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Written by Arnel Custodio

One of the new options in PrestaShop is the Marketing section. This is the area where they have placed the Customer Loyalty and Rewards and Customer referral program modules. This tutorial explains the use of the module and describes how to setup reward points.

What is the Customer Loyalty and Rewards Module?

Reward points for your patronage is a fairly common concept in business today. If you use a credit card that gives you credit for purchases you have made with the card then you already know about reward points. Reward points are a way to give your loyal customers credit for purchasing from your store. This feature can often win you customer loyalty and increase your customer base. Reward points can be used to purchase product or discount other purchases within your PrestaShop site.

Installing the Customer Loyalty and Rewards Module

If you have a newly installed PrestaShop shop, you will need to install the Customer Loyalty and Rewards module. This is quickly and easily done within the PrestaShop Marketing menu under Price Rules.

1. Login to the PrestaShop Administrator Dashboard
2. In the menus on the left of the screen, click on Price Rules
3. When the sub-menu appears, click on Marketing. In a newly installed PrestaShop, none of these modules will be installed. Be aware that some of the suggested modules listed here are NOT free
4. Look for the Customer loyalty and rewards module in the list, then click the Install button
5. When the installation is complete, you should see the module listed with a button labeled Configure

Setting up Reward Points

The Customer Loyalty and Rewards module is divided into 3 main sections: Settings, Loyalty Points Progression, and Configuration. The following instructions defines the Settings section.

1. Login to the PrestaShop Administrator Dashboard
2. Go to the menu on left, and click on Price Rules, then click on Marketing
3. Look for the module named Customer loyalty and rewards then click on the Configure button
   
   

4. Ratio: This option allows you to set the dollar to point value. By default it is set to $10 per point. This means that if the customer buys $10 worth of product from your store, they get 1 reward point.

   
   
   

5. 1 point=: The point option allows you to give a currency value per point. For example, you can say that each point is worth 20 cents.

   
   

6. Validity of a point: Allows you to set how long the point is valid in terms of days. Set to "0" if you do not wish for the point to have an expiration period.

   

7. Voucher details: This the name of the reward that you're giving to your customers. By default it is set to "Loyalty Rewards". Click in the field to type in a different name.

   

8. Minimum amount in which the voucher can be used: This option lets you determine the minimum amount that must be purchased before the loyalty reward can be used.

   
   
   

9. Apply taxes on the voucher: This option allows you to apply taxes to awarded vouchers

   

10. Points are awarded when the order is: This option lets you determine the moment reward points are awarded. Click on the drop-down menu to change the condition when a reward point should be awarded

    
    

11. Points are cancelled when the order is: This option lets you determine the moment reward points are cancelled. Click on the drop-down menu to change the condition when a reward point is cancelled.

    

12. Give points on discounted products: This option lets you determine if reward points can be awarded with products that are already discounted

    
    

13. Vouchers created by the loyalty system can be used in the following categories: This option lets you select the category or categories where reward points can be awarded. Click on the checkboxes in the tree-style menu to select or de-select a category where points can be awarded

    
    
14. Click on the SAVE button in order to save your selections

Using the Loyalty Points Progression

Loyalty points have several conditions for the reward points that are awarded to customers. These five conditions describe the points as they are awarded and then used. Each of these condition descriptions can be changed in this section. The default descriptions are labeled by the following:

• Initial: Awaiting Validation
• Unavailable: Unavailable on discounts
• Converted: Already converted
• Validation: Available
• Cancelled: Cancelled

Each of the the labels is followed by default descriptions that you can change. These five condition descriptions appear to each registered customer in the loyalty points section of their profile. Click on the field to change the description of each point status. After you have finished making changes, click on the SAVE button in order to save the changes.

Configuration

Note: This section will only appear if the PrestaShop Multistore option is enabled.

The final section is used to apply the settings to all of the stores being managed by your PrestaShop installation. PrestaShop can be used to manage more than one shop. Click on the checkbox in order to apply the settings to all the shops currently setup in your PrestaShop installation.

Video on Using the Customer Loyalty and Rewards Module

The following video summarizes the tutorial above and also demonstrates how a customer can view their reward point progression