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    Magento 2 Reward Points (Adobe Commerce)

    Updated 22 February 2024

    Magento 2 Reward Points (Adobe Commerce) module allows the admin to reward customers with points.

    The admin can allocate reward points to the customers according to 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 checkout. Magento 2 Reward Points extension is also compatible with the Adobe Commerce Cloud edition.

    Check the mentioned below video for getting to know the workflow of the module:

    xV2FGq5KYmg

    Features of Magento 2 Reward points

    • The admin can enable or disable the module.
    • Admin will manage reward points for customer activities.
    • Admin will add/manage shopping cart rules.
    • 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 birthdays.
    • Notify customers on the 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 to purchase the product.
    • The extension also supports GraphQL API.
    • Added support for store-wise reward assignments.
    • The extension is compatible with the Hyva Theme.
    • The admin can select the reward points type as fixed or percent for the cart rule type.
    • The admin can also add the above condition for the reward cart rule.

    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.

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    INSTALLATION

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

    First Command –

    php bin/magento setup:upgrade

    Second Command –

    php bin/magento setup:di:compile

    Third Command –

    php bin/magento setup:static-content:deploy

    Fourth Command

    php bin/magento indexer:reindex

    Fifth Command

    php bin/magento cache:flush

    After running the commands, you have to flush the cache from the Adobe Commerce 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.

    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. Now, upload the translated file to the same folder from where you did download it. Now your module translation is complete.

    Language translation

    Configuration of Magento 2 Reward Points

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

    Reward_Point_Config

    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 be used 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.
    Configuration-_-Settings-_-Stores-_-Magento-Admin
    • 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 apply.
    • 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 reward points according to the attribute code.

    Customer Birthday

    manage_email_setting
    • Allow Reward Points on Customer Birthdays: Customers can get reward points on their birthdays.
    • Configure Reward Points on Birthday day(s): Reward Points are credited to the customer after/before days of the customer’s birthday. If you want to credit the reward before the birthday then write days with a (-) sign. For eg: -3 or if you want to credit a reward after a birthday then only write a number of days for eg: 3 or if you want to credit on the day of the 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 the day after the birth.

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

    Reward Point Reports

    Admin can see the reports of all the reward points that have been issued to the customers. For this the admin has to click on Reports> Rewards Point Reports from the admin panel.

    Reward-Points-Reports-_-Marketing-_-Reports-_-Magento-Admin

    Manage Email Settings

    Reward Transaction Template – From here admin can select the transaction template for Reward.

    Reward Expiry Email Template – From here admin can select the transaction template for Reward Expiry.

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

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

    webkul-magento2-marketplace-admin-configuration-3-2

    Reward Points Loyalty Program

    Now the customer can get points for their loyalty to the store. As the admin can set the reward point to the customer for the below conditions:

    • At the time of registration of new customers.
    • When the customer makes some purchases from the store.
    • On the customer’s birthday date.
    • On referring some another via social media
    reward_points

    Registration Reward Points

    This module allows the customers to easily avail of the registration reward points if “Allow Reward Points on Registration” is set to “Yes” by the admin. For this, if the customers are guest users, first they need to get register themselves on the website.

    customer_login

    Also, a customer can view 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 of their registration reward points on their registered email id which they would have provided while registering themselves.

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

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

    my_reward__1_-1
    signup rewards point email notification

    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” after logging in.

    Furthermore, the customers will be notified of their reward points on their email id.

    my_reward.png-1272×1163
    birthday credit reward

    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’s birthday.

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

    reward expiration date

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

    The customers can also view their referral reports in the Referral Program section. They can send invitations to their friends from send invite button by entering their email addresses.

    The users can copy the referral links and share the referrals via social media also.

    M2-Reward-1

    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.

    Checkout

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

    And before applying their reward points, the customers can check the amount equivalent to their entered reward points value.

    Then, the entered amount will be deducted from the cart’s total amount.

    Checkout-1

    However, the entered reward points value should be less than or equal to the reward point limit set by the admin. If not then the customer will get an error message.

    NOTE: 

    • For every debit and credit of Reward Points, the customer 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 the “Order Placed Reward Points Calculation Based on” option is 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 the Product 

    manage reward points

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

    • Select one or more than one products 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 the product and cart pages.

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

    joust_duffle_bag

    The reward points will also display in the mini shopping cart as per the screenshot below.

    joust_duffle_bag__1_

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

    Shopping-Cart

    Here the customer can view the reward points that they will accrue while they purchase the product. However, the customer can view the number of reward points deducted from their 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.

    Checkout-2

    Note:

    If the admin has set the “Rewards Applied Product’s Quantity Wise” option to “Yes” then the reward will be applied product quantity-wise.

    For example, if the customer has purchased 2 quantities of P1 product and the reward point per quantity for product P1 is set to 25 reward points by the admin. Then, the customer will get 2 x 25=50 reward points.

    My-Reward

    Otherwise, if the admin has set the “Rewards Applied Product’s quantity Wise” option to “No” then the reward will not be applied to the 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 quantities of product P1. The reward point per quantity for product P1 is 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 also set the reward points, start time, and end time of the rewards that will be applicable. The admin can set this reward on the products and categories.

    customer_limit

    Reward System Details

    Here, the admin can see the details of the rewards based on Customer Id, Customer Name, Total Reward Point, Remaining Reward Points, Used Reward Points, Transaction At, and Action.

    The admin can also see the Individual Details of the customer’s credit and debit rewards points. Also, the admin can check 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 files. To export the file the admin can navigate to-

    Reward System> Reward System Details 

    export reward points

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

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

    export reward points details

    Cart-based Reward Points Calculation

    The admin can set the cart-based reward points calculation if the “Order Placed Reward Points Calculation Based on” option is 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.

    192.168.15.188_magento_RewardSystemCE246p4_pub_admin_rewardsystem_cart_index_key_c4252cb85d6ec406f5f0fcc6fe3ffa9e43f5264e9a1a260c56e76fc6bf9d624e_webkul-store-1

    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 a new cart rule by clicking on the “Add New Cart Rule”.

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

    192.168.15.188_magento_RewardSystemCE246p4_pub_admin_rewardsystem_cart_edit_id_1_key_d17b452a27f7fcaec54bdcb80dbaaae0207dda5cd634a1ac9f5a0726723178ff_webkul-store

    Here, the admin can:

    • Reward Point Type: The admin can select the reward point type from here as fixed or percent accordingly the customer will get the reward points.
    • Reward Point: Set the reward points that will be allocated to the customers when their cart amount meets the defined amount range of the particular cart rule.
    • Amount from and above: The admin can click on the check box to enable the above condition on reward points.
    • 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.
    • 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 a 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 based on their cart amount. For this, the customer’s cart total amount should meet the defined cart rule amount of the admin.

    Shopping-Cart-1

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

    my_reward-1.png-1272×1163-1

    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

    Configuration-_-Settings-_-Stores-_-Magento-Admin-1

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

    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-

    add attribute based reward

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

    Cron Functionality:

    To configure the cron functionality in the module admin needs to configure it from Stores> Configuration > Advance > System > Cron configuration for the group.

    screenshot_from_2022_09_20_12_12_38-1

    After configuration, the admin needs to run two commands for the cron functionality.

    First Command –

    php bin/magento cron:install

    Second Command –

    php bin/magento cron:run
    

    Customer End of Magento 2 Reward points

    Now, when a customer will purchase an item and the admin has set that product under the reward attribute. Once the admin generates the invoice, the reward will add to the customer’s rewards point after

    Joust-Duffle-Bag
    screenshot-

    The customer can see the reward point on the product catalog and also can see the received rewards points on that product from the My Reward Points.

    my_reward-2.png-1272×1163-2

    Category-based Reward Points Calculation

    The admin can set the category-based reward points calculation if the “Order Placed Reward Points Calculation Based on” option is 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.

    manage rewards point in category

    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

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

    image-214

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

    order_reward-1

    NOTE:  WHEN A 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.

    Checkout-3

    And, the reward points are 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 credit to the customer’s account ie; 10 reward points for category C2.

    my_reward

    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, and End Time for the Category.

    manage reward point on category

    Customer Frontend

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

    joust_duffle_bag__2_

    Under the “Review” section, the customer can fill in the product review details and can submit it by clicking on the “Submit Review” button.

    Once the admin approves the product reviews, customers can check their reward points for product reviews. For which the customers get notified via email.

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

    my_reward-5.png-1272×1163-5

    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.

    Magento 2 Reward points_review management by admin

    Here, the admin can:

    • Select multiple reviews.
    • Delete selected reviews by selecting the “Delete” option from the “Actions” drop-down list.
    • Update the status of the selected reviews by selecting the “Update status” option from the “Actions” drop-down list. This will display the “Status” option beside the “Actions” drop-down list. From here, the admin can update the status of the reviews by selecting the “Approved/Not approved/Pending” options from the “Status” drop-down list. Proceed by clicking on the “Submit” button.
    • Add a 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 reward points of every customer. The admin as well as 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.

    Magento 2 Reward points_reward system detail

    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.

    Magento 2 Reward points_individual reward details

    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.

    Magento 2 Reward points_add new transaction

    The admin needs to fill in 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.

    Magento 2 Reward points_new transaction

    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.

    Magento 2 Reward points_add customers

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

    Magento 2 Reward points_select customer

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

    my_reward-3.png-1272×1163-3

    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.

    my_reward-4.png-1272×1163-4

    Here, the customers can check for every debit and credit detail 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 redirect to the “My Orders” page as per the image.

    Here, they can click on the “View Order” link against any order for which they want to see the reward points details which have got debt.

    My-Orders

    Furthermore, the customers can click on the “Items Ordered” or “Invoice” tab to check the complete details of their reward points. And check the debited point from their account.

    Order-000000004

    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 (Adobe Commerce) 2 Reward Points for any queries or doubts reach out to us at [email protected]. You can also raise a ticket at our HelpDesk system webkul.uvdesk.com

    Current Product Version - 4.0.9

    Supported Framework Version - Magento 2.0.x, 2.1.x, 2.2.x,2.3.x, 2.4.x

    . . .

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