Further Explanations
General
- Regardless of the conversion rates " Revenue for one point" as well as "Value of one point", the points are always rounded commercially.
- Depending on the shopping cart total and the "Value of one point", customers may not be able to pay for their purchase in full with points, but a small amount of cents may remain.
- If extra points are awarded for an item because both the variation ID has been entered in the extra points and because the variation is in a category with extra points, extra points are awarded for both options.
- If items for which extra points are awarded are paid for in part or in full with points, the customer will still receive the extra points for that item.
- Basic points per order are also rewarded if the order is paid for in full with points.
- If you change the loyalty program settings (conversion rates, blocking period, expiry date, etc.), the changes will only affect the points collected beginning at the time of the change. One exception to this is the Value of one point setting. This setting affects all redeemable and locked points immediately.
Checkout Widget
The Checkout widget allows your customers to redeem their points directly at the checkout. Three options are available:
- Continue collecting: The points from the current purchase are credited to the account without redeeming any existing points.
- Partial redemption: The customer can enter the desired number of points in an input field. Clicking on Apply creates a voucher code and deducts the discount.
- Full redemption: The customer can click directly on Apply to use the maximum possible value of their points as a discount.
Technically, the redemption works via vouchers. The plugin automatically generates a new voucher code in the background within the campaign created during plugin setup. This code is immediately entered at the checkout. You can find more information on this in the PlentyONE Plugin Setup.
The corresponding points are reserved in the background. If the customer does not complete the purchase, the points are released by a cron job that runs every 15 minutes. In the worst case, it can take up to 30 minutes before the code is deleted and the reservation is cancelled.
In PlentyONE, it is currently not possible to use multiple voucher codes at the checkout. Therefore, the customer can either redeem points or use another voucher.
MyAccount Widget
The MyAccount widget provides your customers with information about their participation in the loyalty program. Customers who have not yet registered can sign up for the program here.
Logged-in participants see the following information and actions:
- Redeemable points: Current balance available for redemption.
- Locked points: Points that are not yet redeemable (e.g., during the withdrawal period).
- Points expiring in...: Information about points expiring soon within a configured period (default is 30 days).
- Set up date of birth: Option for the customer to provide their date of birth for annual bonus points.
- Merging accounts: Request to merge multiple customer accounts (e.g., guest accounts).
- End participation: Option to cancel participation in the program at any time.
In the event of cancellation, the personal data sent to Loyalista is anonymized so that the statistical data on the points can still be included in your evaluations. Further details on merge requests can be found in the Main menu: Customers manual.
Product Widget
The product widget promotes your loyalty program on the product pages. Unregistered visitors see general promotional text. Registered participants see the exact number of points they would receive when purchasing the respective product.
The widget automatically distinguishes between:
- Revenue-based points: Points based on the item value.
- Extra points: Additional points if special bonuses have been defined in Loyalista for the category or variant.
Basis points per purchase are ignored in this widget as they are granted regardless of the specific product. If a customer receives extra points, the corresponding note is appended to the standard text. You can customize the texts in the plugin settings under "Edit plugin content". Further information can be found in the PlentyONE Plugin Setup manual.
Privacy Policy and Guidelines
We recommend you add Loyalista to your privacy policy. We are currently working on getting the main providers of automated legal texts for online shops to include Loyalista in their legal text generators. We will inform our users as soon as we have been able to establish partnerships here.
Furthermore, we recommend that you create guidelines/conditions for your loyalty program and make them visible in your online shop. Within these guidelines, you should address the items in Table 1 so that your customers know the exact framework of your loyalty program.
Content | Description |
Revenue for one point
and Value of one point | Think carefully about the discount you want to grant your customers with the loyalty program. The formula for this is: Discount (in %) = (Value of one point (in €) / Revenue for one point (in €)) * 100 |
Durability of the
points | Give
your customers enough time to redeem their points. However, expiring points also
motivate your customers to make further purchases in your store. |
Locking time of the
points | You
should block the points for at least as long as it takes for your goods to reach the
customer, plus the withdrawal period for purchases in your store. If you want to be on
the safe side, plan an additional buffer. We recommend a locking period of at least 30
days with a 14-day withdrawal period. |
Points for signing up
for the loyalty program | Consider
whether you would like to reward new participants with points as a welcome (e.g. 100
points for registration). |
Basis points per
order | In addition to revenue-based points, you can also award fixed basis points per order. |
| Logic regarding extra points | You can
find the description further above under General. |
| Logic regarding voucher redemption | You can
find the description further above under Checkout Widget. |
| What happens if you cancel the membership in the loyalty program? | Inform
your customers that their accumulated points will be irrevocably deleted if they
unsubscribe from your loyalty program. |
| What happens if you want to discontinue your loyalty program? | Inform your customers in good time (e.g. 3 months in advance) if you plan to pause or terminate the program. |
Do you allow merge
requests? | Think
about how you would like to proceed with merge requests. Do you accept such requests? If
so, what do you do if the two accounts are in different names? |
Are points or the cash amount credited first? | Think
about whether you want to credit the cash amount or the points first in the case of
credit notes and point this out to your customers to avoid misunderstandings later
on. |
Who can participate in the loyalty program? | Define exactly who is eligible to participate (e.g. all private customers, only customers residing in Germany, minimum age 18 years, etc.). |
Reservation regarding abuse | Reserve the right to correct point balances in the event of abuse, technical errors, or manipulation attempts (e.g. fake accounts) or to exclude customers from the program. |
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