Points And Rewards Setup Docs

Introduction

Bravo – WooCommerce Points and Rewards extension allows you to reward your customers for purchases and other actions with points which can be redeemed for discounts. Easily set how many points customers will earn for each dollar spent and set how many points can be redeemed for a specific discount amount. Points can be set at the product, category or global level, and you can also control the maximum discount available when redeeming points.

Features:

• Reward Customer Purchases With Points Redeemable For Discounts!
• Earn Points for Purchases
• Points Expiration
• Import/export user’s points.
• Customers can redeem points for discounts based on the conversion rate you set.
• points can be earned for selling products based on conversion rate set by you.
• you can simply allow your customers to buy points as per the conversion rate set by you. just create a product with product type “points” & customer can buy it and redeem points for discounts later.
• Control the maximum discount.
• Include previous loyal customers in your system.
• Award points to customers for actions like signing up.
• Manage Customer’s Points.
• Earn points for product variations.
• Exclude products and user roles from points and reward system.
• Let your customers check their points information remove points for refunded orders.
• Reset points for all or specific users from users list using bulk action.
• Provide previous information about points and rewards on a product page.
• Minimum cart total required to earn/redeem points.
• Minimum cart total required to earn points.
• Send an emails for expiry, earned and redeemed points.
• Prevent coupon usage when points rre redeemed.
• Automatic points redeeming in cart page.
• Earning points for first purchase.

Installing the Plugin

1. The installation of the plugin is just like any other plugin installation for WordPress. Login to your WordPress site and go to Plugins > Add New.
2. At the Install Plugins Page click on Upload from the top navigation and then click on browse.
3. Go to the location on your computer where you saved the downloaded plugin zip file and upload this zipped file. You need to unzip the file first to get the plugin zip file.
4. Now click on Install Now.
5. Wait until WordPress has uploaded the file. If it’s done click on Activate Plugin.
6. Now you should see a message ‘Plugin activated’ at the top of the window.

After installing the extension, a points and rewards tab will be added to the WooCommerce settings tabs.

Activating the Plugin

To use Bravo – WooCommerce Points And Rewards plugin on your WordPress site you will need Valid license key to activate the plugin, you can refer to below instructions to find and activate your license for Bravo – WooCommerce Points And Rewards plugin on your web store.

1. Once, your installation is complete, you will see a notification in the header with ‘Please activate your license in order to use the plugin.’
2. You can click on ‘Activate’ and it will redirect you to Bravo – WooCommerce Points And Rewards plugin’s settings page, or else you can manually navigate to it
3. Bravo – WooCommerce Points And Rewards settings : Woocommerce > Settings > Bravo – WooCommerce Points And Rewards.
4. Once you are on Bravo – WooCommerce Points And Rewards settings screen if you have not activated license already it will require you to insert license and activate your product.
5. Only after activating your license key you will be able to see and edit Bravo – WooCommerce Points And Rewards plugin’s settings.

How To Find Your Purchase Code

1. Sign in to your CodeCanyon account. IMPORTANT: You must be signed into the same CodeCanyon account that purchased Bravo – WooCommerce Points And Rewards. If you are signed in already, look in the top menu bar to ensure it is the right account.
2. Visit the CodeCanyon downloads page. You should see a row for Bravo – WooCommerce Points And Rewards. If you don’t, please re-check step 1 that you are on the correct account.
3. Click the download button in the Bravo – WooCommerce Points And Rewards row.
4. Select either License certificate & purchase code (PDF) or License certificate & purchase code (text). This should then download either a text or PDF file.
5. Open up that newly downloaded file and copy the Item Purchase Code.

The Plugin Settings

To access these settings, navigate to WooCommerce > Settings > Points and Rewards > General Settings

General setting

General Settings

Points Label:
The label used to refer the points on the frontend, singular and plural.

Enable Decimal in Points:
Enable the decimal points when points are awarded to customer.

Conversion Settings

Earning Points Conversion Rate:
Set the number of points awarded based on the product price.

Redeeming Points Conversion Rate:
Set the value of points redeemed for a discount.

Buying Points Conversion Rate:
Set the value for buying points.

Selling Points Conversion Rate:
Set the value for selling points.

Shortcodes used in plugin

[woopr_points_history] – Show Customers Their Credit Balance.

Earned Points

To access these settings, navigate to WooCommerce > Settings > Points and Rewards > Earned Points

Earned Points Settings

Exclude Products:
Select products that you want to exclude when users earn points.

Enable Earn Points With TAX:
Enable this option to calculate points earned by user for product purchase including TAX.

Exclude User Roles:
Select the user roles that you want to exclude for earning the points.

Enable Earn Points for First Purchase
Enable this option to give earn points on first purchase.

Earn Points For First Purchase
Enter the earn points on first purchasing.

Minimum Cart Total to Earn Points:
Enter the minimum cart total value required for customer to earn points for purchasing a product.

Minimum Cart Total Error Message:
Displayed on the cart and checkout page when cart total does not meet the “Minimum Cart Total to Earn Points” you set. Customize the message using {carttotal} and {points_label}. Limited HTML is allowed.

Redeeming Points

To access these settings, navigate to WooCommerce > Settings > Points and Rewards > Redeeming points

Redeeming Points Settings

Exclude / Include Categories:
Select categories that you want to exclude or include when users redeem points.

Exclude / Include Products:
Select products that you want to exclude or include when users redeem points.

Exclude User Roles:
Select the user roles that you want to exclude for redeeming the points.

Maximum Cart Discount:
Set the maximum cart discount allowed for redeeming points. Leave blank to disable.

Maximum Per-Product Discount:
Set the maximum per-product discount allowed for the cart when redeeming points. Leave blank to disable.

Minimum Points Discount:
Enter the minimum points required for customer to get discount on cart. Leave blank to disable.

Minimum Points Required Error Message:
Displayed on the cart and checkout page when customer doesn’t have minumum required points to get discount on cart. Customize the message using {minimum_points} and {points_label}. Limited HTML is allowed.

Minimum Cart Total to Redeem Points:
Enter the minimum cart total value required for customer to redeem available points

Minimum Cart Total to Redeem Error Message:
Displayed on the cart and checkout page when cart total does not meet the “Minimum Cart Total to Redeem Points” you set. Customize the message using {carttotal} and {point_label}. Limited HTML is allowed.

Enable Automatic Points Redeeming in Cart Page:
Check this box if you want available points to be automatically applied on cart to get a discount.

Prevent Coupon Usage When Points Are Redeemed:
Check this box if you want to prevent coupon usage when points are redeemed.

Apply Discount on Cart Total:
Check this box to apply points on cart total. i.e. Points will gets applied on the TAX as well. Click here to see in details how the discount will work.

Points Expiry

To access these settings, navigate to WooCommerce > Settings > Points and Rewards > Points Expiry

Points Expiration Settings

Enable Points Expiration:
Check this box if you want to enable points expiry feature. By default the points can be used lifetime.

Bought Points Never Expire:
Check this box if you don’t want points expiration for Bought Points.

Earned Points by Selling Never Expire:
Check this box if you don’t want expiration of points earned by Selling Products.

Validity Period for Points:
Earned points will expire after the number of days specified. The number of days will be calculated from the date of earning points.

Apply Points Expiration to Previously Earned Points:
Apply points expiration on points that are already earned.

Enable Points Expiration Notice:
Check this box if you want to show points expiration notice in my account dashboard.

Set Expiration Notice Days:
It will display point expiration notice before number of specified days.

Expiration Notice Message:
Displayed on my account dashboard page when points are about to expire. Customize the message using {points}, {points_label} and {expiry_days}. Limited HTML is allowed.

Message

To access these settings, navigate to WooCommerce > Settings > Points and Rewards > Message

Product / Cart / Checkout Messages

Adjust the message by using {points} and {points_label} to represent the points earned / available for redemption and the label set for points.

Earn Point(s) Message on Single Product Page:
Add an optional message to the single product page below the price. Customize the message using {points} and {points_label}. Limited HTML is allowed. Leave blank to disable.

Buy Point(s) Message on Single Product Page:
Add an optional message to the single product page below the price. Customize the message using {points} and {points_label}. Limited HTML is allowed. Leave blank to disable.

Earn Point(s) Message on Cart / Checkout Page:
Displayed on the cart and checkout page when points are earned. Customize the message using {points} and {points_label}. Limited HTML is allowed. This defaults to “Complete your order and earn {points} {points_label} for a discount on a future purchase” which might render as “Complete your order and earn 100 points for a discount on a future purchase”.

Redeem Point(s) Message on Cart / Checkout Page:
Displayed on the cart and checkout page when points are available for redemption. Customize the message using {points}, {points_value}, and {points_label}. Limited HTML is allowed.

Earn Point(s) Message on Cart / Checkout Page for Guest Users:
Displayed on the cart and checkout page for guest users to indicate them to create an account for earning points. Customize the message using {points}, {points_label} and {signup_points}. Limited HTML is allowed.

Guest User Cart / Checkout Page Buy Message:
Displayed on the cart and checkout page for guest users to indicate to create an account to get points into their account. Customize the message using {points} and {points_label}. Limited HTML is allowed.

Buy Point(s) Message on Cart / Checkout Page for Guest Users:
Displayed points history message for guest users to indicate to login into an account to view points of their account. Customize the message using {points_label}. Limited HTML is allowed.

Earn point(s) message on points history page for guest users:
Displayed points history message for guest users to indicate to login into an account to view points of their account. Customize the message using {points_label}. Limited HTML is allowed.

Earn point(s) message on points history page for logged in users:
Displayed available points and discount on top of the points history page. Customize the message using {points},{points_label} and {points_amount} Limited HTML is allowed.

Earn Point(s) Message on Single Product Page for first purchase:
Displayed on the single product page when points for first purchase are earned. Customize the message using {points} and {points_label}. Limited HTML is allowed.

Earn Point(s) Message on Cart / Checkout Page for first purchase:
Displayed on the cart and checkout page when points for first purchase are earned. Customize the message using code>{points} and {points_label}. Limited HTML is allowed.

Action Rewards Points

To access these settings, navigate to WooCommerce > Settings > Points and Rewards > Actions to Earn Points

Apply Points to Previous Orders:
This will apply points to all previous orders that have not already had points assigned and cannot be reversed. This is most useful when first installing the plugin. Be absolutely certain that you want to apply points to past orders before using this!

Note: this action can take time on a site with a large number of existing orders, so allow it to complete. If the action should time out due to server settings, simply refresh the settings page and re-run the action to continue awarding points for un-awarded orders.

Account Signup Reward Points:

Customers can also earn points for actions like creating an account. You can enter the amount of points the customer will earn for each action in this section

Points earned for account signup
Enter the amount of points earned when a customer signs up for a new account.

Review Settings

Enable Points for Reviewing Product:
Check this box if you want to assign points to customers when they add a review on any product.

Points for Reviewing Product:
Enter the number of points earned when a customer add a review on any product.

Enable Blog Post Creation Points:
Check this box if you want to assign points to users when they create new blog post.

Blog Post Creation Points:
Enter the number of points earned for blog creation.

Enable Product Creation Points:
Check this box if you want to assign points to users when they create new product.

Product Creation Points:
Enter the number of points earned for product creation.

Enable Daily Login Points:
Check this box if you want to assign points to users when they login.

Daily Login Points:
Enter the amount of points earned for daily login.

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Email

To access these settings, navigate to WooCommerce > Settings > Points and Rewards > Email

Enable Points Expiry Reminder Email

Send an Email Before the Expiration Date
Turn this setting on if you want to notify your customers via email if their points are about to expire.

Days Before Points Expire:
It will send point expiration email before number of specified days.

Email Subject:
This is the subject of the email, The available template tags are:

• {site_url} – displays site url
• {site_title} – displays site title

Email Content
This is the content of the email that will be sent to the customers, The available template tags are:

• {username} – displays username of the customer
• {expiring_points} – displays total expiring points
• {point_label} – display points label
• {expiring_date} – display points expiry date
• {site_url} – displays site url
• {site_title} – displays site title

Earned Points – Email Settings

Enable Points Earned Email:
Turn this setting on if you want to notify your customers via email if they earn points.

Actions for Earned Points:
Click on the actions for which you would like to send Points Earned email.

Email Subject:
This is the subject of the email, The available template tags are:

• {latest_update} – displays latest update
• {earned_point} – displays earned points
• {site_url} – displays site url
• {site_title} – displays site title

Email Content
This is the Content of the email, The available template tags are:

• {username} – displays username
• {point_label} – displays poins label
• {earned_point} – displays earned points
• {latest_update} – displays latest update
• {total_point} – displays current point balance with total amount
• {site_url} – displays site url
• {site_title} – displays site title

Redeemed Points – Email Settings

Enable Points Redeemed Email:
Turn this setting on if you want to notify your customers via email if they redeemed points.

Email Subject:
This is the subject of the email, The available template tags are:

• {latest_update} – displays latest update
• {redeemed_point} – displays redeemed point
• {site_url} – displays site url
• {site_title} – displays site title

Email Content
This is the Content of the email, The available template tags are:

• {username} – displays username of the customer
• {point_label} – displays poins label
• {latest_update} – displays latest update
• {redeemed_point} – displays redeemed point
• {total_point} – displays current point balance with total amount
• {site_url} – displays site url
• {site_title} – displays site title

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Import/Export Points

To access these settings, navigate to WooCommerce > Settings > Points and Rewards > Import/Export Points

Export Points

Export Available Points For:
Here you can set whether to export points for all users or selected users.

Select The Users That You Wish To Export Points:
Here you can select users for whom you want to export points.

Users Are Identified Based On:
Here you can set whether to Export CSV Format with Username or Email

Export User Points For:
Here you can set whether to Export Points for All Time or Selected Date

Import Points

Here you can upload the CSV and import the user’s points with two option either overriding existing user points OR adding a points with already earned points.

Misc Settings

To access these settings, navigate to WooCommerce > Settings > Points and Rewards > Misc Settings

Misc Settings

Delete Options
If you don’t want to use the points and rewards plugin on your site anymore, you can check the delete options box. This makes sure, that all the settings and tables are being deleted from the database when you deactivate the plugin.

Enable points removal for refunded orders:
Specify whether you want to refund earned and redeemed points when order gets refunded.

Hide My Points Tab from My Accounts Page
Check this box if you want to hide my points tab from the my accounts page.

Product Category Setup

Two new settings are added to the product category configuration, found by going to Products > Categories: Add New Category, or Products > Categories > Your Category for existing categories.

Points Earned
Allows you to modify the global Earn Points Conversion Ratio setting by entering fixed number of points earned for the purchase of any product that belongs to this category. This setting modifies the global Points Conversion Rate, but can be overridden by a product. Use 0 to assign no earn points for products belonging to this category, and empty to use the global setting. If a product belongs to multiple categories which define different point levels, the highest available point count will be used when awarding points for placing order.

Maximum Points Discount
Allows you to limit the points discount that can be applied towards products belonging to this category. Set a fixed maximum discount dollar amount. For example, if you want to restrict the discount on this category to a maximum of $5, enter 5. This setting overrides the global default, but can be overridden by a product. Use 0 to disable point discounts for this category, and blank to use the global setting. If a product belongs to multiple categories which define different point discounts, the lowest point count will be used when allowing points discount for placing order.

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Product Setup

Similar to the options available at the category level, two new fields are available for configuration at the product level. These fields override/modify any settings at the category/global level, respectively, as follows:

Points Earned
Allows you to modify the global Earn Points Conversion Ratio setting or override the category Points Earned setting by entering fixed number of points earned purchase of this product. This setting modifies the global Points Conversion Rate and overrides the category setting. Use 0 to assign no points for this product, and empty to use the global/category settings.

Maximum Points Discount
Allows you to limit the points discount that can be applied towards this product. Set a fixed maximum discount dollar amount. For example, if you want to restrict the discount on this product to a maximum of $5, enter 5. This setting overrides the global and category settings. Use 0 to disable point discounts for this product, and blank to use the global / category defaults.

Points earned for Review
Enter the number of points earned when a customer add a review on this product. This setting overrides the global settings. Use 0 to assign no points for this product, and empty to use the global defaults.

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Points Earned for product variation
Allows you to modify the global Earn Points Conversion Ratio setting or override the category Points Earned setting by entering fixed number of points earned purchase of this product variation. This setting modifies the global Points Conversion Rate and overrides the category setting. Use 0 to assign no points for this product variation, and empty to use the global/category settings.

Managing Customer Points

Customer points can be adjusted by the admin by going to Users > Points > Adjust.

you can edit your users points directly from the users list in your admin area.

Simply hover your mouse over the user and click on “Adjust” in the Points column.To use the inline editor, simply hover your mouse over the user and in the “Points” column select “Adjust”. You can make changes with or without a log entry.

Reset Points
The option “Reset points” allows resetting points collected by user till current date. Customer points can be reset by the admin by going to Users > Bulk Actions > Reset Points.

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Viewing Point Log

A record of every point change (increase or decrease) is kept and available for viewing from WooCommerce > Points Log.

As shown above, for every point change event: the particular customer, the change in points, a description of the event, and a date for the event are displayed. The points log can be filtered by customers, event type and ordered by the change in points or event date, making it easy for you to determine exactly how points are being earned and redeemed in your store.

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Points Redeemed on the Order Admin

From the Order admin Edit Order page, the discount from the redeeming of points can be seen in the “Update Payment” box, as you would any cart discount:

And an order note is added detailing the points used and the value:

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How Point are Awarded/Deducted

Points earned for product purchase are awarded in the following circumstances: when payment for the order is completed, as with a credit card or e-check gateway, or when an order status transitions from Pending to completed (to support gateways such as Cash on Delivery).

Points are also awarded when an order transitions from the “failed” to “completed: state to correct payment processing errors, such as a declined card.

To avoid the same points being used multiple times and prevent gaming of the system, points being redeemed for a discount on purchase will be deducted from a customer’s balance immediately upon checkout. If an order is refunded the redeemed points are automatically credited back to the customer’s account.

If an order that earned a customer points is refunded, any awarded points are automatically deducted from that customer’s balance.

There is the possibility that the following sequence of events could occur: customer has a points balance of 0, customer places an order and earns 10 points, customer redeems those points for a discount on another order, the original order is refunded. The monetary discount can not be retroactively removed, however in this case the customer will end with a balance of -10 points, and so would have to earn another +10 points to get back to a 0 balance and be able to start earning points to redeem for additional savings.

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Frontend Behavior

This plugin modifies the frontend in 2 places: the product page and checkout page.

Product Page

On the product page the single product page message is displayed, showing the points that can be earned for purchasing a product.

Cart

From the cart page, messages will be displayed indicating a number of points that can be earned, and encouraging the customer to apply their points to the current order.

After applying points for getting discount via redeemed points, the discount will be shown as below.

Show Customers Their Credit Balance

A customer’s credit balance can be viewed by the customer in two difference ways:

1. With the [woopr_points_history] short code. When placed on a page and the user is logged in, a table like the one below will be displayed:

2. From the user’s WordPress profile page. Hovering over your username in the WordPress toolbar will show your current balance:

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2. Customers will be able to see their points history from my account page. See the screenshot below:

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Buy Points

In order for your users to buy points, Create at least 1 points product by going to All Products > Add Product. Set the name, description, price and be sure to select the “points” as “Product Type options”. See image below:

That’s it. now when user buy this product, they will get points in their account based on conversation rate set in global setting Buy Points Conversion Rate.

Note: User must have to be logged in to buy points product. If user is guest and cart contains any points product, system won’t allow them to make the order.