Rewards Points - Configuring Spending Rules
Overview
Spending Rules are much simpler than earning them since they only define the rate, at which points can be converted to discounts. This can only be managed by the Marketplace Owner.
NOTE: Points can be spent when a customer uses a special block. It will appear on both the Cart and the Checkout pages when the following conditions are met:
- Options Marketing > Reward Points > Settings > Display are enabled when;
- At least one Spending Rule is defined and activated;
- Customer has enough points on his balance;
- The Customer and his Cart fits in the conditions for Spending Rule(s).
To create a new Spending Rule, go to Marketing > Promotions > Reward Points > Spending Rules and press the button Add New.
The rule edit page that will appear is divided into the different sections.
General Information
Field | Notes |
Rule Name | The type of the rule. It is used for internal purposes only. |
Display Name | This gives a vivid explanation to your customers. It can be found in your client's account, thus bringing to your clients, valuable information, or pieces of information on the rule (way) to spend the points in your store. |
Is Active | Set to Yes if you would like to activate this rule. |
Active From, Active To | Sets the period of rule activity. |
Websites | Choose which marketplace this rule will apply to. |
Customer Group | Choose which Customer Groups the rules can be applied to. |
Stop further rules from processing | If enabled, no other rule will be applied if this applies. This will be based on priority. |
Priority | The order, which will be used in sorting out a variety of rules before they can be applied. Arranged in the ascending order. 0 is the highest. |
Conditions
Spending Rule applies only on the Cart as a whole, so the conditions in this section look like that found in Cart conditions. Refer to Cart Earning Rule section for detailed descriptions of them.
Actions (what to apply it to)
Applies the rule only to cart items matching the following conditions. Refer to the Cart Earning Rule section for detailed descriptions of them
Actions (how it is applied)
This section defines how points are converted into a discount.
Field | Notes |
Points spending style | This defines the basic strategy used in converting points. Flexible - allows spending points to be in proportion to the For each spent X points. For example, for the rule where a customer gets a dollar($1) discount for 10 points, the customer can spend 15 points and get a $1.5 as his discount. Fixed - allows the customer to spend points strictly for multiplication of the For each spent X points. For example, for the rule where a customer gets a dollar($1) discount for 10 points, the customer can spend only 10 or 20 or 30 or more. |
For each spent X points | Defines the minimum number of points that can be traded for discounts. If Flexible Points spending style is used, then it is used on proportional bases. |
Customer receive Y discount | Defines the amount of currency that should be traded subject to the number of points available (property above). |
Spend minimum | The minimum number of points that should be spent on one Cart. It is used mainly for Flexible Points spending style. The percentage value limits the minimum discount that a customer can apply for per sale. |
Spend maximum | This is the maximum number of points that a customer can spend on one Cart. The percentage value limits the maximum amount of discount that a customer can receive per sale. |
To allow a customer to spend their points, you must create at least one spending rule. Otherwise, the spending blocks on Cart and Checkout pages will not appear for the customers.
Saving and editing the spending rule
Once you have completed configuring the rule, you can select from the top of the page to Save or Save and Continue Edit if you would like to make further changes.
To edit an existing rule from the Spending Rules grid, simply click on an existing rule from the table. This will open the Rule Edit page.
You may also select to do bulk options by using the checkbox on the left of the table, and selecting the rules you would like to modify and then from the top left Actions dropdown, you can choose to Delete, or Enable/Disable the rule.
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