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Loyalty points

Loyalty points are points awarded to a customer as a part of a loyalty program, typically in an effort to encourage customers to continue using the shop. In DynamicWeb, loyalty points are awarded to users by creating rewards and defining a set of rules for when they are triggered - e.g. on all purchases over US$150, when using a specific payment method or shipping method, etc.

The loyalty points node provides access to creating and managing rewards and reward rules: LoyaltyPointsRewardsList The overall idea is that you create a set of rewards - here 1%, 5% and 10 point fixed - and then, for each reward, you can define a set of conditions which makes them trigger, awarding the customer with the loyalty points.

To create a new reward:

  1. Click New Reward
  2. Provide a Name
  3. Check Active to make it active
  4. Select a loyalty rule type
    • Fixed awards a fixed number of points when triggered
    • Percentage awards a percentage of the order price in points when triggered
  5. Select a currency on which to base the percentage calculation - this can be necessary on solutions with multiple currencies
  6. Specify a percentage or fixed amount to award

Typically, a solution only has a few rewards - e.g. 2%, 5% and 10% - and then a set of reward rules for triggering each reward.

Reward rules

Once a reward has been created you can create reward rules which control when it's awarded to a customer:

  1. Open a reward from the list
  2. Switch to the Reward rules tab and click Manage rules
  3. Click New rule
  4. Enter a Name and check State to make it active
  5. Save and close
  6. Reopen the reward rule
  7. Click Manage rule conditions
  8. Click New rule condition
  9. Choose a condition type and configure it
  10. Close

You should note that all rule conditions must evaluate to true in order for the reward rule to trigger.

Using loyalty points

Once you've implemented a set of rewards and rules, you need to create a way for the customer to spend their loyalty points - this includes:

  • Giving products a price in points
  • Making it possible to add products to a shopping cart using loyalty points
  • Often you also want to show loyalty point transactions to the customer in frontend using the Loyalty points app

Please note that you can tweak loyalty point behaviour under Settings > Areas > Commerce > Advanced configuration > Loyalty points.

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