Rewards Points - General Configuration

Rewards Points - General Configuration

Rewards Points allows customers to earn points for different actions, and earn additional points from the so-called thresholds (on reaching some tier of sales amount, for example), and even earn from sharing links on most popular social media networks.

Points earned can be spent on orders, as a dynamic discount, and even used to pay for orders completely.

General Configuration

Configuration of the Rewards Points is only available by Marketplace Owners. There are 2 ways to access the Configuration of the Rewards Points:

  1. Marketing > Promotions> Rewards Points > Top dropdown > Settings





  2. Stores > Settings > Configuration > Mirasvit Extensions > Reward Points


Once here, you will be able to set a variety of options as seen below.


The fields are as follows:

General Settings

Field
Notes
Point Unit Name
Name of unit for points
(e.g. Loyalty Point(s), Gold Coin(s)).
Reward points expire after, days
The number of days after which points will be expired. If you don't need this feature, leave this field empty.
Approve earned points on invoice
If enabled, points earned will be added to the customer's account after creating a new invoice for the order.
Approve earned points on shipment
If enabled, points earned will be added to the customer's account after creating a new shipment for the order.
Approve earned points if order has status
If the order has one of the selected statuses from the list, points earned will be approved.

Generally, the earned points should be set after a purchase - which have the following status:
Processing
Complete
Closed

However depending on your marketplace workflow, you can also include or change when the points are earned.
Delay usage of rewards points for, days
If enabled, points earned will be added to the customer's account after X days. This option works only with cart earning rules.
After account login, redirect a customer to My Reward Points section
If enabled, a logged-in customer is redirected to the page with his or her reward points. Otherwise, the customer is redirected to the marketplace homepage.
Cancel the earned points after the order has been refunded
If enabled, points earned will be cancelled after creating a new credit memo for an order.
Restore the points spent after the order has been refunded
If enabled, the points spent will be restored after creating a new credit memo for an order.
Include discount for Earning Rules
If enabled, it allows you to include a discount to calculations of points earned (this applies only to Cart Rules)
Include tax for Earning Rules
If enabled, it allows you to include tax to the amount, from which points earned are calculated
Include tax for Spending Rules
If enabled,it allows you to include tax to the amount, eligible for paying by points (this applies only when Stores -> Configuration -> Sales -> Tax -> Calculation Settings -> Apply Customer Tax is set to Before Discount).
Apply Spending Points Discount After Tax
The discount can be applied using the default settings (before taxes or after taxes) and specifically after taxes.
Allow to earn points from shipping charges
If enabled, earned points will be added to the customer's account on shipping charges.
Allow to spend points for shipping charges
If enabled, the customer will be able to spend earned points on shipping charges.
Allow to place orders with grand total = 0
If enabled, the customer will be able to place orders and earn points with a total = 0.
Allow to display product points as currency equivalent
This option allows customers to see points awarded for a particular product as their potential money equivalent. It is calculated from rates defined in the spending rules and assumes that points earned for this product were spent with the highest possible rate. This calculation, however, does not include conditions defined in spending rules - as they can be applied only in the cart - so this option shows only the approximate money amount.
Allow the display of maximum number of possible points for configurable products
This option allows customers to display the number of points on pages of configurable products. These points are calculated as though a customer picked the options with maximum values.

Notification Settings

Field
Notes
Email Sender
An email used to send mails to customers.
Balance update Email
Template for balance update notification.
Transaction inactive Email
Template for balance updates giving notification of transactions with delayed usage of points.
Points expire Email
Template for points expiration notification.
Send notification before points expire (in days)
Number of days before which the extension sends a points' expiration notification to the customer.

Tiered Rewards Program

Field
Notes
Switch between tiers based on
Allows selecting the way to switch between tiers.
Use orders in status
Enabled if "Switch between tiers based on" is selected as "sum of spent $". This option defines what orders are included in "sum of spent $"
Include Tax
Enabled if "Switch between tiers based on" is selected as "sum of spent $". This option defines if the tax is included in "sum of spent $"
Include Discount
Enabled if "Switch between tiers based on" is selected as "sum of spent $". This option defines if the discount is included in "sum of spent $"
Include Shipping
Enabled if "Switch between tiers based on" is selected as "sum of spent $". This option defines if the shipping is included in "sum of spent $"
In determining tiers, take into account that it only lasts for N days
This is the period which the Reward Points module uses to track the customer’s money or points spending for his or her tier calculation.
Automatically move the customer to a lower tier if he or she does not meet minimum tier requirements
If this option is enabled, the customer’s tier will be lowered if his or her money and points spending activity for the last N days is below the current tier requirement. This works when Determine customer’s tier based on his activity in the last N days is not 0.

Referrals

Field
Notes
Invitation Email Template
Template for the invitation of referrals.
Enable Referral System
Enables referral system.

Display Options

Field
Notes
Show rewards points menu on frontend
If enabled, Reward Points menu item will appear on the My Account menu.
Show rewards points on category page
If enabled, Reward Points will display not only on product pages but also in product cells at Category pages.
Show the number of points on the product page
If enabled, customers will see the approximate amount of points they will earn for buying the product
Show pending transactions in the customer's account
Activates the display of orders with pending status on the History tab of My Reward Points page in the customer’s account.
Checkout Notification
This notification can be displayed when a customer has no reward points on his or her account to apply at checkout. Compose the message using variables for customer name, store URL, store name, and balance of customer account.

Use this option to explain to your customer why the Rewards spending block isn't displaying in checkout

You can use the following variables:
{{var customer.name}} - customer name
{{store url=""}} - marketplace URL
{{var store.getFrontendName()}} - marketplace name
{{var balance_total}} - balance of customer account (e.g. 100)
{{var balance_total_formatted}} - formatted balance of customer account (e.g. 100 Rewards Points)

Advanced Settings

Field
Notes
Spending discount calculation method
The calculation of the spending discount can be applied to the cart total of cart items.
Round earning points down
As points can not be fractional, this option allows you to control how to round them: to the nearest lowest or highest number
Custom Behavior Events
Allows you to add custom behavior rules using this format: rulecode, rulename. You can insert the code in place of where the points should be charged:


  1. $eventManager = $this->_objectManager->get('Magento\Framework\Event\ManagerInterface');
  2. $eventManager->dispatch('mirasvit_rewards_behavior_rule_process', ['code' => 'rulecode', 'attr' => attribute]);

EG: For example, to create a rule for the event 'user name changed' you should insert in the field Custom Behavior Events: customer_change_name, Change customer name rule

Then you can insert the following code:

  1. $eventManager = $this->_objectManager->get('Magento\Framework\Event\ManagerInterface');
  2. $eventManager->dispatch('mirasvit_rewards_behavior_rule_process', ['code' => 'customer_change_name', 'attr' => $customer->getName()]);

Force to apply styles
Activate this option to add the extension's styles to the page in case the store’s theme overrides the default methods of including styles. Generally leave this set to No

Affiliate

This requires an additional module and is not part of the standard implementation - so you can ignore this setting.


Saving the configuration

Once you have updated all of the fields you need to, you can simply select Save Config from the top right of the page.



    • Related Articles

    • Rewards Points - Configuring Earning Rules

      Overview Earning Rules define ways by which customers earn points. These can be managed by the Marketplace Owners. To create a new Earning Rule, navigate to the Marketing > Promotions > Reward Points > Earning Rules and press the button Add New. ...

    • Rewards Points - Additional Configurations and Options

      Overview The main configuration/feature of the rewards points module is to allow customers to earn and spend any points they obtain - however there are additional tabs in which you can access a few additional options or reports. You can access these ...

    • 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 ...

    • Rewards Points - Modifying a Customer's Rewards Points Balance

      Marketplace Owners have the ability to modify a customer's rewards points balance from the backend of the platform. First, once signed in to the platform as a Marketplace Owner/Administrator, navigate to Customers > All Customers. Here, you will be ...

    • Creating and Verifying your Escrow account via checkout (For Customers Only)

      Account Creation As a customer, you can create your own Escrow account during the checkout process on the marketplace. When selecting Escrow as the payment method (and you aren't signed in to Escrow already), you will be taken to the Escrow website ...