How To Setup A Loyalty Program (Feature Overview)

A loyalty program is a great way to increase your Customer Lifetime Value (CLV) and the number of repeat purchases from your customers.

Adding a loyalty program to your store is easy with Advanced Coupons for WooCommerce.

How To Enable The Loyalty Program Feature

Every feature in Advanced Coupons is able to be turned on/off so you only expose the features that you need. The loyalty program feature is off by default so you will need to enable it.

You can turn on the Loyalty Program feature under WooCommerce->Settings, Advanced Coupons tab, then click Modules in the sub-menu. This will enable your loyalty program.

Loyalty Program Display To Customers

The loyalty program adds a number of touch points for customers that you should be aware of.

In the cart

When a customer visits the Cart page on your store, a summary of the potential points to earn for an order is displayed. See the Points to earn message in cart setting below for how to control this message.

Loyalty Program Message In The WooCommerce Cart

At the checkout

When a customer visits the Checkout page on your store, a summary of the point that will be earned for the order is displayed. See the Points to earn message in checkout setting below for how to control this message.

Loyalty Program Message In The WooCommerce Checkout

Product pages

When a customer visits a product page, the number of points that can be potentially earned if they were to purchase the product is shown. See the Points to earn message in single product page setting below for how to control this message.

Loyalty Program Message On A WooCommerce Single Product Page

In the My Account area

A new section is added to the My Account area on your site called My Points.

This section shows the number of points earned by the customer, the redemption form and any redeemed coupons.

Loyalty Program My Points Form

Settings

You can find the settings for your loyalty program under WooCommerce->Settings, Advanced Coupons tab, then click on the Loyalty Program sub-menu.

If you don’t see the Loyalty Program sub-menu, it’s likely because the Module is disabled, if so, go to the Modules sub-menu and enable it first.

  • Price to points earned ratio – Define the ratio of points earned for each $ spent. Example: Setting a ratio of 1 means 1 point is earned for every $ spent. Setting a ratio 5 means 5 points are earned for every $ spent.
  • Points to price redeemed ratio – Define the worth of each point. Example: Setting a points to price redeemed ratio of 1 means 1 point is worth $1.00. Setting a ratio of 10 means 10 points is worth $1.00.
  • Points name – By default, points are called “Points” throughout the store. You can override the name of your points using this setting.
  • Disallow points accumulations for roles – Choose which roles should NOT accumulate points for purchases. If users with those roles make a purchase, they will not accumulate points, nor will they see the points section on their My Account or Checkout pages.
  • Minimum threshold to earn points – Set a minimum spend for a customer to be eligible to accumulate points for an order. Once an order is eligible, the customer will receive points for the entire subtotal.
  • Minimum points allowed for redemption – Set the minimum number of points allowed to be redeemed as a discount a coupon.
  • Points to earn message in cart – Shows a message on the cart page indicating how many points the current order will earn. Use {points} placeholder in your message for displaying the points amount. Leave blank to disable.
  • Points to earn message in checkout – Shows a message on the checkout page indicating how many points the current order will earn. Use {points} placeholder in your message for displaying the points amount. Leave blank to disable.
  • Points to earn message in single product page – Shows a message on the single product page indicating how many points this particular product will earn. Use the {points} placeholder in your message for displaying the points amount. Leave blank to disable.

Earning Points

A customer must have an account to earn points. Guest users cannot earn points as the system requires a user ID for it to work.

Before points are earned, the system will check the customer role is not disallowed in the Disallow points accumulations for roles setting.

If the customer creates an account during the process of making their order, points will be earned for that order.

Product purchase

When a customer purchases, they will earn points for the amount of money spent in the order.

This is based on the order subtotal multiplied by the value set on the Price to points earned ratio setting.

Points can only be earned by the customer when the order status has been changed to either processing or completed which indicates that the order has been paid for.

The Product purchase earning type cannot be disabled as it’s the primary way for customers to earn points in your loyalty program.

Future point earning options planned (to be released)

We are planning to add many more ways for customers to optionally earn points (which you can enable/disable). Here are some of the upcoming features:

  • Earn extra points on first order/account signup
  • Earn bonus points for higher spend
  • Earn points for leaving a review
  • Earn points for leaving a blog comment
  • Earn extra points during a given promotional period

Redeeming Points

Customers can self-manage their points and redeem them at a time that suits them.

Points can be redeemed on the custom interface added as a tab/sub-page in the My Account section of your site.

Loyalty Program My Points Form

This is currently the only place where your customer can redeem points.

Points are redeemed for coupons

Loyalty program points are redeemed for once-off usage coupons.

When a customer requests to redeem their points for a coupon is created within the system that is restricted to that customer only and valid for 1 usage only.

Points redeem form

Points can be redeemed by visiting the My Points page which is a sub-page of the My Account page.

Loyalty Program Redeeming Points

The redeem form is AJAX driven and doesn’t require a page refresh.

When the points have been redeemed successfully a coupon will be added to the coupons table.

Loyalty Program Redeemed Coupons

Minimum points allowed for redemption

The Minimum points allowed for redemption setting dictates the minimum number of points that can be redeemed at a time.

If the points entered is less than the set minimum, the redeem button is disabled.

Loyalty Program Redeeming Points Threshold

Redeemed coupon usage

A redeemed coupon can only be used once, this is enforced via WooCommerce’s Usage limit per coupon setting on the coupon.

The coupon can only be used by the customer who redeemed it, this is enforced internally by Advanced Coupons as part of your loyalty program.

in Loyalty Program