Quick Start

Our Reward Points & Referral Program extension for M2 is a simple yet powerful extension that allows customers to build complex reward policies with minimum efforts. Most of its functions work out-of-box.

However, if you intend to create a complex policy, you will need a fresh quick start to build your program.

  1. Reward Policy begins with the creation of at least two rules - one for earning points, and the other for spending them.

    Important Note: While creating these rules, you should fill in the fields "Rule Name" and "Display Name":

    "Rule Name" is the name for your usage and displayed on your store back end.

    "Display Name" is the rule describing your customers. It will be displayed in your client's account, thus bringing to your client or clients the valuable information about the rule (way) to earn (for earning rules) or to spend(for spending rules) the points on your store.

    The main rules for earning points in a client's account are gathered in the "My Reward Points" menu, in the "My Points" tab.

    Rules of points earning with the help of social media are displayed in the "My Reward Points" menu, on the "Share & Save" tab.

  2. Earning rules can be defined as one of the following strategies:

    • Cart Rule, this allows earning points from the total of the whole Cart, including shipping and handling fees;
    • Behaviour Rule, this also allows earning points, but used for conducting specific actions (for example, review placement);
    • Custom Behaviour Rule, this allows you to define your behavior actions;
  3. Spending rules allow you to define, at what rate should your points be spent.

    Important Note: Without at least one of such rules, our extension "do not know", how points should be converted to discounts, as our spending block on the Cart and Checkout won't display.

  4. You can also define your notification policy by creating a customized message at Notification rules. This will appear not only on the Customer's account but also on the Cart. These messages are powerful tools in promoting your reward policy.

  5. Choose social network buttons, which will appear on your products' pages, and use Behaviour Rules to make customers earn from sharing these pages.

  6. Explore great conditions for earning, spending, and notification rules to create a flexible but powerful reward policy. Our extension can support almost any plan you wish to develop.

  7. Use Magento's Customer Groups and build with them customer ranks. Then, using our Behaviour Rules action Assign Customer to a Group build milestone rules to uplift customers in the ranking system.

  8. Observe rewards statistics frequently with our Reports. As it will allow you to see - how points are earned and spent on a daily bases and by the Customer' in different groups, making your Rewards policy flexible and responsive to Customer's actions.

  9. Build up your Referral Program and extend your client base greatly.

It should be a great beginning.

Visit any appropriate section or sections of our manual for more information