# WPLoyalty Knowledgebase Learn how to launch a Loyalty and Rewards program for your WooCommerce store with the WPLoyalty plugin Create and launch a Loyalty Points, Rewards program and a Referral program for your WooCommerce store. ### Installation & Updates Learn how to install, activate and update WPLoyalty plugin * [Installation](/installation-and-updates/installation) * [Updating to newer versions](/installation-and-updates/updates) * [Activating your license](/installation-and-updates/license-key-validation) ### Quick Start Guides Get started quickly by using these plugins and launch a reward program in minutes * [Create a Loyalty Points program](/quick-start-guides/creating-a-loyalty-points-program) * [Create a Referral / Refer-a-friend program](/quick-start-guides/creating-a-referral-program) ### Campaigns Learn how to create campaigns and let customers earn for various actions such as purchases, sign ups, reviews, referrals, birthdays and more. * [Creating a campaign](/campaigns/creating-a-campaign) * [Points for Purchase Campaign](/campaign-types/points-for-purchase) ### Rewards Learn how to create rewards and let customers redeem/ use their earned points via different types of rewards such as Point Conversion, Fixed Discount, Percentage Discount, Free Product and Free Shipping. * [Creating a reward](https://docs.wployalty.net/campaigns/creating-a-reward) * [Point Conversion Reward ](https://docs.wployalty.net/reward-types/points-conversion) **Still unclear ?**\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Installation Learn how to install and activate the WPLoyalty plugin in your WordPress site This article assumes that you have already purchased the WPLoyalty plugin from our site and downloaded the WPLoyalty plugin zip file. {% hint style="info" %} Haven't yet purchased the WPLoyalty - PRO ? [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} ### Downloading the WPLoyalty Plugin There are two ways you can get the WPLoyalty plugin 1. Purchase Confirmation email : We send this email as soon as you have purchased. The email contains the link to download the latest version of the WPLoyalty plugin and the license key 2. Your WPLoyalty Account page: Please go to [My Account](https://wployalty.net/login/) page. Login with your email address and password. Once logged into the My Account page, you will be able to download the latest version of the plugin and also get the license key

### Installation and Activation If you have not yet purchased the plugin, please [Click Here](https://wployalty.net/pricing/) to purchase and download the plugin 1. Please go to your WordPress dashboard -> Plugins -> Add New

2\. Click on the "Upload Plugin" button on the top.

3\. Use the Browse option and point the downloaded WPLoyalty plugin zip file.

4\. Click Install Now. 5\. Finally, click the Activate Plugin button. Once done, you will be able to view the "WPLoyalty" menu on your left sidebar. [Click here to purchase WPLoyalty PRO.](https://wployalty.net/pricing/) **Watch this video to learn the process for installing WPLoyalty and activating the license key:** {% embed url="" %} **Still unclear?**\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Updates Learn how to update WPLoyalty- Points and Rewards for WooCommerce plugin in your site {% hint style="info" %} Haven't yet purchased the WPLoyalty - PRO ? [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} WPLoyalty is under active development. So we continue to release updates fixing the bugs, improving the features and introducing new features time to time. Updating your WPLoyalty plugin is easy. Please follow the instructions to update WPLoyalty in your website: ### 1. Always start by backing up your website This is the most critical step. Most people will never need to restore their site from a backup, but on the off chance that an update causes issues with your site, you’ll want to be able to quickly restore it to its pre-update status. So don’t neglect taking a backup of your site before you begin the update process. This is true for all updates – not just WPLoyalty updates. Any time you update any plugin or theme, or WordPress itself, run a backup first. The few seconds or minutes it takes is worth it in an emergency site situation. #### How To Create A Backup Of Your Site Many plugins are available to help you easily create a backup of your site. A few we like include UpdraftPlus, Jetpack Backup, and BackupBuddy. ### 2. Update on a staging site when possible To prevent unexpected problems on your live site, it’s a good idea to test updates on a staging / testing server first. A staging site is essentially a copy of your live site, where you can test changes and updates without affecting your live site. If all goes well, then you can apply the update to the live site with a little more confidence. Check out some of the following guides to create a staging environment for WordPress websites: 1. 2. 3. [https://www.cloudways.com/blog/wordpress-staging-environment/](https://www.cloudways.com/blog/wordpress-staging/) 4. [https://www.liquidweb.com/kb/how-to-create-a-staging-site-in-cpanel/](https://www.liquidweb.com/help-docs/creating-a-staging-and-development-environment/) 5. ### 3. Updating WPLoyalty to the latest version **Updating via the WordPress dashboard** This is the most common method of updating the plugins. Please go to your WordPress dashboard -> plugins **-->** Installed plugins **-->** Search WPLoyalty - WooCommerce Loyalty Points, Rewards and Referral. You will see a notification like the screenshot below with an "update now" link. NOTE: This notification and the link will be visible when there is a new version released. When you are up-to-date, you won't see it.

#### **What if you are not seeing any update notifications ?** 1. Make sure you have a valid license key and make sure it is validated. 2. You might already be using the latest version. You can visit our "[What's New](https://wployalty.net/whats-new-on-wployalty/)" page to see all the change log of the releases #### **Manually updating the plugin to the latest version** In a few cases where you have not received the automatic update option, you can follow the instructions below to manually update the plugin. * Login to your account at [WPLoyalty](https://wployalty.net/login/) and go to the My Account page. * Download the WPLoyalty plugin there. * Then go your WordPress dashboard -> Plugins **-->** Installed plugins **-->** Deactivate WPLoyalty plugin and delete it. (Don't worry. Your campaigns, settings will be kept during this re-installation process) * Go to your WordPress dashboard -> plugins --> Add new --> Upload plugin --> Choose the Zip file you just downloaded from the WPLoyalty website. * Click Install now and activate.

3\. What to do when the support team gives you a zip file and asked to update? If you have received a patch version from the support team after you reported an issue, please follow the above[ Manual Update steps](#manually-updating-the-plugin-to-the-latest-version). [Click here to purchase WPLoyalty PRO.](https://wployalty.net/pricing/) \ Need some assistance with the updates? Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # License Key Validation Learn how to validate the license key and also manage the sites associated with the license This article will guide you with the activation of your WPLoyalty License Key at your site and also how you can manage the sites associated with the license key. {% hint style="info" %} If you haven't purchased [WPLoyalty PRO](https://wployalty.net/pricing/) yet, obtain it to receive a license key. {% endhint %} The License Key is mandatory to receive the automatic updates and support for the plugin. ### How to get the license keys? There are two ways: 1. You can view the license key in the "Purchase confirmation email" that we send to you immediately after you purchase the WPLoyalty.. 2. Please login to [My Account](https://wployalty.net/login/) page and click on the "View Licenses" link

### How to Validate the License Key? Once you have obtained the license key, please go to your WordPress dashboard -> WPLoyalty -> Settings -> License section Enter your license key and click "Verify Key" button

Settings Page - License Activation — License Key verification

### Managing Sites for your License Key WPLoyalty comes in three different plans - Starter, Professional & Agency. The usage of the license (number of sites) is based on the plan you have purchased. * Starter - 1 website * Professional - 3 websites * Agency - 10 websites When you activate the license, we automatically add the site for you and associate it with your license. In case, you want to add / remove the sites manually for your license key, follow the instructions below to do so: * Login to [My Account](https://wployalty.net/login/) page. * Go to My Account menu and click on the "View Licenses" link * In the following screen, click on the "Manage Sites" link * In the next screen, you can add / remove (deactivate) the sites

My Account page - Add site — Manage Sites

Still could not validate the key? Please submit a [support request](https://wployalty.net/support/). We will assist you with the validation. # Creating a Loyalty Points program Learn how to create Loyalty Program in your site in a few simple steps. ### Introduction Creating a loyalty customer program will help businesses to grow their revenue and acquire more customers organically, without spending tons of money in advertisement. Rewarding customers for their engagement in your store will help you build a long lasting relationship with your customers' and boost repeat sales. This article will help you create and launch a loyalty rewards program for your store. {% hint style="info" %} Make sure you have already installed and activated the WPLoyalty plugin. Please note that some of the features explained in this doc are available only in the PRO version. Do More with the PRO Version [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} ### Ways to Reward Customers There are a number of ways you can reward your customers. The following are the most common engagements that let customers earn their rewards. * [Purchase](https://docs.wployalty.net/campaign-types/points-for-purchase) - when customers place an order * [Sign up](https://docs.wployalty.net/campaign-types/sign-up-reward) - when customers create an account or register * [Review](https://docs.wployalty.net/campaign-types/review-reward) - when customers write a review * [Referral](https://docs.wployalty.net/campaign-types/referral-campaign) - when customers refer their friends * [Social Sharing](https://docs.wployalty.net/campaign-types/social-share-campaigns) - when customers share your product in social media like Facebook, Instagram * [Birthday](https://docs.wployalty.net/campaign-types/birthday-reward) - when customers enter their date of birth or on their birthday. * [Achievement](https://docs.wployalty.net/campaign-types/achievement-campaign) - when customers perform custom actions ### Types of Rewards Let customers earn different types of rewards. * Points - customers earn certain points for each action. Example: purchase, signup. * Coupons - An instant reward. You can issue direct coupons as rewards like one-time bonuses, achieving spending goals, etc. Example: $10 reward if a customer spend over $500 in an order. It can be a percentage or a fixed coupon. * [Free Product](https://docs.wployalty.net/reward-types/free-product) - Customers can redeem their points to get a free product or you can also offer this as an instant reward for achieving certain goals. * [Free shipping](https://docs.wployalty.net/reward-types/free-shipping) - Customers can redeem their points to get a free shipping or you can also offer this as an instant reward for achieving certain goals. The most common method of rewarding is with "Points". In this article, we are going to see how to reward customers for purchasing products in your store. ### Creating a Campaign The following steps will walk you through creating a Reward Campaign in WPLoyalty. * Go to your WordPress dashboard -> WPLoyalty -> Campaigns * Click "Create New Campaign" button * You will see a list of campaign types to choose from

For this tutorial, we are going to choose the "Points for Purchase", because this is the common engagement in most of the eCommerce store. In the next screen, please fill in the campaign options #### Campaign Options

**Campaign options:** **Campaign name -** You can give a title for the campaign **Campaign image:** You can upload an image for each campaign. **Description** - A description of your reward campaign. This description will show in the "Ways to earn" section if you create a [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page). **Customer earns points & For each $ spent** - Enter how many points to award. Example: 10 points for each $1 spent by the customer. In this case, if the customer places an order worth $100, then he will earn 1000 points (10 x 100) for that purchase. **Minimum points a customer can earn for each order (optional)** - If you want to ensure a minimum number of points for each order, then you can use this field. Otherwise this field is optional. **Maximum points a customer can earn for each order (optional)** - If you want to limit the points earning to a maximum per order, then you can enter a value. Otherwise, leave it as zero (0). **Start Date (optional)** - The campaign start date. This field is optional. **End Date (optional)** - If you want the campaign to end at a particular date, you can use this. Otherwise, this is an optional field. **Campaign visibility on “Ways to earn” section -** Using this setting you can show/ hide this Reward info from customers on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) from Ways to earn section Save and proceed to create a reward. ### Creating a Reward Now that, you have created a campaign for the customer to earn points. You now have to create a reward. So that the customer can spend the points they earned i.e., redeem their points for a reward. * Go to your WordPress dashboard -> WPLoyalty -> Rewards * Create a Reward * Choose the Reward type as "Points Conversion"

In the next screen, you can configure the reward. #### Reward Configuration Options

**Reward options:** **Title:** Give a title for the reward **Description:** Add a description for the reward. Example: Redeem 500 points for $5 dollars. This description will be used in the Customers Reward page **Conversion rate for redeeming points & For each $ discount :** Enter the number of points and the value they get in your store. Example: 500 points for spending $5. **Display Name:** Enter a display name when the reward is applied as a discount in the cart / checkout **Minimum points a customer can redeem per coupon:** If you want to ensure a minimum number of points that should be redeemed as coupon for each order, then you can use this field. Otherwise this field is optional. **Maximum points a customer can redeem per coupon:** If you want to limit the points redeeming per coupon to a maximum, then you can enter a value. Otherwise, leave it as zero (0). **Coupon Expiry:** Set a validity for the reward. Example: 30 days. This means, when a customer redeems his points for a reward, the reward (which is issued in the form of a coupon) will expire in 30 days. ie.., this date will be calculated from the date customers converted their points into a reward (usually a coupon).

**Would you like to send an expiry email ? -** You can enable this checkbox, if you are trying to send expiry notification for customers via Email. **Expiry Notification -** This option will send an coupon/ Reward expiry notification before 5 days, the coupon is going to expire. ie..,on 25th day from redeeming a coupon. [To know more about Emails send via WPLoyalty. ](https://docs.wployalty.net/how-to-customize-the-emails-sent-for-points-rewards-earned) **Reward visibility on “Reward Opportunities” section -** Using this setting you can show/ hide this Reward info from customers on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) from Reward Opportunities section. **Ordering -** Using this option you can arrange the rewards in specific order to be displayed on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page). Save and proceed to create a reward. {% hint style="info" %} Once customers earned their points, we should allow them to redeem their points. When they redeem, the points to amount conversion configured above will apply. Example: Let's say John has 1000 points. He decides to redeem 500 points. According to the conversion value set, he can redeem 500 points for a $5 reward. This reward will be created as a coupon. {% endhint %} ### Display Reward Points to Customers Now, it is time to let our customers know about our Loyalty Points & Rewards program. By default, WPLoyalty will show how many points a customer can earn in both the Product Listing and in the Product Details page. Example: #### **Product List Page**

#### **Product Detail Page**

Purchase and Earn message in product page

#### **Cart Page**

#### **Checkout Page**

[Click here to know more about display settings](https://docs.wployalty.net/display-settings) #### Customers Reward Page Also, WPLoyalty comes with a Customers Reward page to let customers manage their points and rewards. Customers can access the reward page by going to their My Account page -> Points & Rewards. The page will display - Available Points, Redeemed Points, their rewards, referral link (if referral campaign is enabled), transaction details, Ways to Earn Rewards, and Reward Opportunities section.

Some of the examples discussed here will require WPLoyalty PRO [Get WPLoyalty PRO](https://wployalty.net/pricing/) **Video:** {% embed url="" %} **Still unclear ?**\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Creating a Referral Program Learn how to create Referral Program in your site and how does it work in detail. Introduction Customer referrals are an excellent way for a business to grow its customer base and acquire new high-value clients A referral program is a marketing tactic that encourages your existing customers to share your brand / product with their friends, colleagues, and family members. This article will help you to create and launch a referral program for your e-commerce store. {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed Referral Program requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} ### Ways to Reward Customer There are different ways to reward a customer. The following are the most common way to reward a customer. **Offer a reward your users want.** This might be a discount on their next purchase, a gift card, or access to a special good or service. **Double the reward.** Customer referral programs are even more effective when you make an offer both to the referrer and referee. ### Types of Rewards Let customers earn different types of rewards. * Points - customers earn certain points for each action. Example: purchase, sign up. * Coupons - An instant reward. You can issue direct coupons as rewards like one-time bonuses, achieving spending goals, etc. Example: $10 reward if you spend over $500 in an order. It can be a percentage or a fixed coupon * [Free Product](https://docs.wployalty.net/reward-types/free-product) - Customers can redeem their points to get a free product or you can also offer this as an instant reward for achieving certain goals * [Free shipping](https://docs.wployalty.net/reward-types/free-shipping) - Customers can redeem their points for a free shipping coupons or you can also offer this as an instant reward for achieving certain goals In this article, we are going to see how to create and reward customers for referring their friends to your e-commerce store. ### Creating a Campaign The following steps will walk you through creating a Referral Campaign in WPLoyalty. * Go to your WordPress dashboard -> WPLoyalty -> Campaigns * Click "Create New Campaign" button * You will see a list of campaign types to choose from

For this tutorial, we are going to choose the "Referral". #### Campaign options

**Campaign options:** **Title -** Title for the campaign **Description** - A description of your referral campaign. **Existing Customer** **Choose the type of reward :** It is about providing a reward your **existing** customer for referring a new person to your store. The rewards can provide either in points or through a coupon reward. **Point Reward Type** * **Fixed points:** If you are choosing fixed points, you have to set the points to be earned by the campaign. For example, 100 points will be selected to reward a Existing customer.

* **Percentage based on subtotal:** If you are choosing a percentage based on subtotal, enter the percentage of points to be earned based on the subtotal.

**Coupon reward:** If you are choosing a coupon reward for **existing** customer, you have to create a reward in the reward section. For example: you can create a Point Conversion Reward. **New customer:** A person who is new (i.e, buying your product for the first time) to your store is considered to be a new customer. This is about providing a reward to your **new** customer for making their first order. The reward can be either in points or through a coupon reward. **Choose the type of reward:** You can choose the reward either in points or in the coupon reward. **Point Reward Type** * **Fixed points:** If you are choosing fixed points, you have to set the points to be earned by the campaign. For example, 150 points will be selected to reward a customer.

* **Percentage based on subtotal:** If you are choosing a percentage based on subtotal, you set the points to calculate the percentage. **Coupon reward:** If you are choosing a coupon reward for **NEW** customer, you have to create a reward in the reward section. For example: you can create a Point Conversion Reward. **Start Date (optional)** - The campaign start date. Optional field. **End Date (optional)** - If you want the campaign to end at a particular date, you can use this. This is also an optional field. Save and proceed to create a reward. ### Creating a Reward Now that, we have created a campaign for the customer to earn points. We now have to create a reward. So that the customer can spend the points they earned i.e., redeem their points for a reward. * Go to your WordPress dashboard -> WPLoyalty -> Rewards * Create a Reward * Choose the Reward type as "Points Conversion".

#### Reward Configuration Options

**Title:** Give a title for the reward **Description:** Add a description of the reward. Example: Redeem 500 points for $5 dollars. This description will be used in the Customers Reward page **Conversion rate for redeeming points & For each $ discount :** Enter the number of points and the value they get in your store. Example: 500 points for $5 dollars. **Display Name:** Enter a display name when the reward is applied as a discount in the cart / checkout **Coupon Expiry:** Set a validity for the reward. Example: 30 days. This means, when a customer redeems his points for a reward, the reward (which is issued in the form of a coupon) will expire in 30 days. **Reward visibility on “Reward Opportunities” section:** This option allows us to show or hide the reward in the Reward Opportunities section on the Reward page. **Ordering:** This option allows us to order the rewards in the specific order to be displayed on the reward page. Save and activate. {% hint style="info" %} Once customers earned their points, we should allow them to redeem their points. When they redeem, the points to amount conversion configured above will apply. Example: Let's say John has 1000 points. He decides to redeem 500 points. According to the conversion value set, he can redeem 500 points for a $5 reward. This reward will be created as a coupon. {% endhint %} ### Display Reward Points to Customers Now, it is time to let our customers know about their rewards. Example: **Existing Customer:** #### **Cart Page of Existing customer after earning 100 points via Referral Campaign:**

By clicking **" click here "** your customer can redeem this reward from the below popup.

Now points will be used to redeem this reward. **Cart page after redeeming 500 Points for $5:**

**Checkout page:**

**Reward page of existing customer after redeeming 500 points via Point Conversion Reward:**

**New Customer:** Once the existing customer share the Referral URL to new customers via Social Share, new customers can copy the link and place an order using the Referral Link. **Cart page of New Customer while placing first order using Referral URL:**

#### **Checkout page of New Customer while placing first order using Referral URL:**

#### **Reward page of New Customer after completing first order using Referral URL:**

{% hint style="info" %} **Note:** If you are testing as a new customer using referral URL, then paste the referral URL in incognito tab, place order using new email address and you can test it. {% endhint %} The above discussed scenario requires PRO. [Click here to purchase WPLoyalty PRO.](https://wployalty.net/pricing/) **Video:** {% embed url="" %} **Still unclear ?**\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Creating a Customer Reward Page Learn how to create a customer reward page in your store so that your customers can discover your rewards program Once you create a Loyalty and Rewards program, you will need ways to let the customer know about your rewards and use them. WPLoyalty offers two options for you to showcase your rewards program 1. Reward page on My Account (default) 2. Customer Rewards page {% hint style="info" %} Ensure WPLoyalty plugin is installed and activated. Note that some features are exclusive to the PRO version. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) {% endhint %} ### Reward section on My Account Page This is enabled by default as soon as you install the WPLoyalty plugin. By default, your customers will be able to check their Available Points, Available Rewards, get their Referral Link, Ways to Earn Rewards and Rewrd Opportunities section section from this 'My Account -> Points & Rewards'. Customers just have to go to the My Accounts page (of WooCommerce) -> Points. {% hint style="info" %} If you have not created a My Account page for your customers, learn [how to create a My Account page in WooCommerce from this official guide](https://woocommerce.com/document/the-my-account-page/) {% endhint %}

**Customer Reward page:** You can also create a dedicated "Customers Reward Page" and add to your store menu / navigation of your choice. This can be done by creating a page (from the Pages section). * Go to your WordPress dashboard -> Pages -> click Add New Button * Give a title to the page * Add the following short code: `[wlr_page_content]`

Just save the page and add it to your menu / navigation {% hint style="info" %} If you are new to WordPress, you may want to refer [how you can add menu links / navigation in your site from this guide](https://www.dreamhost.com/blog/tutorial-wp-menu-setup/). {% endhint %} **Sections in the Reward Page** The reward page (applies to both types) shows the following sections * **My Points** - The points earned & redeemed by the customer * **My Rewards** - The rewards claimed by the customer. And the available rewards the customer can redeem * **Referral** - If you have created a "Referral" campaign, then it will show the Referral widget with unique referral link of the customer * **Ways to earn -** This section will list all the reward campaigns you created for the customers - opportunities to earn reward in your store. * **Transaction details:** This section will list all the order details and actions performed by customers. * **Reward Opportunities:** This section will display the reward opportunities to the customer and how to earn rewards for customers. * **Levels:** This indicates the customer's current level, with points required to advance to the next level. * **Upcoming Point Expiration:** This section displays the upcoming expiring points to notify about the existing points. * **Notification Preferences:** This option allows you to customize your priority in sending emails for earning points and rewards. {% hint style="info" %} The reward page will use the title & description given in the campaigns / rewards. So when you create the campaigns / rewards, please have the title and descriptions entered in a way the customer will understand. {% endhint %} **Customise Customer Reward page:** In Customer Reward Page (go to WPLoyalty -> Settings -> Customer Reward Page -> Branding), the branding tab offers customization options like changing color and icons.

**Looking to display info in Customer Reward Page by checking additional condition like Customer Level and Customer User Role: ?**

With these options, we can customize the display of information in the "Ways to Earn" section based on additional conditions: * Current Role - will display Campaign info matched to that logged in customer's user role * Current Level - will display Campaign info matched to customers current level * Current and next user level - will display Campaign info of current and next user/ upcoming level of customer **Used point image:** You have the option to change the icons for your used points (Available points)& Active point image (Redeemed points) . By clicking "choose an image" you can edit the icons. Also, You can change the theme color and heading color. **My account page:**

**Redeem & Coupon button:** You have the option to change the text and color option for Redeem Now button. Also, you can change the coupon code color. My account page:

Do more with PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) **Video:** {% embed url="" %} **Frequently asked question:** **1. How to further customize "My account -> Points & Rewards" page ?** You can customize the Points & Rewards page via theme override. You can follow the below steps: * Go to the following path: /wp-loyalty-rules/App/Views/Site/ * Copy the file: file\_to\_override.php * Paste it into the: /wp-content/themes/YOUR\_ACTIVE\_THEME\_NAME/wployalty/file\_to\_override.php * The below example is to override the reward page of the wployalty. * Go to the following path:\ `/wp-content/plugins/wp-loyalty-rules/App/Views/Site/` * Copy the file:\ `my_account_page_reward.php` * Paste it into:\ `/wp-content/themes/YOUR_ACTIVE_THEME_NAME/wployalty/my_account_page_reward.php` * Now, the template override for the loyalty reward page is successful, you can now edit the `/wp-content/themes/YOUR_ACTIVE_THEME_NAME/wployalty/my_account_page_reward.php` as per your need.
Now, you can edit the overridden file and do customisation. **2. How to further customize the "Customer Reward Page"?** As like the Points & Rewards page, you can further customize the Customer Reward page via theme/ template override. You can follow the below steps: * Go to the following path: /wp-loyalty-rules/App/Views/Site/ * Copy the file: customer\_reward\_page.php * Paste it into the: /wp-content/themes/YOUR\_ACTIVE\_THEME\_NAME/customer\_reward\_page.php Now, you can edit the overridden file and do customisation. Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Creating a Campaign Learn how to create a campaign in WPLoyalty. {% hint style="info" %} Haven't yet purchased the WPLoyalty - PRO ? [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} The below following points will show how to create a campaign 1. Go to your WordPress Dashboard-> WPLoyalty-> campaign 2. Click on the " create new campaign"

3\. Now you will be able to view the different types of campaigns.

4\. By clicking **Create Campaign** button. You can start to create your campaign. For Example, Here I have created a **point for purchase** for your better understanding. ### Point for purchase Reward a customer for their purchase. For example: a customer will get 100 points for every $10 spent in your store for their purchase.

**Campaign options:** **Campaign title:** create a name for your campaign. **Description:** Here you can create a short description to your campaign. You can create it for your reference. But, this description field is optional. **Customers earn points:** You can create a customers earns points for every purchase. You are giving a reward as a point to your customer for every purchase. For example : You can set a customer earn points as $100 for each $10 spent on a purchase. **Minimum points a customer can earn for each order:** This field is optional but you can create a minimum points a customer can earn for each order. Based on these point your customer will get their reward for purchase. **Maximum points a customer can earn for each order:** This field is optional. You can set a maximum number of points to be awarded for each order. **Campaign start and end date:** You can set your campaign start and end date as per your preference. This field is also optional. **Campaign visibility on “Ways to earn” section:** Using this setting you can show/ hide this Reward info from customers on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) from Ways to earn section. **Ordering -** Using this option you can arrange the rewards in specific order to be displayed on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page). **Advanced settings** The advanced settings are about a message, shown on product pages. So that the customer knows about the reward. **Conditional rules**

Click additional settings-> conditional rule. By using conditional rules you can create a quickly dynamic discount, an pricing rule for your store. You can create a different condition based on cart, product, language and so on. For every new campaign that you create for your customer reward, you will have conditional rules for it. It is optional but if you need to create a reward for a particular category you can use the condition. [To know more about Conditional Rules, click here. ](https://docs.wployalty.net/campaigns/campaign-rules) By clicking **save,** a new campaign will be created.

**Screenshot of cart page:**

As you can see, while spending $30 -> customer will earn 300 points. Do more with PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Campaign Types Learn the different types of campaigns available in WPLoyalty. ### Campaign Types * Point for purchase * Reward based on spending * Referral * Sign up * Review * Birthday * Social media share (Facebook, Twitter, WhatsApp, Email and Follow Up Share) * Achievement Campaign \ The above are the campaign types to reward customers for purchases, sign up, writing reviews, social sharing, referring their friends and more. {% hint style="info" %} Ensure WPLoyalty plugin is installed and activated. Note that some of Campaign Types are exclusive to the PRO version. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) {% endhint %} ### **Point for purchase** * Rewarding Points for a customer for their purchase. * For ex: If the customer spend $100 in their purchase then 10 Points will be rewarded for their purchase, while spending $200 earn 20 Points and so on...

### **Reward based on spending** * Customer can earn points or rewards for their spending. * For ex: if the customer spend $100 and get 100 points or $10 reward. This helps you increase average order value. ![](/files/SLEY9JiHuMBSGgmusNBp) ### **Referral** * Customer will get a reward for making a referral. ![](/files/DdsMQA7VbsocnHnGyDMB) ### **Sign up** * Customer will get a reward for registering or creating a account at your store. ![](/files/wPl0DNh4v8IdUzHv93Hj) ### **Review** * Customer can get a reward for writing a review about the product they purchased. * It will helps you to increase the revenue to the store. ![](/files/U6NyV0eoviSKOsiXFSr2) ### **Birthday** * Customer can get a reward for sharing their date of birth and also get a special offers on their birthday. ![](/files/KHffL4CNiIdDwFtRtABD) ### **Social Media share** * By sharing your products/ referral link in social media such as Facebook, Twitter, Whatsapp or Email, can get a reward/ points. * It will increase the growth of the store and provide a proof of the products. Example: Whats app ![](/files/oMPEboaeuUpmDuwJpYRR) **Follow Up share** * Reward your customers for following your pages in social media like Facebook, Instagram.

**Achievement Campaign** * Reward your customers for actions like while they moving up a Level or for actions like Daily Login.

**Frequently asked questions:** \ **1. Difference between point for purchase & reward based on spending** * Point for purchase: In point for purchase, Customer can earn points dynamically based on customer every x amount spend on purchase. For example: when customer earn 1 points for $10 spend, earn 2 points for $20 spend **Here is a sample:**

* Reward based on spending: In reward for spending, customer will earn fixed point based on their spending and the points will doesn't change based on customer spending. For example: When customer spend maximum of $500 then they will earn 10 points and if he spend 600 or more, customer would still earn 10 points. ie..,instead of dynamic points, Fixed Points will be given. **Here is a sample:**

Some of the above discussed scenarios requires PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Campaign Rules Learn how to apply the different types of rules while creating a campaign and reward in WPLoyalty ### W**hat is Campaign Rules?** Campaign rules is a set of instructions to helps to create a reward for a customer who purchase a product. ### **Benefits of campaign rules** You can easily identify the number of orders, that customers have purchased in your store. It helps to create a reward for the customer. By using the campaign rules you can increase your sales and you can increase your productivity as well. {% hint style="info" %} Ensure WPLoyalty plugin is installed and activated. Note that below discussed Conditions/ Rules are exclusive to the PRO version. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) {% endhint %} ### **Conditional rules** Click campaign-> create campaign->additional settings-> conditional rule. By using conditional rules, you can create a quickly dynamic discount on pricing rules for your store. You can create a different condition based on cart, product, language and so on. For every new campaign that you create as a customer reward, you have conditional rules for it. But, it is an optional field. If you need to create a reward for a particular category, then you can use this condition. By using Conditional rules, you can create a quickly dynamic discount pricing rule for your store. You can create a different types of discount,such as language based discount, cart based discount, country based discount and more. If you select a particular product, cart or order, you can choose and add a condition. So that the selected product,cart or order will get points for a purchase. There are different types of conditional rules: ![](/files/lMvOCK0FtJe09P4AUvzc) ### **Common:** **User role :** We can assign a group of customers to a specific userrole and provide Points/ Rewards only for that group of users using "User Role" condition. Example: Provide points only for **Wholesale** user roles. [Click here for more User role based examples](https://docs.wployalty.net/conditional-based-scenarios/how-to-create-user-role-specific-campaigns-in-wployalty) **Customer points:** It is about customer earned points and used points for purchase. **Customer:** a person who is buying a product from your store can be considered as a customer. **Language:** a common language that you use in your store. [To know more about Language based condition, click here](https://docs.wployalty.net/conditional-based-scenarios/how-to-create-campaigns-while-having-multilingual-site-wpml) **Currency :** If you select $, the cost and the total cost will be shown as dollars. **Customer level:** You can set a customer level condition based on their points. [Click here to know more about Levels](https://docs.wployalty.net/how-to-create-a-levels-badges) ### **Cart:** **Cart subtotal:** The subtotal is the total of all items in the shopping cart. **Line item count:** The number of entries in the lined item table will be considered as line item count. **Cart weight :** You can select a different weight for the cart. For example Customers' each items weight must be greater than or equal to 100. ### **Product:** **Products:** You can select a product and how the product should be (ie., In list or not in the list) and you can select what should be the product quantity ( greater than or less than, or greater than or equal, or less than or equal). [Click here and refer to Frequently asked questions section to know about how to exclude products from Campaign/ Rewards. ](https://docs.wployalty.net/campaign-types/points-for-purchase) **Product categories:** It is the same as like the product. **Product attributes:** It is the same as the product. **Product sku:** It is the stock keeping unit which is also a **scanning bar code** to help the vendors automatically track the movement of inventory. **On sale product :** You can choose the product on sale that should be excluded or included. **Tags:** Product tags are descriptive labels placed on goods. ### **Order:** You can see the details of your customer order product and status. **Payment method:** You can select the mode of payment, whether it should be in list or not in the list and the payment should be done through direct bank transfer, cash on delivery or cheque. **Order status:** You can select the order status processing , completed, on hold and more, that should be in list or not in the list. **Purchase history :** Identify the number of orders your customer has purchased so far. **Lifetime sales value:** It is a average revenue that a customer will generate throughout their lifespan as a customer. **Purchase history:** **First order:** You can select whether it should be customer's first order or not to provide Points/ Rewards. For example: 100 bonus points for the “first purchase” **Last order:** This condition will check the customer's last order status if its placed within a selected period of time. For example: Get Free Shipping if last order is placed within a week. **Last order amount:** This condition will check the customer's last order amount. For example: 30% reward if the “last order value” is greater than $500 **Number of orders made:** This condition will represent the count of orders placed within a selected time period. For example: Place at least 5 orders this month & earn $20 reward **Number of orders Made following products:** This condition will represent the count of orders placed using a specific product within a selected time period. For example: Complete atleast 3 orders with Hoodies within a week and get hoody as free. **Number of quantities made with following products:** This condition will represent the quantities of products previously purchased within a selected time period. For example: Order at least 10 quantities of Hoodies (in a single or multiple orders) during the current year and earn 500 bonus points. **Total spent:** This condition will check the total amount customer spent in previous orders within a selected time period. For example: Spend over $1000 “during the last 6 months” & get $100 reward **Number of orders with order value or count:** This condition checks how much a customer has spent across a certain number of orders in a specific time period. For example, if a customer makes at least five orders, each with a minimum spending of $50, they'll get a $10 reward." [To know about Purchase History examples, click here. ](https://docs.wployalty.net/conditional-based-scenarios/purchase-history-based-conditions-with-examples) You can choose the above options to create a reward for your customer. If the condition satisfies, then the customers will get reward for their purchased product. Some of the above discussed conditions requires PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) **Explore the Popular Conditions showcased in this video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :)
# Creating a Reward Learn how to create Reward in WPLoyalty. {% hint style="info" %} Ensure WPLoyalty plugin is installed and activated. Note that some of the below discussed Reward Types are exclusive to the PRO version. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) {% endhint %} **Reward Types:** * Points Conversion * Fixed Discount * Percentage Discount * Free Product * Free Shipping **Point Conversion:** Convert earned points for a discount. Example Redeem 10 points for $1. **Fixed Discount:** Get fixed discount by redeeming points/ as instant coupon. Example: Redeem 100 points for $10 or get $10 instant coupon while Signing Up. **Percentage Discount:** Reward as percentage discount. Example: Redeem 500 points to get 10% off. **Free Product:** Give a specific product as free as a gift. Example: Give "Product X" as free for customers in Gold Level. **Free Shipping:** Get free shipping as a reward for customers. We can give reward to customers as two forms (it can either be Points or Coupon): * **Point Reward** - Customer can redeem the points earned via Campaigns. Example: Redeem 10 points for $1. * **Coupon Reward** - Customer can get a instant coupon reward while they perform any actions like Signup, placing an order, leave a review, referral, on their birthday and so on... Let's see how to create a reward: The below steps will show how to create a reward in detail: 1. Go to your WordPress Dashboard-> WPLoyalty-> Rewards 2. Click on the " Create New Reward"

3\. Now, you will be able to see different types of Rewards.

4\. By clicking **Create Reward** button, you can start to create your Reward. **Scenario 1:** Let's see how to create a simple Point Conversion Reward. ie.., Redeem 10 points for $1 discount, 20 points for $2 and so on...

Now, lets see how to redeem this reward from cart/ checkout page. **Cart page:**

By choosing the "**click here**" option, we can redeem the points by clicking "**Redeem Now**" from the pop-up

In the above field, we can enter the amount of points we would like to redeem and by default it will show the customer's current point balance. However, we can use only the amount of points as per our choice. For example: I'm redeeming only 30 points and click "**Redeem**"

As we can see, I have redeemed 30 points for $3 successfully.

**Scenario 2:** Let's see how to create coupon Reward. As we said, coupon Reward will be generated, if they perform any actions like Signup, placing an order, leave a review, referral, on their birthday and so on... Example: 30% off for customers who spend $100. **Step 1:** Create a 30% Percentage Discount reward.

Step 2: Go to Campaigns -> Create New Campaign -> Choose **Reward based on spending**

Now, if customer place an order by spending $100 and completes his order, he will get 30% off Reward and he can use that 30% off in his upcoming orders. Some of the above discussed Reward Type requires PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Points for Purchase Learn how to reward customers for their purchases. ### What is Points for Purchase? Points for purchase is about rewarding a customer for their purchase in your store. ### Importance of Points for Purchase 1. Point of purchase plays an important role in drawing attention to specific merchandise. 2. They can be utilised to promote products on sale, promote new or updated products and designs. 3. It will provide detailed information about the products. {% hint style="info" %} The Point for Purchase Campaign that is discussed below is included in our free package, "[WPLoyalty - Points and Rewards for WooCommerce](https://wordpress.org/plugins/wployalty/)." It's important to note that certain features mentioned in the examples, such as additional conditions, are only available in the PRO version. If you want to upgrade to WPLoyalty PRO, simply click below. [Get WPLoyalty PRO ](https://wployalty.net/pricing/) {% endhint %} ### Creating Point for Purchase 1. Login to your WordPress dashboard->**WPLoyalty-**> click campaign-> click create new campaign

2\. You can see the different types of campaigns to reward customers. 3\. Choose **Point for Purchase.**

Now you can start creating your campaign.

**Campaign options:** **Title -** Title for the campaign **Description** - A description of your reward campaign. This description will show in the "Ways to earn" section if you create a Customers Reward page **Customer earns points & For each $ spent** - Enter how many points to reward an customer. Example: 10 points will be rewarded for each $1 spent by the customer. In this case, if the customer places an order worth $100, then he will earn 1000 points (10 x 100) for that purchase. **Minimum points a customer can earn for each order (optional)** - If you want to ensure a minimum number of points for each order, then you can use this field. Otherwise, this field is optional. **Maximum points a customer can earn for each order (optional)** - If you want to limit the points earning to a maximum per order, then you can enter a value. Otherwise, leave it as zero (0). **Start Date (optional)** - The campaign start date. This is an optional field. **End Date (optional)** - If you want the campaign to end at a particular date, you can use this. This is also an optional field. **Campaign visibility on “Ways to earn” section -** Using this setting you can show/ hide this Reward info from customers on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) from Ways to earn section **Ordering -** Using this option you can arrange the rewards in specific order to be displayed on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page). ### **Advanced settings** The advanced settings are about a message shown in product pages. So that the customer knows about the reward.

**Where to show the message?**

1. You can display the message "Purchase & earn X Points!" in Both list and single product pages. 2. You can Hide the above message so that the message will not display on both list and single product pages. 3. You can display the message only in the Product List Pages 4. You can display the message only in the Single Product Pages. **Message for Simple and Variable products** - You can edit these messages with the below given short codes. **Further customisation of this display message:**

You can also change the border color , text color, background color and round the edge of "Purchase and earn X Points!" message. **For example here is a screenshot of Product List Page showing "Purchase & earn X Points!" message:**

### **Conditional rules**

By using conditional rules, you can quickly create a dynamic discount on pricing rule for your store. It is optional but if you need to select a particular product, cart or order, then you can choose and add a condition. If the condition satisfies then your customer will get points for every purchase. [Click here to know more about additional Conditions/ Rules, click here. ](https://docs.wployalty.net/campaigns/campaign-rules) By clicking **save,** a new campaign will be created.

### Display Reward Points to Customers Now, it is time to let your customers know about your Loyalty Points & Rewards program. Example: **Cart Page**

**Checkout Page**

**Frequently asked questions:** How to exclude certain products from earning points? We can use the additional condition "Products -> Not in list" and exclude products via Point for Purchase Campaign. **Example:**

**Cart Page:**

As you can see, point is given only for "Hoody" product and not for "Bag". Likewise, we can exclude "Product Categories or Products" from earning opportunities. Do more with PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Reward for spending Learn how to reward customers by rewarding points or rewards for their spending. Basically, the rewards are determined by the amount of money spent by the customer on a purchase. If you've not been in the industry for decades, rewarding your customers has the ability to create your business. ### **What is reward for spending?** Let customers earn points or rewards for their spending. Example: Spend $100 and get 100 points or $10 as a reward. This helps you increase the average order value. The average order value is about the amount spent on each time a customer places an order in your store. ### **Benefits of reward for spending:** **Customer loyalty-** Rewarding a customer can increase sales and productivity. Customer loyalty matters because repeat customers spend more on each transaction. **Increase brand value -** Rewarding your customers will make it easy for you to communicate with them. When your customer starts to trust your brand, they place a higher value on it. **Stronger connect-** The another advantages of rewarding your customer will helps in building relationship with them. Make sure that you offer them special perks or rewards whenever they make a purchase. **Increased customer retention-** The study shows that 84% of customers say they’re more likely to stick with a brand that offers a loyalty program and 66% of customers say the ability to earn rewards actually changes their spending behaviour. {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed "Reward based on Spending" Campaign requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} ### **Creating a Campaign** The following steps will walk you through creating a Reward based on Spending Campaign in WPLoyalty. * Go to your WordPress dashboard -> WPLoyalty -> Campaigns * Click "Create New Campaign" button

* You will see a list of campaign types to choose from For this tutorial, we are going to choose the "**Rewards based on spending"**

Now you can start creating your campaign.

**Campaign options:** **Campaign name:** Create a name for your campaign. Here you can create your campaign type. For example: Earn 100 Points for orders over $500 **Description:** In this section you can create a short description of your campaign. For example: Spend $500 and earn 100 Points **Choose the type of reward:** You can choose the reward as either points or as a coupon reward for your customer. For example : 100 points will be selected to be awarded **Minimum spend:** If you want to ensure a minimum number of amount a customer can spend in order, then you can use this field. Otherwise, this field is optional. For example: Spend $500 in an order and earn 100 Points. **Maximum spend: I**f you want to create a maximum amount a customer can spend in an order.then you an use this field. Otherwise, leave it as 0 **Start Date (optional)** - The campaign start date. This is an optional field. **End Date (optional)** - If you want the campaign to end at a particular date, you can use this. This is also an optional field. **Campaign visibility on “Ways to earn” section -** Using this setting you can show/ hide this Reward info from customers on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) from Ways to earn section. **Ordering -** Using this option you can arrange the rewards in specific order to be displayed on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page). Click **add conditions** -> select the necessary condition (optional)

By using conditional rules, you can create a dynamic discount on pricing rule for your store. You can create a different condition based on cart, product, language and so on. For every new campaign that you create for your customer reward. You have conditional rules for it. It is optional but, if you need to create a reward for a particular category you can use the condition. [Click here to know more about additional Conditions/ Rules, click here. ](https://docs.wployalty.net/campaigns/campaign-rules) By clicking **save** a new campaign will be created.

### **Display Reward points to Customer** Now, it is time to let our customers know about the reward points. Example: **Cart Page:**

As you can see, customers will earn 100 Points while spending $500 or more. Likewise, we can provide different Points for different subtotal ranges as shown like in below video. **Checkout Page**

The above discussed scenario requires PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :)
# Review Reward Learn how to reward customers when they write a review for a product they purchased. It is about rewarding a customer for giving reviews of the product that they have purchased. This method will help you build customer trust while also improving your store's quality and customer base. ### **Advantages of reviewing:** The Benefit of reviews is that you can make your future customers feel much more confident in purchasing a product. Reviews can also help you in better understanding of your products. **Product reviews create more informed customers:** The study says 82% of customers say the content of a review has convinced them to make a purchase. **Social proof** is a evidence that other people have purchased and found value in a product. **Increased trust:** Reviews are a powerful source of information for users, simply because they are more trustworthy. {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below-discussed "Review Campaign" requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} > ⚠️ **Note:** WPLoyalty plugin is compatible only with the **default WooCommerce Reviews** and [**Yuko Reviews**](https://wordpress.org/plugins/yuko-integration/). If you are using a different review plugin, the Review Reward campaign may not function as expected. ### **Creating a Campaign** It is about rewarding a customer when they write a review of a product they purchased. The below following points will show how to create a **Review Reward** 1\. Please go to your WordPress dashboard. 2\. Go to **WPLoyalty-**> click campaign-> click **create new campaign**

3\. You can see different types of campaigns to reward customers. 4\. Choose **Review Reward.**

Now, you can start creating your campaign.

**Campaign options:** **Campaign name:** Create a name for your campaign. For example: Give review and earn 50 Points **Description:** In this section you can create a short description of your campaign. For example : Add review for products you previously purchased and get Points. **Choose the type of reward:** You can choose the reward either points or a coupon reward for your customer. For example : 50 points will be selected to reward a customer. \[or] If you are choosing a coupon reward, make sure that you have to create a reward in the reward section. **Message to display:** You can display a message on the product reviews section of your store. You can edit this message here as per your requirement. **Start Date (optional)** - The campaign start date. This is an optional field. **End Date (optional)** - If you want the campaign to end at a particular date, you can use this. This is also an optional field. **Campaign visibility on “Ways to earn” section -** Using this setting you can show/ hide this Reward info from customers on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) from Ways to earn section. **Ordering -** Using this option you can arrange the rewards in specific order to be displayed on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page). Click **add conditions** -> select the necessary condition (optional)

By using conditional rules, you can create a dynamic discount on pricing rule for your store. You can create a different condition based on cart, product, language and so on. For every new campaign, you create for your customer reward, you have conditional rules for it. It is optional but, if you need to create a reward for a particular category you can use the condition. [Click here to know more about additional Conditions/ Rules, click here. ](https://docs.wployalty.net/campaigns/campaign-rules) By clicking **save** a new campaign will be created.

### **Display Reward to Customer** Now, it is time to let our customers know about the reward. Example: **Product Page**

**Note:** This review message will get displayed in single product pages, only if customers previously purchased the product. After writing a review in a product page, the review will get approved by admin and then the Points/ Rewards will be added to customers profile as shown like in below video. Now, the points will get added to your account. My account page:

{% hint style="info" %} **Note:** Review Points/ Reward will only be given to customers for products that they have purchased previously. Additionally, customers will only be able to earn review points once per product, provided that their placed order has met the [successful order status](https://tinyurl.com/2cyy2gwv) setting and once their review has been approved by the administrator. {% endhint %} The above discussed scenario requires PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Referral Campaign Learn how to reward customers for referring their friends to your store. Any incentive offered to customers who actively promote and refer others to a brand is known as a “referral reward”. ### **The Effects of Referral Rewards** 1\. Customers are more likely to purchase when a friend recommends it to them. 2\. Customer referrals increase trust. 3\. Customer referrals are a great way to get more customers at a low cost. {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed "Referral Campaign" requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} ### **Creating a Campaign** It is about rewarding your customers for purchasing a product by referring their friends to your store. The following points will show you how to create a **Referral Reward** 1\. Please go to your WordPress dashboard. 2\. Go to **WPLoyalty-**> click campaign-> click **create new campaign**

3\. You can see different types of campaigns to reward customers. 4\. Choose **Referral Reward.**

In the next screen, please fill in the campaign options

**Campaign Options** **Title -** Title for the campaign. For example: Refer your friends and earn 100 Points **Description** - A description of your referral campaign. For example: Get 100 Points by referring your friend and your friend will 150 Points **Existing Customer:** **Choose the type of reward :** It is about providing a reward to your **Existing** customer for referring a new person to your store. The rewards can be provided either in **Points** or through a **Coupon** reward. **Point Reward Type** **Fixed points:** If you are choosing fixed points, you have to set the points to be earned by the campaign. For example, **100** points will be selected to reward a Existing customer.

**Percentage based on subtotal:** If you are choosing a percentage based on subtotal, you set the points to calculate the percentage. Example: 10%. So, if new customer spends $100, then Existing customer will be awarded 10 percentage of $100, which is 10 points. **Coupon reward:** If you are choosing a coupon reward for your Existing customer, you have to create a reward in the reward section. For example, you can create a fixed discount. **New customer:** It is about the person who is buying a product for the first time in your store being considered a new customer. It is about providing a reward to your **New** customer for their first order. The reward can be either in points or through a coupon reward. **Choose the type of reward:** You can choose the reward either in points or in the coupon reward. **Point Reward Type** **Fixed points:** If you are choosing fixed points, you have to set the points to be earned by the campaign. For example, 150 points will be selected to reward a customer.

**Percentage based on subtotal:** If you are choosing a percentage based on subtotal, you set the points to calculate the percentage. Example: 10%. So, if new customer spends $100, then he (new customer) will be awarded 10 percentage of $100, which is 10 points. **Coupon reward:** If you are choosing a coupon reward for New customer, you have to create a reward in the reward section. For example, you can create a fixed discount. **Start Date (optional)** - The campaign start date. This is an optional field. **End Date (optional)** - If you want the campaign to end at a particular date, you can use this. This is also an optional field. **Campaign visibility on “Ways to earn” section -** Using this setting you can show/ hide this Reward info from customers on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) from Ways to earn section. **Ordering -** Using this option you can arrange the rewards in specific order to be displayed on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page). Click **add conditions** -> select the necessary condition (optional)

By using conditional rules, you can create a dynamic discount on pricing rule for your store. You can create a different condition based on cart, product, language and so on. For every new campaign, you create a customer reward. You have conditional rules for it. It is optional but, if you need to create a reward for a particular category you can use the condition. [Click here to know more about additional Conditions/ Rules, click here. ](https://docs.wployalty.net/campaigns/campaign-rules) By clicking **save** a new campaign will be created.

### Display Reward Points to Customer Now, it is time to let our customers know about the rewards. Example: **Existing Customer:** **Screenshot of Existing Customer's My Account page:** Before the friend (new customer ) completing his purchase. Now, Existing customer can copy this URL and share it with their Friends (new customers).

As you can see in the below screenshot, after the friend (new customer ) completed his purchase, 100 Points has been added to the Existing Customer -> My account -> Points & Rewards -> Available Points.

**How to test as new customer:** Copy the **Referral link** and paste it on New incognito private window and place order as a new customer/ with new email address. Based on the referral link customer will purchase the product. **Cart page of New customer:**

**Checkout page of New Customer:**

**Thank you page of New Customer after placing first order using Referral URL:**

**My Account -> Points & Rewards page of New customer after completing first order using Referral URL:** As you can see in the below screenshot, after the friend (new customer ) completed his purchase, 150 Points has been added to the New Customer's account.

{% hint style="info" %} **Note:** Both the existing customer and the friend (new customer) will be given the referral reward "**after**" the friend makes a successful purchase. Then they can use the earned points/ coupon via referral on their next purchase (second order). {% endhint %} The above discussed Campaign requires PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) ... # Social Share Campaigns Learn how to reward customers for sharing in social media channels like Facebook, Twitter, Whats App Social sharing allows you to reach a large target audience, boost your brand's impression, and create more income. ### What is social share reward? It is about rewarding customers for social sharing, your store and your product. For example: Customers will share your products on Facebook, Whats app, Twitter, and email. ### Impact of social sharing Get more sales or orders from your existing customers. Increasing the probability of getting a second order from first time buyers. Bring in more value to your customers with rewards. {% hint style="info" %} **Please note:** Customers will be credited with points / rewards only once as soon as they click the social share options from your rewards / my account page. Customers can share multiple times but the points will be given only once per customer.\ \ In general, Facebook, Twitter, and Instagram don't allow third-party programs like WPLoyalty to pull information from their websites, making it impossible to award social points after a verification. As a result, the social share campaigns work on the honour system with your customers. When creating the social share rewards, it is recommended to keep this in mind and make sure they align with your goals {% endhint %} {% hint style="warning" %} NOTE: Currently, the social share campaigns work together with the Referral campaign only. ie.., the social share options are available only if you have created and enabled a Referral campaign {% endhint %} {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed Campaign requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} ### **Creating a Campaign** **Facebook :** Reward customers for sharing your store or products on Facebook. It will help to increase your sales through social media. It will give you proper visibility and proof of your product. Follow the points below to create a campaign for Facebook Share * Go to your WordPress dashboard -> WPLoyalty -> Campaigns * Click "Create New Campaign" button

* You will see a list of campaign types to choose from. Choose Facebook Share Campaign.

Now you can start creating your campaign.

**Campaing options:** **Campaign name:** Create a name for your campaign. Here you can create your campaign type. For example: Facebook **Description:** In this section you can create a short description of your campaign. For example : Reward a customer for sharing your product/store in Facebook. **Choose the type of reward:** You can choose the reward either points or a coupon reward for your customer. For example : 100 points will be selected to reward a customer. **Share Message:** In this section customer can share a message about product/ store in social media. **Start Date (optional)** - The campaign start date. Optional field. **End Date (optional)** - If you want the campaign to end at a particular date, you can use this. **Campaign visibility on “Ways to earn” section -** Using this setting you can show/ hide this Reward info from customers on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) from Ways to earn section. **Ordering -** Using this option you can arrange the rewards in specific order to be displayed on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page). Click **additional settings**-> **conditional rule.**

By using conditional rules, you can create a dynamic discount on pricing rule for your store. You can create a different condition based on cart, product, language and so on. For every new campaign that you create for your customer reward, you have conditional rules for it. It is optional. In case, if you need to create a reward for a particular category, you can use the condition. [Click here to know more about additional Conditions/ Rules, click here. ](https://docs.wployalty.net/campaigns/campaign-rules) By clicking **save** a new campaign will be created.

By clicking " Facebook" in my account section. You can share the product/ store in Facebook. **My account page:**

The above discussed Campaign requires PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Birthday Reward Learn how to reward customers for sharing their date of birth. Reward your customers for sharing their date of birth with you. This will also help you provide special offers on their birthday. ### **The Importance of giving birthday rewards** 1. Birthday points are an amazing way to connect with your customers. 2. It will aid in the formation of creating a bond between you and your customer. 3. It will enhance your loyalty reward program. 4. Rewarding customers on their birthdays will help with customer retention. Research says 84% of customers are more likely to stay with a brand that opts for a customer approach and goes out of its way to surprise customers and make them feel special. {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed "Birthday Campaign" requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} **Creating a Campaign** Reward your customers for sharing their date of birth with you. This will help to offer a special offers on their birthday. The following steps will walk you through creating a Birthday Reward Campaign in WPLoyalty. * Go to your WordPress dashboard -> WPLoyalty -> Campaigns * Click "Create New Campaign" button * You will see a list of campaign types to choose from In the next screen, please fill in the campaign options

**Campaign Options**

**Campaign type:** Create a name for your campaign. For example: Birthday Campaign **Description:** In this section you can create a short description of your campaign. For example : Earn a reward for sharing date of birth. **Choose the type of reward:** You can create a message shows on the Customer Reward page. You can choose the reward either points or a coupon reward for your customer. For example : 100 points will be earned by this campaign. **When this reward will be given:** Select the event to apply reward it can either on their birthday or on the day customer providing their birthday date . **Campaign Visibility :** This section allows you to show/hide the campaign in the ways to earn rewards section. **Ordering -** Using this option you can arrange the rewards in specific order to be displayed on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page). Customers can be shown or hidden specific campaigns on the my account page and in the launcher widget. As a result, the campaign will be displayed or hidden on my account page and launcher widget. **Start Date (optional)** - The campaign start date. This is an optional field. **End Date (optional)** - If you want the campaign to end at a particular date, you can use this. This is also an optional field.

By using conditional rules, you can create a dynamic discount on pricing rule for your store. You can create a different condition based on cart, product, language and so on. For every new campaign that you create for your customer reward, you have conditional rules for it. It is optional but, if you need to create a reward for a particular category you can use the condition. By clicking **save,** a new campaign will be created.

{% hint style="info" %} **Please note:** 1. The points are awarded on the date of their birth. So if a customer enters the birthday as "July 5th", then the reward is given on their birthday - that is July 5th. 2. Even if this was edited, not a problem. If the customer already got the reward, they wont get the reward again for the same year. If the customer's birthday is not yet arrived, then the reward will be issued on the new date. In any case, customer gets the reward **one once** per year. {% endhint %} If a customer adds their birthday date through any of the following options, they will earn 50 points for adding their birthday date. **Looking to restrict customers from modifying their birthday date once it's entered?** You can achieve this by adjusting the setting called "Allow customers to modify their birthday after initial entry" in the WordPress backend. To find the setting Wordpress backend -> WPLoyalty -> Settings -> General Settings (scroll down and find the below)

If you set this option to "Yes," customers will have the ability to edit their birthday date at any time. However, if you set it to "No," customers will not have the option to modify their birthday date once it's been entered. It's important to note that even if customers are allowed to edit or update their birthday date at any time, they will only receive Birthday Points/Rewards once a year. #### Customer's birthday date can be captured through any of the following places : * Customer Reward page * Launcher and * Checkout, Registration page (Woocommerce), and Account details 1. In Customer Reward Page, customer's can add birthday date via "Set Birthday" Button:

2. In Launcher Widget, customer's can add birthday date via "Set" Button:

3. To let customer's add their birthday date in Checkout, Registration page (Woocommerce), and in Account details pages, you can enable the setting "Capture customer's birthday" from our settings tab. To find the setting, go to Wordpress backend -> WPLoyalty -> Settings -> General Settings (scroll down and find the below)

Once the above setting is enabled, customers can also add their birthday date from anyone of the pages. **For example here is a screenshot of checkout page showing the add birthday date section:**

The above discussed Campaign requires PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) **Watch this video to know more about Birthday Campaign:** {% embed url="" %} **Still unclear ?**\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Sign Up Reward Learn how to reward customers for creating / registering an account with your store. ### **What is the signup reward?** There is a way to encourage users to sign up for your website by rewarding them with points when they signup. Reward customers for creating / registering an account in your store. ### **Advantages of a Signup Bonus** **1. Customer Retention**- It will retain your customers by rewarding them for their repeat purchase behaviour. **2. Offering welcome points-** The other key benefit of offering welcome points is the head start it gives your customers, towards earning their first reward. **3. Reward current customer-** By rewarding a current customer it will make them feel as if they are saving money as a result of rewards, customers are more likely to continue to support your brand. **4. Find new customer**- You can get a new customer by rewarding each customer they refer. Current customers get special deals for each person they refer, and new customers will also get a special offer. {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed "Sign Up" Campaign requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} **Creating a Campaign** The following steps will walk you through creating a Birthday Reward Campaign in WPLoyalty. * Go to your WordPress dashboard -> WPLoyalty -> Campaigns * Click "Create New Campaign" button * You will see a list of campaign types to choose from

**Campaign options**

**Campaign type:** Create a name for your campaign. For example: Sign Up **Description:** In this section you can create a short description of your campaign. For example : Sign up to earn a reward. **Choose the type of reward:** You can choose the reward as either points or a coupon reward for your customer. For example : 100 points will be earned by this campaign. **Message to display on the Account Creation and Signup page:** The earning points of the message will be displayed in account creation and signup page. **Start Date (optional)** - The campaign start date. This is an optional field. **End Date (optional)** - If you want the campaign to end at a particular date, you can use this. This is also an optional field. **Campaign Visibility :** This section allows you to show/hide the campaign in the ways to earn rewards section. **Ordering -** Using this option you can arrange the rewards in specific order to be displayed on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page). Customers can be shown or hidden specific campaigns on the my account page and in the launcher widget. As a result, the campaign will be displayed or hidden on my account page and launcher widget. Click **additional settings**-> **conditional rule.**

By using conditional rules, you can create a dynamic discount on pricing rule for your store. You can create a different condition based on cart, product, language and so on. For every new campaign that you create for your customer reward, you have conditional rules for it. It is optional but, if you need to create a reward for a particular category you can use the condition. By clicking **save,** a new campaign will be created.

### Display Reward to customers

**Campaign Options**

**Campaign type:** Create a name for your campaign. Here you can create your campaign type. For example: Followup Share **Description:** In this section you can create a short description of your campaign. For example : Reward customers for sharing your products via Followup Url. **Choose the type of reward:** You can choose the reward either points or a coupon reward for your customer. For example : 100 points will be selected to reward a customer. **Followup URL:** In this section customer can share a product URL about product/ store in social media. **Campaign Visibility :** This section allows you to show/hide the campaign in the ways to earn rewards section. **Ordering -** Using this option you can arrange the rewards in specific order to be displayed on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page). Customers can be shown or hidden specific campaigns on the my account page and in the launcher widget. As a result, the campaign will be displayed or hidden on my account page and launcher widget. **Start Date (optional)** - The campaign start date. Optional field. **End Date (optional)** - If you want the campaign to end at a particular date, you can use this. Click **additional settings**-> **conditional rule.**

By using conditional rules, you can create a dynamic discount on pricing rule for your store. You can create a different condition based on cart, product, language and so on. For every new campaign you create as a customer reward, you have conditional rules for it. It is optional but, if you need to create a reward for a particular category you can use the condition. By clicking **save**, a new campaign will be created.

By clicking " Followup Share" in my account section. You can share the product/ store via Followup URL. **My account page:**

The above discussed Campaign requires PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Achievement Campaign Learn how to reward customers for achieving actions like reaching a level/ daily login with WPLoyalty plugin on your Woocommerce store. **Introduction:** Achievement Campaign in [WPLoyalty plugin](https://wployalty.net/pricing/) is a type of marketing campaign that offers customers rewards for completing specific actions or reaching certain milestones, such as: * Level Update * Daily Login * Custom Action This type of campaign encourages customer engagement and loyalty, and drives sales growth by rewarding customers for specific actions and encouraging repeat purchases. **Example scenarios:** * Earn a Fixed Discount Reward of $50 when you move up a Level, such as from Silver to Gold. (Level Update) * Receive 10 points for logging into the site every day. (Daily Login) {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed "Achievement" Campaign requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} Now, let’s take a look at the examples one by one in detail. **Example 1 : Earn a Fixed Discount Reward of $50 when you move up a Level, such as from Silver to Gold. (Level Update)** In this example, customers will receive an instant $50 discount reward when they move up a level. For instance, if Customer A moves from Silver Level to Gold Level by earning points via actions, they will receive the $50 discount as soon as they reach the Gold Level. [To learn how to set up Levels in WPLoyalty, click here.](https://docs.wployalty.net/customers-levels-and-vip/creating-levels-badges) To set up this $50 discount reward and provide it to customers when they move up a level, you need to follow two steps: 1. Create a $50 discount reward. 2. Create an Achievement Campaign and add the created $50 discount reward to it.
**Step 1: Creating a $50 off Reward** * Go to WordPress dashboard -> WPLoyalty -> Rewards tab -> Click on “Create New Reward” button. * Choose “Fixed Discount” as the Reward type. **Here is the screenshot of the reward configuration that follows,**

**Details of above setup are:** * **Reward Title and Description -** Give a title and description of the reward. This description will get displayed in the [Customers Reward Page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) and in the [Launcher Widget](https://docs.wployalty.net/add-ons/wployalty-launcher). * **Choose how this reward should be used? -** You can choose either points or a coupon reward for your customer. In the above example, I have chosen “Reward as coupon immediately” and set Discount value as $50. * **Display name for the coupon -** Set the name that will show for the discount when the customer redeems. For example : $50 off for achieving a Level * **Coupon Expiry (optional) -** Set a validity for the reward. Example: 15 days. This means, when a customer can claim the discount value, the reward (which is issued in the form of a coupon) will expire in 15 days. * **Reward visibility on “Reward Opportunities” section -** Using this setting you can show/ hide this Reward info from customers on the [Customers Reward Page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) from the Reward Opportunities section. * **Ordering -** Using this option you can arrange the rewards in specific order to be displayed on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page). * Click "SAVE" after creating the Reward successfully. **Step 2: Creating an Achievement Campaign and adding the above created $50 off reward to it** * Go to WordPress dashboard -> WPLoyalty -> Campaigns tab -> Click on “Create New Campaign” button. * Choose “Achievement Campaign ” as the Campaign type. **Here is the screenshot of the reward configuration that follows,**

**Details of above setup are:** * **Campaign Title and Description -** Give a title and description of the campaign. This description will get displayed in the [Customers Reward Page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) and in the [Launcher Widget](https://docs.wployalty.net/add-ons/wployalty-launcher). * **Choose the type of Reward -** It can be either Points/ Coupon reward. In the above screenshot, I have chosen the Coupon reward as reward type and chosen the $50 off reward that has been created from the Rewards tab. * **Choose the type of achievement -** as “Level Update” and select the list of Levels that you would like to apply this campaign to. In the above screenshot I have chosen Gold. But you are free to choose multiple levels like Gold, Platinum and so on… * **Start Date and End Date (optional) -** If a start date and end date are specified for a campaign (both of which are optional), the campaign will begin on the chosen start date and end on the selected end date. * **Campaign visibility on “Ways to earn” section -** Using this setting you can show/ hide this Campaign info from customers on[ Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) * Click "SAVE" after creating the Campaign successfully. Now, if a customer moves up to a Gold level, he will earn this $50 off instant coupon. **Here is the screenshot of My account -> Points & Rewards page, showing customer is in Silver level and need “241 Points” to move up to Gold Level:**

**Screenshot of same customer’s My account -> Points & Rewards page, showing the earned $50 off instant Reward as soon as he moves up to Gold Level:**

**Example 2 : Receive 10 points for logging into the site every day. (Daily Login)** In this example, customers who log in to your website on a daily basis will be rewarded with 10 points for their engagement. This incentivizes customers to visit your website frequently and interact with your products, which can ultimately lead to increased loyalty and sales.
**Creating a Campaign:** * Go to WordPress dashboard -> WPLoyalty -> Campaigns tab -> Click on “Create New Campaign” button. * Choose “Achievement Campaign ” as the Campaign type. **Here is the screenshot of the campaign configuration that follows,**

**Details of above setup are:** * **Campaign Title and Description -** Give a title and description of the campaign. This description will get displayed in the [Customers Reward Page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) and in the [Launcher Widget](https://docs.wployalty.net/add-ons/wployalty-launcher). * **Choose the type of Reward -** It can be either Points/ Coupon reward. In the above screenshot, I have chosen the Point as reward type and set 10 Points. * **Choose the type of achievement -** Daily Login * **Start Date and End Date (optional) -** If a start date and end date are specified for a campaign (both of which are optional), the campaign will begin on the chosen start date and end on the selected end date. * **Campaign visibility on “Ways to earn” section -** Using this setting you can show/ hide this Campaign info from customers on[ Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) * Click "SAVE" after creating the Campaign successfully. Now, customers receive 10 points daily upon logging in. However, they will only receive points once per day, even if they log in multiple times. If they miss a day, they can still earn 10 points by logging in the following day. **Here is the screenshot of customer’s My account -> Points & Rewards page, showing earned 10 Points for logging in first time today:**

{% hint style="info" %} The above-discussed (Achievement Campaign) scenarios require a PRO version. [Get WPLoyalty PRO ](https://wployalty.net/pricing/) {% endhint %} **Next Steps:** **You may also want to check out these helpful guides:** * [To learn about setting up Tiered Levels or VIP Customer Rewards, click here. ](https://docs.wployalty.net/customers-levels-and-vip/creating-tiered-levels-vip-customer-rewards) * [For more information on additional conditions available in WPLoyalty, click here. ](https://docs.wployalty.net/campaigns/campaign-rules) * [If you want to learn about offering points for every dollar customers spend, create a Point for Purchase Campaign. ](https://docs.wployalty.net/campaign-types/points-for-purchase) * [To discover how to convert earned points to discounts or dollars, create a Point Conversion Reward. ](https://docs.wployalty.net/reward-types/points-conversion) * [To learn about the various campaign types available, click here.](https://docs.wployalty.net/campaigns/campaign-types) **Checkout this video to know more about how to reward customers when they move up a level:** {% embed url="" %} **Take a look at this video tutorial that explains how to reward customers for logging in daily:** {% embed url="" %} **Still Unclear ?** If you need any assistance, please create a [support request ](https://wployalty.net/support/)at our ticket system. We are always happy to assist you :) # Custom Action Use WPLoyalty's Custom Action to reward customers for specific actions with flexible, personalized campaigns. #### Introduction to Custom Action Functionality in WPLoyalty The Custom Action feature in WPLoyalty provides an additional method for store owners to award loyalty points to customers for specific actions. This functionality is especially beneficial for campaigns like Achievement Campaigns, where users can earn points by reaching milestones such as Daily Sign-In or Moving Up a Level. The Custom Action mechanism allows for greater flexibility, enabling points and rewards to be triggered by custom events like form submissions or other user-specific actions. This feature can be extended to a limitless number of custom triggers, provided the necessary conditions are met, such as the inclusion of a user\_email parameter in the action or filter. In this documentation, we will guide you through setting up Custom Actions in WPLoyalty using an example of integrating it with Elementor Forms. *** #### Overview of Custom Action The Custom Action functionality in WPLoyalty allows you to customize how and when your customers earn loyalty points beyond predefined actions such as sign-ins or purchases. By implementing custom hooks, store owners can trigger actions such as earning loyalty points when users perform specific tasks on the website, such as submitting a form or interacting with other third-party integrations. **Requirements** To successfully set up a custom action: * The action or filter you want to trigger must include user\_email as a parameter. This ensures that the custom action can be executed for the correct user. * Store owners should have basic knowledge of WordPress actions and filters to trigger the custom logic. {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below-discussed Custom Action requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} *** #### Implementation Example: Integrating Custom Action with Elementor Forms In this section, we will walk through an example where customers can earn points when submitting an Elementor Form. This will use the elementor\_pro/forms/new\_record hook to trigger the custom action. Kindly check with the [Elementor Developer Documentation](https://developers.elementor.com/docs/hooks/forms/#form-new-record) **Scenario: Earn Points on Form Submission** Goal: Allow a customer to earn loyalty points when they submit a form, ensuring that they only earn once. **Step 1: Design the Form** 1. Create the form in Elementor where customers can input their details (e.g., name, email, etc.). 2. Get the form name and the ID of the email field from the form settings. For reference, watch the video tutorial: \[[Video link](https://www.dropbox.com/scl/fi/kdnhqer2hd7hf62infhaa/Creating-form-using-elementor.webm?rlkey=lx9ukvxrcz9s122x4ky3lx69q\&e=1\&st=vs73sbc2\&dl=0)]. **Step 2: Create the Hook to Trigger the Custom Action** Create a hook that will trigger the custom action when a user submits the form. ``` add_action('elementor_pro/forms/new_record', function($record, $handler) { $form_name = $record->get_form_settings('form_name'); if ('My form' !== $form_name) { return; } $form_data = $record->get('fields'); $email_field_id = 'email'; $submitted_email = isset($form_data[$email_field_id]['value']) ? $form_data[$email_field_id]['value'] : ''; do_action('custom_newsletter_submitted', $submitted_email); }, 10, 2); ``` **Explanation:** * We first check if the submitted form is the one we created by verifying the form name. * Next, we retrieve the email field from the form using the field ID. * Once we obtain the email, we trigger a custom action (custom\_newsletter\_submitted) with the email as a parameter. **Step 3: Trigger the Custom Action** Now, trigger the Custom Action with the email parameter: ``` add_action('custom_newsletter_submitted', function($email) { if (empty($email) || !filter_var($email, FILTER_VALIDATE_EMAIL)) { return; } $action_data = [ 'user_email' => $email, 'achievement_type' => 'custom_action', 'action_sub_type' => 'extra_action', 'action_sub_value' => 0, 'allowed_campaign_ids' => [34] ]; if (class_exists('\Wlr\App\Premium\Helpers\Achievement')) { $achievement_helper = \Wlr\App\Premium\Helpers\Achievement::getInstance(); $achievement_helper->applyEarnCustomAction($action_data); } }, 10, 1); ``` **Explanation:** * We construct the action data using the email in the user\_email field. * The achievement\_type is set to custom\_action. * We define which campaigns the user can earn from by setting the allowed\_campaign\_ids parameter. * The applyEarnCustomAction method is called to apply the points. **Step 4: Validate Before Processing the Earnings** We will now validate the custom action before it is processed using the wlr\_achievement\_check\_status hook. ``` add_filter('wlr_achievement_check_status', function($status, $data) { if (!isset($data['campaign_id']) || empty($data['campaign_id'])) { return false; } if (!in_array($data['campaign_id'], $data['allowed_campaign_ids'])) { return false; } //Check for one time only $earn_campaign_where = [ 'user_email' => ['operator' => '=', 'value' => $data['user_email']], 'action_type' => ['operator' => '=', 'value' => 'achievement'], 'transaction_type' => ['operator' => '=', 'value' => 'credit'], 'campaign_id' => ['operator' => '=', 'value' => $data['campaign_id']], 'action_sub_type' => ['operator' => '=', 'value' => 'extra_action'] ]; if (!class_exists('\Wlr\App\Models\EarnCampaignTransactions')) { return false; } $earn_campaign_transaction = new \Wlr\App\Models\EarnCampaignTransactions(); $transaction_data = $earn_campaign_transaction->getQueryData($earn_campaign_where, '*', [], false); if (!empty($transaction_data)) { return false; } return true; }, 10, 2); ``` **Explanation:** * First, we validate that the campaign\_id matches the allowed campaigns. * Next, we query the EarnCampaignTransactions model to check if the user has already earned from this campaign. * If a transaction exists, we prevent the earning, otherwise, we allow the earning. *** #### Advanced Tips **Bonus Tip: Customizing the Earning Logic** You can further customize the earning logic by interacting with the EarnCampaignTransactions object: * You can loop through past transactions to limit the number of times a user can earn for a particular action. * Modify the logic to meet specific business needs, like awarding points based on the number of actions performed. The Custom Action functionality in WPLoyalty is highly customizable to fit any business requirements, and you can tailor the logic to suit your needs, whether you're allowing one-time earnings or setting limits based on user behavior. *** By following this guide, you can integrate custom actions into your WPLoyalty campaigns, offering customers more ways to earn points and rewards based on their interactions with your site. {% hint style="info" %} The above-discussed Custom Action scenarios require a PRO version. [Get WPLoyalty PRO ](https://wployalty.net/pricing/) {% endhint %} **Next Steps:** **You may also want to check out these helpful guides:** * [To learn about setting up Tiered Levels or VIP Customer Rewards, click here. ](https://docs.wployalty.net/customers-levels-and-vip/creating-tiered-levels-vip-customer-rewards) * [For more information on additional conditions available in WPLoyalty, click here. ](https://docs.wployalty.net/campaigns/campaign-rules) * [If you want to learn about offering points for every dollar customers spend, create a Point for Purchase Campaign. ](https://docs.wployalty.net/campaign-types/points-for-purchase) * [To discover how to convert earned points to discounts or dollars, create a Point Conversion Reward. ](https://docs.wployalty.net/reward-types/points-conversion) * [To learn about the various campaign types available, click here.](https://docs.wployalty.net/campaigns/campaign-types) **Still Unclear ?** If you need any assistance, please create a [support request ](https://wployalty.net/support/)at our ticket system. We are always happy to assist you :) # Points Conversion Learn how to convert earned points to $ or as percentage (%) reward in WPLoyalty. **What is a Point Conversion Reward ?** Point Conversion Rewards allow your customers to transform the points they've earned into discounts for their purchases. There are two ways they can enjoy this benefit: * Fixed Point Conversion * Percentage Point Conversion In **Fixed Point Conversion**, customers can redeem a set number of points for a dollar discount. **For example: Redeem 10 points for a $**. In **Percentage Point Conversion**, customers can use their points to get a percentage off their purchase. **For example: Redeem 100 points for 1%.** This type of reward boosts customer engagement and sales by allowing customers to easily convert loyalty points into discounts, encouraging repeat purchases and fostering a loyal customer base. **Example scenarios:** * Redeem 10 points to get $1 off (Fixed) * Redeem 100 points for 1% (Percentage) {% hint style="info" %} To set up the above discussed Reward, install and activate our free pack , "[WPLoyalty - Points and Rewards for WooCommerce](https://wordpress.org/plugins/wployalty/)". We are happy to let you know that the Free Pack is sufficient to create the below Point Conversion Reward, but the PRO pack offers more advanced features. [Get WPLoyalty PRO ](https://wployalty.net/pricing/) {% endhint %} Now, let’s take a look at the examples one by one in detail. **Example 1: Redeem 10 points to get $1 off (Fixed Point Conversion)** In this example, customers have the opportunity to redeem their collected points for a consistent discount—for instance, redeem 10 points for $1, 20 points for $2, and so forth. This type of reward is designed to incentive customers to make more purchases. **Creating a Reward,** * Go to WordPress dashboard -> WPLoyalty -> Rewards tab -> Click on “Create New Reward” button. * Choose “Point Conversion” as the Reward type **Here is the screenshot of Reward configuration that follows,**

**Screenshot of Cart page showing the reward redeemed:**

**Example 2: Redeem 100 points for 1% (Percentage Point Conversion)** In this example, customers will have the option to redeem their earned points for a percentage discount ie.., redeem 100 points for 1%, 200 points for 2% discount and so on…This type of reward encourages customers to drive repeat purchases. **Creating a Reward,** * Go to WordPress dashboard -> WPLoyalty -> Rewards tab -> Click on “Create New Reward” button. * Choose “Point Conversion” as the Reward type **Here is the screenshot of Reward configuration that follows,**

**Details of configurations are:** * **Reward Title and Description** - Give a title and description of the reward. This description will get displayed in the [Customers Reward Page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) and in the [Launcher Widget](https://docs.wployalty.net/add-ons/wployalty-launcher). * **Conversion Rate** - Specify how many points equal a percentage, such as "100 points = 1%," and select "Percentage Discount" as the reward type. * **Maximum percentage allowed** - Specify the maximum percentage a customer can redeem per coupon. For example in the above screenshot I have set 20%. Which means even though I have 5000 points as my current point balance I can redeem a maximum of 2000 points and get 20% as a maximum discount. Also this is a required setting and you can only allow a maximum of 50% per coupon. We impose these limits to prevent excessive point redemptions and discounts. If you are interested in offering more than a 50% discount per coupon, please reach out to our support team. * **Maximum** **reward amount per redemption** - Specify the maximum amount a customer can redeem per coupon. For example, if the limit is set to $30, even if the customer has a 20% off coupon, the discount applied will not exceed $30 on the cart total. This ensures a cap on the maximum discount value. * **Minimum points a customer can redeem per coupon** - Set the lowest number of points customers can redeem per coupon (optional). * **Maximum points a customer can redeem per coupon** - Set the highest number of points customers can redeem per coupon (optional). * **Display name for the coupon (when redeeming)** - Choose the label displayed on the discount coupon upon redemption, like "100 points = 1%." * **Ordering** - Adjust where this reward appears in the Customer Reward Page and Launcher by increasing or decreasing its ordering value. * **Coupon Expiry (optional)** - Set a validity for the reward. Example: 15 days. This means, when a customer can claim the discount value, the reward (which is issued in the form of a coupon) will expire in 15 days. * **Reward visibility on “Reward Opportunities” section** - Using this setting you can show/ hide this Reward info from customers on the Customers Reward Page from the Reward Opportunities section. * Click "SAVE" after creating the Reward successfully. Now, customers will have the option to redeem their points for discounts, such as 100 points for 1%, 200 points for 2%, etc., through the Customer Reward Page, Launcher, or at the Cart/Checkout page. **Screenshot of Customer Reward Page showing the redeeming opportunity with maximum percentage of points autofilled:**

**Screenshot of Cart page showing the reward redeemed:**

{% hint style="info" %} Do more with PRO. [Get WPLoyalty PRO](https://wployalty.net/pricing/). {% endhint %} \ **Next Steps:** **You may also want to check out these helpful guides:** * [Checkout Point for Purchase Campaign that allow customers to earn points ](https://docs.wployalty.net/campaign-types/points-for-purchase) * [Looking to offer fixed discount reward instead of recursive ? Try Fixed Discount Reward](https://docs.wployalty.net/reward-types/fixed-discount) * [Explore our exciting Launcher Widget feature. ](https://docs.wployalty.net/add-ons/wployalty-launcher) * [Explore our Customer Reward Page to let customers explore loyalty program](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) * [Checkout this guide to know more about tiered rewards](https://docs.wployalty.net/customers-levels-and-vip/creating-tiered-levels-vip-customer-rewards) \ **Still Unclear ?** If you need any assistance, please create a [support request](https://wployalty.net/support/) at our ticket system. We are always happy to assist you :) # Fixed Discount Learn how to reward a customer with fixed$ discount in WPLoyalty. {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed Fixed Discount Reward requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} ### Creating a Reward The following steps will walk you through creating a Reward in WPLoyalty. * Go to your WordPress dashboard -> WPLoyalty -> Rewards * Create a Reward * Choose the Reward type as "Fixed discount"

In the next screen, you can configure the reward. #### Reward Configuration Options

**Title:** Give a title for the reward **Description:** Add a description of the reward. Example: Reward with Fixed$ This description will be used in the Customers Reward page. **Choose how this reward should be :** You can choose the reward either points or a coupon reward for your customer. For example : 100 points will be selected to reward a customer. **Display name for the coupon:** Create the name that will show as the discount when customer redeems. For example : Fixed Discount **Discount Value:** Set the discount value **Ordering** - Adjust where this reward appears in the Customer Reward Page and Launcher by increasing or decreasing its ordering value. **Coupon Expiry:** Set a validity for the reward. Example: 15 days. This means, when a customer can claim the discount value, the reward (which is issued in the form of a coupon) will expire in 15 days. **Reward visibility on “Reward Opportunities” section:** Using this setting you can show/ hide this Reward info from customers on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) from Reward Opportunities section. **Redeem Count:** Useful if you want to limit the number of times a customer can redeem this reward. NOTE: Only applicable for "Points" based redeems. Set this to 0 for unlimited redeems. Default is 0. If you set this to 1, then customer can redeem this Reward only once. ie.., only once per customer. {% hint style="info" %} Let's say I have set redeem count as 1 and if customer redeemed 100 points for $50 and again reverted this reward/ coupon to points then this reward for this customer will get marked as expired. {% endhint %} Save and activate the reward. ### Customers Reward Page Also, WPLoyalty comes with a Customers Reward page to let customers manage their points and rewards. Customers can access the reward page by going to their My Account page -> Points. The page will display - total points earned, redeemed, their rewards, referral link (if referral campaign is enabled).

The above discussed Reward requires PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Percentage Discount Learn how to reward a customer with a percentage discount. {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed Percentage Discount Reward requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} ### Creating a Reward The following steps will walk you through creating a Reward in WPLoyalty. * Go to your WordPress dashboard -> WPLoyalty -> Rewards * Create a Reward * Choose the Reward type as "percentage discount"

In the next screen, you can configure the reward. #### Reward Configuration Options

**Title:** Give a title for the reward **Description:** Add a description of the reward. Example: Reward with a percentage discount. This description will be used in the Customers Reward page. **Choose how this reward should be :** You can choose the reward either as points or a coupon reward for your customer. For example : 50 points will be selected to reward a customer. **Display name for the coupon:** Create the name that will display for the discount when customer redeems. For example : Reward **Discount Value:** Set the discount value **Ordering** - Adjust where this reward appears in the Customer Reward Page and Launcher by increasing or decreasing its ordering value. **Coupon Expiry:** Set a validity for the reward. Example: 30 days. This means, when a customer claim the discount value, the reward (which is issued in the form of a coupon) will expire in 30 days. **Reward visibility on “Reward Opportunities” section:** Using this setting you can show/ hide this Reward info from customers on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) from Reward Opportunities section. **Redeem Count:** Useful if you want to limit the number of times a customer can redeem this reward. NOTE: Only applicable for "Points" based redeems. Set this to 0 for unlimited redeems. Default is 0. If you set this to 1, then customer can redeem this Reward only once. ie.., only once per customer. {% hint style="info" %} Let's say I have set redeem count as 1 and if customer redeemed 50 points for 50% off and again reverted this reward/ coupon to points then this reward for this customer will get marked as expired. {% endhint %} Save and activate the reward. ### Customers Reward Page Also, WPLoyalty comes with a Customers Reward page to let customers manage their points and rewards. Customers can access the reward page by going to their My Account page -> Points. The page will display as - total points earned, redeemed, their rewards, referral link (if referral campaign is enabled).

The above discussed Reward requires PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Free Product Learn how to reward a customer by providing a Specific product as a gift. {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed Free Product Reward requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} **Creating a Reward** Now we have to create a reward. So that the customer can spend the points they earned i.e., redeem their points for a reward. * Go to your WordPress dashboard -> WPLoyalty -> Rewards * Create a Reward * Choose the Reward type as "Free Product"

In the next screen, you can configure the reward. #### Reward Configuration Options

**Title:** Give a title for the reward **Description:** Add a description of the reward. Example: Provide specific product as gift. This description will be used in the Customers Reward page. **Choose how this reward should be :** You can choose the reward either as points or a coupon reward for your customer. For example : 50 points will be selected to reward a customer. **Display name for the coupon:** Create the name that will show for the discount when customer redeems. For example : Gift **Free product:** Select the specific product as a gift. For example: #153 kids shirt will be selected. **Ordering** - Adjust where this reward appears in the Customer Reward Page and Launcher by increasing or decreasing its ordering value. **Coupon Expiry:** Set a validity for the reward. Example: 30 days. This means, when a customer redeems his free product, the reward (which is issued in the form of a coupon) will expire in 30 days. **Reward visibility on “Reward Opportunities” section:** Using this setting you can show/ hide this Reward info from customers on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) from Reward Opportunities section. **Redeem Count:** Useful if you want to limit the number of times a customer can redeem this reward. NOTE: Only applicable for "Points" based redeems. Set this to 0 for unlimited redeems. Default is 0. If you set this to 1, then customer can redeem this Reward only once. ie.., only once per customer. {% hint style="info" %} Let's say I have set redeem count as 1 and if customer redeemed 50 points for a Free Product and again reverted this reward/ coupon to points then this reward for this customer will get marked as expired. {% endhint %} Save and activate the reward. ### Customers Reward Page Also, WPLoyalty comes with a Customers Reward page to let customers manage their points and rewards. Customers can access the reward page by going to their My Account page -> Points. The page will display - total points earned, redeemed, their rewards, referral link (if referral campaign is enabled).

### Frequently Asked Questions: **Will the free product be a variable product? What if the customer wants a different variant as a free product?** If the free product is a variable product and if you would like to allow the customer to select the variant as per their wish, you can choose the **parent product** in Free product reward section.

In Free product section, you can select the variable product. so that customer can select the different variant as per their wish. **Cart page:**

The above discussed Reward requires PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Free Shipping Learn how to provide a customer to get Free Shipping as a Reward. {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed Free Shipping Reward requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} ### Creating a Reward Now we have to create a reward. So that the customer could spend the points they have earned i.e., redeem their points for a reward. * Go to your WordPress dashboard -> WPLoyalty -> Rewards * Create a Reward * Choose the Reward type as "Free Shipping"

In the next screen, you can configure the reward. #### Reward Configuration Options

**Title:** Give a title for the reward **Description:** Add a description of the reward. Example: Get free shipping as reward. This description will be used in the Customers Reward page. **Choose how this reward should be :** You can choose the reward either as points or a coupon reward for your customer. For example : 100 points will be selected to reward a customer. **Display name for the coupon:** Create the name that will show for the discount when customer redeems. For example : Free shipping Reward **Ordering** - Adjust where this reward appears in the Customer Reward Page and Launcher by increasing or decreasing its ordering value. **Coupon Expiry:** Set a validity for the reward. Example: 30 days. This means, when a customer redeems his free shipping reward, the reward (which is issued in the form of a coupon) will expire in 30 days. **Reward visibility on “Reward Opportunities” section:** Using this setting you can show/ hide this Reward info from customers on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) from Reward Opportunities section. **Redeem Count:** Useful if you want to limit the number of times a customer can redeem this reward. NOTE: Only applicable for "Points" based redeems. Set this to 0 for unlimited redeems. Default is 0. If you set this to 1, then customer can redeem this Reward only once. ie.., only once per customer. {% hint style="info" %} Let's say I have set redeem count as 1 and if customer redeemed 100 points for a Free Shipping and again reverted this reward/ coupon to points then this reward for this customer will get marked as expired. {% endhint %} Save and activate the reward. ### Customers Reward Page Also, WPLoyalty comes with a Customers Reward page to let customers manage their points and rewards. Customers can access the reward page by going to their My Account page -> Points. The page will display - total points earned, redeemed, their rewards, referral link (if referral campaign is enabled).

{% hint style="info" %} **Please Note :** To apply free shipping coupon you need to select this option "A valid free shipping coupon " in woo commerce settings. {% endhint %} Here is the steps to create and enable the free shipping coupon: **STEP 1:** Go to Woo commerce -> Settings -> Shipping.

**STEP 2:** In Shipping -> Select Add shipping zone-> In that, you can create the zone name, regions & shipping method.

For example : America -> North America-> Free shipping By clicking Add shipping method, you can add the shipping method as " Free shipping " .

**STEP 3:** After creating the free shipping in woocommerce, click on "Edit" option.

**STEP 4:** Here select the setting "Free Shipping requires -> A valid free shipping coupon"

**STEP 5:** Now save the changes. So that the "Free Shipping" coupon/ Reward will enabled when you have valid coupon/ Reward via WPLoyalty. The above discussed Reward requires PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # WPLoyalty - Launcher Discover how to showcase an appealing launcher widget on your online store using these straightforward instructions. WPLoyalty plugin comes up with all new Launcher icon to your woo-commerce store. Click here to buy WPLoyalty plugin-> Come on, let's get into this cool feature and learn how to set it up... To Add more good points, we have a pre-set up of all the cards which will display the users what they want to see... {% hint style="info" %} Make sure you have already installed and activated the WPLoyalty plugin. Please note that some of the features explained in this doc are available only in the PRO version. Do More with the PRO Version [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} Let's get started, **What are the steps to activate/deactivate this Launcher Widget?** Go to WPLoyalty -> Add-ons tab -> WPLoyalty - Launcher You can enable or disable the Launcher Widget by utilizing the Activate/Deactivate button. **Let's take a look at the available features in the Launcher Widget.** The Launcher Widget includes three different tabs: * Design * Content * Launcher Let's explore each tab in detail. 1. **Design:** In the design tab, you can see these three sections. * Logo * Colors * Branding Under **Logo** section, you can upload your website's icon to the Launcher using the available option. Additionally, you have the option to display or hide the icon. In **Colors** section, you can customize the color of the card, text, and buttons. For example: Under **Branding** section, you can enable or disable the "Powered by WPLoyalty" section. 2. **Content:** In the Content tab, you will find the following three sections: * Welcome * Earn & Redeem * Referral In the Content section, you can create two distinct Launcher visuals for two different types of users: * Guest User * Logged in user **Guest Users:** This section includes the following features: * Sign Up card: Allows you to set up a "Join Now" button that directs users to your site's login form. * Earn: Displays the available ways to earn loyalty points. * Redeem: Displays the available ways to redeem loyalty points.

**Logged in user:** If a user is logged in, the following features will be displayed: * User's current point balance * User's current level and the amount of points required to reach the next level * Earn: Displays the available ways to earn loyalty points. * Redeem: Displays the rewards the user has earned in My Rewards and the coupons the user has redeemed in My Coupons. * Referral card: Displays the referral URL and share links for the user to refer others to the loyalty program.

You can customize each section individually by selecting it and modifying its settings. 3. **Launcher:** The Launcher section includes the following options:

* **Appearance:** **Visibility of icon:** Icon with text: displays both icon and text in Launcher Icon only: displays icon only Text only: displays text only **Show widget on specific locations based on conditions:** With this feature, you can choose to showcase the launcher exclusively on certain category pages, specific product pages, the homepage, or alternatively, prevent it from appearing on these pages too. For instance, by specifying URLs that contain "/product-category/bags/", you ensure that the launcher is visible solely on Bags category products. **Text:** Add the desired launcher text here. **Font Family:** Choose from a selection of available fonts. **Icon:** Choose from a selection of available icons or upload a new one. * **Visibility of Launcher:** Mobile only: Display launcher only on mobile devices. Desktop only: Display launcher only on desktop devices. Mobile and Desktop: Display launcher on both mobile and desktop devices. Do not show: Launcher will not be displayed on either desktop or mobile view. * **Position:** Choose the position of the launcher as either right or left. * **Spacing:** Adjust the side and bottom spacing for the launcher. Do more with PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) \ **Video:** {% embed url="" %} Still unclear?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # WPLoyalty - Points Expiry Learn how to set expiry date for Points that are earned via WPLoyalty Let's see what is a Point Expiry and how to enable it with our WPLoyalty Plugin. **What is a Point Expiry Add-on ?** It's a feature that allows you to set an expiration date for points earned by your customers. **For example:** Let's say Customer A earned 100 Points on January 5th, 2022, and Customer B earned 50 Points on February 5th, 2022. With the Point Expiry Add-on, you can set an expiration period of 365 days. This means that Customer A's 100 points will expire on January 5th, 2023, and Customer B's 50 points will expire on February 5th, 2023. Essentially, the validity period for points is calculated based on the **date the customer earned** them. {% hint style="info" %} Make sure you have already installed and activated the WPLoyalty plugin. Please note that some of the features explained in this doc are available only in the PRO version. Do More with the PRO Version [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} Let's get started, **How to enable this Point Expiry Add-on ?** Step 1: Go to WPLoyalty -> Add-ons tab -> WPLoyalty - Points Expiry -> Open the addon

Step 2: Go to Settings tab and enable the checkbox "Enable Points Expiry feature ?" -> set the Expiry date/ Validity for Points in days -> Save the changes.

**Enable Points Expiry feature ?** - You can enable this checkbox, if you are trying to set validity for Points earned by customers. **How long the points will be valid ?** - Simply set the validity period in days. **For example:** 365 days. This means that any points earned by your customers will remain valid for 365 days, or one year. Within this time, your customers can redeem their points for rewards or discounts. However, once the validity period is up, any unused points will be marked as expired and removed from the customer's account. **Send an email notification before the expiry of points? -** enable this checkbox, if you would like to send email notification for customers regrading the Points that are going to expire. **How many days before an expiry email notification be sent ? -** You can enable the "expiry email notification" option and set the number of days before the points expire, such as 30 days. This will trigger an email to be sent to your customer (30 days before the points are going to expire), reminding them to use their points before they expire. **Point Expiry Email content will look like:**

**Note:** You can customise this email using the given basic editor option. [Click here to know more about how to further customise WPLoyalty emails. ](https://docs.wployalty.net/how-to-customize-the-emails-sent-for-points-rewards-earned) **Here is the list of available shortcodes you can use in Point Expiry emails:** * {wlr\_referral\_url} => Display referral url * {wlr\_user\_point} => Display current customer point * {wlr\_total\_earned\_point} => Display customer total earned point * {wlr\_used\_point} => Display customer used point * {wlr\_user\_name} => Display customer name * {wlr\_expiry\_date} => Display expire date * {wlr\_expiry\_points} => Display expire points * {wlr\_points\_label} => Display point label * {wlr\_shop\_url} => Display shop url **Show a list of "Upcoming Points Expiration" in the customer reward page -** enable this checkbox if you would like to show customers about the Points that are going to expire in Customer Reward page. **How many days to consider for the "Upcoming Points Expiration" List ? -** While setting it as 30 days, this setting will alert customers to points that will expire within the next 30 days on the Customer Reward page. **For example:**

**Let's have a quick overview about the below terms from Manage Points Expiry tab:**

We have four different statuses for customer points: Open, Active, Used, and Expired. **Open** status means that the points don't have an expiry date and can be redeemed at any time without fear of losing them. **Active** status means that the points have an expiry date, and customers must redeem them before that date. If a customer redeems the points before the expiry date, the status of the points will change to **Used**. If a customer doesn't redeem the points before the expiry date, the points will be marked as **Expired**. Do more with PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) **Video:** {% embed url="" %} **Still unclear ?**\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # WPLoyalty - Multi Currency Discover how WPLoyalty works on your website when it has multiple currencies (multicurrency) enabled. To make sure that WPLoyalty work with third party multi currency plugins, we have an addon called “[WPLoyalty - ](https://wployalty.net/add-ons/automatic-multi-currency/)[Multi Currency](https://wployalty.net/add-ons/automatic-multi-currency/)"
**What is a WPLoyalty - Multi Currency Add-on ?** The WPLoyalty - Multi Currency add-on developed by WPLoyalty can perform automatic currency conversion, making it possible for users to utilize different currencies for their loyalty rewards program in Woocommerce. Additionally, this addon is compatible with four popular multicurrency plugins for WooCommerce
**The four multi currency plugins that are compatible with WPLoyalty are:** * [WOOCS currency switcher by realmag777](https://wordpress.org/plugins/woocommerce-currency-switcher/) (free) * [Currency Switcher by Villa Theme](https://wordpress.org/plugins/woo-multi-currency/)[ ](https://wordpress.org/plugins/woo-multi-currency/)(free) * Aelia Currency switcher (free) and * [WooCommerce Multilingual & Multicurrency with WPML](https://wordpress.org/plugins/woocommerce-multilingual/) (free) If you are using other currency plugins, then contact our [Support Team](https://wployalty.net/support/). [**To download the WPLoyalty - Multi Currency add-on, please click here.**](https://wployalty.net/add-ons/automatic-multi-currency/) Once downloaded, install and active the add-on. {% hint style="info" %} Please note that this add-on will work with our free package, "[WPLoyalty - Points and Rewards for WooCommerce](https://wordpress.org/plugins/wployalty/)." However, if you are looking for additional advanced features, we recommend upgrading to WPLoyalty PRO. [Get WPLoyalty PRO ](https://wployalty.net/pricing/) {% endhint %} \ **After installing and activating the WPLoyalty - Multi Currency add-on, you can enable or disable it by following these steps:** * Go to the WordPress backend -> WPLoyalty -> Add-ons -> choose WPLoyalty - Multi Currency. * From there, you can activate or deactivate the add-on using the button.

Now, let's find out how this add-on handles automatic currency conversion using USD ($) and INR (₹) as examples, with USD ($) currency being the default currency of the website. **Here are two example scenarios:** * Earning 10 points for every $ spending and analyzing how earning works when switching to INR (₹).nding and analyzing how earning works when switching to INR (₹). * Redeeming 100 points for a $ and analyzing how redeeming works when switching to INR (₹). Let’s get started, **Example 1: Earning 10 points for every $ spending and analyzing how earning works when switching to INR (₹)** The following example shows how to configure a Point for Purchase Campaign that offers customers with 10 points for each dollar spent, meaning they will earn 20 points for spending $2 and so on. **1. Creating a Campaign for earning 10 points for every $ spending:** * Go to WordPress dashboard -> WPLoyalty -> Campaigns tab -> Click on “Create New Campaign” button. * Choose “Point for Purchase” Campaign as the Campaign type. [To learn the step-by-step process for creating a Point for Purchase Campaign, click here. ](https://docs.wployalty.net/campaign-types/points-for-purchase) **Here is the screenshot of the campaign configuration that follows,**

If a customer spends $8 in store currency, they will earn 80 Points. Even if they switch to INR currency, they will still earn the same 80 Points. This is because the WPLoyalty Multi Currency add-on considers the store currency by default and automatically converts the INR product price to USD to provide Points in USD. **2. Screenshot of how the above Campaign works, while customers purchasing to USD ($):**

**3. Screenshot of how the above Campaign/ Cart works, while customers switch to INR (₹) from USD ($):**

**Example 2: Redeeming 100 points for a $ and analyzing how redeeming works when switching to INR (₹)** The following example shows how to configure a Point Conversion Reward that lets customers redeem 100 points for a $ (redeem 200 points for $2 and so on..).
**1. Creating a Reward for redeeming 100 points for a $:** * Go to WordPress dashboard -> WPLoyalty -> Rewards tab -> Click on “Create New Reward” button. * Choose “Point Conversion” as the Reward type. [To learn the step by step process of how to create a Point Conversion Reward, click here. ](https://docs.wployalty.net/reward-types/points-conversion)

When a customer redeems 100 points, they will get $1 off their purchase. But if they choose to use Indian Rupees (INR) instead, they will get a discount of ₹81.67 which is the same as $1 in USD. This happens because the WPLoyalty Multi Currency add-on automatically converts the currency and shows the discount value in the store's currency, based on its conversion rate. For example, $1 is equal to ₹81.67, but this conversion rate may change over time. **2. Screenshot of how the above Reward works, while customers redeeming (100 points for $1) in USD ($):**

**3. Screenshot of how the above Reward/ Cart works, while customers switch to INR (₹) from USD ($):**

**Settings available setting in multi currency addon:** * To choose the setting, go to the WordPress backend -> WPLoyalty -> Add-ons -> choose WPLoyalty - Multi Currency -> click on “Open” button * Enable Currency conversion in WPLoyalty pages -> Yes/ No **The below screenshot shows the available setting in multi currency addon:**

The primary objective of the setting is how currency gets displayed in My account -> Points & Rewards page for customers which includes currency symbol and Points/ Reward value. To understand the above setting, let’s say my site's default currency is USD ($). * The default setting is "**No**," which means that even if customers switch to other currencies, Points/Rewards information will still be displayed based on the store currency, which is the default currency of the site ($). For example, if a customer redeems 100 Points for $1 and then switches to INR, their reward information will still be displayed as 100 Points for $1. **Here is the screenshot of My account -> Points & Rewards page while switching to INR (₹):**

* If "**Yes**" is selected, the currency conversion range displayed will be based on the site's default currency, even if customers switch to other currencies. So, for example, if a customer redeems 100 Points for $1 and then switches to INR, their reward information will still be displayed as 100 Points = ₹81.76, based on automatic currency conversion from the default currency of the site ($). **Here is the screenshot of My account -> Points & Rewards page while switching to INR (₹):**

{% hint style="info" %} If you want more advanced features, consider buying WPLoyalty PRO. [Get WPLoyalty PRO ](https://wployalty.net/pricing/) {% endhint %} **Next Steps:** **You may also want to check out these helpful guides:** * [To learn more about the Customer Reward page, click here.](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) * [Check out our cool Launcher Widget feature by clicking here.](https://docs.wployalty.net/add-ons/wployalty-launcher) * [Click here to learn how to give Points for signing up.](https://docs.wployalty.net/campaign-types/sign-up-reward) * [To explore the available types of Rewards, click here.](https://docs.wployalty.net/campaigns/campaign-rules) * [Find out more about the Referral Campaign by clicking here.](https://docs.wployalty.net/campaign-types/referral-campaign) **Please refer to this video for a clearer understanding of how WPLoyalty works with multicurrency sites:** {% embed url="" %} \ **Still Unclear ?** If you need any assistance, please create a [support request ](https://wployalty.net/support/)at our ticket system. We are always happy to assist you :) # WPLoyalty - Discount Rule Integration Discover how WPLoyalty works with Discount Rules for WooCommerce plugin in your online store. **What is the purpose of the "WPLoyalty - Discount Rule Integration" addon?** The purpose of the "WPLoyalty - Discount Rule Integration" addon is to seamlessly integrate the [Discount Rules for WooCommerce plugin](https://www.flycart.org/products/wordpress/woocommerce-discount-rules) developed by Flycart with the WPLoyalty plugin. Once you install and activate this addon, you gain the ability to utilize the Levels created in WPLoyalty within the Condition/Rules section of the Discount Rules for WooCommerce plugin. This integration empowers you to provide permanent discounts to customers based on their specific levels. **For instance,** **customers in the Platinum Level can enjoy a 10% storewide discount on all their orders.** If you require additional integrations or have inquiries about the Discount Rules for WooCommerce plugin, please don't hesitate to contact our [Support Team](https://wployalty.net/support/). This user guide provides detailed instructions on how to apply level-based discounts for customers in WPLoyalty within your WooCommerce store. [**To download the "WPLoyalty - Discount Rule Integration" addon, Click Here.** ](https://wployalty.net/add-ons/discount-rule-integration/) Once downloaded, install and activate the add-on. {% hint style="info" %} Before proceeding further, make sure you have already installed and activated the WPLoyalty PRO and free version of the [Discount Rules for WooCommerce plugin](https://wordpress.org/plugins/woo-discount-rules/). Please note that certain scenarios discussed below may require the PRO versions of both plugins. [Get WPLoyalty PRO](https://wployalty.net/pricing/) [Get Discount Rules PRO](https://www.flycart.org/products/wordpress/woocommerce-discount-rules) {% endhint %} \ Let’s get started, **Step 1: Creating Level in WPLoyalty :** **Let’s create three levels in WPLoyalty for example:** * Silver Level Customers * Gold Level Customers * Platinum Level Customers [To learn the step-by-step configuration for creating Levels, please Click Here. ](https://docs.wployalty.net/customers-levels-and-vip/creating-levels-badges) **Step 2: Creating rules in Discount Rules for WooCommerce using the additional condition "Customer Level" :** **Example scenario: Platinum Level customers will get 10% storewide on all orders.** This scenario illustrates how to provide 10% storewide on all orders only for customers in Platinum Levels. This type of discount encourages customers to move up to the next level and increase sales. [Click here to know more about how to offer store wide discounts. ](https://docs.flycart.org/en/articles/3788550-product-adjustment) To create this rule in Discount Rules for Woocommerce plugin, follow these steps **Creating a Discount Rule:** * Go to WordPress dashboard -> Woocommerce -> Woo Discount Rules -> Click on “Add New Rule” button * Select the discount types as “Product adjustment”, since we are offering store wide discount (you can also choose other discount type like cart adjustment or bulk discount based on your requirement) **Here is the screenshot of the rule configuration that follows,**

**Details of configurations are:** * Choose "All Products" (storewide) from the filter options. You also have options like specific Categories, selected Products, Attributes, Tags, Sku’s and so on… You can choose the option depending upon your requirement. * Set the discount type to a 10% percentage discount. You also have options to choose Fixed discount or Fixed price per item * Include “Customer Level” as additional condition and add the “Platinum” Level here * Click on “SAVE” once you have successfully created the rule. Now, customers who belong to the Platinum Level in WPLoyalty will receive a 10% discount on all products in the store.
Similarly, separate rules can be created for customers in different levels, such as 5% off for Silver and Gold level customers, 10% off for Platinum level customers, 15% off for Diamond level customers, and so on. This ensures that customers in each level receive discounts based on their respective levels. {% hint style="info" %} Please note that the free pack of the Discount Rules for Woocommerce Plugin is sufficient to create the product adjustment rule. However, if you are interested in advanced features, you can consider upgrading to the [Discount Rules PRO version](https://www.flycart.org/products/wordpress/woocommerce-discount-rules). {% endhint %} **Refer this video for better understanding of Discount Rules Integration addon by WPLoyalty:** {% embed url="" %} **You may also want to check out these helpful guides:** * [Learn more about offering tiered discounts based on levels by clicking here.](https://docs.wployalty.net/customers-levels-and-vip/creating-tiered-levels-vip-customer-rewards) * [Check out our cool feature, Launcher Widget.](https://docs.wployalty.net/add-ons/wployalty-launcher) * [Discover more about our Referral Program by clicking here.](https://docs.wployalty.net/quick-start-guides/creating-a-referral-program) * [Find out how to award customers points using a simple Point for Purchase Campaign.](https://docs.wployalty.net/campaign-types/points-for-purchase) * [Learn about our simple reward program, Point Conversion.](https://docs.wployalty.net/reward-types/points-conversion) \ **Still Unclear ?** If you need any assistance, please create a[ support request](https://wployalty.net/support/) at our ticket system. We are always happy to assist you :)
# WPLoyalty - Yuko Review Discover the functionality of WPLoyalty when integrated with the Yuko review plugin within your online store. **What does the WPLoyalty- Yuko Reviews Add-On serve?** The [WPLoyalty- Yuko reviews](https://wployalty.net/add-ons/yuko-product-reviews/) the Add-on, you can reward customers with loyalty points whenever they leave product reviews through [Yuko](https://yuko.so/). Once a review is submitted and approved, WPLoyalty will automatically award points based on the campaign settings you have configured. This integration helps you encourage more customer feedback while strengthening loyalty and repeat purchases. This document will guide you through the process of integrating Yuko with WPLoyalty. [**For further details on the Review Campaign, refer to the provided guide.**](https://docs.wployalty.net/campaign-types/review-reward) [**To obtain the WPLoyalty- Yuko reviews, click here.**](https://wployalty.net/add-ons/yuko-product-reviews/) Once downloaded, proceed to install and activate the add-on. {% hint style="info" %} Make sure you have already installed and activated the WPLoyalty plugin. Please note that some of the features explained in this doc are available only in the PRO version. Do More with the PRO Version [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} Let’s get started, How to enable/ disable the WPLoyalty- Yuko Reviews Add-On: * Go to the WordPress backend -> WPLoyalty -> Add-ons -> choose the addon “WPLoyalty- Yuko Reviews Add-on” * From there, you can activate or deactivate the add-on using the button “Activate” or “Deactivate”

Setting up the addon “WPLoyalty- Yuko Reviews Add-on”: 1. Once you have activated the add-on, a Webhook URL will appear inside the add-on page. Copy this link for the next step. 2. The very next step is to log in to your Yuko Dashboard, navigate to Settings → Integrations → Add Webhook, and paste the Webhook URL copied from the add-on.

3. After pasting the link, kindly click the checkbox “**review approved**”. Once you click the checkbox, the notification will be sent to WPLoyalty. 4. The next step is to create a webhook, where a signature key will be generated; copy this key, go to the WPLoyalty add-on page, and paste it into the Secret Key field.

5. Once you have completed these steps, when the customer writes a review through yuko, they will earn Points/Rewards through the WPLoyalty. **What occurs now?** When customers provide reviews for products they have previously purchased, they will receive review Points/Rewards through WPLoyalty's [Review Campaign](https://docs.wployalty.net/campaign-types/review-reward) {% hint style="info" %} If you want more advanced features, consider buying WPLoyalty PRO. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} **Next Steps:** **You may also want to check out these helpful guides:** * [Learn how to provide Points for every $ spent (Point for Purchase) by checking out this guide.](https://docs.wployalty.net/campaign-types/points-for-purchase) * [Discover how to convert earned Points into $ (discount) by referring to this guide.](https://docs.wployalty.net/reward-types/points-conversion) * [Explore our cool feature, Launcher Widget, in this guide.](https://docs.wployalty.net/add-ons/wployalty-launcher) * [Find out more about display settings in WPLoyalty by reading this guide.](https://docs.wployalty.net/settings/display-settings) * [Learn about the Levels feature in this guide.](https://docs.wployalty.net/customers-levels-and-vip/creating-levels-badges) **Video:** {% embed url="" %} **Still Unclear ?** If you need any assistance, please create a[ support request](https://wployalty.net/support/) at our ticket system. We are always happy to assist you :) # WPLoyalty- Migration Discover how WPLoyalty helps you migrate users and their points from other loyalty plugins effortlessly. To help users migrate their loyalty points from other plugins to WPLoyalty, we have an add-on called “**WPLoyalty - Migration**”. What is the **WPLoyalty - Migration** Add-on? The WPLoyalty - Migration add-on developed by WPLoyalty allows you to seamlessly migrate users and their points from other popular loyalty plugins to the **WPLoyalty Points & Rewards system**. This ensures a smooth transition without losing valuable customer loyalty data. The three loyalty plugins that are compatible with the WPLoyalty - Migration add-on are:: * [WPSwings Points and Rewards](/add-ons/wployalty-migration/migration-from-wpswings-points-and-rewards) * [WooCommerce Loyalty Points & Rewards](/add-ons/wployalty-migration/migration-from-wpswings-points-and-rewards) * [WooCommerce Points and Rewards](/add-ons/wployalty-migration/migration-from-woocommerce-points-and-rewards) {% hint style="info" %} Please note that this add-on will work with our free package, "[WPLoyalty - Points and Rewards for WooCommerce](https://wordpress.org/plugins/wployalty/)." However, if you are looking for additional advanced features, we recommend upgrading to WPLoyalty PRO. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :)
# Migration from WPSwings Points and Rewards Discover how WPLoyalty helps you migrate users and their points from WPSwing Points and Rewards. {% embed url="" %} The WPLoyalty Migration Add-On, developed by WPLoyalty, enables the seamless migration of users and their loyalty points from WPSwing Points and Rewards to the WPLoyalty Plugin. This ensures a smooth transition while preserving valuable customer loyalty data. To download the WPLoyalty Migration Add-on, [click here.](https://wployalty.net/add-ons/migration/) Once downloaded, install and activate the add-on. {% hint style="info" %} Please note that this add-on will work with our free package, "[WPLoyalty - Points and Rewards for WooCommerce](https://wordpress.org/plugins/wployalty/)." However, if you are looking for additional advanced features, we recommend upgrading to WPLoyalty PRO. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} After installing and activating the WPLoyalty - Migration add-on, you can enable or disable it by following these steps: * Go to the WordPress backend -> WPLoyalty -> Add-ons -> choose WPLoyalty - Migration. * From there, you can activate or deactivate the add-on using the button.

## Read Before Starting Migration: ### Important Configuration Settings: * Before starting the migration in WPLoyalty, stop earning/redeeming points in the old points system/program to prevent discrepancies in the migrated points. NOTE: Don’t deactivate or delete the old points system/program during the migration. * Batch Limit: The default batch limit is 50. You can reduce this limit in settings. Example: If the batch limit is 50, then 50 customers migrate every 5 minutes (equivalent to 600 customers per hour, or 14,400 customers per day). * Once a migration job is initiated, it cannot be stopped or interrupted midway. Ensure all configurations are correct before proceeding. ### Migration Settings (Update points) #### Add/Skip Points for Existing Customers * Skip Customer: If selected, points will not be added to customers who already exist in WPLoyalty. * Add Points to Customer: If selected, points will be added to existing customers in WPLoyalty.

#### Add/Skip Points for Banned Customers * Skip Banned Customer: If selected, points will not be added to customers who are banned in WPLoyalty. * Add Points to Banned Customers: If selected, points will be added to banned customers in WPLoyalty.

### Steps to Migrate Users and their Points from WPSwings Points and Rewards to WPLoyalty 1. Navigate to the Migration Add-on settings. 2. Configure the batch and pagination limits. 3. Select WPSwings Points and Rewards as the source plugin. 4. Choose whether to add or skip points for existing and banned customers. 5. Start the migration process. **Screenshots**: * Users and points migration in the pending period

* Processing state

* Completed migration

After the migration process is completed, you can export the file like the below screenshot:

Exported file screenshot:

Exported customers in WPLoyalty:

{% hint style="info" %} If you want more advanced features, consider buying WPLoyalty PRO [Get Loyalty PRO](https://wployalty.net/pricing/) {% endhint %} **You may also want to check out these helpful guides:** **Next Steps:** * [To learn more about the Customer Reward page, click here.](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) * [Check out our cool Launcher Widget feature by clicking here.](https://docs.wployalty.net/add-ons/wployalty-launcher) * [Click here to learn how to give Points for signing up.](https://docs.wployalty.net/campaign-types/sign-up-reward) * [To explore the available types of Rewards, click here.](https://docs.wployalty.net/campaigns/campaign-rules) * [Find out more about the Referral Campaign by clicking here.](https://docs.wployalty.net/campaign-types/referral-campaign) Still unclear?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Migration from WooCommerce Loyalty Points & Rewards Discover how WPLoyalty helps you migrate users and their points from WooCommerce Loyalty Points and Rewards. {% embed url="" %} The WPLoyalty Migration Add-On, developed by WPLoyalty, enables the seamless migration of users and their loyalty points from WooCommerce Loyalty Points and Rewards and Rewards to the WPLoyalty Plugin. This ensures a smooth transition while preserving valuable customer loyalty data. To download the WPLoyalty Migration Add-on, [click here.](https://wployalty.net/add-ons/migration/) Once downloaded, install and activate the add-on. {% hint style="info" %} Please note that this add-on will work with our free package, "[WPLoyalty - Points and Rewards for WooCommerce](https://wordpress.org/plugins/wployalty/)." However, if you are looking for additional advanced features, we recommend upgrading to WPLoyalty PRO. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} After installing and activating the WPLoyalty - Migration add-on, you can enable or disable it by following these steps: * Go to the WordPress backend -> WPLoyalty -> Add-ons -> choose WPLoyalty - Migration. * From there, you can activate or deactivate the add-on using the button.

### Steps to Migrate Users and their Points from WooCommerce Loyalty Points & Rewards to WPLoyalty 1. Navigate to the Migration Add-on settings. 2. Configure the batch and pagination limits. 3. Select WooCommerce Loyalty Points & Rewards as the source plugin. 4. Choose whether to add or skip points for existing and banned customers. 5. Start the migration process. By following these steps and configuring the settings properly, you can ensure a smooth migration of loyalty points to WPLoyalty. **Screenshots**: * Users and points migration in the pending period

* Processing state

* Completed migration

### Steps to Migrate Users and their Points from WooCommerce Points and Rewards to WPLoyalty 1. Navigate to the Migration Add-on settings. 2. Configure the batch and pagination limits. 3. Select WooCommerce Points and Rewards as the source plugin. 4. Choose whether to add or skip points for existing and banned customers. 5. Start the migration process. By following these steps and configuring the settings properly, you can ensure a smooth migration of loyalty points to WPLoyalty. **Screenshots**: * Users and points migration in the pending period

* Processing state

* Completed migration

{% hint style="info" %} If you want more advanced features, consider buying WPLoyalty PRO. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} **You may also want to check out these helpful guides:** **Next Steps:** * [To learn more about the Customer Reward page, click here.](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) * [Check out our cool Launcher Widget feature by clicking here.](https://docs.wployalty.net/add-ons/wployalty-launcher) * [Click here to learn how to give Points for signing up.](https://docs.wployalty.net/campaign-types/sign-up-reward) * [To explore the available types of Rewards, click here.](https://docs.wployalty.net/campaigns/campaign-rules) * [Find out more about the Referral Campaign by clicking here.](https://docs.wployalty.net/campaign-types/referral-campaign) Still unclear?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # WPLoyalty - Guest Referral Explore the functionality of the Guest Referral addon in your online store with WPLoyalty. **Introduction:** Using the "[WPLoyalty - Guest Referral](https://wployalty.net/add-ons/guest-referral/)" addon, friends who are new customers/ Referred Person) can quickly get their rewards. All they need to do is provide their email in a popup, and they can use the reward they earned from the Referral Campaign during their very first purchase itself. Once your friend finishes making their first purchase, the person who referred them or the existing customer will get Points or Rewards through the Referral Campaign. **Why is WPLoyalty - Guest Referral is needed ?** The current Referral Campaign offers a reward to a friend or a new customer once they finish their initial purchase, which they can later redeem in their second or future orders. With the WPLoyalty - Guest Referral Addon, we can give Referral Campaign rewards to new customers or friends as soon as they enter their email in the pop-up. They can then use this reward in their very first order. So, if you want to give rewards to new customers or friends in their first order, this addon is a great choice. [**Click here to purchase WPLoyalty - Guest Referral Addon** ](https://wployalty.net/add-ons/guest-referral/) \ **There are two ways you can get the WPLoyalty - Guest Referral Addon, after purchasing:** * Purchase Confirmation email : We send this email as soon as you have purchased the addon. The email contains the link to download the latest version of the WPLoyalty - Guest Referral and the license key * Your WPLoyalty Account page: Please go to [My Account](https://wployalty.net/login/) page. Login with your email address and password. Once logged into the My Account page, you will be able to download the latest version of the plugin and also get the license key Once downloaded, proceed to install and activate the add-on. **Activating License Key:** * Either, you can get the license key in the "Purchase confirmation email" that we send to you immediately after you purchase the WPLoyalty. * Or please login to[ My Account](https://wployalty.net/login/) page and click on the "View Licenses" link * Then, go to Wordpress backend -> WPLoyalty -> Add-ons -> choose the WPLoyalty - Guest Referral addon -> click on Open -> Settings * Enter the license key and Activate it. **Screenshot showing activate the license key:**

Please note that [WPLoyalty PRO](https://wployalty.net/pricing/) and [WPLoyalty - Guest Referral Addon](https://wployalty.net/add-ons/guest-referral/) require different license key. So please make sure to activate the license key for both respectively. If you are still having doubts regarding license key activation, then contact our [support team](https://wployalty.net/support/). {% hint style="info" %} Make sure that you have also already installed and activated the WPLoyalty plugin. Please note that the features explained in this doc are available only in the PRO version. Do More with the PRO Version [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} Let’s get started, **Step 1: Creating a Referral Campaign** [To learn the step by step configuration of creating Referral Campaign, Click Here. ](https://docs.wployalty.net/campaign-types/referral-campaign) **Example scenario: Referring person (existing customer) gets 100 points and Friend gets $10 off Reward** **Creating a $10 off Reward:** * Go to Wordpress backend -> WPLoyalty -> Rewards * Click on the button “Create New Reward” and choose “Fixed Discount” as reward type **Then configure the Reward as shown in the below screenshot:**

**Details of configurations are:** * Give a title for the reward. For example: Friend gets $10 off * Choose the option “Choose how this reward should be used ? -> Reward as a coupon immediately” (You also have the option to choose the reward type as points but please note that friends' reward type should always be a Coupon. Hence for creating Rewards for Referral Campaign choose the reward type as immediate coupons) * Set discount value as $10 for example * Configure other optional sections if required and save the reward. **Creating a Referral Campaign:** * Go to Wordpress backend -> WPLoyalty -> Campaigns * Click on the button “Create New Campaign” and choose “Referral Campaign” as campaign type **Then configure the campaign as shown in the below screenshot:**

**Details of configurations are:** * Give a title for the campaign * For existing customer, choose the reward type as Points and set 100 points (you also have option to choose coupon as reward type too) * For new customers, choose the type of reward as “Coupon reward” and select the $10 off coupon reward by typing a few characters of the title name. * Then, save the Campaign
**Step 2: Setting up the “WPLoyalty - Guest Referral” addon** * Go to Wordpress back end -> WPLoyalty -> Add-ons * Choose the addon “WPLoyalty - Guest Referral” -> click on the button “Open” Then from the settings tab, select the created Referral Campaign in the setting “Choose a referral campaign that is eligible for the guest referral” and save it. **Here is the screenshot of setting:**

**How does the “WPLoyalty - Guest Referral addon” work ?** **Getting Referral URL as existing customer:** * Existing customers can get their referral URL from Customer Reward Page * Or from Launcher \ **Testing the Referral Campaign as new customer/ Friend:** * Copy the referral URL and paste it in a New incognito private window * This will help you simulate a friend making their first purchase. Also, make sure to use a new email address when placing an order as a friend because the friend reward is given only for the first purchase. * As soon the referral URL is loaded, a pop-up like below screenshot will get displayed

* From the pop-up give a new email ID and click on “Claim Reward” * Now, new customers/ friends will earn a Reward ($10 off instantly) which they can redeem in their first/ upcoming orders they are going to place. Please note that Friend/ new customer will earn Referral Reward only if he is a new customer/ no orders placed from the given email ID. **Screenshot showing the reward earned by friend/ new customer:**

As soon as a new customer/ Friend completes his first purchase, the existing customer/ referring person will receive Points (100 points via Referral Campaign).
**Screenshot of Customer Reward Page showing 100 points earned by existing customer:**

**How to further customise the popups ?** Go to the “Reward Claim Pop-up” tab and from here you can further customize the popup like changing images, color, text and save the changes. **To customize Reward Claim Pop-up:** * Go to Wordpress back end -> WPLoyalty -> Add-ons * Choose the addon “WPLoyalty - Guest Referral” -> click on the button “Open”

**To customize Reward Coupon Pop-up:** Go to the “Reward Coupon Pop-up” tab and from here you can further customize the popup like changing images, color, text, URL of the shop and save the changes.

**How to enable/ disable the addon “WPLoyalty - Guest Referral” ?** * Go to the WordPress backend -> WPLoyalty -> Add-ons -> choose the addon “WPLoyalty - Guest Referral” * From there, you can activate or deactivate the add-on using the button “Activate” or “Deactivate”

**IMPORTANT NOTE:** For this add-on to work the existing / referring persons reward type can be Points/ Rewards but the new customers/ Referred Person’s reward type should always be a coupon. {% hint style="info" %} Do more with PRO. Get [WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} **Next Steps:** **You may also want to check out these helpful guides:** * [Please take a look at this guide for additional information on the Referral Campaign. ](https://docs.wployalty.net/campaign-types/referral-campaign) * [Discover details about the WPLoyalty Referral Program by clicking here. ](https://docs.wployalty.net/quick-start-guides/creating-a-referral-program) * [Explore our exciting Launcher Widget feature. ](https://docs.wployalty.net/add-ons/wployalty-launcher) * [Refer to this document for more information on the Point for Purchase Campaign. ](https://docs.wployalty.net/campaign-types/points-for-purchase) * [Refer to this document for more details on the Point Conversion Campaign.](https://docs.wployalty.net/reward-types/points-conversion) **Video:** {% embed url="" %} **Still Unclear ?** If you need any assistance, please create a[ support request](https://wployalty.net/support/) at our ticket system. We are always happy to assist you :) # WPLoyalty – Opt-in Give your customers the choice to join your loyalty program Let’s explore what the Opt-in Add-on is and how you can enable and configure it in your WPLoyalty-powered store. ### What is the Opt-in Add-on? The WPLoyalty Opt-in Add-on allows you to let customers choose whether they want to join your loyalty program through a simple checkbox. This gives customers more control and ensures they are aware of their participation. \ **Key Highlights:** * By default, the Opt-in checkbox appears on the Checkout and Registration pages. * Store owners can use a shortcode to display the opt-in checkbox on any page where they’d like customers to update their participation preference. * Existing loyalty customers will be automatically added to the opt-in list the next time they log in. The checkbox will be enabled by default for these existing customers. This add-on helps maintain compliance and transparency by offering an explicit opt-in experience. ### Requirements: If you’re using the Opt-in Add-on, ensure that your WPLoyalty plugin version is 1.3.4 or higher. {% hint style="info" %} Make sure you have already installed and activated the WPLoyalty plugin.\ Please note: Some features mentioned in this documentation are available only in the PRO version. [Get WPLoyalty PRO](https://wployalty.net/) {% endhint %} Download the add-on from the following link: [Opt-in Add-on](https://wployalty.net/add-ons/wployalty-opt-in/) ### How to Enable the Opt-in Add-on #### Step 1: Enable the Add-on 1. Navigate to WPLoyalty → Add-ons tab 2. Locate WPLoyalty – Opt-in Add-on and click to open it.

### How to Configure Settings: #### Default Display Locations Once enabled, the opt-in checkbox will automatically appear in the following locations: * Registration Page * Checkout Page No additional setup is needed for this default behavior. ### Screenshots #### Checkout Page:

#### Registration Page:

#### Use Shortcode to Display Opt-in Anywhere Want to give customers the ability to update their loyalty membership preference elsewhere? Use the following shortcode: \[wlopt\_update\_loyalty\_membership]

This shortcode allows store owners to display loyalty membership preference form anywhere on their site. It provides customers with the ability to opt in or opt out of the WPLoyalty program, giving full control to merchants on how and where they want to offer this option. #### WPLoyalty Opt-in screenshot:

#### Opt-out screenshot:

### Video Tutorial: {% embed url="" %} ### Need Help? Still have questions or need assistance?\ Please submit a support request — we’re always happy to help you! # WPLoyalty - Brand Condition Explore the functionality of the Brand condition addon in your online store with WPLoyalty. {% hint style="info" %} Please note that this add-on will only work with the PRO package, so to utilize this feature we recommend upgrading to WPLoyalty PRO. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} {% embed url="" %} Let's learn how to create Brand Specific Reward Campaigns using the Add-on. {% endembed %} ### Introduction The WPLoyalty - Brand Condition add-on extends the functionality of WPLoyalty by integrating brand-based conditions into loyalty campaigns. It is compatible with both Perfect Brands for WooCommerce and WooCommerce Brands plugins. With this add-on, customers can earn and redeem rewards based on brand-specific conditions, enhancing customer engagement and loyalty. ### Requirements for Brand Condition To use this add-on, ensure that you have the following installed and activated: * WordPress 4.9 or later * WooCommerce 9.6 or later * WPLoyalty 1.3.1 or later * Either Perfect Brands for WooCommerce or WooCommerce Brands installed and activated #### Supported Campaign Types This condition can be used in: * Points for Purchase campaign * Reward Based on Spending campaign This add-on also works seamlessly with all additional conditions and displays dynamic earning messages based on campaigns and rewards. {% hint style="info" %} Please note that this add-on will only work with the PRO package, so to utilize this feature we recommend upgrading to WPLoyalty PRO. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} Please submit a[ support request](https://wployalty.net/support/). We are always happy to assist you :) # WooCommerce Brands Explore the functionality of the Brand (WooCommerce Brands) condition with add-on in your online store with WPLoyalty. {% hint style="info" %} Please note that this add-on will only work with PRO package, so to utilize this feature we recommend upgrading to WPLoyalty PRO. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} ### How to Enable the Brand Condition Add-on #### Step 1: Enable the Add-on 1. Navigate to the WPLoyalty → Add-ons tab. 2. Locate WPLoyalty - Brand Condition and open the add-on.

**Step 2: Configure the Brand Plugin**
1. Go to the Settings tab. 2. Choose the brand plugin you are using: * WooCommerce Brands * Note: You can choose only one brand plugin at a time. 3. Click Save Changes.

1. **Example scenario: 10 points will be rewarded for each $5 spent by the customer in the Timex brand**

You can display the message "Purchase & earn X Points!" in Both list and single product pages. Note: The display message "Purchase & earn X Points!" will be shown in the selected brands only.

Cart page:

\ 2\. **Example scenario: Spend on a Unisex brand and earn a 25% coupon reward on your next order immediately** 1. Go to your WordPress dashboard -> WPLoyalty -> Reward 2. Click the "Create New Reward" button -> select any reward like (percentage discount) Configure the reward as shown in the screenshot below:

Then, configure the campaign as shown in the screenshot below: Go to your WordPress dashboard -> WPLoyalty -> Campaigns Click the "Create New Campaign" button -> select Reward based on spending

Cart Page:

As you can see, customers will earn a 25% coupon reward in their next order while spending on the Unisex brand. {% hint style="info" %} Please note that this add-on will only work with PRO package, so to utilize this feature we recommend upgrading to WPLoyalty PRO. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} **You may also want to check out these helpful guides:** **Next Steps:** * [Refer to this document for more details on the Point Conversion Campaign.](https://docs.wployalty.net/reward-types/points-conversion) * [Refer to this document for more information on the Point for Purchase Campaign. ](https://docs.wployalty.net/campaign-types/points-for-purchase) * [Explore our exciting Launcher Widget feature. ](https://docs.wployalty.net/add-ons/wployalty-launcher) * [Discover details about the WPLoyalty Referral Program by clicking here. ](https://docs.wployalty.net/quick-start-guides/creating-a-referral-program) * [Please take a look at this guide for additional information on the Referral Campaign. ](https://docs.wployalty.net/campaign-types/referral-campaign) **Still Unclear?** If you need any assistance, please create a[ support request](https://wployalty.net/support/) at our ticket system. We are always happy to assist you :) # Perfect Brands for WooCommerce Explore the functionality of the Brand (Perfect Brands for WooCommerce) condition with add-on in your online store with WPLoyalty. {% hint style="info" %} Please note that this add-on will only work with the PRO package, so to utilize this feature we recommend upgrading to WPLoyalty PRO. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} ### How to Enable the Brand Condition Add-on #### Step 1: Enable the Add-on 1. Navigate to the WPLoyalty → Add-ons tab. 2. Locate WPLoyalty - Brand Condition and open the add-on.

#### Step 2: Configure the Brand Plugin 1. Go to the Settings tab. 2. Choose the brand plugin you are using: * Perfect Brands for WooCommerce * Note: You can choose only one brand plugin at a time. 3. Click Save Changes.

**1. Example scenario: 1 point will be rewarded for each $1 spent by the customer on the iPhone brand** 1. Go to WordPress backend -> WPLoyalty -> Campaigns 2. Click on the button “Create New Campaign” and choose “Points for Purchase” as the campaign type Then configure the campaign as shown in the below screenshot:

You can display the message "Purchase & earn X Points!" on Both list and single product pages. Note: The display message "Purchase & earn X Points!" will be shown in the selected brands only. Product Page:

Cart Page

**2. Example scenario: get a $50 coupon when purchasing the Nike brand** 1. Go to your WordPress dashboard -> WPLoyalty -> Campaigns 2. Click the "Create New Campaign" button -> select Reward based on spending Configure the reward as shown in the screenshot below:

Then, configure the campaign as shown in the screenshot below:

Cart Page:

As you can see, customers will earn a $ 50 coupon reward in their next order while spending on the Nike brand. Likewise, we can provide different points for different subtotal ranges {% hint style="info" %} Please note that this add-on will only work with the PRO package, so to utilize this feature we recommend upgrading to WPLoyalty PRO. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} **You may also want to check out these helpful guides:** **Next Steps:** * [Refer to this document for more details on the Point Conversion Campaign.](https://docs.wployalty.net/reward-types/points-conversion) * [Refer to this document for more information on the Point for Purchase Campaign. ](https://docs.wployalty.net/campaign-types/points-for-purchase) * [Explore our exciting Launcher Widget feature. ](https://docs.wployalty.net/add-ons/wployalty-launcher) * [Discover details about the WPLoyalty Referral Program by clicking here. ](https://docs.wployalty.net/quick-start-guides/creating-a-referral-program) * [Please take a look at this guide for additional information on the Referral Campaign. ](https://docs.wployalty.net/campaign-types/referral-campaign) **Still Unclear?** If you need any assistance, please create a[ support request](https://wployalty.net/support/) in our ticket system. We are always happy to assist you :) # WPLoyalty - Level Option Learn how to set customer levels based on points in WPLoyalty Let’s see what the Level Action Add-on is and how to enable it with our WPLoyalty Plugin. ### What is the Level Option Add-on? The Level Option Add-on allows you to customize how customer levels are determined based on points in your loyalty program. You can choose from different point-based criteria to define the customer levels, making the loyalty program adapt to your business goals and customer journey strategies. For example:\ If you choose Points Balance, the customer’s level will be determined by their available points. If you choose Earned Points, the customer will be assigned a level based on the total points they have earned, regardless of redemption. {% hint style="info" %} Make sure you have already installed and activated the WPLoyalty plugin. Please note that some features explained in this doc are available only in the PRO version.\ Do More with the PRO Version [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} Download the add-on from the following link: [Level option add-on](https://wployalty.net/add-ons/level-options/) **Important Note:** The Level Option Add-on is supported from WPLoyalty version **1.3.2** and above. Please ensure your plugin is updated. ### How to Enable the Level Option Add-on #### Step 1: Enable the Add-on * Navigate to WPLoyalty → Add-ons tab. * Locate WPLoyalty – Level Option and click to open it.

#### **Step 2: Configure Settings** * Go to the Settings tab inside the add-on. * Choose how you want to determine customer levels: * Points Balance * Earned Points * Redeemed Points * Click Save Changes after selecting your preferred option. Screenshot: Settings Tab

### How to Configure Levels Once the Level Action Add-on is enabled, proceed to configure the actual levels under the **Levels** section in WPLoyalty. **Refer to Guide**: [Creating Levels & Badges – WPLoyalty Docs](https://docs.wployalty.net/customers-levels-and-vip/creating-levels-badges) **Screenshot: Level Configuration**

## Level Criteria Explained: ### Points Balance: When levels are based on Points Balance, the level is determined by the customer’s current available points.

#### Use case example: If your business rewards customers based on their current loyalty wallet, this option helps you encourage saving or regular point usage. **Example**: A customer with 50 points is assigned to "Silver Level", while another with 100 points is placed in "Gold Level". **Screenshot:**

### Earned Points: With this option, levels are calculated based on the total points a customer has earned, regardless of how many they’ve redeemed.

#### Use case example: Great for businesses that want to reward loyalty over time and recognize long-term customer engagement, even if customers have used up their points. **Example**: A customer has earned 120 points since joining. Even if they redeemed 80, they still qualify for "Gold Level". **Screenshot:**

### Redeemed Points: In this setup, levels are based on the total points a customer has redeemed.

#### Use case example: Ideal for encouraging active participation and reward redemption, by rewarding customers who frequently use their points. **Example**: A customer has redeemed 210 points over time and is rewarded with a special "Platinum" level. **Screenshot:**

This Level Action Add-on provides more control over your loyalty program strategy by letting you decide how levels should be awarded. Whether you want to reward active participation, high earners, or long-term loyalty, this add-on has you covered. ### **Video:** {% embed url="" %} **Still unclear ?** Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) \
# Creating Levels / Badges Learn how to create a levels/ badges in Wployalty. This guide will help you to create a levels/ badges in WpLoyalty. In this you can learn how to create and update the levels based on the points. ### Impact of using levels/ badges: {% hint style="info" %} **Note:** Customer will be added to a specific level based on customer's total earned points. The objective of the levels is to encourage customers to earn more points to reach certain levels and get more benefits. And if we reduce the levels if the points were spent, then customer would not spend any points, which means there will be no use for the points earned. So if a customer reaches the Gold level, then he should aim for the next level. But if we move him to the lower level because he spent those points, then customers will feel disappointed, which will result in losing the customers and the revenue as well. That is the reason why the badges are based on the earned points. (Just like in games. Once you reach a level, you don't fall ) {% endhint %} {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed feature requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} ### Creating Levels/ Badges: Levels allow you to create badges based on the points your customers earn. The below are the steps to create a Levels/ badges: **Step 1:** Please go to your WordPress Dashboard -> WPLoyalty -> Levels **Step 2:** It allows you to create a Level / Tier / Badge for your customers - Example: Silver, Gold & Platinum. Example: Those who earned less than 1000 points belong to Silver.

**Step 3**: Click **"Save"** to create the level. **Step 4:** After creating the levels you can go to the customer section. In that you could see the badges based on the customer points.

The above are the steps to create a level/ badge. Likewise, you can create a different levels/ badges based on the customer points. Example 1 : Those who earned 1000 to 10000 points belong to Gold

Example 2 : Those who earned above 10001 points belong to Platinum.

**Updating the levels:** You can update the levels by clicking "update levels" in the level section. ![](/files/mkbeFrGMs0sPTiFin7G4) By clicking " Update levels" you can update the points. After clicking "done" the points gets updated. ![](/files/ZTk3vqwoJwg2JFJPg2zb) You can see the level/ badges in your account page. The below are the steps to see the level/badges: Step 1: Please go to your storefront -> Select My Account Step 2: You have to choose Points and rewards page. Step 3: You can see the levels based on the points. ![](/files/1XdNG3FUpvjHGXaqYgF7) It allows you to create a Level / Tier / Badge for your customers - Example: Silver, Gold & Platinum.

### Examples 1. Gold members can earn 2 points for $1 spent ![](/files/u0qSMKGLtBKFm3eWILQl) 2\. Platinum members can earn 4 points for $1 spent ![](/files/1QQpVwDgi9Yf7Huc7aUE) 3\. 500 bonus points when a customer reaches the Gold level ![](/files/LdqWhgBjkSkjFpESBqGD) The above discussed scenario requires PRO. [Click here to purchase WPLoyalty PRO.](https://wployalty.net/pricing/) Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Creating Tiered Levels / VIP Customer Rewards Let's learn how to provide different Rewards for customers in different levels. [Click here to know about how to create levels in WPLoyalty. ](https://docs.wployalty.net/how-to-create-a-levels-badges) {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed scenario requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} **Let's take a scenario:** I'm trying to provide different Reward for customers in different levels. Also, I'm trying to provide this each discount only once per customer, if he moves from Silver to Gold Level or from Gold to Diamond level. * 5% off for customers in Silver Level * 10% off for customers in Gold Level and * 15% off for customers in Diamond Level **Scenario 1:** Let's see how to create 5% off Reward and give it only for customers in Silver level. **Step 1: Creating a 5% off Reward:** Go to WPLoyalty -> Rewards -> choose Percentage Discount [Click here to know about step by step procedure of how to create Percentage Reward. ](https://docs.wployalty.net/reward-types/percentage-discount)

**Step 2: Providing this 5% off Reward only for Silver Level Customers via "Reward Based on Spending" Campaign:** Go to WPLoyalty -> Campaigns -> choose Reward Based on Spending.

As shown like above, you can select the 5% off Reward in Campaign and choose additional condition as Level -> Silver and Usage Limit (optional)-> 1 So if a customer reached the Silver level, he will this 5% off instantly only once (optional). **Scenario 2:** Let's see how to create 10% off Reward and give it only for customers in Gold level. **Step 1: Creating a 10% off Reward:**

**Step 2:** **Providing this 10% off Reward only for Gold Level Customers via "Reward Based on Spending" Campaign:**

So if customer moves to a Gold Level, Gold level customers will get 10% off only once in his lifetime. **Note:** * The condition "Usage limit -> 1" is optional * If you are preferring to give 5% off for every orders for Silver level customers, then you can ignore the Usage limit condition. So that 5% off will be applied for all orders (for customers in Silver level) * Likewise, you can create separate Campaign and Rewards for Diamond Level customers. The above discussed scenario requires PRO. [Click here to purchase WPLoyalty PRO.](https://wployalty.net/pricing/) **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Importing Customers and points Learn how to import bulk customers and points through the import option This guide will help you to import many customers and points to WPLoyalty. Most of the loyalty software allow you to export the customers' email address, points and the referral code. {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed option requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} ### What fields you can import? You can import three important fields: * Email -> customer's email address * Points -> points earned by the customer. * Referral Code (optional) -> which has the customer referral code. ### CSV File Preparation Before you start, please make sure that you have prepared the data in a Comma Separated Value (CSV) format. Most spreadsheet programs like Google Sheet, Excel and others allow you to prepare a sheet and export as a "CSV" file. The CSV file should have three columns with the following headings: * email * points * referral\_code (optional) While importing email and points, referral code will get generated automatically per customer by WPLoyalty. Hence referral\_code is an optional section. **email** and **points** are the required columns in CSV file while importing. Make sure the column names are **email** and **points (in lower case)**. Otherwise the import will not work. ### How to import the CSV in WPLoyalty? Please go to Wocoommerce -> WPLoyalty -> Customers. Click on the "Import" button.

Choose the CSV file you have prepared and click next.

### Import Options **Update the Points when customer already exists:** Choose Yes if you want to replace the points value of already existing customers with the value from the CSV. Choose NO to ignore updating customers if they are already existing in the system. **How many records to import per batch:** By default, the import processes the records in CSV file in batches. Per batch, it processes 10 records. You can increase the count if your hosting infrastructure has more computing power. Recommend value: 10 Once done, click **Next** to start the Import process. **Additional options while updating existing customers points or while adding New Customer:** **How do you want update customers points by type:** Let's say all your existing customers has 50 available Points and I'm importing 100 points for all customers via .CSV file. **Overwrite points -** While choosing this option, 100 points will get updated for all existing customers by overwriting the 50 points. Hence after import, all existing customers will have 100 available points. **Add points -** While choosing this option, 100 points will get added for existing customers. Hence after import, all existing customers will have (100 + 50) 150 available points. **Subtract points -** While choosing this option, 100 points will get subtracted for existing customers. Hence after import, all existing customers will have (50 - 100) 0 available points since points cannot be in - value. **Comments (Optional) -** This section is optional and using it, we can add additional notes or information related to the points that have been added or reduced. These notes will also be displayed only on administrator end. Once imported, you can check the imported records under the "Customers" section of WPLoyalty. ![](/files/E14Q42KuWRqD1CBSs3kF) **Frequently asked questions:** * **Is it possible to import points from third party plugins ?** If the third party plugin allows option to export the customer's email address and their points balance, then we can import it via our plugin using the import option as we saw above. * **How to add Points for already placed orders, if I'm new to WPLoyalty points platform ?** WPLoyalty plugin usually starts assigning points for actions that happen after the plugin is installed. But there is a solution. You can import the points (100 points) for all existing customers using the "Import points" option. You may want to prepare a CSV file with customer's email address and points for all customers. Example: 100 points for all existing customers (everybody starts with 100 points) Here are the steps: 1. Just create a Google doc spreadsheet and add the customers' email address (you can export the customers from WooCommerce) in the first column 2. Then in the second column, set 100 points for each email address.\ Here is an example sheet: 3. Then save it as a CSV file. Here is the example CSV file: \ \ Then, you can just import the created files. So that all your existing customers will get 100 points. **Looking to Ban specific users from WPLoyalty ?** To Ban specific users/ customers, go to Wordpress backend -> WPLoyalty -> Customers tab -> then search for the specific customer and enable the toggle "Ban User"

So that this specific customer will get banned from WPLoyalty and will not earn any Points/ Rewards in whole. The above discussed option requires PRO. [Click here to purchase WPLoyalty PRO.](https://wployalty.net/pricing/) **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Using LocoTranslate Learn how to translate the static texts in WPLoyalty plugin to your own language with the free LOCO Translate plugin {% hint style="info" %} Haven't yet purchased the WPLoyalty - PRO ? [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} ### What is Loco Translate? Loco Translate is an awesome translation editor plugin, which is free and has more than one million active installs. You can translate both WordPress themes or plugins into any other language other than the one it originally comes in (*which is typically English*). ### **Why Loco Translate ?** * It has a built-in translation editor. * Simple way to translate theme/plugin files directly from WordPress Dashboard. ### **Installing Loco Translate** Please go to your WordPress dashboard -> Plugins -> Add New * Search for "*loco translate*" * You will see the LOCO TRANSLATE plugin in the result. Click on Install now and activate the plugin. ![](https://downloads.intercomcdn.com/i/o/156416580/afac4ab0bb12264f4920bf9a/screenshot-localhost-2019.10.17-11_05_51.png?expires=1620116562\&signature=dca81f4ec262e7c35080da0b4b2fa32ae77cd5d76f3086c8a47bb799b341c025) Now that the LOCO Translate plugin is installed, let's start using it.
Navigate to Loco Translate --> Plugins --> Search for "WPLoyalty - Woocommerce Points, Rewards and Referral plugin". ![](/files/VBynqwmdiOFqDaW75U64) ### **Choose your language** You will see a list of languages (if you have only one language, you will see just one option). Choose your language ![](/files/utgLTon2rd69Z4rIzP1Q) In the next screen, there will be a list of static texts available for translation. Choose the text you wanted to translate. ### Translating the Text You can search and select the "text" or the "word" that you wanted to translate to your language ![](/files/sBbbvAVwDPbBVMxOCp41) Once you enter the translation, please click SAVE. Repeat the process for translating other words / texts in your language. Now, when you visit your site in your language, the translated words will appear. ### Frequently Asked Questions? #### **I don't see your language displayed in the Loco translate** * Go to your WordPress dashboard -> LocoTranslate -> Plugins * Choose WooCommerce Loyalty Rules * Click New Language ![](https://downloads.intercomcdn.com/i/o/198368849/0b2bb8de498913df8d6b668b/screenshot-localhost-2020.04.06-19_05_07.jpg?expires=1620116562\&signature=2b48ad6994c167ed66d5369eefbd6e7b7982ac0e760c3f3f7bb8ed50b95eb7c0) * Choose the installed language from Wordpress and choose the location as "system" * Click on Start Translating. ![](/files/QEtaibByvHhIhX7M3gWP) [Click here to purchase WPLoyalty PRO.](https://wployalty.net/pricing/) **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) ... # Translating Dynamic Strings with LocoTranslate Guide to Adding and Translating WPLoyalty Dynamic Strings with Loco Translate In this guide, we will walk through the following steps in detail: **Step 1:** **Understanding Dynamic Strings** We'll define dynamic strings as strings that are added dynamically by users, such as campaign titles/descriptions and strings from the Launcher widget etc.., **Step 2: Why the WPLoyalty - Multi-Lingual Compatibility - Dynamic Strings Addon Plugin was Developed** Initially, dynamic strings were missing from the translation table of LocoTranslate. To address this issue, we created an add-on plugin called Multi-Lingual Compatibility - Dynamic Strings. With this plugin, adding dynamic strings to the translation table of LocoTranslate is easy, and translation can be done in just a few clicks, streamlining the process. **Step 3: Installing the WPLoyalty - Multi-Lingual Compatibility - Dynamic Strings Addon Plugin:** [**Click here to download the Multi-Lingual Compatibility - Dynamic Strings add-on.** ](https://wployalty.net/add-ons/multi-lingual-compatibility/) To install the add-on, follow these steps: 1. Go to your WordPress dashboard -> Plugins -> Add New

2. Click on the "Upload Plugin" button on the top.

3. Use the Browse option and add the downloaded wp-loyalty-translate addon plugin zip file.

4. Click Install now and Activate plugin. 5. After activation, you can access the add-on by navigating to WPLoyalty -> Add-ons -> "WPLoyalty - Multi-Lingual Compatibility - Dynamic Strings” add-on plugin.

6. If you click on the “**Open**” option this will be the dashboard of Multi-Lingual Compatibility - Dynamic Strings Add-on plugin.

**Step 4: Installing and Setting Up LocoTranslate:** [To learn about how to install and set up LocoTranslate, please click here. ](https://docs.wployalty.net/translating-wployalty/using-locotranslate) **Step 5: Adding Dynamic Strings to the wp-loyalty-rules.pot File:** After installing LocoTranslate, follow these steps: 1. Go to LocoTranslate -> Plugins -> select the "WPLoyalty - Woocommerce Points, Rewards and Referral plugin". 2. Look for the "Edit Template" option and click on it.

3. You will be directed to the "wp-loyalty-rules.pot" file. Click on the "**Sync**" option to automatically add the dynamic strings to the translation table. Remember to save the changes.

**Step 6: Synchronizing strings from wp-loyalty-rules.pot file to wp-loyalty-rules-fr\_FR.po file:** 1. Go to Loco Translate -> Plugins and select "WPLoyalty - Woocommerce Points, Rewards and Referral plugin." 2. Look for the "**Edit**" option. (**Note**: As we have already translated the strings for French by following the above steps, the file "wp-loyalty-rules-fr\_FR.po" is displayed). Click on "Edit."

3. Next, you will be directed to the French .po file. Click on the "**Sync**" button located here as well.

After syncing the dynamic strings to the translation table, you can easily search for the strings and begin translating them. **Step 7: Translating the dynamic strings:** **Example 1: Translating Campaign title "Earn 1 Point for every $10 Spent"** [For a detailed step-by-step procedure on creating a Campaign, please refer to the documentation.](https://docs.wployalty.net/campaign-types/points-for-purchase)

1. Navigate to Loco translate -> Plugins -> choose the "WPLoyalty - Woocommerce Points, Rewards and Referral plugin." 2. Click on the "Edit" option. 3. Search for the dynamic string "Earn 1 Point for every $10 Spent" in the search bar. 4. Click on the translation box next to the string and enter the translated string. 5. Click on the "Save" button to save the translated string.

Now, we have successfully translated the campaign title to French. **Example 2: Translating string from Launcher: "Hello {wlr\_user\_name}"**

Search for the string "**Hello {wlr\_user\_name}**" in the search bar, enter the transtlated string in French and save it.

**Here is the screenshot of Launcher in French:**

Now, we have successfully translated one of the Launcher string to French. In the same way, we could search for any variable strings and translate them. **Note:** * This "[**Multi-Lingual Compatibility - Dynamic Strings**](https://wployalty.net/add-ons/multi-lingual-compatibility/)" addon is exclusively available for WPLoyalty users. This add-on is provided at no cost to users of WPLoyalty plugin. **Video:** **For translating Campaign title:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Using WPML Learn how to translate WPLoyalty text/ strings using WPML plugin. {% hint style="info" %} Haven't yet purchased the WPLoyalty - PRO ? [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} **Example 1:** Let's take an example of translating My account -> Points and Rewards page -> **My Rewards** string. The string is "**MY REWARDS**" **Step 1:** Go to Wordpress Dashboard -> WPML -> String Translation

**Step 2:** Select **wp-loyalty-rules** plugin file in "in domain" section and after loading, you can search for the string and click on the search option

**Step 3:** Then you can add the translation for respective language (I'm translating the string to "Spanish") by clicking on "+" symbol, add the translation for Spanish and enter

**Step 4:** Now, the translated string will get reflected correctly.

Likewise, we can search for the strings from "String Translation Table" of WPML and translate it. [Click here to purchase WPLoyalty PRO.](https://wployalty.net/pricing/) You may also refer to: [How to create Campaigns/ Rewards while using WPML ? ](https://docs.wployalty.net/conditional-based-scenarios/how-to-create-campaigns-while-having-multilingual-site-wpml) [How to translate strings using Loco Translate ? ](https://docs.wployalty.net/quick-start-guides/translating-wployalty-with-locotranslate) **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Translate dynamic strings via WPML Learn how to add dynamic strings of WPLoyalty to the String Table of WPML and how to translate it **Why we developed WPLoyalty - Multi-Lingual Compatibility - Dynamic Strings addon plugin ?** At first, dynamic strings like Campaign/ Reward Title or Campaign/ Reward Description or strings from Launcher will be missing from WPML -> String Translation -> String Table. To add such strings to the string table of WPML, we have introduced an add-on called “Multi-Lingual Compatibility - Dynamic Strings”. Using this addon plugin we can simply add dynamic strings in bulk to the string table of WPML and translate it easily in just a few clicks. \ [**Click here to download the Multi-Lingual Compatibility - Dynamic Strings add-on.** ](https://wployalty.net/add-ons/multi-lingual-compatibility/) \ **Installation of Multi-Lingual Compatibility - Dynamic Strings add-on plugin:** [Click here to know about how to install the Multi-Lingual Compatibility - Dynamic Strings addon.](https://wployalty.net/add-ons/multi-lingual-compatibility/) (Refer to “Installation of WPLoyalty - Multi-Lingual Compatibility - Dynamic Strings addon plugin” section) Once the add-on plugin is installed and activated successfully, Navigate to: WPLoyalty -> Add-ons -> "WPLoyalty - Multi-Lingual Compatibility - Dynamic Strings” add-on plugin -> click “Open” Now, you will be taken to the Multi-Lingual Compatibility - Dynamic Strings add-on plugin dashboard:

**Now, let’s see the below steps in detail:** * Adding Dynamic Strings to String Table of WPML using the add on “Multi-Lingual Compatibility - Dynamic Strings” * Translating the added dynamic strings using WPML **Step 1: Adding Dynamic Strings to string table using the add on Multi-Lingual Compatibility - Dynamic Strings:** \ **Example:** Let’s see how to add the below Reward title to the string table of WPML via the above add-on and translate it. **Reward title/ name** - is the title we are giving while creating a Reward. [Click here to know more about how to create Reward in step by step. ](https://docs.wployalty.net/campaigns/creating-a-reward)

From the above screenshot, let’s see how to add the string “**Redeem every 10 Points for $1**” to the string table of WPML via Multi-Lingual Compatibility - Dynamic Strings add-on. \ 1: Navigate to WPLoyalty -> Add-ons -> "WPLoyalty - Multi-Lingual Compatibility - Dynamic Strings” add-on plugin -> click “**Open**”

2: From the dashboard of WPLoyalty - Multi-Lingual Compatibility - Dynamic Strings, click on the button “**Update Dynamic String for WPML**”

3: Navigate to WPML -> Theme and Plugins localization -> select the plugin “WPLoyalty - WooCommerce Loyalty Points, Rewards and Referral”

4: Scroll down and click on the option “**Scan selected plugins for strings**”

5: Once the scanning is done, we can notice that dynamic strings from WPLoyalty get added to the string table of WPML.

**Step 2: Translating the added dynamic strings using WPML:** 1\. Go to WPML -> String Translation

2\. Select WPLoyalty plugin in "in domain" section and after loading, you can search for the string (For example -> Reward title: “**Redeem every 10 Points for $1**” ) and click on the **search** option.

3\. Then, you can add the translation for respective language (I'm translating the string to "French") by clicking on "+" symbol, add the translation and enter

Now, we have successfully translated the Reward Title to French. Likewise, we can translate all dynamic strings from WPLoyalty using the addon “Multi-Lingual Compatibility - Dynamic Strings”. **Note:** * This add-on plugin "[**Multi-Lingual Compatibility - Dynamic Strings**](https://wployalty.net/add-ons/multi-lingual-compatibility/)" will work only if you are an user of [WPLoyalty](https://wployalty.net/) plugin. * This "Multi-Lingual Compatibility - Dynamic Strings" add-on is completely free for WPLoyalty users. **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Using TranslatePress Learn how to translate texts from WPLoyalty while using Translate Press plugin. {% hint style="info" %} Haven't yet purchased the WPLoyalty - PRO ? [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} While using Translate Press plugin, strings will get automatically translated via enabling "Automatic Translation" settings. Note: While enabling this setting, it will override all customised translations done manually using third party plugins like Loco Translate or via POEditor. Are you looking to Translate WPLoyalty strings manually as per your requirement and disable this "Automatic Translation" setting for WPLoyalty ? In that case, you can choose the below settings: **Step 1:** Go to Wordpress -> Settings -> TranslatePress.

**Step 2:** Go to the "Advanced" settings tab

**Step 3:** Go to "Exclude strings" section -> Exclude Gettext Strings -> Domain Here exclude our plugin domain "wp-loyalty-rules" here and save it.

So that WPLoyalty strings will not get automatically translated. Now, you can use Loco Translate plugin or POEditor or any third party plugin to translate WPLoyalty strings manually. [Click here to purchase WPLoyalty PRO.](https://wployalty.net/pricing/) You may also refer to: [How to translate strings using Loco Translate](https://docs.wployalty.net/quick-start-guides/translating-wployalty-with-locotranslate) Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # How does WPLoyalty work on websites with multiple languages ? Let's explore the process of creating campaigns and rewards on multilingual sites using WPLoyalty. WPLoyalty works seamlessly on websites with multiple languages and is fully compatible with multilingual plugins such as WPML. When generating campaigns or rewards with [WPLoyalty](https://wployalty.net/), we can create them based on the default language of the website and use translation plugins like Loco Translate or WPML to translate static or dynamic strings (like campaign titles or descriptions) into other languages. **For example**, if your website's default language is English and you have a multilingual store in French, you can create a campaign in English using WPLoyalty and translate it into French using plugins like Loco Translate or WPML.
**This document will provide a detailed explanation of the following steps:** * Creating Campaigns/Rewards in a multilingual site. * Adding dynamic strings from Campaigns/Rewards to translation plugins such as Loco Translate/WPML using the "Multi-Lingual Compatibility - Dynamic Strings" addon and translating it. Let's explore each of these steps in detail below. {% hint style="info" %} Make sure you have already installed and activated the WPLoyalty plugin. Please note that some of the features explained in this doc are available only in the PRO version. Do More with the PRO Version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} Let’s get started, **Step 1: Creating Campaigns/Rewards in a multilingual site** In this first step lets see how to configure a Campaign using the “Point for Purchase” campaign in a multilingual site that offers customers with 1 point for each dollar spent, meaning they will earn 2 points for spending $2 and so on. \ To create such campaign, * Go to WordPress dashboard -> WPLoyalty -> Campaigns tab -> Click on “Create New Campaign” button. * Choose “Point for Purchase” Campaign as the Campaign type. [To learn the step-by-step process for creating a Point for Purchase Campaign, click here. ](https://docs.wployalty.net/campaign-types/points-for-purchase) \ **Here is the screenshot of the campaign configuration that follows,**

**Step 2: Use the "Multi-Lingual Compatibility - Dynamic Strings" addon to add dynamic strings from campaigns or rewards to Loco Translate or WPML for easy translation of campaign titles and descriptions.** In the above campaign dynamic strings are: * Campaign Title - Earn 1 Points for every $ spent * Campaign Description - Earn 1 point for $1 spent, 2 point for $2 spent and so on… To translate these dynamic strings, we need to download, install, and activate the "Multi-Lingual Compatibility - Dynamic Strings" addon. [**Click here to download the Multi-Lingual Compatibility - Dynamic Strings addon.** ](https://wployalty.net/add-ons/multi-lingual-compatibility/) **After installing and activating the "Multi-Lingual Compatibility - Dynamic Strings" addon:** * [Click here to know about how to translate dynamic strings using Loco Translate ](https://docs.wployalty.net/translating-wployalty/translating-dynamic-strings-with-locotranslate) * [Click here to know about how to translate dynamic strings using WPML](https://docs.wployalty.net/translating-wployalty/translate-dynamic-strings-via-wpml) * [Click here to know about how to translate dynamic strings while using TranslatePress](https://docs.wployalty.net/translating-wployalty/using-translatepress) Similarly for Rewards too, we can generate rewards based on the default language of the site and translate them using translation plugins such as Loco Translate or WPML. {% hint style="info" %} If you want more advanced features, consider buying WPLoyalty PRO. [Get WPLoyalty PRO ](https://wployalty.net/pricing/) {% endhint %} **Next Steps:** You may also want to check out these helpful guides: * [Discover how to create a straightforward Point Conversion Reward by clicking here.](https://docs.wployalty.net/reward-types/points-conversion) * [Explore our Launcher Widget, a unique feature, by learning more about it.](https://docs.wployalty.net/add-ons/wployalty-launcher) * [Find out about WPLoyalty's Level feature by clicking here.](https://docs.wployalty.net/customers-levels-and-vip/creating-levels-badges) * [Click here to learn about providing distinct rewards to customers in different levels.](https://docs.wployalty.net/customers-levels-and-vip/creating-tiered-levels-vip-customer-rewards) * [If your website supports multiple currencies, click here to understand how WPLoyalty operates in such cases.](https://docs.wployalty.net/add-ons/wployalty-auto-currency) #### Still Clear ? If you need any assistance, please create a [support request ](https://wployalty.net/support/)at our ticket system. We are always happy to assist you :) # How to create user role specific campaigns in WPLoyalty ? Let's learn how to create campaigns for specific user role in WPLoyalty. WPLoyalty allows you to assign Points / Rewards to different user roles. We can reward a customer by creating a campaign for a specific user role or we can reward different Points/ Rewards for different User roles. {% hint style="info" %} *NOTE: WordPress provides a concept called user roles. You can use plugins like* [*User Role Editor*](https://wordpress.org/plugins/user-role-editor/) *to create any number of roles and assign users to those roles. For Example: Wholesale* *If you have not assigned your users to any roles, you might want to consider assigning your wholesale customers to a user role for example.* {% endhint %} Now, let's see how to create Campaigns for specific user roles. **Example scenarios:** * Get 100 Points for Wholesale User roles while spending $100 or more * Get 50 Points for Customer User roles while spending $100 or more. ### **Creating a campaign:** **Scenario 1:** Providing 100 Points for **Wholesale** User roles while spending $100 or more [Click here to know about the step by step procedure for how to create reward based on spending campaign.](/campaign-types/reward-for-spending) Now, in the **Reward Based on Spending** Campaign , we have to add additional condition as "User role ". For example: Wholesale **Creating a Reward Based on Spending Campaign 1:**

**Cart page of Wholesale User:**

So, if a Wholesale customer spends minimum of $100, then he will earn 100 points for that order. **Scenario 2:** Providing 50 Points for "**Customer"** User role while spending $100 or more. **Creating a Reward Based on Spending Campaign 2:**

**Cart page of Customer:**

So if a user is logged in as "Customer" and spends minimum of $100, he will earn 50 Points for that order. **Video:** {% embed url="" %} **Note:** Customer will get points/rewards only when they belongs to specific user role as per given condition. Likewise, you can create Campaign for specific user roles. Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Purchase History conditions with examples Let's learn about purchase history conditions in detail with examples. **Purchase history based condition:** This condition will check for the number of orders/ products, which are previously purchased by customers. So if the conditions gets matched, then Points/ Rewards will be given. {% hint style="info" %} Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed Conditions requires the PRO version. [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} **The available Purchase History based conditions are:** * First order * Last order * Last order amount * Number of orders made with the following products * Number of orders made * Number of quantities made with the following products * Total spent * Number of orders with order value or count **Example 1: First order** Scenario: Get 100 bonus Points if its customer's "**First Purchase**" (go to WPLoyalty -> Campaigns -> choose "**Reward Based on Spending**" campaign -> add additional condition as -> **First order** condition as shown like below)

**Example 2: Last order** Scenario: Get Free Shipping if the last order is placed within a week. **Step 1:** Creating a "**Free Shipping"** Reward as a Coupon (go to WPLoyalty -> Rewards -> choose Free Shipping)

**Step 2:** Create a "**Reward Based on Spending**" Campaign and select the Free Shipping Coupon/ Reward here. (go to WPLoyalty -> Campaign -> choose Reward based on Spending -> select the Free Shipping Reward -> add additional condition as -> **Last Order** condition as shown like below)

**Within Past:** While choosing "Within Past", last order placed within the current week will be taken into consideration. **Earlier than:** While choosing "Earlier than", last order placed before 7 days (before current week) will be taken into consideration. **Example 3: Last order amount** Scenario: 30% reward if the “last order value” is greater than $500 **Step 1:** Creating a 30% off Reward as a Coupon (go to WPLoyalty -> Rewards -> choose "**Percentage Reward**")

**Step 2:** Create a "**Reward Based on Spending**" Campaign and select the 30% off Coupon/ Reward here. (go to WPLoyalty -> Campaign -> choose Reward based on Spending -> select the 30% off Reward -> add additional condition as -> **Last order amount** as shown like below)

**Example 4: Number of orders made** Scenario: Place at least 5 orders this month & earn $20 reward **Step 1:** Creating $20 Reward as a Coupon (go to WPLoyalty -> Rewards -> choose "**Fixed Discount**")

**Step 2:** Create a "**Reward Based on Spending**" Campaign and select the $20 off Coupon/ Reward here. (go to WPLoyalty -> Campaign -> choose Reward based on Spending -> select the $20 off Reward -> add additional condition as -> **Number of orders made** condition as shown like below)

**Example 5:** **Number of orders Made following products** Scenario: Complete at least 3 orders with Hoodies within a week and get a Hoody as free. **Step 1:** Creating a Free Product Reward and choose Hoody as Free (go to WPLoyalty -> Rewards -> choose "**Free Product**")

**Step 2:** Create a "**Reward Based on Spending**" Campaign and select the Free Product Coupon/ Reward in Campaign section. (go to WPLoyalty -> Campaign -> choose Reward based on Spending -> select the Free Product Reward -> add additional condition as -> **Number of orders Made following products** condition as shown like below)

**Example 6: Number of quantities made with following products** Scenario: Order at least 10 quantities of Hoodies (in a single or multiple orders) during the current year and earn 500 bonus points. (go to WPLoyalty -> Campaigns -> choose "**Reward Based on Spending**" Campaign -> add additional condition as -> **Number of quantities made with following products** condition as shown like below)

**Example 7:** **Total spent** Scenario: Spend over $1000 “during the last 6 months” & get $100 reward only once per customer **Step 1:** Creating $100 Reward as a Coupon (go to WPLoyalty -> Rewards -> choose "**Fixed Discount**")

**Step 2:** Create a Reward Based on Spending Campaign and select the $100 off Coupon/ Reward here. (go to WPLoyalty -> Campaign -> choose "**Reward based on Spending**" -> select the $100 off Reward -> add additional conditions as -> **Total spent and Usage Limit as** -> **1** as shown like below)

We can set Usage Limit as -> 1, so that this $100 off will be given only once per customer in his lifetime. **Example 8: Number of orders with order value or count** Scenario: Earn 100 points by making at least 5 orders, each with a minimum value of $50, within 6 months. (go to WPLoyalty -> Campaigns -> choose "**Reward Based on Spending**" campaign -> add additional condition as -> **Number of orders with order value or count** condition as shown like below)

**Note:** * The above conditions are optional and condition get satisfies, then the customers will get Points/ Reward for their purchased products. * Purchase History condition will get validated only for logged in/ registered users. The above discussed conditions requires PRO. [Click here to purchase WPLoyalty PRO.](https://wployalty.net/pricing/) **Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Display Settings Learn about various front-end display options available with WPLoyalty. This article will help you customize the display of points messages on the product, cart, checkout, thank you and branding pages. {% hint style="info" %} Ensure WPLoyalty plugin is installed and activated. Note that some the settings are exclusive to the PRO version. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) {% endhint %} ### General settings: **Rounding mode for points earned:** It is about rounding a mode of points that you earned in a purchase. For ex: if you earned 55.30 points on your product. Round up would make these a whole point as 56. In round down it would make as 55. **Success order status:** An order status is an easy, visual indication to alert you to bookings that require action In that, you can set the order status for the purchased product. Orders have one or more of following statuses such as Pending payment, Processing, on hold, completed, cancelled, refunded, failed and draft. **Unsuccessful order status:** Based on the order status points/ reward will be canceled or removed. Here is the following unsuccessful order status: Pending payment, Processing, on hold, completed, cancelled, refunded, failed and draft. **Label for the "points" - plural:** It is about customizing the point message in plural. For example: Earn 20 **beans** for purchasing this product. So Instead of "points" you can use the word as "Beans". **Label for the "point" - singular:** You can customize the point message in singular. For example: Earn 20 **bean** for purchasing this product. So Instead of "point" you can use the word as "Bean". **Label for the "rewards" - plural:** It is about customizing the reward message in plural. For example: You have 240 Points earned choose your **credits**. So Instead of "rewards" you can use the word as "credits". **Label for the "reward" - singular** You can customize the reward message in singular. For example: You have 240 Points earned choose your **credit.** So Instead of "reward" you can use the word as "credit". You can add the prefix when generating a reward coupon. **For example:** WLR. **Prefix for referral code:** You can add the prefix when generating a unique referral code for the customer. **For example:** R **Create a customer record in WPLoyalty automatically for following actions:** You can add the customer to WPLoyalty instead of importing your existing customers. Example: When you selected "Sign in", then your existing customers will be automatically be added to WPLoyalty customer section. **Force "individual use only" for coupons when creating the rewards for the customers ?:** It is about preventing the customers from using other coupons in conjunction with the WPLoyalty reward coupons. **Create a coupon instantly when customers get an instant reward ?** It is about action, or reaction happens or is done without any delay. In this section If you set is as "yes" then you can issue the coupon immediately after a customer earns a coupon reward. If you have set is as "No" then coupon will get issued at the time of the customer redeeming the reward. **Show an option to return points after converting to a coupon ?:** Providing an option to return points after converting them to a coupon can be helpful for customers who accidentally redeemed points or made a mistake while redeeming them. This feature will allow them to return the coupon and get their points back. **Pagination Limit (default limit)** You can set the limit to change the default pagination. Example: 10

**Calculate earn points:** Earn points via Point for Purchase Campaign can be calculated either based on the amount before the discount or after the discount. You can choose the option "After discount" in WPLoyalty to calculate points based on the discounted amount. **Capture customer's birthday:** Choose the pages where you can capture the customer's birthday while having Birthday Campaign, in addition to the Customer's Reward page. For instance, you can choose to capture the birthday at the checkout page. **Allow customers to edit their birthday after entering it ?:** If you set this option to "Yes," customers will have the ability to edit their birthday date at any time. However, if you set it to "No," customers will not have the option to modify their birthday date once it's been entered. It's important to note that even if customers are allowed to edit or update their birthday date at any time, they will only receive Birthday Points/Rewards once a year. [Click Here to know more about Birthday Campaign. ](https://docs.wployalty.net/campaign-types/birthday-reward) **Tax calculation should be based on:** * Inherit from Woocommerce - this option will provide points based on the WooCommerce tax settings * Including Tax - this setting will offer points inclusive of tax * Excluding Tax - this setting will offer points exclusive of tax **Allow earning when loyalty coupon used in cart/checkout ?:** By selecting 'Yes' for this setting, customers can accumulate points even when WPLoyalty coupons are applied during cart or checkout processes. If set to 'No', points will not be awarded when WPLoyalty coupons are used at cart or checkout." ### Display Messages: **Products:** It is important to choose where to show the earned points message on the product page.

**Earn points product page message display position available:** * Before Product Price * After Product Price * Before Add to Cart * After Add to Cart * Before Product Title * After Product Title. By selecting the above display position the earned point message will get display on product page. Example: **Before Product Price** ![](/files/oROg1NZh7WwGxpJBrEne) **Cart:** #### Earn Message**:** You can display the earn points in the cart page by enabling the cart page earn message in the settings tab.

**Display position of earn points cart page message:** * Before Cart items \[Normal Cart] * After Cart items \[Normal Cart] * Below Order Summary \[Cart Block] * Below Shipping \[Cart Block] * Below Cupon \[Cart Block] **Before Cart items:**

**After Cart items:**

#### Redeem Message: You can display the earn points in the cart page by enabling the cart page redeem message in the settings tab.

**Display Position Of Redeem Points Cart Page Message:** * Before Cart items \[Normal Cart] * After Cart items \[Normal Cart] * Below Order Summary \[Cart Block] * Below Shipping \[Cart Block] * Below Cupon \[Cart Block] **Before Cart items:**

**After Cart items:**

**Check out:** By enabling Earn & Redeem message in the settings tab, you can display the earn points & redeem points message in the checkout page.

**Thank You Page:** By enabling Thank you page message in the settings tab, you can display the Thank you page message in the different position.

**Display position of Thank you message:** * Top of the thank you message * After order details **Top of the thank you message:** ![](/files/nFUOl4Zjj0aw0CijzLYd) **After order details:** ![](/files/pMr6U57DKLlaM2biJNlT) **Branding:** Branding is the process of developing a strong, positive perception of a company. Effective branding helps companies differentiate themselves from their competitors and build a loyal customer base. **Earn message & Redeem message:** The branding tab offers customization options for the earn message and redeem message.

The customized message will get display on cart and checkout page. **Cart page:**

**Checkout page:**

**Thank you page:** The thank you page will display the redeem points message when the order has been placed. ![](/files/r1PQNmRMczwuE9D19NyR) Do more with PRO. [Get WPLoyalty PRO. ](https://wployalty.net/pricing/) Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Customizing Emails for Points & Rewards Earned / Expiry Learn how to customize the email for points/ rewards earned. {% embed url="" %} There are four email templates with the Loyalty Points plugin:
* Points earned -> email will be sent to the customer when points are earned through his purchase. * Reward earned ->The reward earned email will be sent each time a customer earns a reward. * Reward Expiry Notification -> An email will be sent to the customer when rewards are about to get expired. * Point Expiry Notification -> An email will be sent to the customer when Points are about to get expired. * Birthday Email Notification -> An email will be sent to the customer on the customer's birthday. * Level Achievement Notification -> email will be sent to customers when they reach a specific level/ when they move up a level ### Method 1: Spark Email Editor The [Spark Email Editor](https://sparkeditor.com/) from Flycart provides compatibility with the WPLoyalty. It comes with a drag and drop email editor. So you can easily customize the emails sent by WPLoyalty to fit your branding requirements. Click the link below to get the Spark Email Editor plugin {% embed url="" %} **Example of how the default WPLoyalty Reward Earned email will look like:**

### Method 2: Default WooCommerce Email Editor If you prefer to change the email template design you will have to create an override for the email template in your theme when you try to customize the email template. Below are the paths for each template to create an override: There is a simple method to override the file in just a single click. Here are a few steps to customize the mail: **STEP 1:** Go to Woocommerce -> Settings -> Emails -> Click on Loyalty template. You will be taken to the default WooCommerce Email editor, which is a file-based editor **STEP 2:** Click on the copy file to template, which will automatically create an override on your template folder:

**STEP 3:** Click **"View template".**

**STEP 4:** By clicking "view template", you can customize your email templates.

Once the files are overridden to your theme folder, you can then edit the overridden file and make your changes. After making changes, By clicking "save changes" you can save the file. **Additional settings for emails:** To allow customers to decide if they want to receive WPLoyalty emails, we have a setting called "**Show email opt-in section -> Visible/Hidden**." You can find this setting in the WordPress backend by going to WPLoyalty -> Settings -> Customer Reward page, enable or disable the toggle, and save the changes.

When this setting is enabled, customers will see a checkbox/option on the Customer Reward page. If the customer checks the "**Opt-in for receiving points & rewards emails**" box in the Notification Preferences section, they will receive the email. If they do not check the box, they will not receive the email. This way, customers can decide whether or not to receive WPLoyalty emails, giving them more control over their preferences.

Additionally, as an admin or store owner, you can choose to enable or disable emails for customers from the WPLoyalty -> Customers tab. You can enable/ disable the toggle "Email Opt-in"

**Video:** {% embed url="" %} Still unclear ?\ Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # Email Shortcodes Shortcodes are special tags you can add to your email templates to show customer-specific loyalty program details automatically. ## Introduction: Email shortcodes are special placeholders that WPLoyalty replaces with real customer and loyalty program data when sending emails. By using these shortcodes, you can automatically display information such as the customer’s points balance, campaign details, earned rewards, and expiry dates — without manually updating each email. {% hint style="info" %} Make sure you have already installed and activated the WPLoyalty plugin. Please note that some of the features explained in this doc are available only in the PRO version. Do More with the PRO Version [Get WPLoyalty PRO](https://wployalty.net/pricing/) {% endhint %} ### List of Emails WPLoyalty shortcodes can be used in the following email types. Each email type supports its own set of shortcodes, allowing you to display the most relevant customer and loyalty program details: * Points Earned Email * Reward Earned Email * Reward Expiry Notification * Point Expiry Notification * Birthday Email Notification * Level Achievement Notification ### Points Earned Email **Triggered when:** A customer earns points for completing an action (e.g., placing an order, completing a campaign action). | Shortcode | Description | | --------------------------------- | -------------------------------------- | | `{wlr_referral_url}` | Display referral URL | | `{wlr_user_point}` | Display current customer point balance | | `{wlr_total_earned_point}` | Display total earned points | | `{wlr_used_point}` | Display used points | | `{wlr_user_name}` | Display customer name | | `{wlr_customer_reward_page_link}` | Link to the customer’s rewards page | | `{wlr_store_name}` | Display site/store name | | `{wlr_campaign_name}` | Display campaign name | | `{wlr_action_name}` | Display campaign type/action | | `{wlr_earn_point}` | Display points earned in this event | | `{wlr_order_id}` | Display order ID | ### Reward Earned Email **Triggered when:** A customer earns a reward such as a coupon or benefit. | Shortcode | Description | | --------------------------------- | -------------------------------------- | | `{wlr_referral_url}` | Display referral URL | | `{wlr_user_point}` | Display current customer point balance | | `{wlr_total_earned_point}` | Display total earned points | | `{wlr_used_point}` | Display used points | | `{wlr_user_name}` | Display customer name | | `{wlr_customer_reward_page_link}` | Link to the customer’s rewards page | | `{wlr_store_name}` | Display site/store name | | `{wlr_campaign_name}` | Display campaign name | | `{wlr_action_name}` | Display campaign type/action | | `{wlr_earn_reward}` | Display earned reward | | `{wlr_order_id}` | Display order ID | ### Reward Expiry Notification **Triggered when:** A customer’s reward is about to expire. | Shortcode | Description | | --------------------------------- | -------------------------------------- | | `{wlr_referral_url}` | Display referral URL | | `{wlr_user_point}` | Display current customer point balance | | `{wlr_total_earned_point}` | Display total earned points | | `{wlr_used_point}` | Display used points | | `{wlr_user_name}` | Display customer name | | `{wlr_customer_reward_page_link}` | Link to the customer’s rewards page | | `{wlr_store_name}` | Display site/store name | | `{wlr_reward_name}` | Display expiring reward name | | `{wlr_expiry_redeem_url}` | Display redeem URL for expiring reward | | `{wlr_expiry_date}` | Display reward expiry date | ### Point Expiry Notification **Triggered when:** A customer’s points are about to expire. | Shortcode | Description | | --------------------------------- | -------------------------------------- | | `{wlr_referral_url}` | Display referral URL | | `{wlr_user_point}` | Display current customer point balance | | `{wlr_total_earned_point}` | Display total earned points | | `{wlr_used_point}` | Display used points | | `{wlr_user_name}` | Display customer name | | `{wlr_customer_reward_page_link}` | Link to the customer’s rewards page | | `{wlr_store_name}` | Display site/store name | | `{wlr_expiry_date}` | Display points expiry date | | `{wlr_expiry_points}` | Display expiring points amount | | `{wlr_points_label}` | Display point label | | `{wlr_shop_url}` | Display shop URL | ### Birthday Email Notification **Triggered when:** Sending birthday wishes to a customer along with birthday points or a reward. | Shortcode | Description | | --------------------------------- | ------------------------------------------------------------ | | `{wlr_referral_url}` | Display referral URL | | `{wlr_user_point}` | Display current customer point balance | | `{wlr_total_earned_point}` | Display total earned points | | `{wlr_used_point}` | Display used points | | `{wlr_user_name}` | Display customer name | | `{wlr_customer_reward_page_link}` | Link to the customer’s rewards page | | `{wlr_store_name}` | Display site/store name | | `{wlr_campaign_name}` | Display campaign name | | `{wlr_earn_point}` | Display earned points | | `{wlr_earn_reward}` | Display earned reward | | `{wlr_earn_point_or_reward}` | Display earned points with label or earned reward with label | | `{wlr_shop_url}` | Display shop URL | ### Level Achievement Notification **Triggered when:** A customer achieves a new loyalty level. | Shortcode | Description | | --------------------------------- | -------------------------------------- | | `{wlr_referral_url}` | Display referral URL | | `{wlr_user_point}` | Display current customer point balance | | `{wlr_total_earned_point}` | Display total earned points | | `{wlr_used_point}` | Display used points | | `{wlr_user_name}` | Display customer name | | `{wlr_customer_reward_page_link}` | Link to the customer’s rewards page | | `{wlr_store_name}` | Display site/store name | | `{wlr_level_name}` | Display achieved level name | Some of this will require WPLoyalty PRO [Get WPLoyalty PRO](https://wployalty.net/pricing/) **Still unclear?** Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :) # REST API with WPLoyalty PRO Plugin Learn how to use REST API to add or reduce points using the WPLoyalty PRO plugin. The WPLoyalty REST API enables users to perform two actions: * add points * reduce points. This document provides a guide on how to use the REST API to perform these actions using the [WPLoyalty PRO](https://wployalty.net/) plugin. \ Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that this feature requires the PRO version. [Click here to purchase WPLoyalty PRO.](https://wployalty.net/) \ Let’s get started, **Step 1: Creating REST API credentials** * Go to WordPress backend -> Woocommerce -> Settings -> Advanced. * Under REST API, click on the "add key" button.

**Step 2: Generating API key:** * Give a description and set the permission as Read/Write which can be set as Read/Write according to your specific needs. * Click on "Generate API key" to proceed.

**Step 3: Getting REST API credentials** Now, you will get an consumer key and consumer secret from woocommerce.

**Note:** Make sure to save a copy of your new keys locally because the secret key will no longer be visible once you navigate away from this page. **To Add Points:** POST `/wp-json/wc/v3/wployalty/customers/points/add` To authenticate the API: Woocommerce provides supported authentication. Parameters/ attributes: | Field | Required | Field Type | Description | | ----------- | -------- | ---------- | --------------------------- | | user\_email | yes | email | WPLoyalty customer email ID | | points | yes | int | amount of points to add | \ Note: If the email ID is not present in the WPLoyalty Customer list, a new customer record will be created in the WPLoyalty Customer Dashboard while adding points. Please note that authentication is handled by Woocommerce, and WPLoyalty supports the actions to add/ reduce points. \ \ **To Reduce Points:** POST `/wp-json/wc/v3/wployalty/customers/points/reduce` To authenticate the API: Woocommerce provides supported authentication. **Parameters/ attributes:** | Field | Required | Field Type | Description | | ----------- | -------- | ---------- | --------------------------- | | user\_email | yes | email | WPLoyalty customer email ID | | points | yes | int | amount of points to reduce | **Error code for both add/ reduce points:** | Error code | Response Error Code | Message | | -------------------- | ------------------- | ------------------------------------------------------ | | rest\_invalid\_param | 400 | Invalid parameter(s) : user\_email, points | | rest\_no\_route | 404 | No route was found matching the URL and request method | This above discussed feature is only available in the WPLoyalty PRO version. To access it, click on the [Click here to purchase WPLoyalty PRO.](https://wployalty.net/) **Next Steps:** Learn more about WPLoyalty and related guides: * [Click here to learn more about WPLoyalty Customer tab and import option](https://docs.wployalty.net/customers-levels-and-vip/importing-customers-and-points) * [Learn about how to provide Points while purchasing](https://docs.wployalty.net/campaign-types/points-for-purchase) * [Learn how to convert earned Points to a Reward/ Discount ](https://docs.wployalty.net/reward-types/points-conversion) * [Available types of Campings in WPLoyalty ](https://docs.wployalty.net/campaigns/campaign-types) * [Checkout our cool Launcher Widget ](https://docs.wployalty.net/add-ons/wployalty-launcher) **Still unclear ?** Please submit a [support request.](https://wployalty.net/support/) We are always happy to assist you :)