Points and Rewards

“Points and Rewards” Documentation by “WPWeb”

Introduction

Easy Digital Download Points and Rewards extension allows you to reward your customers for purchases and other actions with points which can be redeemed for discounts. Easily set how many points customers will earn for each dollar spent and set how many points can be redeemed for a specific discount amount. Points can be set at the product or global level, and you can also control the maximum discount available when redeeming points.

Features:

  • Easily define how many points are earned for purchases, and the value of points for discounts.
  • Control the maximum discount that can be earned using points at the cart, category, or product level.
  • Award customers points for actions like signing up.
  • Apply points earned to all previous orders so customers can start redeeming points for discounts immediately.
  • Quickly adjust the points balance for a customer.
  • View a log of all points changes made for customers.
  • A clean & user friendly admin UI to manage everything.

Installing the Plugin

  1. The installation of the plugin is just like any other plugin installation for WordPress. Login to your WordPress site and go to Plugins > Add New.
  2. At the Install Plugins Page click on Upload from the top navigation and then click on browse.
  3. Go to the location on your computer where you saved the downloaded plugin zip file and upload this zipped file. You need to unzip the file first to get the plugin zip file.
  4. Now click on Install Now.
  5. Wait until WordPress has uploaded the file. If it's done click on Activate Plugin.
  6. Now you should see a message 'Plugin activated' at the top of the window.

After installing the extension, a points and rewards section will be added to the Easy Digital Download Extensions tab.

Plugin Settings

The Plugin Settings

Points Settings

Earn Points Conversion Rate
Set the number of points awarded based on the product price. For example, if you want customers to earn 1 point for every $1 spent, enter 1 and 1. This can be modified at the category level or on a per-product level.

Redeem Points Conversion Rate
Set the value of points redeemed for a discount. This will determine the value of the points that customers earn that can be redeemed for a discount. For example, if you want customers to earn a $1 discount for every 100 points, enter 100 and 1.

Buy Points Conversion Rate
Set the value of points to buy. This will determine the value of the points that customers will buy that can be used for a discount in future. For example, if you want customers to buy a 100 points for every $1, enter 100 and 1.

Selling Points Conversion Rate
Set the number of points awarded based on the product price to seller for selling porducts. For example, if you want sellers to earn 1 point for every $1 sell, enter 1 and 1.

Maximum Cart Discount
Set the maximum discount allowed for the cart when redeeming points. Leave blank to disable.

Maximum Per-Product Points Discount
Set the maximum per-product discount allowed for the cart when redeeming points. Leave blank to disable.

Points Label
This is the text used to refer to points on the frontend, in both the singular/plural. You can use this to create your own points "branding", ie this might be "EddPoints".

Product / Cart / Checkout Messages

Adjust the message by using {points} and {points_label} to represent the points earned / available for redemption and the label set for points.

Single Product Page Message
Add an optional message to the single product page below the price. Customize the message using {points} and {points_label}. Limited HTML is allowed. Leave blank to disable. Defaults to "Purchase this product now and earn <strong>{points}</strong> {points_label}!" which might look like "Purchase this product now and earn 100 points!".

Earn Points Cart/Checkout Page Message
Displayed on the cart and checkout page when points are earned. Customize the message using {points} and {points_label}. Limited HTML is allowed. This defaults to "Complete your order and earn <strong>{points}</strong> {points_label} for a discount on a future purchase" which might render as "Complete your order and earn 100 points for a discount on a future purchase".

Redeem Points Cart/Checkout Page Message
Displayed on the cart and checkout page when points are available for redemption. Customize the message using {points}, {points_value}, and {points_label}. Limited HTML is allowed. This defaults to "Use <strong>{points}</strong> {points_label} for a <strong>{points_value}</strong> discount on this order!" and might be displayed as "Use {Points} {points_label} for a {points_value} discount on this order!".

Guest User Cart/Chekout Page Message
Displayed on the cart and checkout page for guest users to indicate to create an account for earn the points. Customize the message using {points}, {points_label} and {signup_points}. Limited HTML is allowed. Leave blank to disable.

Guest User Cart/Chekout Page Buy Message
Displayed on the cart and checkout page for guest users to indicate to create an account for buying the points download. Customize the message using {points} and {points_label}. Limited HTML is allowed. Leave blank to disable.

Guest User Points History Message
Displayed points history message for guest users to indicate to login into an account to view points of their account. Customize the message using {points_label}. Limited HTML is allowed. Leave blank to disable.

Points Earned For Actions

Customers can also earn points for actions like creating an account. You can enter the amount of points the customer will earn for each action in this section

Points earned for account signup
Enter the amount of points earned when a customer signs up for a new account.

Actions

Apply Points to Previous Orders
This will apply points to all previous orders that have not already had points assigned and cannot be reversed. This is most useful when first installing the plugin. Be absolutely certain that you want to apply points to past orders before using this!
Note: this action can take time on a site with a large number of existing orders, so allow it to complete. If the action should time out due to server settings, simply refresh the settings page and re-run the action to continue awarding points for un-awarded orders.

Points earned for recurring payment
Check this box if you wanted to allow users to earn points when recurring payment done.
Note : This option will only be displayed if you have "Easy Digital Downloads - Recurring Payments" plugin activated.

Edit Category

Product Category Setup

Edit Category

Two new settings are added to the product category configuration, found by going to Downloads > Categories: Add New Category, or Downloads > Categories > Your Category for existing categories.

Points Earned
Allows you to modify the global Earn Points Conversion Ratio setting by entering fixed number of points earned for the purchase of any product that belongs to this category. This setting modifies the global Points Conversion Rate, but can be overridden by a product. Use 0 to assign no earn points for products belonging to this category, and empty to use the global setting. If a product belongs to multiple categories which define different point levels, the highest available point count will be used when awarding points for purchase.

Maximum Points Discount
Allows you to limit the points discount that can be applied towards products belonging to this category. Set a fixed maximum discount dollar amount. For example, if you want to restrict the discount on this category to a maximum of $5, enter 5. This setting overrides the global default, but can be overridden by a product. Use 0 to disable point discounts for this category, and blank to use the global setting. If a product belongs to multiple categories which define different point discounts, the lowest point count will be used when allowing points discount for purchase.

Category List

Product Setup

Metabox

Points Earned
Allows you to modify the global Earn Points Conversion Ratio setting or override the category Points Earned setting by entering fixed number of points earned purchase of this product. This setting modifies the global Points Conversion Rate and overrides the category setting. Use 0 to assign no points for this product, and empty to use the global/category settings.

Maximum Points Discount
Allows you to limit the points discount that can be applied towards this product. Set a fixed maximum discount dollar amount. For example, if you want to restrict the discount on this product to a maximum of $5, enter 5. This setting overrides the global and category settings. Use 0 to disable point discounts for this product, and blank to use the global / category defaults.


Managing Customer Points

Customer points can be adjusted by the admin by going to Users > Points > Adjust.

User Points List

you can edit your users points directly from the users list in your admin area.

Simply hover your mouse over the user and click on "Adjust" in the Points column.To use the inline editor, simply hover your mouse over the user and in the "Points" column select "Adjust". You can make changes with or without a log entry.

Edit User Points balance


Viewing Point Log

A record of every point change (increase or decrease) is kept and available for viewing from Downloads > Points Log.

Points log

As shown above, for every point change event: the particular customer, the change in points, a description of the event, and a date for the event are displayed. The points log can be filtered by customers, event type and ordered by the change in points or event date, making it easy for you to determine exactly how points are being earned and redeemed in your store.


Frontend Behavior

This plugin modifies the frontend in 2 places: the product page and checkout page.

Product Page

On the product page the single product page message is displayed, showing the points that can be earned for purchasing a product.

Product

Cart and Checkout

From the cart and checkout pages, messages will be displayed indicating a number of points that can be earned, and encouraging the customer to apply their points to the current order.

Checkout

After applying points for getting discount via redeemed points, the discount will be shown as below.

Checkout Applied Discount

As shown above, total redeemable points will be divided between all cart products and point discount will be shown individually for each product.

Show Customers Their Credit Balance

A customer's credit balance can be viewed by the customer in two difference ways:

1. With the [edd_points_history] short code. When placed on a page and the user is logged in, a table like the one below will be displayed:

Points History

2. From the user's WordPress profile page. Hovering over your username in the WordPress toolbar will show your current balance:

My Balance


Buy Points

In order for your users to buy points, Create at least 1 points product by going to All Downloads -> Add Download. Set the name, description, price and be sure to select the "points" as "Product Type options". See image below:

Buy Points Metabox

That's it. now when user buy this product, they will get points in their account based on conversation rate set in global setting Buy Points Conversion Rate.

Note: User must have to be logged in to buy points product. If user is guest and cart contains any points product, system won't allow them to make the order.



Need Support
 
Created: November 11, 2013
By: WPWeb
Email: wpweb101@gmail.com
You can drop an email on wpweb101@gmail.com to get in touch with the lead developer of WPWeb for any smart suggestions of new items or improvements or to hire developer for custom work. If you are purchased user then please create support ticket at https://easydigitaldownloads.com/support-request/ for any support. Thanks so much!