Description: This tool allows you to configure and automatically distribute a sequence of gifts, gadgets, or discount vouchers to customers based on their loyalty and the set time interval.
What is it for? (Practical examples)
Use the Periodic Gifts module to:
- Progressive loyalty: Create a "loyalty path" where the customer receives a different reward every week or month of being in the system.
- Automatic gadget distribution: Automatically assign a free item (with managed shipping) after a certain period, without manual intervention.
- Encourage access: Motivate customers to regularly visit the Customer Area to view and claim the next unlocked gift.
Main features
1. Gift Catalog Management
You can define a sequential list of gifts that customers will unlock over time.
- Gifts of type Item/Service: Allows selecting a specific product, service, or gadget from the catalog and assigning it to the customer for free. The system manages the creation of a zero-cost order and, if configured, the selection of the shipping method.
- Title and Description: Each gift can be customized with a multilingual title and description to explain to the customer what they will receive.
2. Calendar and Claim
Customers can view their progress status and claim rewards through a dedicated section in the Customer Area.
- Reward status: The system clearly shows which rewards have been obtained, which are unlocked and available for claim, and which are yet to be unlocked.
- Countdown: For future or expiring gifts, a timer is displayed to create urgency and anticipation.
- Direct claim: The customer can click a button to immediately receive the unlocked gift.
3. Management and Monitoring (Administration)
In the customer management panel, it is possible to monitor the activity of individual users.
- Gift history: Displays a complete table of all gifts a customer has received, including the registration date.
- Customer summary: The general customer list includes a column indicating the total number of periodic gifts obtained by each user.
How to configure
The system configuration is divided into two main areas: the gift assignment logic and the customer interface.
1. Assignment options (Gifts Section)
| Option | Description |
|---|---|
| Enable gift assignment | Activates or deactivates the entire periodic gifts system. |
| Assignment frequency | Defines how often the system should check and unlock the next gift (e.g., weekly, monthly). |
| Validity duration | Sets a maximum period (in minutes, hours, days, or weeks) within which the customer must claim the unlocked gift before it expires. |
| Registration (Title/Description) | Defines the first step of the loyalty path, often an initial gift that the customer can claim immediately after registration. |
| Gift list | The sequential list of rewards that will be unlocked in order. |
2. Configuration of individual gifts (Gift list)
When adding an item to the gift list, you need to specify:
| Field | Description |
|---|---|
| Title and Description | Information visible to the customer in the calendar. |
| Gift type | Currently supported: Item. |
| Select item to gift | Select the specific product or service that will be assigned at zero cost. |
| Select shipping method | If the gift is a physical item, you can specify which shipping method should be used for free delivery. |
3. Customer Interface (Customer Area Section)
| Option | Description |
|---|---|
| Show section in customer area | Enables the dedicated Periodic Gifts tab in the user menu. |
| Selection title | The title of the tab in the Customer Area. |
| Introductory text | A welcome message or explanation of the loyalty program displayed above the gift calendar. |
Automatic integrations
The module automatically integrates with various system areas to offer a smooth user experience:
- Customized Customer Area: A new section is automatically added to the user panel to show the gift calendar, progress status, and history of obtained rewards.
- Public Pages (Visual Builder): A specific block called "Gift Calendar" is available that can be inserted into any site page to show the status of unlocked gifts (requires account login).
- Order Management (Free items): When a customer claims a gift of type "Item," the system automatically creates a zero-cost order for the selected item, facilitating logistics management.
- Cart and Checkout: If a gift is configured to generate a discount voucher, this discount will automatically appear on the checkout page to be applied by the customer.
