Description: A loyalty system that allows assigning points to customers based on their actions (purchases, sign-ups, reviews) and converting them into discounts or rewards.
What is it for? (Practical examples)
This tool is essential for building customer loyalty and encouraging repeat purchases.
- Increase average order value: Offer more points for every euro spent, encouraging customers to reach higher spending thresholds.
- Incentivize specific actions: Assign bonus points for newsletter sign-up or product reviews, improving engagement and data collection.
- Create a tiered program (Gamification): Define "Badges" (rewards) that customers unlock upon reaching certain thresholds, making the experience more engaging.
Main Features
1. Customer Balance Management
Within each customer's profile, there is a dedicated section for manual management and consultation of points.
- Balance Display: Shows the customer's current point balance in real time.
- Transaction History: Displays a detailed table of all point credits (earnings) and debits (spending), with date, value, and associated notes.
- New Transactions: Allows the administrator to manually add or remove points (Credit or Debit) specifying the value and an internal note. The system calculates and shows the new expected balance before saving.
- Delete Transactions: Enables deleting individual transactions from the history.
2. Automatic Points Assignment (Earning)
The system automatically assigns points based on defined settings:
- Purchases: Points assigned according to a spend-to-points ratio (e.g., 10 points every €5 spent). You can choose whether to assign points at order creation, payment, or when the order is marked as completed.
- User Action: Fixed points assignment for:
- Creating a new account.
- Signing up for the newsletter.
- Submitting product reviews (with an option to assign points per review or only once).
- Product-Based Assignment: It is possible to override the general assignment rule for specific products by setting a fixed point value or a percentage based on the product price.
3. Points Usage (Spending and Discount)
Accumulated points can be converted into discounts during checkout.
- Conversion Rate: Defines the ratio between points and monetary value (e.g., 100 points = €1 discount).
- Spending Rules: You can set minimum thresholds for using points (e.g., minimum point balance required for discount) and minimum cart spending.
- Discount Limits: Defines the maximum discount value applicable to the cart (either fixed amount or percentage).
- Exclusions: Allows excluding point discounts on products already on promotion or on specific selected products/services.
4. Badges and Gamification
The system allows creating levels or rewards (Badges) unlockable based on the customer's point balance.
- Badge Definition: Titles, descriptions, icons, and point ranges needed to unlock each badge are defined (e.g., "Bronze Customer" from 100 to 500 points).
- Customer Area Display: Customers can see unlocked badges and those yet to achieve in their reserved area.
How to configure
Main configuration occurs in three areas: General, Badges, and Customer Area.
1. General Settings (Assignment and Conversion)
| Option | Description |
|---|---|
| Enable Points | Activates or deactivates the point assignment and usage system. |
| Assign points per spend | Defines how many points are assigned per unit of currency spent (e.g., 1 point per €1). |
| Assign on Registration | Fixed points assigned when creating a new account. |
| Assign Newsletter Signup | Fixed points assigned upon newsletter subscription. |
| Conversion Rate | Defines the ratio: X Points equal Y € discount. |
| Minimum usable points | Minimum point balance a customer must have to convert them into discounts. |
| Minimum spend | Minimum cart amount required to apply point discounts. |
| Maximum Checkout Discount | Maximum discount limit applicable at checkout (€ or %). |
| Exclude discounted products | Prevents using points to discount items already on promotion. |
| Limit/Exclude products | Allows selecting specific products or services that can or cannot be discounted with points. |
2. Badge Settings
- Enable badge display: Activates gamification features.
- Badge List: Using a row builder, you can define each badge:
- Title and Description: Name and explanation of the reward.
- Points (From/To): Point range required to obtain and maintain the badge.
- Icon: Image or icon associated with the badge.
3. Customer Area Settings
- Introductory Text: Custom message displayed in the "My Points" section of the customer's reserved area.
Automatic Integrations
The Customer Points module integrates into various system areas to automate loyalty processes and management.
1. Customer Reserved Area
Customers have a dedicated section ("My Points") where they can view:
- Their current point balance.
- Complete transaction history (earnings and spending).
- Unlocked Badges and requirements for upcoming badges.
2. Marketing Automations
It’s possible to include point-related actions within automated workflows (Funnels).
- Automatic Points Assignment: During a funnel, you can define an action to Add, Remove, or Set a specific point balance for customers who reach that step.
- Filter Conditions: You can segment customers in automations based on their point balance or possession of specific Badges.
3. Reports and Analytics
The system generates dedicated reports to analyze program performance.
- Available Data: Allows filtering and analyzing transactions by date, customer, value, and reason.
- Key Metrics: Includes calculation of Total Point Balance, Number of Transactions, and Average Points per Transaction.
4. Conditional Discounts
The Conditional Discounts system can use Badges as criteria for applying discounts on products.
- Badge Discount: You can configure a discount (percentage or fixed €) that applies automatically if the customer has unlocked one or more specific Badges.
5. Notifications and Communications
The system sends automatic communications and supports dynamic data usage.
- Points Earned Notification: An email is sent to customers whenever they earn points (e.g., after a purchase). The email template is customizable.
- Points Reminder: You can set up an automatic notification sent when customers reach a certain point threshold.
- Shortcode: The customer's current points are available as dynamic variables (Shortcodes) usable in emails, SMS, and other communications.
6. Points as Periodic Gifts
The module integrates with the "Periodic Gifts" feature allowing automatic assignment of points (with defined value and description) at regular intervals.
Key Differences
This module is the central system for loyalty based on a numeric balance. Use it to incentivize spending and reward customer actions with a flexible reward system—unlike simple discount codes that do not create accumulated value over time.
