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    Magento 2 Reward Points

    Magento 2 Reward Points module allows the admin to reward its 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.

    Thus, the customers can redeem their points at the checkout.

    Features of Magento 2 Reward points

    • 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.
    • The Admin can credit/debit reward points to a customer.
    • Quick export of the reports in CSV & XML by the admin.
    • The admin can create a reward for the attribute as well.
    • The admin can create a reward for the time interval as well for the product and category.
    • 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.
    • Admin can set reward points for customers on their birthday.
    • Notify customers on point of expiration in advance.
    • The customer can sort reward points.
    • The search or filter facility is also present for the Rewards.
    • The customer can view the reward point that they will receive on the purchase of a product at the time of checkout.
    • At the time of checkout, the customer can also view the reward points required to purchase the product.

    Installation– Magento 2 Reward points

    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.

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

    First command –

    Second Command –

    Third Command –

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

    Multi-Lingual Configuration of Magento 2 Reward points

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

    Language Translation of Magento 2 Reward points

    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.

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

    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.

    Magento 2 Reward points Configuration

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

    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 Applied When: set the order event at which the reward point for the order will be applied.
    • 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.
    • Enter Attribute Code: Set the rewards points according to the attribute code.
    • Manage Email Settings: Default email template for transaction purposes.

    Customer Birthday

    • Allow Reward Points on Customer Birthday: Customers can get reward points on their birthday.
    • Configure Reward Point on Birthday day(s): Reward Points credit to the customer after/before days of the customer birthday if you want to credit reward before the birthday then write days (-) sign for eg: -3 or if you want to credit reward after birthday then only write a number of days for eg: 3 or if you want to credit on the day of birthday then write zero (0).
    • Reward Points on Birthday: Set the reward points for the customer’s birthday.
    • Reward Points expire after days: Set the reward points expiration day after the birth.

    Send notification before points expiring (in days): Set the notification days before expiring reward points.

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

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

    Registration Reward Points

    This module allows the customers to easily avail of 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

    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.

    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.

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

    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.

    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.

    Notification for the customer registration reward points on their email id will share. However, the mail will be shared with registered mail id of the customer.

    Additionally, the customer can even filter out the rewards as per Type, Point and Status.

    The customer can sort order of the reward points in this section.

    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.

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

    The customers will be notified for their reward points on their email id.

    NOTE: The users will get the following display page when clicking on the “Reward Points” once they are logged in to their accounts. “Reward Points” credit to the customer after/before days of the customer birthday.

    The customer can get notification regarding the expiration of reward points.

    NOTE: The user can see their reward points expiration day after the birthday or even they will notified as well.

    How can Customers use their Reward Points?

    This module enables 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.

    Here, 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.

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

    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.

    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.

    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

    However, the customer can view the reward points required on both product and cart page.

    The customer can view the reward that will be required on purchase of the product.

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

    Here the customer can view the reward points that they will accrue while the purchase of the product. However, the customer can view the number of reward points deducted on its purchase.
    Herein, if the customer can purchase the product even if the reward balance is low.

    For example, as shown below the customer had 50 rewards. Thus, 50 rewards were deducted and the rest amount was paid via other payment methods.

    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.

    Otherwise, 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.

    Reward Point On Product For Specific Time

    The admin can set the Reward Points for a specific time. Here, the admin can set the reward points, start time, and end time of the rewards that will be applicable to the products and category as set by the admin.

    Reward System Details

    Here, the admin can see the rewards details based on Customer Id, Customer Name, Total Reward Point, Remaining Reward Point, Used Reward Points, Transaction At, and Action. The admin can also see the Individual Details of the customer regarding the credit or debit rewards points which also include the Transaction date and time with the order note.

    EXPORT REPORTS IN CSV & XML

    The admin can export the report of the rewards. This report can be exported in CSV and Excel XML file. To export the file the admin can navigate to-

    Reward System> Reward System Details 

    Here, the admin can select the customer id for which the admin wants to export the details of the rewards and then click on the Export to download the file.

    The admin can also select the multiple customer id to export the reward details of every customer at a time.

    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 of Magento 2 Reward points

    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”. 

    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 of Magento 2 Reward points

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

    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 the “Reward Points” option in their accounts.

    Manage Reward Points on Attribute

    The admin can manage the reward points on the basis of the Attributes. To manage the reward points based on the attribute. The admin can configure the rewards based on an attribute from the Store> Configuration> Reward system> Order Placed Reward Points Calculation Based On> Attribute-Based

    Now, the admin can navigate to Reward System> Manage Reward Points on Attribute

    Here, the admin can manage/ add a new rule for the reward points on the basis of the attributes as shown in the image below-

    Here, the admin can enter the reward points for the customers, select the attribute from the options list, and enable them from the rule status and click on save attribute rule.

    Customer End of Magento 2 Reward points

    Now, when a customer will purchase an item and if that product is under the reward attribute as set by the admin, the reward will be added to the customer’s rewards point after the invoice generated by the admin.

    The customer can see the received rewards points on that product from the My Reward Points.

    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.

    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 of Magento 2 Reward points

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

    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 the “Reward Points” option in their accounts.

    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.

    And, the reward points set as 5 for category C1 and 10 for category C2 by the admin.

    Then, the reward points for the category with the highest reward points value will be credited to the customer’s account ie; 10 reward points for category C2.

    Reward Point On Category For Specific Time-

    The admin can manage the rewards Point On Category for Specific Time. The admin can set the Reward Points, Start Time, End Time for the Category.

    Customer Frontend

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

    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.

    Additionally, they can check it through by clicking on the “Reward Points” option in their accounts.

    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.

    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.

    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.

    Credit/ Debit Rewards-

    Here, the admin also has an option where the admin can credit or debit the reward points to a customer. To credit or debit the reward point to a customer the admin can click on the Add New Transaction button.

    The admin needs to fill the details to credit or debit the reward points. The admin can select Prefered Action as Credit or Debit, enter the Reward Points, and add a note message.

    Now, the admin can click on the Add Selected Customers, to add the customers for whom the admin wants to credit or debit the rewards.

    Now, the customers will be added to the transaction list and the admin can click on Save Transaction.

    Thus, the credit points will be added to the customer’s account. The customer can see the reward details from the My Rewards Point.

    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 the “Reward Points” option in their accounts.

    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.

    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.

    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/

    Current Product Version - 3.0.1

    Supported Framework Version - 2.0.x, 2.1.x, 2.2.x, 2.3.x

    . . .

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