If you want to bring customers back to your store and get them shopping more often, Advanced Loyalty Program rewards them with points they can redeem for store credit.
Keeping your current customers is just as important as finding new ones. The more they shop, the more rewards they earn, and the more revenue they bring you.
Here’s what this guide covers:
- Earning options: how customers earn points from orders and other actions.
- Redeem points: how customers turn their points into store credit.
- Points messaging: how customers see the points they can earn for each product and for their order.
- Dashboard & reports: where to see how your loyalty program is performing.
- Manage customers: how to check one customer’s points activity and add or remove points.
Requirements
- Advanced Coupons for WooCommerce (the free plugin) installed and activated.
- The Advanced Coupons Store Credit module active, because points are redeemed as store credit. If the module is not active, the plugin shows a notice asking you to enable it and does not run until you do.
Earning options
Customers must be logged in to earn points. Guest users can’t earn points, because the system needs a user ID.
We recommend letting customers create an account at checkout. That way, they still earn points for that order.
Creating an account can feel like a big step for some customers. To make it worth their while, turn on Registering as a user/customer under Actions that earn points to give them points as a welcome gift.
To choose which user roles can’t earn points, use Disallow points accumulations for roles on the Restrictions tab.
Product purchase
Customers earn points for the money they spend on an order.
By default, points are based on the products in the order, minus discounts, plus tax, multiplied by the Price to points earned ratio (global) setting under Coupons → Loyalty Program → Settings → General.
You can change what counts with the Points calculation options setting under Coupons → Loyalty Program → Settings → Points Earning.
Choosing what counts toward points
Points calculation options has four tick boxes. Discounts and Tax are ticked by default. Shipping and Fees are not.
- Discounts: take discounts off the order amount before points are worked out.
- Tax: add the tax amount.
- Shipping: add the shipping cost.
- Fees: add any order fees.
Tick or untick a box to change what counts. For example, if you want customers to earn points on postage too, tick Shipping.
Tax on shipping and fees follows the same boxes. With Shipping unticked, the tax charged on shipping is left out as well. The same applies to Fees.
By default, points are awarded when the order is Processing or Completed. To change this, edit the Order status(es) for when to award loyalty points setting under Coupons → Loyalty Program → Settings → Points Earning.
Capping points earned per order
Under Coupons → Loyalty Program → Settings → Points Earning, the Point Amounts section lets you cap how many points a single order can earn from purchasing products, however high the ratio and the calculation options above would take it. Two optional fields sit under the Purchasing products toggle:
- Maximum points allowed to be earned for purchasing products: caps the points at a flat number. For example, setting this to 50 means no single order can earn more than 50 points from purchasing products.
- Maximum percentage of points allowed to be earned for purchasing products: caps the points at a percentage of the order total instead, from 1 to 100. For example, setting this to 10 means an order totalling $200 can earn at most 20 points, no matter what the points earning ratio is.
Both fields are optional. Leave either one empty to apply no limit from it. Set both together and the lower of the two ceilings applies to that order.
The percentage always uses the full order total the customer pays, including tax and shipping. The Points calculation options tick boxes do not change this total.
There are other actions your customers can take to earn points:
- 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
To set these up, see How to set up bonus loyalty point earning rules in Advanced Loyalty Program.
Redeem points
Customers can manage their own points and redeem them into store credit at a time that suits them.
Customers can also spend their points on product or coupon rewards that you choose. To learn how rewards work, see How the Loyalty Program works.
You can also turn points into store credit automatically once a balance reaches a set amount. See How to automatically redeem loyalty points as store credit. If you also offer rewards, read the auto-redeem note in How the Loyalty Program works before you turn this on.
You can also set expiry periods so points don’t last forever. This gives customers a reason to shop again and use their points before they expire. See How to set up loyalty point expiration.
Points redemption form
Customers redeem points at My Account → My Points → Points Balance.
The redemption form updates without reloading the page.
After a successful redemption, the points become store credit. Customers can see their redemption logs on the Points History tab and their credit balance on the Store Credits page in My Account.
Minimum points allowed for redemption
The Minimum points allowed for redemption setting on the Redemption & Expiry tab sets the lowest number of points a customer can redeem at once. If they enter fewer points, the redeem button is disabled.
Points messaging
The plugin can show customers how many points they can potentially earn: for each product on the single product page, and for the whole order on the cart and checkout pages. You can edit or turn off these messages on the Messages tab. See How to display loyalty points earning previews on cart and checkout.
Customers can also redeem their points on the checkout page.
Dashboard & reports
The Dashboard tab under Coupons → Loyalty Program shows how your loyalty program is performing.
It includes Points Status, Points Sources, Top Earning Customers, and Points History. See How to view loyalty program reports.
Manage customers
On the Customers tab, search for a customer to see the points they earned and which actions earned them. You can also add or remove points for that customer. See How to manually adjust Loyalty Program points.
What’s next
- How the Loyalty Program works
- How to set up bonus loyalty point earning rules in Advanced Loyalty Program
- How to set up loyalty point expiration
- How to set up referral rewards in Loyalty Program
- How to view loyalty program reports
Need help?
If you have a question or run into any issues, we’re here to help.
- Premium users: Open a support ticket
- Free users: Visit our community forum
