Setup and Configuration

IMPORT POINTS #

i). Navigate to WooCommerce > Points and Rewards > Settings > Import Points Settings
ii). Click the Import button
iii). Choose a CSV file > Upload

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iv). After the CSV file is uploaded then you can Run the Importer to import the user’s points

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Note: You can also export the CSV file via our plugin Exporter for WooCommerce Points and Rewards to import points.

POINTS EXPIRY EMAIL REMINDER #

i). Navigate to WooCommerce > Points and Rewards > Settings > Send Points Expiry Reminder
ii). Set points expiry to remind in number of days

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iii). You can customize the email under WooCommerce > Settings > Emails > Points Expiry Reminder
iv). Customer received points expiry reminder email will look like this:

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USER ROLE EARNING #

i). Navigate to WooCommerce > Points and Rewards > Settings > User Roles Earning Settings
ii). Set points for specific user roles

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Note: If the user role value is set as 0, then the user will not earn any reward on their site. Default is 100%.

iii). After points are configured to the user roles, the user will be informed in cart/checkout as below,

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BULK UPDATE SETTINGS #

i). Navigate to WooCommerce > Points and Rewards > Settings > Bulk Update Settings
ii). Configure the product level settings based on the filters which includes All Products, Include/Exclude Products and Include/Exclude Categories

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RESTRICTION SETTINGS #

i) To restrict earning when points redemption takes place in an order then enable the option under WooCommerce > Points and Rewards > Settings > Restriction Settings > Restrict Earning When Points are Redeemed
ii). To restrict the points redemption for On Sale products in Cart/Checkout then enable the option under WooCommerce > Points and Rewards > Settings > Restriction Settings > Restrict Redeeming for On Sale Products in Cart/Checkout

Redeeming restriction will be informed to users as below,

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POINTS AND REWARDS GATEWAY #

i). To redeem points via points and rewards gateway, go to WooCommerce > Settings > Payments > Points and Rewards. Enable and save the settings.

ii). Shortcodes used in the payment gateway description are [earned_points][points_value].

[earned_points] – To display user available points.

[points_value] – To display user available points in currency based on conversion.

– Payment Gateway Settings,

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– Checkout Page,

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iii) Once the points will be redeemed via points and rewards gateway, order status will automatically reach Completed status.

GUEST USER RESTRICTION #

By using this feature, site admin can easily hide earning messages for guests. To configure, navigate to WooCommerce > Points & Rewards > Settings > Restrictions Settings. Enable Hide earn messages for guest user checkbox and save the settings.

FIRST PURCHASE POINTS #

By using this feature, allows the site admin to award their customers on their initial purchases.To configure, navigate to WooCommerce > Points & Rewards > Settings > First Purchase Points Settings > First Purchase Points.

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– Cart notice,

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