Reward and loyalty programs

On the Admin sidebar, go to Stores > Settings > Configuration.

In the left panel, expand Customers and choose Reward Points.

Expand the Reward Points section and do the following:

• To activate reward points, set Enable Reward Points Functionality to Yes.

• To allow customers to earn their own reward points, set Enable Reward Points Functionality on Storefront to Yes.

• To allow customers to see a detailed history of their rewards, set Customers May See Reward Point History to Yes.

For Reward Points Balance Redemption Threshold, enter the number of points that must accrue before they can be redeemed (blank for no minimum).

For Cap Reward Points Balance At, enter the maximum number of points a customer can accrue (blank for no limit).

For Reward Points Expire in (days), enter the number of days before the reward points expire (blank for no expiration).

Set Reward Points Expiry Calculation to one of the following:

• Static - Determines the remaining lifetime of reward points based on the number of days set in the configuration. If the expiration limit in the configuration changes, the expiration date of existing points does not change.

• Dynamic - Calculates the remaining number of days whenever the reward point balance increases. If the expiration limit in the configuration changes, the expiration of all existing points update accordingly.

If you want to refund available reward points automatically, set Refund Reward Points Automatically to Yes.

To void reward points earned through purchases when the order that earned the points is fully or partially refunded, set Deduct Reward Points from Refund Amount Automatically to Yes.

Set Landing Page to the content page that explains your reward points program.

Make sure to update the default Rewards Points page with your own information.

When complete, click Save Config.

Expand the Actions for Acquiring Reward Points by Customer section.

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To allow reward points to be earned for the purchases based on the configured Reward Exchange Rates, set Purchase to Yes.

For Registration, enter the number of points earned for opening a customer account.

For Newsletter Signup, enter the number of points earned by registered customers who subscribe to a newsletter.

For Converting Invitation to Customer, enter the number of points earned by a customer who sends an invitation and the recipient then opens a customer account.

You can limit the number of invitation conversions that can be used to earn points for the customer who sends the invitation (blank for no limit). To do this, enter a number in the Invitation to Customer Conversions Quantity Limit field.

For Converting Invitation to Order, enter the number of points earned by a customer who sends an invitation to the recipient who then places an order and do the following:

• For Invitation to Order Conversions Quantity Limit, enter the number of points earned by the customer sending the invitation when the recipient places an initial order (blank for no limit).

• For Invitation Conversion to Order Reward, select the Each option to earn points for each placed by recipient order, or select the First option to earn points only for the first placed order by the recipient.

For Review Submission, enter the number of points earned by a customer who submits a review that is approved for publication.

Then to limit the number of reviews that can be used to earn points per customer, enter the number in the Rewarded Reviews Submission Quantity Limit field (blank for no limit).

When complete, click Save Config.

Expand the Email Notification Settings section.

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Set Email Sender to the store contact that appears as the sender of balance updates and expiration notifications.

If you want to subscribe customers by default to be notified of balance updates and upcoming expiration dates, set Subscribe Customers by Default to Yes.

Set Balance Update Email to the template used for the notification that is sent to customers whenever their point balance is updated.

Set Reward Points Expiry Warning Email to the template used for the notification that is sent to customers when the expiration limit for a batch of points is reached.

For Expiry Warning Before (days), enter the number of days before points expire that notification is sent.

When complete, click Save Config.

On the Admin sidebar, go to Customers > All Customers.

Find the customer in the grid and click Edit in the Action column.

Under Customer Information, choose the Reward Points section.

Enter the number of Update Points:

• To update the reward points amount, enter the number to increase the total points balance.
• To subtract the reward points amount, enter the negative number you want to reduce the total points balance.

Enter Comments related to the reward points adjustment, if needed.

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Optionally, subscribe the customer to Reward Points Notifications:

• Subscribe for Balance Updates
• Subscribe for Points Expiration Notifications

Click Save Customer.