Reward Points | BG_DISC_005

In this tutorial, we'll take a look at the Rewards Points capabilities of Infigo. This functionality allows you to to apply points to a customer account for various actions (such as registration and purchases). These points can then be applied to future purchases, at an exchange rate of your choosing.

Infigo Admin - Dashboard

  1. 1. Navigate to Reward Points

    Navigate to Reward Points
  2. 2. Check Enabled

    Reward points are disabled by default, unless this check box is enabled. This will activate the use of reward points across this storefront.

    Check Enabled
  3. 3. Enter an exchange rate

    Specify how much reward points are worth in monetary value

    Enter an exchange rate
  4. 4. If required, specify how many reward points customers receive upon registering for the site

    If required, specify how many reward points customers receive upon registering for the site
  5. 5. Specify how many reward points customers receive per set amount of spend

    Specify how many reward points customers receive per set amount of spend
  6. 6. Specify at which point of the ordering and fulfilment process the reward points are applied to the customer account

    Specify at which point of the ordering and fulfilment process the reward points are applied to the customer account
  7. 7. Click on Save

    Click on Save

Next, we'll take a look at how to manually change the number of reward points a customer has.

  1. 8. Navigate to Customer Management

    Navigate to Customer Management
  2. 9. Click on Edit next to a Customer entry

    Click on Edit next to a Customer entry
  3. 10. Click on the Reward points tab

    Here, you will see details on the reward points currently accumulated by that customer.

    Click on the Reward points tab
  4. 11. Manually add or modify reward points

    Specify the amount of points to award. Specify whether this is an amendment to the existing points, or a replacement.

    Optionally enter a message as to why these points were awarded.

    Click Add reward points.

    Manually add or modify reward points
  5. 12. Details on amended reward points are displayed

    Details on amended reward points are displayed

Next, let's take a look at how our customers interact with and utilise their reward points in the front-end experience

  1. 13. With items in the basket, proceed through the checkout

    With items in the basket, proceed through the checkout
  2. 14. On the payment method screen, your customers will have the option to utilise their accrued reward points.

    Select and proceed through the checkout process

    On the payment method screen, your customers will have the option to utilise their accrued reward points.
  3. 15. The use of reward points is detailed in the order summary page, prior to the order being placed.

    The use of reward points is detailed in the order summary page, prior to the order being placed.
  4. 16. The use of reward points is also noted in the sales admin area

    The use of reward points is also noted in the sales admin area