loyalty program user manual by aitoc
DESCRIPTION
You can motivate and reward customers to spend more by offering a discount program based on the total spending for a certain period of time, for a certain membership duration or purchase volume.TRANSCRIPT
Loyalty ProgramBenefits of implementing a loyaltyprogram are many – from enhancingyour sales to keeping your customerssatisfied. Now you can easily introducea loyalty program with this module.
The extension enables you to:Provide discounts based on the total spendingfor a certain period of time, with the periodbeing calculated from the date of a specificpurchase;
Provide discounts based oncustomers' membership duration;
Provide discounts based onpurchase volume;
Add new page in logged-in Customer’saccount where Admin can publish informationabout discounts and coupons available to theCustomer based on a set of criteria.
Developed by AITOC, Inc.www.aitoc.com
TABLE OF CONTENTS
Loyalty Program Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 2 / 11
1. How to activate the extension………….……………………………………3
2. Create a shopping cart rule…………….……………………………………4
3. Additional conditions set.....…………………………………………………5
4. New conditions.….……………….…………..…………………………….….6
5. New conditions detailed.……….……….…..……………………………….7
6. Surcharge……...………………………………………………………………..8
7. Display Options ………………….…………………………………………..10
8. Available Specials …………………………………………………………...11
To activate extension go to
System > Manage Aitoc Modules
tick the box and press “Save
Module Settings”
Page 3 / 8
1. How to activate the extension
Loyalty Program Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 3 / 11
2. Create a shopping cart rule
To create a coupon/shopping
cart rule, using our module,
please go to Promotions >>
Shopping Cart Price Rules
Loyalty Program Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 4 / 11
And then click
"Add New Rule"
button.
3. Additional conditions set
Loyalty Program Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 5 / 11
Our module adds a set of
conditions called "Customer
data subselection". Once you
choose it, you will be able to
add the new conditions
Loyalty Program extension
provides.
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4. New conditions
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Three conditions are added with the "Customer data sub-selection" set:
1) Amount spent during period (Amount spent during last). With this condition you can indicate how
much a customer needs to spend for a certain period of time, with the period being calculated from
the date of a specific purchase (e.g. last 1 month, last 3 months, last year, all time, etc) to get a
discount. The system will calculate how much the customer spent during ("today's date" minus "the
period you indicated") and will provide discount if the customer reaches the target amount. This way
you will stimulate customers who make regular (not mandatory large) purchases to come back to your
site, not just any site that sells the same goods.
2) Period of membership (customer's membership period). With the help of this condition you will be
able to reward customers who stay with your business for a long time (if you want to, of course:)).
3) Average order amount during period (Average order during last). With the help of this condition you
can motivate customers to make larger purchases. The system will calculate average order amount
during ("today's date" minus "the period you indicated") and will provide discount if the target amount
is reached.
Please note that these conditions work only for registered members.
5. New conditions detailed
Loyalty Program Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 8 / 11
At the "Actions" subpage we added
possibility to surcharge members (e.g. if
the order amount is too small). There are
three surcharge options – “Fixed
amount surcharge“, “Percent of product
price surcharge“ and “Fixed amount
surcharge for whole cart”. Surcharge is
(or is not) applied based on the
conditions that you indicated on the
"Conditions" page.
6. Surcharge
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If you choose a surcharge option,
please enter the surcharge
amount (or percentage) in the
"Discount amount" field.
Surcharge can be applied to both
guests and registered members.
---IMPORTANT---
If you would like to apply a fixed amount
surcharge ONLY ONCE per order (not per each
ordered item, which is standard for Magento),
please choose “Fixed amount surcharge for
whole cart” in the “Apply” dropdown.
6. Surcharge
Loyalty Program Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 10 / 11
If you set the “Display the rule in
customers’ account” setting to “No”
(which is default), the rule will not be
displayed on the front end.
Please use the “Please describe the
rule conditions” field to explain your
customers how to get the discounts.
With the module we also added “Display Options”
tab, with the help of which you can display
shopping cart price rules and coupon codes in
customers’ accounts (we added “Available
Specials” page there). The rules and codes will be
displayed only for those customer groups for
which they were created.
7. Display Options
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With the module we also added “Available
Specials” tab in customers’ accounts,
where customers will be able to see
available discounts (if enabled by admin).
8. Available specials
Thank you for your interest in AITOC’s extension for Magento.
To buy this extension and browse through other useful modules, please visit our website http://www.aitoc.com/en/magento.html
May you have any questions, please contact [email protected]
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