WooCommerce Loyalty Program [Tutorial]

This post will take you through how to set up a loyalty program on your WooCommerce store.

We’re going to cover a few things:

  1. The points value settings to set up at the outset of your loyalty program
  2. How to configure the messages shown on the single product, cart and checkout pages
  3. The earning actions your customers can do that will earn them points

If you prefer, you can watch this tutorial here:

The Loyalty Program Feature In Advanced Coupons

We’ll be using Advanced Coupons for this tutorial which is a paid WooCommerce coupon feature extender plugin.

You can read more about the features of it here. Today’s tutorial will focus just on the Loyalty Program feature but it does do a LOT more than just that.

After installing the plugin for the first time you need to first enable the Loyalty Program feature as it’s not enabled out of the box. This can be done on the Modules settings page where you can toggle features of the plugin on/off.

WooCommerce->Settings->Advanced Coupons, then click on Modules in the submenu and enable the Loyalty Program feature.

Determining The “Value” Of A Point In Your Loyalty Program

Next, you need to determine two important settings which will set what the “value” of a point is in your loyalty program on your WooCommerce store.

When you think about it, a loyalty program is like the promise of a discount on a future order. It’s not a real currency. What they’re buying into is the intangible value of a future discount.

Price to points earned ratio

The first setting is the price to points earned ratio which, said differently, basically means how many points your customer earns per unit of currency (eg. how many points $1 gets them).

You want to configure this so that it looks impressive.

For example, if the price to points earned ratio is set to 1, that means they’d get 1 point for every $1 spent (or 1 euro or 1 pound or whatever your currency is).

If you set it to 10, that means they’d get 10 points for every $1 spent.

The latter, to the customer, may look more impressive which in turn has flow-on effects for their “perceived value” of a point. It’s more tempting to earn 1000 points for their $100 order than it is to earn 100 points for their $100 order.

Points to price redeemed ratio

Second is the points to price redeemed ratio which basically tells the system what the “worth” of a point is.

In this setting, you’re telling the system how many points do they need to exchange in order to get 1 unit of currency.

In my screenshot above I’ve put 200 meaning to get a $1 discount, I need to give up 200 points.

Yes. There’s some math involved. But the short term pain of figuring this out is worth it to have a well-configured loyalty program.

Math Alert

Here’s how you work out the future discount based on the program:

Future discount (as %) = ( ( ( 1 / points to price redeemed ratio ) * price to points earned ratio ) * 100 )

Points Naming And Disallowing Roles

The next two settings let you determine the name of your points in your points program. This is for display purposes so that the points can be called something familiar for your customers.

Name them whatever you want, “Baby Rewards”, “Bone-us Doggie Points”, use your imagination!

The other setting here is to disallow certain user roles from participating in the loyalty program.

If you add a role here and the user logs in, they will not see anything in their My Accounts area or any of the messages throughout the site. It will be impossible for them to accumulate points.

Set The Thresholds

We need to talk about thresholds next.

There’s two settings for setting thresholds in your loyalty program.

Minimum threshold to earn points

The first threshold is to set at what subtotal the customer will be allowed to accumulate points for that order.

If they make an order with a subtotal over the threshold, it will grant points for the whole subtotal of the order.

It’s important to allow the granting of points for the whole subtotal because this threshold acts as a barrier or obstacle to get over in order to receive points for the order.

It gives incentive to the customer to increase their order to at least the minimum.

I suggest you calculate what your average order value is and put the threshold just on or over that value.

Minimum points allowed for redemption

The second threshold is all about the minimum points they need to be able to redeem a coupon.

In your loyalty program, points are exchanged for coupons which they can use toward another order.

This threshold ensures they can’t use those points at just any time. They need to have accumulated enough points as a minimum before they can redeem one of those coupons.

It’s up to the customer how many points they redeem at once, but they just have to make sure they redeem more than the minimum amount set here.

Editing The Messages Shown Throughout Your Store

There are three main places that messages about points are shown to customers.

  1. The cart page
  2. The checkout page
  3. The single product page

You can control the message that is shown here easily and there is a template tag called {points} which gets substituted for the actual points value on display.

Earning Actions

Lastly, you can also control the earning actions and even give bonus points for non-purchase event activities such as when a customer registers for an account or when a customer makes their first order.

We’ll be adding more non-purchase earning actions here over time!

My Points Area

As a customer, when you view your My Account area there will be a new page called My Points.

This shows the customer their points balance, a list of any coupons they’ve already redeemed, and a form which lets them redeem points for coupons.

It also gives them vital information about the program such as how much 1 point is worth and what the minimum is for redemption.

The customer can apply any coupons they’ve redeemed to their current cart from this page by hitting the apply button.

The good thing about using coupons as the reward in your loyalty program is that they don’t count towards the subtotal and therefore you can’t earn rewards on top of rewards.

Get Started

To start a loyalty program for your store you’ll need the Advanced Coupons plugin.

There are lots of other reasons to get Advanced Coupons for your store as it adds a lot of other interesting functionality such as BOGO coupons, auto apply and even adding products when a coupon is applied. But loyalty programs is definitely one of the more interesting features in Advanced Coupons that will do wonders for your store’s growth.

Click here to see a full rundown of the features in Advanced Coupons as well as pricing.

Leave a Reply

Your email address will not be published. Required fields are marked *