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Upsell Funnel Builder for WooCommerce

February 24, 2020 by sanjeev maurya

search_image
  1. Overview
  2. Installation
    1. Free Version
    2. Premium Version
    3. License Activation
  3. General Settings
  4. Global Settings
    1. Pre Bump
    2. Post Bump
  5. Order Bump Settings
    1. Pre Bump List
    2. Save Order Bump Settings
      1. Order Bump Settings
      2. Order Bump Offer
      3. Appearance
  6. One-Click Settings
    1. Post Bump List
    2. Savel Funnel Settings
      1. Upsell Funnel Settings
      2. Funnel Offers
  7. Store Checkout Settings
    1. Checkout Page
    2. Thank You Page
  8. Shortcodes
    1. Upsell Action Shortcodes
    2. Product Shortcodes
    3. Other Shortcodes
  9. Sales Reports and Analytics
    1. Pre Sales Reports & Analytics
      1. Order Bump WooCommerce Sales - Reports
      2. Order Bump - Behavioral Analytics
    2. Post Sales Report & Analytics
      1. Sales Report
      2. Upsell - Behavioral Analytics
      3. Google Analytics
      4. FB Pixels
  10. WPS Bump Recommendation With Discount
  11. WPS Frequently Bought Together
  12. Plugin Compatibilities
    1. WooCommerce Gift Cards
    2. Subscriptions For WooCommerce
    3. Side Cart Woocommerce
    4. Direct Checkout for WooCommerce
    5. WPML Compatibility
    6. Product Bundles
    7. Wallet System for WooCommerce
    8. FOX – Currency Switcher Professional for Woocommerce
    9. Tutor LMS Product Courses
  13. FAQs
  14. Feedback and Suggestions
  15. Helpful Resources !!
    1. Blogs
    2. Case Studies
    3. Video Tutorials

1.Overview

Upsell Funnel Builder for WooCommerce PRO and Upsell Funnel Builder for WooCommerce provide customers with an unmatched shopping experience with One-Click Upsells, Cross-Sells, Product Recommendations, and order bump offers right where they’re most likely to buy!

Benefits

  • Improved your customer’s personalized user experience
  • Enhanced marketing insights for customer purchases based on behavior & preferences 
  • Higher ROI with less investment cost in marketing 
  • Better value proposition with your competitors 
  • Create offers seamlessly like bundled products, limited period offers, data-driven product recommendations
  • Create WooCommerce order bumps and offer a cart funnel for simple, variable, and subscription products.
  • Track the sale and behavior of every Order Bump Upsell they’ve added to their store.
  • Smart Skip to skip the bump offers if already purchased
  • Offer Upgrade to offer an upgrade on the existing purchase
  • Create multiple WooCommerce bumps to offer funnels
  • Shows upsell offers after checkout, the best time to persuade customers to buy more since s/he has already made a purchase.
  • Track your upsell funnel sales data on Google Analytics and Facebook Pixel.
  • Create a global funnel that triggers regardless of any product or category.
  • Show exclusive offers based on the order email. 
  • View and edit your smart funnels in sandbox mode. 
  • Multiple funnels can be created with offers of your own choice.
  • Custom offer pages can be created with the help of shortcodes. 
  • 8 predefined offer sales funnel templates that are completely customizable with Elementor. 
  • Offers can be purchased with a single click only. 
  • Custom funnels can be scheduled for specific weekdays. 
  • Customizable funnel workflow if the customer accepts or rejects an offer. 
  • Compatibility with all leading page builders. Supports Simple, Variable, Subscription, and Bundled Products.

Watch: How To Create Upsell Order Bumps In Your WooCommerce Store?

2.Installation

We have mentioned the installation process for both the Free and Premium Versions. The customers can refer to the one that is relevant to them. 

It is important to note that before activating the plugin Upsell Funnel Builder For WooCommerce Pro, you should have the Upsell Funnel Builder for WooCommerce – WordPress plugin installed, as the plugin will not function without it.

So, if you don’t already have it, you can download it directly from here:

[Download Zip]

To download the premium plugin which you purchased please follow the below steps:-

  1. Go To https://wpswings.com/my-account
  2. Visit Orders Section

There you will get a License code and a Premium purchased plugin zip file

Download and use it on your website by activating it

Note: You need to have both Free and Pro plugins in order to use them smoothly

2.1.Free Version

Automatic Installation:

Automatic installation is the easiest option handled by WordPress. Follow these steps for automatic installation:

Type “Upsell Order Bump Offer for WooCommerce” and hit Search Plugins. Once you find ‘Upsell Order Bump Offer for WooCommerce’ by WP Swings you can view the details about it such as the point release, rating, and description. One can install it, simply by clicking “Install Now”.

 

Manual Installation:

Manual installation of the plugin is another option to install the plugin in the seller’s WordPress environment. The manual installation method involves downloading our Upsell Order Bump Offer for WooCommerce Extension and uploading it to the web server via their favorite FTP application. The steps for manual installation are as follows:

 1.  Upload the ‘upsell-order-bump-offer-for-woocommerce’ folder to the /wp-content/plugins/ directory.
 2.  Activate the plugin through the ‘Plugins’ menu in WordPress.

2.2.Premium Version

Automatic Installation

Automatic installation is the easiest option handled by WordPress.

  • Download the Upsell Funnel Builder For WooCommerce Pro plugin.
  • Log in to your WordPress Dashboard.
  • Navigate to the sidebar, and click on Plugins.
  • Click on Add New and then click on Upload Plugins.
  • Hit the Browse button choose your downloaded plugin’s .zip file, and click on Install Now.
  • Once installed, Activate the Order Bump plugin.

Manual Installation

Manual installation of the plugin is another option to install the plugin in the seller’s WordPress environment. The manual installation method involves downloading our Upsell Order Bump Offer for WooCommerce Extension and uploading it to the web server via their favorite FTP application. The steps for manual installation are as follows:

  • Upload the ‘upsell-order-bump-offer-for-woocommerce-pro’ folder to the /wp-content/plugins/ directory.
  • Activate the plugin through the ‘Plugins’ menu in WordPress.

2.3.License Activation

To work correctly, the plugin must be installed by following the mentioned steps. 

However, suppose you have purchased the premium version of the plugin and you want the benefit from automatic updates or access to the support platform to receive help from our staff. In that case, you need to activate the plugin. The License Key is sent to you on your email ID.

Also, after Purchasing the premium version, admins can navigate to My Account > Orders > Your Order. There you’ll find the License Key. The License Key is also sent to you on your email ID.

purchase code order bump plugin

To activate the plugin, you have to navigate to the “License” tab, here you can enter the “License Code”, and click on the “Activate” button.

 

3.General Settings

general settings funnel builder

  • Enable Upsell Order Bumps: Here you can enable/disable the extension, for the smooth working of the upsell order bump features.
  • Skip for Same Offer: By enabling this feature the order bump upsell offer will be disabled if the offer product is already present in the cart.
  • Offer Price Format: Choose how you want to display the offer price. You can select between Regular Price Offer Price and Sales Price Offer Price.
  • Smart Skip if Already Purchased: This feature will allow you to skip the order bump offer for those customers who have already purchased the offer product in previous orders making this a one-time exclusive offer.

smart skip

Click on Save Changes to save the settings.

4.Global Settings

The global settings of the Upsell Funnel Builder for WooCommerce is divided into two sections i.e. Pre Bump and Post Bump. There are dedicated settings for both of these sections. 

4.1.Pre Bump

global settings - pre bump

  • Enable Permalink On Product Title And Image: 

By enabling the permalink option from the Global Settings, your customers can view the bump offer product in detail.

  • Shortcode Order Bump:

Merchants can utilize this shortcode- “[wps_bump_offer_shortcode]” to display bump offers on any page. 

  • Enable Popup Exit-Intent: Premium 

Admins can enable this setting to display the sales pop-up screen of the WooCommerce upsell product image when the customers are exiting your website. 

  • Bump Offer Appearance: Premium

Select this feature to display the product title or image with a pop-up or without a pop-up window at the WooCommerce checkout pop-up page. 

  • Offer Product Permalink Target Attribute: Premium

WooCommerce upsell popup feature offers two options:

  • Open the product page in the same frame within a popup
  • Open the product page in a new tab.
  • Offer Target Dependency:

Select the dependency of the offer product to be automatically removed or not when the target product is removed from the cart.

  • Offer Location:

From here, you can set the location of the offer section on the checkout page. You can choose to display the offer Before Payment Gateway, After Payment Gateway, Before Order Summary, or Before Place Order Button.

multiple locations

  • Enable FBT Location: Premium

Admins can enable this setting, to make the “frequently bought together” offer’s location dynamic. 

  • Frequently Bought Together Location: Premium

Using this setting, the admin can select where over the product page, he wants to display the “frequently bought together” offer. There are different options available. 

  • AB Testing:

Merchants can use this feature to get a chance to see which of the order bump offers are working in their favor and which ones not are serving or meeting the requirements of their WooCommerce store.

  • Restrict Woo Coupons:

Enable this feature if you want to remove any other applied discount coupons from the cart item.

  • Enable Arrow Feature:

Enable this feature to show an arrow on the offer checkbox to emphasize the offer and make it attractive to customers. Transform the arrow into various colors and catch your user’s attention while browsing.

Frontend Representation: 

arrow frontend

  • Enable Delete All Data On Uninstall:

Merchants can enable this setting to delete all the mentioned data when the plugin is uninstalled.

  • Enable Cart Upsell:

Merchants can enable this settings, and show order bumps on the cart page. 

  • Cart Upsell Offer Location:

They also get a chance to choose the location of bump offers, You can display them “Before Order Summary”, “Before Payment Gateways”, “After Payment Gateways”, or “Before Place Order Button” or the admins can also incorporate bump offers across the website as per their requirements, using this [wps_bump_offer_shortcode] shortcode. This increases the accessibility of the bump offers, further increasing the overall user experience. 

cart upsell location

  • Multiple Order Bumps Count:

Enter the number of order bump counts you want to show on the checkout upsell WooCommerce page. If you add different offer products for a similar target product, those offer products will be displayed to the user at the checkout page.

  • Set Custom Order Success Page:

This setting enables the admins to create a custom order success page, as per their liking. For doing so the admin can create a page first. Click on the “from here, create a custom order success page”, After clicking you will be redirected to the section from where you can create a new page or utilize the existing one. After successfully creating a page, you will have to click on the “quick edit” button, to get the “slug” of the created or existing page. 

slug quick edit

Now, just copy the slug, and paste it into the field. After doing this, you and your customers will see the checkout success page that you have customized. 

  • Global Custom CSS: If you want to add some custom styling, you can do it by adding custom CSS here.
  • Global Custom JS: If you want to add some custom UI functionality, you can do it by adding custom JS here.

Click on Save Changes to save the settings.

4.2.Post Bump

global settings - post bump

  • Payment Gateways:

This is very important for Upsell offers. You can set up the supported payment gateways here. Here you can set up and manage the payment gateways for this plugin.

payment gateway setting

Here is a clear explanation of the payment gateways: 

mutliple payment gateways

  • Stripe Settings:

The plugin provides a new stripe integration that you can set up. Stripe requires public and secret keys which you can get from the Stripe Dashboard.
Gateway flow:   checkout ➝ stripe payment ➝ upsell offer ➝ thank you.

  • PayPal Settings:

This WooCommerce funnel plugin works with WooCommerce Paypal Payments.
In WooCommerce PayPal Payments, the customer is redirected to the PayPal page to complete the transaction. WooCommerce PayPal Payments needs API-level credentials such as API Signature, API username, and API password.
Gateway flow:   checkout ➝ PayPal payment ➝ upsell offer ➝ thank you.

  • Authorize.net Credit Card:

The plugin provides a new Authorize.net Credit Card Integration. Authorize.net requires an API Login ID, API Transaction Key, and API Signature Key.
Gateway flow:   checkout ➝ authorize payment ➝ upsell offer ➝ thank you.

  • Braintree:

The plugin provides integration with Braintree. You need a Public Key, Private Key, and Merchant ID to set up Braintree.
Gateway flow:   checkout ➝ Braintree ➝ upsell offer ➝ thank you.

  • Square:

Go to the Configure Settings page and connect your Square account.
Gateway flow:   checkout ➝ square payment ➝ upsell offer ➝ thank you.

  • Paystack:

WooCommerce upsell plugin is compatible with Paystack.
Gateway flow:   checkout ➝ paystack payment ➝ upsell offer ➝ thank you.

  • Cardcom Settings:

The smart funnel plugin provides an integrated Cardcom gateway to charge for Upsell Orders.
So if you want to use Cardcom, you must use Cardcom provided with the plugin. Cardcom needs a CVV terminal number and API username in order to work.
Gateway flow:   checkout ➝ Cardcom ➝ upsell offer ➝ thank you.

  • Vipps:

The plugin is compatible with Vipps
Gateway flow:   checkout ➝ Vipps ➝ upsell offer ➝ thank you.

  • Manual Payment Methods:

The plugin also supports manual WooCommerce payment methods.
Thus, the merchants can now accept payments through offline methods that include:
1. Direct Bank Transfer or BACS
2. COD
3. Check Payments

  • Mollie:

The custom funnel plugin supports integration with Mollie.
Gateway flow: checkout ➝ authorize payment ➝ upsell offer ➝ thank you. 

Note: All these credentials are provided by the Payment Gateways. Also, in the case of a redirection-based payment gateway such as PayPal or CardCom the customer is redirected to another page to complete the payment process. 

As a result, payment will be made for both the product in the cart and the upselling product.

  • Free Order Upsell: Premium

When this feature is enabled, the upsell funnel can trigger even if the cart total is zero. This allows upsell offers to appear during checkout regardless of whether the customer’s order total is zero.

  • Remove Style from Offer Pages:

Remove the theme and other plugin styles from the offer page. (Note: This does not apply to the custom offer page.) 

  • Pop-up on Exit Intent: 

Enable the Pop-up on exit intent and customize the message according to your needs. 

After that, the pop-up will be shown to users when they try to exit the page during an upsell offer.

Note: You can only customize the message and enable the Accept/Decline Button in the pro version of the upsell plugin

exit intent accept reject offer

They can simply Accept or Reject the offer and proceed with their checkout.

  • Accept/Reject Button for Exit Intent: Premium

Enable the Accept and Decline buttons to appear on the pop-up of Exit Intent. 

  • Upsell Exit Intent Message: Premium

Write Your custom message to show on the upsell Exit Intent Pop-up Upsell. 

  • Upsell Redirect On Offer Expire Link: Premium

Add URL to redirect the user when an Upsell Offer expires. 

redirect users when offer expires

  • Global Offer Product:

Set the Global Offer Product. When no offer product is set, the global offer product will be visible when the admin simply views the Custom offer page.

 (Note: Applicable only for custom offer pages in sandbox view, not for Offers that come post-checkout). 

  • Global Offer Discount:

Set a Global Offer Discount on the product price. 

(Note: Applicable only for custom offer pages in sandbox view, not for Offers that come post checkout).

  • Upsell Actions Message:

This message is displayed along with the loader whenever a customer accepts or rejects the upsell offer. 

  • Global CSS and JS:

Write your custom CSS and JS for the offer page without any script and style tags.

  • Enable Stripe Notice For Checkout Page: Premium

By enabling this setting, you can showcase the stripe notice over the checkout page. 

  • Enter Stripe Checkout Notice: Premium

You can modify the notice that will be shown on the checkout page when the stripe is selected as the payment option. 

And last, don’t forget to hit the Save Changes button.

5.Order Bump Settings

order bump settings

5.1.Pre Bump List

With Upsell Funnel Builder, you can create or begin implementing the functionality of WooCommerce order bump in your store.

Each workflow consists of a sequence of features, such as creating new bump offers, bump lists, global settings, and offering background colors. 

  • In the Bump List section, the admin can start creating Order Bumps by clicking on the ‘Create New Bump‘ button.
  • NOTE: Only the first Order Bump will work. Please activate the PRO version to make it all work.

order bump settings - pre bump

5.2.Save Order Bump Settings

5.2.1.Order Bump Settings

create new order bump

duplicate order bump

(This is how your order bump offer will look after creating it. The admins can easily clone/duplicate the created bump offers to create a similar one.)

You’ll get these options after clicking on the “Create New Order Bump” button: 

order bump settings - create bump settings

  • Name Of The Order Bump:

Enter the name of your order bump offer.

  • Priority Of The Order Bump WooCommerce:

Decide the priority of your bump offer funnel next to this option. 

priority for bump offers

Note: Do not use the same priority for multiple order bumps. 

priority for bump offers settings

  • Set Minimum Cart Value For Order Bump:

WooCommerce Store Owners can set minimum cart value for individual products, categories, vendors, and total cart value using Order Limits. This feature ensures that the Minimum order amount is met. You can enter a minimum order value in Cart and Checkout, this enables you to offer your clients products per your specified criteria. 

minimum cart value for order bump

How to add an upsell on the checkout: Upsell Order Bump Offer For WooCommerce || 2024

  • Select Target Products: 

Enter the target product here. When the customer purchases, the targeted product the order bump upsell offer will be shown.

  • Select Target Categories: 

Enter the product categories. You can select multiple categories here. This will trigger the WooCommerce order bumps offer if the customer buys a product from any of these selected categories.

  • Select roles to exclude:

Use this setting to exclude roles, for which, you don’t want to display the bump offer. 

  • Order Bump Schedule:

Schedule your Bump Offers for selected days or daily.

order bump scheduling

  • Smart Offer Upgrade: Premium

Smart Offer Upgrade helps you display an upgrade for the initial product as an order bump upsell offer. If the customer accepts the offer, the initial product will be replaced with the upgraded product.

  • Exclusive Limits: Premium

Merchants can enter the limit of the number of times a WooCommerce bump offer funnel is triggered for a customer. Enter a number beside the “Exclusive Limits” option which will represent how many times a funnel is triggered.

Note: Enter 0 if you don’t want to set any limit.

  • Global Order Bump: Premium 

Enable this option if you want your funnel to trigger every time a product is added by a customer to the cart. 

  • Countdown Timer: Premium 

Using a Countdown Timer on offers can help you create urgency in the WooCommerce store and scarcity in your products, which is one of the best ways to increase conversions and sales. With WooCommerce order bumps offer timer, customers are more inclined to act quickly and make a purchase, since they are anxious that your products might not be available in the future.

  • Evergreen Timer: Premium

This is a type of countdown timer but with variation. The admin can utilize this Order Bump feature to incorporate an evergreen timer on the checkout page, which automatically resumes whenever the page is refreshed. But, there’s a catch here, the timer will resume at the exact time the admin inputs, while enabling this feature. 

When the admin enables this feature, he is asked to “set the time in minutes”, This means he can select the time to which he wants the timer to resume when the checkout page is refreshed. 

  • Product Gallery Image Slider: Premium

This feature allows you to add the product image with a slider at a particular order bump. 

Carousel On Offer Image

  • Meta Forms: Premium

You can add custom fields to the checkout form with the help of the Meta Form option. 

To add a field you need to fill in the following details:

meta forms order bump settings

 

  • Name: Enter the name of the field.
  • Placeholder: Provide a placeholder for the expected value in the form field.
  • Description: A short description of the field.

Type: Choose the type of input you want from the customers. The input types allowed are number, text, checkbox, date, and month.

5.2.2.Order Bump Offer

Offer Section Settings:

offer section - order bump settings

After adding all the details, scroll down and go to the Order Bump Offer section to attach an offer that suits your customers’ needs. 

  • Offer Product: Choose the offer product you want to give as an Order bump Upsell offer.
  • Offer Price/ Discount: Select the discount type. You can provide the discount in two ways:
    • Discount %: If you want to discount the product in percentage, select the price type as Discount % and enter the percentage scale. Example 20 or 25.
    • Fixed Price: Enter a fixed price for the offered product without the currency. Make sure the offer price is less than the original price.
    • No Discount: Choose this option if you don’t want to offer any discount on the WooCommerce bump offer product.
  • Offer Image: Merchants can upload custom images to their upsell bump offers that resonate with their brand goals

Offer Quantity Section: Premium

After adding all the details, scroll down and go to the Order Bump Offer section to attach the offer quantity that suits your customers’ needs.

offer quantity section - order bump settings

 

The Offer Quantity section allows your customers to select the quantity of bump offer products.

Under this section you’ll find the following options:

  • Enable Offer Quantity: To enable the Offer Quantity Section press the toggle button beside this option.
  • Quantity Fixed/Variable: Now you can either keep the fixed or variable. If you’re keeping the quantity variable you have to specify the Minimum Quantity and Maximum Quantity.

Offer Coupon Email Section: Premium

Admins can utilize this feature, to reward the customers, when they make a successful bump offer purchase.

Offer Coupon Email Section - order bump settings

 

The coupon email section allows the admins to select the products for which, they want to issue discount coupons. 

  • Enable Coupon Email Offer: Admins can enable this setting, to offer discount coupons via emails to the customers.
  • Select Coupon: Enter the products, for which, you want to issue the discount coupons.

5.2.3.Appearance

You get three tabs here in this section, 

  • Template: For the free version, you can select any one of the three default offer templates we provide.
    If you installed the premium version of the plugin, you get access to 10 + templates.

appearance - template - order bump settings.

 

 

  • Design: You can customize the template design according to your requirements. You can customize the Bump Offer Box, Discount Section, Product Section, Accept Offer Section, and Offer Description Section. And also preview the real-time changes in the template.

appearance - design - upsell funnel builder

 

  • Content: You can update the content of the offer template like the Discount Title, Product Description, Lead Title, and Offer Description, in this section.

appearance - content - order bump settings

 

After completing the setup, make the Order Bump Offer Live by enabling the toggle button.

Click on the Save Changes button after making the order bump offer Live and proceed to the next step. 

Frontend Representation Of The Bump Offer Over The Cart Page,

Bump Offer Over The Cart Page

6.One-Click Settings

In this section, you can create new funnels that will take action on your WooCommerce store when a purchase happens.one-click settings

6.1.Post Bump List

To create a new WooCommerce funnel, go to the Funnel List section. This section displays the list of all funnels you have created. If you want to create a new funnel, click on the Create New Funnel button.

When you click on Create New Funnel, you’ll be asked to add the details about your smart funnel.

post-bump list - one click settings

6.2.Savel Funnel Settings

6.2.1.Upsell Funnel Settings

 

save bump list - one click settings

 

  • Name Of The Funnel: Add a name you want to give to your sales funnel. 
  • Minimum Cart Amount: Premium

Enter the minimum cart amount to trigger the funnel.

  • Select Target Product(s): Select one or more products as a target product. Whenever a customer purchases a target product, the funnel will come into action.
  • Select Target Categories: Select the target categories of the product. Whenever a customer purchases a product from that category, the funnel will come into action.
  • Funnel Schedule: Schedule your custom funnel for specific weekdays or let them execute daily.
  • Global Funnel: Click on this toggle button and enable it if you want to turn this funnel into a global funnel.
    A global funnel doesn’t depend on any target product or category. So if you want to trigger this funnel always, enable this feature.
  • Exclusive Offer: By enabling this setting, you can create exclusive one-time upsell offers on your store to raise urgency among your customers.
    The Exclusive Offer will make your post-purchase upsell offers visible to the customer once. This setting works for the billing email.
  • Smart Offer Upgrade: By enabling this feature, you can offer an upgrade product to the customers after the purchase is done.
    If they accept the upgrade offer, the initial product will be replaced by the offer product. Note: The Smart Offer Upgrade feature doesn’t work if the Global Funnel feature is enabled for a similar funnel.
  • Show Form Fields: This Option Allows you to create custom form fields on the offer page, Applicable to the first offer only.
  • Frequently Bought Offers: The plugin allows the merchants to add additional offers on the post-purchase upsell offer page. To add additional products perform the following steps:

frequently bought together backend

  1. Visit the Funnel List to add additional products to previous funnels or new funnels.  
  2. Now scroll down towards the Frequently Bought Offers portion. 
  3. Enable the slider switch beside Frequently Bought Offers to add frequently bought products. 
  4. Now enter the additional product in the input field next to the Frequently Bought Offers Product.

frequently bought offers

Note: The Frequently bought offers will only be visible on the first offer of the smart funnel.

  • Enable AB Testing: To create an A/B Test, you must install the Elementor Page builder, after the installation – 
  1. Navigate to the Elementor dashboard and create a new customized template.elementor funnel creation and customize
  2. After customization save the template and copy its URL.
  3. Navigate to the funnel section and enable the A/B testing Method to paste your Elementor template URL.ab testing method

That’s it. Now the a/b testing will be running between your customized template and between the template that you’ve selected in the offer section.

duplicate specific funnel

You can click on the A/B testing result button to see how your A/B testing funnel performed using various matrices like Trigger Count, Success count, Offer Viewed Offer Accepted Offer Rejected Offers Pending, etc.

 

upsell behaviour analytics

6.2.2.Funnel Offers

You’ll be asked to fill in these details once you click on Add New Offer: 

funnel offers

  • Offer Product: Select the product you want to feature in the offer.
  • Offer Price/Discount: Enter the new offer price or specify the discount percentage.
  • Offer Image: Choose an image to represent your offer.
  • After ‘Buy Now’ Go To: Select the page where users will be redirected after accepting the offer
  • After ‘No Thanks’ Go To: Select the page where users will be redirected after rejecting the offer 
  • Offer Template: Once you’ve filled out the details, you can choose a funnel template that suits your needs. 

templates

  • Offer Custom Page Link:  If you prefer not to use any built-in templates, you can create a custom offer page and customize it using the shortcodes provided in the Shortcodes section. Once done, simply add the link to your custom page here to use it.

After setting up your offer, click on the Sandbox toggle button to make the Upsell Funnel Live and click on the Save Changes button. 

7.Store Checkout Settings

In this tab, the Upsell plugin lets you customize your checkout and thank you pages however you like. 

You can hide, disable or rearrange fields, so only the ones you need are shown, making the process smoother.

store checkout settings - upsell funnel builder

 

Click the button in the respective sections to enable the checkout and Thank You pages. Then, select any page to start customizing it. You can also preview your customized pages before enabling this feature by clicking the “Preview” button.

7.1.Checkout Page

checkout settings - store checkout settings.

As shown in the screenshot above, the admin can customize the checkout page by modifying billing and shipping information fields, adjusting other settings, and configuring payment gateways. 

As shown in the screenshot above, the admin can customize the checkout page by modifying billing and shipping information fields, adjusting other settings, and configuring payment gateways. 

They can easily drag and drop to show or hide fields. After making the desired changes, the admin can click the “Save” button in the upper right corner to save or reset the customizations.

Frontend Representation:

I have hidden all the fields except for Billing First Name and Billing Country, so only those fields will be visible to users on the front end.

checkout page front end

  • Add Dynamic Shipping Price on COD, Wallet, and Stripe

upsell shipping

Now, you can put the Shipping price on Cash on Delivery, Wallet, and Stripe while making the WooCommerce one-click checkout by using this latest feature. Letting customers know the accurate accounting of every penny on checkout may increase your AOV and sales.

To add the shipping price for a specific product, navigate to that product under Products, then select General > Upsell Settings > Upsell Shipping Price, and enter the price.

7.2.Thank You Page

thank you page settings - store checkout page


Similarly, on the Thank You page, you can customize the header text, add content before the order details, include content after the order details, and add content after the billing and shipping addresses.

8.Shortcodes

 

shortcodes for upsell offers

This extension provides some advanced shortcodes to design custom funnel offer pages for your brand. 

All that you have to do is just use the suitable shortcodes on the custom page. 

Here we are providing three types of shortcodes :

8.1.Upsell Action Shortcodes

  • Buy Now: This shortcode is used for the “Buy Now” link. In HTML use it as href =”[wps_upsell_yes]” in the anchor tag. 
  • No Thanks: This shortcode is used for the “No Thanks” link. In HTML use it as href =”[wps_upsell_no]” in the anchor tag.

8.2.Product Shortcodes

  • Product Title: This shortcode returns the product title. Use it as [wps_upsell_title].
  • Product Description: This shortcode returns the product description. Use it as [wps_upsell_desc]. 
  • Product Short Description: This shortcode returns a short description of the product. Use it as [wps_upsell_desc_short]. 
  • Product Upsell Shipping Price: This shortcode returns an Upsell Shipping Price. Use it as  [wps_upsell_product_shipping_price].
  • Product Image: This shortcode returns a product image. Use it as [wps_upsell_image].
  • Product Price: This shortcode returns the product price. Use it as [wps_upsell_price]. 
  • Product Variation: This shortcode returns product variations. Use it as [wps_upsell_variations].

8.3.Other Shortcodes

  • Star Rating: This shortcode returns the star rating. It can be used as [wps_upsell_star_review=4.5].
  • Offer Quantity: This shortcode returns the offer quantity field. You can restrict the customer to select the quantity offered. Use it as [wps_upsell_quantity max=4 min=1]. The default quantity is max=3 and min=1. 
  • Urgency Timer: This shortcode returns the urgency timer. You can specify the timer limit as [wps_upsell_timer minutes=5]. After the timer is over, the No Thanks Upsell action will be triggered.

9.Sales Reports and Analytics

The admin can get access to the Upsell Funnel Builder Sales Report. This section is divided into two sections – Pre Sales Report and Post Sales Report by navigating through the following steps, sales report setting

9.1.Pre Sales Reports & Analytics

After clicking on the “Pre Sales Reports & Analytics” section, you will be redirected to this section, 

9.1.1.Order Bump WooCommerce Sales - Reports

Order Bump WooCommerce Sales Reports

Click on “Visit Here” to check the order bump offer reports for a specific period. 

Here you can check:

Order Bump Sales - Reports

  • Net Order Bump Sales: This is the sum of the order bump item total after any refunds(whole order refunds) and excluding shipping and taxes.
  • Order Bump Orders Placed: Total order bump orders placed on the set time period.
  • Order Bump Items Purchased: Total number of order bump items purchased on a set time period.
  • Order Bump Refunded Items: Total order bump refunded items from fully refunded orders.

9.1.2.Order Bump - Behavioral Analytics

You can track the behavior of every order bump you’ve created through this feature. Just navigate to your WordPress dashboard Order Bump > Sales Reports and Analytics and you’ll find a report named Order Bump – Behavioral Analytics there.

This report shows: 

Order Bump Behavioral Analytics

  • Name: Name of your order bump.
  • View Count: Number of times customers the order bump offer was viewed.
  • Success Count: Number of times the order bump offer was purchased
  • Offer Accept Count: Number of times customers accepted the order bump offer
  • Offer Remove Count: Number of times an offer was removed after getting accepted
  • Conversion Rate: Conversion Rate is the ratio of Success Count by View Count.
  • Total Sales: Total amount of sales of the order bump offer

9.1.2.Post Sales Report & Analytics

After clicking on the “Post Sales Reports & Analytics” section, you will be redirected to this section, 

9.1.2.1.Sales Report

Create a sales report for the products in your store including or excluding items based on net sales, orders placed, orders purchased and refunds, name of order, view count, conversion rates, and total sales, and generate your report with a click.

Navigate to the Report, Analytics, and Tracking Section,

Navigate to the Report, Analytics, and Tracking Section,

Click here to check the upsell reports for a specific period.

upsell report

Here you can check:

  • Net upsell sales: This is the sum of the upsell item totals after any refunds (whole order refunds) and excluding shipping and taxes. 
  • Average net daily upsell sales: Daily average of total upsell sales on the set time. 
  • Upsell orders placed: Total upsell orders placed on the set time. 
  • Upsell items purchased: Total number of upsell items purchased on the set time. 
  • Upsell refunded items: Total upsell refunded items from fully refunded orders.

9.1.2.2.Upsell - Behavioral Analytics

upsell behaviour

This report shows you the data of every individual custom funnel. With this report, you can check the performance of the funnel, its offers, and its success rate.

Here are the metrics this report shows:

  • Funnel Name: Name of the funnel. 
  • Trigger Count: Number of times a funnel has been triggered 
  • Success Count: Number of times a Funnel is Successful. A Funnel is considered successful if any of its Offers are accepted. 
  • Offers Viewed: Number of times the offers in the funnel were viewed by the customers. 
  • Offers Accepted: Number of times the offers in the funnel were accepted by the customers. 
  • Offers Rejected: Number of times the offers in the funnel were rejected by the customers. 
  • Offers Pending: Number of times the offers in the funnel were viewed but no action was taken by the customers or they simply closed the browser window and left. 
  • Conversion Rate: Percentage ratio of Success count vs Trigger Count. 
  • Total Sales: Total amount of sales of Upsell Offer Items generated by the smart funnel ( including refunds if any)

9.1.2.3.Google Analytics

 

google analytics upsell funnel

Analyze all sorts of insights of your website by using google analytics. It provides a wide range of useful insights into how people use your website.

With this, you can gain a comprehensive and easy-to-understand glimpse at a variety of relevant factors which will help you to increase the overall sales of your business.

  • Google Analytics ID: Enter your Google Analytics tracking ID. You can find it by logging into your Google Analytics account. 
  • Enable Global Site Tag: Add Global Site Tag “gtag.js” to your website. Note: Only Enable this when you are not using any other Google Analytics tracking on your website. 
  • Enable Purchase Event: This will trigger the Google Analytics purchase event for parent orders and upsells accordingly

Note: Make sure you disable your Purchase event if you are using any other Google Analytics tracking on your website else it will track data twice. 

Please check the “Other Tracking Plugins Compatibilities” section by clicking on the arrow above it.

9.1.2.4. FB Pixels

 

fb pixel upsell funnel

  • FB Pixel ID: Enter your Facebook Pixel ID here. You can fetch your Pixel ID from here. 
  • Enable Pixel Base Code: Add Facebook Pixel Base Code to your website. 

Note: Only Enable this when you are not using any other Facebook Pixel tracking on your website. 

  • Enable Purchase Event: This will trigger the Facebook Pixel purchase event for parent orders and upsells accordingly

Note: Make sure you disable your Purchase event if you are using any other Facebook Pixel tracking on your website else it will track data twice. 

Please check the “Other Tracking Plugins Compatibilities” section by clicking on the arrow above it.

10.WPS Bump Recommendation With Discount

With this feature of the WooCommerce Upsell plugin, the merchants can set bump recommendations for different products listed on their platforms, which will reflect when the customer adds a product to their cart. This is the ultimate upselling hack for boosting sales. 

wps order bump recommendations tab

The admin can enable this setting by going to the “Edit product” page of the particular product. After that scroll down to find the “WPS Bump Recommendation” section, here you can enable this feature. After enabling the feature, you can now enter the “products to sync this with”, you can add up to 3 products that you want to show as product recommendations. 

The admins can also add discounted prices for the product recommendation section. There are two kinds of discounts that the admin can choose from – fixed discount and percentage discount. This enables admins to set a discounted price for the existing prices for these products. 

  1. Enable Recommendation On Product Page: Enable this setting to display the product recommendations over the product page. 
  2. Enable Recommendation On Cart: Enable this setting to display the product recommendations over the cart page. 
  3. Select Product To Be Recommended: Use this option to enter the products that you want to display, by using the recommendation feature. 
  4. Offer/Discount: Admin can choose from a “fixed/percentage” discount and also enter the discount that he wants to give to the customers.

Frontend Screenshot for Product Page: 

Order Bump Recommendation Products

Frontend Screenshot for Cart Page: 

Frontend Screenshot for Cart Page for order bumps

 

11.WPS Frequently Bought Together

Enable Frequently Bought Together settings in order bump

With this feature of WooCommerce order bump, merchants can showcase a list of products that are ‘frequently bought together’ so that their customers can consider buying those products, increasing their eCommerce store’s revenue.

  • Enable Frequently Bought Together: The admin can use this setting to enable this feature. 
  • Set Title: You can also change or modify the name of this bump offer, at your convenience.
  • Select The Product Type: The type of products that will be combined in this bump offer can also be selected. 
  • Select Product For Frequently Bought Together:  The products that will be shown can also be entered.
  • Select Position Box: The position of the box is also dynamic, which means the admin can choose the position of the box
  • Image Size: The size of this bump offer can also be selected.  
  • Set Custom Text: The admin can choose any custom text that he wants to show.
  • Offer/Discount: Admin can choose from a “fixed/percentage” discount and also enter the discount that he wants to give to the customers.  

Frontend Screenshot: 

WPS Frequently Bought Together frontend view

 

12.Plugin Compatibilities

With the Upsell Funnel Builder plugin, you can also use additional plugins for enhanced features: 

12.1.WooCommerce Gift Cards

The Upsell Order Bump Offer plugin is compatible with the Ultimate Gift Cards For WooCommerce Free and Gift Cards For WooCommerce Pro which allows your customers to redeem their gift cards and earn even more discounts. This will allow the merchants to offer more payment options to their customers for the bump offers.

Try The Free Version Of  Ultimate Gift Cards for WooCommerce 

12.2.Subscriptions For WooCommerce

The Upsell Order Bump plugin is compatible with the Subscriptions For WooCommerce Free and Subscriptions For WooCommerce Pro allows your customers to create offers on subscription products. 

Try The Free Version of Subscriptions for WooCommerce 

12.3.Side Cart Woocommerce

Order Bump Plugin is compatible with the Side Cart WooCommerce plugin. This compatibility enhances the customer experience of your website. Previously, the customer had to navigate to the cart page to make additions to his existing purchases. After the implementation of this compatibility, they can do this while being on the shop page. All the themes that include the side cart functionality will also work seamlessly.

Frontend Representation – 

side cart compatibility

12.4.Direct Checkout for WooCommerce

WooCommerce order bump is compatible with Direct Checkout for WooCommerce, simplifying the checkout process. With Direct Checkout, the admins can easily convert into a one-click process & customer decision to direct sale. This further helps with the upselling and cross-selling process.

12.5.WPML Compatibility

The Upsell Order Bump Offer plugin is compatible with most of the popular themes and plugins you require. This will enable your users to access content in their native language.

To initiate the translation process, just you have to first extract all your plugin-based strings effectively and then proceed with the following steps-

  • First head on to your WordPress Backend and then navigate towards WPML > Themes Plugins Localization.
  • After that select your specified plugin from the list of plugins available there and hit on Scan Selected Plugins for Strings.

create po file

  • As the scan progresses and completes, thereby you receive the total number of your plugin-based required strings that can be translated into numbers.
  • Then click on the number of strings that are highlighted in front of your plugin name to initiate the process further.
  • After that, you’ll be routed to a page with a list of all the plugin’s strings, from which you can then translate every one.
  • When you arrive at this page, tap the + button beside each string in a sequence to manually process and select a string for the translated version. A pop-up window will appear, spurring you to input the substring translated version.

wpml compatible

  • Once you’ve finished writing the translation, it will be automatically saved, and then when the customer chooses a different dialect, the English translation of the string will appear.

In this way, you can effectively translate all your plugin-based strings and hence enjoy multilingual integration benefits. So whether it is in Arabic or Hebrew language, the Upsell Order Bump Offer plugin will support it.

12.6.Product Bundles

The WooCommerce Upsell Plugin is compatible with WooCommerce Product Bundles Plugin too which is designed to help store owners create outstanding deals by bundling existing simple, variable, and subscription products. It’s a great way to make cross-selling easier in your WooCommerce store.

12.7.Wallet System for WooCommerce

The WooCommerce One Click Upsell Plugin is compatible with Wallet System for WooCommerce Free and Wallet System for WooCommerce Pro. It shows upsell offers to customers when they use a wallet as a payment method.

12.8.FOX – Currency Switcher Professional for Woocommerce

Our upsell WooCommerce Pro plugin is compatible with Currency Switcher for WooCommerce. It allows you to change the currency of your upsell product offers and their shipping prices to any currency type you prefer.

fox currency switcher

12.9. Tutor LMS Product Courses

The compatible with Tutor LMS allows you to create, manage, and sell eLearning courses on WordPress. With this compatibility, you can convert your courses into a paid product and run upselling and cross-selling funnels.

13.FAQs

Can I add more templates as per my website design?

Yes, you can add more than one template with different designs and colors. In the free version, we have provided two free templates, and in the premium version more than 8+ templates have been added, and more are coming soon.

If you want to make or build your own template with us, you can connect to our support team as template designs convert your sales

What is Offer Appearance?

In the offer appearance of the order bump you can show offers in two types, one is a simple offer in a static format and the other is in the form of a pop-up. Whatever suits your users you can use as per need. This Simple Offer feature is only available in the premium version of the plugin

I installed the plugin, created Bumps and added the offers too but still, it does not show up on purchasing the targets products, why?

Make sure these three things:

  1. Your Order Bump offer is Live and not in sandbox mode.
  2. You have added the correct target product or target category product in the cart.
  3. Your Order Bump Schedule is set to Daily or for the correct weekday that you are checking.

Are the offer templates customizable from the admin panel?

Yes, the templates are completely customizable. GoTo Appearance> Design. You will see an Offer whose design, offer size, offer content, background color, text color, and text size can be changed with the Live Preview functionality instantly.

For variable offer product why there are no drop-down to select variation?

In the case of a variable product, a pop-up will occur. The pop-up will display all the variations of the offer product along with the images and offer prices.

Can I change the location where the offer should be shown?

Yes, you can change the location of the Order Bump Offer on the Checkout page. Here is the list of the available locations :

  1. Before Order Summary
  2. Before Payment Gateways
  3. After Payment Gateways
  4. Before Place Order Button

If the offer product is being added in the cart then isn't that possible that customer will add more than 1 quantity ? This could lead us to loss in revenue as well as stock. How could I prevent this ?

We have set limit functionality, so the customer can only add single quantity of the offer product. Also, the offer product quantity can't be updated from the cart page.

Who can use Upsell Order Bump plugin?

Upsell order bump plugin can be useful to all the store owners on WordPress and WooCommerce who are in search of increasing AOV of their stores and sales

  • Bloggers
  • E-book Sellers
  • E-Commerce Owners 
  • Small and larger-scale businesses
  • Retailers
  • Trainers
  • Everyone...

Can I show more than one order bump offer on checkout?

Yes, in the Premium version you can add more than one offers at a time on the checkout

How does the Countdown Timer work? Premium

The countdown time of Order Bump works in two ways-

You can use a setting like a static timer. For example, you can set a timer for 5  minutes, 5 days, 5 weeks, or 5 years. Now the timer will keep on running from that instant time and keep on reducing time, whether the user visits the checkout page or not.

The second method can be like an evergreen timer. It only starts when any user comes to the checkout page. Here checkout means whatever location is set up done from the admin end

Are the Order Bump Offers And Recommendation Offers the Same? Premium

No, and yes, means the offer feature is the same but it functions differently. Order bump offers work on given four locations mainly on checkouts but the recommendation feature is for the shop or product page of the website. 

Can the Recommendation Offer And Normal Checkout Offer Be Shown At The Same Time? Premium

Recommendation offers will show on the shop page, and product page, and order bump offers will be shown on checkout at the same time

What is the use of Arrow on Offer and how to use it? Premium

The Arrow feature creates curiosity in your user while purchasing. In case he missed the offer, the blinking arrow will bring your client toward this. This will increase your AOV and sales of your store. Also, you can change the color of the Arrow as per your need

To enable the Arrow on offer, go to Global Settings> Enable the arrow feature and it will work.

Is it possible to trigger an offer on the cart amount? Premium

Yes, you can enable the feature of minimum cart value to trigger the offer on your amount as per your business requirements.

Can you customize or add new templates as per our website design? Premium

We have given a few templates and they are fully customizable. If you still need to customize or add new templates, and designs as your website needs we also do that. Contact our team here and they will tell you further steps.

What are the payment methods supported by WooCommerce upsell plugin?

Woocommerce One Click Upsell Funnel Pro is compatible with the following payment gateways:

  • PayPal Payments
  • Stripe
  • Authorize.net
  • Braintree
  • Square
  • Paystack
  • Vipps
  • Cardcom
  • Mollie
  • eWay

and core payment options such as Cash On Delivery, Direct Bank Transfer, and Cheque Payments.

I installed the plugin, created funnels and added the offers too but still, it does not show up on purchasing the funnel targets, why?

If the upsell offers are not showing, make sure:

  • You’ve enabled the One Click Upsell funnel plugin. Navigate to Global Settings and enable the plugin if it is disabled.
  • Your funnel is not in Sandbox Mode. If it is, edit the funnel and make it Live and Save Changes.
  • You are testing for the correct target product or category you’ve set in the funnel.
  • The offer page is published.
  • You’re making the payment through one of our supported payment gateways. If you make payments through a payment gateway that is not supported by our plugin, the offer will not be displayed.
  • Make sure you have selected any one of the following templates or made your own custom template and inserted page link

Can I design an upsell offer page if i don't have a designer?

Yes you can. Our plugin is compatible with Elementor and other major page builders that lets you customize your upsell offer pages as per your needs. And you don’t need a designer for it. Just drag and drop and style your elements as you need and your page will be ready in minutes.

Is it Stripe Official and Stripe One Click are the same?

No, the Stripe Official and Stripe Once Click are not the same. Stripe Official is a WooCommerce plugin that allows the merchant to accept payments via Stripe whereas, Stripe One Click is a free integration by WP Swings. Both the Stripe Official and Stripe One Click are compatible with the plugin. But we recommend to use official stripe for better results

Does the plugin support Stripe official?

Yes, the plugin supports Stripe official for accepting payments.

Can I add additional products to the upsell offer page?

Yes, you can add additional products on the upsell page using the Additional Funnel Offers feature in your funnels. But keep in mind that the additional products will only appear for only the first offer of a funnel.

Can I add additional products and custom fields using shortcodes?

You can use the shortcodes [wps_form] and [wps_additional_offers] on the upsell offer page to add additional products and custom fields. 

14.Feedback and Suggestions

Didn’t see a feature in the Upsell Order Bump Offer For WooCommerce plugin that you think would be useful? We’d love to hear it.

Reach out to our Support and we’ll consider adding it to the future release.

15.Helpful Resources !!

This section covers all the other essential resources that will help you get in-depth knowledge about the workings of our upsell order bump plugin, how it helps you grow your business and increase your revenue, and how it has helped our clients,

 

15.1.Blogs

  • The All-In-One Guide For eCommerce Order Bump – Tips, Ideas, And Examples
  • Order Bump vs Upsell: What Sets Them Different From One Another?
  • Master the Art Of Recurring Profits with the 6 Best WooCommerce Upsell Plugins (2024)!
  • What Is Upsell? The Comprehensive Guide To Increase Your Sales 
  • How to Create One-Click Upsells on WooCommerce Store? 
  • Upselling v/s Cross-selling: Tips, Benefits, And All You Need To Know

15.2.Case Studies

  • Heel Holland Fotografeert
  • Telobel
  • Xcode Life
  • KISS Mineral
  • Music Park
  • Kolagen Boost

15.3.Video Tutorials

  • How to add an upsell on the checkout: Upsell Order Bump Offer For WooCommerce || 2024
  • Upsell Order Bump: How To Add Upsell and Cross-Sell Offers on the Checkout Page For Free?
  • WooCommerce Upsell Bump Offer: How To Enable Bump Offers During Checkout?
  • How To Create Upsell Order Bumps on Your Website with Upsell Order Bump Offer For WooCommerce Pro
  • Free WooCommerce One-Click Upsell Funnel: How to Cross-Sell & Upsell in WooCommerce WordPress?
  • How To Grow Your WooCommerce Sales With One Click Upsell Funnel For WooCommerce Pro During Festive?
  • One Click Upsell funnel For WooCommerce Pro: Part 3: Shortcodes and Secured Payment Gateways
  • One Click Upsell For WooCommerce: How To Setup Offer Funnels || WooCommerce Checkout Upsell Funnel
  • Free WooCommerce Upsell funnel: How To Setup Offer Funnel || Setup & Installation
  • WooCommerce Upsell Funnel: How to Create One-Click Offers Funnel?
  • How To Do Upselling and Cross-Selling Using WooCommerce Upsell Plugin?
  • How To Set Up WooCommerce Upsells, Cross-Sells & Discounts with One Click Upsell for WooCommerce Pro
Suggest Edit

Filed Under: Org, WooCommerce / WordPress Tagged With: free, Upsell order bump, Upsell Order Bump Offer for WooCommerce, upsell woocommerce

Wallet System for WooCommerce

January 4, 2020 by sanjeev maurya

search_image
  1. Overview
  2. Key features 
    1. Free Version:
    2. Premium Version:
  3. How to Download The Wallet Plugin?
  4. Installation
    1. Wallet System [FREE]
    2. Wallet System [PRO]
    3. License Activation
  5. General Settings
  6. Wallet Tab
  7. WooCommerce Wallet Transactions
    1. Delete User’s Transactions
    2. Export Transactions Details in PDF
    3. Export Transactions Details in CSV
  8. Withdrawal Request
  9. Withdrawal Settings
  10. Wallet Cashback
  11. WooCommerce Wallet Actions
    1. Wallet Auto Top-up
    2. Payment Gateway Charge for Wallet
    3. Credit Amount On User Daily Visit
    4. Credit Amount On New User Registration
    5. Credit Amount On Comment
    6. Customize Your Wallet Rechargeable Product
    7. Wallet Withdrawal Fee Settings
    8. Wallet Transfer Fee Settings
    9. Credit Amount On Refer A Friend and Multilevel Referral
    10. Wallet Layout Settings
    11. Wallet Instant Discount
    12. Notify Users on Low Balance
  12. WooCommerce Wallet Regulations
  13. WooCommerce Wallet Promotions
  14. SMS Notifications For Wallet Credit And Debit
  15. Wallet Quick Recharge
  16. WooCommerce Wallet Rest API
  17. Wallet Coupons
  18. Wallet Recharge Orders
  19. Wallet System for WooCommerce Front-End
    1. Wallet QR Code
    2. Add Balance
    3. Wallet Transfer
    4. Send Invitation to Users
    5. Wallet Withdrawal Request
    6. Redeem Wallet Coupons
    7. Wallet Transactions
    8. Wallet Balance Widget
    9. Wallet Referral
    10. Wallet Fund Request
    11. Wallet Balance Display
  20. Negative Wallet Amount
  21. Refund Amount Directly To User’s Wallet
  22. Cashback Adjustment On Refund and Cancellation
  23. Compatible with Currency Switcher for WooCommerce
  24. Compatible with Ultimate Gift Card for WooCommerce
  25. WPML Compatibility
  26. Multivendor Marketplace Solution for WooCommerce Compatibility
  27. RMA Return Refund & Exchange for WooCommerce Pro Compatibility
  28. Subscription for WooCommerce Compatibility
  29. Compatibility WooCommerce HPOS
  30. Feedback and Suggestions
  31. FAQs
  32. Helpful Resources!!

1.Overview

The Wallet System for WooCommerce Pro allows your registered customers to use a digital wallet on your WooCommerce store. Customers can pay for your products and services using their wallet balance. 

Note: The Wallet System for WooCommerce PRO will ONLY work if you have installed its free version:Wallet System for WooCommerce plugin.

With this plugin, you can add or remove funds from customers’ wallets in bulk, view & download wallet transaction history, and send email notifications to customers.

2.Key features of WooCommerce Wallet System: 

The Wallet System for WooCommerce’s Key Features Are Presented Below:

2.1.Free Version:

  • Wallet Top-Up By Customers
  • Customers Can Recharge the Wallets of Other Users
  • Customers have the option to either transfer or withdraw the funds in their wallet
  • Wallet Recharge By Admin
  • Wallet Transaction History
  • Wallet as a WooCommerce Payment Option
  • Wallet as Discount Option
  • Notifications for Customers
  • Compatible with Subscriptions for WooCommerce and Subscriptions for WooCommerce Pro plugin.
  • Compatible with Gift Card for WooCommerce Pro and Ultimate Gift Card for WooCommerce.
  • Compatible with WPML.
  • compatible with RMA Return Refund & Exchange For WooCommerce Pro.
  • Compatible With Currency Switcher for WooCommerce.
  • And Many More…

2.2.Premium Version:

  • Customize Wallet Rechargeable Product.
  • Email Templates for Credit and Debit.
  • Refer A Friend and Earn Credit.
  • Restrict users for various actions.
  • Negative Amount Support.
  • Display Wallet QR Code With Shortcode [wps-Wallet]
  • Compatible with Subscriptions for WooCommerce and Subscriptions for WooCommerce Pro plugin.
  • Compatible with Gift Card for WooCommerce Pro and Ultimate Gift Card for WooCommerce.
  • Compatible with WPML.
  • compatible with RMA Return Refund & Exchange For WooCommerce Pro.
  • Compatible With Currency Switcher for WooCommerce.

3.How to Download The Wallet Plugin?

To download the premium wallet plugin that you purchased please follow the below steps:-

  1. Go To https://wpswings.com/my-account.
  2. Visit Orders Section.

There you will get a License code and a Premium purchased plugin zip file Download and use it on your website by activating it.

Note: You need to have both Free and Pro plugins in order to use them smoothly.

4.Installation

To install the plugin, you can use either of these methods.

4.1. Wallet System [FREE]

Automatic Installation:

Automatic installation is the easiest option handled by WordPress.

Follow these steps for the installation:

1) Go to the Admin panel navigate to the sidebar click on the ‘Plugins’ menu > ‘Add New’.
2) On the ‘Add Plugins’ page go to the search bar and type ‘Wallet System for WooCommerce’.

Once you find ‘Wallet System for WooCommerce’ by WP Swings, you can view the details about it such as the points release, rating, and description. One can install it, simply by clicking “Install Now”

wallet system for woocommerce

Manual Installation:

The manual installation of the plugin is another option to install the plugin in the seller’s WordPress environment. 

The manual installation method involves downloading our ‘ WooCommerce Wallet Extension’ and uploading it to the web server via their favorite FTP application. 

The steps for manual installation are as follows:

1) Upload the ‘Wallet System for WooCommerce’ folder to the /WP-content/plugins/ directory.
2) Activate the WooCommerce Wallet plugin through the ‘Plugins’ menu in WordPress.

The best results can be viewed by using the “WooCommerce” standard theme (Storefront). Any third-party plugin might cause conflict with our plugin.

4.2. Wallet System [PRO]

Automatic Installation:

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.

add new plugin

The steps are as follows :

1) Download the zip folder of the plugin Wallet System for WooCommerce Pro from My Account > Orders > Click on view > Scroll down and download the plugin zip file.
2) Once downloaded, install the Wallet System for WooCommerce Pro plugin by browsing and activating it.

Note: Visit the Login page to create your account before completing your purchase.

Manual Installation:

The manual installation of the WooCommerce Wallet System plugin is another option. To install the plugin to your WordPress environment.

The manual installation method involves downloading our Wallet System for WooCommerce Pro Extension and uploading it to your web server via your favorite FTP application.

The steps are as follows :

(i) Kindly, upload the Wallet System for WooCommerce Pro folder to the /wp-content/plugins/ directory.
(ii) Activate the Wallet System for WooCommerce Pro plugin through the WooCommerce wallet ‘Plugins’ menu in WordPress.

Note: Before activating the Wallet System For Woocommerce Pro, you should have the Wallet System For WooCommerce – WordPress plugin otherwise, the plugin will not function.

So, if you don’t already have it, you can download it directly from here:

Download Zip

4.3.License Activation

After Purchasing the premium version navigate to My Account > Orders > Your Order. There you’ll find the License Key.

If you want to benefit from all the premium features and automatic updates and access the support platform to receive help from our staff. In that case, it’s necessary to activate the license.

Wallet License Activation

To do so, you have to navigate to the “License” tab, here you can enter the “License Key”, and click on the “Activate” button. Customers are supposed to receive these in their mail when they purchase the premium plugin.

You can also find the license activation code in the My Accounts > Order section

5.General Settings

After the successful installation and activation of the Wallet System for the WooCommerce plugin, the admin can perform the following actions in the general settings:

wallet general settings

5.1 Enable The Wallet Plugin

Click on the toggle to Enable the Wallet System for WooCommerce plugin.
Note: Admin has to add some money in their wallet to enable the Wallet Payment method from WooCommerce > Settings > Payment.

Note: Admin must add some money to their wallet to enable the Wallet Payment method from WooCommerce > Settings > Payment.

5.2 Digital WooCommerce Wallet Recharge

Click on the Wallet Recharge toggle to allow customers to recharge their wallets using the payment methods available on your WooCommerce.

After Enabling this Feature your customer will get an “Add Balance” Option in their My Account >> Wallet Section which they can use to recharge their wallet.

Frontend Representation:

wallet recharge

5.3 Restrict Wallet Recharge for Particular Gateway

You can select payment gateways that you want to be restricted in wallet recharge, gateways include Direct Bank Transfer, Cash On Delivery and Check Payments.

restrict wallet

After choosing the gateway it’ll be restricted for recharge, and will not show to users on recharge orders.

payment option

Note: The org version only supports the default WooCommerce payment gateways and for all gateways, you need to upgrade to the Pro version of the plugin.

5.4 Wallet Recharge Status Auto UpdatePremium

You can enable this setting in the General Tab and below you can choose the order status once the recharge order gets to that status it’ll be autocompleted without your need to manually process them.

wallet recharge auto updateIn the below example, you can see a user has done a $20 recharge and once the order status got into the processing stage, it automatically got completed and the balance has been updated in the wallet.

updated wallet balance
The balance has been updated in the wallet.

Frontend Representation:

wallet balance

Note: Orders for wallet recharge made prior to HPOS Compatibility and plugin version 2.5.0 will be displayed under the wallet recharge order section here. However, any orders placed After the 2.5.0 version will be listed in the WooCommerce order section.

5.5 Enable Wallet Negative Balance

Navigate to the General Tab and Toggle the button to enable negative wallet support. After enabling this setting you can also credit a negative amount in the customer’s wallet.

For a Detailed Process of Wallet Negative Balance Move to the Negative Balance Section

5.6 Limit for Wallet Negative Balance (Pay Later Amount) Premium

In this Tab, you can set the maximum amount limit customers can avail the balance in negative.

limit for wallet negative balance

5.7 Limit order number for Wallet Negative Balance UsePremium

You can restrict new users from using the negative balance based on their order quantity. In simple terms, users will not be able to avail balance in negative until they have reached a predetermined order limit.

5.8 Enable Wallet Interest for Negative Balance RechargePremium

You can Enable this setting to charge interest on negative wallet amounts during wallet recharge.

5.9 Enter name to add on checkout page for interest of Wallet negative balancePremium

Here you can write your interest name to be shown on the checkout page.

5.10 Wallet interest Type for negative balancePremium

Here you can select the type of interest it can be in percentage or a fixed amount.

5.11 Enter Wallet interest Amount for negative balancePremium

Here you can enter the interest amount to charge on wallet recharge.

5.12 Make Wallet Recharge Product Tax-Free

You can enable the toggle button if you wish to make the wallet recharge product tax-free for users. The recharge product will be taxed like other orders if you turn off this feature.

Frontend Representation:

When the recharge order is taxed:

tax on wallet recharge

After enabling the tax-free feature:

tax free wallet recharge

5.13 Auto Complete Wallet Payment Order Status

You can enable the autocomplete option for orders where the wallet is used as a payment method.

In the below example, you can see that the customer has purchased along sleeve tee using a wallet as a payment method.

payment order statusAnd the order is autocompleted.

order autocompleted

5.14 Enable Checkout Fields at the checkout page For Wallet Rechargeable Products [Applicable for checkout shortcode]

By default, the checkout fields are hidden during the wallet recharge checkout process. But you can enable the toggle button to show checkout fields during the top-up order placement.

Frontend Representation:

enable checkout fields

5.15 Enable Wallet Script For My Account Wallet

This feature is specifically for those users who are unable to select the wallet option in the “My Account” section. If your users face such issues, please enable this option.

5.16 Send Email On Wallet Amount Update to Customers

Enable the toggle button to let customers receive an email notification every time their wallet amount is updated.

5.17 Enable Wallet Partial Payment Method

Click on the toggle button to allow the partial payment method for all users.

5.18 Select Partial Payment Option

When the wallet balance is lower than the order total, customers will be able to use it to deposit partial payments.
There are two options available:

  • Manual Wallet Amount: Select this option to allow customers to flexibly choose any amount for partial payment.
  • Total Wallet Payment: If you select this option, then wallet users will be able to pay their total wallet balance as a partial payment.

Below you can see an example of the Manual Wallet Amount where the wallet balance is lower than the order total but can choose a partial amount to pay from the wallet.

Frontend Representation:

partial payment option

Below is another example of the Total Wallet Payment where also the wallet balance is lower than the order total but the user can pay the whole amount in his wallet as a partial payment.

total wallet payment

 

 

5.19 Wallet Shortcode

You can use the shortcode [wps-wallet] code to display the user’s wallet along with the QR generator anywhere in your store.

To add a wallet section anywhere on your store, follow these steps:
1. Navigate to your website’s Dashboard.
2. Go to Pages and select Add New Page.

wallet shortcode3. Create a new page, insert a shortcode block, and paste your shortcode there.
4. Save the page.

Your wallet section will now be displayed on the newly created page using the shortcode.

Frontend Representation:

wallet shortcode demo

5.20 Wallet Amount Shortcode

Show users their WooCommerce wallet balance anywhere in your store using this shortcode [wps-wallet-amount].

You can follow the same process as shown above to create a page using shortcode.

5.21 Message For CustomerPremium

Add a customized message under the Notes field of the withdrawal request form.

You can see in the frontend section, how it’ll show to your users when they’ll opt for withdrawal

Frontend Representation:

wallet withdrawal request

5.22 Admin Email for wallet Withdrawal RequestPremium

Enter the email address on which you want to receive the wallet withdrawal request emails. At last, click on Save Settings to save the changes you have made.

6.Wallet Tab

Wallet Settings allow you to add and remove customers’ wallet balances in bulk or individually and view the wallet user list. 

The Wallet settings tab contains the following settings: 

  • Edit The Wallet of All Users at Once 
  • Import Wallet Balance from a CSV File 
  • The Wallet User List

wallet tab settings

6.1. Edit Wallet of All Users at Once

Using this setting, you can credit or debit the Wallet amount of all users in bulk. Follow these steps to edit the Wallet of all users once:

  • Go to Wallet > Edit Wallet of All Users At Once.
  • In the Amount box, enter the amount you want to debit/credit.
  • Choose the Action: Debit or Credit.
  • Then, click Update Wallet.

Note: The amount entered in the Amount box should always be a whole number. No fractions or decimal numbers are allowed.

6.2. Selective Bulk Edit of Wallet Balance

You can selectively edit the balance of n number of users from the Wallet User list with the following steps:

  • Go to the Wallet User table.
  • Click on the checkbox located before the user ID.
  • Go to the “Edit the Wallet of All Users at Once” section and enter the credit/debit value.
  • Lastly, click on Update to selectively bulk update.

6.3. Import Wallets for Users

You can download wallet user balance details in a CSV file using the Export Wallet Details button. Also, You can edit the wallet balance of your users individually or in bulk by importing a CSV file. Follow these steps to import the wallet balance from a CSV file:

  • Go to the Wallet setting tab.
  • Click on the Download CSV Demo File button from the Import Wallets for Users section.
  • Open the file and edit the wallet balance and define the type of transaction (credit or debit) 
  • Come back to the Wallet tab. Click on the browse button, select the modified CSV file, and Upload it.
  • And click on Import Wallet.

6.4. Wallet User List

In the section, you can view the wallet users list, edit the wallet amount individually, and see the wallet transaction history.

Follow these steps to edit the wallet amount individually:

  • Go to the Wallet tab.
  • To update the wallet amount, use the search bar above the wallet user table to find a particular user or select the user from the wallet user table.
  • From the Actions column, click on the edit icon.
  • The edit wallet amount popup will appear.

wallet transaction detail

  • Enter the amount in the Amount box and mention the transaction detail.
  • Select the Debit or Credit option.
  • Lastly, click on the Update Wallet button to implement your changes.

Follow these steps to view the wallet transactions history:

  • From the Actions column of any user, click on the View icon.
  • It will display the Wallet transactions of the user.

From the search bar located above the wallet transaction table, you can filter the list by keywords and date range.

6.5 Restrict Wallet User

The admin has the ability to restrict a specific wallet user from using the Add Balance, Wallet Transfer, and Wallet Withdrawal Request features at once, ensuring secure online payments.

6.6. Restrict WordPress Wallet Plugin UserPremium

In the premium version of the plugin you get the additional restriction options for your users, the wallet system allows the admin to restrict any user from using the wallet features.

You can restrict any user from using the following features: Add Balance, Wallet Transfer, Wallet Coupon Redeem, and Wallet Withdrawal Request.
You can block the wallet features separately for any user. Or implement a specific configuration of feature restrictions for all users.

Note: By default, all users are unrestricted.

For example, you may restrict user ‘A’ from only using the Add balance and Wallet Transaction feature. You can apply this restriction globally for all wallet users.

The users can only use the remaining balance to purchase your products and services.

To do this, go to the wallet user list table and click on the edit icon from the ‘Restrict User’ column.

restrict wallet user

Then, select the features you want to restrict for the user. Or apply the same restriction globally by enabling the ‘Apply for All Users’ toggle button. At last, click on the Restrict Wallet button to implement the changes.

Note: By default, all users are unrestricted.

Frontend Representation:

Before Wallet Restriction:

before wallet restriction

After Wallet Restriction:

after wallet restriction

7.WooCommerce Wallet Transactions

wallet transactions

 

The Wallet Transaction tab shows the list of the transactions made by your customers and edits (credits and debits) you have made into the customers’ wallet accounts. Also, the Export Pdf button lets you download the transaction table in a PDF file.

You can filter this transaction list from the search bar using a Keyword and Date range.

7.1.Delete User’s Transactions

Admin can manually delete user’s transactions from the transaction table.

delete user transaction

7.2.Export Transactions Details in PDF

You can export the transaction details in a PDF file for better understanding.

7.3.Export Transactions Details in CSV

Admin can export the transaction details in a CSV file to integrate it with a third-party system.

8. Withdrawal Request

The Wallet System for WooCommerce allows your customers to file a withdrawal request to withdraw money from their wallet account. You can view and manage these withdrawal requests from the Withdrawal Request tab.

wallet withdrawal request

You can filter the withdrawal requests list by keywords and request status. The table also shows the ‘Username’ column that contains the name of the users linked to their profiles. You can click on any name to view the user profile.

Now, there are three withdrawal request statuses in the Filter By dropdown:

  • Approved 
  • Pending 
  • Rejected

Note: You have to address and resolve each withdrawal request manually.

9.Withdrawal Settings

This setting allows your customers to withdraw funds via PayPal. To initiate a withdrawal, customers simply submit a request and provide their registered PayPal email address.

The admin can then approve or deny these requests. Upon approval, the funds will automatically be transferred to the customer’s PayPal account.

withdrawal settings

Note: In the case of Wallet Withdrawal through PayPal, Withdrawal fees will not work.

Enable Wallet Withdrawal through Paypal: Toggle this option to enable this setting.

Enable to show Dropdown: Toggle this option show to the Manual Withdrawal and PayPal Withdrawal Dropdown.

wallet withdrawal request

Enter PayPal Client ID: Here you have to enter your PayPal Client ID

Enter PayPal Secret Key: Here you have to enter your PayPal Secret Key

Select PayPal Mode: You’ll get two options here Test Mode and Live, Test mode helps you to test this functionality and once you are done testing, you can switch to live mode.

You can attain your Client ID and Secret Key for Test mode and Live mode from your PayPal account.

10.Wallet Cashback

The wallet system works like a cashback reward system and allows the admin to send cashback rewards directly into the users’ wallets irrespective of the payment method used.

wallet cashback

Go to the WP Swings > Wallet System > Wallet Cashback tab to set up the wallet cashback functionality:

10.1. Enable Wallet CashBack

Enable this toggle to use the wallet cashback feature.

10.2. Process Wallet CashBack

In this dropdown, you can select the order statuses at which the cashback will be sent to the users’ wallets. The dropdown consists of the following statuses:

  • Complete
  • Processing
  • On Hold
  • Payment Pending

10.3. Wallet Cashback Rule

The wallet cashback rule dropdown allows the admin to determine if the cashback offer will be available Cart-Wise or Category-Wise.

Cart-Wise Rule: If this option is selected, then the wallet cashback will be rewarded based on the order total on the cart page

wallet cashback rule

Here is how the cart discount works in the front end.

Frontend Representation:

wallet cashback notificationCategory-Wise: When you select the Category-Wise cashback rule, you will get the option to select the product categories in which you want to offer the wallet cashback.

Per Category-Wise Settings: You can configure the Wallet Cashback feature individually for every category. These settings will override the configuration of the categories added under the global cashback rule.

per category wise settings

Note: The only pre-condition to configure the per-category cashback settings is to select the category-wise cashback rule.
Afterward, follow these steps:
1. From the Admin menu, Go to the Product > Categories section.
2. Set the Cashback Type as Fixed or Percentage.
3. Set the Cashback Amount.
4. Then, click on Update.

Case 1: If there are multiple items of the same category in the cart, then the customer will receive wallet cashback on each product until the maximum cashback amount is reached.

Case 2: If there are multiple products of different categories, then the customer will receive wallet cashback on the individual product of each category.
Here is how it appears on the shop page:

category wise cashback products

10.4. Wallet Cashback Type

The Wallet system offers two types of cashback: Percentage and Fixed.

10.5. Enter Wallet Cashback Amount

In this section, you can enter the value for the selected wallet cashback type.

10.6. Minimum Cart Amount

You can decide the minimum cart amount on which customers will be able to earn wallet cashback.

10.7. Maximum Wallet Cashback Amount

You can set a maximum amount for wallet cashback. It will limit the cashback reward to the set limit. For example, if the customer purchases a $1000 product that has a 10% cashback offer on it, then instead of receiving $100, they will receive the maximum wallet cashback set by you.

Note: The Minimum and maximum cashback options will only work if the cashback type is in percentage

Frontend Representation:

cashback on cart
If the maximum amount is $80, then the customer will get that amount irrespective of the cashback value.

10.8. Restrict Wallet Cashback For Particular Gateway

You can restrict or limit the use of any payment gateway(s) for earning cashback rewards. For example, if the COD and bank transfer are restricted for availing of cashback on products or categories, users will not receive cashback.

Restrict Wallet Cashback For Particular Gateway

 

10.9 Cashback based on User Roles

Toggle this option if you want to give cashback to specific users based on their user roles.

Cashback based on User Roles10.10 Select User role for cashback

In this section, choose single or multiple user roles to give cashback, only the selected user roles will receive cashback.

10.11 Cashback on Wallet RechargePremium

Toggle this option if you want to give cashback when users recharge their wallet.

10.12 Show Gateway Restriction Message at Checkout PagePremium

You can show a notification to all wallet users to remind them of the skipped payment gateways. So, they can only choose your preferred payment methods for availing cash back rewards.

gateway restriction message

For example, if you’ve chosen to restrict cashback on cash on delivery orders, here is how it’ll show on the checkout page

Frontend Representation:

gateway restriction message

 

10.13 Hide Wallet Cashback Message at Cart PagePremium

The WooCommerce wallet shows a cashback message on the cart page notifying users of the rewards they’ll receive. You can disable the toggle button to hide the cashback message.

10.14 Hide Wallet Cashback Message at Checkout PagePremium

You can click on the toggle button to hide the wallet cashback message from wallet users on the checkout page.

11.WooCommerce Wallet Actions

The Wallet System plugin allows the admin to establish a WooCommerce credit system and top-up a subscription. Under this reward system, you can let customers earn wallet credit on daily login, signup, and product review comments. Also, you can make it compulsory for your users to add money to their wallets on a weekly or daily basis.

WooCommerce Wallet Actions

 

11.1. Wallet Auto Top-up

Enable Wallet Auto Top-up Settings: Enable this toggle button to implement the auto top-up feature. Afterward, customers can’t use the regular recharge options. They can only set the amount of periodic auto top-up after recharging their wallets.

To enable this feature, you must install the Subscription for WooCommerce Plugin.

Enter Subscription Per Interval: Enter the number of auto recharges in the subscription plan. The top-up can be daily, weekly, monthly, or yearly.

Enter Subscription Expiry Interval: Enter the subscription duration (daily, weekly, monthly, or yearly). It sets the number of times the auto top-up reoccurs. For example, if you select 5 days for 10 weeks, then auto recharge will take place for 5 days every week until the plan expires.

You can leave this textbox empty to set up unlimited intervals.

Note: After you set up a top-up subscription, customers will have to recharge their wallets to set the auto top-up amount.

You can leave this textbox empty to set up unlimited intervals.

Frontend Representation:

wallet auto topup

Note: After you set up a top-up subscription, customers will have to recharge their wallets to set the auto top-up amount.

11.2.Payment Gateway Charge for Wallet

You can Charge Payment Gateway fees for wallet recharge to do so, follow the below steps

payment gateway charge for wallet

Enable Payment Gateway Charge: Toggle this to enable the setting.

Payment Gateway Charge Type: Choose Between Percentage or Fixed amount.

Payment Gateway Charge for Direct bank transfer: Enter the amount to charge when payment is made via direct bank transfer.

Payment Gateway Charge for check payments: Here you can enter the amount to charge when payment is made via check payments.

Payment Gateway Charge for cash on delivery: Enter the amount to charge when payment is made via Cash on delivery.

Note: The org version only supports the default WooCommerce payment gateways and for all gateways, you need to upgrade to the Pro version of the plugin.

11.3.Credit Amount On User Daily Visit

Enable Daily Visit Settings: Enable this toggle to start the daily visit rewards.

Enter Daily Visit Amount: Enter the amount you want to offer to wallet users on their daily visits.

Note: By default, A user can only get the daily visit credit after a period of 24 hours.

11.4.Credit Amount On New User Registration

Enable Signup Settings: Click on this toggle button to allow the user to earn credit on wallet registration.

Enter Signup Amount: Enter the amount you want the users to receive as a reward on signup

Enter Signup Description: Enter the text that will appear to users upon earning signup credit.

Frontend Representation:

wallet credit on signup

11.5.Credit Amount On Comment

Enable Comments Settings: Click on this toggle to enable customers to earn rewards for submitting reviews on single product pages.

Enter Comments Amount: You can determine the amount your customers will earn per product review.

User Per Post Comment: Enter the number of reviews a particular wallet user is allowed to submit on any product.

Enter Comment Description: You can add custom comment label text to inform your registered users about the reward on product review submission.

After configuring the WooCommerce customer credit settings, click on the Save Changes button.

The transactions made for rewarding credits to the users will be reflected in the Wallet Transactions tabs.
wallet credit rewards

11.6.Customize Your Wallet Rechargeable Product

The wallet top-up order placement is similar to conventional products. It is also a rechargeable product that can be customized as per your needs.

custom wallet topup

Click on the Click Here button to edit the Wallet Rechargeable product. Similar to other product customization, you can change the wallet product’s title, tax class, images, and more.
Finally, click on the Update button to implement your changes.

11.7.Wallet Withdrawal Fee Settings

You can charge wallet withdrawal fees from customers. This fee will be deducted the moment the customer successfully places the withdrawal request from the front-end panel. To do this, follow these steps:

  • Enable Wallet Withdrawal Extra Fee Settings toggle button.
  • Select Withdrawal Fee Type. (Percentage or Fixed)
  • Enter the value for the selected fee type.
  • Then, click on Save Settings.

Frontend Representation:

wallet withdrawal fee

11.8.Wallet Transfer Fee Settings

By default wallet fund transfers are free. But you can charge a transfer fee from the customers, which will be deducted automatically after they successfully transfer funds to any user. Follow the instructions to set this fee:

  • Enable the Wallet transfer Extra Fee Settings toggle button.
  • Select the Wallet Transfer Fee Type (Fixed or Percentage)
  • Enter the Fee For Wallet Transfer Process.
  • Click on Save Settings.

11.9.Credit Amount On Refer A Friend and Multilevel Referral

The wallet system expands your user base by offering rewards to users upon bringing new users via referral links. Customers can generate unique referral coupons that offer discounts to unregistered users.

When the referred user redeems the coupon, they receive the discount, and the referring customer earns a referral reward.

Admins can configure both the discount value and the referral reward amount from here.

Credit Amount On Refer

Enable Referral Settings:

Toggle This Option to Enable the Referral Functionality

Enter Referral Amount:

Here you can set the referral amount customers will earn after referring another user.

Enter Referral Description:

Enter The Description which will inform the user about the referral details

Refer Via Referral Coupon Code :Premium

Here you can enable the option to refer users via coupon code.

Amount For Referral Discount :Premium

Here you can set the discount for the referral coupon

Coupon Type :Premium

Select the coupon discount type Fixed or Percentage

Enable Multi-Level Referral : Premium

Toggle This Option to enable the multi-level referral feature.

Amount For Multi-Level Referral : Premium

Here you can set the amount the user will get on the second level of referral.

Here’s how the Wallet System’s Multi-Level Referral Feature works:

When User A refers User B, User A earns a referral reward for that direct referral. If User B goes on to refer User C, User B receives a referral reward for their direct referral, and User A also gets a small bonus for this indirect referral made by B.

Frontend Representation:

credit amount on referring a friend frontend

11.10.Wallet Layout Settings

Wallet Dashboard layout allows users to easily view their wallet balance, cashback earned, transaction history, account details, and all the information available in the previous layout.

You can enable the new layout from the settings and have the option to customize its color scheme to align with their store’s theme.

Alternatively, you can also choose to stick with the old default layout if preferred.

wallet layout settings

Frontend Representation of New Layout: 

frontend representation of new layout

11.11.Wallet Instant Discount

Enable to Give Instant Discount on Wallet Payment Method: Toggle this Option to enable this feature and give instant discount on wallet payment, which will be added to the total cart value.

Wallet Discount Type:Premium

Set the wallet discount type fixed or percentage.

wallet payment instant discount settings

Enter Discount Value: Here You can enter the discount amount

Instant Discount Description:Premium

Here you can add a description for the instant discount to be shown on the checkout page.

Enter Discount Value: Here You can enter the discount amount

Instant Discount Description:Premium

Here you can add a description for the instant discount to be shown on the checkout page.

Frontend Representation:

wallet instant discount frontend representation

11.12.Notify Users on Low Balance

  • Enable This to Notify Customers of Low Wallet Balance: Enable this feature by toggling the option on. When activated, it allows you to automatically send email alerts to your users whenever their wallet balance falls below a specific amount that you define.
  • Enter the Minimum Wallet Amount: Here, you can set the wallet amount. When the user’s balance falls below the specified limit, they will receive an email prompting them to recharge their balance, as shown in the screenshot below.

low wallet balance

12.WooCommerce Wallet Regulations

You can set lower and upper limits for various transactional functionalities and control the wallet for WooCommerce according to your preferences.

woocommerce wallet regulations

11.1. Amount Restriction For Wallet Recharge

Regulate the wallet recharge by setting a top and bottom limit. To do this, follow these steps:

  • Enable the Wallet Recharge Restriction toggle
  • Enter the Minimum and Minimum Wallet Recharge Amount
  • Lastly, click Save Settings.

11.2. Amount Restriction For Wallet Transfer

Control the amount your customers can transfer between themselves with these steps:

  • Enable the Wallet Transfer Restriction toggle
  • Enter the Maximum and Minimum Amount for Wallet Transfer
  • Save your settings.

11.3. Amount Restriction For Wallet Withdrawal

Define how much money customers can request to withdraw from their WooCommerce wallets.

  • Enable Wallet Withdrawal Restriction settings.
  • Set the Maximum and Minimum Amount for Wallet Withdrawal.
  • Finally, save your settings.

13.WooCommerce Wallet Promotions

Wallet for WooCommerce has promotional features to let you advertise attractive offers, deals, & discounts to wallet users and hype them to spend more money. To do this, follow these steps:

 

woocommerce wallet promotions
Frontend Representation:

 

wallet promotion frontend

12.1. Enable Wallet Promotions:

Click on this toggle button to enable the wallet promotional features.

12.2. Enable Wallet Limited Time Offer:

Enable this setting to add a countdown timer to your wallet offer and create urgency for users.

12.3. Wallet Promotions Title:

Enter a suitable title for your promotional offer to attract customer attention.

12.4. Wallet Promotions Content:

Enter the promotion offer message, click on add, and save your settings. That’s how your offer will look to users on their wallet panel.

wallet promotions

Note: These offer cards are only used for display. There is no automation for customers to directly avail the benefits. So, they have to manually fulfill the conditions of the deal.

 

14.SMS Notifications For Wallet Credit And Debit

This feature keeps your customers updated in real-time with SMS alerts every time their wallet is credited or debited using our Wallet System plugin.

SMS Notifications For Wallet Credit And Debit

For this feature to work, you’ll need to integrate Twilio. Toggle this feature to turn it on, and paste your Twilio account SID, Auth Token, and Phone in the respective fields.

You can generate these details from here

15.Wallet Quick Recharge

Create and display one or many Quick Recharge buttons for the users to recharge their wallets with the pre-defined top-up values.

wallet quick recharge

  • Enable the Wallet Quick Recharge
  • Enter the rechargeable amount and click Save Settings.
  • Now, if you want to give more than one quick recharge option, click on the Add button.

wallet recharge order

When your users click on any of these recharge buttons, the wallet recharge order will be initiated. They can place their orders to top-up the wallets.

16.WooCommerce Wallet Rest API

REST API allows external apps to view and manage wallets. Access is granted only to those with valid API keys.

You can generate API keys for the Wallet System for WooCommerce plugin and use it to connect with other applications. Follow these steps to get the API Keys: 

  • Go to the Rest API tab. 
  • Click on the Generate API Key button. 
wallet api keys

It will generate the Consumer Key and Consumer Secret Key. There is an option to Delete API Keys. 

The generated API Keys allow you to manage the following functions: 

  • Authentication
  • Retrieve Users
  • Retrieve particular user wallet amount
  • Retrieve particular user wallet transactions
  • Update wallet of users

REST API details

Base Url for accessing customer wallet: {home_url}/wp-json/wsfw-route/v1/wallet/
1. Authentication

For authentication, you need Consumer Key consumer_key and Consumer Secret consumer_secret keys. Response on wrong API details:
{
“code”: “rest_forbidden”,
“message”: “Sorry, your key details are incorrect.”,
“data”: {
“status”: 401
}
}

2. Retrieve Wallet Of All Users

Retrieves the wallet of all the users with their details. The HTTP request is:

GET {home_url}/wp-json/wsfw-route/v1/wallet/users?consumer_key=XXXX&consumer_secret=XXXX where <id> is an user id of user.

Example: http://tester2.local/wp-json/wsfw-route/v1/wallet/users?consumer_key=XXXX&consumer_secret=XXXX

JSON response example:
[
{
“user_id”: 1,
“user_name”: “root”,
“user_email”: “[email protected]”,
“user_role”: “administrator”,
“wallet_balance”: “160.2”
},
{
“user_id”: 2,
“user_name”: “Demo”,
“user_email”: “[email protected]”,
“user_role”: “customer”,
“wallet_balance”: “225”
}
]
3. Retrieve particular user wallet amount

Retrieves the wallet balance of an existing user. The HTTP request is:

GET {home_url}/wp-json/wsfw-route/v1/wallet/<id>?consumer_key=XXXX&consumer_secret=XXXX where <id> is an user id of user.

Example:
http://tester2.local/wp-json/wsfw-route/v1/wallet/1?consumer_key=XXXX&consumer_secret=XXXX

JSON response example:
“23.34”
4. Retrieve particular user wallet transactions

Retrieves all transactions related to the wallet of the user. The HTTP request is:

GET {home_url}/wp-json/wsfw-route/v1/wallet/transactions/<id>?consumer_key=XXXX&consumer_secret=XXXX where <id> is an user id of user.

Example: http://tester2.local/wp-json/wsfw-route/v1/wallet/transactions/1?consumer_key=XXXX&consumer_secret=XXXX
JSON response example:
[
{
“Id”: “90”,
“user_id”: “1”,
“amount”: “22”,
“transaction_type”: “Debited by admin”,
“payment_method”: “Manually By Admin”,
“transaction_id”: “”,
“note”: “”,
“date”: “2021-04-22 20:16:23”
},
{
“Id”: “94”,
“user_id”: “1”,
“amount”: “12”,
“transaction_type”: “Wallet credited through purchase #159”,
“payment_method”: “bacs”,
“transaction_id”: “159”,
“note”: “”,
“date”: “2021-04-22 21:35:47”
}
]

5. Update wallet of the User

This allows you to update the (credit/debit) wallet of the particular user. The HTTP request is:

PUT {home_url}/wp-json/wsfw-route/v1/wallet/<id> where <id> is an user id of user.

Required Headers

Content-Type: application/JSON

Example: http://tester2.local/wp-json/wsfw-route/v1/wallet/1

JSON Parameters:
{
“amount”:”100″,
“action”:”credit/debit”,
“consumer_key”:”XXXXX”,
“consumer_secret”:”XXXXX”,
“transaction_detail”:”test”
}

JSON Response:
{
“response” : “success”,
“balance” : “487”,
“transaction_id” : 156
}

17.Wallet Coupons

Our WooCommerce wallet system enables merchants to create wallet coupons that customers can redeem to add balance to their accounts.

wallet coupons

Follow these steps to create wallet coupons:

  • Go to the Wallet Coupons section from the admin menu.
  • Click on Add New Wallet Coupon and start creating your coupon.

add new wallet coupon

  • Under the Add Title textbox, click on Generate Wallet Coupon Code to automatically generate the coupon code.
  • You can also add a custom wallet coupon code.
  • Enter Coupon Description.
  • Scroll down to the Create Wallet Coupon section and add the Coupon Amount in the General tab.
  • Then, check the Coupon Status checkbox to activate the coupon
  • Now, move to the Usage Limit tab.
  • Here, you can set the Usage limit per coupon and the Usage limit per user.
  • Next, click on Publish. And you are done.

You can send these wallet coupons to your leads and customers through your preferred communication channels.

Note: Usage limit per coupon is defined as the number of times a coupon can be redeemed.

Usage limit per user is the number of users who can redeem a coupon.

For example, If the Usage limit per coupon is 4 and the Usage limit per user is 2, then both users can redeem the coupon in any combination but only four times in total.

The user has to go to My Account > Wallet > Wallet Coupon Redeem, enter the coupon code, and click on Redeem Coupon.

18.Wallet Recharge Orders

After the wallet plugin activation, the Wallet Recharge Orders list is added as a sub-menu in the WooCommerce section. It allows you to view and manage the top-ups made by customers into their wallets. You can filter the recharge order list according to the order status.

wallet recharge orders

Note: Orders for wallet recharge made prior to HPOS Compatibility and plugin version 2.5.0 will be displayed under the wallet recharge order section. However, any orders placed After the 2.5.0 version will be listed in the WooCommerce order section.

19.Wallet System for WooCommerce Front-End

This plugin adds the Wallet tab in the WooCommerce account of your customer. To access the Wallet, your customers have to go to My account > Wallet. 

The wallet tab contains the following features: 

  • Wallet Balance Display 
  • Add Balance 
  • Transfer 
  • Wallet Withdrawal Request 
  • Transaction History

19.1.Wallet QR Code

The users can generate and share QR codes for their wallets. An individual user can scan the wallet QR code of other users and recharge or transfer money into their wallets. They have to click on the Generate QR Code button and copy the QR code to share it. 

Note: The wallet users can use the generated QR codes to recharge their wallets. But they can’t transfer money to themselves.

Frontend Representation:

wallet qr code

19.2.Add Balance

Your customers can recharge their wallets with the available payment methods on your WooCommerce store.add balance

19.3.Wallet Transfer

Customers can transfer their wallet amounts to other wallet users on your WooCommerce store. Customers have to enter the email address of the receiver, and amount, and state the reason for transferring the amount.

Frontend Representation:

balance transfer

19.4.Send Invitation to Users

Using this setting, wallet users can also invite their friends/family to join the wallet system. If the email address entered in the ‘Transfer to’ field doesn’t exist, users will get the option to send an invitation to the email address.

Frontend Representation:

send invitation to users

  • Click on the ‘Invite him/her to get the wallet amount’.

invite to get wallet amount

  • Fill out the name and enter your message.
  • Then, click on Send Invitation

send invitation to users frontend

19.5.Wallet Withdrawal Request

Customers can file a request to withdraw the amount from their wallets and transfer it into their bank accounts or other payment apps. 

Frontend Representation:

user withdrawal request

Note: All fields are mandatory.

19.6.Redeem Wallet Coupons

The customers can use this section to redeem the wallet coupons generated by the merchant. The balance will be updated immediately after wallet coupon redemption.

redeem wallet coupons

19.7.Wallet Transactions

This section allows your customers to know their wallet transaction history. The transaction list contains entries for wallet recharge, debit, credit, transfer, and withdrawal, and the email address of both the debtor and creditor.

Frontend Representation:

view transactions

Note: All fields are mandatory

19.8.Wallet Balance Widget

In the sidebar section, wallet users will always be able to see their wallet balance.

wallet balance widget

19.9.Wallet Referral

Customers can generate unique referral coupons that provide discounts to unregistered users. When the referred user applies the coupon, they receive the discount, and the referring customer earns a referral reward. You can manage and configure the discount amount and referral reward directly from the backend settings. Refer to the Point 9.9.

Wallet Referral

Note: Creating Coupon Referral is available only in the premium version of the plugin.

19.10.Wallet Fund Request

Customers can request funds from other users by entering their email in the Wallet Fund Request tab. The other user will receive a request and can choose to accept or reject it. This makes it easy to transfer funds between users within the wallet system.

Wallet Fund Request

19.11.Wallet Balance Display

In the Wallet tab, your customers will always be able to see their current wallet balance.

Add Balance

Your customers can recharge their wallets with the available payment methods on your WooCommerce store.

 

woocommerce wallet frontend panel

20.Negative Wallet Amount

Enable Wallet Negative Balance: Navigate to the General Tab and Toggle this button to enable negative wallet support. After enabling this setting you can also credit a negative amount in the customer’s wallet.

negative wallet amount

Limit for Negative Balance:Premium

In this Tab, you can set the maximum amount limit customers can avail the balance in negative.

limit of negative balanceFrontend Representation:

negative balance frontend display

Limit Order Number for Wallet Negative Balance Use:Premium

You can restrict new users from using the negative balance based on their order quantity. In simple terms, users will not be able to avail balance in negative until they have reached a predetermined order limit.

limit order number of wallet negative balance

As you can see in the above image the order limit is 2 so, users will not be able to avail negative balance until the two orders are completed.

Enable Wallet Interest on Negative Balance Recharge:Premium

You can Enable this setting to charge interest on negative wallet amounts during wallet recharge.

enable wallet interest on negative balance recharge

Enter Interest Name:Premium

Here you can write your interest name to be shown on the checkout page.

enter interest name

Wallet Interest Type for Negative Balance:Premium

Here you can select the type of interest it can be in percentage or a fixed amount.

wallet interest typeEnter Wallet Interest Amount for Negative Balance:Premium

Here you can enter the interest amount to charge on wallet recharge.

wallet interest amount

This is how it will show on frontend.

wallet interest frontend

21.Refund Amount Directly To User’s Wallet

Using our Wallet System plugin, you can quickly refund a customer’s order amount straight to their wallet. It gives them faster access to their money and encourages repeat purchases using their wallet balance

Refund Amount Directly To User’s Wallet

You don’t need to enable any extra settings for this feature. As long as the Wallet System plugin is active, you’ll see the option to refund directly to the customer’s wallet in the Orders section when processing a refund.

22.Cashback Adjustment On Refund and Cancellation

Cashback management is now hassle-free. When an order is canceled or refunded, the system automatically deducts the given cashback from the customer’s wallet.

Cashback Adjustment On Refund and Cancellation

You don’t have to enable or disable any option to utilize this feature; no extra effort required from your end.

23.Compatible with Currency Switcher for WooCommerce

The Wallet system is compatible with the Currency Switcher for WooCommerce plugin, which allows you to change the operational currency of your website. You can change the currency of the wallet system with this compatibility.

To do this, Install and activate the Currency Switcher plugin.

  • Go to WooCommerce > Settings > Currencies.
  • Select any of the listed currencies.
  • Click on the Save Changes button.

Afterward, all wallet transactions will take place in the currency you choose.

Note: Both the WOOCS free and pro version plugin are compatible with our digital Wallet plugin.

24.Compatible with Ultimate Gift Card for WooCommerce

The Woo Wallet Plugin is compatible with Gift Cards for WooCommerce Pro and Ultimate Gift Card for WooCommerce.

This compatibility allows users to redeem gift card coupons to recharge their wallets. After the gift card plugin is activated, the Recharge via Gift Card option is added to the wallet frontend panel.

Users can enter coupon codes, and click on the proceed button, and the complete card b

gift card wallet compatibility

25.WPML Compatibility

The Wallet System For WooCommerce is made compatible with the WordPress Multilingual (WPML) plugin for localization of the wallet system plugin’s strings.

For translating the plugin the first step is to extract all the strings of the plugin and it can be done with the help of the following steps:

  1. From your WordPress Admin Panel, visit WPML → Themes and Plugins Localization.
  2. Now scroll down to the Strings in the plugins section.
  3. Lastly, select the Wallet System For WooCommerce plugin from the list of plugins.
wpml

To translate the strings into the language of your choice press the Translate Strings button present next to the plugin.

You’ll be redirected to a page where all the strings of the plugin are listed and you can translate each string from here.

translate string

Upon visiting this page you can manually select a string for translation by clicking on the “+” button next to each string in a row.

A popup will occur in which you can write the translation of the string.

select a string for translation

Once you’ve written the translation it will be automatically saved and when the customer chooses a different language they’ll see the translated version of the string.

translation

26.Multivendor Marketplace Solution for WooCommerce Compatibility

Multivendor Marketplace Solution for WooCommerce allows you to create an online marketplace on your wooCommerce store. It is compatible with the Wallet System for WooCommerce.

The wallet system is added as one of the payment methods to automatically send commissions to your vendors’ wallets on the sale of their goods. Follow these steps to configure the wallet payment method:

  • from the Admin menu, go to Go to MultiVendorX>> Settings > Commissions.
  • Select Vendor Commission and set a percentage or fixed value for it.
  • Next, go to MultiVendorX > Vendors.
  • Click on any of the listed vendors and open the Payment tab.
  • From the Choose Payment Method dropdown, select Wallet.

Multivendorx

  • Lastly, click on Save Changes.

Note: The vendors’ commission will be transferred automatically to their wallets irrespective of the payment method used by their customers.

commission to vendor through wallet

27.RMA Return Refund & Exchange for WooCommerce Pro Compatibility

The Wallet System for WooCommerce is compatible with RMA Return Refund & Exchange for WooCommerce Pro. In this compatibility, the users can request the refund amount to be transferred directly to their wallets.

Note: For the RMA Pro plugin to work, you need to install the RMA Return Refund & Exchange for WooCommerce free version.

Configuring RMA Settings

After the successful installation, go to the WP Swings > Return Refund Exchange for WooCommerce > General Settings. And enable the following settings:

  • Enable Refund
  • Enable Order Message
  • Enable Exchange
  • Enable Cancel
  • Enable Wallet

Then go to the Wallet tab, and enable the following settings:

Enable To Use Wallet System For WooCommerce Plugin: After enabling this feature, all the wallet amounts will be transferred to Wallet System for WooCommerce.

Enable To Select Refund Method For The Customer: You can allow customers to select the refund method while submitting the refund request.

Here’s how this compatibility works:

Step 1: Customer places the refund request.

rma-refund-request-form

Step 2: Go to WooCommerce > Orders and click on the refund request.

rma-refund-order-list
Step 3: Open the refund request, scroll down to the Refund Requested Product section and click on the ‘Accept Request’ button.

accept-refund-in-wallet-system Then, click on the ‘Refund Amount’ button. The refund amount will be sent to the customer’s wallet.

refund-wallet-amount

28.Subscription for WooCommerce Compatibility

The Wallet System for WooCommerce is compatible with Subscriptions For WooCommerce and Subscriptions for WooCommerce Pro.

Subscription for WooCommerce Pro allows you to create and sell subscription products and ensure recurring revenue. With this compatibility, the users can use their wallet balance to purchase subscription products.

The basic requirement is installing and activating the Subscription for WooCommerce Pro and creating a subscription product.

wallet actions

24.1 Partial Payment

Customers can use the Wallet partial payment feature to pay for subscriptions.

partial payments

  • From the Admin menu, go to WP Swings > Wallet System.
  • Select the Partial Payment Option: Total Wallet Amount or Manual Wallet Amount.
  • Click on the Enable To Use Wallet Amount On Renewal Order.
  • Select the Appy Amount Type (Percentage/Fix).
  • Then, enter the amount/percentage to be deducted from the wallet during order renewal.
  • At last, click on Save Settings.

Here is how it appears on the checkout page for the Total Wallet Amount option

Total wallet amount

Apply Wallet24.2 Wallet Auto Top-up

wallet auto topupEnable Wallet Auto Top-Up:

Toggle button to implement the auto top-up feature. Afterward, customers can set the amount of periodic auto top-up after recharging their wallets.

Enter Subscription per interval:

Enter the number of auto recharges in the subscription plan. The top-up can be daily, weekly, monthly, or yearly.

Enter Subscription expiry interval:

Enter the subscription duration (daily, weekly, monthly, or yearly). It sets the number of times the auto top-up reoccurs. For example, if you select 5 days for 10 weeks, then auto recharge will take place for 5 days every week until the plan expires.
You can leave this textbox empty to set up unlimited intervals.

Note: After you set up a top-up subscription, customers will have to recharge their wallets to set the auto top-up amount.

Enable to Select Recharge as Subscription or Regular:Premium

Enable this to show the option on the frontend, if the user wants to start a subscription for recharge or not.
Frontend Representation:

Frontend Representation:

subscription for recharge

29.Compatibility WooCommerce HPOS

Wallet system is compatible with WooCommerce High-Performance Order Storage (HPOS) is an easy-to-understand solid database structure allowing you to use an alternative storage mechanism for your order tables it’s based on WooCommerce CRUD design to ensure the smooth workflow of your WooCommerce Store.

For more information, refer to the WooCommerce HPOS Documentation.

30.Feedback and Suggestions

Don’t see a feature in the Wallet System for WooCommerce plugin that you think would be useful?

We’d love to hear it: Reach out to our Support query and we’ll consider adding it in a future release.

31.FAQs

How can the admin set Wallet as a Payment method in WooCommerce?

The admin has to add some money to their wallet to enable Wallet (Complete or Partial) Payment method from WooCommerce > Settings > Payment.

How will the customer recharge their wallets?

Yes, the customers can recharge their wallets from their WooCommerce accounts. Just go to the My-account page > Wallet > Add balance.

Can the admin refund the order value on the customers’ wallets?

Yes, the Admin can enable the Refund to the Wallet setting from the General tab.

Is there functionality to notify customers about the updated wallet amount?

Yes, the admin can enable the wallet update notification from the General tab. They’ve to click the toggle to enable the ‘Send email on Wallet Amount Update to Customers’ option. 

Can the admin update the wallet amount of all the users in bulk?

Yes, the admin can add the (credit/debit)wallet of all users in one go.

Can the admin update the wallet amount of users individually?

Yes, the admin can update the wallet amount individually. 

 

  • Go to the Wallet tab. 
  • To update the wallet amount, use the search bar above the wallet user table to find a particular user or select the user from the wallet user table. 
  • From the Actions column, click on the edit icon. 
  • The edit wallet amount popup will appear.
  • Enter the amount in the Amount box and select the Debit or Credit option. 
  • Click on the Update Wallet button to implement your changes. 

Can the admin see all the wallet transactions of their users?

Yes, the admin can view all wallet transitions of their users in the Wallet Transactions tab. 

Can a customer share their wallet amount with another person?

Yes, they have to go to the My-account page > Wallet, select the beneficiary, and then click on transfer.

Can a customer request withdrawal for an amount from the wallet?

Yes, customers can request the admin for the withdrawal of the wallet amount. The customers have to provide their bank details like account no, account name, and bank code. Or they can also give their PayPal details (PayPal Email).

How do I add any custom feature to the Wallet System for WooCommerce plugin?

To add any custom feature, you can get in touch with our developers and raise a request for customization.

32.Helpful Resources!!

  • Secure Online Payments Using A Digital Wallet
  • How to Setup WooCommerce Wallet for Your Customers
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Filed Under: Org, WooCommerce / WordPress Tagged With: free, woocommerce cashback, woocommerce cashback Plugin, woocommerce cashback wallet credit system, woocommerce wallet, woocommerce wallet system

Order Sync With Zendesk For WooCommerce – Free

September 5, 2019 by sanjeev maurya

search_image
  1. Overview
  2. Installation
  3. Install WooCommerce App
  4. Zendesk Account Settings
  5. Order Configuration
  6. Workflow
    1. View Zendesk Tickets
    2. Frontend Features
    3. View WooCommerce Orders on Zendesk
  7. Plugin Compatibilities

1.Overview

Order Sync with Zendesk for WooCommerce is a sync plugin to provide a two-way integration between WooCommerce and Zendesk.

With this plugin, the admin can check the Zendesk tickets generated by a specific customer as well as the WooCommerce orders on either of the platforms. Therefore, it is a solution to make it easier for you to manage tickets and customers’ orders from a single convenient dashboard.

WooCommerce Orders App from Zendesk is a prerequisite to using this plugin. This plugin gives a managed way to deal with customer tickets effectively.

The latest version of the Order Sync with Zendesk for WooCommerce plugin has also made the generation of tickets effortless on the front end of your store for your users.

Features:

  1. Admin gets the authority to manage the display of the number of latest orders. 
  2. Admin can see all the tickets generated by a user in the user section of the admin menu.
  3. You also get the flexibility to sort the orders based on different billing addresses used by a particular visitor.
  4. This plugin provides ease in the management of tickets by letting you choose the KPI fields and Order fields in the ticket view.
  5. The plugin also offers functionalities on the front end to let your users manage their tickets themselves. Users can create new tickets from the user dashboard and add a new comment from the user dashboard.
  6. You can visit your Zendesk dashboard to view all the orders made by a user who has generated a particular ticket.
  7. The KPI and Order fields in the plugin are so designed to help you use the data generated to improve your business’s overall performance.

2.Installation

Note:  Install WooCommerce Orders App first before using Order Sync with Zendesk for WooCommerce plugin.

  • Automatic Installation:
    Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.
    Proceed with the following steps:

1. To do an automatic install log into your WordPress dashboard, navigate to the Plugins menu, and click on Add New.
2.Click on the Upload Plugin button.
3. Click on the Browse button and navigate to the downloaded Order Sync with Zendesk for WooCommerce zip file and click ok
4.Most importantly, of course, you can install it by simply clicking Install Now.

  •  Manual Installation:
    Manual installation of Extension is another option to install the extension to your WordPress environment. The manual installation method involves downloading our WordPress Extension and uploading it to your web server via your favorite FTP application.
    Proceed with the following steps:
    1. Extract the downloaded Order Sync with Zendesk for the WooCommerce zip file.
    2. Upload the Order Sync with Zendesk for WooCommerce folder to the /wp-content/ Plugins/ directory.
    3.Activate the plugin through the Plugins menu in WordPress.
mautic

3.Install WooCommerce App

Follow the steps given below to install the WooCommerce App on your Zendesk platform:

  • Sign in with your e-mail id and password in the Zendesk Marketplace Panel. 
  • After the sign-in, go to settings by clicking on the settings icon in the leftmost panel. In the Admin panel, click on the Manage button under the APPS section.
  • Click on the Upload private app button.
zendesk-app
  • Enter the name of the application in the given field and upload the zip file of the WooCommerce order app. 
zendesk marketplace
  • Enter the Title, Store URL, and check the boxes as per requirements. Click on the Install button.
zendesk for woocommerce

4.Zendesk Account Settings

After successfully activating the Order Sync with Zendesk for WooCommerce plugin and WooCommerce Orders App, you need to connect your Zendesk account to check the ticket and order details.

  • In the admin panel of your WooCommerce store, go to Zendesk Order Sync→ Account Settings. 
  • Here you can connect your Zendesk Account with WooCommerce.
  • In the fields, enter your
  1. panel Zendesk URL
  2. Zendesk admin Email, and
  3. Zendesk API token
  • After entering your credentials, click on the Submit button. 
zenndesk for woocommerce
  • Your Zendesk account will now be connected with the Order Sync plugin. You can now check the Zendesk tickets in your WooCommerce dashboard and users can generate new tickets from the frontend. 

5.Order Configuration

To configure the settings as per your usability, go to Zendesk Order Sync→ Order Configuration. 

  • You can adjust the Latest Orders Count number that appears in the orders section at your convenience here. The default value for the same is 20.
  • You can also drag and drop to add or remove the KPI Fields for the Zendesk tickets. The plugin provides 6 KPI fields which are First Purchase, Last Purchase, Average Days between purchase, Total Spend, Total Order Count, and Average Order Value.
  1. To add a KPI field, drag the respective field in the right column.
  2. To remove a KPI field, drag the respective field in the left column.
  3. Also, you can drag and drop the fields in the same column to arrange them in your order of preference. 
  • Same as the KPI Fields, you can also select and arrange Order Fields by dragging and dropping the respective field from the left column to the right, and within the same column respectively.
order configuration settings for zendesk
  • Click on the Save Options button to save the Order Configuration Settings.
order sync for woocommerce zendesk plugin

6.Workflow

6.1.View Zendesk Tickets

  • You can see the generated Zendesk tickets on the WooCommerce order details page. For this, go to the admin panel in your WordPress dashboard and navigate to WooCommerce→Orders.
  • Click on a particular order and if the buyer of that order would have generated any Zendesk tickets, it will be shown on the order details page.
zendsk ticket view
  • Each generated ticket will display the Status, Subject, and Description. 
  • You can also view all the tickets generated by a registered user by going to the Users→ All Users→ enter user name in Search bar→ Show Tickets
zendesk for woocommerce

6.2.Frontend Features

Order Sync with Zendesk for WooCommerce allows your users to manage their ticket history as well. Check out the following steps that permit flexible management of tickets with respect to a particular billing address:

  • In the front end of your online store, the user can go to Home→ My Account→ Ticket History.
  • The user can select a particular e-mail from the ‘Choose your Billing Email’ dropdown menu. This dropdown menu displays all the billing addresses associated with the user’s account. 
  • All the tickets associated with the billing e-mail will be displayed. The user can Add a New Comment, generate a new ticket by clicking on the Add A New ticket button, and view the entire ticket history.
Zendesk Chat History
  • Ticket Chat-History: Users can access complete chat logs with your agents for their raised tickets using the Open Chat Conversation button in the chat history column. After clicking the button, the history is shown in a chat popup format based on the order of responses.
Zendesk User Agent Chat
  • Add a New Ticket From Here: The user needs to enter the details in the form to create a new ticket. They can further update information about the created tickets by using the Add New Comment option as explained in the previous step.
zendesk for woocommerce

6.3.View WooCommerce Orders on Zendesk

You can view your WooCommerce orders from the Zendesk dashboard by following the simple steps given below:

  • To view the WooCommerce orders on Zendesk, go to your Zendesk panel. Click on the View button from the left sidebar. Then open a particular ticket.
zendesk woocommerce
  • If the user (who has raised the ticket) placed an order on your WooCommerce store, it will be displayed on the right side of your ticket details page.
zendesk woocommerce orders

7.Plugin Compatibilities

The Order Sync with Zendesk for WooCommerce plugin seamlessly integrates with WooCommerce HPOS (High-Performance Order Sync), ensuring efficient synchronization of high order volumes, even during peak periods. This compatibility elevates your store’s operational capacity to manage orders without hitting a snag.

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Filed Under: Org, WooCommerce / WordPress Tagged With: custom action, ecommerce, free, new customer, order details, ticket details, woocommerce, WooCommerce orders, wordpress, zendesk, zendesk WooCommerce

Ultimate Gift Cards for WooCommerce

May 15, 2018 by sanjeev maurya

search_image
  1. Overview
  2. How to Download The Plugin?
  3. Installation
    1. Free Gift Cards Plugin Installation
    2. Pro Plugin Installation
    3. License Activation
  4. Create New Gift Card Product & Template
    1. Gift Cards Templates
    2. Import Gift Cards Templates
    3. Create Gift Cards Products
  5. Gift Cards Frontend
  6. General Settings In Gift Cards For WooCommerce Plugin
  7. Product Setting
  8. Email Template
    1. Manage Template
    2. Mail Settings
    3. Coupon Mail Setting
    4. Coupon Expiry Notification Mail
  9. Delivery Method Setting
  10. Other Settings
  11. Offline Gift Card Setting
  12. Import/Export Setting
  13. Group Gifting
  14. Discount Settings
  15. Thank You Order Setting
  16. QR/Barcode Settings
    1. QR Code Settings
    2. BarCode Settings
  17. Customizable Gift Cards Setting
  18. Scan/Fetch and Redeem/Recharge Giftcard Setting
    1. Open Shop
    2. Dashboard
    3. Shop
    4. Gift Card Settings
    5. Gift Recharge Report
    6. Gift Card Redeem Reporting
    7. Add Multiple Stores
    8. Add Unlimited Employees
  19. Notification
  20. Rest API For Gift Cards
  21. Reporting Gift card to the Admin
  22. Compatibility with Points and Rewards For WooCommerce
  23. Compatibility With Subscription for WooCommerce Pro
  24. Compatibility with Return Refund & Exchange For WooCommerce
  25. Compatibility With Wallet System for WooCommerce
  26. Compatibility with Price Based on Country for WooCommerce plugin
  27. Premium version Settings
  28. Feedback and Suggestions
  29. FAQs
  30. Helpful Resources !!
  31. Case Studies

1.Overview

Ultimate Gift Cards for WooCommerce plugin allows the merchant to sell the gift card on their WooCommerce store and  manage everything from selling gift cards & to their usage. The merchant can create many gift card products according to festivals and celebratory occasions with added flexibility for gift card price selection.

Features of WooCommerce Gift Card plugin:

  • Import/ Export Gift cards
  • Group Gifting Support
  • Gift Cards Report for Admin
  • Sell Offline Gift Cards As PDFs
  • Access WP Swings’ Gifting Portal for Redeem/Recharge
  • Multiple Templates For Gift Cards Customization
  • Promote Product on Gift Certificates
  • Price Variation
  • Set Product-Wise Expiry Date
  • Variable Pricing On Customizable Gift Card
  • Coupon Mail Setting
  • Gift Card Recharge by Customers
  • Show Delivery Method on Gift Card
  • Disable Fields from Gift Card Product Page
  • QR Code / BAR Code Feature
  • Automatic Coupon Code Generation
  • Exclude Sale Items, Categories and Products
 

2.How to Download The Plugin?

To download the premium plugin that you purchased please follow the below steps:-

  1. Go To https://wpswings.com/my-account
  2. Visit Orders Section

There you will get a License code and a Premium purchased plugin zip file Download and use it on your website by activating it

Note: You need to have both Free and Pro plugins in order to use them smoothly

3.Installation

Let’s See how you can download and install both the free and pro version of the Gift Card plugin.

3.1.Free Gift Cards Plugin Installation

Automatic Installation:

Automatic installation is the easiest option for WordPress. 

Follow these steps for the installation:1) Go to the Admin panel navigate to the sidebar click on the ‘Plugins’ menu > ‘Add New’.
2) On the ‘Add Plugins’ page go to the search bar and type ‘Gift Cards For WooCommerce’.

Once you find ‘Gift Cards For WooCommerce’ by WP Swings, you can view the details about it such as the points release, rating, and description. One can install it, simply by clicking “Install Now”

ultimate gift cards

Manual Installation:

The manual installation of the plugin is another option to install the plugin in the seller’s WordPress environment. 

The manual installation method involves downloading our ‘Ultimate Gift Cards Extension and uploading it to the web server via their favorite FTP application. 

The steps for manual installation are as follows:

1) Upload the ‘Gift Cards For WooCommerce’ folder to the /wp-content/plugins/ directory.
2) Activate the WooCommerce Gift Cards plugin through the ‘Plugins’ menu in WordPress.

**The best results can be viewed by using the “WooCommerce” standard theme (Storefront). Any third-party plugin might cause conflict with our plugin.**

3.2.Pro Plugin Installation

Automatic Installation: 

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.

Pro Gift Cards

The steps are as follows :

1) Download the zip folder of the plugin Gift Cards For WooCommerce Pro from My Account > Orders > Click on view > Scroll down and download the plugin zip file

2) Once downloaded, install the Gift Cards For WooCommerce Pro plugin by browsing and activating it.

Note: Visit the Login page to create your account before completing your purchase.

Manual Installation: 

The manual installation of the WooCommerce Gift Cards plugin is another option. To install the plugin to your WordPress environment. 

The manual installation method involves downloading our Gift Cards For WooCommerce  Pro Extension and uploading it to your web server via your favorite FTP application.

The steps are as follows :

(i) Kindly, upload the Gift Cards For WooCommerce Pro folder to the /wp-content/plugins/ directory.

(ii) Activate the Gift Cards For WooCommerce Pro plugin through the WooCommerce wallet ‘Plugins’ menu in WordPress.

Note: Before activating the Gift Cards For WooCommerce Pro, you should have the Ultimate Gift Cards for WooCommerce otherwise, the plugin will not function.

So, if you don’t already have it, you can download it directly from here:

Download Zip

3.3.License Activation

After Purchasing the premium version navigate to My Account > Orders > Your Order. There you’ll find the License Key.

If you want to benefit from all the premium features and automatic updates and access the support platform to receive help from our staff. In that case, it’s necessary to activate the license.

gift cards license

To do so, you have to navigate to the “License” tab, here you can enter the “License Key”, and click on the “Activate” button. Customers are supposed to receive these in their mail when they purchase the premium plugin. 

You can also find the license activation code in the My Accounts > Order section

4.Create New Gift Card Product & Template

4.1.Gift Cards Templates

After activation of the WooCommerce gift card plugin, it creates “Gift Cards” a custom post type. From here, you can create as many templates for gift coupons as you want. This WooCommerce Gift Card Pro version already provides 20+ templates for gift coupons, which are automatically created on plugin activation. It will help the merchant create gift certificates for various festivals and celebrations.

Gift Cards Templates

4.2.Import Gift Cards Templates

If you require more gift card templates dedicatedly designed for specific occasions, you can click on “Import New Cards”. Once you click, you’ll be redirected to a new page where all the templates for gift coupons are listed.

Import Gift Cards Templates

You can either download them individually or click on “Import All Gift Card Templates At Once” to import all of them at the same time.

Import All Gift Card Templates At Once

If you want to create a new Gift Card Template navigate to the sidebar and click on Gift Cards > Add New. Here you can design your template by using custom HTML and CSS. You can also use the given shortcodes to add some predefined elements to your gift card. After designing your template, click on “Publish” to make it live.

new Gift Card Template

Additionally, you can also select the shortcode to generate a Coupon URL and apply it to the gift card templates while sending emails.

shortcode for templates

When the gift card template is shared via email, the link to apply for the gift card will appear below.

gift card template

Clicking on the link, your customer will be redirected to the checkout page and the coupon will be auto-applied.

checkout page

You can also use the Schedule Date shortcode on the gift card templates to display the scheduled delivery date.

Schedule Date shortcode

4.3.Create Gift Cards Products

To create a new Gift Card product in WooCommerce you can navigate to the sidebar and click on the Products > Add New. After reaching the Add New Product page, follow these steps:

  1. Enter the name and description of your product.
  2. From the Product Data dropdown, select the “Gift Card” option.
  3. Enter the Default price and select the Pricing Type for your gift card WooCommerce product. 

There are five types of pricing you can choose from:

  • Fixed Price 
  • Selected Price 
  • Range Price 
  • User Price 
  • Variable Price 
  • Selected with Price Range

Fixed Price (Default Price):  Select a fixed price for your gift coupons.

fixed price

For example, look at this fixed-cost gift card on the product page.

Price Range: Give a price range between which the customers can buy the gift coupons.

gift coupons

They can enter their preferred price within the set range.

Price Range

Selected Price: You can set multiple prices for the same gift card.

Enter the different prices and use a separator to separate them. 

For example, $50|$75|$100.

selected price

User Price: Add a minimum limit.

WooCommerce gift card product with a minimum limit on User Price.

user price

Variable Price: Add different prices for different durations.

Variable Price

 Create a gift card with duration-based pricing.

Selected With Price Range Type: Define a price range for the gift cards and give specific pricing options within the range.

For example, select a price range of $10-100 and give 10|20|30|40 selectable prices for users to purchase gift coupons.

Selected With Price Range

Give Discount: Enable discount on your gift card WooCommerce product.

Select Email Template: Select Email Template or multiple Email Templates.

Select the Default Template: If you use multiple Email Templates then you need to choose a default template you want to show by default.

Email Template

Display Recommended Products on Gift Cards: Premium While creating gift certificates, you can add products to the recommended products field, and your selected items will be displayed on the gift certificate preview, in the email, and on the PDF.

Recommended Products on Gift Cards

Add [RECOMMENDPRODUCT] shortcode in the template you want to use to create gift cards for this feature to start working.

shortcode for recommended product

Set Expiry Date: Premium You can set the expiration date of your gift certificates individually. It will override the global expiration date you set for all WooCommerce Cards and allow you to create special WooCommerce gift cards for your marketing campaigns.

Set Expiry Date

Exclude Product: Premium You can also exclude a selected product from the gift coupon discount. The customers won’t be able to redeem gift card coupons while purchasing the excluded product. 

Exclude Categories: Premium Exclude categories from gift card discounts to prevent customers from purchasing products in those categories with the gift coupon.

Overwrite Delivery: Premium With this setting, you can select different delivery methods for every individual gift card. You get three delivery options: Email to the Recipient, Download, and Shipping. You can either select all or a single one.

After making the changes, publish your gift card WooCommerce product.

Overwrite Delivery

Now your customer can easily purchase the Gift card from your shop.

Scheduling of Gift Card: Premium While purchasing the gift vouchers, customers can select the specific date of delivery. If they don’t select a delivery date, the email is sent instantly after placing the order.

Scheduling of Gift Card

5.Gift Cards Frontend

Customers can directly recharge their coupons, Check their balance, and group gifting orders from here.

5.1 How Customers Can Recharge Their Gift Card

Customers can recharge their gift cards and extend their usability. To facilitate this top-up, customers have to go to the My Account >> Gift Cards tab >> Coupon Recharge.

Recharge Their Gift Card

After that, they can enter the recharge amount and coupon code to recharge their gift card.

5.2. Group Orders

In this tab, customers can see their group gift card orders.

5.3. Check Balance

In this Tab, customers can enter the email associated with their gift card and coupon code to check their gift card balance.

Coupon Recharge

5.4. View Gift Cards

This new Gift Card Details tab has been added to the gift cards section to provide customers with detailed information about their gift cards.

View Gift Cards

Customers can view coupon codes, check if the card has been used, see the order it was applied to (if applicable), check the expiry date, and review the gift card amount.

6.General Settings In Gift Cards For WooCommerce Plugin

After the successful installation and activation of the WooCommerce Gift Cards plugin, the admin can perform the following actions in the general settings:

General Settings

  • Enable: Toggle this to enable the WooCommerce Gift Card plugin.
  • Enable Tax: Toggle this to enable the taxation on gift coupons.
  • Enable Listing Shop Page: Toggle this to allow the listing of Gift Card products on the shop page.

Enable Listing Shop Page

  • Individual Use: Toggle this setting if the gift card coupon should not be used in conjunction with other gift vouchers & coupons.
  • Free Shipping: Toggle this setting to enable free shipping for the gift card WooCommerce products.

shipping charges

  • Gift card Coupon Length: Enter card coupon length. The minimum size of the coupon is 5.
  • Gift card Prefix: Enter the Gift Card prefix for the coupon code.
  • Gift card Expiry After Days: Enter a valid number after that a purchased Gift Card will expire. Keep value 0 for no expiry date and value 1 for one-day expiry when the order is completed.
  • Minimum Spend: This setting lets you set the minimum spend for gift certificates.
  • Maximum Spend: Set the maximum spend on the gift certificates
  • Gift card Number of Time Usage: Decide how many times a Gift Card can be used before the Gift card goes empty.
  • Premium Gift Card PDF Name Prefix: Add the prefix name to the PDF when attaching it to your gift card template using this feature.
  • Enable the Sent Multiple Gift Card Feature : Premium You can allow customers to send gift coupons to multiple recipients in one go. They have to enter the recipient’s email address and separate them by a comma (,)

Enable the Sent Multiple Gift Card

  • Enable Date Feature : Premium Toggle this setting to allow the Gift Card products to be sent to the receiver on the selected date.
  • Date Format : Premium Select the date format which you want to show on the Gift Card.
  • Enable Payment Gateway For Gift Card : Premium Here choose the separate payment gateway method for Gift Card Products otherwise default payment gateways will work.
  • Disable Category : Premium Toggle this box if you want to change the Gift Card Product category. You have to select the category every time you create a Gift Card product. The Default Gift Card category will not be assigned automatically.
  • Gift Card Dashboard Content : Premium As we have updated our gift cards layout to provide a clean and minimal look, this option is to customize the content that will be displayed on the Dashboard.

gift cards dashboard content

  • Hide Recharge Coupon Code : Premium The new dashboard design shows the three tabs Coupon Recharge, Group Orders and a tab to check balance. By enabling this option, you can hide the recharge Coupon Tab

coupon tab

  • Hide Group Order Details : Premium Just like the previous option, this will hide the Group Orders tab.

hide group order details

  • Select Color for Gift Card Dashboard : Premium With this option, you can customize the color of the dashboard.

select color for gift cards dashboard

7.Product Setting

In the Product Settings, you can include and exclude the product categories for the Gift Cards.

Product Settings

  • Exclude Sale Items: Check this box to restrict gift card coupons from applying to the sale items.


    Exclude Sale Items
     

  • Excludes Products: You can limit gift cards for WooCommerce from applying to specific products. If any excluded product is in the cart, then the gift coupon will not work.
  • Exclude Product Category: You can set exclusions for the gift card coupons, and if any excluded category products are in the cart, the gift coupon discount won’t apply.

    Exclude Product Category

  • Include Products :Premium Add the products from your product catalog to which the gift cards will exclusively apply. The discount will only apply if the included products are present in the cart. If left empty, gift vouchers will apply to all products that aren’t excluded.
  • Include Categories : Premium You can select the product categories suitable for the gift card coupon application. The coupon will apply only when the included category product is in the cart.

Exclude Product Category

  • Days Excluded : Here You can now set specific days when customers won’t be able to use their gift card coupons on your website.

Days Excluded

  • Disable Fields From Gift Cards Product Page : Premium Click on the check boxes of From, Message, Email, and Name fields to remove them from the gift card product page.

Selected Fields From, Message, Email, and name are hidden.

Disable Fields

  • Making Optional ‘To Email’ Field: Remove the validation from the ‘To Email’ field.
  • Making Optional ‘To Name Field: Remove the validation from the ‘To Name’ field.
  • Making Optional “From” Field: Remove the validation from the ‘From’ field.
  • Making Optional “Gift Message” Field: Remove the validation from the ‘Gift Message’ field.
  • Enable Gift Card Expiry Extension Product : Premium Toggle this option to create a product on the shop page, after enabling this option a new product will be created and shown on the shop page.Gift Card Expiry

Users can add their coupon code here and purchase the extension product to extend the validity of their coupons. You can customize this expiry extension product from the product settings and set the price and extension options.

Gift Card Expiry Extension

price and extension options

8.Email Template

An email is sent to the recipient to notify them about their gift card coupon purchase. You can manage their templates for gift coupon emails with the given settings.

8.1.Manage Template

In this section, you can design your email template.

  • Upload Default Logo: Upload an image that you want to use as the logo on the email template.
  • Logo Height (in “px”): Set the height of the logo in pixels.
  • Logo Width (in “px”): Set the width of the logo in pixels.
  • Email Default Event Image: Upload the image that you want to use as the default event/occasion logo in the email template.
  • Gift card Message Length: You can set the ultimate gift card message length. The default length of the message is 300. Users can check the current count of the message characters.
  • Default Gift Cards Message: Set the default message for gift cards.
  • Disclaimer Text: Here you can change the disclaimer text for the email template.
  • Enable to notify the sender: Toggle this option if you want the sender to know when the recipient has used their gift card.

Enable to notify the sender

8.2.Mail Settings

Use this email template to acknowledge the buyer for their gift voucher purchase. You can tailor the mail elements according to your needs and create custom gift card templates for sending emails.

mail setting

  • Gift card Email Subject: Use [SITENAME] shortcode as the name of the site and [BUYEREMAILADDRESS] shortcode as the buyer email address to be placed dynamically.
  • Email Subject to Sender : Premium Write an email subject of the email template for the receiver.
  • Email Notification to Sender : Premium Write the message acknowledging to the buyer that the gift card has been sent successfully. You may use the shortcode [TO] for placing the Recipient Email dynamically.
  • Downloadable Gift Card Email Subject for Buyer : Premium Downloadable Gift card email subject for gift card mail when received by the buyer. Use [SITENAME]shortcode as the name of the site to be placed dynamically.
  • Gift Card Email Subject for Admin : Premium You can customize the subject line for the gift card mail that’s sent to you when the buyer purchases the card. You can proceed to use the details to ship gift vouchers to the shipping address.


Use [SITENAME] shortcode as the name of the site and [ORDERID] shortcode as the order ID of the product to be placed dynamically.

Here is how the email will look in the recipient email after customizing the necessary settings.

Gift Card Email Subject

The recipient can also download the gift card by clicking on the mail attachment.

download the gift card

8.3.Coupon Mail Setting

The WooCommerce gift card plugin will send email notifications to users regarding the usage amount of their gift card coupons. This way, they can easily keep track of the remaining balance on their coupons.

Coupon Mail Setting

  • Disable Coupon Amount Notification Email : Click on the checkbox to disable all users’ gift card coupon usage notification emails.
  • Coupon Email Subject : Write the subject of coupon mail. Use [SITENAME] shortcode as the name of the site to be placed dynamically.
  • Email Notification to Sender : Write the message to notify the user about their coupon amount. Use [COUPONAMOUNT] shortcode as a coupon amount to be placed dynamically. 

Here the [DISCLAIMER] shortcode would be replaced by the above Disclaimer text field.

Here is How the Coupon Mail Will Show to Users:

Coupon Mail

8.4.Coupon Expiry Notification Mail

You can now easily remind your users before their coupon expires by sending them an email. This feature lets you customize the subject line and email content to match your brand.

Coupon Expiry Notification Mail

  • Enable Reminder Send Before Coupon Expiry: Toggle this option to enable this feature
  • Reminder Send Days Before Coupon Expiry: Set how many days before you want to send the reminder mail
  • Reminder Email Subject: Type an engaging email subject “Hurry Up! Your Gift Card is about to expire!”
  • Reminder Email Body: Customize email body, place shortcodes to dynamically fetch the details.

9.Delivery Method Settings

In this setting, you get to enable three delivery options for customers to send gift card emails to the recipient.

  • Enable Email To Recipient: The email-to-recipient feature is used for sending the gift card for WooCommerce via email only to the recipient.

delivery method setting

On the front end, you can see the normal delivery method to send the Gift Card.

delivery method gift cards

  • Downloadable-  In this feature, the gift card template is sent back to the buyer. The buyer will download the gift card template and send it to the recipient with the needed method.

On the front end, you can see the option of printing your gift card.

Enable Downloadable:

Downloadable Gift Card – Example:

download the gift card template

  • Enable Shipping on Gift Card : Premium In this feature gift card email is sent to the admin and the admin will deliver the gift card to the shipping address of the recipient.

After enabling this setting you can see the shipping option on the WooCommerce gift card.

Enable Shipping on Gift Card

Allow Customers to choose : Premium The customer can choose the method for gift card delivery i.e; Email to Recipient, Downloadable, and Shipping.

(i) Customers Can Select: From this section enable the delivery methods for the customers.

delivery method setting

After enabling this feature you can allow the customer to select the delivery methods within three delivery methods for the Gift Card products.

Allow Customers to choose

Apply Coupon On Shipping & Tax: In this feature, the user can also apply their coupon for shipping and tax i.e, the total amount of Gift Card product.

You can overwrite delivery methods via per-product setting: This setting allows you to set the per-product delivery methods.

                                    Goto ‘Product edit page‘ and click on the ‘Product data‘ section, here you can see                                                                                                  the ‘Overwrite Delivery’ setting. 

                                            Enable this setting and select the delivery methods for the specific product.

Overwrite Delivery

10.Other Settings

The WooCommerce gift voucher plugin offers two additional features to control coupon redemption and preview button usage. 

Other Settings

  • Disable Apply Coupon Fields: Admin can disable the apply coupon field which is applied to each order amount.

Disable Apply Coupon

  • Disable Preview Button: Preview Button enables the senders to view their templates for gift coupons before sending them to the recipient. You can disable the preview button as needed.

Frontend Representation – Before:

Disable Preview Button

Frontend Representation – After:

Preview Button enables

  • Enable Subscription Coupon Type: Toggle this button to enable coupon types for subscription. (Requires Subscription for WooCommerce Plugin)
  • Select Coupon Type: Here you can select coupon discount types including Fixed, Initial Sign-up fees, Initial Sign-up fees in percent, and more. (Requires Subscription for WooCommerce Plugin)
  • Enable New Layout: A refreshed design for the Gift Cards Product Page – a simple, responsive, and intuitive layout for hassle-free gifting.

Frontend Representation – Old Layout:

Enable New Layout

Frontend Representation – New Layout:

  • Enable Auto-Complete Gift Card Orders : Premium Toggle this option to autocomplete gift card orders. It will automatically complete orders for gift cards delivered via email or as downloadable products (not shipped).

This only applies if the gift cards are delivered via email or as downloadable products, and the cart contains only gift card items.

  • Enable Bcc option for Gift card Mails :Premium BCC (Blind Carbon Copy) is a copy of an email message sent to a recipient whose email address does not appear (as a recipient) in the message. Click on the check box to enable the BCC feature.
  • Disable Resend Button:Premium Resend button is used to resend the gift card product mail to the recipient. Admin can disable the resend button option.

The user can also resend the email to the receiver in case their first attempt fails. 

Disable Resend Button

  • Disable Quantity: Premium Toggle this option to disable quantity on the cart page, your users will not be able to send gift cards in multiple quantity if you enable this setting.

Disable Quantity

  • Disable Send Today Button : Premium Send Today button is used for sending the gift card on the current day. You can disable this option for customers. The customers can select the date on which they want recipients to receive their gift certificates. They can also send the scheduled gift certificate on the current day through the order details section.

Disable Send Today Button

  • Disable Preview Button: Premium Preview Button enables the senders to view their templates for gift coupons before sending them to the recipient. You can disable the preview button as needed.Disable Preview Button
  • Enable PDF Feature: Premium Enable this feature to allow customers to get WooCommerce gift certificates with PDF attachments along with the email.

Enable PDF Feature

After enabling the PDF feature, two library options will be shown only to old users so that they can switch to the new MPDF and WKHTMLTOPDF.

MPdf and WKHTMLTOPDF

For the best experience, use MPdf, as WKHTMLTOPDF is deprecated.
Note: If you’ve been using the Gift Cards plugin for a while, after selecting the MPDF make sure to import new templates, as the old ones are no longer supported.

  • Select the PDF Template Size: Premium After enabling this feature custom will get a Giftcard email along with the attached PDF.

Select the PDF Template Size

  • Enable Browse Image for Gift Card: Premium After enabling this feature customers will browse the image for Gift Card Product.

Enable Browse Image for Gift Card

You click on the following checkboxes to enable these listed functions of the gift card for WooCommerce plugin : (All setting is available in pro)

  • Manual Increment Usage Count for Gift Coupon: Allow manual increment usage of Gift Coupons.
  • Enable Product for Custom Page: Display the Gift Card product on the custom page.
  • Select Custom Page: Select pages to display the Gift Card Product with the shortcode product_page id =”xyz”
  • Hide Gift Card Notice: Hide the Gift Card notice from the product page.
  • Hide Featured/Thumbnail Image: Hide the feature images from the product page.
  • Disable Buyer Notification: Disable the notification to the buyer about where their Gift Card has been sent.
  • Enable Product for Custom Page: Toggle This Option if you want to show any gift card product on a custom page.
  • Select Custom Page: Select your custom page from this dropdown and use the [product_pageid=”XYZ”] shortcode to show the products on the custom page
  • Hide Recharge Coupon Code Field: Toggle this option if you want to hide the recharge coupon field from the myaccount> gift cards section

11.Offline Gift Card Setting

11.1. Import Offline Coupons

Through this section, you can import Offline Coupons. If you’ve created and offered some gift coupons offline and want your customers to use those coupon codes at your online store to get a discount, you can import them from this tab.

11.2. Offline Gift Card List

If you want to send gift cards to hundreds of customers, you just need to select and import the .csv file where all the required data is mentioned. Then you can choose the fitting template for gift coupons, and it will be sent to all the users.

Offline Gift Card Setting

Read the instructions carefully before importing your .csv file.

You can use this table to send gift card coupons to many users at once. Just click on Add New and add all the required details. Click on Save & Send, and your gift card coupon will be sent on the set date to the added email.

online gift cards

You can view details of all shipped gift cards by clicking on the ‘View List‘ tab.

View List of Offline Gift Cards

12.Import/Export Setting

12.1. Export Gift Coupons 

  • Export Online Coupons Details:  You can export a report of all the online gift card coupons in a .csv file format by clicking on the Export CSV button.
  • Export Offline Coupons Details: Clicking on the Export CSV button to export a report of all the offline generated coupons in a .csv file format

12.2. Import Gift Coupons 

In this section, you can import the gift coupon codes from a .csv file if you don’t want to use the predefined codes generated by our Gift Card Pro plugin. 

Read the instructions carefully before importing a Gift Coupon file. To import a gift coupon file, just click on the “Choose File” button and select your file that contains the coupon codes, and click on Import.

Import Gift Coupons

You can also import gift card coupons for specific products by adding the Product ID to the CSV file. You can assign multiple coupons to a single product for automatic distribution. If no Product ID is provided, the coupon will be assigned randomly. 

Make sure to export the demo CSV for reference to avoid any confusion.

export the demo csv

Now you can directly import gift card coupons using the CSV and directly assign them to products; just select the product before importing your CSV from the option, this way, you don’t have to manually add the product details in the CSV, saving your precious time!

12.3. Import Gift Products 

If you don’t want to create digital gift cards manually, you have to import the card details in a  .csv file. To import a gift coupon product file, just click on the “Choose File” button and select the file that contains the product data, and click on Import.

import gift products

From this tab, you can import WooCommerce gift coupons and products and sell them.

13.Group Gifting

Group Gifting refers to a scenario where multiple individuals contribute money or resources to collectively purchase a gift for someone. This concept is often applied in various contexts, such as birthday gifts, wedding registries, or crowdfunding campaigns for specific items.

Our Gift Cards Plugin Supports The Feature For Group Gifting. You can read the group gifting documentation here

14.Discount Settings

Merchants can enable the discount amount on gift cards for WooCommerce.

Note: Please make sure that you have checked the GIVE DISCOUNT option from the product edit page only then will it reflect on the front.

discount setting

  • Enable Discount on Giftcard Products: Check this box to enable the discount on gift certificates.
  • Select Discount Type: Choose the discount type for gift card products either fixed or percentage.
  • Enter Discount within Price Range: Enter discount within the maximum, minimum price range, and discount amount.
  • Select Discount Type is Fixed: Select discount type is fixed from the dropdown.
  • Set the Discount Amount with Price Range: After selecting the discount type, set the discount amount with the price range.

Discount Amount with Price Range

  • Select Discount Type is Percentage: You can also select the discount type in percentage.
  • Set the Discount Amount with Price Range: After selecting the discount type, set the discount amount with the price range.

Select Discount Type is Percentage

15.Thank You Order Setting

The merchant would be able to send Thank You gift coupons to their regular customers, who have placed the required number of orders for that coupon.

 Thank You Order Setting

  • Want to give a Thank You Gift coupon to your customers: Check this box to enable gift coupons for those customers who had placed orders on your site.
  • Select the Order Status: Set the status when the Thank you gift card coupon would be sent.
  • Number of Orders, after which the thank you gift card would send: Enter the order number after that you want to give the gift card coupon to your customer.
  • ThankYou Coupon Expiry: Enter the number of days for coupon expiry. Keep value 1 for one-day expiry after generating the coupon keep value 0 for no expiry.
  • Select ThankYou Gift Coupon Type: Choose the thank you coupon type. It is either fixed or percentage.
  • Enter a Thankyou Message for your customers: This message will print inside the Thank You template. You may use shortcodes [COUPONCODE], [COUPONAMOUNT], and [COUPONEXPIRY].
  • Enter Coupon Amount within Order Range: Enter the thank you coupon amount with the price range.

Email Representation:

Here is how customers will receive their thank you coupon

thank you coupon

16.QR/Barcode Settings

The QR Code/Barcode is used over the WooCommerce gift card to provide security.

16.1.QR Code Settings

Enable QR Code: Choose this option to enable the QR code function

Display Coupon Code: Toggle this option to display the Coupon Code Below the QR Code

Select ECC Level: This compensates for dirt, damage, or fuzziness of the BAR Code. Valid values are “L” (low ECC), “M”, “Q”, “H” (highest ECC). A high ECC level adds more redundancy at the cost of using more space.

Size Of QR Code: Option to enable QRCode after selecting the ECC level to select the size of the QRCode.

Margin Of QR Code: Set the QR Code margin over here.

You can see the QR Code on the ultimate gift card preview.

QR Code Settings

16.2.BarCode Settings

Enable Barcode: If the user wants to generate their BARCode with the Coupon code so here we give the option for the merchant to allow your user to generate their BARCode with the Coupon Code. 

Display Coupon Code: Enable this feature to generate your Barcode display the coupon code below the Barcode. 

Select Code Type: There are pre-designed code types for barcodes that you can use in different places for different purposes. 

Size Of Bar Code: Set the size of the barcode gift card. You can see the Barcode on the front end.

You can see the BAR Code on the front end.

Size Of Bar Code

17.Customizable Gift Cards Setting

This setting allows your customer to create digital gift cards and customize them before purchase. You can set a default image for cards and also allow customers to upload their images for the customizable gift cards.

17.1. Enable

Click on the checkbox to enable this setting.

Afterward, a Customizable Gift Card product is automatically created in the shop.

Your customer can buy gift coupons with the predefined Gift Card templates or make customizations in the template, such as uploading the Gift Card Image, entering the Message, Card Value, Sending Date, Enter Your Name, etc., in real-time.

Plus, you can implement duration-based pricing (variable) on the customizable gift card. Customers can select the duration from the price drop-down and pay accordingly.

Customizable Gift Cards

17.2. Allow Only Default Template Images

Through this setting, you can limit the customizable gift card image selection to default images only.

default template images

On the front end, your customers will only see the default images.

default images frontend

17.3. Allow Only Uploaded Template Images

Enable this setting to display only uploaded images on the front end. 

uploaded template images

On the front end, your customers can use only the images you’ve uploaded. To upload these images, go to the “Upload Images for Email Template” option.

upload images for email template

Here, you can upload multiple images, and only those will be visible on the front end.

Here’s how it will appear to the users.

gift card designs preview

17.4. Allow Both Uploaded Images and Default Images

You can display both uploaded images and pre-defined images on the front end.

allow upload and retain default images

Here’s how it will appear to the users.

upload and default imagesAs you can see, both the default images and the uploaded images are visible.

17.5. Upload Default Gift Card Image

You can upload and set a default image for Customizable WooCommerce gift cards.

upload default gift card image

On the front end, you can see the default Gift Card image.

default gift card image frontend

17.6. Create Gift Card Product

You can create a new customizable gift card only after deleting the previous one.

create gift card

Click on the ‘Create Gift Card’ button, it will redirect to the product edit pages. Here, you can enter the required product information like product name, featured image of the product, etc, and lastly click on the ‘publish’ tab.

After successfully publishing the product, the product will be listed on the shop page.

product listedIf you want to do further customization of the gift cards, you can use the gift cards setting tab, where you can customize the default price, pricing type, and many more.

customization for gift cards

17.7. Select Color Setting

This setting allows you to set the personalized background and middle section template color for your gift cards. You can also select the color for the disclaimer section.

select color settings

Here is how it’s updated over the frontend.

select color setting frontend

18.Scan/Fetch and Redeem/Recharge Giftcard Setting

This WooCommerce Gift Card plugin will help you to grow your revenue by offering easy redeeming/recharging of gift card vouchers for your offline businesses. You can redeem/recharge all types of gift card coupons from the gifting portal.

To use the Giftcard Redeem Link on the web-store follow these steps.

Step 1: First click on the “Get Me My FREE Redeem Link“.

WooCommerce Gift Card Redeem

Step 2: Now a popup window will be displayed on your dashboard, here enter your Email Id, Name, and then click on the “Generate Link” tab.

Redeem Gift Cards

Step 3: After clicking on the “Generate Link“, your Gift Card Redeem Link and Embedded link will be displayed on your panel with walkthrough steps and the login details will be sent to the given email id.

redeem gift card for woocommerce

Step 4: Now Copy the Giftcard Redeem link or Embedded code to log in to your web-store of gifting.wpswings.com by using the credentials given in the received email. To use the embedded code first you have to create a Page and then paste the embedded code on it.

login

Step 5: After successful login with the dashboard, you will get the shop page of the web-store. 

Here you can see all transactions of Giftcard vouchers. The WP Swings gifting portal allows you to scan, redeem, & recharge gift cards, and view various reports related to gift card sales. 

It is an exclusive service of our WooCommerce gift cards plugin, suitable for both offline and online stores. Note: The gifting portal only works for gift cards created using our plugin.

transaction of gift card vouchers

Step 6: Now go to the “DASHBOARD“, here you can start Scan/Fetch and Redeem/Recharge the gift card coupon. You can scan or enter the coupon code to fetch the detail of the Gift card and you can also redeem/recharge the Gift card coupon easily. 

The dashboard distributed into 3 sections.

  1. Scan: Click on the scan button you can scan the Gift Card Coupon details.
  2. Gift Card Details: Here enter the Gift Card Coupon Code to fetch the details of the Gift Card. After entering the coupon code you can view all the details of the giftcard coupon like amount, expiry date, usage limits of the Gift Card Coupon, etc. 
  3. Redeem: You can enter the amount to redeem the value from the Gift Card Coupon or add value to it.
scan gift card

To use the redeem link on this POS system, follow the steps below

  1. Copy the embed link and paste it on any page at POS.
  2. Login using the credentials given in the received email.
  3. Start Scan/Fetch and Redeem/Recharge.

18.1.Open Shop

You can open the front-end panel to scan QR/Bar codes, fetch details from coupon codes, and redeem & recharge gift cards. Also, you can add a custom note while editing the gift card value. This panel works for both online and offline stores.

18.2.Dashboard

The dashboard shows an overview of the gift portal usage with Total Redeem, Total Recharge, and Transaction Comparison data. You can access the Dashboard from the admin menu on the left panel.

Dashboard

  • Total Redeem: Number of gift cards you’ve redeemed. 
  • Total Recharge: Number of gift cards you’ve recharged.
  • Transaction Comparison: Show the percentage of gift card redemption and recharge compared to the total transactions.

18.3.Shop

The shop settings tab allows you to configure gift card usage, view reports, give access control to your employees, and add new stores to the gifting portal.

18.4.Gift Card Settings

You can set the basic gift coupon usage limits using the settings tab. 

gift card settings

Follow these steps to edit the settings: 

  • Currency: Enter the currency symbol to change the operational currency of your gifting portal. 
  • Expiry Days After Recharge: Set the number of days after which a recharged gift card will expire. 
  • Usage Limit After Recharge: Enter the limit of gift card redeem limit of recharged gift card. 

These settings will apply globally to all your recharged gift cards. So, click on Submit to implement your changes.

18.5.Gift Recharge Report

In the Recharge Report tab, you can view a detailed report of gift card recharge according to date, store, and employee.

gift card redeem report

SEARCH From the Search section, you can filter the gift card recharge report by following these steps: 

Date: Select a Date Range for the gift card recharge report. For example, This Month, Last Month, or Custom Range. 

Store: Select a store from the ones registered on the gifting portal. 

Employee: Select from the employees you’ve given access to the gifting portal. And click on the Submit button to render the report. 

The fetched data will display in the Recharge Report table.

18.6.Gift Card Redeem Reporting

The Redeem Report Table contains data regarding all gift card redemptions carried out by you across all stores. 

You can filter out the report using the following steps:

SEARCH 

  1. Date: Select a Date Range for the gift card redemption report. For example, This Month, Last Month, or Custom Range. 
  2. Store: Select the store whose redeem report you want to fetch. 
  3. Employee: Select the employee who has access to redeem gift cards. Click on the Submit button to generate the report.

18.7.Add Multiple Stores

The Stores tab contains the list of stores you’ve registered on the gifting portal. You can edit, delete, or add new stores.

Add Multiple gift card

To edit the details of an existing store, follow these steps: 

  1. Click on the edit button. 
  2. Enter the required details you wish to change. 
  3. You can edit the details like Name, Owner, Location, Phone, Language Set, Design Set, and Assign Employee.
  4. Click on the Update Button to save your changes.
multiple gift cards

To delete a store, follow these steps: 

  1. Go to the Action Column of YOUR ALL STORES table. 
  2. Click on the Delete button and confirm. 

To add a new store: 

  1. Click on Add Store button 
  2. Add all the required information in the fields 
  3. Lastly, hit the Add button

18.8.Add Unlimited Employees

The Employees tab has the list of individual(s) who have the access to redeem and recharge gift cards. You can add or remove employees as per your need. Plus, you can implement passwords for each employee to add a layer of security and ensure authorized access only.
If You are using the free version of the plugin, you are limited to create only 2 employees, upgrade to the pro version for unlimited access
add multiple employee in gift card

The Employee table has the following columns: Serial No., Employee Name, Email ID, Position Phone, Manager, Added Date, and Action. 

Follow these steps to add a new employee:

  1. Click on the Add Employee button. 
  2. Enter the following details: Employee Name, Email, Position, Manager Name, Phone, Shop, Password and Confirm Password. 

   At last, click the Add button to give access to the new employee.

Adding gift cards employee

19.Notification

Enable WhatsApp Sharing

This setting allows your user to send the Gift card coupon details via WhatsApp to their recipient.

 

Enable WhatsApp Notification

  • Enable PDF Link: Click on this checkbox to share the ultimate gift card in PDF format through the PDF link on WhatsApp
  • Enable WhatsApp Sharing: Through this setting, the admin can enable the WhatsApp sharing of Gift card Details.
  • Message Content: Enter the content for the WhatsApp notification by using the specific shortcodes.

    Use [TO] shortcodes as the name of the sender, use [FROM] shortcodes as the name of the receiver, use [MESSAGE] shortcodes for the gift card message, use [COUPONCODE] shortcodes as the coupon code, use [AMOUNT] shortcodes for the gift card amount, use [EXPIRYDATE] shortcodes as the expiration date of the gift card to be placed dynamically. And the last click on the save setting button.

    After successfully saving the setting by the admin, the customer can see the ‘share on WhatsApp’ button on the order details page. Using this button they can share Gift Card details to their recipient directly via personal WhatsApp amount.

order detail

Enable SMS Notification

This setting allows your user to send the Gift card coupon details via message to their recipient.

To enable this setting first you have to fill out the Twilio Account credentials, If you don’t have a Twilio Account, visit the Twilio Website and create an account by clicking on the given link.

Enable SMS Notification

  • Enable SMS Notification: Click on the checkbox to enable this setting.
  • Account SID: Enter your Twilio Account SID.
  • Account Auth Token: Enter your Twilio Account Auth Token.
  • Twilio Number: Enter your Twilio Number.

After successfully saving the setting by the admin, the customer will be able to send the gift card coupon details via SMS to their recipient contact number.

gift card coupon details via SMS

On the Add to the Cart page, customers can enter their recipient contact number to send the gift card coupon details after placing the order.

Enable WhatsApp Notification

Gift Cards Pro plugin lets you send gift card details to customers via WhatsApp notifications. With easy setup, you can quickly share personalized gift card details.

In the notification tab find the option to enable WhatsApp Notification, simply toggle this setting to activate WhatsApp notifications for your customers.

enable whatsapp notificartionEnter Access Token: You need to enter your Access Token to integrate WhatsApp with your gift cards site. This token can be obtained from the Facebook Developer Dashboard after creating an account. Let’s see how to do it…

enter access tokenAfter creating your account on the Facebook Developer Dashboard, navigate to the Apps section from the top bar and create a new app.

create new appFill out the required fields in the multi-step form based on your needs. Once completed, your new application will be set up, and you will be redirected to the application dashboard.

add products to your appOn the left sidebar, locate the WhatsApp section and click on API Setup. If you don’t see the WhatsApp option, you can easily add it from the Product section below with a single click.

generate access tokenInside the API Setup section, click on the Generate Access Token button. A pop-up window will appear, prompting authentication. Once authenticated, your Access Token will be generated and ready for use.

Once you have generated your Access Token, copy it and paste it into the Enter Access Token field in the plugin

Next, locate your Phone ID in the developer dashboard. As shown in the screenshot below (with some details blurred for security purposes).

API idCopy the Phone ID and paste it into the Phone ID section of the plugin.

After completing these steps, the next step is to send a test message to verify that your WhatsApp configuration is working correctly. This will ensure that the integration is set up properly and ready for use.

WhatsApp configuration verificationTo verify your WhatsApp integration, enter the recipient’s phone number in the “To” section of the plugin. Then, click on the “Send Message” button.

If the configuration is correct, a message will be successfully sent to the recipient using the default template.
The next step is to create a WhatsApp Template for sending gift card details to your members.

create whatsapp template1. To create a WhatsApp template, follow these steps:

  • Access WhatsApp Manager
  • Navigate to the App Dashboard from the top left corner.
  • Under the dashboard, click on WhatsApp Manager.

create whatsapp's templates2. Manage Templates

  • In the WhatsApp Manager, click on Manage Templates to view a list of previously created templates (if any exist).

3. Create a New Template

  • Click on the Create Template button.

In the screenshot below, you can see an example of a WhatsApp template.

example of a WhatsApp templateWhile creating your template, you can define the subject and body content, using placeholders for dynamic data.

  • {{1}} will be replaced with the customer’s name.
  • {{2}} will be replaced with the body content of the message.
  • You can add additional placeholders for any other details you want to personalize.

Once you’ve customized your template, click the Submit for Review button in the top right corner. The Facebook review team typically takes around 24 hours to approve the template.

Once approved, your template will be active and ready to use.

Now, you are ready to send notifications to your members.

20.Rest API For Gift Cards

Base Url for accessing Gift Card Coupons : {home_url}/wp-json/api/v1/giftcard/

Click on the Generate API Key to Generate your consumer-key and consumer_secret key.

rest API setting

Authentication

For authentication, you need Consumer Key consumer_key and Consumer Secret consumer_secret keys. 

Response on wrong API details

   {

        “code”: “rest_forbidden”,

        “message”: “Sorry, your key details are incorrect.”,

        “data”: {

            “status”: 401

        }

    }

Retrieve GiftCard Coupon Details 

POST {home_url}/wp-json/api/v1/giftcard/coupon-details

Required Parameters: consumer_key, consumer_secret, coupon_code

JSON request example:

   {

        “consumer_key”:”XXXXX”,

        “consumer_secret”:”XXXXX”,

        “coupon_code”:”wps-uwsqb”

    }

JSON response example:

   {

        “code”: “success”,

        “message”: “There is Giftcard Coupon Details”,

        “remaining_amount”: “10”,

        “discount_type”: “fixed_cart”,

        “usage_count”: 2,

        “usage_limit”: 10,

        “description”: “GIFTCARD ORDER #491”,

        “coupon_expiry”: “15/05/2025”

    }

Gift Card Coupon Redeem 

POST {home_url}/wp-json/api/v1/giftcard/redeem-coupon

Required Parameters: consumer_key, consumer_secret, coupon_code, redeem_amount

JSON request example:

   {

        “consumer_key”:”XXXXX”,

        “consumer_secret”:”XXXXX”,

        “coupon_code”:”wps-uwsqb”,

        “redeem_amount”:5

    }

JSON response example:

   {

        “code”: “success”,

        “message”: “Coupon is successfully Redeemed”,

        “remaining_amount”: 12,

        “discount_type”: “fixed_cart”,

        “usage_count”: 3,

        “usage_limit”: 10,

        “description”: “GIFTCARD ORDER #491”,

        “coupon_expiry”: “30/05/2024”

    }

Gift Card Coupon Recharge/Update Details ( Coupon Amount, Coupon Expiry, Usage Count, Usage Limit ) 

POST {home_url}/wp-json/api/v1/giftcard/recharge-coupon

  • Required Parameters: consumer_key, consumer_secret, coupon_code, recharge_amount
  • Optional Parameters: coupon_expiry( in timestamp ), usage_count, usage_limit

JSON request example:

   {

        “consumer_key”:”XXXXX”,

        “consumer_secret”:”XXXXX”,

        “coupon_code”:”wps-uwsqb”,

        “recharge_amount”:6,

        “coupon_expiry”:”1717050604″,

        “usage_count”:2,

        “usage_limit”:10

    }

JSON response example:

   {

        “code”: “success”,

        “message”: “Coupon is successfully Recharged”,

        “remaining_amount”: 18,

        “discount_type”: “fixed_cart”,

        “usage_count”: 2,

        “usage_limit”: 10,

        “description”: “GIFTCARD ORDER #491”,

        “coupon_expiry”: “30/05/2024”

21.Reporting Gift card to the Admin

From now this WooCommerce gift voucher plugin provides reporting to the admin of all gift cards, There are two ways to view the report.

  1. Navigate to the dashboard click on the WooCommerce > Reports > Gift Cards. Here admin can view and edit the gift cards detail generated by the customers.

gift cards detail

     2. Directly clicking on the ‘GC Report’ on the top menu of the dashboard.

GC Report

To view the complete description of the gift card click on the ‘View Details’ button of the specific gift card.

Here, the admin can see the full report of the gift card.

full report of the gift card

22.Compatibility with Points and Rewards For WooCommerce

The Gift Card for WooCommerce Pro plugin is compatible with the Points and Rewards for WooCommerce plugin allowing your customers to convert the value of their gift card into points. 

The admin can enable this feature and set the conversion rate  by navigating to the GiftCards >> Settings >> Other Settings point and reward

Then, the customers can convert their coupon into points by navigating to the My Account >> Points Section.

Points Section

23.Compatibility With Subscription for WooCommerce Pro

The WooCommerce gift card plugin is compatible with the Subscriptions for WooCommerce Pro plugin. It enables you to leverage the following benefits:

a) You can allow users to use gift card coupons for subscription-related activities like the first signup fee discount, a signup percentage discount, and recurring discounts.

b)  Use gift cards on existing subscriptions for renewal orders based on coupon amount.

c) If the subscription is purchased using a gift card, the same gift card will be applicable for the renewals.

24. Compatibility with Return Refund & Exchange For WooCommerce

The gift Card for WooCommerce Pro plugin is compatible with the  Return Refund & Exchange for WooCommerce and RMA Return Refund & Exchange for WooCommerce Pro.

With this compatibility, the customers are able to file refunds and exchange requests for the gift card products they purchase. 

But customers must fulfill these two conditions: 

  1. a) The expiration period of the gift card shouldn’t be achieved
  2. b) Its usability should be equal to zero.

You can credit the refund into their RMA wallets instead of paying them back through the payment methods they used for gift card purchases.

25.Compatibility With Wallet System for WooCommerce

Our Ultimate Gift Cards for WooComerce plugin is compatible with Wallet System for WooCommerce Pro and Wallet System for WooCommerce.

wallet system for WooCommerce

The WooCommerce Wallet users can redeem their gift cards to add balance to their wallets. The complete value of the gift card will be transferred to the user’s wallet upon redemption. They may use the updated balance however they like.

26.Compatibility with "Price Based on Country for WooCommerce" plugin

Our gift cards plugin is compatible with the Price Based on Country for WooCommerce plugin. With this compatibility, you can define the currency for different countries. So, based on the geolocation tracking of your users, the WooCommerce gift card currency will be different from your base currency.

woocommerce-ultimate-giftcard-shipping-zone

27.Premium version Settings

Gift Cards for WooCommerce Pro helps you create, sell & manage gift cards on your WooCommerce store. It lets you share gift cards through Emails, WhatsApp, and SMS, & easy download PDFs for offline printing. WooCommerce Gift Cards come with loads of features. Here are some of them:

WHAT PREMIUM VERSION OF  GIFT CARDS  FOR WOOCOMMERCE PRO OFFERS

  • Gift Card reporting
  • Generates Gift Card in PDF
  • 20+ pre-designed Gift Card templates
  • Image gallery for Gift Cards
  • Gift Card scheduling
  • Import/Export Gift coupons
  • Gift Card shipping to recipient’s address
  • Twilio integration for SMS notification
  • WhatsApp sharing for Gift Cards
  • Automated balance updates
  • QR/Barcode coupon codes
  • Discount on gift card purchases

TAKE ADVANTAGE OF EXCLUSIVE FEATURES OF WOOCOMMERCE GIFT CARD PLUGIN

Get premium version of Plugin Gift Cards for WooCommerce Pro 

Visit the WooCommerce Gift Cards Documentation to learn more about the plugin’s Premium features and functionality.

28.Feedback and Suggestions

Don’t see a feature in the Gift Cards for WooCommerce Pro plugin that you think would be useful?

We’d love to hear it: Reach out to our Support query and we’ll consider adding it in a future release.

29.FAQs

 

How can I edit the Gift Card templates?

To edit the Gift card template from the “Gift Card” menu where all the templates are listed. Click on “Edit” to edit a particular template. Now the editing page of the template will open. You can make the changes and update the template.

Can a customer redeem the gift card total amount in different transactions? Like a $100 coupon is used for a $60 transaction and then the remaining $40 in the next order.

Yes, we have this feature in our plugin. To let customers do this, you need to increase the usage of the gift card. Go to your WordPress Dashboard and navigate to Gift Cards > General Settings. Under the General Settings, you’ll find Gift Card No. of time usage. Increase the usage to the number of times you want your customers to redeem a gift card amount

Can I set the expiry of the Gift card?

Yes. In the General Settings of the plugin, you can set the number of days after which the gift card will expire.

I want gift card coupons that can't be used on a few product categories. How can I do that?

You can easily exclude the product and product categories on which you don't want to apply the gift card coupons. Just go to the Gift Card > Settings > Product tab. Here you can select the product and product categories on which you don't want to apply the gift coupons. You also get an option to exclude Sale Items in this tab.

How can I allow the customer to enter their own price for purchasing the Gift cards?

If you want your customers to enter the price of their own choice, you can select the "User Price" option from the Pricing Type dropdown in the gift card product edit page while creating your Gift Card product. This will let your customers enter the gift card price of their own choice.

After receiving the Gift coupon, How can the recipient use this coupon code?

We have inherited WooCommerce features for creating Gift coupons. So your customer can use Gift coupons the same as the WooCommerce coupons. They can apply the coupons on the cart/checkout page to get the discount.

How can I restrict the customer to purchase the Gift card products from the coupons?

Yes, We have provided this feature under the "Other Setting" tab of the plugin. After enabling this setting, the "Apply Coupon" field will not get displayed on the cart/checkout page if only the gift card product is in the cart.

From where can I mention the "Disclaimer" in all the gift card templates?

To add the disclaimer in your Gift Card email templates, go to  Gift Card > Settings > Email Template > Disclaimer Text. Add the disclaimer text here and Save Changes when done. The added text will be displayed on all the gift card product templates.

Can we set the minimum price for user price type?

Yes, the admin can set the minimum price for the user price type. For this, please go to the Product edit page, Choose User Price type, and Set Minimum Limit.

30.Helpful Resources !!

  • How to Sell Gift Cards on your WooCommerce Store?
  • eCommerce Gift Cards : 7 Key Roles in Retail Business Growth
  • How to Redeem Gift Cards at a Retail Store?
  • All you need to Run a Successful Gift Card Program
  • Top 11 Gift Card Mistakes Online Retailers Makes and How to Avoid them

31.Case Studies

  • Stoffsalon Case Study
  • Dee Why Therapeutic Centre Case Study
  • Ezenpur Day Spa Case Study 
  • Slowdays Case Study 
  • Cast Iron Chief Case Study
Suggest Edit

Filed Under: Org, WooCommerce / WordPress Tagged With: free, gift card coupons, woocommerce, woocommerce gift, woocommerce gift card, woocommerce gift certificates, woocommerce gift product plugin, wordpress gift voucher plugin

Return Refund and Exchange for WooCommerce

May 15, 2018 by sanjeev maurya

search_image
  1. Overview
  2. Installation
    1. Free Version
    2. Premium Version
    3. License Activation
  3. General Settings
  4. WooCommerce Refund Settings Tab
  5. Exchange Tab
  6. Cancel Tab
  7. RMA Policies Tab
  8. Order Message Tab
  9. Wallet Tab
  10. Global Shipping Tab
  11. Integration Tab
  12. API Settings Tab
    1. Enable API
    2. Secret Key
    3. API Implementation
  13. SMS Notification
  14. WhatsApp Notification
  15. RMA Report
  16. Process Workflow Demonstration For Refund, Exchange, And Cancel Requests Utilizing The Plugin Features
  17. Plugin Compatibilities
    1. Compatibility With Bookings For WooCommerce
    2. Compatibility With Ultimate WooCommerce Gift Cards
    3. Compatible with Sequential Order Numbers for WooCommerce
    4. Compatibility with WooCommerce Wallet System
    5. Compatibility with WPML
    6. WooCommerce HPOS Compatibility
  18. FAQs
  19. Feedback and Suggestions
  20. Helpful Resources!!!!
    1. Blogs
    2. Video Tutorials
    3. Case Studies

1.Overview

WooCommerce RMA Return Refund and Exchange plugin is a complete solution for any kind of refund and exchange request. It gives your customers an easy and simple way to apply for Refund, Exchange, Wallet, Cancel Order requests, and much more. The whole refund or exchange process goes under a proper mailing system being the ideal return management system. 

Benefits

  • Provides merchants with a complete WooCommerce refund system.
  • Assistance with efficient tax handling.
  • Get Access to shortcodes for email content.
  • Effectively plan refund policies.
  • Allow customers to add a reason for the refund.
  • Admins can have a holistic view of the returns, exchanges, and cancellations. 
  • The merchants can add the exchange and refund days product-wise for different types of listed items.
  • The merchant can enable/disable the WooCommerce refund request feature.
  • The user can submit multiple product refund requests with reason.
  • Add custom WordPress Refund Rules/Regulations and display them on the front end with ease.
  • Add a Coupon Regenerator to allow the customer to change the Wallet Coupon Code.

2.Installation

We have mentioned the installation process for both the Free and Premium Versions. The customers can refer to the one that is relevant to them. 

It is important to note that before activating the plugin RMA Return Refund & Exchange For WooCommerce Pro, you should have the Return Refund and Exchange For WooCommerce – WordPress plugin installed, as the plugin will not function without it.

So, if you don’t already have it, you can download it directly from here:

[Download Zip]

2.1.Free Version

  • Automatic Installation 

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.

The steps are as follows:

download and install RMA Return Plugin

  1. From the plugin menu click on “Add New“
  2.  Search for Return Refund and Exchange for the WooCommerce plugin, and click on the “Install” button.
  3.  “Activate” the plugin once installed.
  • Manual Installation

Manual installation of the plugin is another option to install the plugin to your WordPress environment.

The manual installation method involves downloading our Return Refund and Exchange for WooCommerce Extension and uploading it to your webserver via your favorite FTP application.

The steps are as follows :

  1.   Upload the Return Refund and Exchange for WooCommerce folder to the /wp-content/plugins/ directory.
  2.  Activate the plugin through the ‘Plugins’ menu in WordPress.

[Download Zip]

 

2.2.Premium Version

The WooCommerce Return Refund and Exchange Pro plugin can easily be installed abiding by the following steps that are detailed below-

  • Download the WooCommerce Return Refund and Exchange Pro plugin from the respective website product page i.e. WP Swings.
  • After that just log in to your WordPress dashboard.
  • Next to that, just navigate to the Plugins > Add New Page and hit the Upload Plugin button. 

choose plugin file to upload

  • Upload the .zip file of the plugin and hit the Install Now button.
  • Finally, activate this plugin from the Plugins > Installed Plugins page and hit the Activate button to continue.

2.3.License Activation

To work correctly, the plugin must be installed by following the mentioned steps. 

However, if you have purchased the premium version of the plugin and you want the benefit from automatic updates or access the support platform to receive help from our staff, you need to activate the plugin. The License Key is sent to you on your email ID.

Also, after Purchasing the premium version, admins can navigate to My Account > Orders > Your Order. There you’ll find the License Key. The License Key is also sent to you on your mail id. 

enter license code for pro plugin

To activate the plugin, you have to navigate to the “License” tab, here you can enter the “License Code”, and click on the “Activate” button. 

3.General Settings

The very next tab in the backend setup is the general tab. This tab covers all the general setup options available for the plugin as well as allows the administrator to enable the WooCommerce refund setting to your customer. 

To continue with this tab settings, firstly you have to enable these most basic yet essential toggle-based settings – 

general-settings-rma-org

3.1. Enable the WooCommerce Refund setting

This is a toggle-based setup option available that is purely dedicated to the smooth enabling/disabling of the refund feature within the plugin.

Frontend Representation, 

refund setting frontend

3.2. Enable Order Messages

This is a toggle-based setup option available that is purely dedicated to the smooth enabling/disabling of the order-related messages feature within the plugin.

Frontend Demonstration Of These Setting Options-

This is the actual order display section at the front end displaying Order Message and Refund buttons within. 

Have a look- 

my account view order message

As soon as you click on the Order Messages button you’ll be redirected to the page for order messages, displayed in the screencast below –

Order Message Frontend

Here, you can easily send and review your order-related message history, i.e., your communication with the store admin related to that particular order.

3.3. Enable To Show Bank Details Field For Manual Refund

This toggle option offers a bank detail field option, allowing customers to manually add their bank account details within where they desire to have their refund processed. The below-stated screenshot depicts the purpose of the setting offered. 

Show Bank Details Field For Manual Refund

3.4. Enable Time-Based Policy 

The admin can utilize this setting to set a specific time frame for all the refund, exchange, and cancellation requests. During this defined period, customers will have access to these respective request options on the website, while outside this timeframe, they will no longer be visible. 

For example: if the admin sets the time frame to be 9 AM to 10 AM, then the customers will not see the refund, exchange, and cancellation options after this time frame, these buttons will disappear from the website. 

NOTE: For this feature to work seamlessly, the merchant mentions the time slots for the buttons to be shown. Also, remember to follow the valid time, For example – 4:00 AM – 8:30 AM or 8:00 AM – 12 PM. 

3.5. Enable Exchange Premium

This is also a toggle-based setup option that is purely dedicated to the smooth enabling/disabling of the exchange feature within the plugin.

Frontend Representation, 

exchange front end setting

3.6. Enable Cancel Premium

This is a toggle-based setup option available that is purely dedicated to the smooth enabling/disabling of the order cancellation feature within the plugin. 

Frontend Representation,

cancel setting for frontend view

3.7. Enable Wallet Premium 

This is a toggle-based setup option available that is purely dedicated to the smooth enabling/disabling of the refund-based wallet feature within the plugin. 

Note– The Wallet feature of the WooCommerce RMA plugin is not available to guest users. 

Frontend Representation, 

rma wallet frontend

3.8. Enable Single Refund and Exchange Requests Per Order Premium 

Enabling/Disabling the single product-based refund and exchange can be managed per order utilizing this setting option available. 

Setting Demonstration…

Let’s take an instance of this refund order. To place a refund request their order needs to be completed at least. To proceed one must visit the My Account > Orders and hit the refund button there to proceed with the refund request for the same.

my account view order message

As soon as you click on the WooCommerce Refund button, you’ll be automatically redirected over to the Refund Request Form. 

Refund Request Form. Complete the form fields by entering the data requested and hit Send Request to continue with the same. 

Refund Request Notification

One Refund Request Notification will be displayed after the process and you’ll be redirected to the orders section again after 10 sec. 

 Refund Request on my account page

Now, if you observe here. You can see that— the status for that order would be updated to Refund Requested and the Refund & Exchange button is now not available with the order setting options. That’s, just because of the setting you’ve set enable i.e. Enable Single Refund and Exchange Request per Order.

Note– No matter whether you cancel your refund/exchange request after that, you still cannot process another request for the same if this setting is said to be enabled.

3.9. Enable Refund And Exchange For Exchange Approved Order Premium

Enabling/Disabling the single product-based refund and exchange can be managed per order after the merchant or the store owner has approved the order. 

3.10. Show Sidebar For Refund, Exchange, And Cancel Form Premium

If you want to enable/disable the sidebar for the refund, exchange, and cancel form available in the plugin, you can simply utilize this option.

3.11. Hide Refund, Exchange, and Cancel button for COD orders when Processing Premium

If you want to enable/disable the refund, exchange, and cancel button from the COD orders when setting the status to processing, you can simply utilize this option.

3.12. Guest Feature via Phone Number Premium

You can also offer a guest login feature for your visiting customers utilizing their phone numbers as a primary ID. With this feature, guest users need not be required to enter their email address to request for refund or exchange. They can do so using their phone number, and take the equivalent refund and exchange privileges as the registered users.

Frontend Representation,

refund exchange form frontend

3.13. Refund, Exchange, and Cancel functionality starts from the Order Status Date Premium

Here, you can simply mention the refund, exchange, and cancel order-based status sort in the available text field. 

Just define the fields and personalize the settings.

3.14. Guest Form Shortcode Premium

Your guest form can have a shortcode-based display at your ease. 

You can create your guest form shortcode here and utilize that to display your guest login forms in the website pages or sections you like. 

refund/exchange request form

After clicking on the Submit button, an order detail page will display with Woocommerce Refund, Exchange, and Cancel Request tabs. By clicking on these buttons users can send the requests.

return refund exchange bottons

3.15. Enable to Reset the License on Deactivation of the Plugin Premium 

You can simply utilize this setup option to enable/disable the reset setting after your license plan gets deactivated. 

 

4.WooCommerce Refund Settings Tab

The “Refund” tab contains the settings options to add a WooCommerce refund request button on your WooCommerce store and manage the complete refund process smoothly. 

WooCommerce Refund Settings Tab

The “Refund” tab contains the settings options to add a WooCommerce refund request button on your WooCommerce store and manage the complete refund process smoothly.

This setup tab contains further field-based setup options available-

4.1. Select Pages To Hide Refund Button

Utilizing the setting option you can show/hide the refund button from the selected pages. 

Select Pages To Hide Refund Button

Just you have to mention the pages in the text field available and make use of the setup feature.

4.2. Enable To Show Manage Stock Button

Utilizing the setting option you can show/hide the manage stock button. All you have to do is toggle the plugin feature ON/OFF.

If the admin accepts the Exchange request then manage stock by clicking on the “Manage Stock” button.

Manage Stock” button.

4.3. Enable Attachment

Utilizing the setting option you can offer an attachment feature within your refund, exchange, and Cancellation form. 

4.4. Attachment Limit

You can also offer the attachment-based limit when offering an attachment option within your refund, return, and exchange form. Simply mention the no. of attachments you can offer.

Note- When the Attachment limit on the front end is reached, the Add More button for additional attachments disappears automatically.

Frontend Demonstration Of The Setting – 

attachment limit

4.5. Enable Refund Shipping Charges

Customers can get a refund for the shipping charges as well. If the admin can utilize this feature to win their customer’s trust in their WooCommerce store. But it is also important to note that this feature does not work with partial refunds, shipping charges are not refunded in those cases.

4.6. Enable To Allow Refund Request Cancellation By User

By enabling this functionality, admins can allow their customers to cancel the created refund request if they want to. This helps customers to have the flexibility over their decisions, and also helps the admins to save the hassle of the entire refund process. 

NOTE: This functionality will only work if the initiated refund request is not approved by the admin. 

Frontend Representation –

Refund Request Cancellation

4.7. Enable/Disable Refund Functionality For Specific User Roles 

user role refund setting

Utilize this functionality of the WooCommerce Returns plugin to enable/disable the feature to restrict the refund functionality for specific user roles. 

4.8. Select User Roles To Restrict Refund Access

The admins can select specific user roles (they can select from the default user roles available in the WooCommerce store), the refund button will be hidden for the mentioned user roles. 

4.9. Enable Refund On Sales Item

You can also offer a refund option over sale-based products, likewise enabling or disabling the setting option. Simply turn the plugin feature on or off.

4.10. Deduct Coupon Amount During Refund

You can also provide a refund/reimbursement possibility while deducting your offered coupon amounts from the orders requested for refund. 

Yes, why give a full refund when your customers already enjoyed the discount coupons? You don’t have to do much; all you have to do is toggle the plugin feature ON/OFF.

Setting Demonstration

Assume you have a pre-created coupon for your store, as seen below.

Deduct Coupon Amount During Refund

As a result, your customer places an order with a coupon, which is also displayed above. As a starting point, I’m using the discount shown above.

Following that, the screencast below showed an order placed with a discount using the above coupon. Take a look at it.

checkout page

If a customer wants to return a product and receive a refund, he or she must first submit a refund request, which is done by clicking the Refund button in the orders area, which takes them to the Refund Request Form.

request refund botton on view order

After successfully submitting the refund request, the order will appear in the orders area with a status indication, as shown in the screencast below. 

return requested in view my order

When the merchant or business owner receives the refund request from the customer, he or she can process it in the backend for approval or cancellation.

You may watch the screencast below to see the refund request made by the customer, which includes a coupon discount —

Deduct Coupon Amount During Refund

When the merchant clicks the Refund button in the backend to process the refund amount, the Deduct Coupon Amount During Refund setting on the Refund tab is activated. He or She will be allowed to deduct the coupon-based discount from the return amount manually. 

The effect of this feature can be seen in the screencast below — 

 enter the refund amount and process the customer's refund.

Following that, the merchant is free to enter the refund amount and process the customer’s refund.

Take a look at the screencast below, which shows the coupon amount deducted from the refund amount processed.

coupon amount deducted from the refund amount processed

4.11. Enable Auto Accept Refund Request 

You can offer an Auto Accept Refund Request feature within your plugin for refunds, likewise enabling or disabling this setting option. 

4.12. Enable To Block Customer Refund Request Mail

You can simply block the customer from sending refund request mails, likewise enabling or disabling this setting option. 

4.13. Enable Auto Restock When A Refund Request Accepted

You can simply Enable Auto Restock When Refund Request Accepted, likewise enabling or disabling this setting option. 


APPEARANCE

 

4.14. Refund Button Text

You can simply customize your refund button text utilizing this setting. Just enter the text to display as a caption within your refund button at the front end.

For Example– If you have updated your refund button text to be-

Then, at frontend, your refund button would look like this – 

Refund Button Text

4.15. Enable Refund Reason Description

You can simply customize your refund reason-based description text utilizing this setting.

4.16. Predefined Refund Reason

You can simply offer custom predefined refund reasons for your refund-requesting customers utilizing this setting. Just enter the text over to display as predefined reasons for a refund at the front end.

Just add your list of predefined refund reasons separated by commas and display over frontend likewise, for more clarity refer to the screencast-

Then, the frontend visual would be like – 

Predefined Refund Reason

Your customer can conveniently choose one reason from the given list and proceed further.

4.17. Enable Refund Rules

You can also enable/disable the refund rules displayed at the frontend utilizing this setting option available at the backend. 

For that, just toggle On the Enable Refund Rules button and add your defined refund regulations in the Refund Rules Editor given below. 

4.18. Refund Rules Editor

This setup option offers easy and seamless integration of the refund rules editor i.e. editor in the backend. 

Refund rules mentioned in the editor would easily be displayed over frontend, for clarity refer to the screencast below – 

Refund Rules Editor

4.19. Refund Form Wrapper Class

The refund form-based wrapper class can be entered here utilizing the setting for the product page.

4.20. Refund Form Custom CSS

Custom CSS for your refund form can be entered here utilizing the setting option. Just add your custom CSS class here referring to the section.

Other than these setting options, some other setup links are available beneath the setup page referring to the email setup, they are-

To Configure Refund Request Email Click Here.

To confIgure the refund-request email-based setting you can refer to the link given here. – 

You can access the link given to configure your refund request based on that email. As you access the link given you’ll be automatically redirected to the page, displayed here in the screencast below – 

Configure Refund Request Email Click Here

This page consists of email configuration settings including the shortcodes to be displayed on the top that serve the purpose fully. The settings here include-

  • Enable/Disable– This is a checkbox enable setting that is required to serve the notification enabling and disabling feature in check.
  • Subject– This setting requires the mail subject-based input.
  • Heading– The email heading is to be inputted here to continue.
  • Custom email– The mail body or the mail description text needs to be updated here in this block.
  • Email type– You need to define the email type here.
  • HTML Template– This offers the link to the original template-based email copy if the merchant wants to edit the theme file directly. Either you can refer to the template through the link or hit the View Template button.

To Configure Refund Request Accept Email Click Here.

Similar to the refund request email configuration, you can also configure the refund-request accept email-based settings you can refer to the link given here and proceed with the settings part.

For a better understanding of the setup options and the page, refer to the screencast below-

Configure Refund Request Email Click Here

This page consists of accept email configuration settings including the shortcodes to be displayed on the top that serves the purpose fully. The settings here include-

  • Enable/Disable– This is a checkbox enable setting that is required to serve the notification enabling and disabling feature in check.
  • Subject– This setting requires the mail subject-based input.
  • Heading– The email heading is to be inputted here to continue.
  • Custom email– The mail body or the mail description text needs to be updated here in this block.
  • Email Type– You need to define the email type here.
  • HTML Template– This offers the link to the original template-based email copy if the merchant wants to edit the theme file directly. Either you can refer to the template through the link or hit the View Template button. 

To Configure Refund Request Cancel Email Click Here.

To configure, refund-request cancel email-based settings you can refer to the link given here.

You can access the link given to configure your cancel refund request based on that email. As you access the link given you’ll be automatically redirected to the page, displayed here in the screencast below-

Configure Refund Request Email Click Here

This page consists of cancel email configuration settings including the shortcodes to be displayed on the top that serves the purpose fully. The settings here include-

  • Enable/Disable– This is a checkbox enable setting that is required to serve the notification enabling and disabling feature in check.
  • Subject– This setting requires the mail subject-based input.
  • Heading– The email heading is to be inputted here to continue.
  • Custom email– The mail body or the mail description text needs to be updated here in this block.
  • Email Type– You need to define the email type here.
  • HTML Template– This offers the link to the original template-based email copy if the merchant wants to edit the theme file directly. Either you can refer to the template through the link or hit the View Template button.

4.21. Reason for Refund Placeholder

A placeholder can be added to this section of the settings to write refund reasons. The term “placeholder” refers to the set of words that appear in an input column or area before the user begins typing their data.

So, the refund placeholder can be anything you want it to be to give your consumers an idea of what they need to fill in there.

4.22. Refund Request Form Shipping Fee Description

If you want to add a shipping description within your refund request form, don’t worry just utilize this setting and easily add a description to your shipping.

If you want to update your shipping fee description can be added if you want to inform your customer about any important update in your shipping fee. For instance, refer to the screencast below-

Refund Request Form Shipping Fee Description

4.23. Enable Refund Note On Product Page

Utilize this setting to enable refund notes over the product page with ease, just you have to toggle switch ON the option to enable the feature.

4.24. Refund Note On Product Page

Corresponding to the above setting option the refund note text on the product page can be entered utilizing this option.

For a better understanding of the refund note, you can refer to the screencast displaying the custom refund note on the product page itself- 

Refund Note On Product Page

4.25. Choose Template

Choose Template

The admins can utilize this feature to present the customers with a brand new clear and concise refund form, that will make the refund process much more convenient. 

Frontend Representation –

refund form

5.Exchange Tab

The next tab is the exchange tab available to set up exchange product-related settings.

This tab includes different setup options along-

exchange tab rma pro

5.1. Select Pages to Hide Exchange Button

You may easily hide your exchange button from the pages of your website by using the configuration option.

All you have to do now is specify the page names and you’re ready to go.

5.2. Enable Exchange Request With The Same Products Or Their Variations

Enable this setting, If you want to allow your customer to exchange the product only with the same product or its variations.

For a clearer understanding, kindly refer to the demonstrative example below-

Refer to the screencast that displays an exchange request form. This form consists of an exchange option product list. 

Enable Exchange Request With The Same Products Or Their Variations

What customers need to do is to just choose one similar or variable product utilizing the Choose Product button given and set that as a replacement for their actual product.

5.3. Enable To Manage Stock Button

Enable this setting if you want to automatically manage stock when any exchange request is accepted. 

After accepting the exchange request, the admin can manage stock by clicking on “Manage Stock”.

Enable To Manage Stock Button

5.4. Enable Attachment

Enable this setting for the customers to send the attachment with the refund request. they can attach .png, .jpg, and .jpeg type files.

5.5. Attachment Limit

Admin can set the number of attachments that a customer can send along with the exchange request form. By default, this number is set to 15.

Note – When the Attachment limit on the front end is reached, the Add More button for additional attachments disappears automatically.

Attachment Limit

5.6. Enable to Exchange on Sales Item

Through this setting, the administrator can enable the exchange feature for the sale items. Just toggle ON the switch to start offering refunds on your sale items.

5.7. Deduct Coupon Amount During Exchange

The administrator can enable this setting to deduct the coupon amount from the exchange amount at the time of the exchange Request.

5.8. Enable To Block Customer Exchange Request Mail

The administrator can enable this setting when they want customers to not receive any exchange-related mail. This setting option disables the reply email from the customers and offers only one-way reply communication.

5.9. Enable To Auto Restock When Exchange Request Accepted

Admin can enable this setting to automatically manage the stock of the exchanged products. The product returned from the customers in exchange for some other product will be automatically added to the stock saving effort and time of the seller.

5.10. Show Add To Cart Button

Enable this setting, if you want to show the “Add To Cart” button at the time the exchange session is started. The “Add To Cart” button will display with the “Exchange Button”.

For clearer understanding and demonstration, you can refer to the screencast below that displays the “Add To Cart” button and will display with the “Exchange Button” along with the shop page.

Show Add To Cart Button

5.11. Enable To Allow The Exchange Request Cancellation By User

By enabling this functionality, admins can allow their customers to cancel the created exchange request if they want to. This helps customers to have the flexibility over their decisions, and also helps the admins to save the hassle of the entire exchange process. 

NOTE: This functionality will only work if the initiated exchange request is not approved by the admin. 

Frontend Representation –

exchange tab

APPEARANCE

5.12. Exchange Button Text

Utilizing the setting you can easily update your exchange button text and update whatever you like to add. Just enter the text to display as a caption within your exchange button at the front end.

For Example– If you have updated your exchange button text to be-

Then, at frontend, your refund button would look like this – 

Exchange Button Text

5.13. Enable Exchange Reason Description

Utilize this option to enable the exchange reason description field. For that, you just need to toggle switch ON the setup option. 

5.14. Predefined Exchange Reason

Merchants can add/remove predefined exchange reasons which may be the reason for the User. You can easily utilize this field to add multiple custom exchange reasons separated by commas (,) in the text field given here.

Frontend Demonstration of the setting.…

Predefined Exchange Reason

5.15. Enable Exchange Rules

Admin can add a list of rules for the exchange of the product in the exchange request form using this Rules Editor. For that, you just need to toggle switch ON this option to enable the feature.

 Enable Exchange Rules

 

5.16. Exchange Rules Editor

Admin can add a list of rules for the exchange of the product in the exchange request form using this Rules Editor.

5.17. Reason Of Exchange Place Holder

Admin can add a list of reasons for the exchange of the product in the exchange request form using this Rules Editor.

5.18. Exchange Request Form Shipping Fee Description

You can see the Extra Shipping Fee notification on the  Exchange Request Form.

5.19. Enable Exchange Note on Product Page

If you want to show any information related to Exchange requests, Enable the “Exchange Note on Product Page” setting and enter the message. This setting is applicable only for the “Sale” products.

The notification will be displayed on the product page.

Refund Note On Product Page

5.20. Exchange With Same Product Text

This setting option allows the merchant to exchange the product with the same product and its text customization.

5.21. Exchange Form Wrapper Class

Utilizing the setting admin can Write the Main Wrapper Class & Child Wrapper Class of Theme if add some design on the front.

Exchange Form Wrapper Class

5.22. Exchange Form Custom CSS

The merchant can change the physical properties of the exchange form using the custom CSS.

Other than these setting options, some other setup links are available beneath the setup page referring to the email setup, they are.

To Configure RMA Exchange Request Email:- 

To configure, exchange -and request email-based settings you can refer to the link given here.

You can access the link given to configure your exchange -request based on that email. As you access the link given you’ll be automatically redirected to the page, displayed here in the screencast below – 

exchange request email

 

This page consists of email configuration settings including the shortcodes to be displayed on the top that serves the purpose fully. The settings here include –

  • Enable/Disable– This is a checkbox enable setting that is required to serve the notification enabling and disabling feature in check.
  • Subject– This setting requires the mail subject-based input.
  • Heading– The email heading is to be inputted here to continue.
  • Custom email– The mail body or the mail description text needs to be updated here in this block.
  • Email Type– You need to define the email type here.
  • HTML Template– This offers the link to the original template-based email copy if the merchant wants to edit the theme file directly. Either you can refer to the template through the link or hit the View Template button.

To Configure RMA Exchange Request Accept Mail:- 

To configure, exchange-request accept email-based settings you can refer to the link given here.

Similar to the exchange-request accept configuration, you can also configure the exchange-request accept email-based settings you can refer to the link given here and proceed with the settings part.

For a better understanding of the setup options and the page, refer to the screencast below – 

Configure Exchange Request Email

 

This page consists of exchange-request accept email configuration settings including the shortcodes to be displayed on the top that serves the purpose fully. 

The settings here include-

  • Enable/Disable– This is a checkbox enable setting that is required to serve the notification enabling and disabling feature in check.
  • Subject– This setting requires the mail subject-based input.
  • Heading– The email heading is to be inputted here to continue.
  • Custom email– The mail body or the mail description text needs to be updated here in this block.
  • Email Type – You need to define the email type here.
  • HTML Template– This offers the link to the original template-based email copy if the merchant wants to edit the theme file directly. Either you can refer to the template through the link or hit the View Template button. 

To Configure RMA Exchange Request Cancel Email:- 

To configure, exchange-request cancel email-based settings you can refer to the link given here.

You can access the link given to configure your exchange request cancel based on that email. As you access the link given you’ll be automatically redirected to the page, displayed here in the screencast below – 

exchange request cancel email

This page consists of exchange-request cancel email configuration settings including the shortcodes to be displayed on the top that serves the purpose fully. The settings here include –

  • Enable/Disable– This is a checkbox enable setting that is required to serve the notification enabling and disabling feature in check.
  • Subject– This setting requires the mail subject-based input.
  • Heading– The email heading is to be inputted here to continue.
  • Custom email– The mail body or the mail description text needs to be updated here in this block.
  • Email Type– You need to define the email type here.
  • HTML Template– This offers the link to the original template-based email copy if the merchant wants to edit the theme file directly. Either you can refer to the template through the link or hit the View Template button. 

6.Cancel Tab

The next tab is the exchange tab available to set up exchange product-related settings.

This tab includes different setup options along – 

This tab includes different setup options along-

 

6.1. Enable Cancel Order’s Product

If you want your customer to cancel their products after purchasing, then enable the Cancel Order setting.

Through this setting, the customer can send the Cancel Order request by clicking on the “Cancel Order”.  Enabling this setting, the admin can allow the customer to cancel only the selected products instead of the whole order. 

6.2. Select Pages To Hide The Cancel Button

Enabling this setting, the admin can allow the customer to cancel only the selected products over the selected pages of your website instead of the whole order. 

select pages to hide cancel button

APPEARANCE 

6.3. Cancel Order Button Text 

Utilizing the setting you can easily update your cancel order button text and update whatever you like to add.

To get an idea of the frontend demonstration of this setup option, kindly refer to the screencast attached below – 

modify cancel order botton text

6.4. Cancel Product Button Text

Utilizing the setting you can easily update your canceled product button text and update whatever you like to add.

6.5. Cancel Form Wrapper Class

Utilizing the setting admin can Write the Main Wrapper Class & Child Wrapper Class of Theme if add some design on the frontend.

cancel form wrapper class6.6. Cancel Form Custom CSS

The merchant can change the physical properties of the exchange form using the custom CSS.

6.7. Choose Template

Choose Template

The admins can utilize this feature to present the customers with a brand new clear and concise refund form, that will make the refund process much more convenient. 

Frontend Representation –

cancel request form

Other than these setting options, some other setup links are available beneath the setup page referring to the email setup, they are-

To Configure Cancel Related Email

To configure, and cancel email-based settings you can refer to the link given here.

You can access the link given to configure your cancel based on that email. As you access the link given you’ll be automatically redirected to the page, displayed here in the screencast below-

Configure Cancel Related Email

This page consists of cancel email configuration settings including the shortcodes to be displayed on the top that serves the purpose fully. The settings here include-

  • Enable/Disable– This is a checkbox enable setting that is required to serve the notification enabling and disabling feature in check.
  • Subject– This setting requires the mail subject-based input.
  • Heading– The email heading is to be inputted here to continue.
  • Email Type– You need to define the email type here.
  • HTML Template– This offers the link to the original template-based email copy if the merchant wants to edit the theme file directly. Either you can refer to the template through the link or hit the View Template button.

7.RMA Policies Tab

This is an outstanding setup tab available to set up the predefined set of rules for the refund request. In other words, the merchant or the store owner can set up the number of protocols based on the rules followed by if/else cases under the setting to be carried over as the refund policies.

For more clarity in the process refer to the tab screencast attached below-

refund policies tab

This setting options allows merchant or store owners to create custom taxonomies for their main processes likewise-

Simply choose one of the three alternatives and begin creating your own RMA-based refund, exchange, or cancellation policy, picking for the case scenario offered, i.e. In case: If.

In the screencast below, you’ll see the case scenario, followed by a variety of options.

rma policies order status

You can select any of the alternatives and continue with the policy configuration. 

Let me explain what each option means and why it was chosen.

  • Maximum Days

Merchants can use this option to specify the number of days associated with their process policy. It’s as simple as stating the number of days.

rma policies less than

  • Order Status Premium

This option is quite important, as it is followed by roughly 12+ status parameters that create different order processing statuses (see details below).

  • Completed– This status defines the completion of an order.
  • Processing– This status defines the order isn’t completed i.e. under process.
  • Refund Approved– This status defines the refund approval related to an order that is requested for refund.
  • Refund Cancelled– This status defines the cancellation of a refund related to an order that is requested for the refund
  • Refunded– This status defines the refund completion status of an order.
  • Refund Requested–  This status defines the request initiation placement of a refund related to an order.

rma order status processing

  • Canceled– This status defines the cancellation of an order.
  • Failed– This status defines the failure of an order due to any circumstantial issue.
  • Exchange Requested– This status defines the request initiation placement of an exchange related to an order.
  • Exchange Approved– This status defines the approval of an exchange related to an order.
  • Exchange Canceled– This status defines the cancellation of exchange related to an order.
  • Pending Payment– This status defines the pending payment status of an order placed.
  • On Hold– This status defines the process on halt or on hold due to any circumstantial issue or concern.

Tax Handling

This option can be used to develop tax-related regulations that can aid in the refund, exchange, or cancellation of an order. There are two more sub-options in this option—

  • Include Tax- This option defines the inclusion of tax in that policy or order.
  • Exclude Tax- This option defines the exclusion of tax in that policy or order.

include tax and exclude tax in rma settings

  • Minimum Order Premium

The minimum number of orders that can be placed is defined by this parameter. Yes, you can use this option to set up as many orders as your store can dispatch. 

  • Exclude Categories Premium

As the name implies, this choice entailed the policy’s exclusion of product-based categories. Simply type the name of the product category in the box, and that category will be automatically excluded.

  • Exclude Products Premium

This option, like the one before it, involves the exclusion of products from a policy. Simply type the product’s name into the box, and those items will be automatically excluded.

For Instance, let me assist you with the RMA Policy for each process i.e. Refund, Exchange & Cancel –

In this, we have created a policy for RMA Exchange that denotes that exchange can only be performed if the maximum number of days for an order is less than 4.

exchange less than 4 rma

This is the scenario, where we have created a policy for RMA Refund that denotes a refund can be possible only if tax is included along with the refund amount processed.

refund include tax rma

Likewise, the above two scenarios consist of an RMA Cancellation policy that denotes — the exclusion of defined categories based products for cancellation.

cancel exclude categories

8.Order Message Tab

order message tab

The very next tab to the RMA Policies tab is the Order Messages tab. This tab is minimal in the setting options available but ranks first among the features it offers. 

Utilizing the features of the tab, store owners can conveniently set up the messaging or the direct dialogue-based text exchange between the customer and the merchant itself. 

This tab includes setup options like —

8.1. Enable Attachment

This is also a toggle setting that allows store owners or merchants to Enable/Disable the toggle switch to allow your customers to access the image files attachment field in their refund order messages.

8.2. Enable to Block Email Premium

The administrator can enable this setting when they want customers to not receive any exchange-related mail.

8.3. Order Message Button Text

You can simply customize your order message button text utilizing this setting. Just enter the text to display as a caption within your order message button at the front end.

Other than these setting options, some other setup links are available beneath the setup page referring to the email setup, that is-

To Configure Order Message Email

In order to configure, refund-request cancel order email-based settings you can refer to the link given here and proceed with the settings part.

Configure Order Message Email Click Here

 

 

This page consists of cancel email configuration settings including the shortcodes to be displayed on the top that serve the purpose fully. The settings here include-

Email Notifications

It contains a list of multiple email notifications that are useful for your WooCommerce store processing. You can enable or disable any of the notification emails that seem feasible for you.

Email Sender Options

  • From “name”

This is a text field that defines— how a sender name would appear in an outgoing WooCommerce email from your store. It is predefined here as the store admin name, still, if you require you can update that as per your ease.

  • From “address”

This is also a text field that requires—-how a sender email would appear in an outgoing WooCommerce email from your store. It is predefined here as the store admin’s email, still, if you require you can update that as per your ease.

Email Template 

  • Header Image– This is an attribute field that requires a URL to an image as an input of an image that you want to show in the email header. Remember, upload images using the media uploader (Admin > Media).
  • Footer Text– This is also a text field that requires input of text that you want to appear in the footer of all WooCommerce emails. Remember, all available placeholders: {site_title} {site_url} are utilized in this field.
  • Base Color– This field requires the input of the base color for WooCommerce email templates. By default the color given is— #96588a
  • Background Color– This is also a color field that requires to be inputted for WooCommerce email templates. By default the background color given would be—  #f7f7f7.
  • Body Background Color– This field requires input of the main body background color. By default, the given color would be— #ffffff.
  • Body Text Color– This field requires the input of the main body text color. By default the color given would be— #3c3c3c.

Enable Email Insights– Enable this option, if you want to receive email notifications with additional guidance to complete the basic store setup and helpful insights. 

9.Wallet Tab

Enable this Wallet Settings tab if you want to add your customers’ refunded amount directly to their wallets. For this, you need to first enable the Enable Wallet toggle in the General Settings tab and then perform the latter setting here in this tab to make the wallet refund process in action. 

Note– We’re delighted to inform you that our WooCommerce Wallet System Free. and Wallet System for WooCommerce PRO are all compatible with the plugin. So, instead of implying any other wallet system to your store, you can try your hands on it too.

wallet tab

9.1. Enable To Use Wallet System For WooCommerce Plugin

After enabling this setting, the refunded amount will be automatically added to the customer’s wallet. 

Note– Once the wallet amount is migrated to the “WooCommerce Wallet System” plugin, then it can’t be reversed. 

9.2. Enable To Select Refund Method For The Customer

Enabling this setting if the Admin wants to allow the customer to select the refund method. There are two types of refund methods-

  • Refund in Customer Wallet
  • Refund Through Manual Method

If the customer selects the refund method is Refund Through Manual Method then Admin refunds the amount through the manual process.

order refund request form

Here the admin enters the refund amount and clicks on the “Refund Manually”. 

manually refund order in rma

If the customer selects the refund method as “Refund in Customer Wallet” then the refunded amount automatically adds to the customer wallet after approving the refund request.

my account wallet refund amount Apart from that, you can also enable your Cancel Order Amount to Wallet-based setup option available in this tab.

9.3. Cancel Order Amount to Wallet

This option offers a seamless refund of all canceled and paid orders to your customer’s wallet directly.

9.4. Wallet Coupon Prefix

Refer to the screenshot above, you can get an idea of the Wallet Coupon Prefix and Wallet Shortcode based setup options available. You can either utilize the predefined ones or can modify them as per your ease, in order to generate wallet based coupon codes for your customers.

9.5. Wallet Shortcode

Utilize the shortcode “WPS_RMA_Customer_Wallet” to be in a position to take advantage of this feature. 

10.Global Shipping Tab

Through this setting, you can add an extra shipping amount to the refund/exchange requests. You can add the shipping amount by two different methods.

Global Shipping Tab

10.1. Enable Global Shipping

This section is used to enable the Global Shipping for your shipping services offered. To enable this setting you have to enable.

As soon as you enable the global shipping button, there opens up an option in the form of a button i.e. ADD FEE with two field options along with Fee Name and Fee Cost. Here, you can get an idea of what I’m referring to utilizing the screencast below – 

You can conveniently create as much as a global shipping-based fee utilizing the ADD FEE button and SAVE SETTINGS to continue with, else can utilize the Remove button to discard that particular fee.

For Instance, you can refer to the screencast below to get an idea of global shipping cost addition.

10.2. Enable Product Category Based Shipping

This section is used to enable shipping based on the product category. Utilizing this setup option you can see the Extra Shipping Fee notification on the Refund Request Form and Exchange Request Form.

What you have to do is to just Enable Product Category Based Shipping, that button thereby opens up a new field Select Product Categories into which you need to select the list of categories into which you want to add global shipping and hit SAVE SETTINGS to continue with.

11.Integration Tab

This plugin provides integration with top shipping channels such as ShipEngine and ShipStation which offers a multi-carrier solution to all eCommerce retailers. You can select any of the shipping providers that can help you fulfill your business requirements. To activate the functionalities of a multi-carrier provider follow the listed steps-

integration tab rma

This setting tab consists of two setup further tabs, likewise— first Go to the WooCommerce  > RMA Setting > ReturnShip Label sub-tab.

11.1 Returnship Label

This setup tab option is enabled if you want to generate the return shipping label through ShipEngine. 

It includes further setup options like-

  • Enable Shipping Label

Utilizing this setup option you can conveniently enable your product’s shipping labels based on their refund or return requests. Enable this to send a return slip label to the customer for sending the returned product back. 

  • Enable ShipEngine Shipping Label

Utilize this setup option and generate your ship engine labels with ease. Enable utilizing the toggle switch and create a return ship label through the ship engine platform.

ShipEngine Shipping Label

  • Enable ShipStation Shipping Label

Utilize this setup option and generate your ship station labels with ease. Just, enable this and create a return ship label through the ship station platform.

To Configure Returnship Related Email

Want to configure your returnship-related email, just refer to the link given here and make use of the settings available there.

You can access the link given to configure your RMA returnship email based on that email. As you access the link given you’ll be automatically redirected to the page, displayed here in the screencast below-

Configure Returnship Related Email

This page consists of RMA returnship email configuration settings including the shortcodes to be displayed on the top that serves the purpose fully. The settings here include –

  • Enable/Disable– This is a checkbox enable setting that is required to serve the notification enabling and disabling feature in check.
  • Subject– This setting requires the mail subject-based input.
  • Heading– The email heading is to be inputted here to continue.
  • Custom email– The main body of the mail description text needs to be updated here in this block.
  • Email Type– You need to define the email type here.
  • HTML Template– This offers the link to the original template-based email copy if the merchant wants to edit the theme file directly. Either you can refer to the template through the link or hit the View Template button.

After that, navigate to the WooCommerce  > RMA Setting > Ship Integration sub-tab.

11.2. SHIP INTEGRATION

This setup tab option is enabled if you want to generate the return shipping label through ShipEngine. It includes further setup options like-

  • Ship Engine Configuration

This setup option offers seamless ship engine configuration for merchants. If you’ve selected ShipEngine as your shipping channel, then you need to enter your API Key and click on the Validate Account button. 

ship integration

  • Ship Station Configuration

This setup option offers seamless ship station configuration for merchants. If you’ve selected ShipStation as your shipping channel, then you need to enter your API Key + Secret Key and click on the Validate Account button.shipstation configuration

Note– You need to validate your account if you want to use the functionalities of these shipping channels and let them integrate with your plugin and store successfully.

After successfully performing the above steps, you can see the Account Settings on your dashboard. Here, you can connect your eCommerce store with the required Carrier Services.

After that, just fill in your Ship Integration details for the shipping channel you’ve selected and click on the Save Settings button & start generating the return shipping label.

ship integration detailsWorkflow: Remember, whenever your customer transmits a refund request, you can create a return label for your customer by clicking on the “Create Return Label” button.

create retunrn label slip

After successfully accepting the refund request, click on the ‘Create Return Label’ button to generate a Refund Label Slip for your customer.

You can see the notification from the left sidebar on the successfully created Return Label slip.

return label order notes message

After successfully generating a Return Label, the customer will get a mail with the ShipEngine Return Ship Label link. By clicking on that link they can get the Return Ship Label.

return ship mail subjectsHere you can see the Sample Return Ship Label PDF. Using this slip your customer can take the benefits of Carrier Services to return the product.

sample label

11.3. SHIPROCKET INTEGRATION

  • ShipRocket Configuration

This setup option offers seamless ship engine configuration for merchants. If you’ve selected ShipRocket as your shipping channel, then you need to enter your API Key and click on the Validate Account button.

Note- You need to enter your product-based details likewise- height, weight, dimensions, etc. if you want to use the functionalities of Ship Rocket shipping channel and let them integrate with your plugin and store successfully.

For a clearer understanding of this setup option, kindly refer to this screencast below—

shiprocket configuration

If you have no idea where to fetch the Api Details For Shiprocket, then just simply Click Here and refer to the Shiprocket Dashboard.

Just after that, to set up channel options for seamless shiprocket configuration for merchants. If you’ve selected ShipRocket as your shipping channel, then you need to enter your Shiprocket Channel ID and your Shiprocket Channel Name.

shiprocket Channel id

If you have no idea where to fetch the Channel Details For Shiprocket, then just simply Click Here for your Shiprocket Dashboard.

Ship Rocket Warehouse Address

This section requires you to add your warehouse address details which would help you out in an easy shipping process via Ship Rocket.

For fields and details, kindly refer to the below screenshot—

Shiprocket warehouse address

Just enter the warehouse details here in the fields and hit Save to continue.

12.API Settings Tab

The last tab of the plugin setup area is API Settings.

This tab’s sole purpose lies in the API setup for the plugin’s smooth integration over 3rd party sites. Our bespoke WooCommerce plugin offers easy and seamless integration of the plugin’s API into their shop. 

The plugin not only acts as a link between the third-party API and the online store, but it also cuts down on the time it takes to complete each procedure. For that minimal setting, options are to be available here, which include-

12.1.Enable API

This denotes the API enable toggle switch that thereby turns ON or OFF the API setting for the plugin. API settings thereby refers to an outstanding feature for the plugin i.e. you can utilize these settings to enable your plugin.

enable api setting

12.2.Secret Key

This setup option offers to save as well as generate your secret key for integration. Store owners can easily generate their integration secret key utilizing the GENERATE KEY button available and store that using the SAVE SETTINGS button thereafter.

That’s all for the initial setting options for the RMA plugin. For further clarity, there’s only one way through i.e. downloading and installing on your website.

12.3.API Implementation

1. Refund Request:

This API used to make a refund request on the order,

HTTP Request:

POST  /wp-json/rma/refund-request

curl -X POST https://example.com/wp-json/rma/refund-request

    -u “secret_key: rma secret key>”

    -d ‘{

  “order_id”: “<order id>”,

    “reason”: “< reason for refund>”,

}’

Json successful response:

{

“status”: “success”,

           “code”: 200,

           “message”: “Refund request send successfully”

    }

Json error response: (wrong order id or null value)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please Provide the correct order id to perform the process “

 }

Json error response: (return request made and accepted)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Return Request Already has been made and accepted”

 }

Json error response: ( if problem occur )

{

        “status”: “error”,

        “code”: 404,

        “message”: “Some problem occur while refund requesting”

 }

Json error response: ( if refund reason not provided )

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please provide the refund reason”

 }

2. Partial Refund Request( if RMA PRO is Activated ): 

This API used to make a partial refund request on the order,

HTTP Request:

POST  /wp-json/rma/refund-request

curl -X POST https://example.com/wp-json/rma/refund-request

       -u “secret_key: rma secret key>”

       -d ‘{

  “order_id”: “<order id>”,

“products”:”

[

{

“product_id”: product_id_val,

       “qty”: 3

},

{  “variation_id”: variation_id_val,

       “qty”: 2

}

]”

    “reason”: “< reason for refund>”,

“refund_method”: “<refund method>”,

}’

NOTE: Here the refund value – manual_method , wallet_method. 

Json successful response:

{

“status”: “success”,

           “code”: 200,

           “message”: “Refund request send successfully”

    }

Json error response: (when wrong or null order id is given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please Provide the correct order id to perform the process”

 }

Json error response: (if refund request already made and accepted for any item)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Refund request already has been made and accepted for the items you have given”

 }

Json error response: (if given item quantity is greater than order’s item quantity)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Quantity given for items is greater than the order’s items quantity”

 }

Json error response: (some other problem)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Some problem occur while refund requesting”

 }

Json error response: (if wrong item ID is given for that order)

{

        “status”: “error”,

        “code”: 404,

        “message”: “These item id does not belongs to the order”

 }

Json error response: (if item ID is not given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “please give the item ids which needs to be refund”

 }

Json error response: (if item quantity is not given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “please give the item quantity which needs to be refund”

 }

Json error response: (if the correct json format data not given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “please give the correct products json format”

 }

3. Refund Request Accepted:

This API used to accept refund requests on the order,

HTTP Request:

POST  /wp-json/rma/refund-request-accept

curl -X POST https://example.com/wp-json/rma/refund-request-accept

        -u “secret_key: rma secret key>”

       -d ‘{

  “order_id”: “<order id>”,

}’

Json successful response:

{

“status”: “success”,

           “code”: 200,

           “message”: “Return Request Accepted Successfully”

    }

Json error response:

{

        “status”: “error”,

        “code”: 404,

        “message”: “Some problem occur while refund request accepting”

 }

Json error response: (if refund request not made already)

{

        “status”: “error”,

        “code”: 404,

        “message”: “You can only perform the refund request accept when request has been made earlier”

 }

Json error response: (if null or wrong order ID is given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please Provide the correct order id to perform the process”

 }

Json error response: (if refund request already approved)

{

        “status”: “error”,

        “code”: 404,

        “message”: “You have already perform the accept the request”

 }

4. Refund Request Cancel:

This API used to cancel refund requests on the order, 

HTTP Request:

POST  /wp-json/rma/refund-request-cancel

curl -X POST https://example.com/wp-json/rma/refund-request-cancel

                  -u “secret_key: rma secret key>”

    -d ‘{

  “order_id”: “<order id>”,

}’

Json successful response:

{

“status”: “success”,

           “code”: 200,

           “message”: “Return Request Cancel Successfully”

    }

Json error response: (other problem occur)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Some problem occur while refund request cancelling”

 }

 

Json error response: (if refund request cancel perform when there is not refund request is made earlier)

{

        “status”: “error”,

        “code”: 404,

        “message”: “You can only perform the refund request cancel when request has been made earlier”

 }

Json error response: (when wrong or null order ID is given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please Provide the correct order id to perform the process”

 }

Json error response: (if refund request already cancelled)

{

        “status”: “error”,

        “code”: 404,

        “message”: “You have already perform the cancel the request”

 }

5. Exchange Request :

This API used to make a exchange request on the order, 

HTTP Request:

POST  /wp-json/rma/exchange-request:

curl -X POST https://example.com/wp-json/rma/exchange-request

    -u “secret_key: rma secret key>” 

    -d ‘{

  “order_id”: “<order id>”,

  “products”: “<

{

“from”:[

{“product_id”:product_id_val,”qty”:item_qty},

{“variation_id”:variation_id_val,”qty”:item_qty}

],

“to”:[

{“variation_id”:variation_id_val,”qty”:qty},

{“product_id”:product_id_va;,”qty”:qty}

]

}

   >”,

  “refund_method”: “<refund method>”,

    “reason”: “< reason for refund>”,

}’

Json successful response:

{

“status”: “success”,

           “code”: 200,

           “message”: “Exchange request send successfully”

    }

Json error response: (if exchange already made and accepted)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Exchange request already has been made and accepted for the items you have given”

 }

Json error response: (if the variation id is not given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please enter the correct variation id to continue the process”

 }

Json error response: (if the the wrong product ID is given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please enter the correct product id to continue the process”

 }

Json error response: (if the given item id not belongs to the order)

{

        “status”: “error”,

        “code”: 404,

        “message”: “These item id does not belongs to the order”

 }

Json error response: (if item id is not given for exchange)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please give the item ids which needs to be exchange”

 }

Json error response: (if the item quantity is not given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please give the item qty which needs to be exchange”

 }

Json error response: (if the exchange reason is not given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please Provide the reason for exchange”

 }

Json error response: (if the greater quantity is given as compare to order item quantity)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Quantity given for the items is greater than the order’s items quantity”

 }

Json error response: (if the variation id is given and variation details isn’t given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please Enter the variations to continue the process “

 }

Json error response: (if the wrong product to exchange details is given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “There is wrong details given in the from products exchange”

 }

Json error response: (if the wrong product to exchange details is given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “There is wrong details given in the to products exchange”

 }

Json error response: (if wrong or null order ID is given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please Enter the correct order id to perform the process”

 }

6. Exchange Request Accept:

This API used to accept the exchange request on the order,

 

HTTP Request:

POST  /wp-json/rma/exchange-request-accept:

curl -X POST https://example.com/wp-json/rma/exchange-request-accept

-u “secret_key: rma secret key>”

    -d ‘{

  “order_id”: “<order id>”

}’

Json successful response:

{

“status”: “success”,

           “code”: 200,

           “message”: “Exchange request accept successfully”

    }

Json error response:(other problem occur)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Some problem occur while exchange request accepting”

 }

Json error response: (if exchange request not made earlier)

{

        “status”: “error”,

        “code”: 404,

        “message”: “You can only perform the exchange request accept when the request has been made earlier”

 }

Json error response: (if wrong order ID or null value is given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please Provide the correct order_id to perform the process”

 }

Json error response: (if exchange request approved earlier)

{

        “status”: “error”,

        “code”: 404,

        “message”: “You have approved the exchange request already”

 }

7. Exchange Request Cancel-

This API used to cancel the exchange request on the order.

HTTP Request:

POST  /wp-json/rma/exchange-request-cancel:

curl -X POST https://example.com/wp-json/rma/exchange-request-cancel

     -u “secret_key: rma secret key>”

    -d ‘{

  “order_id”: “<order id>”

}’

Json successful response:

{

“status”: “success”,

           “code”: 200,

           “message”: “Exchange request cancel successfully”

    }

Json error response: (some other problem)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Some problem occur while exchange request cancelling”

 }

Json error response: (if exchange request is not made earlier )

{

        “status”: “error”,

        “code”: 404,

        “message”: “You can only perform the exchange request cancel when the request has been made earlier”

 }

Json error response: (if wrong order id or null value given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please Provide the correct order_id to perform the process”

 }

Json error response: (if exchange request cancelled earlier)

{

        “status”: “error”,

        “code”: 404,

        “message”: “You have cancelled the exchange request already”

 }

8. Order Cancel:

This API used to cancel the whole order,

HTTP Request:

POST  /wp-json/rma/cancel-request:

curl -X POST https://example.com/wp-json/rma/cancel-request

     -u “secret_key: rma secret key>”

    -d ‘{

  “order_id”: “<order id>”

}’

Json successful response:

{

“status”: “success”,

           “code”: 200,

           “message”: “The order is cancelled”

    }

Json error response: (other problem occur)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Some problem occur while order cancelling”

 }

Json error response: (if wrong order ID or null value is given)

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please provide the correct order id to perform the process”

 }

Json error response:(if order is already cancelled)

{

        “status”: “error”,

        “code”: 404,

        “message”:”This order is already cancelled”

 }

9. Partial Order Cancel:

This API used to cancel the partial order i.e. order’s items,

HTTP Request:

POST  /wp-json/rma/cancel-request:

curl -X POST https://example.com/wp-json/rma/cancel-request

    -u “secret_key: rma secret key>”

    -d ‘{

  “order_id”: “<order id>”,

               “Products”: “

[

{

“product_id”: product_id_val,

       “qty”: 2

},

{  “variation_id”: variation_id_val,

       “qty”: 1

}

]

”

}’

Json successful response:

{

“status”: “success”,

           “code”: 200,

           “message”: “The order partially has been cancelled”

    }

Json error response:

{

        “status”: “error”,

        “code”: 404,

        “message”: “Some problem occur while order cancelling”

 }

Json error response:

{

        “status”: “error”,

        “code”: 404,

        “message”: “The item quantity must be less than order’s item quantity”

 }

Json error response:

{

        “status”: “error”,

        “code”: 404,

        “message”: “Please provide the correct order id to perform the process”

 }

13.SMS Notification

With the implementation of this feature, the merchants and the customers can take advantage of staying up to. The merchants will be notified if any customer makes a refund and exchange request. Similarly, the customers will be notified when the refund and exchange request is accepted.

SMS Notification

 

 

CONNECTION 

13.1. Enable To Use SMS Notification For Refund, Exchange And Order Messages

The admins can enable this setting to kickstart the feature of the SMS notification for refund,  exchange, and order messages.

13.2. Account SID

Admins can insert the account “security identifier” or the Account SID. You will find all the relevant credentials by clicking the mentioned link, this link will redirect you to “Twilio’s” website. 

Navigate to API Keys > Credentials Token.

13.3. Account Authentication Token

Utilize this field to enter the mentioned credentials on Twilio’s website.

13.4. Account Twilio Number

The admin has to “buy” a Twilio number for this feature to work efficiently. Just click on the mentioned link to do so.

SETTINGS

13.5. Enable To Recieve SMS Notification For Refund, Exchange And Order Messages From Customer

Merchants can enable this feature to receive messages when a customer requests a refund, exchange, and order message. 

13.6. Enter Phone Number To Receive SMS As A Site Owner

Enter the phone number on which, you’ll like to receive the message from the customers.

13.7.Enable To Send SMS Notification For Refund, Exchange And Order Messages For Customer

Merchants can enable this feature to allow customers to receive messages when their refund, exchange, and order messages are processed.

Frontend Representation for Refund Requests –

Frontend Representation for Refund Requests -

 

Frontend Representation for Exchange Requests – 

Frontend Representation for Exchange Requests -Frontend Representation for “View Order Message”-  

Frontend Representation for “View Order Message”-

The customers can use the field mentioned above in the mentioned format, to receive the messages. 

14.WhatsApp Notification

By utilizing this functionality of WooCommerce returns plugin, the admin can allow their customers to receive notifications on whatsapp – in case of initiating a refund or exchange.

whatsapp notification

CONNECTION

14.1. Enable To Use WhatsApp For Refund & Exchange

Before we proceed with the other features of this functionality, it is crucial to enable this settings to enjoy the benefits.

14.2. Enter Phone Number ID

Admins can click on the provided link to learn in-depth information about the set up of this functionality. They will first have to register as Meta Developers. Meta provides a default number, but admins can also use their business profile to send messages. After successfully creating an APP, scroll down to WhatsApp Tab.

Enter Phone Number ID

Now, click on the “API Set Up” option, here the admin will be given the default phone number that he has to add in the space provided over the backend settings.

14.3. Enter Access Token 

Once, the admin registers himself as a Meta developer, they will be provided with the Access token, that he needs to enter to enjoy the benefits of this functionality. To get the token, click on the “generate token” button and reconnect your account. After doing so, simply copy and paste the generated token.

Enter Access Token

Now, click on “Save”. After successfully following all the steps, you have now integrated WhatsApp into your website. The return and exchange notifications can now be received by your customers through WhatsApp Notifications.

REFUND SMS CONTENT

The admins will be happy to know that all the SMS notifications that the customers will receive will be dynamic, you can modify it as per your liking and your business requirements.

14.4. Enter Content To Send In SMS With Refund Request Process

This is the notification that the customer will receive when they place the refund request. This message can be changed as per the liking of the admin. But you can also go ahead with the default message. The admins can also utilise the mentioned shortcodes. 

14.5. Enter Content To Send In SMS With Refund Approve Process 

This is the notification that the customers will receive when their refund request is approved by the admin. This message can be changed as per the liking of the admin. But you can also go ahead with the default message. The admins can also utilise the mentioned shortcodes. 

14.6. Enter Content To Send In SMS With Refund Cancel Process

This is the notification that the customer will receive when their submitted refund request is cancelled by the admin. This message can be changed as per the liking of the admin. But you can also go ahead with the default message. The admins can also utilize the mentioned shortcodes. 

EXCHANGE SMS CONTENT

The admins will be happy to know that all the SMS notifications that the customers will receive will be dynamic, you can modify it as per your liking and your business requirements. 

14.7. Enter Content To Send In SMS With Exchange Request Process 

Following the similar fashion, this notification will be received by the customers when they initiate a exchange request. This message can be changed as per the liking of the admin. But you can also go ahead with the default message. The admins can also utilise the mentioned shortcodes. 

14.8. Enter Content To Send In SMS With Exchange Approve Process

This message notification will be received by the customers when their initiated exchange request is accepted by the admins. This message can be changed as per the liking of the admin. But you can also go ahead with the default message. The admins can also utilise the mentioned shortcodes. 

14.9.  Enter Content To Send In SMS With Exchange Cancel Process

This notification will be received by the admin when their exchange request is not approved by the admin. This message can be changed as per the liking of the admin. But you can also go ahead with the default message. The admins can also utilise the mentioned shortcodes.

15.RMA Report

rma report

This setting gives admins insight into the returns, refunds, exchanges, and cancellations across the website. The analytics section will cover the complete overview of return & exchange activities on your website.

NOTE: The RMA Report will be displayed in the Woocommerce Report section

There are subsections to this setting, 

  • Report

In this section, the admin can have a holistic view which will include the Order ID, Request Type, Request Status, Order Status, and Request Date in the report section. It also provides the admins to set the date range that they can use to get accurate results. There is a separate section for “searching by “ORDER ID” Here the admins can put in the order ID of certain items to get the exact insight. 

 

The request statuses will be of three kinds – Complete, Pending, and Cancel. Further, the admin can click on the “ORDER ID” of each item to get redirected to the section from where you can cancel or complete the request. 

  • Analytics 

RMA Return Refund Analytics

This section is further divided into 4 sub-sections,

The first fold contains the total number of returns, exchanges, the top returned products, and the top exchange products. 

The second fold contains the Category and Product Relationship of Return, Exchange, and Cancellation. This data is represented through a bar graph format. This bar graph is divided into different categories on the x-axis. When you hover over the particular data, you will be in a position to see the exact number of returns,  exchanges, or cancellations for that particular category. 

The third fold contains the Detailed Data. Here the admin can view the category, products, return orders, exchange orders, and cancel orders.

The fourth and final fold contains the Return and Exchange Reasons. The admin can finally take a look at the listed reasons for returns and exchanges. 

Overall, this particular feature will enable the admins to keep track of all the returns, exchanges, and cancellations across their platform, to be in a position to efficiently cater to the requirements of the customers.

15.1. Refund 

To get started with a refund request for your order placed, one can simply follow the stepwise process defined below-

STEP 1: Clicking on the Refund Button, 

refund button

 

A Refund Request Form will be displayed. After filling out this form users can send the refund request to the admin.

refund request form

STEP 2: After clicking on the Submit Request, the Refund Request will be transmitted to the Admin.

Note– Requests would be automatically accepted if you’ve enabled the Enable Auto Accept Refund Request in the General Settings tab.

As soon as the customer sends the refund request, a refund request-based Notification Email is to be sent over to the store admin. For instance, refer below-

refund request emailStore Admin can now select orders— for which a refund is requested by the customer and check the order details. 

If the store admin finds the refund reason to be appropriate— he/she can accept the refund request placed and process the refund as per the refund method selected by the customer. After that, the customer receives a refund request acceptance email likewise below and the refund amount too.

refund request accept email

15.2. Exchange Premium

To get started with an exchange request, you need to understand one thing very clearly i.e. the exchange cases. Yes, heard that right, our exchange process in the plugin follows 3 simple exchange cases. Let me detail you with them here-

exchange tab

Exchange Case 1: Exchange Product with Same Product of Same Price.

In this exchange scenario basically, the customer places an exchange request for a product that is similar. Such requests are placed to resolve size issues or damaged products received concerns. Let’s start with that-

STEP 1: After clicking on the “Exchange Button” for an order. An Exchange Request Form will be displayed.  

rules guidelines

Just fill out the form by selecting the product that you want to be your next exchange product. For that, just click on the Choose Products button and start.

rules guidelines

As you can see clearly in the above screencast, the customer has selected the same product for exchange that is of the same price. Then, the exchange request placed would have no balance amount in it, therefore the new order created concerning the request would be $0.

rules guidelines 2

Enter the subject for your refund and description too if required along with some product screenshots, if you have some with you. After that hit on the Submit Request button to proceed with the exchange request.

STEP 2: After successfully submitting the refund and exchange request, the customer will receive the refund requested email.

exchange request email

Store Admin can now select orders among— for which exchange is requested by the customer and check the order details.

store admin exchange request

 

If the store admin finds the exchange reason to be appropriate— 

 

exchange reason to be appropriate

He/She would thereby accept the exchange requested and proceed with the exchange.

proceed with the exchange.

After accepting the exchange, a new order would be created automatically for the exchange requested. An exchange-approved request email is sent over to the customer with a new order link.

exchange-approved request email

Exchange Case 2: Exchange Product with Same or Varied Product of Less Price.

In this exchange scenario basically, the customer places an exchange request for a product that is varied that too costs less than the actual product. 

Such requests are placed when a customer places an order by mistake or when the customer is not interested in buying that particular product at that time like concerns. Let’s start with that-

Step 1: After clicking on the “Exchange Button” for an order. An Exchange Request Form will be displayed.

exchange request form

Just fill out the form by selecting the product that you want to be your next exchange product. For that, just click on the Choose Products button and start.

selected one product and set it for exchange

The above screenshot displays the product display section where the customer has selected one product and set it for exchange.

You can see in the below screencast that—- the customer has selected a product that is varied from the actual one that too is of less price than the actual product set for exchange. therefore, creates a scenario of an extra amount refund back to the customer.

extra amount refund back

Here, you can see two different Refund Method fields displayed in the exchange form just below the Remaining Amount note. What you have to do is select one out of the two methods to process your remaining amount refund.

We’re presenting demonstrations for both options here. Let’s say the customer selects for Refund in the Wallet option and hits Send Request.

Refund in the Wallet option and hits Send Request.

Step 2: As soon as the exchange request is placed the store admin receives an exchange-requested email about that. 

exchange request emailStore Admin can now select orders among— for which exchange is requested by the customer and check the order details.

store admin exchange request 2

If the store admin finds the exchange reason to be appropriate— for which exchange is requested by the customer and checks the order details. He/she would thereby accept the exchange requested and proceed with the exchange.

accept the exchange requested and proceed with the exchange.

After accepting the exchange, a new order would be created automatically for the exchange requested.

accept the exchange requested and proceed with the exchange.

After accepting the exchange, a new order would be created automatically for the exchange requested.

refund amount

An exchange-approved request email is sent over to the customer with a new order link.

An exchange-approved request email is sent over to the customer with a new order link.

After the exchange is processed from the admin end, the refund is directly transferred to the customer’s wallet.

Let’s discuss the case with Manual Refund too.

STEP 3: After successfully placing a refund request for a certain product, the customer can wait till the request gets accepted by the store admin or the store manager.

Note – This waiting step can be skipped if you’ve already enabled the Enable Refund & Exchange For Exchange Approved Order toggle in the General settings tab or the Enable Auto Accept Refund Request in the Refund Settings tab.

Refund in Customer Wallet and Refund Through Manual Method.

While placing the refund request, one needs to set the refund method likewise the two options displayed in the above screencast i.e. Refund in Customer Wallet and Refund Through Manual Method.

Suppose, you select Refund in Customer Wallet then the refund amount would automatically be transferred into the customer’s wallet. But, if he selects the Refund Through Manual Method then a new field i.e. The Bank Details field would be displayed just below the refund method field for the customer to fill in the bank details within.

 store admin receives the refund-requested notification email.

Just, enter your bank details available in the field given and proceed further.  Now, the store admin receives the refund-requested notification email.

He/She can simply navigate towards the Order Listing panel and select the order that is requested for refund. For more clarity refer to the screencast below-

Order Listing

 

Select the order for Order Details and check for refund requests placed to Accept or Cancel the request and proceed further.

Accept or Cancel the request

REFUND REQUEST PRODUCTS

If it seems convincing, they can simply hit Accept to accept the refund requested or vice-versa to cancel the request.

As they accept the refund request, the refund amount-related details are to be presented over likewise in the below screencast. You need to just hit the Refund Amount button to set the product amount to be refunded in the customer’s account directly.

accept refund request products

After accepting the refund you can refund the amount Manually or by Automated Payment Refund Feature. Through this feature, the admin can refund the amount with the same payment method that is used by the customer during the purchase.

Here’s the refund accepted email request notification email that is to be sent by the store admin to the consumer to notify.

exchange request accept email

Exchange Case 3: Exchange Product with Same or Varied Product of More Price.

In this exchange scenario basically, the customer places an exchange request for a product that is varied from the original product that too costs more than the actual product. 

Such requests are placed when a customer places an order by mistake or when the customer is not interested in buying that particular product at that time like concerns. Let’s start with that-

STEP 1: After clicking on the “Exchange Button” for an order. An Exchange Request Form will be displayed.

product Request Exchange Form

Just fill out the form by selecting the product that you want to be as your next exchange product. For that, just click on the Choose Products button and start.

choose products

In the above screencast, you can see that the customer has selected the product that costs more than the actual product set for the exchange by value. Therefore, it creates a clear case of product exchange with an extra amount.

pay the extra difference amount for that order

So, as per the rules, this exchange can only be possible if the customer agrees to pay the extra difference amount for that order. For reference refer the screencast below-

Complete the exchange request form

STEP 2: Complete the exchange request form and process the exchange request by hitting the Submit Request button.

As soon as the request is submitted the store admin will receive an exchange request email regarding it.

exchange request emailStore Admin can now select orders among— for which exchange is requested by the customer and check the order details. 

store admin

If it seems convincing, they can simply hit Accept to accept the refund requested or do the vice-versa to cancel the request.

accept return

As they accept the request, a new order is generated that displays the extra amount to be paid along with the exchange product details likewise the screencast below-

 new order is generated

STEP 3: As the exchange request is accepted, the customer receives an exchange request accept email that displays the information along with the link to pay the extra difference amount within. 

Note– Customers can utilize the link to pay the difference amount or shall proceed with the other way described below.

exchange request accept

Customers can also refer to their Orders section from time to time to process their exchange request further by paying the extra difference amount utilizing the Pay Now button displayed in the order manage controls.

order section

As they process the payment successfully the order i.e. exchange is placed and scheduled. You can refer to the below screencast to understand how the exchange status is modified.

orders tab

15.3. Cancel Premium

To get started with an exchange request for your order placed, one can simply follow the stepwise process defined below-

STEP 1: Click on the ‘Cancel Request‘ button.

orders cancel button A Cancel Request Form will display, where users can select those products that they want to remove from the order or cancel the whole order.

A Cancel Request Form

STEP 2: Click on the “Cancel Product” to remove the selected product from the order.

Note– Admin can see all the requests from WooCommerce -> Orders. To review the detailed information of any order by clicking on that particular order.

Admin can verify all the details of the claimed order and also accept and cancel requests by clicking on the particular Accept/Cancel request buttons on the order edit page.

As of now, you have an idea of the process flow.

16.Process Workflow Demonstration For Refund, Exchange, And Cancel Requests Utilizing The Plugin Features

15.1. Refund 

To get started with a refund request for your order placed, one can simply follow the stepwise process defined below-

STEP 1: Clicking on the Refund Button, 

refund button

 

A Refund Request Form will be displayed. After filling out this form users can send the refund request to the admin.

refund request form

STEP 2: After clicking on the Submit Request, the Refund Request will be transmitted to the Admin.

Note– Requests would be automatically accepted if you’ve enabled the Enable Auto Accept Refund Request in the General Settings tab.

As soon as the customer sends the refund request, a refund request-based Notification Email is to be sent over to the store admin. For instance, refer below-

refund request emailStore Admin can now select orders— for which a refund is requested by the customer and check the order details. 

If the store admin finds the refund reason to be appropriate— he/she can accept the refund request placed and process the refund as per the refund method selected by the customer. After that, the customer receives a refund request acceptance email likewise below and the refund amount too.

refund request accept email

15.2. Exchange Premium

To get started with an exchange request, you need to understand one thing very clearly i.e. the exchange cases. Yes, heard that right, our exchange process in the plugin follows 3 simple exchange cases. Let me detail you with them here-

exchange tab

Exchange Case 1: Exchange Product with Same Product of Same Price.

In this exchange scenario basically, the customer places an exchange request for a product that is similar. Such requests are placed to resolve size issues or damaged products received concerns. Let’s start with that-

STEP 1: After clicking on the “Exchange Button” for an order. An Exchange Request Form will be displayed.  

rules guidelines

Just fill out the form by selecting the product that you want to be your next exchange product. For that, just click on the Choose Products button and start.

rules guidelines

As you can see clearly in the above screencast, the customer has selected the same product for exchange that is of the same price. Then, the exchange request placed would have no balance amount in it, therefore the new order created concerning the request would be $0.

rules guidelines 2

Enter the subject for your refund and description too if required along with some product screenshots, if you have some with you. After that hit on the Submit Request button to proceed with the exchange request.

STEP 2: After successfully submitting the refund and exchange request, the customer will receive the refund requested email.

exchange request email

Store Admin can now select orders among— for which exchange is requested by the customer and check the order details.

store admin exchange request

 

If the store admin finds the exchange reason to be appropriate— 

 

exchange reason to be appropriate

He/She would thereby accept the exchange requested and proceed with the exchange.

proceed with the exchange.

After accepting the exchange, a new order would be created automatically for the exchange requested. An exchange-approved request email is sent over to the customer with a new order link.

exchange-approved request email

Exchange Case 2: Exchange Product with Same or Varied Product of Less Price.

In this exchange scenario basically, the customer places an exchange request for a product that is varied that too costs less than the actual product. 

Such requests are placed when a customer places an order by mistake or when the customer is not interested in buying that particular product at that time like concerns. Let’s start with that-

Step 1: After clicking on the “Exchange Button” for an order. An Exchange Request Form will be displayed.

exchange request form

Just fill out the form by selecting the product that you want to be your next exchange product. For that, just click on the Choose Products button and start.

selected one product and set it for exchange

The above screenshot displays the product display section where the customer has selected one product and set it for exchange.

You can see in the below screencast that—- the customer has selected a product that is varied from the actual one that too is of less price than the actual product set for exchange. therefore, creates a scenario of an extra amount refund back to the customer.

extra amount refund back

Here, you can see two different Refund Method fields displayed in the exchange form just below the Remaining Amount note. What you have to do is select one out of the two methods to process your remaining amount refund.

We’re presenting demonstrations for both options here. Let’s say the customer selects for Refund in the Wallet option and hits Send Request.

Refund in the Wallet option and hits Send Request.

Step 2: As soon as the exchange request is placed the store admin receives an exchange-requested email about that. 

exchange request emailStore Admin can now select orders among— for which exchange is requested by the customer and check the order details.

store admin exchange request 2

If the store admin finds the exchange reason to be appropriate— for which exchange is requested by the customer and checks the order details. He/she would thereby accept the exchange requested and proceed with the exchange.

accept the exchange requested and proceed with the exchange.

After accepting the exchange, a new order would be created automatically for the exchange requested.

accept the exchange requested and proceed with the exchange.

After accepting the exchange, a new order would be created automatically for the exchange requested.

refund amount

An exchange-approved request email is sent over to the customer with a new order link.

An exchange-approved request email is sent over to the customer with a new order link.

After the exchange is processed from the admin end, the refund is directly transferred to the customer’s wallet.

Let’s discuss the case with Manual Refund too.

STEP 3: After successfully placing a refund request for a certain product, the customer can wait till the request gets accepted by the store admin or the store manager.

Note – This waiting step can be skipped if you’ve already enabled the Enable Refund & Exchange For Exchange Approved Order toggle in the General settings tab or the Enable Auto Accept Refund Request in the Refund Settings tab.

Refund in Customer Wallet and Refund Through Manual Method.

While placing the refund request, one needs to set the refund method likewise the two options displayed in the above screencast i.e. Refund in Customer Wallet and Refund Through Manual Method.

Suppose, you select Refund in Customer Wallet then the refund amount would automatically be transferred into the customer’s wallet. But, if he selects the Refund Through Manual Method then a new field i.e. The Bank Details field would be displayed just below the refund method field for the customer to fill in the bank details within.

 store admin receives the refund-requested notification email.

Just, enter your bank details available in the field given and proceed further.  Now, the store admin receives the refund-requested notification email.

He/She can simply navigate towards the Order Listing panel and select the order that is requested for refund. For more clarity refer to the screencast below-

Order Listing

 

Select the order for Order Details and check for refund requests placed to Accept or Cancel the request and proceed further.

Accept or Cancel the request

REFUND REQUEST PRODUCTS

If it seems convincing, they can simply hit Accept to accept the refund requested or vice-versa to cancel the request.

As they accept the refund request, the refund amount-related details are to be presented over likewise in the below screencast. You need to just hit the Refund Amount button to set the product amount to be refunded in the customer’s account directly.

accept refund request products

After accepting the refund you can refund the amount Manually or by Automated Payment Refund Feature. Through this feature, the admin can refund the amount with the same payment method that is used by the customer during the purchase.

Here’s the refund accepted email request notification email that is to be sent by the store admin to the consumer to notify.

exchange request accept email

Exchange Case 3: Exchange Product with Same or Varied Product of More Price.

In this exchange scenario basically, the customer places an exchange request for a product that is varied from the original product that too costs more than the actual product. 

Such requests are placed when a customer places an order by mistake or when the customer is not interested in buying that particular product at that time like concerns. Let’s start with that-

STEP 1: After clicking on the “Exchange Button” for an order. An Exchange Request Form will be displayed.

product Request Exchange Form

Just fill out the form by selecting the product that you want to be as your next exchange product. For that, just click on the Choose Products button and start.

choose products

In the above screencast, you can see that the customer has selected the product that costs more than the actual product set for the exchange by value. Therefore, it creates a clear case of product exchange with an extra amount.

pay the extra difference amount for that order

So, as per the rules, this exchange can only be possible if the customer agrees to pay the extra difference amount for that order. For reference refer the screencast below-

Complete the exchange request form

STEP 2: Complete the exchange request form and process the exchange request by hitting the Submit Request button.

As soon as the request is submitted the store admin will receive an exchange request email regarding it.

exchange request emailStore Admin can now select orders among— for which exchange is requested by the customer and check the order details. 

store admin

If it seems convincing, they can simply hit Accept to accept the refund requested or do the vice-versa to cancel the request.

accept return

As they accept the request, a new order is generated that displays the extra amount to be paid along with the exchange product details likewise the screencast below-

 new order is generated

STEP 3: As the exchange request is accepted, the customer receives an exchange request accept email that displays the information along with the link to pay the extra difference amount within. 

Note– Customers can utilize the link to pay the difference amount or shall proceed with the other way described below.

exchange request accept

Customers can also refer to their Orders section from time to time to process their exchange request further by paying the extra difference amount utilizing the Pay Now button displayed in the order manage controls.

order section

As they process the payment successfully the order i.e. exchange is placed and scheduled. You can refer to the below screencast to understand how the exchange status is modified.

orders tab

15.3. Cancel Premium

To get started with an exchange request for your order placed, one can simply follow the stepwise process defined below-

STEP 1: Click on the ‘Cancel Request‘ button.

orders cancel button A Cancel Request Form will display, where users can select those products that they want to remove from the order or cancel the whole order.

A Cancel Request Form

STEP 2: Click on the “Cancel Product” to remove the selected product from the order.

Note– Admin can see all the requests from WooCommerce -> Orders. To review the detailed information of any order by clicking on that particular order.

Admin can verify all the details of the claimed order and also accept and cancel requests by clicking on the particular Accept/Cancel request buttons on the order edit page.

As of now, you have an idea of the process flow.

17.Plugin Compatibilities

We have now made the Return, Refund & Exchange For WooCommerce PRO plugin completely interoperable with a variety of excellent plugins. All of these plugins that offer compatibility would add a sense of ease to your return, refund, and exchange order process carried out via plugin features. 

Let’s get into the specifics of the plugin that define its purpose –

17.1.Compatibility With Bookings For WooCommerce

The WooCommerce refund plugin is now compatible with Bookings for WooCommerce and Bookings for WooCommerce Pro. The admins can enable the customers to utilize the RMA refund form for booking products as well. This makes the overall refund process convenient for both the merchants and customers. 

17.2.Compatibility With Ultimate WooCommerce Gift Cards

The WordPress Warranty Plugin is compatible with the WooCommerce Gift Cards and Gift Cards For WooCommerce Pro. Admin can now provide refund functionality on gift cards to its users. But for the practical implementation users are required to fulfill two conditions i.e. the expiration period of the gift card shouldn’t be achieved and its usability should be equal to zero.

The refund request for gift cards can be successfully initiated only if these conditions are satisfied by the user’s end.

17.3.Compatible with Sequential Order Numbers for WooCommerce

The RMA WooCommerce plugin is fully compatible with WooCommerce Sequential Order Numbers Pro by SkyVerse and Sequential Order Numbers for WooCommerce by WebToffee. 

You can quickly format the order numbers in your WooCommerce store thanks to this compatibility. The WooCommerce sequential order number plugins lets you format your old and new WooCommerce order numbers into a sequential or linear sequence. You don’t have to skip values when formatting your order numbers; you can use WT-01000-UK, WT-01001-UK, etc (such as 15, 37, etc).

17.4.Compatibility with WooCommerce Wallet System

This RMA Management plugin is compatible with the WooCommerce Wallet System Free. and Wallet System for WooCommerce PRO. It allows the admin to easily manage all the wallet functionality in one dedicated wallet system.

17.5.Compatibility with WPML

WordPress Multilingual i.e. WPML plugin to facilitate easy translations and localization within the plugin. It allows the admin to translate the word strings to all the languages that are supported by the WPML. 

Yes, you can now effectively translate your plugin-based strings into the language of your choice. To begin the translation process, simply extract all of your plugin-based strings and then follow the steps below:

Click on WPML > Themes and Plugins Localization > Strings in the Plugin > WooCommerce RMA | Return-Refund-Exchange

Checkbox the plugin name and click on “scan selected plugin for strings”. 

The WPML extracts all the strings from that plugin. 

scan selected plugin for strings

From language switcher options, add the preserved URL arguments as order_id.  

language switcher options

After this, click on the (+) plus sign to translate that string for the chosen language… 

 string for the chosen language


Write the translated version of that string.  

Write the translated version of that string.

Now, if the customer opts for Hindi from the option, they see the translated version of the string. Similar to this, the admin can translate all the strings (supported by WPML) and engage multilingual buyers. 

engage multilingual buyers.

17.6.WooCommerce HPOS Compatibility

Our RMA plugin is compatible with High Performance Order Storage (HPOS) Which uses WooCommerce CRUD design to store order data in custom tables to optimize order queries and ensure the smooth workflow of your WooCommerce store.

To Enable HPOS Follow these steps:

Firstly, make sure your WooCommerce version is updated with the latest 8.0. After that navigate to WooCommerce > Settings > Advanced > Features and choose the High Performance Order Storage option for orders.

For more information, refer to the WooCommerce HPOS Documentation

18.FAQs

 

Can the admin put some customized refund & exchange policy according to the site on the refund & exchange form? Premium

  • Yes, the admin can put customized refund & exchange policy by catching in WPSwings -> RMA Setting -> Refund/Exchange Tab ->> and enable the refund/exchange rules in the Appearance section and put the matter in the description box given as refund/exchange rule editor.

Is it possible for us to set the maximum number of days for a refund and exchange product-wise? Premium

  • Yes, we have this feature in our plugin; the admin can set the maximum number of days for the refund and exchange from the product edit page.

Can the admin add some fees for the refund & exchange process? Premium

Yes, the admin can put some extra fees in the refund & exchange of a product by moving to WPSwings -> RMA Setting -> RMA Policies Tab >> & then setting the Refund/Exchange include tax policies accordingly.

Is there any functionality to keep off the refund/exchange/cancel feature for an order to proceed via COD? Premium

Yes, the admin can turn off the refund/exchange/cancel feature for such an order by going through WPSwings -> RMA Setting -> General Setting  -> Hide Refund, Exchange, and Cancel Button For COD When in Processing Status.

Can the admin apply a minimum amount to restrict the customer from canceling their order? Premium

Yes, the admin can apply the minimum amount cancel order functionality in the WPSwings -> RMA Setting -> RMA Policies Tab >> and set the cancel policies accordingly

Can the admin set a form for the COD Orders to collect the customer's bank details? Premium

Yes, the admin can collect the customer bank details in COD Orders by enabling the checkbox to Show Bank Details Field For Manual Refund from WPSwings -> RMA Setting -> General Setting.

Does ShipRocket operate with your RMA plugin? Premium

Shiprocket is compatible with our RMA plugin. Please enter the username and password to configure and authenticate your account for this in the Plugin settings >> Integrations Tab >> Shiprocket Integration.

Where will the admin retrieve the ShipRocket API? Premium

If the admin doesn't know the API login and password, they can access the Shiprocket integration by going to the Integrations tab and selecting it. From there, they can access the Obtain API Information For Shiprocket Dashboard link. Alternatively, using the Shiprocket dashboard, the admin may set up an API account and password.

How to make the "Refund" button visible on store pages using this plugin?

  • If you want to view the Refund button, then follow these steps. Navigate towards swings -> Refund-Exchange lite Setting ->General Setting ->> Enable Refund and set the following necessary settings in the RMA Policies Tab
  1. Set the maximum number of days.
  2. Select the order status in which the order can be refunded.
  3. Set the taxes if you’re using any.

How to use a mail configuration setting in RMA Plugin?

Please go to the WPSwings -> Refund-Exchange lite Setting ->Refund Tab  -> and in the most below you will get all the emails to Configure for you accordingly.

Can a customer and admin communicate while processing a refund request?

Yes, customers and admin can communicate while processing a refund request through the order messages which you can configure from the WPSwings -> Refund-Exchange lite Setting ->Order Message Tab.

Is there any stock management functionality in this refund management plugin?

Yes! The plugin automatically manages the stock after every successful refund of the product. Admin can set it by following steps; WPSwings -> Refund-Exchange lite Setting->Refund Tab-> Enable to show Manage Stock Button -> then admin can manage the stock from the WooCommerce orders section accordingly.

19.Feedback and Suggestions

Don’t see a feature in the RMA Return Refund & Exchange for WooCommerce Pro plugin that you think would be useful? We’d love to hear it— Reach out to our Support Query and we’ll consider adding it in a future release.

20.Helpful Resources!!!!

Users can utilize the following sections to get in-depth knowledge about the event tickets manager plugin… 

20.1.Blogs

  • How To Setup Return And Exchange In Your Online Store?
  • How Refund And Exchange Can Be A Key To Customer Satisfaction?
  • eCommerce Return Merchandise Authorization (RMA)- All You Need To Know
  • Decoding the Refund and Exchange Facilities for Maximum Customer Satisfaction!
  • How To Write Refund And Exchange Policy For Your Online Store?
  • Top 10 Reasons For Refund And Exchange That Every Online Retailer Must Know
  • 5 Best WooCommerce Refund Plugins To Streamline Your Returns Process

20.2.Video Tutorials

  • How To Simplify Refund Management Process with Return Refund and Exchange for WooCommerce Plugin?
  • RMA Return Refund and Exchange for WooCommerce Pro: Part 1: Refund [Version 2024]
  • RMA Return Refund and Exchange for WooCommerce Pro : Part 2: Exchange [Version 2024]
  • RMA Return Refund and Exchange for WooCommerce Pro : Part 3: Cancel [Version 2024]
  • RMA Return Refund and Exchange for WooCommerce Pro: Part 4: Wallet [Version 2024]
  • How to Easily Manage Refund and Exchange With Return, RMA Refund, and Exchange For WooCommerce Pro?
  • How To Set Up RMA Return Refund & Exchange For WooCommerce on Your WordPress & WooCommerce Store?
  • What is RMA Return Refund & Exchange For WooCommerce Pro || 2022
  • How do I add a cancel functionality in WooCommerce Refund And Exchange With RMA in 2023?
  • Why An Ecommerce Business Needs Return Merchandise Authorization (RMA)?
  • WooCommerce Refund and Exchange With RMA: How to add Refund options to the WooCommerce store || 2023
  • How To Set Up A Wallet System With RMA on the WordPress Website in 2023?
  • WooCommerce Refund And Exchange With RMA: How To Setup Exchange Functionality|| 2022

20.3.Case Studies

  • MIA BOUTIQUE
  • No 44 Store
Suggest Edit

Filed Under: Org, WooCommerce / WordPress Tagged With: ecommerce, exchange, free, refund, woocommerce exchange

One Click Upsell Funnel for WooCommerce

May 15, 2018 by sanjeev maurya

search_image
  1. Overview
  2. How to Download The Plugin?
  3. Installation
    1. Free Version
    2. Pro Version
    3. License Activation
  4. Workflow
    1. Creating New Funnel
    2. Predefined Offer Templates
    3. Funnel Lists
    4. How to Use Shortcodes
    5. How To Design Custom Offer Pages With Advanced Shortcodes
    6. Store Checkout
    7. Global Setting
    8. Pop-Up on Exit Intent
    9. Payment Gateways
    10. Want Some Other Payment Gateway Integration?
    11. Subscription Products
    12. Frequently Bought Offers
    13. A/B Testing Funnel
    14. Add Dynamic Shipping Price on COD, Wallet, and Stripe
    15. Offer Page Shortcodes
    16. Minimum Cart Amount
    17. Custom Form Fields On the Offer Page
  5. Sales Reports & Tracking
    1. Sales Reports
    2. Google Analytics
    3. FB Pixel
  6. Plugin Compatibility
  7. Feedback and Suggestions
  8. FAQs
  9. Helpful Resources ! !
  10. Case Studies

1.Overview

One Click Upsell Funnel For WooCommerce Pro and One Click Upsell Funnel for WooCommerce allows merchants to create upsell offers that are displayed after checkout. Customers can accept these post-checkout offers and buy them without re-entering their payment details. This encourages the customers to spend more at your store which as a result increases your Average Order Value.

You can add multiple offers in your WooCommerce upsell funnel so if the customer doesn’t accept the first offer, you can present them with another one with a more attractive discount.


Watch: How to Set-up WooCommerce Upsells, Cross-Sells Offers?

https://youtu.be/cfFQpaj0IUI?si=-OP7TSx-tEacfqMK

 


With the help of this plugin, you can create multiple upselling and cross-selling offers that make more sales and generate revenue that you have never expected. Now you can create one-click upselling funnels that trigger when a user adds a target product to their cart.


Key Features of One Click Upsell Funnel For WooCommerce:

  • Shows upsell offers after checkout, the best time to persuade customers to buy more since s/he has already made a purchase.
  • Comprehensive track report for every single smart funnel.
  • Track your upsell funnel sales data on Google Analytics and Facebook Pixel.
  • Create a global funnel that triggers regardless of any product or category.
  • Offer an Upgrade on the Existing purchase to your customers.
  • Show exclusive offers based on the order email.
  • Display intelligently upsell offers by skipping the funnel for the same offer product.
  • View and edit your smart funnels in sandbox mode.
  • Multiple funnels can be created with offers of your own choice.
  • Custom offer pages can be created with the help of shortcodes.
  • 8 predefined offer sales funnel templates that are completely customizable with Elementor. But if you want to use other page builders that are compatible with the plugin, use shortcodes provided within the plugin.
  • Offers can be purchased with a single click only.
  • Custom funnels can be scheduled for specific weekdays.
  • Customizable funnel workflow if the customer accepts or rejects an offer.
  • Compatibility with all leading page builders. Supports Simple, Variable, Subscription, and Bundled Products.

Benefits:

  • Increases the WooCommerce store’s revenue, profit, and Average Order Value(AOV).
  • Significantly boosts your customer LifeTime Value(LTV).
  • Exposure to higher-margin items and best sellers.
  • Improves Customer satisfaction by offering them products or services that best meet their needs.

2.How to Download The Plugin?

To download the org version of the plugin:- 

navigate to the WordPress page of One Click Upsell Plugin, and click on the Download button.

upsell wordpress download button

To download the premium plugin that you purchased please follow the below steps:-

  1. Go To https://wpswings.com/my-account
  2. Visit Orders Section

There you will get a License code and a Premium purchased plugin zip file Download and use it on your website by activating it

Note: You need to have both Free and Pro plugins in order to use them smoothly

3.Installation

Let’s See how you can download and install both the free and pro version of the One Click Upsell Funnel Plugin:  

3.1.Free Version

Automatic Installation:

Automatic installation is the easiest option handled by WordPress. 

Follow these steps for the installation:

1) Go to the Admin panel navigate to the sidebar click on the ‘Plugins’ menu > ‘Add New’.
2) On the ‘Add Plugins’ page go to the search bar and type ‘One Click Upsell Funnel For WooCommerce’. 


Once you find ‘One Click Upsell Funnel For WooCommerce’ by WP Swings, you can view the details about it such as the points release, rating, and description. One can install it, simply by clicking “Install Now”  

[ DOWNLOAD ZIP ]

upload and install upsell funnel plugin


Manual Installation:

The manual installation of the plugin is another option to install the plugin in the seller’s WordPress environment. 

The manual installation method involves downloading our ‘One Click Upsell Funnel for WooCommerce Extension and uploading it to the web server via their favorite FTP application. 

The steps for manual installation are as follows:

1) Upload the ‘One Click Upsell Funnel for WooCommerce’ folder to the /wp-content/plugins/ directory.
2) Activate the WooCommerce Upsell Funnel plugin through the ‘Plugins’ menu in WordPress.

Note: The best results can be viewed by using the “WooCommerce” standard theme (Storefront). Some third-party plugin might cause conflict with our plugin.

3.2.Pro Version

Automatic Installation: 

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.

upload upsell funnel for woocommerce

The steps are as follows :

  1. Download the zip folder of the plugin One Click Upsell Funnel For WooCommerce Pro from My Account > Orders > Click on view > Scroll down and download the plugin zip file

  2. Once downloaded, install the One Click Upsell Funnel For WooCommerce Pro plugin by browsing and activating it.

 

Note: Visit the Login page to create your account before completing your purchase.


Manual Installation: 

The manual installation of the WooCommerce One Click upsell plugin is another option. To install the plugin to your WordPress environment. 

The manual installation method involves downloading our One Click Upsell Funnel Pro Extension and uploading it to your web server via your favorite FTP application.

The steps are as follows :

  1. Kindly, upload the One Click Upsell Funnel Pro folder to the /wp-content/plugins/ directory.
  2. Activate the One Click Upsell Funnel For WooCommerce PRO plugin through the WooCommerce ‘Plugins’ menu in WordPress.

Note: Before activating the One Click Upsell Funnel For WooCommerce Pro, you should have the One Click Upsell Funnel For WooCommerce – WordPress plugin otherwise, the plugin will not function.

So, if you don’t already have it, you can download it directly from here:

[Download Zip]

3.3.License Activation

After Purchasing the premium version navigate to My Account > Orders > Your Order. There you’ll find the License Key.

If you want to benefit from all the premium features and automatic updates and access the support platform to receive help from our staff. In that case, it’s necessary to activate the license.

license upsell

To do so, you have to navigate to the “License” tab, here you can enter the “License Key”, and click on the “Activate” button. Customers are supposed to receive these in their mail when they purchase the premium plugin. 

You can also find the license activation code in the My Accounts > Order section

4.Workflow

With this plugin, you can create or can begin implementing the functionality of one-click upsell in your store. It provides you with amazing features for creating a custom funnel which will work great for generating funnel offers. 

Each workflow consists of a sequence of features, such as creating a new funnel, predefined sales funnel templates, global settings, and more.

4.1.Creating New Funnel

In this section, you can create new funnels that will take action on your WooCommerce store when a purchase happens.

To create a new WooCommerce funnel, go to the Funnel List section. This section displays the list of all funnels you have created. If you want to create a new funnel, click on the Create New Funnel button. 

Create New Funnel button.

 

When you click on Create New Funnel, you’ll be asked to add the details about your smart funnel. 

smart funnel.

 

  • Name Of The Funnel: 

Add a name you want to give to your sales funnel. 

  • Minimum Cart Amount: Premium

Enter the minimum cart amount to trigger funnel. 

  • Select Target Product(s): 

Select one or more products as a target product. Whenever a customer purchases a target product, the funnel will come into action. 

  • Select Target Categories:

Select the target categories of the product. Whenever a customer purchases a product from that category, the funnel will come into action. 

  • Funnel Schedule: 

Schedule your custom funnel for specific weekdays or let them execute daily. 

  • Global Funnel: 

Click on this toggle button and enable it if you want to turn this funnel into a global funnel. A global funnel doesn’t depend on any target product or category. So if you want to trigger this funnel always, enable this feature.

  • Exclusive Offer: 

By enabling this setting, you can create exclusive one-time upsell offers on your store to raise urgency among your customers. The Exclusive Offer will make your post-purchase upsell offers visible to the customer once. This setting works for the billing email. 

  • Smart Offer Upgrade: 

By enabling this feature, you can offer an upgrade product to the customers after the purchase is done. If they accept the upgrade offer, the initial product will be replaced by the offer product. 

Note: Smart Offer Upgrade feature doesn’t work if the Global Funnel feature is enabled for a similar funnel. 

  • Show Form Fields: Premium 

This Option Allows you to create custom form fields on the offer page, Applicable to the first offer only. 

  • Frequently Bought Offers: Premium

Enable this option to show frequently bought offers on upsell Pages. 

  • Enable AB Testing: Premium 

Enable this option to test which ‘offer’ template performed better using A/B Testing. 

After filling in the details of your WooCommerce funnel, add the offer to your funnel. This offer is responsible for displaying the upsell products after checkout. Click on Add New Offer to add offers to your sales funnel. 

add new offers in upsell funnel

You’ll be asked to fill in these details once you click on Add New Offer: 

Add New Offer:

  • Offer Product: Select the product you want to feature in the offer.
  • Offer Price/Discount: Enter the new offer price or specify the discount percentage.
  • Offer Image: Choose an image to represent your offer.
  • After ‘Buy Now’ go to: Select the page where users will be redirected after accepting the offer
  • After ‘No Thanks’ go to: Select the page where users will be redirected after rejecting the offer

Once you’ve filled out the details, you can choose a funnel template that suits your needs.

choose a funnel template

  • Offer Custom Page Link:  If you prefer not to use any built-in templates, you can create a custom offer page and customize it using the shortcodes provided in the Shortcodes section. Once done, simply add the link to your custom page here to use it.

After setting up your offer, click on the Sandbox toggle button to make the Upsell Funnel Live and click on the Save Changes button. 

4.2.Predefined Offer Templates

We provide 8 offer page templates that can be customized with the help of Elementor. You can use these sales funnel templates to display your upsell offers 

Template 1

template : upsell

Template 2

template 2 : upsell

Template 3

upsell : Template 3

Template 4 Premium

 

upsell funnel template 2

Template 5 Premium 

upsell template beauty shop

 

Template 6 Premium 

upsell funnel template dog store

Template 7 Premium 

upsell funnel template cosmetics

Template 8 Premium

funnel template wellness and beauty

 

4.3.Funnel Lists

After successfully creating the WooCommerce funnels, you can view the list of total funnels in the Funnel List section. 

Here you can see all the details of the funnels like Funnel Name, Status, Target Product & Target Categories, and Number of Offered Products in the funnel and also take the proper action according to the need like Edit, View, and Deleting funnel. 

Funnel List section.

4.4.How to Use Shortcodes

 

some advanced shortcodes to design custom funnel

 

This extension provides some advanced shortcodes to design custom funnel offer pages for your own brand. 

All that you have to do is just use the suitable shortcodes on the custom page. 

Here we are providing three types of shortcodes : 

Upsell Action Shortcodes: 

  • Buy Now: This shortcode is used for the “Buy Now” link. In HTML use it as href =”[wps_upsell_yes]” in the anchor tag. 
  • No Thanks: This shortcode is used for the “No Thanks” link. In HTML use it as href =”[wps_upsell_no]” in the anchor tag.

 

Product Shortcodes: 

  • Product Title: This shortcode returns the product title. Use it as [wps_upsell_title] 
  • Product Description: This shortcode returns the product description. Use it as [wps_upsell_desc] 
  • Product Short Description: This shortcode returns a short description of the product. Use it as [wps_upsell_desc_short] 
  • Product Upsell Shipping Price: This shortcode returns an Upsell Shipping Price. Use it as  [wps_upsell_product_shipping_price]
  • Product Image: This shortcode returns a product image. Use it as [wps_upsell_image] 
  • Product Price: This shortcode returns the product price. Use it as [wps_upsell_price] 
  • Product Variation: This shortcode returns product variations. Use it as [wps_upsell_variations]

 

Other Shortcodes: 

  • Star Rating: This shortcode returns the star rating. It can be used as [wps_upsell_star_review=4.5] 
  • Offer Quantity: This shortcode returns the offer quantity field. You can restrict the customer to select the quantity offered. Use it as [wps_upsell_quantity max=4 min=1]. The default quantity is max=3 and min=1. 
  • Urgency Timer: This shortcode returns the urgency timer. You can specify the timer limit as [wps_upsell_timer minutes=5]. After the timer is over, the No Thanks Upsell action will be triggered.

4.5.How To Design Custom Offer Pages With Advanced Shortcodes

Below is the video guide to designing custom Offer Pages With Advanced Shortcodes : 

4.6.Store Checkout

In this tab, the Upsell plugin lets you customize your checkout and thank you pages however you like. 

You can hide, disable, or rearrange fields, so only the ones you need are shown, making the process smoother. 

Store Checkout (Pro)

Click the button in the upper right corner to enable the checkout and Thank You pages. Then, select any page to start customizing it. You can also preview your customized pages before enabling this feature by clicking the “Preview” button.

admin can customize the checkout page

As shown in the screenshot above, the admin can customize the checkout page by modifying billing and shipping information fields, adjusting other settings, and configuring payment gateways. 

They can easily drag and drop to show or hide fields. After making the desired changes, the admin can click the “Save” button in the upper right corner to save or reset the customizations.

Frontend Representation:

I have hidden all the fields except for Billing First Name and Billing Country, so only those fields will be visible to users on the front end.

Frontend Representation: checkout upsell

Similarly, on the Thank You page, you can customize the header text, add content before the order details, include content after the order details, and add content after the billing and shipping addresses. 

Thank You page upsell customise

4.7.Global Setting

From this section, you can Enable/Disable the plugin functionalities, change the payment gateway settings, and add global offer products, discounts, etc. for the upsell plugin.

global setting with stripe notice

1. Enable Upsell: 

Here you can Enable/Disable the plugin functionalities. 

2. Payment Gateways: 

This is very important for Upsell offers. You can set up the supported payment gateways here. We have explained this in the next step. 

3. Free Order Upsell:

When this feature is enabled, the upsell funnel can trigger even if the cart total is zero. This allows upsell offers to appear during checkout regardless of whether the customer’s order total is zero.

4. Skip Funnel for Same Offer: 

Skip funnel if any offered product in the custom funnel is already present during checkout. 

5. Remove Style from Offer Pages: 

Remove the theme and other plugin styles from the offer page. (Note: Not applicable for the custom offer page).  

6. Smart skip if already purchased: 

This feature skips the funnel if the offer product was purchased by the customer in the previous orders. 

7. Pop-up on Exit Intent:

Enable this to show a popup on the offer page when a user intends to exit. 

8. Accept/Reject Button for Exit Intent:Premium 

Enable to show Accept and Decline buttons on the pop-up of Exit Intent 

9. Upsell Exit Intent Message:Premium 

Write Your custom message to show on upsell Exit Intent Pop-up Upsell. 

10. Redirect on Offer Expire:Premium

Add Url to Redirect user when an Upsell Offer Gets Expired. 

11. Price HTML format:Premium

Select the format of the price you want to show on the offer page. You get two options here, Regular Price Offer Price And Sale Price Offer Price.  

12. Global Offer Product:

Set the Global Offer Product. When no offer product is set, the global offer product will be visible when the admin simply views the Custom offer page. (Note: Applicable only for custom offer pages in sandbox view, not for Offers that come post-checkout). 

13. Global Offer Discount: 

Set a Global Offer Discount on the product price. (Note: Applicable only for custom offer pages in sandbox view, not for Offers that come post checkout). 

14. Upsell Actions Message: 

 This message is displayed along with the loader whenever a customer accepts or rejects the upsell offer.  

15. Global CSS and JS: 

Write your custom CSS and JS for the offer page without any script and style tags.

And last, don’t forget to hit the Save Changes button. 😉

4.8.Pop-Up on Exit Intent

Enable the Pop-up on exit intent and customize the message according to your needs. 

After that, the pop-up will be shown to users when they try to exit the page during an upsell offer.

Note: You can only customize the message and enable the Accept/Decline Button in the pro version of the upsell plugin

Pop-Up on Exit Intent in sales funnel

They can simply Accept or Reject the offer and proceed with their checkout.

4.9.Payment Gateways

 

Here you can set up and manage the payment gateways for this plugin.

 

payment gateways

 

Here, is a clear explanation of the payment gateways:

 

payment gateway settings in upsell funnel

 

  • Stripe Settings: The plugin provides a new stripe integration that you can set up. Stripe requires public and secret keys which you can get from the Stripe Dashboard.
    Gateway flow:   checkout ➝ stripe payment ➝ upsell offer ➝ thank you.

  • PayPal Settings: This WooCommerce funnel plugin works with WooCommerce Paypal Payments.
    In WooCommerce PayPal Payments, the customer is redirected to the PayPal page to complete the transaction. WooCommerce PayPal Payments needs API-level credentials such as API Signature, API username, and API password.
    Gateway flow:   checkout ➝ PayPal payment ➝ upsell offer ➝ thank you.

  • Authorize.net Credit Card: The plugin provides a new Authorize.net Credit Card Integration. Authorize.net requires an API Login ID, API Transaction Key, and API Signature Key.
    Gateway flow:   checkout ➝ authorize payment ➝ upsell offer ➝ thank you.

  • Braintree: The plugin provides integration with Braintree. You need Public Key, Private Key, and Merchant ID to set up Braintree.
    Gateway flow:   checkout ➝ Braintree ➝ upsell offer ➝ thank you.

  • Square: Go to the Configure Settings page and connect your Square account.
    Gateway flow:   checkout ➝ square payment ➝ upsell offer ➝ thank you.

  • Paystack: WooCommerce upsell plugin is compatible with Paystack.
    Gateway flow:   checkout ➝ paystack payment ➝ upsell offer ➝ thank you.

  • Cardcom Settings: The smart funnel plugin provides an integrated Cardcom Gateway in order to charge for Upsell Orders.
    So if you want to use Cardcom, you must use Cardcom provided with the plugin. Cardcom needs a CVV terminal number and API username in order to work.
    Gateway flow:   checkout ➝ Cardcom ➝ upsell offer ➝ thank you.

  • Vipps: The plugin is compatible with Vipps
    Gateway flow:   checkout ➝ Vipps ➝ upsell offer ➝ thank you.

  • Manual Payment Methods: The plugin also supports manual WooCommerce payments methods.
    Thus, the merchants can now accept payments through offline methods that include:
    1. Direct Bank Transfer or BACS
    2. COD
    3. Check Payments

  • The custom funnel plugin supports integration with Mollie. 
    Gateway flow: checkout ➝ authorize payment ➝ upsell offer ➝ thank you.

Note: All these credentials are provided by the Payment Gateways. Also, in the case of a redirection-based payment gateway such as PayPal or CardCom the customer is redirected to another page to complete the payment process.

As a result, payment will be done for both the product in the cart and the upselling product. 

4.10.Want Some Other Payment Gateway Integration?

We can do Customization for our users to add more Payment Gateways. Connect with us on Skype or Reach out to our Support, We’ll do it for you.

4.11.Subscription Products

Here you can create a subscription funnel that requires recurring payments. It is similar to a regular funnel. Repeat the same steps you followed to create the regular WooCommerce funnel. Just add a target subscription product to which the offers will be applied. 

For example, we are adding Netflix as a target subscription product in the funnel and attaching Popcorn subscription as the offer product. 

Netflix Subscription Funnel

 

After successfully creating the funnel, the customer can purchase the subscription product by the following steps 

  1. Go to the Shop page and select a subscription product. 

select subscription product from shop page

    2. Click on the ‘Proceed to Checkout’.  

cart totals page in upsell subscription

    3. Select a Payment Gateway either PayPal, Stripe, Authorize.net, Braintree or Square to post-purchase upsell the subscription product, Enter your card details and click on Sign Up Now. 

checkout page showing upsell products

    4. After a successful sign-up, the subscription offer will appear. 

the subscription offer will appear.

    5. Now they can Accept the offer with your favorable pack or skip the offer.


 Accept the upsell offer

    6. If your customer accepts the offer product then the offer product will be added in the existing order. 

upsell offer added in cart

You can see the activated subscription products on the WooCommerce > Subscription page. 

activated subscription products

 

4.12.Frequently Bought Offers

The plugin allows the merchants to add additional offers on the post-purchase upsell offer page. To add additional products perform the following steps:

  1. Visit the Funnel List to add additional products to previous funnels or new funnels.  
  2. Now scroll down towards the Frequently Bought Offers portion. 
  3. Enable the slider switch beside Frequently Bought Offers to add frequently bought products. 
  4. Now enter the additional product in the input field next to the Frequently Bought Offers Product. 

frequently bought offers

Note: The Frequently bought offers will only be visible on the first offer of the smart funnel. 

 

4.13.A/B Testing Funnel

To create an A/B Test you must install the Elementor Page builder, after the installation 

  1. Navigate to the Elementor dashboard and create a new customized template. 

ab testing template

  1. After customization save the template and copy its URL.
  2. Navigate to the funnel section and Enable the A/B testing Method
  3. paste your Elementor template URL. 

ab testing method in upsell

That’s it. Now the a/b testing will be running between your customized template and between the template that you’ve selected in the offer section.

You can click on the A/B testing result button to see how your A/B testing funnel performed using various matrices like Trigger Count, Success count, Offer Viewed Offer Accepted Offer Rejected Offers Pending, etc.  

ab testing funnels analytics

 

4.14.Add Dynamic Shipping Price on COD, Wallet, and Stripe

Add Dynamic Shipping Price on COD, Wallet, and Stripe

Now, you can put the Shipping price on Cash on Delivery, Wallet, and Stripe while making the WooCommerce one-click checkout by using this latest feature. Letting customers know the accurate accounting of every penny on checkout may increase your AOV and sales.

To add the shipping price of any particular product, you need to go to that specific product under Products, then under General > Upsell setting > Upsell Shipping Price > Enter the price.

4.15.Offer Page Shortcodes

Custom Form: The shortcode is used for adding your custom fields to the upsell offer page. Place the shortcode [wps_form]  on the offer to show the custom fields to the customer.

Frequently Bought Offers: The additional offer shortcode is for the additional offer products on the upsell offer page. In HTML use it as [wps_frequently_bought_offers] in the anchor tag.

4.16.Minimum Cart Amount

Enter a minimum cart amount to trigger the WooCommerce upsell funnel. This means if the customer adds products to the cart equivalent to this Minimum Cart Amount. 

Minimum Cart Amount

 

4.17.Custom Form Fields On the Offer Page

Custom Form Fields On the Offer Page

Perform the following steps to add custom fields to your upsell page: 

  1. Login to your WordPress dashboard. 
  2. Navigate 1 Click Upsell → Funnel & Settings → Funnel List. 
  3. Enable the Show Form Fields feature by clicking the slider switch. 
  4. Now click on the Add A Field button to create a custom field. 

Note: The custom form fields will only be visible on the first offer of the custom funnel.

5.Sales Reports & Tracking

Navigate to the Report, Analytics and Tracking Section 

5.1.Sales Reports

Create a sales report for the products in your store including or excluding items based on net sales, orders placed, orders purchased and refunds, name of order, view count, conversion rates, and total sales, and generate your report with a click.

Navigate to the Report, Analytics and Tracking Section

upsell sales report

 

Upsell Sales – Reports: Click here to check the upsell reports for a specific time period. 

upsell report by date

Here you can check:

  • Net upsell sales: This is the sum of the upsell item totals after any refunds (whole order refunds) and excluding shipping and taxes.
  • Average net daily upsell sales: Daily average of total upsell sales on the set time.
  • Upsell orders placed: Total upsell orders placed on the set time. 
  • Upsell items purchased: Total number of upsell items purchased on the set time.
  • Upsell refunded items: Total upsell refunded items from fully refunded orders. 

 

You can also filter the report according to the product or category. 

filter the report according to the product or category.

 

Upsell sales by funnel – Stats: This report shows you the data of every individual custom funnel. With this report, you can check the performance of the funnel, its offers, and its success rate.

Here are the metrics this report shows:

  • Funnel Name: Name of the funnel. 
  • Trigger Count: Number of times a funnel has been triggered 
  • Success Count: Number of times a Funnel is Successful. A Funnel is considered successful if any of its Offers are accepted. 
  • Offers Viewed: Number of times the offers in the funnel were viewed by the customers. 
  • Offers Accepted: Number of times the offers in the funnel were accepted by the customers. 
  • Offers Rejected: Number of times the offers in the funnel were rejected by the customers. 
  • Offers Pending: Number of times the offers in the funnel were viewed but no action was taken by the customers or they simply closed the browser window and left. 
  • Conversion Rate: Percentage ratio of Success count vs Trigger Count.
  • Total Sales: Total amount of sales of Upsell Offer Items generated by the smart funnel ( including refunds if any ).

5.2.Google Analytics

Analyze all sorts of insights of your website by using google analytics. It provides a wide range of useful insights into how people use your website. With this, you can gain a comprehensive and easy-to-understand glimpse at a variety of relevant factors which will help you to increase the overall sales of your business. 

google analytics upsell reports

  • Google Analytics ID: Enter your Google Analytics tracking ID. You can find it by logging into your Google Analytics account.
  • Enable Global Site tag: Add Global Site Tag “gtag.js” to your website. Note: Only Enable this when you are not using any other Google Analytics tracking on your website.
  • Enable Purchase Event: This will trigger the Google Analytics purchase event for parent orders and upsells accordingly.

Note: Make sure you disable your Purchase event if you are using any other Google Analytics tracking on your website else it will track data twice. 

Please check the “Other Tracking Plugins Compatibilities” section by clicking on the arrow above it. 

5.3.FB Pixel

track upsell in facebook pixel
  • FB Pixel ID: Enter your Facebook Pixel ID here. You can fetch your Pixel ID from here. 
  • Enable Pixel Base code: Add Facebook Pixel Base Code to your website. Note: Only Enable this when you are not using any other Facebook Pixel tracking on your website. 
  • Enable Purchase Event: This will trigger the Facebook Pixel purchase event for parent order and upsells accordingly 

Note: Make sure you disable your Purchase event if you are using any other Facebook Pixel tracking on your website else it will track data twice.

 

Please check the “Other Tracking Plugins Compatibilities” section by clicking on the arrow above it.

6.Plugin Compatibility

With Upsell plugin, you can also use additional plugins for enhanced features: 

1. Upsell Order Bump Offer For WooCommerce

The One Click Upsell Funnel Plugin is compatible with Upsell Order Bump Offer For WooCommerce Free and Upsell Order Bump Offer For WooCommerce Pro that lets you show upselling and cross-selling offers on the checkout page.

upsell funnel and order bump bundle kit

2. Subscriptions For WooCommerce 

The One Click Upsell Funnel plugin is compatible with Subscriptions For WooCommerce Free and Subscriptions For WooCommerce Pro which allows creating post-purchase upselling offers on subscription products.

3. Product Bundles

The WooCommerce Upsell Plugin is compatible with WooCommerce Product Bundles Plugin too which is designed to help store owners create outstanding deals by bundling existing simple, variable, and subscription products. It’s a great way to make cross-selling easier in your WooCommerce store.

 

4. Wallet System for WooCommerce 

The WooCommerce One Click Upsell Plugin is compatible with Wallet System for WooCommerce Free and Wallet System for WooCommerce Pro. It shows upsell offers to customers when they use a wallet as a payment method.

 

5. FOX – Currency Switcher Professional for Woocommerce 

Our upsell WooCommerce Pro plugin is compatible with Currency Switcher for WooCommerce. It allows you to change the currency of your upsell product offers and their shipping prices to any currency type you prefer.

fox currency switcher in upsell funnel

6. Tutor LMS Product Courses 

One Click Upsell Plugin is compatible With Tutor LMS Which allows you to create, manage, and sell eLearning courses on WordPress. With this compatibility, you can convert your courses into a paid product and run upselling and cross-selling funnels. 

7.Feedback and Suggestions

Didn’t see a feature in the One Click Upsell Funnel For WooCommerce Pro plugin that you think would be useful? We’d love to hear it. Reach out to our Support and we’ll consider adding it to the future release.  

8.FAQs

 

What are the payment methods supported by WooCommerce upsell plugin?

Woocommerce One Click Upsell Funnel Pro is compatible with the following payment gateways:

  • PayPal Payments
  • Stripe
  • Authorize.net
  • Braintree
  • Square
  • Paystack
  • Vipps
  • Cardcom
  • Mollie
  • eWay

and core payment options such as Cash On Delivery, Direct Bank Transfer, and Cheque Payments.

I installed the plugin, created funnels and added the offers too but still, it does not show up on purchasing the funnel targets?

If the upsell offers are not showing, make sure:
1) You’ve enabled the One-Click Upsell funnel plugin. Navigate to the Global Settings and enable the plugin if it is disabled.
2) Your Smart funnel is not in Sandbox Mode. If it is, edit the funnel and make it Live and Save Changes.
3) You are testing for the correct target product or category you’ve set in the funnel builder.
4) The offer page is published.
5) You’re making the payment through one of our supported payment gateways. If you make payments through a payment gateway that is not supported by our plugin, the offer will not be displayed.
6) Make sure you have selected any one of the following sales funnel templates or made your custom template and inserted a page link

Is my Payment Gateway compatible with your plugin?

You can see the list of supported payment gateways over on our "Product page." But if your required gateway is not there, You can contact our "Support" team for this.

We will check the possibilities and make your gateway compatible with our plugin on your request. There is always a way for everyone.

How can I use Custom Page Shortcodes for BUY NOW and NO THANKS?

For the “Buy Now” shortcode:

You need to copy this Buy Now → [wps_upsell_yes] and place at a suitable place on your page.

Description: This shortcode only returns the link so it has to be used in the link section. In HTML use it as href=”[wps_upsell_yes]” of the anchor tag.

For the “No thanks” shortcode:

You need to copy this No Thanks → [wps_upsell_no] and place at a suitable place on your page.

Description: This shortcode only returns the link so it has to be used in the link section. In HTML use it as href=”[wps_upsell_no]” of an anchor tag.

Can I design an upsell offer page if I don’t have a designer?

Yes, you can. Our plugin is compatible with Elementor which lets you customize your upsell offer pages as per your needs. And you don’t need a designer for it. Just drag and drop and style your elements as you need and your page will be ready in minutes.

Is there any free version of this plugin?

Yes, there is a free version of this plugin available on WordPress. You can visit our free version. And if you like, you can also request a personal demo for One Click Upsell Funnel For WooCommerce Pro.

Is Stripe Official and Stripe One Click the same?

No, the Stripe Official and Stripe Once Click are not the same. Stripe Official is a WooCommerce plugin that allows the merchant to accept payments via Stripe whereas, Stripe One Click is a free integration by WP Swings. Both the Stripe Official and Stripe One Click are compatible with the plugin. But we recommend using the official stripe for better results.

 

What are shortcodes & how they are beneficial?

If you haven’t installed Elementor in your WordPress environment, you can customize the upsell offer page using shortcodes. The plugin provides some advanced shortcodes for creating custom offer pages. You can check our documentation for more details.

Why do Global Funnel and Smart Offer Upgrade not work at the same time?

The Smart Offer Upgrade works only when it fetches a target product id. On the other hand, the Global Funnel functionality is just the opposite, it does not require a product id to trigger. Thus, this is the reason why Global Funnel and Smart Offer Upgrade do not work together.

Can I show two or more offers at the same time?

Yes, you can show more than one offer with the feature named Additional Offers in pro version.

Does the plugin support Stripe officially?

Yes, the plugin supports Stripe officially for accepting payments.

Can I add additional products to the upsell offer page?

Yes, you can add additional products on the upsell page using the Additional Funnel Offers feature in your custom funnels. But keep in mind that the additional products will only appear for only the first offer of a funnel.

Can I add custom fields to the upsell offer page?

Yes, you can add custom fields on the upsell page by enabling the Show Form Fields option in your funnels. But keep in mind that the custom fields will only appear for only the first offer of a funnel.

Can I preset a minimum cart amount on which the funnel should trigger?

Yes, you can add a minimum cart amount in your smart funnels on which the funnel should trigger.

Can I add additional products and custom fields using shortcodes?

You can use the shortcodes [wps_form] and [wps_additional_offers] on the upsell offer page to add additional products and custom fields. 

Can I show an upsell offer as per the buyer’s behavior?

Yes. Depending on what kind of product a customer has purchased, you can offer them a relevant Upsell product.

Can I offer an upgrade product to my customers after checkout?

Yes. Just set the Target and Offer Product and Enable Smart Offer Upgrade Feature in Funnel settings. As soon as the customer accepts the offer, the target product will be replaced by the offer product.

What is the difference between Exclusive Offer and Smart Skip If Already Purchased?

Exclusive Offer is a Funnel Feature, this feature makes the funnel offer to be shown to the customers only once, whether they accept or reject it.

Smart Skip If Already Purchased is a Global Feature. With this feature, the Offer will be shown to the customers only if they haven’t purchased the offer product already either normally or via upsell.

I want my Upsell Offer to always trigger no matter what target product people choose.

Yes, our upsell WordPress plugin has a feature to do this. You just need to enable the Global Funnel feature and the Funnel Offers will be triggered always.

Can I track the performance of my Upsell Funnels?

Yes, we have Upsell Sales by Funnel Stats that shows Individual Funnel Performance metrics such as Trigger Count, Success Count, Offers Viewed, Offers Accepted, Offers Rejected, Offers Pending, Conversion Rate, and Total Sales. With the help of these metrics, you can easily figure out how your Upsell funnels are performing and make changes accordingly.

Can I offer multiple upsell offers in a single funnel?

Yes. One Click Upsell lets you add multiple products in a single funnel builder. So if you want to offer more than one product after checkout, you can do that by adding new offers in the funnel.

What page builders does this plugin support?

Most of the major WordPress page builders like Elementor, WPBakery, Divibuilders, Thrivearchitect, and other WordPress page builders are supported.

What types of Products does this plugin supports?

Free Version: Only Simple Products.

Premium version: Simple, Variable, Bundle and Subscription products.

9.Helpful Resources ! !

  • What Is Upsell? The Comprehensive Guide To Increase Your Sales 
  • How to Create One Click Upsells on WooCommerce Store? 
  • Upselling v/s Cross-selling: Tips, Benefits, And All You Need To Know
  • Free WooCommerce One-Click Upsell Funnel: How to Cross-Sell & Upsell in WooCommerce WordPress?
  • How To Grow Your WooCommerce Sales With One Click Upsell Funnel For WooCommerce Pro During Festive?
  • One Click Upsell funnel For WooCommerce Pro: Part 3: Shortcodes and Secured Payment Gateways
  • One Click Upsell For WooCommerce: How To Setup Offer Funnels || WooCommerce Checkout Upsell Funnel
  • Free WooCommerce Upsell funnel: How To Setup Offer Funnel || Setup & Installation
  • WooCommerce Upsell Funnel: How to Create One-Click Offers Funnel?
  • How To Do Upselling and Cross-Selling Using WooCommerce Upsell Plugin?
  • How To Set Up WooCommerce Upsells, Cross-Sells & Discounts with One Click Upsell for WooCommerce Pro

10.Case Studies

  • Kolagen Boost
Suggest Edit

Filed Under: Org, WooCommerce / WordPress Tagged With: 1 click purchase, free, funnel, increase sales, Offers, one click upsell, oneclickupsell, upsell, Upsell Funnel, woocommerce, woocommerce checkout plugin, woocommerce one click upsell, woocommerce store

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