RetailCRM Loyalty Program in WooCommerce

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Important!

The loyalty program (LP) is available in the module starting from version 4.8.0.

Possibilities of integration with the loyalty program

A module with loyalty program functions allows the following:

• customers to be registered in the LP;
• display up-to-date information about participation in the LP in the customer’s personal account (information about participation, the number of available bonuses, the current level of the loyalty program and the conditions for moving to the next level);
• pay part of the order with bonuses;
• apply discounts given to the customer according to the level;
• display the number of bonuses accrued upon completion of the order;
• synchronize data of the LP and between the system and Woocommerce.

Configuring the loyalty program

Before you start setting up on the WooCommerce side, you need to make sure that the loyalty program is configured and activated in the system. Find more about setting up a loyalty program in the corresponding section.

Activation of the loyalty program

In the module settings in the “Loyalty program” block enable the "Activate loyalty program ” option.

If necessary, it is possible to fill in the fields “Terms of the loyalty program” and “Terms of personal data processing”, which the customer can read when registering in the LP.

With LP enabled:

• uploading prices via the ICML-file will change: the base price of the product will be uploaded, not the current one.
• uploading promotional prices (every 4 hours) will be launched automatically along with regular uploading of trade offers, i.e. if the option “Generation of the ICML product catalog using wp-cron” is active. If necessary, you can make a forced unloading by clicking on the button of the same name.

Note

A promotional price type "Woocommerce promotional price" with the code woo-promotion-lp will be created in the system. For this, the API-key must have access to view and edit directories.

Components of the loyalty program

Loyalty program in the customer’s personal account

In this block, depending on the customer’s state, the following templates are displayed:

• LP registration form;

• LP activation form;

• Information about current privileges (number of available bonuses, current level, etc.).

Displaying discount in the shopping cart

When going to the cart, the customer is shown the number of bonuses available for write-off. The discount from the LP is fixed in the form of a coupon, which is valid only for the current customer. This discount is automatically recalculated when changing the composition of the cart.

To write-off available bonuses, you need to apply the coupon to the order. To do this, copy it and paste it into the “Coupon Code” field, click “Apply Coupon”.

When using the percentage discount in the LP, the coupon is automatically applied to the shopping cart.

Displaying of bonuses being accrued when placing an order

The checkout page displays the number of points that will be credited to the customer's bonus account upon completion of the order.

Rules of loyalty program operation in WooCommerce

• The created loyalty program coupon is removed at checkout, but the discount itself remains unchanged.
• Any editing of order items (changing the quantity of products, adding a trade item, deleting it) results in deletion of the LP discount.
• Applying coupons to an already created order also results in the cancellation of the discount from the loyalty program.
• When an order is canceled or returned via WooCommerce, the applied LP bonuses are returned to the customer’s account. To track cancellations or returns, basic order statuses such as refunded and cancelled are used. If other statuses are used, bonuses will not be returned.
• LP works only for registered users.

Customization

Most of the functionality responsible for the LP is in the file class-wc-retailcrm-loyalty.php, which can be customized.