the Action column.

After clicking on the Reward Points tab, all of that Customer’s information will appear as

below:

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Reward Points Information: In this session, you can change the Customer’s balance

by filling an integer in the Change Balance field. For example, if you enter 5, then 5

points will be added to that customer’s balance and vice versa, “-5” means that

Customer’s balance will be deducted 5 points.

Also, you can configure other information like Update Points Subscription or Expire

Transaction Subscription

Transaction history: This part lists all of that Customer’s transactions:

Change Point Balances

There are two ways to change point balances of customers.

- You can change point balances for each customer by entering the Change

Balance in the Reward Point session of Customer information page. After you

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save, the Available Points Balance will be updated.

- Another way is that you can change point for many customers at the same time by

importing points from csv file. Go to Reward Points > Manage Point Balances. On

this page, the list of customers will be shown with Point Balance column.

Next step, you need to click on Import Points button, the Import Points page will be

shown so that you can import file from your computer. Please download the sample

file, edit customers’ information then import it. After being imported successfully, the

Point Balance of customers will be updated.

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Besides, you can also export csv file from the list of customers in Reward Point

Balances Information page. You can also use this file to import again.

3.7. Create and refund orders

Go to Sales > Orders

Then the System will display all Customers’ orders. Now, let’s see how Reward Points -

Standard edition is used in creating and refunding orders.

Create Orders

First, please click on the Create new Order button to see the Order form.

After selecting a Customer, a store and adding Products, you will see the Use Customer

Reward Points box in which you can set up the number of points the Customer will spend

for his order.

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The Order Totals box will also display the number of points that Customer will spend:

After filling out all the required fields, please click on the Submit Order button to finish

creating the new order. Then the Order totals box shows the total spent point

Refund orders

When Customers refund orders, you can decide how many points to refund them as well

as how many points to get back from them. By default, the System will set those values as

the number of points that Customer spent and the number of points that Customer earned

respectively.

First, please choose the order your Customer wants to refund by clicking on the View link

in the Action column. Then the order will appear as below:

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Now, please click on the Credit Memo link to process the order refund. In the Refund Total

box, you can choose to refund a number of points you like among those that the Customer

spent and get back a number of points among those that he earned.

After that, please click on the Refund Offline button to finish your refunding.

3.8. Customer Behavior Earning Rules

Go to Reward Points > Earning Rates > Behavior Earning Rules

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Then you will be navigated to the Customer Behavior Earning Rules page:

Login

No Field If you choose Result will be

1 Points earned for logging in 1 Customers earn 1 point for

logging in

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2 Show collectible points of

logging in

Yes The collectible number of

points of logging in is shown

on frontend.

Sign up and Subscribe to Newsletters:

No Field If you choose Result will be

1 Point earned for signing up 5 Customers earn 5 points for

signing up.

2 Point earned for

subscribing to newsletters 10

Customers earn 10 points for

subscribing to your

newsletters.

3 Show collectible points of

signing up Yes

The collectible number of

points of signing up is shown

on frontend.

4 Show collectible points of

subscribing to newsletters Yes

The collectible number of

points of subscribing to

newsletters is shown on

frontend.

Rate Products:

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No Field If you choose Result will be

1 Points earned for rating a

product 4

Customers earn 4 points for

rating a product.

2 Max points earned for

rating products 50

Customers can earn 50 points

per day at most for rating

products.

3 Show collectible points of

rating a product Yes

The collectible number of

points of rating a product is

shown on frontend.

Review Products:

No Field If you choose Result will be

1 Points earned for

reviewing a product 5

Customers earn 5 points for

reviewing a product.

2 Maximum points earned

for reviewing products 50

Customers can earn 50 points

per day at most for rating

products.

3 Show collectible points of

reviewing a product Yes

The collectible number of

points of reviewing a product

is shown on frontend.

Tag Products:

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No Field If you choose Result will be

1 Points earned for tagging a

product 3

Customers earn 3 points for

tagging a product.

2 Maximum points earned for

tagging products 50

Customers can earn 50 points

per day at most for tagging

products.

3 Show collectible points of

tagging a product Yes

The collectible number of points

of tagging a product is shown on

frontend.

Take Polls:

No Field If you choose Result will be

1 Points earned for taking poll 3 Customers earn 3 points for

taking poll.

2 Maximum points earned for

taking poll 50

Customers can earn 50 points

per day at most for taking poll.

3 Show collectible points of

taking poll Yes

The collectible number of points

of taking pollis shown on

frontend.

Customer's Birthday:

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No Field If you choose Result will be

1 Points earned for

customer's birthday 3

Customers earn 3 points on

their birthdays.

2 Show collectible points of

Customer's birthday Yes

The collectible number of

points for Customer's birthday

is shown on frontend.

3

Enable email sent to

Customers for their

birthdays

Yes A notification email is sent to

Customers on their birthdays.

4

Email template sent to

Customers for their

birthdays

This is the notification mail

template sent to Customers for

their birthdays.

Like/share via Facebook:

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No Field If you choose Result will be

1 Show Facebook like button

on frontend Yes

Facebook like button is shown

on frontend.

2 Show Facebook like counter

on frontent Yes

Facebook like counter is

shown on frontend

3 Points earned for Facebook

like 1

Customers can earn 1 point

for liking link via Facebook.

4 Maximum points earned for

Facebook like 10

Customers can earn 10 points

per day at most for Facebook

like

5

Show Facebook share

button on frontend Yes

Facebook share button is

shown on frontend

6

Point earned for sharing

links via Facebook 1

Customers can earn 1 point

for sharing links via Facebook

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7 Maximum point earned for

sharing links via Facebook 10

Customers can earn 10 points

per day at most for Facebook

like

8 Minimum interval between

like/share 1

This is the minimum interval

between 2 different Facebook

Like or Share in order for

Customers to be rewarded

Tweeting via Twitter:

No Field If you choose Result will be

1 Points earned for tweeting

via Twitter 5

Customers earn 5 points for a

Twitter tweet.

2 Max points earned for

tweeting on Twitter 100

Customers can earn 100

points per day at most for

Twitter tweets.

3 Minimum interval between

tweets 100

Customers have to wait 5

seconds for the next tweet.

4 Show Twitter tweet button

on frontend Yes

Twitter tweet button is shown

on frontend.

5 Show Twitter tweet count

button on frontend Yes

Twitter tweet count button is

shown on frontend.

+1 via Google:

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No Field If you choose Result will be

1 Points earned for +1 via

Google+ 5

Customers earn 5 points for a

+1.

2 Max points earned for +1

via Google+ 50

Customers can earn 50 points

per day at most for +1s.

3 Minimum interval between

+1s 5

Customers have to wait 5

seconds for the next +1.

4 Show Google+ button on

frontend Yes

+1 button is shown on

frontend.

5 Show Google+ count

button on frontend Yes

Google+ count button is

shown on frontend.

Pin via Pinterest

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No Field If you choose Result will be

1 Show Pin it button on

frontend Yes

Pin it button is shown on

frontend.

2 Show Pin it counter on

frontent Yes

Pin it counter is shown on

frontend

3

Point earned for pin via

Pinterest 1

Customers can earn 1 point

for pin via Pinterest

4 Maximum points earned for

pin via Pinterest 10

Customers can earn 10 points

per day at most for Pin it

5 Minimum interval between

two pins 1

This is the minimum interval

between 2 different pins in

order for Customers to be

rewarded

Show collectible points via social channels

No Field If you choose Result will be

1 Enable Yes

The collectible number of points for

activities via Facebook, Twitter,

Pinterest and Google+ is shown on

frontend.

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2 Pages to display Homepage

Buttons for sharing via Facebook,

Twitter, Google+ and Pinterest are

displayed on homepage.

3.9. Special Referring Friends Offers

3.9.1. Manage Offers

Go to Reward Points > Special Referring Friends Offer > Manage Offers or click on

Manage Special Offers link on Settings page

You can see the Special Offer Manager page shown as below:

This page shows you information of special offers in your site including title, website,

customer groups, effective date, status and priority.

You can delete or change status of special offers one by one or in bulk.

You can easily search for any information you want from the list by using filters.

Add Special Offer:

If you want to add a special offer, you can click on the Add Special Offer button at the

top-right of the page. The Add Special Offer page will be shown as below:

General Information

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In this tab, you should pay attention to the following fields:

- Title: The title of the Special Offer shown in frontend.

- Offer description shown for Referrals: The description shown on the Refer

Friends page.

- Offer description shown for invited Customers: The description shown for the

invited Customers after they click on the referring link.

- Validate from/ Validate to: The effective time of the special offer.

- Priority: The special offer with the highest priority will be applied first.

Condition

This tab allows you to configure the condition to apply to this special offer. For example, if

you wish any order with subtotal equal to or greater than $1000 would be eligible to this

offer, you can configure as below:

Action

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In this tab, you can configure the actions to do with the offer such as the number of

points they will get per purchase made by their friends or the discount value the referred

friends can get if they make a purchase.

You should notice the following fields:

- Action and Points (X):

Give X points to Customers: This option defines Customers will get X points

per purchase made by their friends. For example, if you select this option and

configure as below, Customers will get 5 points when their friends make a purchase.

Give X points for every Y money spent: With this option, Customers will get

X points for every Y amount of money their invited friends spend. For example, if X

equals to "1" and Y equals to "300", Customers will get 1 point for every $300 spent

via the referring link.

Give X points for every Y qty purchase: With this option, Customers will get

X points for every Y items of products their invited friends buy. For example, if X equals

to "1" and Y equals to "2", Customers will get1 point when their friends purchase 2

items with the referring link.

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- Stop processing further rules: If you select "Yes", in the case an order satisfies more

than one special offer, our module will apply it to the offer with the highest priority only.

- Discount type: It is the type of discount that invited Customers will get with the

referring link. You can select "Fixed" or "Percentage".

- Discount value: It is the value of the discount that invited Customers will get.

Besides setting Commission for referral and Discount for invited friends, you can set

rules to limit the products which can be applied to this offer.

Do not forget to click on the Save or Save and Continue button to save your work.

Edit Special Offer:

In order to edit a special offer, you can click on its row on the Special Offer Manager

page. The Edit Special Offer page will be shown as below:

After making changes to your special offer, remember to click on the Save or Save and

Continue button to update your offer.

3.9.2. Manage Coupon Codes

Go to Reward Points > Special Referring Friends Offer > Manage Coupon Codes.

You can see the Coupon Code Management page shown as below:

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This page shows list of all customers with referral coupon of each one. You can print one

or multi coupon by selecting on checkboxes and choose Print Coupon Code on the

mass-action, then click on Submit button to print them out.

The template of coupon code after printing will be shown as bellow:

3.10. Settings

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Go to Backend > Reward Points > Settings

Then you will see 9 tabs to configure. Let’s go step by step to configure these tabs.

3.10.1. General Configuration

- Enable Reward points: Choose “Yes” if you want to enable Reward Points – Standard

edition.

- Label for Point: You can give “point” another name to fit with your store such as Gold,

Star, etc. If empty, the default label “Point” will be used.

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- Label for Points (plural): You can give “points” another name to fit with your store

such as Gold, Stars, etc. If empty, the default label “Points” 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.

- Use Reward Policy page: Choose “yes” if you allow showing the Reward Policy link

on the left navigation.

- Reward Policy page uses CMS: This is the CMS page displayed when Customers

click on the Reward Policy link.

- Use Reward Welcome page: Choose “yes” if you allow showing the Reward Point link

on the footer.

- Reward Welcome page uses CMS: This is the CMS page displayed when Customers

click on the Reward Point link.

3.10.2. Earning Points Configuration

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No. Field If you choose… Result will be…

1 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.

2 Points expire after 10 Points can only be used within 10

days after being earned.

3 Number of points in

balance allowed

1000 A Customer can have 1,000 points

in his balance at maximum.

4 Earn points from tax Yes You allow Customers earn points

from tax.

5 Earn points from Shipping

fee

Yes You allow Customers earn points

from shipping fee.

6 Allow earning point when

using points to spend

Yes You allow Customer receive points

from order whes using points to

spend.

7 Allow receiving points when

invoice is created

Yes Points are recorded in Customer’s

balance when his invoice is

created.

8 Hold point transactions for 2 Transactions from which

Customers can earn points are

held for 2 days before points are

actually rewarded to Customers.

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3.10.3. Spending Points Configuration

No. Field If you choose… Result will be…

1 Minimum redeemable points 100

Customers have to redeem at

least 100 points.

2 Maximum spending points

per order

200 Customers can spend 200 points

at maximum on an order.

3 Use maximum points at

checkout by default

Yes On cart page or checkout page,

the “Maximize my discount with

points” checkbox will be checked

by default

4 Allow using points for

Shipping Fee

Yes You allow using points for

Shipping Fee.

3.10.4. Display Configuration

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No. Field If you choose… Result will be…

1 Show total point balance next to My

Account link

Yes

The point balance will be

shown next to My Account link

2 On Product Page Yes The points collected will be

shown on Product page

3 On Minicart Yes The points collected will be

shown on Minicart

3.10.5. Email Configuration

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No. Field If you choose… Result will be…

1 Enable email notification

Yes

System will send notification

emails automatically to

Customers.

2 Sender Sales

representative

This will be the name of the

sender in notification emails.

3 Template of email sent to Customer

when point balance is updated

Choose the template emails

that you want to send to

Customer when point balance

is updated

4 Template of email sent to Customer

before a transaction expires

Choose the template emails

that you want to send to

Customer before a transaction

expires

5 Send reminder email before a

transaction expires

7 Notification email will be

automatically sent to remind

Customers 7 days before the

transaction expires.

Remember to click on Save or Save and Continue Edit button to save your configuration.

Go to Reward Points > Settings

No Field If you choose Result will be

1 Enable Plugin Yes Behavior plugin is enabled.

Go to Backend > Setting > Report Plugin Configuration

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No. Field Sample Description

1 Year-To-Date Starts January 1𝑠𝑡 The starting day of reports

2 Current Month Starts 01 The report shows data from

the starting day of the current

month to the current day of

that month.

In backend, go to System > Configuration > Reward Points > Refer Friends Plugin

Configuration

You can enable/disable the Refer Friends plugin by choosing Yes/No in the dropdown

list:

No Field Sample Description

1 Enable Refer Friends

plugin

Yes Choose to use Refer Friends plugin

on your site

2 Landing page The page that Customers are

redirected to when clicking on the

referral link via Email, Facebook,

Twitter, Google+. If empty, they will

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be navigated to Referring Policy

page.

3 Number of points

earned for an invited

friend’s registration

2 Customers can earn 2 points when

they invite friend’s registration

3.10.6. Referring Friends Plugin Configuration

Manage Offers

Just need to click on Manage Special Offer link, you will redirected to Manage Offers page

quickly to setup Referral Policy. Please refer 3.2. Special Offers for detail.

Referring method(s):

No. Field Sample Description

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1 Select method Link/Coupon The method Customers can use to

refer friends.

2 Allow customer to

change referral link

Yes Customers will be able to change

the referral link on Refer friend

page

3 Allow customer to

change referral coupon

Yes Customers will be able to change

the referral coupon on Refer friend

page

4 Coupon code pattern 10 The character arrangement in the

coupon code if the coupon referral

method is enabled.

5 Apply for current

Customer

Yes The referring method(s) will be

applied for people who have

already purchased on the site

6 Maximum number of

order to earn points

after referring friends

2 The number of orders each invited

friend can earn points. If empty or

zero, there is no limitation

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Sharing via email:

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No. Field Sample Description

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1 Enable Sharing via

Email Yes/No

If you select Yes, Customers can

share links/coupons via email.

2 Default subject 10 The subject of the referral email.

3 Link shared in email The link shared in the referral email.

4 Default shared

message

The default message in the referral

email.

5 Enable captcha on

email Yes/No

If you select Yes, Customers have

to type a captcha before sending

email.

6 Max emails sent per

day 10

The maximum number of referral

emails that a customer can send

per day.

7 Yahoo Application ID The ID, Consumer Key, Consumer

Secret to get the Customers’ Yahoo

contact list.

8 Yahoo Consumer Key

9 Yahoo Consumer

Secret

10 Google Consumer Key The Consumer Key, Consumer

Secret to get the Customers’ Gmail

contact list. 11

Google Consumer

Secret

*Notes:

For Yahoo email, you need to register to get information of Yahoo Application ID,

Yahoo Consumer Key and Yahoo Consumer Secret.

Click on Register to Yahoo link and you will be navigated to the registration page.

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Remember to fill your information as required. Then, you will be directed to My App page

of Yahoo. Click on the app you want and get what you need for configuration

For Google email, you need to register to get information of Google Client ID and

Google Client Secret.

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Click on Register to Google link and you will be navigated to the registration page. On

this page, you can create a new project by heating the Create Project button or choose

your available project.

After that, in the left column, go to API & auth > Credentials. Get the Client ID and Client

Secret to fill in the corresponding fields

Sharing via Facebook/Twitter/Google+:

No. Field Sample Description

1 Enable Sharing via

Facebook/Twitter/Google+

Yes/No If you select Yes, Customers can share

links/coupons via

Facebook/Twitter/Google+

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2 Link shared on

Facebook/Twitter/Google+

The referral link shared on

Facebook/Twitter/Google+

3 Facebook/Twitter message The default message along with the

referral link shared on Facebook/Twitter

*Notes:

Unlike Twitter & Google+, sharing via Facebook needs configuration about Application ID

and Application Secret

To get information for this configuration, click on the Register to Facebook link. You will be

navigated to the My App page on Facebook. To create a new app, heat the Add a New

App button in the right corner or choose your available app. After that, you will see your

app information as below:

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Get the information of App ID and App Secret to fill in the corresponding fields in backend.

3.10.7. Behavior Plugin Configuration

- Enable Behavior Plugin: Choose Yes if you want to use this plugin

3.10.8. Rules Plugin Configuration

- Enable Rules Plugin: Choose Yes if you want to use this plugin

- Show Earning Rule on Shopping Cart Page: If you choose Yes, after adding products

to cart, on Shopping Cart Page, customers can see how they can earn more points.

3.10.9. Report Plugin Configuration

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- Year-To-Date Starts: The report will be shown from the date you configure here.

- Current Month Starts: Select the day of the month to be used as the starting point for

reports.

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Contact us:

www.magestore.com

magestore.zendesk.com

[email protected]

+1-606-657-0768

1750 Montgomery Street 1st Floor, San

Francisco, CA 94111, United States.