Loyalty Program: Magento Extension by Amasty. User Guide.

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Reward customers with discounts using Magento shopping cart rules and it will automatically increase average order amount and eventually drive more sales. Make customers stay with you instead of shopping at competitors’ stores. You can learn more at http://amasty.com/magento-loyalty-program.html

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Loyalty Program: Magento Extension by Amasty. User Guide.

  1. 1. User Guide: Loyalty Program Page 1 Loyalty Program Magento Extension User Guide Official extension page: Loyalty Program Support: http://amasty.com/contacts/
  2. 2. Page 2 Support: http://amasty.com/contacts/ Table of contents: 1. Extension settings …………..…….………………………………………..… 3 2. Loyalty Program view in Customer account……………................ 4 3. Loyalty Program: Levels and rule creation…………….……………... 6 4. Loyalty Program: Individual Promotions…………………………..… 8 5. Loyalty Program: Order Subselection condition……..…………… 9 6. Loyalty Program: Conditions……………. ………………………………. 10 7. Loyalty Program: Membership Days condition……………….…….11 8. Loyalty Program: shopping cart price rule actions………….…….12 9. Loyalty Program: Discounts on particular product…………..…..13 10. Loyalty Program: Loyalty Program name on back and front end……………………………………………………………………………………14 11. Shopping cart rules grid functionality………………………………….16 User Guide: Loyalty Program
  3. 3. Page 3 Support: http://amasty.com/contacts/ To manage the extension settings please go to admin panel -> System -> Configuration -> Loyalty Program Name purchase statistics area in Customer account Name Loyalty Program Terms and Conditions Header Use images and rich html to describe Loyalty Program Terms 1. Extension Settings User Guide: Loyalty Program
  4. 4. Page 4 Support: http://amasty.com/contacts/ The name of Loyalty Program Terms and Conditions Header Images and rich html in Loyalty Program Terms description 2. Loyalty Program view in Customer account User Guide: Loyalty Program
  5. 5. Page 5 Support: http://amasty.com/contacts/ The name of purchase statistics area in Customer account 2. Loyalty Program view in Customer account User Guide: Loyalty Program
  6. 6. Page 6 Support: http://amasty.com/contacts/ Create Discount Program levels using shopping cart price rules Add unlimited number of targeted Loyalty program offers 3. Levels and rule creation User Guide: Loyalty Program
  7. 7. Page 7 Support: http://amasty.com/contacts/ Name the offer, Activate it and specify Customer groups and store views for which it should be applied Use coupons for rewarding loyal customers 3. Levels and rule creation User Guide: Loyalty Program
  8. 8. Page 8 Support: http://amasty.com/contacts/ Create Individual Promotions based on such Customer Attributes as email, TAX/VAT number, ID or Last Name 4. Individual promotions User Guide: Loyalty Program
  9. 9. Page 9 Support: http://amasty.com/contacts/ Use Order Subselection to consider discount amount based on customer purchase history 5. Order Subselection condition User Guide: Loyalty Program
  10. 10. Page 10 Support: http://amasty.com/contacts/ Create Loyalty Program offers based on Purchase History, Order Subselection, Cart and Customer Attributes Combine conditions using Product attribute combination, Products subselection, Conditions combination 6. Conditions User Guide: Loyalty Program
  11. 11. Page 11 Support: http://amasty.com/contacts/ Use Membership Days customer attribute to limit access to discounts for guest customers 7. Membership Days condition User Guide: Loyalty Program
  12. 12. Page 12 Support: http://amasty.com/contacts/ User Guide: Special Promotions 8. Shopping cart price rule actions Use shopping cart price rules to create any Loyalty Program offer you want. For detailed description of each rule, please, visit Special Promotions rule description
  13. 13. Page 13 Support: http://amasty.com/contacts/ Apply Loyalty Program deals to particular products 9. Discounts on particular product User Guide: Loyalty Program
  14. 14. Page 14 Support: http://amasty.com/contacts/ Give the name to discount, which will appear at the checkout 10. Loyalty Program name on backend and frontend User Guide: Loyalty Program
  15. 15. Page 15 Support: http://amasty.com/contacts/ Default rule label name on the front end – specify the reason why customers get discounts 10. Loyalty Program name on backend and frontend User Guide: Loyalty Program
  16. 16. Page 16 With the extension you get several new columns at the shopping cart price rules grid (admin panel -> Promotions -> Shopping Cart Price Rules): Action (shows the action chosen for the rule), Discount (shows the discount amount for the rule), Stop (whether to stop rules processing after this rule). It adds ‘Actions’ dropdown to the grid. You can apply the actions both to single and to multiple rules right on the grid (explained in more detail further on). Also there’s new ‘Duplicate’ action, with the help of which you can duplicate individual rules. It can be very useful when you have several similar rules, this way you will use the first rule as a template, which will save you a lot of time with complex rules. User Guide: Special Promotions Support: http://amasty.com/contacts/ 11. Shopping cart rules grid functionality
  17. 17. Page 17 Once you click the ‘Duplicate’ action link, you will get to the page of the duplicate rule, where you will be able to make the necessary edits and save the new rule. User Guide: Special Promotions Support: http://amasty.com/contacts/ 11. Shopping cart rules grid functionality
  18. 18. Page 18 ‘Activate’ action lets you activate any number of price rules. Just pick the rules and click ‘Submit’ button next to the ‘Actions’ dropdown. ‘Deactivate’ action on the opposite enables you to deactivate shopping cart price rule. To make it work please take the same steps as with the ‘Activate’ action. User Guide: Special Promotions Support: http://amasty.com/contacts/ 11. Shopping cart rules grid functionality
  19. 19. Page 19 ‘Top Priority’ action lets you raise priority of any price rule (or a number of rules) to the top. If you had some rules with 0 (zero) priority before applying the action, these rules would get downgraded. ‘Lowest Priority’ action vice versa will help you quickly downgrade rules to the lowest priority. User Guide: Special Promotions Support: http://amasty.com/contacts/ 11. Shopping cart rules grid functionality
  20. 20. Page 20 ‘Delete’ action lets you get rid of unnecessary price rules. It can be used for quick deleting of test/demo rules , rules that were created by mistake or the ones you just don’t need anymore. User Guide: Special Promotions Support: http://amasty.com/contacts/ 11. Shopping cart rules grid functionality
  21. 21. Thank you! Your feedback is absolutely welcome! Page 21 Support: http://amasty.com/contacts/ User Guide: Loyalty Program Should you have any questions or feature suggestions, please contact us at: http://amasty.com/contacts/

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