Magetop Reward Points Extension Guide (Part 1)

Magetop Reward Points Extension Guide will give you solid understanding of how to use Extension. These Magento 2 tutorials cover back-end and front-end development.

I. Introduction

In the modern marketing, loyalty programs play an important role that can’t be denied. Online stores put a lot of effort into keeping old customers and increasing sweet engagement scent between customers and stores. Hence, Magetop Reward Points Extension is developed to increase the interaction between customers and store owners to establish the great consumption cycle on your website.

Magento 2 Reward Points extension will allow earning unlimited reward points as well as using them flexibly as payment methods if necessary. By this way, it is not complicated to build the loyal customer network supplying the number of leads for the merchants.

*Notice: The Reward Points system does not apply for guest customers. The Product’s Earning Point may vary according to a specific Customer Group and Earning Rate set in the backend.

II. How to use

2.1. For customers

• Earning Points of the product can be depended on Customer Group, Earning Rate, Catalog Earning Rules, and Shopping Cart Earning Rules which are configured in the backend.
• Spending Points customer use is depended on Spending Rate and Shopping Cart Spending Rule.

Customers can earn reward points and use them perfectly in these following pages:

2.1.1. The Checkout Page

• Customers can use their earned reward points to discount the order.
• This page also displays earning points customers will receive when they place the order.

2.1.2. View Cart Page (Shopping Cart)

• This is familiar to the checkout page.
• However, Earning Points can’t be shown on this page if admins disable the field Display Earning Points on Shopping Cart in the backend.
• Notice: Earning Points can be different depend on Customer Group and Earning Rate which are configured in the backend.

2.2. For administrators (Store Owners)

• Admins are able to create and manage Earning Rate, Spending Rate and Transaction as well as to configure the Reward Points extension generally in the backend.
• Admins are able to apply changes to reward points in the customer’s account in the backend.
• Admins are not supported to use reward points when creating a new order at the moment.

III. How to configure

Log in to your backend, then go to Markerting -> Reward Points and follow the instruction below to configure Reward Points extension:

• Earning
• Spending
• Transactions

Earning rate and Spending Rate are stored in the same table inside the database. Therefore, the admin will probably see a slight difference in IDs of rates.

3.1. Earning

3.1.1. EarningEarning Rate

Go to Marketing -> Reward Points: Earning Rate

A. General Management

This is the place where admins can store Earning Rates created.

• From the grid view, admins can acknowledge some fundamental information of Earning Rate such as ID, Website, Customer Group, Money Spent, Earning Point and Priority. Also, admins are able to:
• Delete: Tick the checkbox of the earning rate they want to delete, then choose “Delete” in the Action box (at the left of the grid). Choose “OK” in the confirmation message.
• To edit an earning rate, choose “Edit” in the Action column.
• Admins can filter, hide or display Column or export rates.

B. Add New/Edit Earning Rate

After entering the Earning Rate section, click on Add New Rate to create a new earning rate. Then, click Save and Continue Edit, the page will automatically switch to the Edit Rate page.

• In the Website field: Choose websites you want to apply the earning rate.
• In the Customer Groups field:
  • Only customers who belong to this group can be entitled this earning rate.
  • Customers who belong to different groups can receive different earning rates even when they purchase the same product.
• In the Earning Rate field:
  • Define the conversion rate from X (currency) to Y (point)
  • Admins can fill out the appropriate rate in here. However, decimal numbers are not approved. If admins enter a decimal number, they will be rounded following the rule >= 0.5 to 1, or < 0.5 to 0.
• In the Priority field:
  • Indicates the priority of this earning rate compared to other earning rates.
  • 0 indicates the highest priority. The higher number, the lower priority.
  • If there’re many earning rates that have similar priorities, rules will apply on the rate which has a smaller ID first.

3.1.2. Catalog Earning Rules

A. General Management

This is the place where admins can store Catalog Earning Rules created.

From the grid view, admins can acknowledge some fundamental information of a 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.

B. Add New/Edit Rule

• Admins choose Add New Rule at the right-above corner to create a new catalog rule, after clicking Save and Continue Edit, the page will be directed to the Edit Rate page
• At the Add New Rule page, click on Save and Apply to apply the new rule.
• Add New Rule page has 3 tabs:
  • Rule Information
  • Conditions
  • Actions

a. Rule Information

• In the Rule 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 Status field: Choose “Active” to apply the rule.
• In the Website field: Choose website places you want to apply the rule.
• In the Customer Group field:
  • Choose groups of customer you want to apply for them.
  • If the rule applies to Not Logged In customers, they still can learn earning points of each product but points won’t be add unless they sign in or sign up on your store.

• In the From field: You can set up the start time to use the rule, please note about the different of timezones.
• In the To field: You can set up the end time to disable the rule.
• In the Priority field:
  • Identifies the usage priority of this catalog earning Rule compared to others.
  • 0 is the highest priority. The higher number represents the lower priority.
  • If two catalog earning rules has the same priority, the rule with smaller ID will be applied.

b. Conditions

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

c. Action

Catalog Earning Rule includes 3 actions:

• Give fixed X points to Customers:
  • Customers will receive a fixed X points for a product in their cart.
  • In the Point X field: Enter fixed points you want to set for customers.
  • E.g: If Point X = 5, customer will receive 5 points per product they add to their cart. 2 items will be 10 points, no matter how pricing is.

• Give X points for every Y amount of Price:
  • The points will be calculated based on product’s Regular Price (on Special Price if the product has).
  • In the Point X field: Enter X points customer will receive for every Y amount of price.
  • In the Money Step field: Enter the minimum Y amount so that customer can receive X points. Pricing will be rounded following Rounding Method of the configuration.
  • In the Maximum Earning Points field: Set the maximum earning point customer can get from this rule.
  • E.g: Point (X) = 1, Money Step (Y) = 20, and Maximum Earning Point = 5 which mean.
  • When the customer purchases a product which costs $40, he will earn 2 points.
  • When the customer purchases a product which costs more than $100, he will only earn 5 points.
  • On the other hand, A product has Regular Price=$40, Special Price=$20, they will earn 1 point only.

• Give X points for every Y amount of Profit:
  • Some products that admins enter cost – as the price entered into that product. Profit is calculated by the sale price minus the cost. Action Give X points for every Y amount of Profit will transfer the difference to Point. If the product is not filled Cost, Profit is equal to Price.
  • In the Point X field: Enter X points customer will receive for every Y amount of regular price (profit).
  • In the Money Step Y field: Enter the minimum Y amount so that customer can receive X points. Pricing will be rounded following Rounding Method of the configuration.
  • In the Maximum Earning Points field: Set the maximum earning point customer can get from this rule.
  • E.g: Product A has Regular Price = $40, Special Price = 20$, cost = 25$, Point (X) = 1, Money Step (Y) = 20, and Maximum Earning Points = 5 which mean when the customer purchase Product A, points will be based on (40$ – 25$ = 15$) and he will earn 1 points.
• Stop further rule processing: Choose “Yes” to restrict the number of catalog earning rules applied to a product.
  • E.g: Let’s say there are 4 Cataloging Earning Rules created in turn, Rule 1, Rule 2, Rule 3, Rule 4, and priorities are 0, 5, 3, 3.
    • All rules choose Stop further rules processing = No: 4 rules will be applied and points are accumulated. The customer will receive points from the summation of 4 rules.
    • Rule 3 has Stop further rules processing = Yes: After applying, rule 1 will be applied (since it has higher priority) and rule 3. Rule 2 and 4 won’t be applied because they have smaller priorities.

3.1.3. Shopping Cart Earning Rules

A. General Management

This is the place where admins can store Shopping Cart Earning Rules created.

• From the grid view, admins can acknowledge some fundamental information of a Shopping Cart Earning rule such as ID, Name, Status, Create On, Expired, and Priority.
• Admins can filter to search for a specific rule.

B. Add New/Edir Rule

• Admins choose Add New Rule at the right-above corner to create a new shopping cart earning rule, after clicking Save and Continue Edit, the page will be directed to the Edit Rate page.
• The Add New Rule page has 3 tabs:
  • Rule Information.
  • Conditions.
  • Actions.

a. Rule Information

• In the Rule 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 Status field: Choose “Active” to apply the rule.
• In the Website field: Choose website places you want to apply the rule.
• In the Customer Group field:
  • Choose groups of customer you want to apply for them.
  • Shopping Cart Earning Rule doesn’t apply to NOT LOGGED IN CUSTOMER.
• In the From field: You can set up the start time to use the rule, please note about the different of timezones.
• In the To field: You can set up the end time to disable the rule.
• In the Priority field:
  • Identifies the usage priority of this shopping cart earning rule compared to others.
  • 0 is the highest priority. The higher number represents the lower priority.
  • If two shopping cart earning rules has the same priority, the rule with smaller ID will be applied.

b. Conditions

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

c. Actions

Shopping Cart Earning Rule includes 3 actions:

• Give fixed X points for whole cart:
  • Customer will receive a fixed amount of points based on a purchased cart.
  • In the Point (X) field: Enter points customer can earn. This is the required field.
  • E.g: Point (X) = 5 which means no matter how many products in the customer cart, they will only earn 5 points.

• Give X points for every Y amount of Price:
  • The points will be calculated based on the cart’s Subtotal
  • In the Point X field: Enter X points customer will earn for every Y amount of price.
  • In the Money Step field: Enter the minimum Y amount so that customer can receive X points. Pricing will be rounded following Rounding Method of the configuration.
  • In the Maximum Earning Points field: Set the maximum earning point customer can earn from this rule.
  • E.g: Point (X) = 1, Money Step (Y) = 20, and Maximum Earning Point = 5 which mean.
    • When the customer purchases a cart which has Subtotal = $40, he will earn 2 points.
    • When the customer purchases a cart which has Subtotal more than $100, he will earn only 5 points.

• Give X points for every Y amount of Quantity:
  • The points will be calculated based on product’s quantity.
  • In the Point (X) field: Enter X point(s) customer will earn for every Y quantity.
  • In the Money Step field: Enter the minimum Y amount so that customer can receive X points. Pricing will be rounded following Rounding Method of the configuration.
  • In the Maximum Earning Points field: Set the maximum earning point customer can earn from this rule.
  • E.g: Point (X) = 5, Quantity Step (Y) = 1, and Maximum Earning Points = 5 which mean:
    • When the customer place order a cart which has 6 products, he will earn 6 points.
    • When the customer place order a cart which has more than 15 products, he will earn 5 points only.
• Stop further rule processing: Choose Yes to restrict the number of catalog earning rules applied to a product.
  • E.g: Let’s say there are 4 Cataloging Earning Rules created in turn, Rule 1, Rule 2, Rule 3, Rule 4, and priorities are 0, 5, 3, 3.
    • All rules choose Stop further rules processing = No: 4 rules will be applied and points are accumulated. The customer will receive points from the summation of 4 rules.
    • Rule 3 has Stop further rules processing = Yes: After applying, rule 1 will be applied (since it has higher priority) and rule 3. Rule 2 and 4 won’t be applied because they have smaller priorities.

Apply the rule only to cart items matching the following conditions (leave blank for all items).

Only when products in the cart meet these conditions, rule will be applied.

It comes to the end of the blog: Magetop Reward Points Extension Guide (Part 1).

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