Magento 2 Reward Points v1.x Configuration

In this article, you will find step-by-step instructions on how to properly configure the Magento 2 Reward Points extension. Please follow this guide after installing the plugin.

In the main Magento menu, go to the Plumrocket tab > select Reward Points Configuration.

Configuration

General

Step-by-step guide:

  1. Enable Extension”: this option allows you to enable or disable this Reward Points extension.
  2. “Serial Key”: enter the unique serial key provided to you after purchasing the extension. Note: In most cases, this field will be pre-filled with a serial key automatically, and the green checkmark will be displayed. To find and paste your serial key manually, read the Serial Key Activation article.
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Points Redemption Settings

Step-by-step guide:

  1. “Points Redemption Rate”: specify the conversion rate of loyalty points to currency. For example, when set to 10, customers will receive a $1 discount for every 10 points they redeem in the shopping cart.
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Minimum Points to Redeem per Order

Step-by-step guide:

  1. “Limit Type”: choose the type of the limit: Fixed Points (based on a fixed number of points) or Percentage (%) of Order Total.
  2. “Minimum Value”: define the minimum amount of reward points a customer can redeem in each order.
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Maximum Points to Redeem per Order

Step-by-step guide:

  1. “Limit Type”: choose the type of the limit: Fixed Points (based on a fixed number of points) or Percentage (%) of Order Total.
  2. “Maximum Value”: define the maximum amount of reward points a customer can redeem in each order.
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Applying Reward Points

Step-by-step guide:

  1. How Customers Can Apply Reward Points“: select the way customers can redeem their reward points during the purchase process.
  2. “Allow Points to Cover Taxes”: choose whether the customers should be available to redeem points towards tax amounts.
  3. “Allow Points to Cover Shipping Costs”: choose whether the customers should be available to redeem points towards shipping fees.

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Points Expiration Settings

Step-by-step guide:

  1. “Points Expiration”: choose whether reward points should expire after a certain time.
  2. “Points Expire After (days)”: specify the number of days after which reward points should expire.
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Email Notifications Settings

Step-by-step guide:

  1. Enable Reward Points Emails Notifications”: enable or disable the reward points-related email notifications.
  2. “Allo Customers to Manage Subscriptions”: choose whether the customers should be able to subscribe or unsubscribe from Expiration Reminder Emails.
  3. “Email Sender”: choose the sender for the Reward Points Email Notifications.

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Reward Points Balance Update Email

Step-by-step guide:

  1. Enable“: enable or disable the email notifications on the points balance changes.
  2. Auto-Subscribe Customers“: choose whether the new customers should be automatically subscribed to receive balance update emails.
  3. Email Template“: choose the reward points balance update email template.
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Reward Points Expiration Email

Step-by-step guide:

  1. Enable“: enable or disable the email notifications on the expiration of the reward points.
  2. Auto-Subscribe Customers“: choose whether the new customers should be automatically subscribed to receive expiration reminder emails.
  3. Email Template“: choose the reward points expiration email template.
  4. Send Email Alert Before Expiration (days)“: specify how many days before reward points expiration the email notification should be sent.
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Earning Rules

Step-by-step guide:

  1. Navigate to the Plumrocket -> Reward Points -> Earning Rules section.
  2. This section allows admin to view and manage Reward Points Earning Rules in one grid.
  3. Action“: admin can edit or delete the existing Earning Rules using this option.
  4. Add New Earn Rule“: press this button to create a new Reward Points Earning Rule. Please refer to our detailed guides for specific earning rule types.
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Manage Customer Points

Step-by-step guide:

  1. Navigate to the Plumrocket -> Reward Points -> Manage Customer Points section.
  2. This grid allows the admin to view and manage customers who have reward points.
  3. Admin can search for the required customer using the default Magento 2 filters.
  4. Action“: admin can view and manage reward points of each customer using this option.
magento 2 reward points extension manage customer points 1

Step-by-step guide:

  1. Navigate to the Reward Points section in the Customer Information tab.
  2. Balance“: admin can view customer’s reward points balance in this section.
  3. Receive Reward Points Balance Update Emails“: this option allows admin to enable or disable Reward Points Balance Update Emails sending to each separate customer.
  4. Receive Reward Points Expiration Reminders“: this option allows admin to enable or disable Reward Points Expiration Reminders Emails sending to each separate customer.
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Step-by-step guide:

  1. Website“: this option allows admin to choose the website the reward points balance will be updated on.
  2. Credit Amount“: admin can add/remove points to/from customer account by entering positive or negative number in this field, and clicking the “Save” button.
  3. Notify Customer by Email“: check this checkbox in order to notify the customer of his reward points balance updates.
  4. Store View“: the reward points update email will be sent from this Store View.
  5. Comment“: type the reward points balance update comment in this field. This information is visible to the customer.
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Step-by-step guide:

  1. Balance History“: allows admin to track the history of all transactions made by the customer.
  2. Press the “Save Customer” button to save your settings.
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Transaction History

Step-by-step guide:

  1. Navigate to the Plumrocket -> Reward Points -> Transaction History section.
  2. This section allows the admin to track the transactions of all customers in one grid.
  3. Admin can search for the required transactions using the default Magento 2 filters.
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Reward Points on Order

Step-by-step guide:

  1. Admin can check the Reward Points applied to an order on the Order View Page.
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Step-by-step guide:

  1. Admin can use customer’s Reward Points Balance while creating an order in the Magento 2 backend.
  2. Enter the required amount of store credits and press the Apply button.
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