Configure Points Catalog & Rewards extension in Magento

Index
1. Introducing Points Catalog & Rewards.....................................................................................3
2. Points Catalog & Rewards – Installation..................................................................................5
3. Points Catalog & Rewards – How to Use.................................................................................6
3.1 How to Earn Points.............................................................................................................6
3.2 How to Spend Points..........................................................................................................8
3.3 Managing Reward Points...................................................................................................9
4. Points Catalog & Rewards – How to Configure......................................................................11
4.1 Managing Shopping Cart Earning Rates...........................................................................11
4.2 Managing Shopping Cart Spending Rates........................................................................13
4.3 Managing Promotions Earning Rules...............................................................................15
4.4 Managing Customer Transactions....................................................................................17
4.5 Configuration....................................................................................................................18
Copyright (c) 2008-2014 | Toogas,lda | www.toogas.com
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1. Introducing Points Catalog & Rewards
Are you making the most out of your customer base? Do they keep returning to
your store to buy more? No, or just not as much as you would like? If that’s the
case, then Points Catalog & Rewards extension is just what you need!
Like many other things in life, it’s all about the incentives. The Points Catalog &
Rewards extension will put you on the path to the recurring sales and customer
satisfaction nirvana your store deserves.
With this extension, your Customers can receive reward points when placing
orders on your site. These points can then be exchanged for products on
checkout at a rate that you see fit. Whenever your customers go browsing
through your store, they will be notified about the number of points they can earn
by purchasing a product. You can also make them receive e-mails letting them
know that they have points to spend. Points Catalog & Rewards allows you to
setup a string of events with your Customers in order to incentivize them to earn
and spend points. Customers will certainly feel more encouraged to purchase at
your store when they can get some bonus for doing that!
Points Catalog & Rewards is a very flexible extension, giving you multiple paths
to incentivize customer spending. For instance, you can even allow customers to
use points they will earn with an order on that same order – providing that the
order is properly fulfilled. You will also be able to setup engagement campaigns,
for instance: Points per Account Creation, Points per Referral, Newsletters
subscription, and Product reviews, among others…
And on top of all those capabilities, it’s all configurable!
Full Feature List:
For Customers:
 Earn reward points, available immediately or only on the next order, when
you add products to shopping cart at the rate configured by the store
owner;
 Earn reward points, from:
 Registration;
 Newsletter Subscription;
 Reviewing a Product;
 Recommend a Friend;
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 Refer a Friend;
 Being Referred by a Friend.
 Ability to add products to the shopping cart spending points at the rate
configured by the store owner;
 View information of points to be spent on the shopping cart and checkout
pages;
 View information of point rewards in product pages, shopping cart and
checkout pages;
 Manage their reward points on the My Reward Points section, of My
Account Page.
For Store Owners:
 Configure point earning rates for Customers corresponding to the value of
the products added to cart using the Magento rules engine;
 Configure rates for Customers to exchange points for products using the
Magento rules engine;
 Configure email notifications to inform Customers about their points
balance update;
 Manage customer points transactions;
 Change points balance for each Customer.
Others Features:
 Supports Multiple Stores;
 Easy to Install and Configure;
 User-Friendly Interface;
 Ioncube Required;
 Compatible with Magento Community Version 1.4 – 1.8.
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2. Points Catalog & Rewards – Installation
How to install the Points Catalog & Rewards extension:
1. Log out from Magento admin panel if you are logged in.
2. Unpack the contents of the ZIP file purchased from Toogas
(Points_Catalog_Rewards_v1.0.0.zip) to a folder at your local machiner.
3. Copy folder content to your Magento root folder.
4. Log into the Magento admin panel.
5. If you have cache enabled in Magento go to System → Cache Management
section, select all cache types, select Update from the drop-down menu and
press the Submit button.
6. Go to System → Configuration → Toogas, Lda Tab. If you see ‘Points
Catalog & Rewards’ in the list of installed Toogas extension you are done!
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3. Points Catalog & Rewards – How to Use
3.1 How to Earn Points
There are plenty of ways for Customers to earn points such as Register,
Newsletter Subscription, Reviewing a Product, Recommend a Friend, Refer
Friends and Placing an Order.
When placing an order, Customers can earn points based on the rate set by
admin. On Product Detail pages, there will be a notification for Customers that,
shows them how many points they will earn if they buy this product.
On Shopping Cart page, Customers can see exactly the number of points they
earned from buying a specific product This is shown to them through the
description of the product and in the Grand Total Box, as you can see in the
following image.
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After placing an order successfully, Customers can check their point balance on
the My Reward Points section, at My Account Page.
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3.2 How to Spend Points
On the Shopping Cart, the Customer can redeem points for products, or if they
do not have enough points to exchange, they can see how many points they
need to earn to exchange points for that product.
They can also see the precise number of points they earned from buying that
product. This is visible below the description of the product and in the Grand Total
Box, as you can see in the following image.
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3.3 Managing Reward Points
In order for Customers to check their points balance and other points related
information, they can go to My Account → Reward Points.
As you can see, this page is divided into three parts: Points Information,
Recent Points History and Campaigns Information.
 Points Information: On this section, Customers can view their available
points, their points pending approval (after payment points are credited to
your account), the maximum amount of points earned in the same order
and their referral link (for the purpose of referral campaigns).
 Recent Points History: On this section, Customers are provided with
information about their transactions regarding reward points. The
information for each points related transaction includes ID, Order, Points,
Type of Transaction, Points Before this Transaction, Points After this
Transaction, Status and Date.
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If Customers want to see all transactions, they can click on the View All link.
 Campaigns Information: On this section, Customers can see the current
rewards campaigns available as well as points and maximum points they
can earn through each campaign.
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4. Points Catalog & Rewards – How to Configure
4.1 Managing Shopping Cart Earning Rates
Go to Points Catalog → Shopping Cart Earning Rules
To add a new shopping cart earning rule, click on the Add New Shopping Cart
Earning Rules button and then fill out all the required data:
 General Tab
You should pay attention to these following fields:
 From Date and To Date: you can configure the effective time of
each rule in these fields;
 Priority: you can configure the priority of each rule. If there is more
than one rule, the rule with higher priority will be applied first.
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 Conditions Tab:
This tab allows you to set up conditions for which the rule should be applied.
If you leave this tab blank, the rule will be applied for all products.
 Actions Tab:
In this tab, you can configure the number of points that Customers can
receive when applying the rule.
There are three options in the Apply field:
 By Percentage of the Original Price - Percentage of the price without
some sort of discount.
 By Percentage of the Final Price - Percentage of the price of any
specific discount type.
 Fixed Points Amount.
If you want to earn points on the product price with VAT(23%), then configure the
rule as described on the following image.
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4.2 Managing Shopping Cart Spending Rates
Go to Points Catalog → Shopping Cart Spending Rules
To add a new shopping cart spending rule, click on the Add New Shopping Cart
Spending Rules button and then fill out all the required data:
 General Tab
 Conditions Tab:
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This tab allows you to set up the conditions for which the rule should be applied.
If you leave this tab blank, the rule will be applied for all products.
 Actions Tab:
In this tab, you can configure the number of points that Customers can spend
when applying the rule.
There are three options in the Apply field:
 By Percentage of the Original Price - Percentage of the price without
some sort of discount.
 By Percentage of the Final Price - Percentage of the price of any
specific discount type.
 Fixed Points Amount.
If you want to spend points on the product price with VAT, then configure the rule
as described on the following image.
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4.3 Managing Promotions Earning Rules
Go to Points Catalog → Promotion Earning Rules
To add a new promotion earning rule, click on the Add Promotion Earning Rule
button and then fill out all the required data:
 Promotion Earning Rules Tab
 Campaign Type: you can configure the campaign type to earn
points;
 Earn Point(s) for Account Create
 Earn Point(s) for Newsletter Subscribe
 Earn Point(s) for Reviewing a Product
 Earn Point(s) for Recommend a Friend
 Earn Point(s) for Refer a Friend
 Earn Point(s) for Referred by a Friend
 Promo Type: you can configure the promo type;
 Add Points to Default - Add points to default values.
 New Points for Campaign - Replace points by default by these
points.
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4.4 Managing Customer Transactions
Go to Points Catalog → Customer Transactions
On the Customer Transactions Page, by default, you will see all points related
customer transactions. If you want to check all points transaction for a Customer,
just choose the Customer you want by clicking on the Customer Name or on the
Edit link in the Action column.
On this Page, you can change the Customer’s balance by filling an integer in the
Change Balance field. You also can check the customer transaction history.
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4.5 Configuration
Go to Points Catalog → Configuration
Then you will see 6 tabs to configure:
 Points Catalog & Rewards Configuration Tab
 Status: Choose “Enable” if you want to enable the Points Catalog
Extension.
 Key: Enter key to activate the Points Catalog Extension.
 Default Category: Choose the default category, whose
sub-categories will be displayed at checkout page.
As you can see in the previous image, the category “Reward
Points” was chosen by default.
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Therefore the sub-categories that will be shown in the points catalog, at
checkout, will be as follows:
 Number of Products per Row: How many products will be
showed per row.
 Add Temporary Points on Cart to Customer Account: This
configuration setting allows you enable your customers to use
points that are going to be earned with the purchase of products
currently in the cart to purchase other products on the same
order.
 Guest can Use Points: Choose “Yes” if you want the guests to
earn and spend points.
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 Enable Email Notification: Choose “Yes” if you want automatic
email notifications to be sent to the customer when updating point
balance.
 Can Checkout Only With Free Products: Ability to perform an
order by just spending points available on the customer points
balance.
 Refund Points On Cancel Order?: Deduct points from
Customer's balance when order status is 'Cancelled'.
 Refund Points On Credit Memo Order: Deduct points from
Customer's balance when order status is 'Closed'.
 Register Campaign Tab
 Register Campaign Status: Choose “Enable” if you want to
enable this Campaign.
 Points: Points earned with this Campaign.
 Newsletter Campaign Tab
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 Newsletter Campaign Status: Choose “Enable” if you want to
enable this Campaign.
 Products Review Campaign Tab
 Products Review Status: Choose “Enable” if you want to enable
this Campaign.
 Limit of Points Per Day: Maximum amount of points earned with
this campaign, per day. Set to 0 if you do not want the points limit
to be enforced.
 Recommend friend Campaign Tab
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 Recommend Friend Campaign Status: Choose “Enable” if you
want to enable this Campaign.
to be enforced.
 Refer a Friend Campaign Tab
 Refer a Friend Campaign Status: Choose “Enable” if you want
to enable this Campaign.
 Points (per Registered Friend): Points earned for each record
friends from your referral link.
 Points for Registered User: Points earned for each friend who
registers on the site, from a referral link.
to be enforced.
 Referrer Url Redirect: Homepage from a referral link.
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Thank You!
Do you have questions or features suggestions?
please send us an email
Your feedback is an important contribution
in order to improve
Points Catalog & Rewards
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Configure Points Catalog & Rewards extension in Magento

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