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.
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
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 - when customers place an order
Sign up - when customers create an account or register
Review - when customers write a review
Referral - when customers refer their friends
Social Sharing - when customers share your product in social media like Facebook, Instagram
Birthday - when customers enter their date of birth or on their birthday.
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 - 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 - 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.
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 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.
Reward visibility on “Reward Opportunities” section - Using this setting you can show/ hide this Reward info from customers on Customers Reward page from Reward Opportunities section.
Save and proceed to create a reward.
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.
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
Cart Page
Checkout Page
Click here to know more about 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
Video:
Still unclear ? Please submit a support request. We are always happy to assist you :)
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