Magento 2 Reward Points

Magento 2 Reward Points

Magento 2 Reward Points module allows the admin to reward their customers with points. The admin can allocate reward points to the customers based on their purchases(product wise/category wise/cart amount wise) or activities(registration/product reviews) they perform in the web store. The customers can redeem their points at the checkout.

Features

  • The module can be enabled or disabled by the admin.
  • Reward points for customer activities managed by the admin.
  • Shopping cart rules add/manage by the admin.
  • Admin can add/manage reward points for all or certain products/categories.
  • Reward points for the customers for their purchases, posting a new product review and registering on their web store.
  • Admin can track the reward points transaction history of all the customers.
  • Customers can redeem their points at the checkout page for their new orders.
  • Customers can track their reward points via their accounts and email notifications.

Installation

Customers will get a zip folder and they have to extract the contents of this zip folder on their system. The extracted folder has an src folder, inside the src folder you have the app folder. You need to transfer this app folder into the Magento2 root directory on the server as shown below.

INSTALLATION

After the successful installation, you have to run these commands in the Magento2 root directory.

First command – php bin/magento setup:upgrade

command1-upgrade-3

Second Command – php bin/magento setup:di:compile

command2-compile-2

Third Command – php bin/magento setup:static-content:deploy

command3-deploy-1

After running the commands, you have to flush the cache from Magento admin panel by navigating through->System->Cache management as shown below.

INSTALLATION

Multi-Lingual Configuration

For Multilingual support, please navigate to Store>Configuration>General >Locale Options. And select your desired language from the Locale option.

change-language-magento-2-locale

Language Translation

For module translation, navigate to the following path in your system app/code/Webkul/RewardSystem/i18n/en_US.csv.
Open the file named en_US.CSV for editing as shown in the below screenshot.

LANGUAGE TRANSLATION

Then replace the words after the comma(,) on the right in the file with your translated words.

language translation

After editing and translating the CSV file, you need to save the translated file name according to your region language and country code such as – de_DE.CSV. Followed by uploading the translated file to the same folder from where you have obtained it. Now your module translation is complete.

Language translation

Module Configuration

After the successful installation, the admin can configure the module by navigating to Stores>Configuration>Webkul>Reward system.

MODULE CONFIGURATION

Here the admin can:

  • Enable Reward System Module: Enable/disable the “Magento 2 Reward System” module by selecting either “Yes” or “No”.
  • 1 Reward Point Value is Equals to: Set the value of one reward point in terms of money for the customer.
  • Maximum Reward Points can Assign to a Customer: Set the maximum limit for allocating the reward points to the customer.
  • Maximum Reward points can use by a Customer: Set the reward points limit for the customers which they can use at a time.
  • Allow Reward Points on Registration: Enable/disable the reward points allocation to the customer while registering.
  • Reward Points on Registration: Set the reward points allocated to a customer for registering themselves.
  • Allow Reward Points on Product Review: Enable/disable the reward points allocation to the customer for submitting the product reviews.
  • Reward Points on Product Review: Set the reward points allocated to a customer for submitting the product reviews.
  • Order Placed Reward Points Calculation Based on: Set the Cart/Product/Category as the basis for the reward points calculation for the order placed from the drop down list.

NOTE: “Rewards Applied Product’s quantity Wise” option becomes visible when “Order Placed Reward Points Calculation Based on” option set to “Product Based”.

MODULE CONFIGURATION

If “Rewards Applied Product’s quantity Wise” option set to “Yes” then reward will apply product’s quantity wise else not if selected “No”.

Registration Reward Points

This module allows the customers to easily avail the registration reward points if “Allow Reward Points on Registration” set to “Yes” from the backend by the admin. For this, the customers first need to get themselves registered on the store site if they are the guest users.

REGISTRATION-REWARD-POINTS

The customers can view their allocated reward points for registration by clicking on the “Reward Points” once they are logged in to their accounts as per the image.

REWARD-POINTS

The customers will be notified for their registration reward points on their registered email id which they would have provided while registering themselves.

EMAIL

NOTE: The already registered users will get the following display page when clicking on the “Reward Points” once they are logged in to their accounts.

registered users

How can Customers use their Reward Points?

This module enables the customers to earn Reward Points by:

  • Registration on the web store site.
  • Submitting/posting product reviews( approved by admin required)
  • Specific product purchase.
  • Customer’s total purchase.
  • Specific product category purchase.

Customers can easily use their allocated Reward Points while placing an order. For this, the customers will navigate to the checkout page as per the image.

WORKFLOW

Here, the customers can use their reward points if they want to. Under the “Reward Points” section the customers will enter the rewards points they want to use while placing an order.

Before applying their reward points, the customers can check the amount equivalent to their entered reward points value as per the image.

reward points value

Then, the particular amount equivalent to the entered reward points will get deducted from the customer’s cart total amount. Please refer the below image.

WORKFLOW

However, the entered reward points value should be less than or equal to reward point limit set by the admin for the option “Maximum Reward points can use by a Customer” else will get an error message.

WORKFLOW

NOTE: 

  • For every debit and credit of Reward Points, the customers will get an email notification on their registered email id.
  • Customers can check their reward points by clicking on the “Reward Points” through their accounts.

Product Based Reward Points Calculation

The admin can set the product based reward points calculation if Order Placed Reward Points Calculation Based on” option set to “Product based” while configuring the module by the admin.

Admin Management

For this, the admin will navigate to Reward System>Manage Reward Points on Product as per the below image.

pRODUCT BASED

To manage the reward points based on Product, the admin will follow:

  • Select one or more than one product for which the admin wants to update the reward points.
  • Enter Points: Enter the reward points.
  • Reward Point Status: Enable/Disable the reward points for the selected product.
  • Proceed by clicking on the “Update Points” button.

Customer Frontend

The customers can get the reward points on the basis of the product they carry in their cart while checkout.

product based

Note:

If the admin has set “Rewards Applied Product’s quantity Wise” option to “Yes” then reward will be applied product’s quantity wise. For example, if the customer has purchased 2 quantity of P1 product and the reward point per quantity for product P1 set to 25 reward points by the admin. Then, the customer will get 2 x 25=50 reward points.

product based

Else, if the admin has set “Rewards Applied Product’s quantity Wise” option to “No” then reward will not be applied product’s quantity wise. Whatever quantity of a product the customers will purchase, reward points will be credited only for the single quantity of a product. For example, if the customer has purchased 2 or can say 10 quantity of P1 product and the reward point per quantity for product P1 set to 25 reward points by the admin. Then, the customer will get 1 x 25=25 reward points only.

product based

Cart based Reward Points Calculation

The admin can set the cart based reward points calculation if Order Placed Reward Points Calculation Based on” option set to “Cart Based” while configuring the module by the admin.

Admin Management

For this, the admin will navigate to Reward System>Manage Reward Points on Cart as per the below image.

Here, the admin can:

  • Edit existing cart rule details by clicking on the “Edit” link.
  • Delete/Update the cart rule from the “Actions” drop-down list.
  • Add new cart rule by clicking on the “Add New Cart Rule”.

When admin click on the “Add New Cart Rule” button, he will navigate to “Add New Cart Rule Page”. 

CART

Here, the admin can:

  • Reward Point: Set the reward points which will be allocated to the customers when their cart amount meet the defined amount range of the particular cart rule.
  • Amount From: Set the lower cart amount range.
  • Amount To: Set the upper cart amount range.
  • Start From Date: Set the date for the cart rule to be active from.
  • End Date: Set the date for the cart rule to get inactive.
  • Rules Status: Enable/disable the cart rule by selecting either “Yes” or “No”.

NOTE:

There should be no overlapping in the amount range set for the cart rules. For example, if one cart rule is set to 10.00 – 500.00 amount range. Then, the next cart rule amount range should start from 501.00 or above.

Customer End

The customers can get the reward points on the basis of their cart amount. For this, customer’s cart total amount should meet the defined cart rule amount of the admin.

CART BASED

Reward points will be credited to the customer’s account after the successful order placed. If the customer’s cart total amount after purchase meet any of the defined cart rules by the admin. For which the customers get notified via email. Also, they can check it through by clicking on “Reward Points” option in their accounts.

product-based

Category based Reward Points Calculation

The admin can set the category based reward points calculation if Order Placed Reward Points Calculation Based on” option set to “Category Based” while configuring the module by the admin.

Admin Management

For this, the admin will navigate to Reward System>Manage Reward Points on Category as per the below image.

CATEGORY BASED

To manage the reward points based on category, the admin will follow:

  • Select one or more than one category for which the admin wants to update the Reward points.
  • Enter Points: Enter the reward points.
  • Reward Point Status: Enable/Disable the reward points for the selected category.
  • Proceed by clicking on the “Update Points” button.

Customer End

The customers can get the reward points on the basis of the product category they carry in their cart while checkout.

category based

However, the reward points will be allocated to the customers after the successful order placed. For which the customers get notified via email. Also, they can check it through by clicking on “Reward Points” option in their accounts.

category-based

NOTE:  WHEN SINGLE PRODUCT BELONGS TO MULTIPLE CATEGORIES

If the customer’s cart carries a product P1 which belongs to more than one category say C1 and C2.

category

And, the reward points set as 10 for category C1 and 15 for category C2 by the admin.

category

Then, the reward points for the category with the highest reward points value will be credited to the customers account ie; 15 reward points for category C2.

category

Review Product

This module allows the customers to easily avail the reward points for submitting the product review if “Allow Reward Points on Product Review” set to “Yes” from the backend by the admin.

Customer Frontend

For this, the customers need to navigate to the product page for which they want to submit the product reviews.

product review

Under the “Review” section, the customer can fill the product review details and can submit it by clicking on the “Submit Review” button. Customers can check their reward points for product review once their product reviews are approved by the admin. For which the customers get notified via email. Also, they can check it through by clicking on “Reward Points” option in their accounts.

Review product

Admin Management

To credit the reward points to the customers, the admin needs to approve their product reviews. For which the admin, will navigate to Marketing>Reviews. This will redirect the admin to the “Reviews” list page.

review list

Here, the admin can:

  • Select multiple reviews.
  • Delete selected reviews by selecting “Delete” option from “Actions” drop-down list.
  • Update the status of the selected reviews by selecting “Update status” option from “Actions” drop-down list. This will display the “Status” option besides the “Actions” drop-down list. From here, the admin can update the status of the reviews by selecting “Approved/Not approved/Pending” options from the “Status” drop-down list. Proceed by clicking on “Submit” button.
  • Add new review by clicking on the “New Review” button.
  • Edit the selected reviews by clicking on the “Edit” link.

 

Tracking Reward Points

This module enables the feature of tracking the reward points with the complete details of credit and debit of reward points of every customer. The admin as well the customers can track the reward points.

Tracking – Admin End

The admin can track the reward points of every customer by navigating to Reward System>Reward System Details. This will navigate the admin to the “Reward System Details” page.

review points

The “Reward System Details” page will display the customer list along with reward points details. The admin can click on the “Individual Details” link against any customer to view the complete reward points details. This will display the complete reward points details for every credit and debit of reward points.

reward points details

Tracking – Customer End

The customer can track their reward points along with the complete details of every credit and debit of reward points.

“Reward Points” Menu Option

For this, the customer can click on “Reward Points” option in their accounts.

tracking

Here, the customers can check for every debit and credit details of Reward Points.

“My Orders” Menu Option

By navigating to “My Orders” the customers can view the complete details of their Debited reward points. The customers will be redirected to the “My Orders” page as per the image. Here, they can click on “View Order” link against any order for which they want to see the reward points details which have got debt.

debited-reward-points-details

The customers can click on “Items Ordered” or “Invoice” tab to check the complete details of their reward points which have got debit from their account.

debit-amount-details

NOTE: For every debit and credit of Reward Points, the customers will get an email notification on their registered email id.

That’s all for the Magento 2 Reward Points if you still have any issue feel free to add a ticket and let us know your views to make the module better http://webkul.uvdesk.com/