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Member System - Points Setting

You can establish and strengthen customer relationships by setting rules for members to earn and use points through point rewards.

  

In This Article

 

Enabling/Disabling Points Settings

You can enable or disable the Points module in the Member System at any time.

After setting the points acquisition and usage rules for your store, please make sure that you have turned on the Points module.

If the dot turns green on the right side of the Points module in the menu, or the Current status on the Points page is Active, the current points rules are enabled.

You can go to Points > Current status and turn the status into Active.

You can also click this switch again to disable the Points system when it’s already enabled.

Upon disabling the Point system, the point setting rules (acquisition and usage methods) will become invalid, and the corresponding points data won’t be displayed on the customer dashboard.

 

 

Points Operation Assistant

If you are configuring points for the first time or wish to optimize the current point settings, you can utilize the Points Operation Assistant.

Go to Member System > Points > Customized points configuration.

 

The Member System will personalize a best-fit points plan for you by leveraging AI big data models combined with your store data, covering points acquisition and usage methods. Simply click One-click application to start using it.

 

To ensure optimal effectiveness, after each use of the Points Operation Assistant, you need to wait for seven days before optimizing the current points plan using the assistant again.

Alternatively, based on your operational conditions, you can independently adjust individual points acquisition methods or points usage methods.

 

 

Setting Acquisition Method of Points

You can set or modify the ways for members to earn points.

Different point distribution methods can be configured separately for the online store and POS channel.

 

Acquisition Method of Adding Points

Go to Member System > Points > Earn Points  >Add a way.

Procedure

Step 1: Choose the method for customers to earn points.

The Lite version of the Member System currently supports nine ways to earn points, while the Growth and Pro versions support 12.

Each method can have a point acquisition rule, which you can set according to your needs.

Point Acquisition Rules Plan
Successful orders Lite version
Successful registration Lite version
Enter phone number Growth and Pro versions
Customer’s birthday Lite version
Email subscription Lite version
Enter birthday Lite version
Product reviews Growth and Pro versions
Login success Growth and Pro versions
Daily attendance Lite version
Share to Facebook Lite version
Follow us on Facebook Lite version
Follow us on Instagram Lite version

 

Step 2: Set points based on the selected acquisition method.

Example: Earning points after a successful order.

  • Range: You can select the applicable customer range for the rule and set different point acquisition rules based on customers’ membership statuses and levels.
    • All members: All customers will receive points after placing an order.
    • Specific members: Assigned membership level/non-members are eligible to receive points.
  • Points: You can set the points earned by customers, for example, for spending every $1, customers will be awarded 1 point.
    • Minimum amount for earning points: You can also set the minimum spending threshold for customers to earn points. Orders below this threshold won’t receive points.
    • Exclude gift cards: When the order contains gift card items, the gift card will not be calculated for points.
  • Point acquisition date: You can set the time for point distribution.
    • When an order is placed: Points are issued immediately after the customer places an order.
    • Once paid: Points are issued after the customer completes payment.
    • Once fulfilled: Points are issued after the order has been shipped.

 

Adding Acquisition Method of Points

You can edit the existing rules for the acquisition method of points. After editing, customers will receive points according to the new rules.

 

Deleting Acquisition Method of Points

You can delete the established point acquisition methods.

Deletion Process: Click a distribution rule > Delete > Delete.

 

 

Setting Usage Method of Points

You can configure the methods for using points, allowing customers to redeem corresponding benefits through points spending.

Different methods of using points can be configured separately for the online store and POS channel.

 

Usage Method of Adding Points

Access: Go to Member System > Points > Redeem Points > Add a way.

Procedure

Step 1: Choose the method for customers to use points.

The Lite version of the Member System currently supports four ways to use points, while the Growth and Pro versions support 5.

Each method can have a point acquisition rule, which you can set according to your needs.

Usage Method of Points Plan
Cashback Lite version
Redeem shipping coupon Growth and Pro versions
Redeem coupon code Lite version
Redeem coupon Lite version
Redeem product Lite version

 

Step 2: Set points based on the selected usage method.

Example 1: Cashback

  • Points spent: You can set the points required to deduct USD 1 from the store.
    • Automatically deduct points after purchase: Your customers can use points to deduct cash when ordering products.
  • Usage threshold: You can set the minimum purchase amount to redeem or the accumulated points threshold for this promotion.
  • Usage limits: Here, you can limit the maximum points redeemed per order and set the maximum number of points to be deducted per order. Additionally, you can decide whether customers are allowed to use points for cash deductions along with automatic discounts or discount codes. If simultaneous usage is supported, the maximum amount of points that can be deducted will be calculated after applying automatic discounts and discount codes.
  • Products applicable: You can restrict the use of points for cash deduction to specific products when customers make purchases.
  • Icon: Set an icon for this point redemption rule, which will be visible to your customers in the member panel.

Example 2: Redeem coupon code

  • Points: Set the points required to redeem a coupon code, for example, 300 points for a 10% discount.
  • Discount requirements: Set the conditions for using the coupon code, whether unconditional, based on specified spending amounts, or for purchasing specific item quantities.
  • Using discount codes: You can specify if the coupon code is available for all or the owner only.
  • Products applicable: The range of products to which the discount applies.
  • Stacked discounts: Determine whether the coupon code can be used simultaneously with automatic discounts or other discount codes.
  • Icon: Set an icon for the coupon code.

Example 3: Redeem products

First, select the eligible items for redemption. In the product recommendation popup, choose an item that can be redeemed and then click Select.

  • Product information: You can view the selected product and make any necessary modifications.
  • Points: Specify the number of points required to redeem the product.
  • Using discount codes: You can specify if the discount code is available for all or the owner only.
  • Stacked discounts: Determine whether the discount code can be used simultaneously with automatic discounts or other discount codes.
  • Icon: Set an icon for the discount code.

Editing Usage Method of Points

You can edit the established point usage methods, and after editing, customers will redeem points according to the new rules.

 

Deleting Usage Method of Points

You can delete the established usage methods of points.

After deletion, the store will no longer display the deleted point usage methods. Points that have already been redeemed and associated discounts won’t be affected.

Deletion Method: select a rule for using points, click the Delete button, then click Delete again.

 

 

Setting Validity Period of Points

You can set the validity period for points obtained, making points expired beyond this period unusable. By managing the validity period of customer points, you can effectively retain customers at risk of churning.

 

You can go to Points > Validity period settings > Edit to uniformly set the corresponding validity period for points.
 

Based on your store’s needs, select the appropriate points validity period and save the changes.

If you select All methods for Obtaining are set with the same expiry date, you can continue by selecting the validity period after points distribution.

If you deselect this option, each acquisition method’s validity period can be set separately. You will need to enter each acquisition method’s page to configure its validity period individually.

Note: The validity period of points will be consistent with the validity period set at the time of distribution. Therefore, modifying the validity period of points won’t affect that of points distributed before the change.

 

 

Setting Point Names

You can customize the name of points as displayed in the member panel.

Go to Points > Points name setting > Edit.

 

 

Pushing Emails

You can configure email push to send automatic emails to customers for specific scenarios. On the Points page, you can quickly set whether email push should be triggered for various points-related scenarios.

  • Select the checkbox in front of the email scenario to enable or disable email push.
  • If you want to edit any email, hover over the specific email and click Edit to go to the email editing page.
  • Click More to go to the email push page.

 

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