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Upsell Funnel Builder for WooCommerce

sanjeev maurya — Mon, 24 Feb 2020 08:41:44 +0000

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!

⚠️ Update: Combined and Merged the Power of Order Bump Offers and One-Click Upsell Plugin for Your Woocommerce Store. Create an Engaging and Persuasive Sales Funnel to Target Your Best Customers, Engage Them With Frequently Bought Together, Upsell, and Cross-Sell Products, Increase Your Average Order Value, and Boost Sales in One Click.

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: Upsell Funnel Builder for WooCommerce.

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:-

Go To https://wpswings.com/my-account
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

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.

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

- Enable Funnel Builder:
  Here, you can enable/disable the extension to ensure the smooth operation of the upsell order bump features.
- Enable Campaign Labels:
  Enable this setting if merchants want to label their new and running upsell funnel and order bump campaigns.
- 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.
- Smart Skip if Already Purchased Premium :
  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.
- Product Offer Strip: Premium
  Admins can utilize this setting to run strip offers over selected products, informing customers about ongoing offers. To configure this setting, navigate to Point 13.
- Abandoned Cart Bump: Premium
  Merchants can utilize the compatibility with the WooCommerce Abandoned Cart Recovery Plugin to create abandoned cart bumps targeting the customers who have abandoned their carts.

Click on Save Changes to save the settings.

4.Abandoned Cart Bump List

To navigate to this section, go to the Dashboard > Upsell Funnel Builder > Abandoned Bump List.

Use this section to create targeted order bumps, particularly for customers who have abandoned their carts.

Merchants can run offers user-wise. This means that if a particular user has abandoned their cart with certain items. You can showcase those items to the abandoned users by running offers on them. As soon as the order is considered to be abandoned, a bump offer will be created.

NOTE: All the related settings to the bump offers will work exactly like other bump offers; refer to settings 6.2.1

5.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.

5.1.Order Bump Settings

5.1.1.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.

5.1.2.Shortcode Order Bump

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

5.1.4.Enable Smart Pop-Up

Merchants can configure this setting and apply different types of pop-up options to showcase different order bump offers.

The options to select are –

The admin can also specify the number of seconds to delay the pop-up display on the cart/checkout page.

5.1.5.Enable Email Marketing Automation

Admins can utilize this functionality to sync the email contacts of the customers who have purchased the pre-bump offer. This synced email contact can be used to send follow-up emails to your customers.

Note: For this feature to work seamlessly, the admins must have Fluent CRM integrated with their WooCommerce store. After enabling this functionality, two segments are created to monitor the sales. The WPS Pre-Bump Funnel has the contacts for the customers who have purchased the “pre-bump” offers.

5.1.6.Bump Offer Appearance

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.

5.1.7.Offer Product Permalink Target Attribute

The WooCommerce upsell pop-up feature offers two options:

Open the product page in the same frame within a pop-up
Open the product page in a new tab.

5.1.8.Offer Target Dependency

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

5.1.9.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 the Place Order Button.

5.1.10.Enable FBT Location

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

5.1.11.Frequently Bought Together Location

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

5.1.12.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 are not serving or meeting the requirements of their WooCommerce store.

5.1.13.Restrict Woo Coupons

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

5.1.14.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,

5.1.15.Enable Delete All Data On Uninstall

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

5.1.16.Enable Cart Upsell

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

5.1.17.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.

5.1.18.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.

5.1.19.Set Custom Order Success Page

This setting enables the admins to create a custom order success page, as per their liking. To do so, the admin can create a page first. Click on “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.

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.

5.1.20.Global Custom CSS

If you want to add some custom styling, you can do it by adding custom CSS here.

5.1.21.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.

5.1.2.Upsell Funnel Settings

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.

Here is a clear explanation of the 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

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.

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.

6.Order Bump Settings

6.1.Order 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.
Admins can easily export the details of the created order bump and make changes in the JSON file. And similarly, import the updated JSON file to restore the bumps and funnels.

6.2.Create Order Bump Settings

6.2.1.Order Bump Settings

(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. Want order bump campaigns, but you’re confused which settings to configure? Don’t worry, because now you can simply select the predefined campaigns where all the settings are already configured for you.

After clicking on the create campaign button, all the relevant settings will automatically be configured.

Name Of The Order Bump:

Enter the name of your order bump offer.

Priority Of The Order Bump WooCommerce Premium :

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

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

Set Minimum Cart Value For Order Bump: Premium

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.

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.

Set Campaign label:

This setting allows the admins to set campaign labels for order bump offers.

Frontend Settings: (This is how the labels will be shown over the order bump offers.)

Order Bump Schedule:

Schedule your Bump Offers for selected days or daily.

Bump Conditional Display:

Admins get to decide the conditions under which your customers will see the bump offers. The predefined conditions are Cart total, Subtotal, Coupon Applied, User Login Status, and Registered Users.

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.

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:

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.

6.2.2.Order Bump Offer

Offer Section 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

Display Section:

Set the method for displaying bump statistics alongside performance on the front end. There are two methods: the Default Method and AB Testing.

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.

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.

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.

6.2.3.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.

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.

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

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,

7.Upsell Funnel Settings

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

7.1.Upsell Funnel 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.

When you click on Create New Funnel, you’ll be asked to add the details about your smart funnel. Want to create upsell funnel campaigns, but you’re confused which settings to configure? Don’t worry, because now you can simply select the predefined campaigns where all the settings are already configured for you.

After clicking on the create campaign button, all the relevant settings will automatically be configured.

7.2.Create Upsell Funnel Settings

7.2.1.Upsell Funnel Settings

7.2.1.1.Name Of The Funnel

Add a name you want to give to your sales funnel.

7.2.1.2.Minimum Cart Amount

Enter the minimum cart amount to trigger the funnel.

7.2.1.3.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.

7.2.1.4.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.

7.2.1.5.Funnel Schedule

Schedule your custom funnel for specific weekdays or let it execute daily.

7.2.1.6.Funnel Conditional Display

Admins can decide the conditions under which your customers will see the bump offers. The predefined conditions are Cart total, Subtotal, Coupon Applied, User Login Status, Device Type, Country/Region, and Registered Users.

7.2.1.7.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.

7.2.1.8.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.

7.2.1.9.Smart Offer Upgrade

By enabling this feature, you can offer an upgraded 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.

7.2.1.10.Show Form Fields

This Option Allows you to create custom form fields on the offer page, Applicable to the first offer only.

7.2.1.11.Frequently Bought Offers

The plugin allows merchants to add additional offers on the post-purchase upsell offer page. To add additional products, perform the following steps:

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

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

7.2.1.12.Enable AB Testing

To create an A/B Test, you must install the Elementor Page Builder. After the installation –

Navigate to the Elementor dashboard and create a new customized template.

After customization, save the template and copy its URL.
Navigate to the funnel section and enable the A/B testing Method to paste your Elementor template URL.

That’s it. Now, the A/B testing will be running between your customized template and the template you 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.

7.2.1.2.Funnel Offers

You’ll be asked to fill in these details once you click on 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
Offer Template: Once you’ve filled out the details, you can choose a funnel template that suits your needs.

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.

8.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.

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.

8.1.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.

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

8.2.Thank You 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.

9.Shortcodes

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 :

9.1.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.

9.2.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].

9.3.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.

10.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,

10.1.Pre Sales Reports & Analytics

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

10.1.1.Order Bump WooCommerce Sales - Reports

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

Here you can check:

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 during the set period.
Order Bump Items Purchased: Total number of order bump items purchased over a set period.
Order Bump Refunded Items: Total order bump refunded items from fully refunded orders.

10.1.2.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, Upsell Funnel Builder > Sales Reports and Analytics, and you’ll find a report named Order Bump – Behavioral Analytics there.

This report shows:

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

10.1.2.Post Sales Report & Analytics

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

10.1.2.1.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,

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

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 over the set time.
Upsell orders placed: Total upsell orders placed within the set time.
Upsell items purchased: Total number of upsell items purchased within the set time.
Upsell refunded items: Total upsell refunded items from fully refunded orders.

10.1.2.2.Upsell - Behavioral Analytics

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)

10.1.2.3.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 variety of relevant factors that will help you increase the overall sales.

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.

10.1.2.4. FB Pixels

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.

11.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.

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.

Enable Recommendation On Product Page: Enable this setting to display the product recommendations over the product page.
Enable Recommendation On Cart: Enable this setting to display the product recommendations over the cart page.
Select Product To Be Recommended: Use this option to enter the products that you want to display, by using the recommendation feature.
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:

Frontend Screenshot for Cart Page:

12.WPS Frequently Bought Together

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:

13.Plugin Compatibilities

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

13.1.Fluent CRM

The WooCommerce upsell plugin is compatible with Fluent CRM. This enables the merchants to send follow-up emails to the customers who have purchased pre-bump or post-bump offers. We have created a separate list that showcases whether the customer has purchased a pre-bump or post-bump offer, to send mail accordingly.

13.2.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

13.3.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

13.4.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 –

13.5.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.

13.6.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.

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.

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.

13.7.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.

13.8.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.

13.9.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.

13.10. 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.

13.11.WooCommerce Cart Abandonment Recovery Plugin

Compatibility with the WooCommerce Cart Abandonment Recovery plugin, this plugin allows merchants to retrieve information about customers’ cart abandonments and enables them to send follow-up emails. In addition to this, merchants can create abandoned cart bump offers targeting the abandoned customers.

The settings related to this compatibility are mentioned in Section 4. If you are a user of the premium version of the plugin, you can access the “Create Abandoned Bumps”.

13.12.Points and Rewards for WooCommerce

Compatibility with Points and Rewards for WooCommerce and Points and Rewards for WooCommerce Pro, merchants can now run loyalty programs along with order bump & upsell offers.

14.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:

Your Order Bump offer is Live and not in sandbox mode.
You have added the correct target product or target category product in the cart.
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 :

Before Order Summary
Before Payment Gateways
After Payment Gateways
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.

15.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.

16.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,

16.1.Blogs

16.2.Case Studies

16.3.Video Tutorials

17.Product Offer Strip

Merchants can utilize this functionality to display exclusive offer strips over selected products. All related settings are dynamic; you can also change the text, colour, and style to meet your business needs.

Enable Offer Strip: Enable this setting to allow your customers to see product strip offers over the selected product.
Layout: Select from three available layouts – Classic, Badge, and Bar.

Layout 1: Classic

Layout 2: Badged

Layout 3: Bar

Content: Enter the text that you want to display for your customers to see over the selected product.
Strip Color: Select the colour for the product strip.
Display Location: Select the position of the strip offer – before the add to cart button, before the product meta end, and before the single product summary.
Enable Timer: When enabled, a timer will render in the product strip with the entered start and end time.
Timer Start: Enter the date and time for the start of the timer.
Timer End: Enter the date and time for the end of the timer.

Frontend Representation Of This Feature In Action:

The post Upsell Funnel Builder for WooCommerce appeared first on WP Swings Documentation.

Wallet System for WooCommerce

sanjeev maurya — Sat, 04 Jan 2020 06:48:09 +0000

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:-

Go To https://wpswings.com/my-account.
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”

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.

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.

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:

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:

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.

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.

In 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.

The balance has been updated in the wallet.

Frontend Representation:

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.

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:

After enabling the tax-free feature:

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.

And the order is 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:

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:

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.

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.

3. 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:

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:

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

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.

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.

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:

After Wallet Restriction:

7.WooCommerce 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.

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.

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.

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.

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.

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

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

Frontend Representation:

Category-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.

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:

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:

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.

10.9 Cashback based on User Roles

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

10.10 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.

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:

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.

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:

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

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:

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.

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.

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:

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.

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:

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.

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.

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:

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.

12.Wallet Buy Now Pay Later

We’ve added the highly requested Buy Now, Pay Later feature to our Wallet System for WooCommerce plugin! With this option, your customers can keep shopping even if their wallet balance is low. To turn it on, just go to the new BNPL tab next to the Wallet Actions tab and switch the toggle to enable it.

How to Use the Buy Now, Pay Later Feature

Turn on the BNPL option from the plugin settings.
Set a minimum orders required that customers must meet to use BNPL. This helps make sure only eligible users can access it. (PRO feature)
Set the minimum and maximum BNPL limit per user to control how much they can borrow. (PRO feature)
You can also choose to add interest, either as a fixed fee or a percentage of the BNPL order amount. (PRO feature)
After setting everything, click Save, and BNPL will be active on your store!

Once enabled, here’s how the BNPL option will appear to your customers when all settings are properly configured

Please connect with our support team if you have any queries or need custom modifications to these features.

13.Wallet KYC

KYC (Know Your Customer) verification with feature-based restrictions. This feature enables you to verify the identity of your users by asking them to upload required documents. Based on their verification status, you can control which wallet actions they are allowed to perform.

How It Works:

Users can upload the required documents directly from their account.

You can set the number of documents that need to be uploaded.

As the store admin, you can review the submitted documents. You have the option to Approve the KYC request, Reject the request with remarks and Ask the user to resubmit the documents if necessary.

If a user has not completed their KYC, you can restrict them from performing specific wallet actions like Wallet withdrawals, Wallet transfers, and Fund requests

You can display a custom message to users on the kyc page, explaining why certain actions are restricted and what documents they need to submit to avail these features. This helps avoid confusion and guides users on how to complete their KYC verification.

How to Set Up:

There are limited features available in the Org plugin. If you are using the Org (free) version of the plugin, we highly recommend that you move to the pro version of the plugin to fully utilize the KYC feature.

Let’s see the available options and how to set up this feature

Enable Wallet KYC: As Usual, toggle this option to enable the KYC functionality
Enable to Restrict Wallet Withdrawal if KYC not Approved: Once you enable this feature, users who have not completed their KYC will not be able to withdraw funds from their wallet.
Enable to Restrict Wallet Transfer if KYC not Approved: Toggle this option if you want to restrict wallet transfer for users who have not completed their KYC.
Enable to Restrict Wallet Fund Request if KYC not Approved Premium: Toggling this option will restrict the functionality of requesting fund for users who have not completed their KYC.
Number of Documents customer needs to upload for KYC VerificationPremium: In this section, you can define how many documents a users need to upload. The Default value is 1
Enter Rule And Description For KYC Verification Process: Here you can mention a custom message for users, to inform them about KYC process an example message could be “Please Upload Your Goverment ID Proof and Employee Badge To Proceed With KYC Verification.”

Frontend Overview:

A new KYC tab has been added to the wallet dashboard. When users open it, they will see the view shown in the screenshot below.

Users can upload their documents here and click on “Submit KYC Documents.”

Once the documents are submitted, you, as the admin, can review them and either approve or reject them with remarks. And ask users to resubmit if needed.

If they have not completed their KYC, a message will appear when they try to access restricted features, as shown in the screenshot below.

Once the KYC is completed (after you review the documents and approve the request), users can access all features as usual.

14.WooCommerce Wallet Regulations

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

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.

15.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:

Frontend Representation:

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.

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.

16.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.

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

17.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.

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.

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.

18.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.

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 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”: “dev-email@gmail.com”,
“user_role”: “administrator”,
“wallet_balance”: “160.2”
},
{
“user_id”: 2,
“user_name”: “Demo”,
“user_email”: “demo_user@gmail.com”,
“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/?consumer_key=XXXX&consumer_secret=XXXX where 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/?consumer_key=XXXX&consumer_secret=XXXX where 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/ where 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
}

19.Wallet Coupons

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

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.

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.

20.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.

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.

21.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

21.1.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:

21.2.Add Balance

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

21.3.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:

21.4.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:

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

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

21.5.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:

Note: All fields are mandatory.

21.6.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.

21.7.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:

Note: All fields are mandatory

21.9.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 Point 11.9.

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

21.10.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.

21.11.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.

22.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.

Limit for Negative Balance:Premium

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

Frontend Representation:

Limit Order Number for Wallet Negative Balance Use:Premium

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.

Enter Interest Name:Premium

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

Wallet Interest Type for Negative Balance:Premium

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

Enter Wallet Interest Amount for Negative Balance:Premium

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

This is how it will show on frontend.

23.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

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.

24.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.

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

25.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.

26.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

27.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:

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

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.

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.

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.

28.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.

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.

29.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.

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

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

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

30.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.

24.1 Partial Payment

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

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

24.2 Wallet Auto Top-up

Enable 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:

31.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.

32.WFCM Marketplace Compatiblity

With this plugin, you can create a marketplace within your WooCommerce store. To use this compatibility, install and enable the Wallet plugin along with the required plugins for WFCM Marketplace. Once both plugins are installed and activated, make sure they are enabled in their respective settings.

After completing this setup, navigate to the frontend page by clicking on the Marketplace setting

Here, you will find the vendor dashboard provided by the WFCM Frontend Manager. As an admin, you can customize this dashboard according to your requirements.

Next, go to the Payment settings, where you will see the option for Wallet Payment. Enable this option.

Once enabled, vendors will have the choice to withdraw their earnings using the wallet. The payment will be credited directly to their wallet account, in addition to other available withdrawal methods.

33.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.

34.FAQs

Is the plugin billed annually or is it a one-time payment?

Our plugin is billed on an annual subscription basis. This means you need to renew your license every year to continue using the Pro version.

If the subscription is not renewed, the license will expire, and you will no longer be able to use the Pro version features. To maintain access to all premium functionalities, updates, and support, timely renewal of the subscription is required.

We recommend renewing before the expiration date to avoid any interruption in service.

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.

35.Helpful Resources!!

The post Wallet System for WooCommerce appeared first on WP Swings Documentation.

Order Sync With Zendesk For WooCommerce – Free

sanjeev maurya — Thu, 05 Sep 2019 11:03:52 +0000

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:

Admin gets the authority to manage the display of the number of latest orders.
Admin can see all the tickets generated by a user in the user section of the admin menu.
You also get the flexibility to sort the orders based on different billing addresses used by a particular visitor.
This plugin provides ease in the management of tickets by letting you choose the KPI fields and Order fields in the ticket view.
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.
You can visit your Zendesk dashboard to view all the orders made by a user who has generated a particular ticket.
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.

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.

Enter the name of the application in the given field and upload the zip file of the WooCommerce order app.

Enter the Title, Store URL, and check the boxes as per requirements. Click on the Install button.

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

panel Zendesk URL
Zendesk admin Email, and
Zendesk API token

After entering your credentials, click on the Submit button.

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.

To add a KPI field, drag the respective field in the right column.
To remove a KPI field, drag the respective field in the left column.
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.

Click on the Save Options button to save the Order Configuration Settings.

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.

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

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.

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.

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.

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.

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.

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.

The post Order Sync With Zendesk For WooCommerce – Free appeared first on WP Swings Documentation.

Ultimate Gift Cards for WooCommerce

sanjeev maurya — Tue, 15 May 2018 13:55:08 +0000

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:-

Go To https://wpswings.com/my-account
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”

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.

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.

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.

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.

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.

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.

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

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

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

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

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:

Enter the name and description of your product.
From the Product Data dropdown, select the “Gift Card” option.
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.

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.

They can enter their preferred price within the set 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.

User Price: Add a minimum limit.

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

Variable Price: Add different prices for different durations.

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.

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.

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.

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

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.

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.

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.

4.4.Scheduling of Gift Card

While purchasing the gift vouchers, customers can select the specific delivery date, time, and minutes. If they don’t select a delivery date, the email is sent instantly after placing the order.

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.

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. We also provide a shortcode in the free version of the plugin to create a page and check balance.

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.

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:

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.

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.

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.
Maximum % of Order Payable via Gift Card: Here you can set the maximum payment limit for gift cards, this way you can control how much users pay using gift cards and how much payment they need to do via any other payment method.
Max Daily Redemptions Per User: Here you can limit how many times a user can redeem gift cards in a single day. This helps prevent repeated usage in a short period and ensures a fair and controlled redemption process across your store. User will get a message on the frontend if they have exceeded their daily limit for gift card redemption as shown in the below screenshot

Frontend Representation:

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 Date/Time Feature: Toggle this setting to allow the Gift Card products to be sent to the receiver on the selected date.
Date Format: Select the date format that you want to show on the Gift Card.
Time Format: Choose between 24-hour and 12-hour time format to show on the gift cards.
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.

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

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

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

7.Product Setting

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

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

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

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.

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.

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.

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.

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.

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.

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

Enable Bcc option for Gift card Mails: 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.
Enable Bcc option for Gift card Mails (Admin): Same BCC feature is also available for admin.
Disable Apply Coupon Fields: Admin can disable the apply coupon field which is applied to each order amount.

Coupon amount to be placed dynamically. You can utilize [SITENAME] and [COUPONCODE] as well

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

Here is How the Coupon Mail Will Show to Users:

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.

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. You can utilize [SITENAME] and [COUPONCODE] as well.

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

Here is How the Coupon Mail Will Show to Users:

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.

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.

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

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.

Downloadable Gift Card – Example:

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.

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.

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

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.

10.Other Settings

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

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

Frontend Representation – Before:

Frontend Representation – After:

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. (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:

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.

Remove the bcc feature mentioned on live here.

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 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 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.

Enable PDF Feature: Premium Enable this feature to allow customers to get WooCommerce gift certificates with PDF attachments along with the email.

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.

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.

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

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 Terms and Condition: Hide the terms and condition from the product page.
Hide Featured/Thumbnail Image: Hide the feature images from the product page.
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. Bulk Import or Migrate Third-Party Coupons into Gift Cards

You can migrate offline coupon details from another gift card plugin by exporting a CSV file in the correct format. The file should have four columns in this exact order: Coupon Code, Expiry Date, Usage Limit, and Price. The first row must include these column headings. Once the CSV file is ready, import it into the Gift Cards plugin to complete the migration.

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 desired gift card product for gift coupons, and it will be sent to all the users.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.
Eligible User Roles: You can send thank-you coupons to specific user roles such as customers, subscribers, authors, and more.
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.
Only First-Time Buyers: Enable this to send thank you coupons to only first- time buyers.
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

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.

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.

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.

17.2. Allow Only Default Template Images

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

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

17.3. Allow Only Uploaded Template Images

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

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.

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.

17.4. Allow Both Uploaded Images and Default Images

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

Here’s how it will appear to the users.

As 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.

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

17.6. Create Gift Card Product

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

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.

If 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.

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.

Here is how it’s updated over the 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“.

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.

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.

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.

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.

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.

Scan: Click on the scan button you can scan the Gift Card Coupon details.
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.
Redeem: You can enter the amount to redeem the value from the Gift Card Coupon or add value to it.

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

Copy the embed link and paste it on any page at POS.
Login using the credentials given in the received email.
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.

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.

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.

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

Date: Select a Date Range for the gift card redemption report. For example, This Month, Last Month, or Custom Range.
Store: Select the store whose redeem report you want to fetch.
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.

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

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

To delete a store, follow these steps:

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

To add a new store:

Click on Add Store button
Add all the required information in the fields
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

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:

Click on the Add Employee button.
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.

19.Notification

Enable WhatsApp Sharing

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

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.

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: 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.

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.

Enter 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…

After creating your account on the Facebook Developer Dashboard, navigate to the Apps section from the top bar and create a new app.

Fill 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.

On 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.

Inside 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).

Copy 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.

To 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.

1. 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.

2. 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.

While 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.

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.

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.

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.

By Clicking on View on the Analytics Column you can see the detailed report for a specific coupon.

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

Then, the customers can convert their coupon into points by navigating to the My Account >> 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:

a) The expiration period of the gift card shouldn’t be achieved
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.

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.

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 !!

31.Case Studies

The post Ultimate Gift Cards for WooCommerce appeared first on WP Swings Documentation.

Return Refund and Exchange for WooCommerce

sanjeev maurya — Tue, 15 May 2018 13:51:35 +0000

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:

From the plugin menu click on “Add New“
Search for Return Refund and Exchange for the WooCommerce plugin, and click on the “Install” button.
“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 :

Upload the Return Refund and Exchange for WooCommerce folder to the /wp-content/plugins/ directory.
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.

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.

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 –

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,

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-

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 –

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.

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,

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,

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,

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.

As soon as you click on the WooCommerce Refund button, you’ll be automatically redirected over to the Refund Request Form.

Complete the form fields by entering the data requested and hit Send Request to continue with the same.

One Refund Request Notification will be displayed after the process and you’ll be redirected to the orders section again after 10 sec.

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,

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.

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.

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.

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.

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.

4.3. Enable Attachment

Utilizing the setting option you can offer an attachment feature i.e. adding pictures or videos within your refund, exchange, and Cancellation form.

4.4. Attachment Limit

You can also offer the attachment-based limit to pictures and videos when offering an attachment option within your refund, return, and exchange form. Simply mention the number 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 –

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 –

4.7. Enable/Disable Refund Functionality For Specific User Roles

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/Disable Refund Functionality based on User Count

The admins can enable this functionality to limit the number of refund requests, just configure this setting to do so.

4.10. Refund Limit for User Count

Enter the number after which the refund functionality will be restricted for the customers.

4.11. Enable/Disable Refund Functionality For Particular User To Prevent Fraud

By enabling this setting, you can restrict the refund functionality for particular user. Utilize this functionality to prevent fraudulent activities.

4.12. Enter Particular User Email to Restrict From Refund Functionality

Utilize this section to enter the user email address to restrict them to use the refund functionality.

4.13. 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.

4.14. 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.

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.

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.

After successfully submitting the refund request, the order will appear in the orders area with a status indication, as shown in the screencast below.

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 —

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 —

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.

4.15. 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.

4.16. 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.

4.17. 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

4.18. 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 –

4.19. Enable Refund Reason Description

You can simply customize your refund reason-based description text utilizing this setting.

4.20. 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 –

Your customer can conveniently choose one reason from the given list and proceed further.

4.21. 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.

4.22. 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 –

4.23. Refund Form Wrapper Class

The refund form-based wrapper class can be entered here utilizing the setting for the product page.

4.24. 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 –

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-

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-

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.

4.25. 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.

4.26. 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-

4.27. 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.

4.28. 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-

4.29. 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 –

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-

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.

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”.

5.4. Enable Attachment

Enable this setting for the customers to send the attachment with the exchange request. they can attach .png, .jpg, and .jpeg, WEBM 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.

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.

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 –

5.12. Enable Auto Exchange Approval For Exchange Requests

This functionality of the WooCommerce return and refund plugin, admins allow the exchange request made by customers to be accepted automatically.

5.13. Enable/Disable Exchange Functionality For Specific User Roles

Utilize this functionality of the WooCommerce Returns plugin, to enable/disable the feature to restrict the exchange functionality for specific user roles.

5.14. Select User Roles To Restrict Exchange Access

The admins can select specific user roles (they can select from the default user roles available in the WooCommerce store), the exchange button will be hidden for the mentioned user roles.

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 –

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.…

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.

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.

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.

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 –

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 –

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 –

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 –

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 a Cancel Order request by clicking on the “Cancel Order” button. 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.

6.3. Enable/Disable Cancel Functionality For Specific User Roles

Utilize this functionality of the WooCommerce Returns plugin to enable/disable the feature to restrict the cancel functionality for specific user roles.

6.4. Select User Roles To Restrict Cancel Access

The admins can select specific user roles (they can select from the default user roles available in the WooCommerce store), the cancel button will be hidden for the mentioned user roles.

6.5. Enable/Disable Cancel Functionality based on User Count

The admins can enable this functionality to limit the number of cancel requests, just configure this setting to do so.

6.6. Cancel Limit for User Count

Enter the number after which the cancel functionality will be restricted for the customers.

6.7. Enable/Disable Cancel Functionality For Particular User To Prevent Fraud

By enabling this setting, you can restrict the cancel functionality for particular user. Utilize this functionality to prevent fraudulent activities.

6.8. Enter Particular User Email to Restrict From Cancel Functionality

Utilize this section to enter the user email address to restrict them to use the cancel functionality.

APPEARANCE

6.9. 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 –

6.10. Cancel Product Button Text

Utilizing the setting you can easily update your canceled product button text and update whatever you like to add.

6.11. 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.

6.12. Cancel Form Custom CSS

The merchant can change the physical properties of the exchange form using the custom CSS.

6.13. 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 –

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-

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-

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.

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.

Order Status

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.

Order Status Premium –
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.

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.

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.

Likewise, the above two scenarios consist of an RMA Cancellation policy that denotes — the exclusion of defined categories based products for cancellation.

8.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.

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.

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.

Here the admin enters the refund amount and clicks on the “Refund Manually”.

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.

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.

9.6. Enable Refund Method Selection Via TerraWallet

Merchants will have to first install Tera wallet also known as Wallet for WooCommerce. Download from here. After successfully downloading and activating the plugin, your customers will get the option to get their refunded amount via Terra Wallet.

NOTE: Merchants can allow the customers to either get their refunded amount via Wallet System for WooCommerce or through Terra Wallet. Both these compatibilities will not work together.

Frontend Representation,

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.

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-

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 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-

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 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.

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.

Workflow: 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.

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.

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.

Here 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.

11.3. SHIPROCKET INTEGRATION

ShipRocket Configuration

This setup option offers seamless 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—

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.

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—

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.

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”: “”,

“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”: “”,

“products”:”

[

{

“product_id”: product_id_val,

“qty”: 3

{ “variation_id”: variation_id_val,

“qty”: 2

}

]”

“reason”: “< reason for refund>”,

“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”: “”,

}’

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”: “”,

}’

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 Premium :

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”: “”,

“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”: “”,

“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: Premium

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”: “”

}’

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: Premium

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”: “”

}’

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: Premium

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”: “”

}’

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: Premium

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”: “”,

“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.

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 Exchange Requests –

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.

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.

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.

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

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

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,

A Refund Request Form will be displayed. After filling out this form users can send the refund request to the admin.

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-

Store 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.

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 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.

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.

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.

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.

Store Admin can now select orders among— for which exchange is requested by the customer and check the order details.

If the store admin finds the exchange reason to be appropriate—

He/She would thereby accept the exchange requested and 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 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.

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.

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.

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.

Step 2: As soon as the exchange request is placed the store admin receives an exchange-requested email about that.

Store Admin can now select orders among— for which exchange is requested by the customer and check the order details.

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.

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.

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.

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.

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-

Select the order for Order Details and check for refund requests placed to Accept or Cancel the request and proceed further.

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.

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 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.

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.

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.

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-

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.

Store Admin can now select orders among— for which exchange is requested by the customer and check the order details.

If it seems convincing, they can simply hit Accept to accept the refund requested or do the vice-versa to cancel the request.

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-

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.

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.

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.

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.

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.

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

16.1.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,

A Refund Request Form will be displayed. After filling out this form users can send the refund request to the admin.

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-

Store Admin can now select orders— for which a refund is requested by the customer and check the order details.

16.2.Exchange