User Guide - Magento 2 Rewards Points Extension

Welcome to Magehq Docs

1. Overview

Magento 2 Rewards Points extension allows you to set up an automatic system of earning and spending points, rewarding points for customer actions such as registering on the website, buying products, liking, sharing products, etc…

Extension link: Magento 2 Rewards Points extension

2. How Does It Work?

2.1 Settings

Please go to Stores ⇒ Configuration ⇒ Magehq Extensions ⇒ Reward Points.

FIELD NAME	TYPE	DESCRIPTION
Enable Reward Points Extension	Dropdown	Enable or disable reward points. Options: Yes / No
Label for Point	Text	Define point name (singular)
Label for Points (Plural)	Text	Define points name (plural)
Reward Points Image	Uploading file	Upload image for the Reward Points program
Use Reward Policy page	Dropdown	Use the Reward Policy page. Options: Yes / No If Yes: choose the suitable option for the Reward Policy page uses CMS
Use Reward Welcome page	Dropdown	Use the Reward Welcome page. Options: Yes / No If Yes: choose the suitable option for Reward Welcome page uses CMS

FIELD NAME	TYPE	DESCRIPTION
Rounding method	Dropdown	Define the rounding method of the Reward Points program. Options: Normal / Rounding Down / Rounding Up
Points expire after	Text	Indicate the duration of the Reward Points program in days
Number of points in balance allowed	Text	Define the maximum number of points allowed in the Customer’s balance
Earn points from tax	Dropdown	Enable or Disable earning points from tax. Options: Yes / No
Earn points from shipping fee	Dropdown	Enable or Disable earning points from shipping fee. Options: Yes / No
Allow earning points when using points to spend	Dropdown	Enable or Disable earning points when using points to spend. Options: Yes / No

FIELD NAME	TYPE	DESCRIPTION
Minimum redeemable points	Text	Indicate the minimum number of points in the Customer's balance allowed to redeem
Maximum spending points per order	Text	Indicate the maximum number of points Customers can redeem in an order
Use maximum points at checkout by default	Dropdown	Enable or Disable to use maximum points at the checkout by default. Options: Yes / No.
Allow using points for Shipping Fee	Dropdown	Enable or Disable to use points for the shipping fee. Options: Yes / No

FIELD NAME	TYPE	DESCRIPTION
Enable notification email	Dropdown	Enable or Disable to send a notification email. Options: Yes / No
Sender	Dropdown	Define email sender account. Options: General Contact / Sales Representative / Customer Support / Customer Email 1 / Customer Email 2
Template of email sent to Customer when point balance is updated	Dropdown	Choose the template used for the notification email
Template of email sent to Customer before a transaction expires	Dropdown	Choose the template used for the notification email
Send reminder email before a transaction expires	Text	Indicate the number of days to send a reminder email before a transaction expires.

2.2 Manage earning rate

From the grid view, admins can acknowledge some fundamental information of an catalog earning rules such as ID, Name, Website, Customer Group, Status, Create On, Expired, and Priority.
Admins can filter to search for a specific rule.
After taking some modifications on the rule, click Apply Rule to enable it immediately.

2.3 Create a new earning rate

Follow this path to open the setting: Magehq > Under Reward Points > Earning Rates > Click Add New Earning Rate

In the Name field
- Enter the rule name which will display in the backend.
- This is required information. There will be an error message if you leave it blank.
In the Description field: You can note some descriptions of the rule. This field can be left blank.
In the Earning Points field: Set the earning point customer can get from this rule.
In the Status field: Choose “Active” to apply the rule.
In the Website field: Choose website place(s) you want to apply the rule.
In the Customer Group field:
- Choose group(s) of customer you want to apply for them.
- If the rule applies to Not Logged In customers, they still can learn earning point(s) of each product but point(s) won’t be add unless they sign in or sign up on your store.

Earning Rates define how many points a customer earns on an X amount of money spent on purchasing.

Example: When "Amount of money spent per order" is 30, "Earning Point(s)" is 1. If Customer spends $90, he will receive 3 points

Choose condition to apply the rule. Only Product pages which meets those conditions will be applied.

Choose condition to apply the rule. Only the cart which meets those conditions will be applied.

2.4 Manage Behavior Earning

From the Grid, admins can know all basic information of Behavior Rules as ID, Name, Action, Earning Point, Status, Create On, Expired, Priority.

Admins can filter to find the rule on the Grid.

2.5 View Behavior Earning

Rule Information shows the basic information of the rule. These information will be displayed outside the grid.

Rule Name:
- This is the name of the rule. This name will only show in the backend, it is used to distinguish with other Behavior Rules
- This is a required field. It will notify the error if you leave it blank
Description:
- This field allows admins to describe about the effect of the rule
- You can leave this field blank
Status: Choose Active so that the rule can work
Website: Choose Website that the rule is applied
Customer Group:
- Choose Customer Group that the rule is applied
- A rule can be applied for many Customer Group
- Only some Behavior Rules are applied for NOT LOGGED IN CUSTOMER
From: Set the start day using the Behavior Rule. Please note about the timezone’s difference
To: Set the finish day using Behavior Rule
Priority:
- Indicates the priority used by this Behavior Rule against other Behavior Rules.
- 0 is the highest priority. The bigger the number, the smaller the priority
- When two Behavior Rules have the same priority, the rule that has a smaller ID will be prioritized (the rule is created first).

After customers perform the action set here, they will receive a certain amount of points that admins set in the Action section
The actions/events that can be plus points including

2.6 Manage Spending Rate

From the grid view, admins can acknowledge some fundamental information of an spending rate such as ID, Website, Customer Group, Spending Point, Discount Received and Priority. Also, admins can:
- To edit an spending rate, choose “Edit” in the Action column.
Admins can filter, hide or display Column or export rates.

2.7 View Spending Rate

In the Website field: Choose website(s) you want to apply the spending rate.
In Customer Group(s) field
- Only customers who belong to this group can use their point(s) following this spending rate.
- Customers who belong to different groups use different spending rates even when they purchase the same product.
In Spending Point(s) and Discount received field
- Indicates the conversion rate from X (point) to Y (currency)
- Admins can fill out an appropriate rate in here. However, decimal numbers are not approved.
In Priority field
- Indicates the priority of this spending rate compared to other spending rates.
- 0 indicates the highest priority. The higher number, the lower priority.
- If there are many spending rates which have similar priorities, rules will apply on the rate which has a smaller ID.

2.7 Manage Point Balances

Reward Point Balances Information

- To view the information, follow this path: Customers, under Reward Points, click Manage Point Balances. The table gives merchants:

Customer information with their reward point balance
Customer group
Website