The rewards points program allows you to offer points per dollar spent on your store to your customer's records. The customer can then redeem the points for additional products at your store. This tutorial will give you a step-by-step process on how to set up and maintain your rewards points program.
Enable the Reward Points Program
To enable the rewards point, follow these steps:
Log into your Shift4Shop Online Store Manager.
Using the left navigation menu, go to Modules.
Using the search bar at the top, search for the "Reward Points for Customers" module to bring it up.
Click on the Settings button of the module to review its settings.
You will see some settings in the module. These are:
Placing a mark in this checkbox will turn on the Rewards Points module.
This setting will determine how many points per dollar spent are awarded to the customer.
The Rewards Multiplier is the number of points awarded to the shopper per dollar spent on your store. It can take either whole or decimal numbers (tenths only). For example:
Multiplier of 0.5 - Customer spending $100 on the store gets 50 reward points
Multiplier of 1 - Customer spending $100 gets awarded 100 points. (this is default)
Multiplier of 1.5 - Customer spending $100 gets awarded 150 points
Multiplier of 2 - Customer spending $100 gets awarded 200 points
Also, note that option values will also be factored into the reward point calculation. So, for example, if a product is priced at $100, the awarded points for the product will be 100 (if using the default multiplier). However, if the product has an option that raises the price of the item to $125, the awarded points will be 125 when the item is purchased with that option.
Rewards Enabled for Phone Orders
This setting will enable points to be accrued for Phone Orders as well.
Apply rewards only for orders in status:
Specify which order status the order must be in before the reward points are enabled. For example, if you set this to "Shipped" status, then the customer will not get their reward points until the order is physically moved to shipped status.
Rewards point expiration enabled
Mark this checkbox if you would like to set an expiration period for awarded reward points.
Days to expire
If using the rewards expiration setting described above, set the number of days until the reward points expire here.
Send email before expiration
Mark this checkbox if you would like to send an automatic notification message to your customers that their reward points are about to expire.
Days to Send Email before Expiration
If using the email notification setting mentioned above, set the number of days - before expiration - when you'd like to have the email go out.
When reward points are redeemed, the store will use older reward points before newer ones. This way, it will use points that are closest to expiration while preserving newer points.
Place a mark in the "Enable Rewards" checkbox.
Set your Rewards Multiplier.*
Enable Rewards for Phone Orders if desired (optional).
Click Save Changes on the Module page and your store's Rewards Program will be active.
Once the module is enabled, your product listing pages will display how many points customers will accrue when purchasing the item.
Enabling Redeemble Products
Each product must be manually set as redeemable for the rewards program by specifying how many points are required to redeem the items. To perform this function, use the following steps.
From your Shift4Shop Online Store Manager:
Go to Products > Product List.
Locate the product you'd like to edit and click on its thumbnail, name or ID to open it.
In the Rewards Options section, set the amount of points that the product will be redeemable for. For example, if the customer must accrue a total of 100 points in order to redeem the product, set 100 in the Redeem Points field.
Click Save at the top right to commit your changes.
Also, note that redeeming products is based solely on the Redeem Points value entered for the product. It does not account for item options that increase the product's base value.
In other words, if a $5 item is redeemable for 50 points, then the customer will need to use 50 points to redeem it. This would apply even if they select an option that normally raises the item's price to $10.
Disabling Rewards on a Product
You may have some products that you do not wish to have involved in the rewards program at all. Therefore, we have made it so that you can also selectively disable rewards on individual products. This will prevent the item from accruing points for customers when they purchase the item.
To disable rewards on a product:
Go to Products > Product List.
Locate the product you'd like to edit and click on its thumbnail, name, or ID to open it.
In the Rewards Options section, place a mark in the checkbox labeled "Disable Rewards" to prevent the item from accruing points.
Click Save Changes.
The Disable Rewards checkbox merely prevents points from being accrued on the item but does not specifically prevent the item from being redeemed with points. If you would like the product to also not be available for redeeming, leave its Redeem Points field at 0.