woocommerce

Points and Rewards for WooCommerce Pro – Loyalty Plugin, Referral purchase, Build Membership

December 24, 2019 by Vartika Sinha

1.Overview

Points and Rewards for WooCommerce plugin allow the merchants to assign reward points to customers on signup while purchasing products, or other activities performed on-site. The customers can redeem the earned points to get discounts on the purchase or to avail of the benefits of the membership program.

Watch Points and Rewards For WooCommerce Pro: Demo Video Part 2

Features:

The merchant can provide the points to their customer at the signing in on the website, Referral Signup, Referral Purchase, Product Assign, Points on Order Total, and Per Currency Spend.
Redeem those reward points on the Cart subtotal as well as use them to get the membership with the WooCommerce reward points plugin.
Using the Membership feature you can allow your customers to get a discount on the products.
Using the feature of the loyalty points and rewards plugin, you can notify the user about their points by Notification Mail.
Shortcodes for displaying the notification anywhere on the site.
Points Log for Customer and Merchant.
Points table for a merchant to update the customers’ loyalty points and rewards for WooCommerce with the remark.
Customers can apply points on the cart as well as on the checkout page.

2.How to Download the Premium Plugin?

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

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

2. Visit Orders Section

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

Download and use it on your website by activating it

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

3.Installation

1. 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 :
(i) Download the zip folder of the plugin Points and Rewards for WooCommerce Pro.
(ii) Once downloaded install the Points and Rewards for WooCommerce Pro plugin by browsing and activating it.

2. Manual Installation
The manual installation of the WooCommerce rewards points plugin is another option. To install the plugin to your WordPress environment. The manual installation method involves downloading our Points and Rewards 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 Points and Rewards for WooCommerce Pro folder to the /wp-content/plugins/ directory.
(ii) Activate the Points and Rewards for WooCommerce Pro plugin through the ‘WooCommerce loyalty 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.

Note:
Before activating the Points and Rewards for WooCommerce Pro, you should have the Points and Rewards for WooCommerce – WordPress plugin else the plugin will not function.

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

Download Zip

4. General Settings

After the successful installation of the WooCommerce rewards plugin, first of all, kindly enable the plugin.
Go to the admin panel and click on WooCommerce > Points and Rewards > General Settings.
Enable the points and Rewards settings by clicking on the checkbox.
Click on Save Changes.

4.1.Signup Setting

Enable the Signup Points for the user. Through this setting of the WooCommerce reward points plugin when the user signs up on your site then they will get some signup points as a reward.

Kindly, go to the admin panel click on the WooCommerce > Points and Rewards > General Setting.
Enable the Sign-up reward point settings and enter the signup points. A new user will get the signup points whenever they successfully signup on your site.
And lastly, click on the “Save Changes” button.

The user can see their Points Log Table through these easy steps:

Go to My Account Page.
Click on the “Points” tab from the sidebar.
And the last click in View Points log link.

4.2.Referral Setting

Enable the Referral Setting for the customers – Through this setting, customers will get loyalty points and rewards for WooCommerce on the referee (the user invited by the customer) purchase

Go to the admin panel click on the WooCommerce > Points and Rewards > General Setting.
Kindly, enable the Referral Points settings and enter the Referral Points.
Click on the “Save Changes” button.

After successfully enabling settings, customers can share the referral link with other users.

Enable Referral Purchase Point: By selecting this setting the admin can enable the referral purchase point. The admin can also select the points type on referral purchases depending on the order total

For Example: If user A has given User B a referral link to use. User B must use the same referral link to log in. After this USer A will be awarded certain points.

From the My Account Page, they can copy the referral link and share it with other users.

Enter Referral Points: The admin can select the number of points which he wants to reward the customer with.
Minimum Referrals Required: The admin can also set a minimum or upper limit to the number of referrals that are required for the customer to win the points.
Select Page Where You Want To Redirect: Here the user can decide the place where he wants the referral link to redirect. The available options are the Cart Page, Shop Page, My Account Page, or Sample Page.
Enable Referral Purchase Points: By selecting this setting the admin can enable the referral purchase point. The admin can also select the points type on referral purchases depending on the order total.
Enter Referral Purchase Points Type: The user can also toggle between the referral purchase point type. The available options are fixed or percentages.
Enter Referral Purchase Points: You can decide the number of points that the customer will get if people use the referral link to make a purchase.
Assign Only Referral Purchase Points: The admin can assign “only referral purchase points” settings if they want their customers to earn points only after a purchase is made using the referral link that they’ve shared.
Enable Referral Purchase Limit: The admin can provide the customer with some upper limit by using this setting of WooCommerce rewards points plugin. For example, Mr. A is a loyal customer of your company and wants to earn points as per this feature. Now, you have set a limit of 3 orders. So, now he will be awarded points only after the successful completion of 3 orders.
Set the Number of Orders for Referral Purchase Limit: The admin can set the number of orders for the same Referral Purchase Limit. We can take the same example, Mr. A is a loyal customer of your company and wants to earn points as per this feature. Now, you have set a limit of 3 orders. So, now he will be awarded points only after the successful completion of 3 orders.
Static Referral Link: Enable this setting, if you want to make the referral link permanent for the customers.
Referral Link Expiry: Select the number of days, after which the referral link will expire.
Enable to Refer via referral Coupon code: You can enable this setting if you want your customers to refer via referral coupon codes.
Set the amount for the referral coupon discount: Select the amount for the referral coupon discount.
Referral Purchase Coupon Type: The admin can choose between fixed or percentage discounts.

4.3.Comments Points Settings

By enabling this setting of the WooCommerce reward point plugin. The admin can:

Enable Comments Points: By checking this box you allow your users to earn points on giving their reviews
Enter Comments Point: Enter the number of points that the user will gain on every successful review.
User Per Post: This acts to be a limitation to the number of comments that a user can make to earn points.

Note: Points will be awarded only when the comment/review has been approved by Admin.

4.5.Text Settings

This setting allows the admin to update the text under the My Account > Points tab.

Go to the admin panel click on the WooCommerce > Points and Rewards > General Setting.
Go to Text Setting, here the admin can make the changes for the Points page.

Enter Text: The admin will get a chance to modify the text that depicts the loyalty points and rewards for WooCommerce here. The default text is set to “My Points”.
Enter Ways to Gain Points: The user can also use shortcodes like [Refer Points] for Referral Points[Per Currency Spent Points] for Per currency spent points and[Per Currency Spent Price] for per currency spent price
Points Tab Text: This option gives the user a chance to replace the default “Points Tab” text with your text.
Assigned Product Points Text: This option gives the user a chance to replace the default “Product Point” text with your text.

4.6.Redemption Settings

The admin can enable this setting if they want to allow their customers to redeem their earned points over the Cart page and Checkout page to get the discount.

1. Redemption Over Cart Subtotal: Enable this setting if you want to allow your customers to redeem their earned points over the cart Subtotal.

2. Conversion Rate: The customer can redeem their points based on the conversion rate set by the admin. The admin can enter the conversion rate of points redemption. For example, the worth of 10 points is equal to $1.

3. Enable “Apply Points” during Checkout: Enable this setting if you want to allow your customers to redeem their earned points over the Checkout page.

4. Enable Point Usage Limitation: This setting restricts the customer to redeem some pre-defined points on the order. Customers can pay a particular part of the order using points.

5. Select Points Limitation Type: Select the type which you want to provide your customer Fixed/Percentage.

6. Enter Amount: Enter the points value that the customer can apply while placing the order. Customers can’t apply more than points from this value.

7. Enable Point Restriction on Sale Product: The admin can enable this option if he wants to restrict the points on any sales products.

8. Enter the Minimum Points you Want to Start Redemption: Here you can the minimum point of redemption.

Note: This setting will work as in proportion with the above limitation type, if you have set it as fixed then please enter the amount (based on your conversion rate) which a user can pay with the help of their points (for example conversion rate: 1$=1P, you want a user can use max 50$, so 50$ will be equivalent to 50P, so the amount will be set as 50).

Note: If you will choose the “select points limitation type” as percentage. Then in the “Enter amount” you have to enter the percentage amount for which you want a customer can use their points.

For Example: if you have set the limitation type as percentage and in enter amount you have set it as 20, then if a user is purchasing a $100 product, he will be applicable to use the amount equivalent to the 20% amount of $100. (Means $20 a user can pay with the help of their points).

Customers can apply their points over the cart subtotal.

Customers can apply their points over the checkout page.

Your customers can see their total points on the “Points Log Table”.

4.7.Enable Customer Rank Setting

The admin can create customer rankings based on the rewards of every customer. Display this ranking on any page with the help of the shortcode provided. To use the customer ranking feature,

Go to Dashboard > WooCommerce > Points and Rewards > General Settings
Navigate to the Enable Customer Rank Setting section below the redemption settings.
Tick the checkbox to enable loyalty point-based ranking on your WooCommerce store.

Check the box to enable the option,
Enter the number of customers you want to list as ranks according to their points. Use the shortcode [CUSTOMERRANK] to display this hierarchy on any page.
Save Changes

Frontend Customer Ranking Based on Points

The screenshot shows the top 5 customers ranked based on their total points.

4.8.Enable First Daily Login Points Settings

The daily login points feature allows the admin to reward points to customers for the first login of the day. This is done daily. Encourage customers to earn extra points for logging in daily to your WooCommerce store, whether they buy anything or not. To use this feature:

Kindly, go to Dashboard > WooCommerce > Points and Rewards > General Settings
Navigate to Enable Daily Login Points Settings under Customer Rank Settings

Tick the checkbox to reward points on daily logins
Enter the number of points you want to reward customers in the metabox provided in front of the option Enter First Daily login Points. For example, here 200.
Save Changes. After enabling this setting the user will get 200 points on every first login of the day.

4.9. Enable First Order Points Settings

Enable first-order point setting for providing points on sign-up of a new user. These points can only be used once by the customer. For enabling the points on first order directly:

Go to admin dashboard > WooCommerce > Points and Rewards > General Settings
In the general settings section, navigate to the Enable first-order points settings

In the ‘Enable first-order points settings,’ the admin can check the provided box to enable the function of offering points on first order.
Subsequently, the admin can enter the amount he wants to reward the user in the ‘Enter First Order Purchase Points.’ These reward points can only be received once the first order has been placed. ‘Save Changes’ after modifications.

4.10.Order Reward Point Settings

With the WooCommerce reward points system, the admin can select the maximum number of orders for the customers to earn a certain number of points.

For example, if the admin has set the maximum number of orders to 10 and the number of points to 5. Then, the customer will earn 5 points, after successfully ordering 10 times from the website.

Enable Order Reward Settings: The admin can check this box if, he wants to enable the order reward points settings
Enter Number of Orders: The admin can also set the maximum number of orders, that the customer would have to order to earn the reward points.
Enter Order Reward Points: The admin can also set the number of rewards points, that he wants the customers to get after he successfully orders
Enable to show reward message on the cart page: The admin can “enable” setting to show the rewards notification on the cart page.
Enter Order Rewards Message: The admin can use this setting to set a message. Use these shortcodes for providing an appropriate message for your customers on his no. of [ORDER] and get rewards points [POINTS].

4.11.Subscription Point Settings

With this compatibility feature, the users get points on subscription products.

For example, if User A has bought a subscription product from your website for the first time, he/she will get points as per the reward system. But now with this compatibility, the user will also get points on renewal of the purchased product.

Enable Renewal Subscription Point Settings: The admin can check this box if he wants to enable this setting to give reward points when a subscription is renewed.
Enter Subscription Renewal Points: Here the admin can enter the number of points that he wants the user to be awarded on the renewal of the product.

Enable to show messages on the Account Page: The user can enable this setting if he/she wants to show the customers a message stating the number of points they will earn.
Enter Renewal Message: Now, enter the text message here. The entered message will be shown on the user Account Page. Please enter a message including [Points] in this shortcode.

4.12.Points Round Off

The Round off setting helps in rounding up or down the points earned in decimal by the customers. For round off settings:

Go to admin dashboard > WooCommerce > Points and Rewards > General Settings
In the general settings section, navigate to the Point Round Off

The admin can select from the Roundup or Round Down setting in the ‘Select Points Round Off‘ option. The roundup will round the points earned to the following higher number, whereas the round-down setting will round the point off to the lower number. ‘Save Changes’ for new settings.

4.13.Enable Birthday Points Settings

Providing extra reward points on special occasions like birthdays can induce customer loyalty perfectly. For enabling additional points on birthdays:

Go to admin dashboard > WooCommerce > Points and Rewards > General Settings
In the general settings section, navigate to the Enable Birthday Points Settings

Firstly, the admin can tick the checkbox to enable giving points on birthdays.
After this, the admin needs to set the rewards he wants to provide the users on their birthdays. Also, users are eligible for these birthday points only after their first purchase.
Finally, press ‘save changes, and the changes will be applied.

Front-end setting:

The date of birth can be set only once.

4.14.Points for selected user role only

Using this feature of the plugin, the admin can assign roles for the users. Further, the admin can allow selected user’s roles to use the points and rewards features of the plugin.

Allow User Roles: Here the admin can select from the available roles like Shop manager, Administrator, Customer, Editor, Author, Subscriber, and Contributor. The admin can choose a role that is feasible and makes sense for his eCommerce website.

5.Per Currency Points & Coupon Settings

Prevent users from earning extra reward points on a more significant order total and exclude the shipping fees from the points of cart capacity. For excluding points on tax:

Go to admin dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupons Settings
In the Per currency points & coupon settings section, navigate to the ‘Enable per currency points in subtotal.’

Admin can check the box if he wants to allow per currency points on subtotal. If not, the admin can leave it empty. This setting will exclude delivery fees from orders to stop a customer from earning points for delivery fees. Press ‘Save Changes’.

5.1.Earn Points Per Currency Points Settings

Through this setting, you can award points for every amount a user spent on your site, the customers will get the points based on the per currency points conversion whenever the customer spent some amount on the site then they will get some points as a reward.

Enable Per Currency Points Conversion: This setting allows your customers to earn points based on the per-currency points conversion. For example, the customer can earn points for the purchase based on the per-currency points conversion.
Enable Per currency points in subtotal: The Admins can check the box if they want to allow per currency points on subtotal. If not, the admin can leave it empty. This setting will exclude delivery fees from orders to stop a customer from earning points for delivery fees.
Per $ Points Conversion: The admin can enter the points for currency conversion. According to the conversion rate, whenever a customer spends a specified amount on the site then they will get some defined points as a reward.

For example: 1$ = 1P and so on…

Customers can see this notification on site.

Customers can see their points from the My Account > Points > Points Log Table page.

5.2.Coupon Settings

Coupon Settings

For Coupon Settings,

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings

Under the Coupon Settings, the admin can:

1. Enable Points Conversion

To enable coupon generation functionality for customers, the admin should tick the check box. For that:

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Enable Points Conversion Fields

Kindly, tick the checkbox to enable points conversion.
Save changes.

Generate Coupons On Front-end

To check this setting on the front end:

Go to Dashboard > Pages >All Pages > My Account > Points

Under Points Conversion, enter the number of points as per your requirements.
Click Generate Coupon and the coupon will be generated for further use.

2. Redeem Points Conversion

The admin can enter the redeem points for coupons. For Example: how many points will be equal to what amount when the customer will redeem those points. Say,” 20 points will be equal to $1.”

For that:

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Enable Points Conversion
Enter points for conversion and amount.
Save changes.

Redeem Point Conversion On Front-end

According to the settings, the customer’s points will be converted to the assigned amount.

3. Enter Minimum Points Required For Coupon Generation

In this particular setting, the admin can set the minimum number of points that a user has to earn in order to create a coupon. If a user will be having fewer points than the minimum required one, a user will not be able to redeem their points for coupon.

For that:

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Enter Minimum Points Required For Generating Coupon
Enter the minimum points required for generating the coupons you want.
Save changes.

4. Enable Custom Convert Point

If this setting is enabled, the customers will be able to convert some points from the total points they have into coupons. Hence converting custom points to coupons out of their total points.

For that:

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings
Tick the checkbox for custom convert points.
Save changes.

5. Individual Use

Admin can use this setting to allow coupons to be used individually. The customers will not be able to use the coupon in conjunction with any other coupon.

For that:

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Individual Use
Tick the checkbox for individual use.
Save changes.

6. Free Shipping

The admin can enable this setting if he wants the created coupon to grant free shipping. A free shipping method must be enabled in your shipping zone and be set to require “a valid free shipping coupon” (see the “Free Shipping Requires” setting).

For that:

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Free Shipping
Tick the free shipping option.
Save Changes.

7. Coupon Length

Admin can set coupon length excluding the prefix. The minimum length is set to 5.

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Coupon Length
Enter a number for coupon length.
Save changes.

8. Coupon Expiry After Days

The admins can also set the coupon validity period.

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Coupon Expiry After Days.
Enter the number of days after which the Coupon will expire. Keep value “1” for one-day expiry when the order is completed. Keep value “0” for no expiry.
Save Changes.

FrontEnd Coupon Expiry:

Under the Coupon details, expiry dates are mentioned that can be checked by the user.

9. Minimum Spend

This field allows you to set the minimum amount that the users can spend (subtotal, including taxes) allowed to use the coupon.

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Minimum Spend
Enter the amount for the minimum spent. Keep value “0” for no limit.
Save Changes.

10. Maximum Spend

This field allows you to set the maximum amount spent (subtotal, including taxes) allowed when using the Coupon. Keep value “0” for no limit.

Go to Dashboard > WooCommerce >Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Maximum Spend
Enter the amount for maximum spent.
Save Changes.

11. Coupons Number Of Times Uses

Admin can set how many times the coupons can be used before they become void. Keep value “0” for no limit. For that:

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Coupon Number Of Times Uses.
Enter a number (you want to allow customers to use coupons that many times)
Save Changes

6.Points Table

This setting allows the admin to view the points log of any user and apply the action to add/deduct the points with the specific remark.

Import User Points: You can also update user points using CSV. You have to enter User Emails, Points, Reason in a specific format in the CSV and then you can import. Now Customer previous points are get replaced with the new points.

Export Points Table: This feature gives the admin the chance to export the points table by simply clicking on the export. After clicking on the button. You’ll see that the CSV file is automatically downloaded to your system.

Click on the “View Points Log”, admin can easily view the full report of the points log.

6.1.Reset customer points log

The plugin smartly prepares a detailed log for the admin to view the points earned by the customers. After redeeming the points, the log detail becomes meaningless which the admin requires to delete.

This feature adds a reset button for the admin to reset the customer points log detail, saving a lot of time and effort.

6.2.Assign Points on Previous Orders

With the WooCommerce Rewards points plugin, the merchants get a chance to assign points on previous orders. For example, before installing the points and rewards plugin, there might be a lot of orders that customers might be involved with. This setting enables the merchants to assign points to those orders.

Just enter the number of points that you want assign on the previous orders, and click on the “Assign Points” button

6.3.Reset User Points

The users can consider this With the WooCommerce Rewards and Points, the admins can now very conveniently “reset the user points” with just a single click.

After clicking on the “reset button”, the admins will receive a “warning notification” to ensure that he wants to reset the points log table.

6.4.Option to Restict Users On Bulk

The admin can utilise this setting to restrict the users from getting the benefits of any features that might enable them to earn and further redeem the earned points and rewards. The catch here is that the admin can restrict users in bulk, and restrict them in one go. By applying “bulk actions”.

6.5.Option To Adjust Points

This feature of the WooCommerce points and rewards plugin designed to enhance flexibility and control over your points and rewards system. It allows admins to add, subtract, and override points directly during the CSV import process, ensuring accurate and efficient point management.

7.Points Notification Settings

Through this setting, you can notify your users about their points through email. You can easily customize that subject and description of the email according to necessity.

You can notify your users through the notifications like Custom Point Notification, Signup Points Notification, Product Purchase Points Notification, Order Amount Points Notification, Referral Points Notification, Upgrade Membership Level Notification, Product Purchase Points Notification, Deduct Assigned Points Notification, Points On Cart Subtotal, Points On Order Total Range.

7.1.Points table's Custom Points Notification Settings

Sending emails to notify customers about their points has turned more advanced. Now, the plugin settings let the admin send well-curated emails rather than simple text emails.

Admin can set header and footer, and even design the body of the email emphasizing the purpose better.

To enable this feature the admin can, tick mark the enable option.

7.2.Notifications Settings

Under the Points Notification settings, a list of email settings for the admin allows him to enable or disable email notifications for several activities. The steps are as follows:

Go to admin dashboard > WooCommerce > Points and Rewards > Points Notifications
In the ‘Points Notification’ section, navigate to the notification section admin wants to alter

The following notification modification options are available:

1. Signup Points Notification Settings

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Sign Up Point Notification “is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [Points] shortcode in place of Product Purchase Points [USERNAME] shortcode in place of username [Refer Points] in place of Referral points [Per Currency Spent Points] in place of Per Currency spent points and [Total Points] shortcode in place of Total Points.

2. Product Purchase Points Notification Settings

1. Enable: The user can enable this setting to proceed.
2. Email Subject: You can use this section to customize the subject of your mail. The default text of “Product Purchase Point“is already mentioned in the text box.
3. Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [Points] shortcode in place of Product Purchase Points [USERNAME] shortcode in place of username [Refer Points] in place of Referral points [Per Currency Spent Points] in place of Per Currency spent points and [Total Points] shortcode in place of Total Points.

3. Order Amount Points Notification Settings(Per ₹ Spent Points)

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Order Amount Point Notification“is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [Points] shortcode in place of per currency spent points [USERNAME] shortcode in place of username [Refer Points] in place of Referral points [Total Points] shortcode in place of Total Points. .

4. Comment Points Notification Settings

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Comment Point Notification“is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [Points] shortcode in place of Referral Purchase Points [Refer Points] in place of Referral points [Per Currency Spent Points] in place of Per Currency spent points and [Total Points] shortcode in place of Total Points.

5. Referral Purchase Points Notification Settings

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Referral Purchase Point Notification“is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [Points] shortcode in place of Referral Purchase Points [Refer Points] in place of Referral points [Per Currency Spent Points] in place of Per Currency spent points and [Total Points] shortcode in place of Total Points.

6. Deduct ‘Per Currency Spent’ Point Notification

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Your Points have been deducted“is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [DEDUCTEDPOINT] shortcode in place of points which has been deducted [USERNAME] shortcode in place of username [TOTALPOINTS] shortcode in place of Total Remaining Points.

7. Point Sharing Notification

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Received Points Successfully!!“is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [Total Points] shortcode in place of Total Points, [USERNAME] shortcode in place of a username, and in this section do not use [Points] shortcode.

8. Purchase Products through Points Notification

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Product Purchase Through Point Notification“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [PROPURPOINTS] shortcode in place of purchasing points[USERNAME] shortcode in place of username [Total Points]shortcode in place of Total Points.

9. Return ‘Product Purchase through Point’ Notification

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default “Order Amount Point Notification“text is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [RETURNPOINT] shortcode in place of points which has been returned [USERNAME] shortcode in place of username [TOTALPOINTS] shortcode in place of Total Remaining Points.

10. Referral Points Notification Settings

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Referral Point Notification“is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [Points] shortcode in place of per currency spent points [USERNAME] shortcode in place of username [Refer Points] in place of Referral points [Total Points] shortcode in place of Total Points.

11. Upgrade Membership Level Notification

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Upgrade Membership Notification“is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [Total Points] shortcode in place of Total Points, [USERNAME] shortcode in place of a username, and in this section do not use [Points] shortcode.

12. Deduct Assigned Point Notification

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Your points have been deducted“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [DEDUCTEDPOINT] shortcode in place of points which has been deducted [USERNAME] shortcode in place of username [TOTALPOINTS] shortcode in place of Total Remaining Points.

13. Points On Cart Sub-Total

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Points Deducted !!!“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [DEDUCTCARTPOINT] shortcode in place of points which has been deducted [USERNAME] shortcode in place of username [TOTALPOINTS] shortcode in place of Total Points.

14. Points On Order Total Range

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Points Added“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [ORDERTOTALPOINTS] shortcode in place of Total Points, [USERNAME] shortcode in place of a username, and [TOTAL POINT] shortcode in place of Total Point.

15. Points Only on First Order Notification Settings

*Please Note: The point on the first order will be awarded when the order status has been completed*

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Points Added“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [FIRSTORDERPOINT] shortcode in place of points which has been added, [USERNAME] shortcode in place of a username, [FIRSTORDERPOINT] shortcode in the place of Total Point.

Do not forget to click ‘Save Changes.’

16. Points Only on Bday Notification

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Your points have been deducted“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [BIRTHDAY POINT] shortcode in place which has been added, [USERNAME] shortcode in place of a username, and [TOTAL POINTS] shortcode in place of Total Points.

17. Points Only on First Daily Login

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Your points have been deducted“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [BIRTHDAY POINT] shortcode in place which has been added, [USERNAME] shortcode in place of a username, and [TOTAL POINTS] shortcode in place of Total Points.

7.3.Mail Template for Email Referral

For allowing users to modify email of referral coupon code template steps are as follows:

Go to admin dashboard > WooCommerce > Points and Rewards > Points Notifications
In the ‘Points Notification’ section, navigate to the ‘Mail template for Email referral section’
Admin can modify the email template accordingly.

Press ‘Save Changes’ and the changes will be updated.

Front-end screenshot of the email input box:

2.Mail Notification for Coupon Referral

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Your points have been deducted“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [COUPONCODE] shortcode in place of coupon code[POINTS] shortcode in place of points.

8.Enable Membership

This feature allows your customers to get the membership level by the required points and keep the benefits on the selected categories or products fulfilled by that level.

You can create the level for the membership by the following steps:

Kindly, enable Membership: Enable Membership setting.
Exclude Sales Products: Exclude sale products from the membership benefits.
Create Membership
- Enter Level: Enter the name of the membership.
- Enter Points: Enter the number of points to get the membership.
- Expiration Period: Enter the expiration period of the membership.
- Select Product Category: Select product categories on which membership discount will be applied.
- Select Product: Select the products from the categories on which the membership discount will be applied.
- Enter Discount: Set the value that will be applied as the percentage discount amount on the memberships’ products and categories.

After successfully created the membership level, your customer can view the benefits of membership level by clicking on the “View Benefits” button.

Click on the link customer can view the benefits of the membership level.

By clicking on the “Upgrade Level” button, your customer can get the membership benefits easily.

Now you can see your upgraded membership.

Membership Log: By clicking on the ‘Membership log link’ the admin can view the details of all members.

9.Assign Product Points

This setting allows you to assign points to the products in three ways.

Globally
Category wise
Per Product-wise
Display Assign Points on Shop Page

9.1.Global Setting

Through this setting, you can assign equal points on each product at once by the global setting.

Enable this setting if you want to assign the same points on all the products and enter the points which you want to assign for all products.

Your customer can see the assigned points on the single page of the product.

9.2.Category wise Setting

This is the category-wise setting for assigning the points to the product. The admins can enter some valid points for assigning or leave blank fields for removing assigned points and click on the “Submit” button.

Your customer can see those assigned points on the single page of the product.

9.3.Per Product wise Setting

This setting for assigning points Per product-wise. Go to the “Products” and click on the edit page of the selected product.

Click on the “Points and Reward” setting. Enable the setting and enter some valid numbers for assigning points.

Your customer can see the assigned points on the single page of the product.

10.Product Purchase Through Points

Through the Product Purchase Points setting, the admin can buy products only by the points.

Enable Purchase through Points: Check this box to enable purchasing products through points.

Enable Restrictions for the above setting: Check this box if you only want to allow some of the products for purchasing through points not all.

Select Product Category: Select the category in which you want to allow customers to purchase the product through points.

Enter Text: The entered text will be displayed on the Single Product Page

Make “Per Product Redemption” Readonly: Check this box if you want to make the redemption box read-only(where the end-user can enter the number of points they want to redeem).

Assign Points to the particular category and click on the submit button.

From this setting, you can set the number of points on the basis of the category wise. Admin can set the points which will be applicable to all the products which will be under that specific category.

11.Points Expiration Notification

In this section, you can set the Expiration Period of the customer’s points and send the Notification Mail as a reminder of the expiration of points.

1. Enable Points Expiration: Enable this checkbox if you want to set the expiration time period of rewarded points for your customers.
2. Show Points expiration on My Account Page: Enable this setting if you want to show the expiration time period of points on my account page.

Set the Required Threshold: Set the threshold for rewarded point expiration, the expiration period will be calculated when the threshold will be reached.
Set Expiration Time: Set the maximum time limit for points expiration. After this time limit points need to expire. It will be calculated after the above threshold time.
Enable This Setting To Notify User On Mail: The admin can enable this setting if he wants to “enable or disable” the expiration mail feature. After disabling this setting your customers won’t receive the “points expiration” emails.
Email Notification (Re-Notify Days): Set the number of days before the mail will get sent out to re-notify the customer for points expiration.

12.Others Setting

12.1.Use of Shortcodes

Shortcodes: Shortcodes allow the admin to quickly display values such as current membership level, current points of a user, notification info, and referral link, at needed places simply using these shortcodes.

[MYCURRENTUSERLEVEL]: This shortcode use for displaying the current Membership Level of Users.

For example, If you want to show the current Membership Level for the customers on the shop page.

The admins can simply go to the “Shop page” paste the Shortcode of Membership Level and click on the update button. The current Membership Level of the customer will get displayed along with the tex

Enter text for Current Points: Entered text will get displayed along with [MYCURRENTPOINT] shortcode.

Use the shortcode [wpr_referral_link] for displaying referral link anywhere on site.

[MYCURRENTPOINT]: This shortcode use for displaying current Points of Users.

For example, If you want to show the customer’s current points on the shop page.

Simple Go to the “Shop page” paste the Shortcode of current points and click on the update button. The current points of the customer will display with the text.

Enter text for Current User Level: Entered text will get displayed along with [MYCURRENTUSERLEVEL] shortcode.

[SIGNUPNOTIFICATION]: This shortcode use for displaying signup notifications anyplace on site.

For example, If you want to show the signup notification on the shop page.

Simple Go to the “Shop page” paste the Shortcode of sign up notification and the most important thing is that the signup point feature must be enabled from the “General Setting”.

[SHOW_POINTS_LOG]: Use this shortcode to display your “Points Log” in any page of your store.
[WPS_REFERRAL_LINK]: Use this shortcode for displaying the referral link anywhere on the site.

12.2.Shortcodes for Thank You Page

These shortcodes for providing an appropriate message for your customers for their Total Points when they gain or spend points on the checkout page.

Notification When Your Customer Gain Points After Checkout:

12.4.Select Color Notification Bar

Here you can select a color for the notification bar.

12.5.Shortcode for Cart Page and Checkout Page

[Wps_Cart_Page_Section]: This shortcode is used to enable the “Apply points” section on the cart page.

For example: If you want to allow the “apply points” section on the cart page. Simply enable the “enable to show the shortcode on cart page” settings.

[Wps_Checkout_Page_Section]: This shortcode is used to enable the “Apply points” section on the checkout page.

For example: If you want to allow the “apply points” section on the cart page. Simply enable the “enable to show the shortcode on checkout page” settings.

12.6.Restrict Reward Points Settings

With this feature of the WooCommerce loyalty program plugin, merchants can restrict customers from earning reward points on the purchase of products, that the customers have bought by redeeming their existing reward points.

Now, when the customer orders a product by using points, he will be shown a message (if the admin has enabled the message settings), stating “You will not get any reward points” or whatever custom message the admin chooses to show.

For example, Mr. A has 250 reward points that he wants to use to purchase a hoodie. Now, when he redeems these points (i.e. 250 reward points), he will not get any points on the successful purchase of that particular product.

Enable Restrict Points Settings: The admin can enable this setting to restrict users from earning points.
Enable Message Settings: The admin can enable this setting if he wants to show a custom message to his customers about the points restriction.
Enter Message: Admins can enter a custom acknowledgement message, that they want show the customers on the cart page after they “apply points”

12.7.Display Total Earning Points

Admins have the option to display the total earnings of customers on their end. By utilizing this feature of WooCommerce points and rewards, you can keep your customers informed about your reward points.

Toggle to show the total earning points on the Cart Page: Enable this setting, if you want your customers to be in a position to see their total earnings across your WooCommerce store on the Cart Page.
Toggle to show the total earning points on the Checkout Page: Enable this setting, if you want your customers to be in a position to see their total earnings across your WooCommerce store on the Checkout Page.

Frontend Representation,

12.8.Point Tab Layout Setting

The admins can also dynamically change the color of the “Account Page”. The overview of this page is changed, after utilizing this feature the admin gets the chance to decide whether he wants to show the enhanced version of the page.

Points Tab New Layout: Enable this setting if you don’t want your customers to see the old existing layout of the accounts section.
Choose the color scheme for the Points tab layout: Admins also gets a chance to choose the color schemes, this is reflected in the frontend.

Frontend Representation

13.Order Total Points

To enable the ‘Order Total Points’ setting first you have to click on the checkbox to enable the setting and then set the points within the order amount range and the last click on the ‘Save Changes’ button to save the settings.

After successfully completed the order, your customers will get the points according to the order range and they can view their points from the My Account page.

To view the detailed description of the points go to the My Account > Points Tab > and then click on the ViewPoints Log link, here you can see the detailed description of points.

14.User Notification Addon

Users’ notification addon adds additional features to the Points and Rewards for WooCommerce Pro plugin. With this addon, registered as well as guest users receive a notification on points updates; informing how many points they have earned as well as the ways to earn more points.

Enable Points Notification addon: The user can check or enable this setting to allow the customers to use the points notification addon.
Select Position: Choose whether you want to display the notification button from the available options which are left, right, or want to use a shortcode. If you choose the shortcode option, then use [wps_wpr_notification_button] to display a pop-up button. Note: This will only work on the page where you use the code. Also, if select the shortcode option, then the “select pages” option will not work, plus you can not change the position of the button.
Select Page: Select the page where you want to present the button. Leave the section blank, if you want to present it on all the pages.
Select Colour Bar: You can also select the color of the notification bar.
Notification Button Text: The admin can choose the text that he wants to show on the button. The default text that can be used is “NOTIFY ME”.

15.API Settings

The admin has access to API settings for combining Points and Rewards with other applications. Via API settings, the admin can get all of the user’s information. The API is used to retrieve a user’s total points and referral ties, monitor loyalty points, manage users and view their point log data.

The admins will now also see all the details of the present APIs: the endpoints, the parameters for the endpoints, and the response for the parameters, all the details will now be shown to the admins

16.API Implementation

Enable API Feature

1.Kindly, go to WooCommerce->Points and Rewards->API SETTINGS

2.Then Click on the ‘Generate Secret Key’ button. and secret key will generate.

1. Get Total Points and referral link.

This API is used to get total points and referral link of user.

HTTP Request.

POST /wp-json/wpr/wps-get-points/user

curl -X POST https://example.com/wp-json/wpr/wps-get-points/user

    -u “consumer_secret: <points and rewards secret key>”

    -d ‘{

“user_id”: “<wordpress user id>”,

}’

JSON response example:

{

    “data“: {

        “user_id“: 4,

        “total_points“: 9991,

        “referal_link“: “https://example.com?pkey=Y6O9C06XZ1″

    },

    “status“: “success”,

    “code“: 200

}

2. Get Points log details.

This API is used to get user points log details.

HTTP Request.

POST /wp-json/wpr/wps-get-points/user/log

curl -X POST https://example.com/wp-json/wpr/wps-get-points/user/log

   -u “consumer_secret: <points and rewards secret key>”

    -d ‘{

“user_id”: “<wordpress user id>”,

}’

JSON response example:

{

    “data”: {

        “user_id”: 4,

        “membership_level”: “basic”,

        “points_log”: {

            “signup_event_points_log”: [

                {

                    “points”: 1,

                    “date”: “2020-12-13 11:52:30pm”

                }

            ],

            “coupon_creation_points_log”: [

                {

                    “points”: -75,

                    “date”: “2020-12-10 09:41:25am”

                },

                {

                    “points”: -10,

                    “date”: “2020-12-12 05:19:59am”

                },

                {

                    “points”: -10,

                    “date”: “2020-12-12 05:20:01am”

                }

            ],

            “points_earn_via_partiular_product_points_log”: [

                {

                    “points”: 1,

                    “date”: “2020-12-11 05:38:03am”

                },

                {

                    “points”: 1,

                    “date”: “2020-12-11 05:40:02am”

                },

                {

                    “points”: 1,

                    “date”: “2020-12-14 02:26:10am”

                }

            ],

            “points_earn_via_per_currency_conversion_points_log”: [

                {

                    “points”: 17,

                    “date”: “2020-12-11 05:40:02am”

                },

                {

                    “points”: 0,

                    “date”: “2020-12-14 02:26:10am”

                }

            ],

            “points_earn_on_order_total_points_log”: [

                {

                    “points”: 10,

                    “date”: “2020-12-11 05:38:03am”

                },

                {

                    “points”: 10,

                    “date”: “2020-12-11 05:40:02am”

                }

            ],

            “cancel_order_points_log”: [

                {

                    “points”: -10,

                    “date”: “2020-12-14 02:14:44am”

                },

                {

                    “points”: 0,

                    “date”: “2020-12-14 02:26:20am”

                }

            ],

            “membership_points_log”: [

                {

                    “points”: -10,

                    “date”: “2020-12-10 08:01:26am”

                }

            ],

            “product_purchase_through_points_log”: [

                {

                    “points”: -17,

                    “date”: “2020-12-14 02:23:43am”

                }

            ],

            “return_request_products_points_log”: [

                {

                    “points”: 17,

                    “date”: “2020-12-14 02:26:20am”

                }

            ],

            “applied_on_cart_points_log”: [

                {

                    “points”: -2,

                    “date”: “2020-12-11 05:38:34am”

                }

            ],

            “deduct_pre_currency_spent_on_cancel_order_points_log”: [

                {

                    “points”: -17,

                    “date”: “2020-12-14 02:14:44am”

                },

                {

                    “points”: -0,

                    “date”: “2020-12-14 02:26:20am”

                }

            ],

            “deduct_assign_product_points_on_cancel_order_points_log”: [

                {

                    “points”: -1,

                    “date”: “2020-12-14 02:14:44am”

                },

                {

                    “points”: -1,

                    “date”: “2020-12-14 02:26:20am”

                }

            ],

            “sender_point_details_log”: [

                {

                    “points”: 5,

                    “date”: “2020-12-10 08:03:31am”,

                    “shared_to_user”: “testuser”

                },

                {

                    “points”: 10,

                    “date”: “2020-12-10 08:04:33am”,

                    “shared_to_user”: “test”

                }

            ],

            “receiver_point_details_log”: [

                {

                    “points”: 5,

                    “date”: “2020-12-10 08:03:31am”,

                    “received_by_user”: “testuser”

                }

            ],

            “updated_by_admin_points_log”: [

                {

                    “points”: “100”,

                    “date”: “2020-12-10 08:01:12am”,

                    “sign”: “+”,

                    “reason”: “test”

                },

                {

                    “points”: “10000”,

                    “date”: “2020-12-12 05:19:47am”,

                    “sign”: “+”,

                    “reason”: “test”

                }

            ],

            “referral_sign_up_points_log”: [

                {

                    “points”: 1,

                    “date”: “2020-12-13 11:52:30pm”,

                    “refered_user”: “test12”

                }

            ],

            “referral_product_purchase_points_log”: [

                {

                    “points”: 1,

                    “date”: “2020-12-13 11:54:14pm”,

                    “refered_user”: “test12”

                }

            ]

        },

        “coupon_log”: [

            {

                “SUHPN”: {

                    “points”: 75,

                    “coupon_code”: “SUHPN”,

                    “coupon_amount”: “75”,

                    “left_amount”: “75”,

                    “expiry_date”: “No Expiry”,

                    “currency”: “USD”

                }

            },

            {

                “TR6G1”: {

                    “points”: “10”,

                    “coupon_code”: “TR6G1”,

                    “coupon_amount”: “10”,

                    “left_amount”: “10”,

                    “expiry_date”: “No Expiry”,

                    “currency”: “USD”

                }

            },

            {

                “JUWGM”: {

                    “points”: “10”,

                    “coupon_code”: “JUWGM”,

                    “coupon_amount”: “10”,

                    “left_amount”: “10”,

                    “expiry_date”: “No Expiry”,

                    “currency”: “USD”

                }

            }

        ]

    },

    “status”: “success”,

    “code”: 200

}

3. How to get points of a user:

You can get the points of the user by using this endpoint:

POST /wp-json/wpr/wps-get-points/user/log

curl -X POST http://woocommerce.local/wp-json/wpr/wps-get-points/user/

Make sure you are using the below parameters or make sure to use the below parameters:

‘user_id’ :

‘consumer_secret’ :

4. How to remove points of a user via API:

You can remove the points of the user by using this endpoint:

POST /wp-json/wpr/wps-remove-par-points/user/log

curl -X POST http://woocommerce.local/wp-json/wpr/wps-remove-par-points/user/

Make sure you are using the below parameters or make sure to use the below parameters:

‘user_id’ :

‘points’ :

‘reason’ :

‘consumer_secret’ :

5. How to add points via API:

You can add the points of the user by using this endpoint:

POST /wp-json/wpr/wps-add-par-points/user/

curl -X POST http://woocommerce.local/wp-json/wpr/wps-add-par-points/user/

Make sure you are using the below parameters or make sure to use the below parameters:

‘user_id’ :

‘points’ :

‘reason’ :

‘consumer_secret’ :

How to check the individual user membership level:

You can check the individual user membership level by using this endpoint:

Post /wp-json/wpr/wps-get-user-level/user

curl -X POST http://woocommerce.local/wp-json/wpr/wps-get-user-level/user

Make sure you are using the below parameters or make sure to use the below parameters:

‘user_id’:

‘consumer_secret’:

How to check the membership details:

You can check the membership details by using this endpoint:

Post /wp-json/wpr/wps-membership-details/user

curl -X POST http://woocommerce.local/wp-json/wpr/wps-membership-details/user

Make sure you are using the below parameters or make sure to use the below parameters:

‘consumer_secret’:

How to upgrade the membership level:

You can now upgrade the membership level by using this endpoint:

Post /wp-json/wpr/wps-update-member-level/user

curl -X POST http://woocommerce.local/wp-json/wpr/wps-update-member-level/user

Make sure you are using the below parameters or make sure to use the below parameters:

‘user_id’:

‘member_name’:

‘consumer_secret’:

Note: ‘consumer_secret’ key can be found under the API settings from the plugin settings, please refer to the below screenshot:

17. Gamification Settings

The WooCommerce rewards plugin now enables merchants to make their websites more engaging and interesting with gamification settings. After enabling the settings your customers will get a chance to spin the “win-wheel” and earn rewards. The settings of this feature are completely dynamic. The merchants will be able to fully customize the win-wheel. Admins take the reins! Tailor your win-wheel down to the last detail: choose positions, colors, and segments, and set the points for each section. Craft an experience that’s uniquely yours. Decide whether customers can spin freely or implement cooldown periods. Keep the engagement level just right for your audience.

Gamification Settings,

Enable Gamification Settings: The admins can enable the settings if they want to enable this feature for their customers.
Select Canvas Icon Positions: Merchants also gets the liberty to select the positioning of the “win-wheel”.

Select Pages to Show Win Wheel: By utilizing this setting, the admin can select the pages where he wants to showcase the win-wheel.

Choose the Segment to Stop Spinner: Here the admin can select a particular segment where he wants to stop the spinner. If he leaves the field blank, in that case, the spinner can stop randomly on any segment.

Specify the Duration (days): The admins can also specify a certain number of days or a cooldown period. This is how this works, you’re the admin, and the number of days for the cooldown period that you have specified is “5 days”. So, now when a customer comes to your website and spins the wheel. He will be in a position to “claim the rewards points” after claiming the same. The win-wheel will completely disappear for the customer. After the duration of 5 days, they’ll be in a position to spin the wheel again.

Win-Wheel Segments Settings,

Segment Name: The admins can also change the name of these segments from this section.
Segment Points: From this section, the admin can choose the number of points, that he wants the customers to earn.
Segment Font Size: The admins can select the font size for the name of the segments that will appear on the win-wheel.
Segment Color: The colors of these segments can also be changed as per the requirements of your store.

(NOTE: The minimum number of segments that the admin will have to select is 6, and the maximum number of segments that he can add in the wheel is 12)

18.User Level & Badge

The points and Rewards plugin enables merchants to possess the authority to establish precise threshold levels that customers must attain to unlock distinct user levels. This provides you with the capability to set attainable milestones that are in sync with your business objectives.

This feature empowers you to craft a structured and highly motivating journey for your customers. The admins have full control over their position and level names. They can also set the milestone threshold for customers to reach their desired level with ease, and reward point values that the customers will get. Plus, we understand the importance of aesthetics. Merchants can easily customize badge images to align with their brand.

User Level & Badges Settings,

Toggle User Badges Settings: The admins can check this box, to enable this setting
Toggle To Show User Badges: After enabling this setting, the user badges will be visible on the “My Account” Page.
Choose Badge Position: Merchants can also choose the position of these badges on the “My Account page”.

User Badges Settings,

Badges Name: The admin can customize the name of these badges as per the threshold points.
Threshold Points: Enter the threshold reward points that the customer must earn to receive the designated user badge and reward points.
Reward Points: Merchants can enter the number of reward points that the customer will earn if he/she reaches a certain user level
Add Image: There is a default image pre-assigned for the User Levels, but if the admin wants he can customize the image as well, by adding a different image from his system.

Frontend Screenshot (The User Level & Badge Feature in Action),

19.Validation, Notices, and WooCommerce Points and Rewards Log

The validity of points for single-use has been taken care of. The users can use the coupon once—no more conflict between referral link and coupon code. The referee cannot use the generated code for himself. The backend will now accept no negative values. Admin can set points Per currency value for WooCommerce reward points redemption.

20.Sorting of WooCommerce Points and Rewards Table

The Points and Rewards for WooCommerce log table sort ideally in ascending or descending order of the users’ points. The admin sets the order in the setting, and the total identified hierarchy appears in the log table in the desired order.

21.WPML Compatibility

The Points and Rewards for WooCommerce Pro plugin is compatible with the WordPress Multilingual (WPML) plugin for localization of the Points and Rewards for WooCommerce Pro plugin strings.

To translate the Points and Rewards plugin, you need to extract all the plugins’ strings. Follow these steps:

Go to WordPress Dashboard > WPML > Themes Plugins Localization
Navigate to the ‘Strings in the Plugins’ section
Select Points and Rewards for WooCommerce Pro from the list of plugins
On the bottom of the page, Click ‘ Scan selected plugins for strings

For translating the strings into a different language click on the number of strings 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.

On 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.

22.Compatible with Currency Switcher for WooCommerce

The Points and Rewards for WooCommerce plugin is compatible with the Currency Switcher for WooCommerce plugin.

The WOOCS plugin allows you to change your website’s working currency.

To change the currency of the wallet system, Install and activate the Currency Switcher plugin. And follow the instructions:

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

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

23.Wallet System Compatibility

Point and Reward WooCommerce plugin is compatible with the Wallet system for WooCommerce [Free] and Wallet System for WooCommerce Pro plugin. This compatibility allows you to convert your earned points into wallet credit based on a certain conversion rate. The admin can set points conversion into wallet credit he wants to allow. For example, 20 points equals 2 wallet credits. Customers can later use this wallet credit for purchase in the store.

24.Compatibility with the Ultimate Gift Cards For WooCommerce Free and Gift Cards For WooCommerce Pro

The WooCommerce loyalty points plugin is compatible with the Ultimate Gift Cards For WooCommerce Free and Gift Cards For WooCommerce Pro that allows customers to earn extra points on the purchase of gift card products.

25.Feedback and Suggestions

Don’t see a feature in Point and Rewards 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.

26.FAQs

Can We Restrict Reward Points When The User Applies Points While Placing An Order?

Yes, you can restrict reward points when a user applies points while placing an order.

For this: Go to other settings>Under Restrict reward points section>Enable Restrict reward points settings.

Now the user will not receive any reward points if they apply any points while placing an order

Can I display assigned points on the shop page?

Yes, you can display the assigned points on the shop page.

For this: Go to assign product points > Enable display assign points on the shop page. After enabling it you can see the assigned product points on the shop page.

Is there any setting from where a user shares his point to another user/person?

For this, you have to go
At Backend:-Go to the plugin setting > Other setting tab > On Point Sharing section > Enable Point Sharing
At Frontend:-My Account page > Points Tab > Point sharing section > Enter email id > Enter Points > Click on the Go button

Can I restrict the usage of the Rewards points?

Yes. You can do this by going to General Settings of the plugin. In the General settings, you’ll find a section named Redemption Settings. In Redemption settings, click on the Enable Point Usage Limitation checkbox.

After enabling the checkbox, set the type of limitation, i.e,

1) Percentage,

2) Fixed.

Now enter the amount customers can pay using their points. After entering the amount, click on Save Changes

Can a customer upgrade his membership level?

Yes. After collecting the required number of points, the customer can upgrade his membership level.

Is it possible that the customer can transfer their points to another?

Yes. Under the My Account > Points tab, the customer can enter the email of the user and the number of points he wants to share and click on the Share button to transfer the points.

Can we set the expiration date of the points when points reach their limits?

Yes. Through the Points Expiration setting, you can set the Expiration limit of the points. In the Points Expiration setting, click on the Enable Points Expiration checkbox. Then set the required threshold and expiration period. After this, enter the number of days you want your customers to notify before, for the points expiration. Add your points expiration message and click on Save Changes.

Can Admin assign the points for categories?

Yes, From the Assign Product Points, admin can assign a different number of points for every different category. In the Assign Product Points setting, all your store categories will be listed. Enter the number of points you want to assign to each category and click on Submit in the end.

Is there a setting in your plugin where a customer redeems his points as a coupon?

Yes. From the Per Currency Points & Coupon Settings, you get a Coupon Settings section. From that section, you can allow customers to convert points into coupons. Just click on the Enable Points Conversion checkbox. Enter all the required details and click on Save Changes.

Can we set the number of referrals after that referrer gets the point?

The referee will get the referral points when a fixed number of customers register using his referral link.

27.Helpful Resources ! !

28.Case Studies

Points and Rewards for WooCommerce

November 18, 2019 by Vartika Sinha

1.Overview

Points and Rewards for WooCommerce plugin allow the merchants to assign points and rewards to customers on signup while purchasing products, or other activities performed on-site. The customers can redeem the earned points to get discounts on the purchase or to avail of the benefits of the membership program.

https://youtu.be/9BFowjkTU2Q?si=QvQ82wKLYOEoedVM

Features:

Customers can earn points during the signing up, referral signup, referral purchase, points on the order total, and per currency spending.
Encourage your customers to earn reward points by awarding them user badges for different levels.
Notify the user about their points by Notification Mail.
Track the loyalty points transaction of every customer with a point log report.
Offer WooCommerce rewards points in different languages with WPML Multilingual support.
Offer a specific number of points and rewards for a set price range of the order value.
Restrict customers from earning WooCommerce rewards on the purchase of items that they have purchased by redeeming the points of the existing reward.
Gamification feature that takes your WooCommerce loyalty program to the next level, and elevates your websites by enabling customers to spin the wheel and unlock rewards, enhancing interaction and excitement.
Admins can create multiple membership levels for their customers, where the customers will earn rewards upon reaching that level.

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 also important to know that Before activating the Points and Rewards for WooCommerce Pro, you should have the Points and Rewards for WooCommerce – WordPress plugin else the plugin will not function.

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 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 ‘Points and Rewards for WooCommerce’.
Once you find ‘Points and Rewards 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 ‘Points and Rewards 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 ‘Points and Rewards for WooCommerce’ folder to the /WP-content/plugins/ directory.
2) Activate the WooCommerce loyalty 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.**

2.2.Premium 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 :

1) Download the zip folder of the plugin Points and Rewards for WooCommerce Pro.

2) Once downloaded, install the Points and Rewards for WooCommerce Pro plugin by browsing and activating it.

Manual Installation

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

The manual installation method involves downloading our Points and Rewards 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 “ultimate-woocommerce-points-and-rewards” folder to the /wp-content/plugins/ directory.

(ii) Activate the Points and Rewards for the WooCommerce plugin through the WooCommerce loyalty ‘Plugins’ menu in WordPress.

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

3.General Setting

After the successful installation of the plugin, the admin can perform all the plugins’ settings one by one.

After the successful installation of the plugin, first of all, enable the plugin.
Go to admin panel click on the WooCommerce > Points and Rewards > General Setting.
Enable the points and Rewards settings by clicking on the checkbox.
Click on Save Changes.

3.1.Signup Setting

Enable the Signup Points for the user. Through this setting when the user sign up on your site then they will get some signup points as the reward.

Kindly, go to the admin panel and click on WooCommerce > Points and Rewards > General Settings.
Enable the Sign-up points and rewards settings and enter the signup points. A new user will get the signup points whenever they successfully sign up on your site.
Admins now have the option to reward customers with “sign-up points” when they join using a referral link. They can decide whether to give points to everyone who signs up or only to those who sign up specifically through the referral link.Premium
And lastly, click on the “Save Changes” button.

the user can see their Points Log Table through these steps:

Go to My Account Page.
Click on the “Points” tab from the sidebar.
And last click in View Points log link.

3.2. Referral Setting

Through this setting customers will get the points on the referee (the user invited by the customer) purchase.

Enable the Referral Setting: Admins can enable this setting to reward the customer with reward points, when they invite other users to the website, and they sign-up.
Enter Referral Points: The admin can enter the number of points which he wants to reward the customer with.
Minimum Referrals Required: The admin enter the minimum number of referrals that are required for the customer to win the points.Premium
Select Page Where You Want To Redirect: Here the user can decide the place where he wants the referral link to redirect. After choosing the final destination, the user will be redirected to that particular page. Premium
Enable Referral Purchase Points: By selecting this setting the admin can enable the referral purchase point. Where the customer will be rewarded with points, once the referee (the customer who has signed up using your referral link) makes a purchase .Premium
Enter Referral Purchase Points Type: The user can also toggle between the referral purchase point type. The available options are fixed or percentages.Premium
Enter Referral Purchase Points: You can decide the number of points that the customer will get if people use the referral link to make a purchase.Premium
Minimum Order Total for Referral Purchase Reward: By utilizing this functionality, referral purchase points will be rewarded to the customers when the order total exceeds the specified “order total”
Assign Only Referral Purchase Points: The admin can assign “only referral purchase points” settings if they want their customers to earn points only after a purchase is made using the referral link that they’ve shared.Premium
Enable Referral Purchase Limit: The admin can provide the customer with some upper limit by using this setting of the WooCommerce rewards points plugin. For example, Mr. A is a loyal customer of your company and wants to earn points as per this feature. Now, you have set a limit of 3 orders. So, now he will be awarded points only after the successful completion of 3 orders.Premium
Set the Number of Orders for Referral Purchase Limit: The admin can set the number of orders for the same Referral Purchase Limit. We can take the same example, Mr. A is a loyal customer of your company and wants to earn points as per this feature. Now, you have set a limit of 3 orders. So, now he will be awarded points only after the successful completion of 3 orders.Premium
Static Referral Link: Enable this setting, if you want to make the referral link permanent for the customers.Premium
Referral Link Expiry: Select the number of days, after which the referral link will expire.Premium
Enable To Refer Via Referral Coupon Code: You can enable this setting if you want your customers to refer via referral coupon codes.Premium
Set The Amount For The Referral Coupon Discount: Select the amount for the referral coupon discount.Premium
Referral Purchase Coupon Type: The admin can choose between fixed or percentage discounts.Premium

For Example: If user A has given User B a referral link to use. User B must use the same referral link to log in. After this User A will be awarded certain points.

Frontend Demo For This Setting:

From the My Account Page, they can copy the referral link and share it with other users.

3.3.Comments Points Settings

By enabling this setting of the WooCommerce reward point plugin.

The admin can:

Enable Comments Points: By checking this box you allow your users to earn points for giving their reviews
Enter Comments Point: Enter the number of points that the user will gain on every successful review.
User Per Post: This acts to be a limitation to the number of comments that a user can make to earn points.

*Please Note: Points will be awarded only when the comment/review has been approved by Admin

Frontend Screenshot Of This Feature In Action –

As you can see that the admin had allotted 10 points, for one comment. So, the customer was rewarded with 10 points.

3.5.Text Settings

This setting allows the admin to update the text under the My Account > Points tab.

Enter Text: The admin will get a chance to modify the text that depicts the loyalty points and rewards for WooCommerce here. The default text is set to “My Points”.
Enter Ways to Gain Points: The user can also use shortcodes like [Refer Points] for Referral Points[Per Currency Spent Points] for Per currency spent points and[Per Currency Spent Price] for per currency spent price
Points Tab Text: This option gives the user a chance to replace the default “Points Tab” text with your text.
Assigned Product Points Text: This option gives the user a chance to replace the default “Product Point” text with your text.

3.6.Redemption Settings

Enable this setting if you want to allow your customers to redeem their earned points and rewards over the Cart page and Checkout page to get the discount.

Redemption Over Cart Sub-Total:
Enable this setting if you want to allow your customers to redeem their earned points over the cart Sub-total.
Conversion Rate:
Enter the conversion rate of points redemption.
The customer can redeem their points based on the conversion rate set by the admin. For example, the worth of 10 points is equal to $1.
Enable “Apply Points” On Checkout:
Enable this setting if you want to allow your customers to redeem their earned points over the Checkout page.
Enable Point Usage LimitationPremium:
This setting restricts the customer from redeeming some predefined points on the order. Customers can pay a particular part of the order using points.
Select Points Limitation TypePremium:
The user can select the type of discount they want to give to a user, as a fixed type or percentage type for an order.
Enter AmountPremium:
Enter the points value that the customer can apply while placing the order. Customers can’t apply more than the mentioned value
Enable Point Restriction On Sale Product:Premium
The admin can enable this option if he wants to restrict the points on any sales products.
Enter The Minimum Points You Want To Start RedemptionPremium:
Here you can enter the minimum point of redemption.
Show Redeem Notice On The Cart Page:
This enables the admin to decide whether to show the “notice message” over the cart page.
Enter Points Redemption Messages: Admins can utilize this setting to make the redemption message dynamic. The message for your customers about the points redemption rate. Use the [POINTS] shortcode for points and the [CURRENCY] shortcode to display the currency value

Frontend Notice Message Implementation,

**Please Note: This setting will work in proportion with the above limitation type, if you have set it as fixed then please enter the amount (based on your conversion rate) that a user can pay with the help of their points (for example conversion rate: 1$=1P, you want a user can use max 50$, so 50$ will be equivalent to 50P, so the amount will be set as 50).**

**Please Note: If you choose the “select points limitation type” as a percentage. Then in the “Enter amount” you have to enter the percentage amount for which you want a customer to use their points.

e.g., if you have set the limitation type as a percentage and in entering the amount you have set it as 20, then if a user is purchasing a $100 product, he will be eligible to use the amount equivalent to the 20% amount of $100. (Means $20 a user can pay with the help of their points)**

Customers can apply their points over the checkout page.

Your customers can see their total points on “Points Log Table”.

3.7.Enable Customer Rank Setting

The admin can create customer rankings based on the rewards of every customer. Display this ranking on any page with the help of the shortcode provided. To use the customer ranking feature,

Check the box to enable the option,
Enter the number of customers you want to list as ranks according to their points. Use the shortcode [CUSTOMERRANK] to display this hierarchy on any page.
Save Changes.

Frontend Customer Ranking Based on Points

The screenshot shows the top 5 customers ranked based on their total points.

3.8.Enable First Daily Login Points Settings

The daily login points feature allows the admin to reward points to customers for the first login of the day. This is done daily. Encourage customers to earn extra points for logging in daily to your WooCommerce store, whether they buy anything or not.

To use this feature:

Kindly, go to Dashboard > WooCommerce > Points and Rewards > General Settings.
Navigate to Enable Daily Login Points Settings , right after the Customer Rank Settings.
Enabling this setting the user will get 1 point, or the mentioned points on every first login of the day.

Frontend Demo Of This Feature In Action:

3.9.Enable First Order Points Settings

Enable first-order point setting for providing points on sign-up of a new user. These points can only be used once by the customer.

In the ‘Enable first-order points settings,’ the admin can check the provided box to enable the function of offering points on the first order.
Subsequently, the admin can enter the amount he wants to reward the user in the ‘Enter First Order Purchase Points.’ These reward points can only be received once the first order has been placed.
Utilise this section to “Select Points Type” , the admin can either select the percentage method wherein the admins will reward the customers a certain percentage of the total first order. On the other hand, the admin can also set a fixed reward points against the first order placed by the customer.
‘Save Changes’ after modifications.

3.10.Order Reward Points Settings

With the WooCommerce reward points system, the admin can select the maximum number of orders for the customers to earn a certain number of points.
For example, if the admin has set the maximum number of orders to 10 and the number of points to 5. Then, the customer will earn 5 points, after successfully ordering 10 times from the website.

Enable Order Reward Settings: The admin can check this box if, he wants to enable the order reward points settings
Enter Number of Orders: The admin can also set the maximum number of orders, that the customer would have to order to earn the reward points.
Enter Order Reward Points: The admin can also set the number of rewards points, that he wants the customers to get after he successfully orders
Select Points Type: Admins can utilize this section to either set a fixed reward system or a percentage on the entire order amount.
Enable to show reward message on the cart page: The admin can “enable” the setting to show the rewards notification on the cart page.
Enter Order Rewards Message: The admin can use this setting to set a message. Use these shortcodes for providing an appropriate message for your customers on his no. of [ORDER] and get rewards points [POINTS].

Frontend Screenshot Of This Feature In Action:

(The message that the customers will see when they are about to reach the order limit).

3.11.Subscription Point Settings

WooCommerce points and rewards is compatible with Subscriptions For WooCommerce Free and Subscriptions For WooCommerce Pro , and WooCommerce Subscription this compatibility feature, the users get points on subscription products. It is also important to note that the WooCommerce subscription plugin is a paid plugin.

Enable Renewal Subscription Point Settings: The admin can check this box if he wants to enable this setting to give points when a subscription is renewed.
Enter Subscription Renewal Points: Here the admin can enter the number of points that he wants the user to be awarded on the renewal of the product.

Enable to show messages on the Account Page: The user can enable this setting if he/she wants to show the customers a message stating the number of points they will earn.
Enter Renewal Message: Now, enter the text message here. The entered message will be shown on the user Account Page. Please enter a message including [Points] in this shortcode.

3.12. Points Round Off

The Round offsetting helps in rounding up or down the points earned in decimal by the customers.

The admin can select from the Roundup or Round Down setting in the ‘Select Points Round Off‘ option. The roundup will round the points earned to the following higher number, whereas the round-down setting will round the point off to the lower number. ‘Save Changes’ for new settings

3.13.Enable Birthday Points Settings

Providing extra reward points on special occasions like birthdays can induce customer loyalty perfectly.

Firstly, the admin can tick the checkbox to enable giving points on birthdays.
After this, the admin needs to set the rewards he wants to provide the users on their birthdays. Also, users are eligible for these birthday points only after their first purchase.
Finally, press ‘save changes, and the changes will be applied.

Front-end Setting:

Note: The date of birth can be set only once.

3.14.Points For Selected User Roles Only

Using this feature of the WooCommerce rewards plugin, the admin can assign roles to the users. Further, the admin can allow selected users’ roles to use the points and rewards features of the plugin.

Allow User Roles: Here the admin can select from the available roles like Shop manager, Administrator, Customer, Editor, Author, Subscriber, and Contributor. The admin can choose a role that is feasible and makes sense for his eCommerce website.

4.Per Currency Points & Coupon Settings

Prevent users from earning extra reward points on a more significant order total and exclude the shipping fees from the points of cart capacity. For excluding points on tax:

Go to admin dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupons Settings

4.1.Per Currency Points Settings

Through this setting, you can award points for every amount a user spends on your site, the customers will get the points based on the per currency points conversion whenever the customer spends some amount on the site then they will get some points as a reward.

Enable Per Currency Points Conversion:
Enable per currency conversion. This setting allows your customers to earn points based on the per-currency points conversion. For example, the customer can earn points for the purchase based on the per-currency points conversion.
Per Currency Points In Subtotal:Premium
The Admins can check the box if they want to allow per-currency points on subtotal. If not, the admin can leave it empty. This setting will exclude delivery fees from orders to stop a customer from earning points for delivery fees.

Limit Point Earning Per Currency To Specific Product Categories-Wise: This functionality can be utilized when the admin want to restrict the customers from earning “per currency points” from specific categories. Just mention the categories and the job is done.

NOTE: If no category is specified, points will be rewarded for all categories.

Rewards Are Calculated Based On Your Order Total: Allow your customers to earn points when the “order total” exceeds the specified amount. After exceeding the amount, customers will earn points on every currency unit spent.
Per $ Points Conversion:
Enter the points for currency conversion. According to the conversion rate, whenever the customer spends some defined dollar on the site then they will get some defined points as a reward.
Show Per Currency Discount Notice:
The admin can now decide whether to show the “notice message” for the per currency over the cart page.

Frontend Screenshot of the Implementation,

Customers can see this notification on-site.

Customers can see their reward points from My Account > Points > Points Log Table page.

4.2.Coupon Settings

For Coupon Settings,

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings

Under the Coupon Settings, the admin can:

1. Enable Points Conversion

To enable coupon generation functionality for customers, the admin should tick the check box.

To check this setting on the front end:

Go to Dashboard > Pages >All Pages > My Account > Points

Under Points Conversion, enter the number of points as per your requirements.
Click Generate Coupon and the coupon will be generated for further use.

2. Redeem Points Conversion

The admin can enter the redemption points for coupons. For Example: how many points will be equal to what amount when the customer will redeem those points? Say,” 20 points will be equal to $1.”

For that:

Enter points for conversion and amount.
Save changes.

Redeem Point Conversion On Front-end

According to the settings, the customer’s points will be converted to the assigned amount.

3. Enter The Minimum Points Required For Coupon Generation

In this particular setting, the admin can set the minimum number of points that a user has to earn to create a coupon. If a user has fewer points than the minimum required one, a user will not be able to redeem their points for coupons.

For that:

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Enter Minimum Points Required For Generating Coupons.

Enter the minimum points required for generating the coupons you want.
Save changes.

4. Custom Convert Point

If this setting is enabled, the customers will be able to convert some of their points from the total points they have into coupons. Hence converting custom points to coupons out of their total points.

For that:

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings.

Tick the checkbox for custom convert points.
Save changes.

5. Individual Use

Admin can use this setting to allow coupons to be used individually. The customers will not be able to use the coupon in conjunction with any other coupon.

For that:

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Individual Use.

Tick the checkbox for individual use.
Save changes.

6. Free Shipping

For that:

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Free Shipping

Tick the free shipping option.
Save Changes.

7. Coupon Length

Admin can set coupon length excluding the prefix. The minimum length is set to 5.

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Coupon Length

Enter a number for coupon length.
Save changes.

8. Coupon Expiry After Days

The admins can also set the coupon validity period.

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Coupon Expiry After Days.

Enter the number of days after which the Coupon will expire. Keep value “1” for one-day expiry when the order is completed. Keep value “0” for no expiry.
Save Changes.

Under the Coupon details, expiry dates are mentioned that can be checked by the user.

9. Minimum Spend

This field allows you to set the minimum amount that the users can spend (subtotal, including taxes) allowed to use the coupon.

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Minimum Spend.

Enter the amount for the minimum spent. Keep value “0” for no limit.
Save Changes.

10. Maximum Spend

This field allows you to set the maximum amount spent (subtotal, including taxes) allowed when using the Coupon. Keep value “0” for no limit.

Go to Dashboard > WooCommerce >Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Maximum Spend

Enter the amount for maximum spent.
Save Changes.

11. Coupons Number Of Times Uses

Admin can set how many times the coupons can be used before they become void. Keep value “0” for no limit.

For that:

Go to Dashboard > WooCommerce > Points and Rewards > Per Currency Points & Coupon Settings > Coupon Settings > Coupon Number Of Times Uses.

Enter a number (you want to allow customers to use coupons that many times)
Save Changes

12. Enable To Let Users Share Coupons With Friends

Utilize this functionality of WooCommerce points and rewards plugin, to allow customers to share their earned coupons with friends.

Frontend Representation

5.Points Table

This setting allows the admin to view the points log of any user and apply the action to add/deduct the points with the specific remark.

5.1.Import/Export User Points

Import User Points: You can also update user points using CSV. You have to enter User Emails, Points, and Reasons in a specific format in the CSV and then you can import. Now Customer’s previous points are replaced with the new points.

Export Points Table: This feature gives the admin the chance to export the points table by simply clicking on the export. After clicking on the button. You’ll see that the CSV file is automatically downloaded to your system

5.2.Reset User Points

The users can consider this With the WooCommerce Rewards and Points, the admins can now very conveniently “reset the user points” with just a single click.

When the admin, also gets a warning notification after clicking on the “reset points” to ensure that they are not making a mistake because once the points log is deleted, there is no way to undo it.

5.3.Add/Remove Points

Marketers can utilize this functionality to add or remove user points globally with just one click.

After clicking on the “update points” button, you will be shown this setting, wherein you’re asked to “enter points” and “enter reason”, after doing so the admin will have to click on “add” or “remove” option.

Click on proceed to globally add or remove the user points.

This is how the customers will see in their points log –

5.4.Assign Points on Previous Orders

With the WooCommerce Rewards points plugin, the merchants get a chance to assign points on previous orders. For example, before installing the points and rewards plugin, there might be a lot of orders that customers might be involved with.

This setting enables the merchants to assign points to those orders.

Just enter the number of points that you want to assign to the previous orders, select the date range, and click on the “Assign Points” button.

NOTE: The date range functionality only works for the Premium Version of the Points and Rewards Plugin

5.5.Point Table

Admin can easily view the full report of the points log, from this section. The admins will now be in a position to see the reward points that the customers have redeemed.

5.6.User Points Report

Utilize this settings to get an overview of WooCommerce points earned and redeemed by the customers. There are different sections that helps the admin to get access to different sections – Name, email id of the customer, membership level, referred user count, and overall earned points. Further, the admin can analyze this section by also studying the bar graph.

6.Points Notification Settings

Through this setting, you can notify your users about their points and rewards through email. You can easily customize the subject and description of the email according to necessity.

you can notify your users through the notifications like Custom Point Notification,Signup Points Notification, Product Purchase Points Notification, Order Amount Points Notification, Referral Points Notification, Upgrade Membership Level Notification, Product Purchase Points Notification, Deduct Assigned Points Notification, Points On Cart Sub-total, Points On Order Total Range.

6.1.Points Table's Custom Points Notification Settings

Sending emails to notify customers about their points has become more advanced. Now, the plugin settings let the admin send well-curated emails rather than simple text emails.

Admin can set header and footer, and even design the body of the email emphasizing the purpose better.

To enable this feature the admin can tick mark the enable option.

6.2.Notifications Settings

Under the Points Notification settings, a list of email settings for the admin allows him to enable or disable email notifications for several activities. The steps are as follows:

Go to admin dashboard > WooCommerce > Points and Rewards > Points Notifications
In the ‘Points Notification’ section, navigate to the notification section admin wants to alter

The following notification modification options are available:
SignUp Points Notification Settings

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Sign Up Point Notification “is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like Use [Points] shortcode to place Signup points dynamically. Use [USERNAME] shortcode to place a username. Use [Refer Points] to place Referral points and [Total Points] shortcode in place of Total points.

Product Purchase Points Notification Settings

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default “Product Purchase Point“text is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [Points] shortcode in place of Product Purchase Points [USERNAME] shortcode in place of username [Refer Points] in place of Referral points [Per Currency Spent Points] in place of Per Currency spent points and [Total Points] shortcode in place of Total Points.

Order Amount Points Notification Settings(Per ₹ Spent Points)

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default “Order Amount Point Notification“text is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [Points] shortcode in place of per currency spent points [USERNAME] shortcode in place of username [Refer Points] in place of Referral points [Total Points] shortcode in place of Total Points

Comment Points Notification SettingsPremium

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Comment Point Notification“is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [Points] shortcode in place of Referral Purchase Points [Refer Points] in place of Referral points [Per Currency Spent Points] in place of Per Currency spent points and [Total Points] shortcode in place of Total Points.

Referral Purchase Points Notification SettingsPremium

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Referral Purchase Point Notification“is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [Points] shortcode in place of Referral Purchase Points [Refer Points] in place of Referral points [Per Currency Spent Points] in place of Per Currency spent points and [Total Points] shortcode in place of Total Points.

Deduct ‘Per Currency Spent’ Point NotificationPremium

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Your Points have been deducted“is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [DEDUCTEDPOINT] shortcode in place of points which have been deducted [USERNAME] shortcode in place of username [TOTALPOINTS] shortcode in place of Total Remaining Points.

Point Sharing NotificationPremium

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Received Points Successfully!!“is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [Total Points] shortcode in place of Total Points, [USERNAME] shortcode in place of a username, and this section does not use [Points] shortcode.

Purchase Products Through Points NotificationPremium

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Product Purchase Through Point Notification“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [PROPURPOINTS] shortcode in place of purchasing points[USERNAME] shortcode in place of username [Total Points]shortcode in place of Total Points.

Return ‘Product Purchase through Point’ NotificationPremium

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default “Order Amount Point Notification“text is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [RETURNPOINT] shortcode in place of points which have been returned [USERNAME] shortcode in place of username [TOTALPOINTS] shortcode in place of Total Remaining Points

Referral Points Notification Settings

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default “Referral Point Notification“text is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [Points] shortcode in place of per currency spent points [USERNAME] shortcode in place of username [Refer Points] in place of Referral points [Total Points] shortcode in place of Total Points

Mail Template for Email ReferralPremium

To allow users to modify the email of the referral coupon code template steps are as follows:

Go to admin dashboard > WooCommerce > Points and Rewards > Points Notifications
In the ‘Points Notification’ section, navigate to the ‘Mail template for Email referral section’
Admin can modify the email template accordingly.

Points Only on First Daily LoginPremium

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Your points have been deducted“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [BIRTHDAY POINT] shortcode in place which has been added, [USERNAME] shortcode in place of a username, and [TOTAL POINTS] shortcode in place of Total Points.

Upgrade Membership Level Notification

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default “Upgrade Membership Notification“text is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [Total Points] shortcode in place of Total Points, [USERNAME] shortcode in place of a username, and this section does not use [Points] shortcode.

Deduct Assigned Point Notification

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Your points have been deducted“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [DEDUCTEDPOINT] shortcode in place of points which have been deducted [USERNAME] shortcode in place of username [TOTALPOINTS] shortcode in place of Total Remaining Points.

Mail Notification For Coupon ReferralPremium

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Your points have been deducted“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [COUPONCODE] shortcode in place of coupon code[POINTS] shortcode in place of points.

Points Only On Bday NotificationPremium

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Your points have been deducted“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [BIRTHDAY POINT] shortcode in place which has been added, [USERNAME] shortcode in place of a username, and [TOTAL POINTS] shortcode in place of Total Points.

Points On Cart Sub-Total

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Points Deducted !!!“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [DEDUCTCARTPOINT] shortcode in place of points which have been deducted [USERNAME] shortcode in place of username [TOTALPOINTS] shortcode in place of Total Points.

Points Only On First Order Notification SettingsPremium

*Please Note: The point on the first order will be awarded when the order status has been completed*

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Points Added“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [FIRSTORDERPOINT] shortcode in place of points which has been added, [USERNAME] shortcode in place of a username, [FIRSTORDERPOINT] shortcode in the place of Total Point

Points On Order Total Range

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Points Added“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [ORDERTOTALPOINTS] shortcode in place of Total Points, [USERNAME] shortcode in place of a username, and [TOTAL POINT] shortcode in place of Total Point.

Order Rewards Points

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Points Added“ is already mentioned in the text box.
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [REWARDTOTALPOINT] shortcode in place of points that have been added, [USERNAME] shortcode in place of username, and [TOTALPOINTS] shortcode in place of Total Points.

Gamification Points Notifications

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Points Added“ is already mentioned in the text box.
Email Description:
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [GAMEPOINTS] shortcode in place of points that have been added and [TOTALPOINTS] shortcode in place of Total Points.

User Badges Points Notifications

Enable: The user can enable this setting to proceed.
Email Subject: You can use this section to customize the subject of your mail. The default text of “Points Added“ is already mentioned in the text box.
Email Description:
Email Description: The user can utilize this setting to customize the text of the email description. They can also use shortcodes like [BADGESPOINTS] shortcode in place of points that have been added and [TOTALPOINTS] shortcode in place of Total Points.

7.Enable Membership

The WooCommerce reward plugin, allows your customers to get the membership level by the required points and keep the benefits on the selected categories or products fulfilled by that level.

You can create the level for the membership by the following steps:

Enable Membership: Enable Membership setting.
Exclude Sales Products: Exclude sale products from the membership benefits.
Create Membership
- Enter Level: Enter the name of membership.
- Enter Points: Enter the number of points to get the membership.
- Expiration Period: Enter the expiration period of the membership.
- Select Product Category: Select product categories on which membership discount will be applied.
- Select Product: Select the products from the categories on which the membership discount will be applied.
- Enter Discount: Set the value that will be applied as the percentage discount amount on the memberships’ product and categories.

After successfully created the membership level, your customer can view the benefits of membership level by clicking on the “View Benefits” button.

Click on the link customer can view the benefits of the membership level.

By clicking on the “Upgrade Level” button, your customer can get the membership benefits easily.

Now you can see your upgraded membership.

Membership Log: By clicking on the ‘Membership log link’ the admin can view the details of all members.

8.Assign Product Points

Through this setting, you can assign equal points and rewards for all products at once in the global setting. After that, your customers will get the same points for purchasing any product.

This setting allows you to assign points to the products in three ways.

Globally
Category wisePremium
Per Product-wisePremium
Display Assign Points on the Shop PagePremium

8.1.Global Setting

Through this setting, you can assign equal points to each product at once in the global setting.

Enable this setting if you want to assign the same points on all the products and enter the points that you want to assign for all products.

Your customer can see the assigned points on a single page of the product.

8.2.Category-Wise Setting

Your customer can see those assigned points on a single page of the product.

8.3.Per Product-wise Setting

This setting is for assigning points per product-wise. Go to “Products” and click on the edit page of the selected product.

Click on the “Points and Reward” setting. Enable the setting and enter some valid numbers for assigning points.

Your customer can see the assigned points on a single product page.

8.4.Display Assign Points On The Shop Page

The admin can enable this setting if he wants to show the “Assign Points” on the shop page. After enabling the settings, the customers will see the “assign points”.

For example, if the admin has “Assigned” 20 points through the global settings then all the products listed on the website will be displayed by the “20 points assigned” pop-out.

This is how the customer will see it,

9. Product Purchase Points

9.1.Purchase Through Points

Through the Product Purchase Points setting, the admin can buy products only by the points.

Enable Purchase Through Points: Check this box to enable purchasing products through points.
Enable Restrictions For The Above Setting: Check this box if you only want to allow some of the products for purchasing through points not all.
Select Product Category: Select the category in which you want to allow customers to purchase the product through points.
Enter Text: The entered text will be displayed on the Single Product Page

Make “Per Product Redemption” Readonly: Check this box if you want to make the redemption box read-only(where the end-user can enter the number of points they want to redeem)

9.2.Purchase Product Through Points Only

From this setting, you can set the number of points based on category. Admin can set the points that will apply to all the products that will be under that specific category.

10.Points Expiration Settings

In this section, you can set the Expiration Period of the customer’s points and send the Notification Mail as a reminder of the expiration of points.

10.1.Points Expiration

Enable Points Expiration: Enable this checkbox if you want to set the expiration period of rewarded points for your customers.
Show Points Expiration on My Account Page: Enable this setting if you want to show the expiration period of points on the My Account page.

Front End Representation:

Set The Required Threshold: Set the threshold for rewarded point expiration, the expiration period will be calculated when the threshold is reached.
Set Expiration Time: Set the maximum time limit for points expiration. After this time limit points need to expire. It will be calculated after the above threshold time.
Enable This Setting To Notify User On Mail: The admin can enable this setting if he wants to “enable or disable” the expiration mail feature. After disabling this setting your customers won’t receive the “points expiration” emails.

Email Notification (Re-Notify Days): Set the number of days before the mail will get sent out to re-notify the customer for points expiration.

10.2.Point Expiry Notification

Enter The Message For Notifying The User That They Have Reached Their Threshold: Use these shortcodes to provide the first notification to the customer, that they have reached the threshold now they should redeem their point before it expires.

Re-Notify Message Before Some Days: Use these shortcodes to provide the re-notification to their customers that they have left some days more for the expiration of points.
Message When Points Have Been Expired: Enter the message to notify your customer that their points have expired

10.3.Upgrade Points Validity

Admins can allow their users to extend the validity of redeeming the earned reward points. The admin can set a conversion rate to upgrade the validity.

For example; 5 reward points for 5 upgraded days and so on.

Extend Expiration: Utilise this setting to functionality to allow the customers to extend the validity of user points.

Conversion Rate for Expiration Upgrade: This section can be used to set the conversion rate for certain number of upgraded days.

Frontend Representation

11.Other Settings

12.Shortcodes

Shortcodes allow the admin to quickly display values such as current membership level, current points of a user, notification info, and referral links, at needed places simply using these shortcodes.

[MYCURRENTUSERLEVEL]: This shortcode is used for displaying the current Membership Level of Users.For example, If you want to show the current Membership Level for the customers on the shop page.
The admins can simply go to the “Shop page” paste the Shortcode of Membership Level and click on the update button. The current Membership Level of the customer will be displayed along with the text.

[MYCURRENTPOINT]: This shortcode is used for displaying the current Points of Users. Utilize this shortcode to display the current Points of Users.For example, If you want to show the customer’s current points on the shop page.
Simple Go to the “Shop page” paste the Shortcode of current points and click on the update button. The current points of the customer will be displayed with the text.

[SIGNUPNOTIFICATION]: This shortcode is used for displaying signup notifications anywhere on the site.For example, If you want to show the signup notification on the shop page.
Simple Go to the “Shop Page” and paste the Shortcode of the sign-up notification the most important thing is that the signup point feature must be enabled from the “General Setting”.

[SHOW_POINTS_LOG]: Use this shortcode to display your “Points Log” on any page of your store.
[WPR_REFFERAL_LINK]: Use this shortcode to display the referral link anywhere on the site.

12.1.Shortcodes For The Thank You Page

These shortcodes provide an appropriate message for your customers for their Total Points when they gain or spend points on the checkout page.

Notification When Your Customer Gains Points After Checkout:

12.3.Select Color Notification Bar

Here you can select a color for the notification bar.

12.4.Shortcode For Cart Page And Checkout Page

[Wps_Cart_Page_Section]: This shortcode is used to enable the “Apply points” section on the cart page.

For example: If you want to allow the “apply points” section on the cart page. Simply enable the “enable to show the shortcode on cart page” settings.

Frontend Representation:

[Wps_Checkout_Page_Section]: This shortcode is used to enable the “Apply points” section on the checkout page.

For example: If you want to allow the “apply points” section on the cart page. Simply enable the “enable to show the shortcode on checkout page” settings.

Frontend Representation –

12.5.Restrict Reward Points Settings

Now, when the customer orders a product by using points, he will be shown a message (if the admin has enabled the message settings), stating “You will not get any reward points” or whatever custom message the admin chooses to show.

Enable Restrict Points Settings: The admin can enable this setting to restrict users from earning points.
Enable Message Settings: The admin can enable this setting if he wants to show a custom message to his customers about the points restriction.
Enter Message: Admins can enter a custom acknowledgment message, that they won’t show the customers on the cart page after they “apply points”

12.6.Display Total Earning Points

Toggle To Show The Total Earning Points On The Cart Page: Enable this setting, if you want your customers to be in a position to see their total earnings across your WooCommerce store on the Cart Page.
Toggle To Show The Total Earning Points On The Checkout Page: Enable this setting, if you want your customers to be in a position to see their total earnings across your WooCommerce store on the Checkout Page.

Frontend Representation,

12.7.Point Tab Layout Setting

Points Tab New Layout: Enable this setting if you don’t want your customers to see the old existing layout of the accounts section.
Choose The Color Scheme For The Points Tab Layout: Admins also gets a chance to choose the color schemes, this is reflected in the frontend.

Frontend Representation,

12.8.Rewards Points via Payment Method

Admins can allow their customers to earn WooCommerce reward points if they purchase using a particular payment method—the default payment methods i.e. cash on delivery, direct bank transfer & check payments.

But if you have the premium version installed, if can incorporate other payment methods.Premium

Enable Payment Reward Settings: If the admin wants to allow the customers to earn WooCommerce reward points on payment methods, they can enable this setting.
Select Payment: Admins can choose from the three default payment methods.

Note: If you have the premium version installed, and your WooCommerce store has other payment methods incorporated, you can also mention those.Premium

Enter Points: Use this setting to mention the points, that your customers will earn.

13.Enable the Settings for Orders Total Points

This setting allows your customers to get the points by fulfilling the order amount range.

The customer will get some points whenever their order amount varied between the maximum and minimum amount of the Order Range.

Enable the Settings for Orders Total Points

To enable the ‘Order Total Points’ setting first you have to click on the checkbox to enable the setting and then set the points within the order amount range and the last click on the ‘Save Changes’ button to save the settings.

14.User Notification Addon

Users’ notification addon adds additional features to the Points and Rewards for WooCommerce plugin.

With this addon, registered as well as guest users receive a notification on points updates; informing them how many points they have earned as well as the ways to earn more points.

Enable Points Notification Addon: The user can check or enable this setting to allow the customers to use the points notification addon.

Select Position: Choose whether you want to display the notification button from the available options which are left, right, or want to use a shortcode. If you choose the shortcode option, then use [wps_wpr_notification_button] to display a pop-up button.

Note: This will only work on the page where you use the code. Also, if select the shortcode option, then the “select pages” option will not work, plus you can not change the position of the button.

Select Page: Select the page where you want to present the button. Leave the section blank, if you want to present it on all the pages.

Select Colour Bar: You can also select the color of the notification bar.

Notification Button Text: The admin can choose the text that he wants to show on the button. The default text that can be used is “NOTIFY ME

Frontend Represention-

(When the customer clicks on the “Notify Me” button, this pop-up will open)

15.API Settings

The admins will now also see all the details of the present APIs: the endpoints, the parameters for the endpoints, and the response for the parameters, all the details will now be shown to the admins.

15.1.API Implementation

Enable API Feature

Kindly, go to WooCommerce->Points and Rewards->API SETTINGS
Then Click on the ‘Generate Secret Key’ button. And a secret key will be generated.

Get Total Points And Referral Link.

This API is used to get the total points and referral links of users.

HTTP Request.

POST /wp-json/wpr/mwb-get-points/user

curl -X POST https://example.com/wp-json/wpr/mwb-get-points/user

-u “consumer_secret: <points and rewards secret key>”

-d ‘{

“user_id”: “<wordpress user id>”,

}’

JSON response example:

{

“data“: {

“user_id“: 4,

“total_points“: 9991,

“referal_link“: “https://example.com?pkey=Y6O9C06XZ1″

“status“: “success”,

“code“: 200

}

Get Points Log Details.

This API is used to get user points log details.

HTTP Request.

POST /wp-json/wpr/mwb-get-points/user/log

curl -X POST https://example.com/wp-json/wpr/mwb-get-points/user/log

-u “consumer_secret: <points and rewards secret key>”

-d ‘{

“user_id”: “<wordpress user id>”,

}’

JSON response example:

{

“data”: {

“user_id”: 4,

“membership_level”: “basic”,

“points_log”: {

“signup_event_points_log”: [

{

“points”: 1,

“date”: “2020-12-13 11:52:30pm”

}

“coupon_creation_points_log”: [

{

“points”: -75,

“date”: “2020-12-10 09:41:25am”

{

“points”: -10,

“date”: “2020-12-12 05:19:59am”

{

“points”: -10,

“date”: “2020-12-12 05:20:01am”

}

“points_earn_via_partiular_product_points_log”: [

{

“points”: 1,

“date”: “2020-12-11 05:38:03am”

{

“points”: 1,

“date”: “2020-12-11 05:40:02am”

{

“points”: 1,

“date”: “2020-12-14 02:26:10am”

}

“points_earn_via_per_currency_conversion_points_log”: [

{

“points”: 17,

“date”: “2020-12-11 05:40:02am”

{

“points”: 0,

“date”: “2020-12-14 02:26:10am”

}

“points_earn_on_order_total_points_log”: [

{

“points”: 10,

“date”: “2020-12-11 05:38:03am”

{

“points”: 10,

“date”: “2020-12-11 05:40:02am”

}

“cancel_order_points_log”: [

{

“points”: -10,

“date”: “2020-12-14 02:14:44am”

{

“points”: 0,

“date”: “2020-12-14 02:26:20am”

}

“membership_points_log”: [

{

“points”: -10,

“date”: “2020-12-10 08:01:26am”

}

“product_purchase_through_points_log”: [

{

“points”: -17,

“date”: “2020-12-14 02:23:43am”

}

“return_request_products_points_log”: [

{

“points”: 17,

“date”: “2020-12-14 02:26:20am”

}

“applied_on_cart_points_log”: [

{

“points”: -2,

“date”: “2020-12-11 05:38:34am”

}

“deduct_pre_currency_spent_on_cancel_order_points_log”: [

{

“points”: -17,

“date”: “2020-12-14 02:14:44am”

{

“points”: -0,

“date”: “2020-12-14 02:26:20am”

}

“deduct_assign_product_points_on_cancel_order_points_log”: [

{

“points”: -1,

“date”: “2020-12-14 02:14:44am”

{

“points”: -1,

“date”: “2020-12-14 02:26:20am”

}

“sender_point_details_log”: [

{

“points”: 5,

“date”: “2020-12-10 08:03:31am”,

“shared_to_user”: “testuser”

{

“points”: 10,

“date”: “2020-12-10 08:04:33am”,

“shared_to_user”: “test”

}

“receiver_point_details_log”: [

{

“points”: 5,

“date”: “2020-12-10 08:03:31am”,

“received_by_user”: “testuser”

}

“updated_by_admin_points_log”: [

{

“points”: “100”,

“date”: “2020-12-10 08:01:12am”,

“sign”: “+”,

“reason”: “test”

{

“points”: “10000”,

“date”: “2020-12-12 05:19:47am”,

“sign”: “+”,

“reason”: “test”

}

“referral_sign_up_points_log”: [

{

“points”: 1,

“date”: “2020-12-13 11:52:30pm”,

“refered_user”: “test12”

}

“referral_product_purchase_points_log”: [

{

“points”: 1,

“date”: “2020-12-13 11:54:14pm”,

“refered_user”: “test12”

}

]

“coupon_log”: [

{

“SUHPN”: {

“points”: 75,

“coupon_code”: “SUHPN”,

“coupon_amount”: “75”,

“left_amount”: “75”,

“expiry_date”: “No Expiry”,

“currency”: “USD”

}

{

“TR6G1”: {

“points”: “10”,

“coupon_code”: “TR6G1”,

“coupon_amount”: “10”,

“left_amount”: “10”,

“expiry_date”: “No Expiry”,

“currency”: “USD”

}

{

“JUWGM”: {

“points”: “10”,

“coupon_code”: “JUWGM”,

“coupon_amount”: “10”,

“left_amount”: “10”,

“expiry_date”: “No Expiry”,

“currency”: “USD”

}

]

“status”: “success”,

“code”: 200

}

How To Get Points Of A User

You can get the points of the user by using this endpoint:

POST /wp-json/wpr/mwb-get-points/user/log

curl -X POST http://woocommerce.local/wp-json/wpr/mwb-get-points/user/

Make sure you are using the below parameters or make sure to use the below parameters:

‘user_id’ :

‘consumer_secret’ :

How To Remove Points Of A User Via API

You can remove the points of the user by using this endpoint:

POST /wp-json/wpr/mwb-remove-par-points/user/log

curl -X POST http://woocommerce.local/wp-json/wpr/mwb-remove-par-points/user/

Make sure you are using the below parameters or make sure to use the below parameters:

‘user_id’ :

‘points’ :

‘reason’ :

‘consumer_secret’ :

How To Add Points Via API:

You can add the points of the user by using this endpoint:

POST /wp-json/wpr/mwb-add-par-points/user/

curl -X POST http://woocommerce.local/wp-json/wpr/mwb-add-par-points/user/

Make sure you are using the below parameters or make sure to use the below parameters:

‘user_id’ :

‘points’ :

‘reason’ :

‘consumer_secret’ :

How To Check The Individual User Membership Level:

You can check the individual user membership level by using this endpoint:

Post /wp-json/wpr/wps-get-user-level/user

curl -X POST http://woocommerce.local/wp-json/wpr/wps-get-user-level/user

Make sure you are using the below parameters or make sure to use the below parameters:

‘user_id’:

‘consumer_secret’:

How To Check The Membership Details

You can check the membership details by using this endpoint:

Post /wp-json/wpr/wps-membership-details/user

curl -X POST http://woocommerce.local/wp-json/wpr/wps-membership-details/user

Make sure you are using the below parameters or make sure to use the below parameters:

‘consumer_secret’:

How To Upgrade The Membership Level

You can now upgrade the membership level by using this endpoint:

Post /wp-json/wpr/wps-update-member-level/user

curl -X POST http://woocommerce.local/wp-json/wpr/wps-update-member-level/user

Make sure you are using the below parameters or make sure to use the below parameters:

‘user_id’:

‘member_name’:

‘consumer_secret’:

Note: ‘consumer_secret’ key can be found under the API settings from the plugin settings, please refer to the below screenshot:

16.Gamification Settings

Gamification Settings,

Enable Gamification Settings: The admins can enable the settings if they want to enable this feature for their customers.
Select Canvas Icon Positions: Merchants also gets the liberty to select the positioning of the “win-wheel”.
Select Pages to Show Win Wheel: By utilizing this setting, the admin can select the pages where he wants to showcase the win-wheel.
Choose the Segment to Stop Spinner: Here the admin can select a particular segment where he wants to stop the spinner. If he leaves the field blank, in that case, the spinner can stop randomly on any segment.
Specify the Duration (days): The admins can also specify a certain number of days or a cooldown period. This is how this works, you’re the admin, and the number of days for the cooldown period that you have specified is “5 days”. So, now when a customer comes to your website and spins the wheel. He will be in a position to “claim the rewards points” after claiming the same. The win-wheel will completely disappear for the customer. After the duration of 5 days, they’ll be in a position to spin the wheel again.

Win-Wheel Segments Settings,

Segment Name: The admins can also change the name of these segments from this section.
Segment Points: From this section, the admin can choose the number of points, that he wants the customers to earn.
Segment Font Size: The admins can select the font size for the name of the segments that will appear on the win-wheel.
Segment Color: The colors of these segments can also be changed as per the requirements of your store.

(NOTE: The minimum number of segments that the admin will have to select is 6, and the maximum number of segments that he can add in the wheel is 12)

(After spinning the wheel, the customer will handle on the segment that the admin has selected from the backend settings, and will be rewarded with the points that the admin has predefined. )

17.User Level & Badge

User Level & Badges Settings,

1. Toggle User Badges Settings: The admins can check this box, to enable this setting

2. Toggle To Show User Badges: After enabling this setting, the user badges will be visible on the “My Account” Page.

3. Choose Badge Position: Merchants can also choose the position of these badges on the “My Account page”.

User Badges Settings,

Badges Name: The admin can customize the name of these badges as per the threshold points.

Threshold Points: Enter the threshold reward points that the customer must earn to receive the designated user badge and reward points.

Reward Points: Merchants can enter the number of reward points that the customer will earn if he/she reaches a certain user level

Add Image: There is a default image pre-assigned for the User Levels, but if the admin wants he can customize the image as well, by adding a different image from his system.

NOTE: The merchants can only add two user levels in the free version of the points and rewards plugin. The pro version of the plugin, on the other hand, offers unlimited user levels and badges kinds.

Frontend Screenshot (The User Level & Badge Feature in Action),

18.SMS / WhatsApp Notifications

Customers will receive notifications Via WhatsApp and text messages about the points they have, earned and redeemed on the WooCommerce platform.

17.1. SMS Integration

Enable SMS API Features: This toggle button is required to be enabled to offer easy Twilio service integration for your SMS reminders.

To conceivably send SMS reminders, our plugin has offered Twilio compatibility. You are just required to create your Twilio account link the respective credentials for integration and send easy SMS(s), which keeps their customers updated about the earned and redeemed points.

Enter 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.

Account Authentication Token – Utilize this field to enter the mentioned credentials on Twilio’s website.
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.
Enable This Setting To Allow Users To Deactivate SMS Notifications – Admins can enable this settings to give their customers the ability to deactivate receiving text messages.

17.2. WhatsApp Integration

Enable Whatsapp Integration: Marketers can enable this setting, to utilize the functionality of this integration.
Enter Access Token: Next, you need to enter your Access Token to integrate WhatsApp with your 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.

Enter Phone Number ID: 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.

Enter WhatsApp Template Name: 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 customized messages to your members. The template name must be set as “wps_wpr_template” and cannot be changed.

You can use this fixed name when designing a custom template to personalize your messages.

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.

Manage Templates

In the WhatsApp Manager, click on Manage Templates to view a list of previously created templates (if any exist).

Create a New Template

Click on the Create Template button.
Ensure that the template name is set as ““wps_wpr_template”, as this name is fixed and cannot be modified.

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.

Enable This Setting To Allow Users To Deactivate WhatsApp Notifications: Admins can enable this settings to give their customers the ability to deactivate receiving WhatsApp messages.

19.WPML Compatibility

The Points and Rewards for WooCommerce plugin is compatible with the WordPress Multilingual (WPML) plugin for localization of the Points and Rewards for WooCommerce plugin’s strings.

In order to translate the Points and Rewards plugin, you need to extract all the plugins’ strings. Follow these steps:

Go to WordPress Dashboard > WPML > Themes Plugins Localization
Navigate to the ‘Strings in the plugins’ section
Select Points and Rewards for WooCommerce from the list of plugins
On the bottom of the page, Click ‘ Scan selected plugins for strings

For translating the strings into a different language click on the number of strings 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.

On 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.

20.Wallet System Compatibility

21.Compatible With Subscriptions For Woocommerce

The Points and Rewards Plugin is compatible with Subscriptions For WooCommerce Free and Subscriptions For WooCommerce Pro allows the users to get points on subscription products.

NOTE: We also reward points on subscription renewals.

22.Compatibility with Membership For WooCommerce

WooCommerce Points and Rewards is now compatible with Membership with WooCommerce and Membership for WooCommerce Pro. This allows the admins to award a specific set of points, after the successful completion of a Membership Plan – gold, silver, platinum, or any other kind of plan.
To enable this feature, the admin should download the membership plugin. After doing so, he will make a “membership plan”, he will then navigate to the “edit page” of the decided plan.

Points And Rewards Section,

The points will be assigned only when the status of the membership is complete.

Enable Points Settings: The admin can enable the “points and rewards” compatibility by enabling this setting
Enter Points: Merchants can use this section to enter the points that, they want to award their customers after they have purchased a membership plan which is completed successfully

23.Compatible with Currency Switcher for WooCommerce

The Points and Rewards for WooCommerce plugin is compatible with the Currency Switcher for WooCommerce plugin.

The WOOCS plugin allows you to change your website’s working currency.

To change the currency of the wallet system, Install and activate the Currency Switcher plugin. And follow the instructions:

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

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

24. Compatibility with the Ultimate Gift Cards For WooCommerce Free and Gift Cards For WooCommerce Pro

25.Compatibility With Dokan Marketplace

Our Points and Rewards plugin is compatible with Dokan Marketplace both free and premium versions. The vendors can enable their customers to earn reward points while purchasing their products.

NOTE – The free version of the Dokan plugin allows vendors to assign points only on simple products, whereas the premium version allows the vendors to assign points on both simple and variable products.

This is how the dashboard of the dokan marketplace’s product edit page look like, after the succesful installation of the points and rewards plugin.

26.Feedback and Suggestions

Don’t see a feature in Point and Rewards 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.

27.FAQs

Is it possible to assign Points Badges to users based on the points they have accumulated?

Yes, you do have the option to assign point badges to the user based on the points they have accumulated. However, if you would like to add multiple levels, you will need to purchase our Points and Rewards for WooCommerce Pro for this feature.

Do you have a Gamification feature on your plugin?

Yes, we have a gamification feature in our plugin and you can find the “Gamification settings” in our plugin settings from where you can make various changes to showcase this feature as per your need.

Can we restrict reward points when the user applies points while placing an order?

Yes, you can restrict reward points when a user applies points while placing an order.

For this: Go to other settings>Under Restrict reward points section>Enable Restrict reward points settings.

Now the user will not receive any reward points if they apply any points while placing an order

"Points" tab is not displaying under My Account. Is there any reason?

The points tab will always get the display to the customer user role only not the admin. So please make sure you are logged in as a customer user role.

How can customers use the earn points?

For redeeming the points, We have provided the option to apply points on the cart/checkout page. Customers can apply the earn points and get a discount.

Can I set a different conversion rate for earning the points when customers spent money and a different conversion rate when customers redeem the points and get the discount?

Yes, both are different features and we have provided a separate setting for each feature. You earning points you can set the conversion rate under "Points and Rewards > Earn Points Per Currency Settings" For redemption the points you can set the conversion rate under "Points and Rewards > General > Redemption Settings" from here you can set the conversion rate.

How the customer will know for which events they will earn points?

We have provided "Ways to gain points" here you can enter the message that you want to display to your customer. The entered message will get display on the My Account > Points tab. Customers can see the message and how they can earn points.

Can I provide a point to the customers on spending points on the site?

Yes, we have this feature, you can allow your customers to earn points on the spending money.

Can I update any of the customer's points?

Yes, We have provided this feature to update the customer points manually under WooCommerce > Points and Rewards > Points Table. From here you can add or subtract any customer points.

Can admin see the customer's total points and their log?

Yes, admin can see the all customers points as well point log. On which event they have earned or redeemed points.

Can I create multi-level membership and provide a different discount on each level?

In our org version, you can create only one level membership only. But yes in the pro version you can create multiple levels of the membership and assign different discounts on each level.

Will, the membership level gets upgraded automatically if the customer has required points in their account?

No, the membership level will not get upgraded automatically. After earning the points customer need to update their membership level manually by redeeming some points and get the advantages of that level.

How can I display customer's total points on other pages and menus?

We have provided a shortcode [MYCURRENTPOINT]. You can use this shortcode on your site to display customer's total points.

Can the admin see the customer's total points and their log?

Yes, the admin can see all customers' points as well point log. On which event they have earned or redeemed points.

Will the membership level get upgraded automatically if the customer has the required points in their account?

No, the membership level will not get upgraded automatically. After earning the points, customers need to update their membership level manually by redeeming some points and getting the advantages of that level.

How can I display customers' total points on other pages and menus?

We have provided a shortcode [MYCURRENTPOINT]. You can use this shortcode on your site to display customers' total points.

Can We Restrict Reward Points When The User Applies Points While Placing An Order?

Yes, you can restrict reward points when a user applies points while placing an order.

For this: Go to other settings>Under Restrict reward points section>Enable Restrict reward points settings.

Now the user will not receive any reward points if they apply any points while placing an order

Can I display assigned points on the shop page?

Yes, you can display the assigned points on the shop page.

For this: Go to assign product points > Enable display assign points on the shop page. After enabling it you can see the assigned product points on the shop page.

Is there any setting from where a user shares his point with another user/person?

For this, you have to go

To Backend: Go to the plugin setting > Other setting tab > On Point Sharing section > Enable Point Sharing.

At Frontend: My Account page > Points Tab > Point sharing section > Enter email ID > Enter Points > Click on the Go button.

Can I restrict the usage of the Rewards points?

Yes. You can do this by going to the General Settings of the plugin. In the General settings, you’ll find a section named Redemption Settings. In Redemption settings, click on the Enable Point Usage Limitation checkbox.

After enabling the checkbox, set the type of limitation, i.e,

1) Percentage,

2) Fixed.

Now enter the amount customers can pay using their points. After entering the amount, click on Save Changes

Is it possible for the customer can transfer their points to another?

Yes. Under the My Account > Points tab, the customer can enter the email of the user and the number of points he wants to share and click on the Share button to transfer the points.

Can we set the expiration date of the points when points reach their limits?

Yes, through the Points Expiration setting, you can set the Expiration limit of the points. In the Points Expiration setting, click on the Enable Points Expiration checkbox. Then set the required threshold and expiration period. After this, enter the number of days you want your customers to notify before, the points expire.

Add your points expiration message and click on Save Changes.

Can the admin assign the points for categories?

Yes, from the Assign Product Points, the admin can assign a different number of points for every different category. In the Assign Product Points setting, all your store categories will be listed. Enter the number of points you want to assign to each category and click on Submit at the end.

Is there a setting in your plugin where a customer redeems his points as a coupon?

Yes, from the Per Currency Points & Coupon Settings, you get a Coupon Settings section. From that section, you can allow customers to convert points into coupons.

Just click on the Enable Points Conversion checkbox. Enter all the required details and click on Save Changes.

28.Helpful Resources ! !

Users can utilize the following sections to get in-depth knowledge about the Points and Rewards plugin…

28.1.Blogs

28.2.Video Tutorials

28.3.Case Studies

Order Sync With Zendesk For WooCommerce – Free

September 5, 2019 by sanjeev maurya

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.

PDF Generator for WP Pro – PDF for Post and Products, Meta Fields, Upload PDF files

October 19, 2018 by Asad Abbas

1.Overview

Welcome to the manual of one of the most reliable PDF plugins for WordPress. Use the PDF Generator for WP Pro plugin to converts all the posts, pages, blogs, and products on your website into PDF files. It enables easy brand name dispersal through various channels in offline mode as well.

Users can download these PDF files or view them in a new tab. The admin can authorize users to receive the PDF files at their email addresses. Using the plugin, you can also add PDF files in posts or pages of your WordPress site.

It improves user convenience as it helps them save valuable content and access it at their chosen time. It frees users from having to visit the website again and again for a piece of information. To summarize, downloading blog posts as PDFs will be a cakewalk!

Features:

Export your PDF logs into CSV for better data analysis.
You can choose to display the functionality to either registered users or guest users or both.
Generate PDF invoices on product purchases and send them to users automatically.
Customize the PDF invoice & pay slips information such as company details, logo, color, and more.
Using the latest update of the plugin, you can add woo attributes to the generated PDF files from your live product pages.
You can now restrict the display of the ‘download PDF’ icon based on the user roles using the latest version of the PDF creator plugin.
Add names for bulk and single PDF download button.
Enable WhatsApp sharing of WordPress PDFs.
Select name for invoice as Invoice orderID, Invoice ID, or custom
A recent update in the PDF Generator plugin allows you to export your posts, pages, and products in bulk in your desired custom template.
This plugin lets you set the page height and width as per your choice. Simply select the page size from the dropdown menu and then choose the custom page size.
PDF plugin also allows you to add scannable QR Codes to your generated PDF files using the shortcode provided by the plugin. You can add it to your header, body, or footer layout depending on your needs.
PDF plugin brings to the footer customization features that will allow you to update the post name, post date, and author name.
You can now add a change page no format in the footer settings. It allows you to set the page number with the total page count in your PDF file, and you can also set the page number position in the footer of the PDF file.
WordPress PDF plugin now allows you to add more than one image in a row in your generated PDF files. Please note that it is advised to have not more than 3 images in a row to have a better view of the generated PDF files.
The latest version of this PDF plugin also allows you to add more than one meta field in a row.
We have solved for images to appear in the generated PDF files instead of Image IDs in this PDF plugin update.
PDF Generator plugin allows you to control the nomenclature of the PDF file and lets you choose if you want to display categories or tags.
You can place the icon for specific post types using advanced settings. Custom PDF Generator also allows you to place the icon appropriately on your WordPress site.
You can customize the header, footer, and body settings to suit your company’s needs.
Exclusive features like RTL support, watermark image settings are also available in the pro plugin.
You can also upload your ready-to-use PDF posters or files to be directly accessed by registered or guest users.
You can add a short description in the body settings of your PDF file by using PDF snippets for creating your custom templates.
The plugin allows you to add a current date to your generated PDF file and you can add this in the body setting of your custom templates.

2.How to Download the Premium Plugin?

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

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

2. Visit Orders Section

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

Download and use it on your website by activating it.

“Note: You need to have Free and Pro Both the plugins in order to use them smoothly“

3.Installation

2.1. Automatic Installation

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

In order to install the purchased plugin automatically, use these steps:

After completing your PDF plugin purchase go to My Account. [Use this link https://wpswings.com/my-account/downloads/ to review your account].
From My Account go to the Download section. [Here you can easily find all your purchased plugins].
Click on the Download button present across your purchased plugin to download your extension.
Now log in to your WordPress Dashboard.
From the sidebar click on Plugins.
Click on Add New and then upload your purchased WordPress PDF Generator plugin.
Click the Browse button. Choose your downloaded plugin’s .zip file, and click on Install.
Now click on the Activate link.
You’re all set to use your PDF Generator plugin and take benefit from it!

Note: To create your account before completing your purchase visit the Login Page

2.2. Manual Installation

The manual installation of this PDF plugin for WordPress is another option to connect the plugin to your WordPress environment. This method involves downloading our WordPress PDF Generator extension and uploading it to your webserver via your favourite FTP application.

The steps are as follows:

Upload the WordPress PDF Generator folder to the/wp-content/plugins directory.
Activate the WordPress PDF through the ‘Plugins’ menu in WordPress.

Note:

Before activating the WordPress PDF Generator, you should have the PDF Generator for WordPress plugin else the plugin will not function.

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

Download Zip

4.General Settings

To use the PDF plugin, you need to activate the plugin functionalities by turning on the toggle switch in General Settings.

In the admin panel, click on WP Swings→ PDF Generator for WP→ General Settings.
Activate the PDF generator plugin by turning on the toggle switch.
Tick the checkbox Include Categories to display categories in the PDF file for a post on your WordPress site.
Tick the checkbox Include Tag to display tags in the PDF file for a post on your WordPress site.
Tick the checkboxes to Display Post Date and Display Author Name respectively if necessary.

You can choose to allow the users to download the generated PDF files either locally or open a new window.
You can predefine the name of the generated PDF file by choosing one of the options- Post Name, Document_Product Id, or Custom from the Default File Name option. If you want to set a custom name, choose Custom from the dropdown menu and enter the custom file name of your choice in the space provided.
Date Format, You can also choose the date format for your dates on the pdf template.
Click on Save Setting to save your choices.

5.PDF Settings

PDF Settings will allow you to predefine settings for Header, Body, and Footer content. You can also apply exclusive features such as RTL support, and set watermark text and colour. Follow the listed steps to save your details:

5.1.Icon Display

Go to WP Swings→ PDF Generator For WP→PDF Settings→ Icon Display.
To allow the registered/logged-in users to download PDFs, turn on the toggle switch for Logged in Users. To allow the guest users to download PDF files, turn on the toggle switch for the Guest.
To Enable Bulk Download, turn on the respective toggle switch.
To Enable the Print Option, turn on the respective toggle switch

Choose from the dropdown menu to allow access to generated PDF files for Direct download or Email User for the registered users. Choose from the dropdown menu to allow access to generated PDF files for Direct download or Email Guest for guest users.
Place the PDF generator icon appropriately by choosing the right option from the Show Pdf Icon dropdown menu. The available options to place the icon on the frontend are- Before Content, After Content, Before Add to Cart Form, Before Product Meta Start, After Add to Cart Form, After Single Product Summary, Before Single Product Summary, After Single Product, Before Single Product, After Share Button.
Set the alignment of the PDF generator icon once you have placed it right. You can choose Left, Center, and Right alignment from the PDF Icon Alignment dropdown menu.

Upload the icon of your choice by clicking on the Upload Icon button from the Choose Single Download Pdf Icon setting.
Enable The PDF Template Color Option to customize the color of your pdf templates.

You can the color for your pdf templates in the Choose Pdf Template Colour section
You can choose the pdf template text colors in the Choose Pdf Template Text Colour section
Enable the WhatsApp Sharing Icon to allow users to share your single and bulk PDF files on WhatsApp.

Upload the icon of your choice by clicking on the Upload Icon button from the Choose Bulk Download Pdf Icon setting
Set a custom name for the bulk PDF download icon in the textbox.
Enter the name for the single PDF download icon in the textbox.
Predefine the icon size by mentioning the width and height of the same in pixels in the Icon Size setting.

Upload the icon of your choice by clicking on the Upload Icon button from the Choose Single Download Pdf Icon setting.
Upload the icon of your choice by clicking on the Upload Icon button from the Choose Bulk Download Pdf Icon setting.
Predefine the icon size by mentioning the width and height of the same in pixels in the Icon Size setting.

Turn on the toggle button to Show Pdf Icon According to User Roles. This will restrict other roles from viewing the option to generate PDF files.
In the setting to Select User Role For Which You Want To Show The Pdf Icon, you can choose various options from the dropdown menu given in the setting.
Finally, click on the SAVE SETTINGS button to save your changes.
Use the shortcode [WORDPRESS_PDF] anywhere on your post, page or product to display the PDF icon.

5.2.Header Settings

- Go to WP Swings→ PDF Generator for WP→PDF Settings→Header to predefine the header settings for generating PDF files.
- Tick the checkbox to Include the Header in the generated PDF.
- Click on the Upload Image button in the Choose logo setting to upload your company logo.
- Enter the Logo Size in given field.
- Enter the Company Name in the given field.

Enter your tagline, address, or relevant information in the Tagline or address field.

Select the text color in8 the header from the Choose color setting.

Enter the Header Width in pixels for text padding.

Choose the font style from the given dropdown menu for the header text.

Choose font size in the respective setting for the header text.

You can set the Header Top Placement. The greater the value in the Header Top more will be the header length down from the top.
Click on Save Settings

5.3.Body Settings

Go to WP Swings→ PDF Generator for WP→PDF Settings→Body Settings to predefine the body settings for generating PDF files.
For the title of the PDF body, you can select the Title Font Style from the given dropdown options. Enter the size of the title in the Title Font Size setting and choose the text color for the title from the given color palette in the Choose Title color setting.

Select the Page Size from the given dropdown menu. You get to choose from two options- Landscape or Portrait for the Page Orientation.
Now you can set the page height and width according to your choice. Select the Page Size from the dropdown menu and then choose Custom Page Size.
For the content in the PDF body, you can choose the Font Style, Font Size, and Body Text Color similar to the title settings in the PDF body.

Border Settings: Select the border size in pixels and the border color. Enter the values for PDF Border Position to set the border position. Enter the values for Page Margin to provide padding and the right placement of PDF content.

Enable advanced features like RTL support for Arabic and Hebrew languages by ticking the respective checkbox.
Enable the watermark by ticking the checkbox for Add Watermark Text. Enter the Watermark Text in the given box and choose the color of the watermark from the color palette.

Click on the checkbox to Add Watermark Image if you wish to use.
Enter the Watermark Angle in the corresponding space provided. The negative sign is to depict the rotation of the watermark image to the specific angle (say, 45 degrees) in the anti-clockwise direction
Set the Watermark Position from left and top in pixels.
Set the Watermark Opacity to make the image look visible enough but not too intrusive. The opacity can be written in decimal form varying between 0 and 1. A best practice is to set it less than 0.3.
Upload the Image for the watermark in the Choose Watermark Image setting.

Choose the templates for generating PDF files for page and posts from the dropdown menu for the Page template and Post template respectively.
You can also add custom CSS for any HTML element using the blank space provided with the Custom CSS heading.
If you wish to display images row-wise, tick the checkbox for the setting: Show images row wise (Template 1).
Tick the checkbox to allow displaying the meta fields in your PDF body in a row.
You can define the number of columns under the Select Number of columns setting. Choose the number of columns you need in a row for your meta fields.
Click on the Save Settings button to save your entries.

5.4.Footer Settings

Go to WP Swings→ PDF Generator for WP→PDF Settings→Footer Settings to predefine the footer settings for generating PDF files.
Tick the checkbox to Include Footer in the generated PDF.
Enter the footer Tagline in the given field.
Choose the font color for the footer text from the color palette in Choose Color option.
Enter the footer width in pixels for display in the Choose Width option to provide padding.
Choose Font Style and Choose Font Size by selecting the values in the respective fields.
Set the Footer Bottom Placement. The greater the value in the footer bottom field, the more will be the footer length up from the bottom.
Use the blank space to add the author name, post name, and post date in the footer settings.
Enable the checkbox to add a Change Page No Format in the footer settings. It will let you set the page number with the total page count in your PDF file, and you can even set the Page Number Position in the footer of the PDF file.
Click on the Save Settings button to save your entries.

6.Advanced Settings

Go to WP Swings→ PDF Generator for WP→Advanced Settings.
Enter in the provided space to show the ‘generate PDF’ icon for selected post types such as post, page, and /or product.
Click on Choose file to add the custom .ttf font file in the Upload Custom Font File setting. This font will appear in all the dropdown lists of fonts.
Click on the Reset Setting button to set all the settings to default.
Click on the Save Settings button to save your choices.

7.Automate PDF Generation Using Cronjob

You can automate your PDF generation process and generate PDFs in bulk using a cron job.

Navigate to the WPSwings→ PDF Generator for Wp→ Advanced Settings.
Select Post Types: Select the post types you want to convert to PDF.
Cron Name: Set the cronjob on your server.
Save PDF file: Enable this option to store all PDF files in bulk.
Save Zip Folder: Enable this option to save all PDF files created via cron in a zip folder.

Note: The cron job is designed to automatically convert published posts of selected types into PDF format. In the event of a post being deleted or unpublished, the corresponding generated PDF will also be removed. Similarly, any modifications made to a post will be reflected and updated in the converted PDF files.

8.Meta Fields Settings

Go to WP Swings→ PDF Generator for WP→Meta Fields Settings.
Allow displaying meta fields separately for posts, pages, and products by clicking on the respective checkboxes- Show Meta Fields for post, Show Meta Fields for page, Show Meta Fields for the product.
If your gallery image is different from your product image gallery then you can mention the gallery image name in the box and enable the setting by clicking on Show Product Gallery Image.
Click on the Save Settings button.
You can place the meta fields in the page layout as per your choice using the shortcodes. Click on the COPY button alongside the given shortcode.

Now, go to WP Swings→ PDF Generator for Wp → Layout Settings→ Internal Page.
Click on Create Template or select header, body, or footer to open the Gutenberg editor to add the meta fields in desired sections.
Place the block in the Gutenberg editor as per your choice.
Search and select the shortcode snippet and paste the copied shortcode (step 4) in the space provided. Replace ‘mwb_field’ with the respective meta field shortcode provided. For example, if you wish to place the price meta field, replace ‘mwb_field’ with ‘_price’
Click on Update to update the page layout.

This will allow you to place the meta fields conveniently anywhere on the page.

9.Taxonomy Settings

Go to WP Swings→ PDF Generator for WP→Taxonomy Settings.
Allow displaying meta fields separately for posts, pages, and products by clicking on the respective checkboxes- Show Taxonomy Fields for the post, Show Taxonomy Fields for page, Show Taxonomy Fields for the product.
Tick or Rename Taxonomy Fields Key that you want to display in the generated PDF files for posts and products in the corresponding spaces provided.
Click on the Save Settings button to save your choices.

10.Layout Settings

Define the cover page settings and internal page settings separately in the layout.

10.1.Cover Page

Go to WP Swings→ PDF Generator for WP→Layout Settings→ Cover Page.
Choose from the 4 templates provided here for the cover page of your single or bulk PDF files. You can Preview the template and then Activate the cover page.
Tick the checkbox if you want to Add a Cover Page to a Single PDF.
Tick the checkbox if you want to Add a Cover Page to a Bulk PDF.

Add Company Name in the corresponding space provided.
Upload Image to add Company Logo.
Upload Image to add Cover Page Image.
Mention details of the company in the respective fields such as Company Tagline, Company Email, Company Address, Company URL, Company Phone No to display these details on your cover page.
Click on the Save Settings button.

10.2.Internal Page

Go to WP Swings→ PDF Generator for WP→Layout Settings→ Internal Page.
Click on the Create Template button to create custom templates.

This will add three pages, each for header, body, and footer with default layouts. You can edit them by clicking on the header, body, and footer links respectively.

It will redirect you to the editor, you can add snippets from the PDF Snippets block, which is provided in the block section of the Gutenberg editor, and choose accordingly.

The example is displayed below.

Customize the layout by selecting the desired fields in the added PDF Snippets from the given dropdown menu as shown below. In the latest update of the plugin, you can also add the woo attributes for the generated PDF files of your plugin.

- Use the shortcode given in the plugin—[QR_CODE] at your desired space in the header, footer, or body layout as per your need.
- Click on the Update button to save your edited layout.
- You can add a Short Description in the body of your generated PDF file by using PDF snippets for creating your custom templates.
- Add a Current Date to your generated PDF file as your per requirement in the given PDF snippets dropdown menu. You can add this in the body of your custom templates.
- After customizing the layout, click on the Save Setting button.

11.PDF Logs

Go to WP Swings→ PDF Generator for WP→PDF Logs.
Keep a track of the download PDF files along with crucial details such as Username, Email, and Time.
If you wish to delete the log in bulk, select the entries and choose delete from the Bulk actions. Then, click on the Apply button.

12.WooCommerce Invoice Settings

You can generate invoices for purchase products and allow users to download it. These invoices will be automatically added to the email order confirmation email.

To setup your WordPress PDF invoice, go to the WP Swings→ PDF Generator for Wp→ Invoice Settings and follow these instructions:

Enable Invoice Feature: Enable this toggle button to activate the PDF invoice feature.
Automatically Attach Invoice: Turn on the toggle button to let the generated invoices to be automatically attached to the emails.
Order Status to Send Invoices for: From this dropdown, select the order status at which the PDF invoices will be automatically sent to customers.
Download Invoice for Users at Order Status: You can specify at which order status the customers will be able to download their order invoice post-purchase. If you don’t want them to download it, select “Never”.
Generate Invoice From Cache: Turn on this toggle button to generate an invoice from the cache. It will fetch all the relevant product details from the cache and generate a formal invoice for you & your customers.
How Do You Want To View PDF?: You can select how customers view their PDF invoices. There are two view types to choose from: Thank You page and the Open in a new tab.
Invoice Name: The PDF Generator Pro plugin allows you to define a naming system for the downloadable PDF invoice files. The unique file name will be shown to both customers and administrators.

- Invoice Order ID: Selecting this option will name the invoice files using the Order ID of the corresponding purchase.
- Invoice ID: Choosing this option will name the invoice files using a unique Invoice ID.
- Custom: The Custom option allows you to create a personalized naming convention for your invoice files. Enter a combination of text or dynamic variables or both to create a custom format that suits your requirements.

To create a unique name, the Order ID will be clubbed with your custom file name. You can verify them by downloading any invoice.

Finally, click on the Save button to implement the changes.

13.PDF Page Setting

The WordPress PDF page settings allow you to customize the WooCommerce PDF invoice you are generating for your customers. You can make the following changes:

Company Details: You can enter the company information that is required on the invoice. It includes: Name, Address, City, State, Pin, Phone, and Email.
Invoice Number: Enter the custom prefix and suffix to make a unique invoice number for your business.
Invoice Number Renew Date: You can set a date (month and day) after which the invoice number will be renewed.
Disclaimer: You can enter your disclaimer or any note for your customers in this textbox. It will be displayed on the PDF invoice.
Color: Color customization of invoice is possible with the WordPress PDF plugin. Click on the color picker and choose the color you like.
Choose Company Logo: Click on the upload logo button and upload the logo of your brand from the WordPress gallery or your device.
Add Logo on Invoice: Enable this toggle button to display your uploaded logo on your PDF invoices.
Choose Template: Our PDF Generator plugin has two templates for invoices. Click on the template you’d like for your invoices. And you are done.

Lastly, after making all the customizations, click on the Save Settings button.

14.PDF Upload

Go to WP Swings→ PDF Generator for WP→PDF Upload.
Turn on the toggle to give Access to Users to allow registered or logged in users to download your uploaded document.
Turn on the toggle to give Access to Guests to allow guest users to download your uploaded document.
Click on the Upload Doc button to upload your own PDF file or poster in the Choose Poster settings.
Click on the Save Settings button.
A shortcode will be generated for your uploaded document. You can place it anywhere on your page or post to allow access to your document to the users. Hence, using this PDF plugin, you can easily generate or embed PDF files.

15.WPML Compatibility

WordPress PDF Generator is now compatible with the WPML plugin. To be able to use it, use follow the steps below:

In your WordPress dashboard, go to WPML→ Themes and Plugins Localisation.
Now, scroll down to the Strings in the plugins section.
Lastly, select the WordPress PDF Generator plugin from the given list of plugins.
To translate the strings into the language of your choice press the Translate Strings button present next to the wp post to PDF plugin plugin.
You’ll be redirected to a page where all the strings of the PDF 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. You can write the translation of the string in the space provided.
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.

16.WooCommerce HPOS Compatibility

PDF Generator PRO is compatible with High Performance Order Storage (HPOS) Which uses WooCommerce CRUD design to store order data in custom tables to optimize order queries and ensure the smooth workflow of your WooCommerce store.

To Enable HPOS Follow these steps:

Firstly, make sure your WooCommerce version is updated with the latest 8.0. After that navigate to WooCommerce > Settings > Advanced > Features and choose the High Performance Order Storage option for orders.

For more information, refer to the WooCommerce HPOS Documentation

17.Other Settings

You can also export PDF files from live pages, products, and posts from the backend itself using WP PDF Generator.

Go to the live Post, Product, or Page. Click on the Export pdf button. There you have, your generated PDF file.

export pdf button

product export pdf

18.Feedback And Suggestions

If you have a suggestion or any idea you’d like to see in the plugin,we’d love to hear about it.Reach out to our support and we’ll consider adding it to the future release.

19.FAQs

Can We Edit The PDF Icon Or Replace The PDF Default Image Accordingly ?

Yes, you can edit the PDF accordingly for this you have to go to the plugin setting >PDF general setting>Select button

Is The PDF Generator Plugin Compatible With The Divi Theme?

Yes, our plugin is compatible with Divi themes and is also compatible with CPT UI, ACF, WPbakery.

Can We Edit The Front/First Page Of The PDF By Itself?

Yes, you can edit the front page for this go to the plugin setting>Pdf first page setting>custom template here you can edit your template accordingly.

Does PDF Generator Plugin Support Post Meta Date On PDF?

Yes, It supports post metadata for this you have to go to plugin setting>Meta Field Settings. Select all your post meta fields which you want to display in your PDF for the post type.

20.Helpful Resources ! !

21.Case Studies

Hospicall Case Study

Proteus Switchgear

RMA Return Refund & Exchange for WooCommerce Pro – Stock Management, Tax Handling, Exchange & Cancel Order Features

October 6, 2018 by sanjeev maurya

1.Overview

WooCommerce RMA Return Refund and Exchange Pro plugin is a complete solution for any kind of refund and exchange request. It gives your customers an easy and simple way to apply 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.

Return Refund and Exchange Pro for WooCommerce extension provides various key features-

With RMA Report Feature, 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 on frontend with ease.
Add a Coupon Regenerator for allowing the customer to change the Wallet Coupon Code.
Provide a shortcode to display the Customer Wallet on any page.
Allow admin to manage Customer Wallet from the user edit page.
To add a payment gateway for Users to make payments through their wallets.
The merchant can enable the customer wallet to save the refunded amount into the customer wallet except to refund the amount.
The merchant can manage stock for the approved request.
The merchant can enable requests for selected order status.
A user can pay an excessive amount in the RMA exchange process.
Guest User Restriction for Wallet method of payment as well refunds.
The merchant can Customize refunds or exchange mail content.
Customer and admin are both notified by email for all events.
The exchange feature is enabled for a selected number of days from an order delivered.
The user can submit multiple product RMA Exchange requests with reason.
Merchants can enable/disable the Exchange request feature.
The merchant can prevent the selected category product from the refund.
The merchant can exclude shipping costs to refund the product.
The merchant can disable the refund feature for sale items.
The WooCommerce refund feature is enabled for a selected number of days from an order placed.
The customer can also exchange orders in the less old order amount and leave the amount refunded to the customer.
Quantity will be updated at the time of canceling the order.
The merchant can also refund the amount later in case of a wallet disability.
It allows the customers to cancel only the selected product instead of the whole order.
Allow the merchant to exchange the product with the same product and its variations only.
Add Global and Product wise shipping fees.
Allow admin to add Refund Guidelines on the Refund Request form.
Guest users can also Refund/ RMA Exchange/ Cancel their order.
Allow Admin to Add or Remove predefined refund/exchange reason whenever needed.
Allow the Guest user to pay the extra amount by using the email “click here” button.
Use Shortcode to display the Guest user’s Refund or Exchange form.
Allow Automated Payment Refund Feature through this feature the admin can refund the amount with the same payment method used by the customer during the purchase.
Admin can show return/refund/exchange rules on respective forms with the Rules Editor.
Select pages to display the refund/exchange/cancel button.
Set limits on the attachments that a buyer can send along with the request forms.
Remove different buttons for COD buyers.

What if your WordPress website can auto-accept the refund requests of your customers according to the set days? Wouldn’t it be too effective to check manual efforts to accept refund requests? Watch Demo Video of RMA Return Refund And Exchange For WooCommerce Pro.

The tutorial video will familiarize you with the premium features that we have introduced in our Refund plugin to enhance refund management on your WooCommerce store. It will demonstrate to you the working of the PRO version of our refund and exchange management plugin.

I hope you are persuaded…. Let’s take a closer look at the plugin by getting over the setup and installation process in detail.

2.How to download the premium plugin?

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

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

2. Visit Orders Section

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

Download and use it on your website by activating it

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

3.Plugin Installation

The WooCommerce Return Refund and Exchange Pro plugin can easily be installed abiding 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 login 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.

Note : Make sure you have also installed the Return Refund and Exchange For WooCommerce – WordPress Plugin, before activating the WooCommerce RMA Return Refund & Exchange for WooCommerce Pro . As the PRO version is a further advanced version update to that.

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

After installing the plugin, the next step is to configure the backend so that you may use its functions. So, let’s get started-

4.Plugin’s Backend Setting

WooCommerce RMA Return, Refund, and Exchange Pro plugin backend setting is quite simple yet straightforward, have a look at the setup tab scrutinies in detail below to have a better understanding of each setting’s purpose-

4.1.License Activation Tab

The very first tab defines the license activation panel in a tab setting. This tab depicts the purpose of activating the PRO license of the plugin utilizing the activation code offered while purchasing the plugin.

Refer to the screencast below to get an idea of that-

Note– The WooCommerce RMA Return Refund & Exchange for WooCommerce Pro plugin can be used for 29 days conveniently without activating the license as a free trial of the plugin. But, in order to safeguard your data and settings, it is better advised to activate the license before the due date.

4.2.General Settings Tab

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–

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.

You can simply toggle switch ON to enable and toggle switch OFF to disable the plugin refund feature.

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.

You can simply toggle switch ON to enable and toggle switch OFF to disable the plugin order message feature.

Frontend Demonstration of these setting options-

This is the actual order display section at the frontend displaying Order Message and Refund buttons within. Have a look-

As soon as you click on Order Messages button you’d be redirected to the page for order messages, displayed in the screencast below-

Here, you can send as well as can review your order related messages history i.e. your personal communication with the store admin related to that particular order with ease.

Enable Exchange

This is also a toggle-based setup option available that is purely dedicated to the smooth enabling/disabling of the exchange feature within the plugin.

You can simply toggle switch ON to enable and toggle switch OFF to disable the plugin exchange feature.

Enable Cancel

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.

You can simply toggle switch ON to enable and toggle switch OFF to disable the plugin cancel feature.

Enable Wallet

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.

You can simply toggle switch ON to enable and toggle switch OFF to disable the plugin wallet feature available in the plugin.

Note– The Wallet feature of the WooCommerce RMA plugin is not available to guest users.

Enable Single Refund and Exchange Request per Order

Enabling/Disabling the single product-based refund and exchange can be managed per order utilizing this setting option available.

You can simply toggle switch ON to enable and toggle switch OFF to disable the feature available in the plugin.

Setting Demonstration…

Let’s take an instance of this refund order. In 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 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 would be displayed after the process and you’ll be redirected to the orders section again after 10 sec.

Now, if you observe clearly 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, still you cannot process another request for the same if this setting is said to be enabled.

Enable Refund and Exchange for Exchange Approved Order

Enabling/Disabling the single product-based refund and exchange can be managed per order after the merchant or the store owner’s approval utilizing this setting option available.

You can simply toggle switch ON to enable and toggle switch OFF to disable the feature available in the plugin.

Show Sidebar for Refund, Exchange, and Cancel Form

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.

Simply toggle switch ON to enable and toggle switch OFF to disable the feature available in the plugin.

Hide Refund, Exchange, and Cancel button for COD orders when Processing

If you want to enable/disable the refund, exchange, and cancel button from the COD orders when setting status to processing, you can simply utilize this option.

Simply toggle switch ON to enable and toggle switch OFF to disable the feature available in the plugin.

Guest Feature via Phone Number

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.

Simply toggle switch ON to enable and toggle switch OFF to disable the feature available in the plugin.

Refund, Exchange, and Cancel functionality starts from Order Status Date

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.

Guest Form Shortcode

Your guest form can have a shortcode-based display per your ease.

You can create your guest form shortcode here and utilize that for displaying 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, Cancel Request tabs. By clicking on these buttons users can send the requests.

Enable to Reset the License on Deactivation of the Plugin

You can simply utilize this setup option to enable/disable the reset setting of your after your license plan got deactivated.

Enable Tracking

For data tracking, you can utilize this setting option. Just toggle switch ON or OFF the setting option available. This option enables us to access your site data that ease future concerns related to assistance.

Enable to Show Bank Details fields for Manual Refund

You can enable/disable the bank details field in the return, refund, and exchange form when setting up for the manual WooCommerce refund method.

Simply toggle switch ON to enable and toggle switch OFF to disable the feature available in the plugin.

Setting Demonstration over Frontend…

After successfully placing a refund request for a certain product, the customer can wait till the request gets acceptance from the store admin or the store manager.

Note- This wait step can be skipped if you’ve already enabled 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 need 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 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 in order for the customer to fill the bank details within.

Note– In order to display the Bank Details field, One must enable the Enable to Show Bank Details fields for Manual Refund option available in the General settings tab.

Just, enter your bank details available in the field given and proceed further. In case you need an idea, refer to the screencast displayed below-

Now, the store admin receives the refund requested notification. He/She can simply navigate towards the Order Listing panel and select the order which is requested for refund. For more clarity refer the screencast below-

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

Store admin can review customer’s entered bank details in order to process their manual refund from here. But, before that admin needs to Accept the refund request placed.
As they accept the request for refund, 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 customers 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.

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.

4.3.WooCommerce Refund Tab

The next tab to the general settings tab is the refund tab, this tab refers to the setup options that include a smooth refund process for your outstanding placed orders. The settings that refund tab include within are-

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.

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.

Enable Attachment

Utilizing the setting option you can offer an attachment feature within your refund, exchange, and Cancellation form. Simply toggle the plugin feature ON/OFF.

Attachment Limit

You can also offer the attachment-based limit when offering an attachment option within your refund, return, and exchange form. Simply mention the no. of attachments you can offer.

Note- When the Attachment limit on the frontend is reached, the Add More button for additional attachments disappears automatically.

Frontend Demonstration of the setting-

Enable To 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

Enable To 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.

Deduct Coupon Amount During Refund

You can also provide a refund/reimbursement possibility, while deducting your offered coupon amounts from the order’s requested for refund.

Yes, why give a full refund when your customers already had 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, like 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.

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. All you have to do is toggle the plugin feature ON/OFF.

Enable To Block Customer Refund Request Mail

You can simply block the customer to send refund request mails, likewise enabling or disabling this setting option. Simply toggle the plugin feature ON/OFF.

Enable To Auto Restock When Refund Request Accepted

You can simply Enable To Auto Restock When Refund Request Accepted, likewise enabling or disabling this setting option. Just you have to toggle switch ON/OFF the plugin feature.

Refund Button Text

You can simply customize your refund button text utilizing this setting. Just enter the text over to display as a caption within your refund button at the frontend.

For Example- If you have updated your refund button text to be-

Then, at frontend your refund button would look like-

Enable Refund Reason Description

You can simply customize your refund reason-based description text utilizing this setting. Just ON/OFF the toggle switch over to display as a description at the frontend.

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 frontend.

Just add your list of predefined refund reasons separated by commas and display over frontend likewise, for more clarity refer the screencast-

Then, the frontend visual would be like-

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

Enable Refund Rules

You can also enable/disable the refund rules displayed at the frontend utilizing this setting option available at the backend. Just toggle the switch ON/OFF to display the refund rules appropriately.

For that, just toggle On the Enable Refund Rules button and add your defined refund regulations in the Refund Rules Editor given below. Refer the screencast for better understanding-

Refund Rules Editor

This setup option offers easy and seamless integration of refund rules editor i.e. ckeditor in the backend.

Refund rules mentioned in the editor would easily be displayed over frontend, for clarity refer the screencast below-

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 in order to give your consumers an idea of what they need to fill in there.

Refund Request Form Shipping Fee Description

You want to add shipping description within your refund request form, don’t worry just utilize this setting and easily add description to your shippings.

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 the screencast below-

Enable Refund Note On Product Page

Utilize this setting to enable refund note over product page with all ease, just you have to toggle switch ON the option to enable the feature.

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 better understanding about the refund note, you can refer the screencast displaying custom refund note on the product page itself-

Refund Form Wrapper Class

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

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.

In order to configure, refund-request email based setting you can refer to the link given here.

You can access the link given in order 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 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 need 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 better understanding of the setup options and the page, refer 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 need 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.

In order to configure, refund-request cancel email based settings you can refer to the link given here.

You can access the link given in order 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 need 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.

4.4.Exchange Tab

The next tab is the exchange tab available in order to set up exchange product related settings. This tab includes different setup options along-

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.

Enable Exchange Request with same products or its 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 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.

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 the “Manage Stock”.

Enable Attachment

Enable this setting for the customers to send the attachment with the refund request. they can attach .png, .jpg, .jpeg type files.

This is simply an ON/OFF toggle switch that enables attachment settings.

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 frontend is reached, the Add More button for additional attachments disappears automatically.

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.

Deduct Coupon amount during Exchange

The administrator can enable this setting to deduct coupon amount from the exchange amount at the time of exchange Request.

Enable to block customer exchange request mail

The administrator can enable this setting when they want customers to not receive any exchange-related mails. This setting option disables the reply email from the customers and offers only one-way reply communication.

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.

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. “Add To Cart” button will display with the “Exchange Button”.

For clearer understanding and demonstration, you can refer to the screencast belowthat displays the “Add To Cart ” button and will display with the “Exchange Button ” along with the shop page.

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 over to display as a caption within your exchange button at the frontend.

For Example- If you have updated your exchange button text to be-

Then, at frontend your refund button would look like-

Enable Exchange Reason Description

Utilize this option to enable the exchange reason description field. For that you just require to toggle switch ON the setup option.

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.…

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.

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.

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.

Exchange Request form Shipping Fee Description

You can see the Extra Shipping Fee notification on the Exchange Request Form.

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.

Exchange With Same Product Text

This setting option allows the merchant to exchange the product with the same product and its text customization.

Exchange Form wrapper Class

Utilizing the setting admin can Write Main Wrapper Class & Child Wrapper Class of Theme if add some design on the frontend.

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 Exchange Request Email Click Here

In order to configure, exchange -request email based settings you can refer to the link given here.

You can access the link given in order 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 need 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 Exchange Request Accept Mail Click Here

In order 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 better understanding of the setup options and the page, refer 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 need 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 Exchange Request Cancel Email Click Here

In order to configure, exchange-request cancel email based settings you can refer to the link given here.

You can access the link given in order 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 need 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.

4.5.Cancel Tab

The next tab is the exchange tab available in order to set up exchange product related settings. This tab includes different setup options along-

Enable Cancel Order’s Product

If you want your customer to cancel their products after purchasing, then enable the Cancel Order setting.

Through this setting, the customer can send the Cancel Order request by clicking on the “Cancel Order”.

Enabling this setting, the admin can allow the customer to cancel only the selected products instead of the whole order. All you have to do is toggle the plugin feature ON/OFF.

Select pages To Hide 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.

Cancel Order Button Text

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

In order to get an idea of the frontend demonstration of this setup option, kindly refer to the screencast attached below-

Cancel Product Button Text

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

Cancel Form wrapper Class

Utilizing the setting admin can Write Main Wrapper Class & Child Wrapper Class of Theme if add some design on the frontend.

Cancel 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 link are available beneath the setup page referring to the email setup, they are-

To Configure Cancel Related Email Click Here

In order to configure, cancel email based settings you can refer to the link given here.

You can access the link given in order 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.

Cancel

To get started with a 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 which 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. Then, let’s continue with our further tab settings.

4.5.1.Process Workflow Demonstration for Refund, Exchange and Cancel Requests Utilizing the Plugin Features

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 display. 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.

Notification Email for the Refund Requests

Exchange

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 follow 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 basically placed in order to resolve size issues or damaged product received 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.

As you can see clearly in the above screencast, the customer has selected the same product for exchange that is of the same price also. Then, the exchange request placed would have no balance amount in it, therefore the new order created with reference to the request would be of $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.

And 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 which is totally varied that too costs less than the actual product.

Such requests are basically placed when a customer placed 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.

The above screenshot displays the product display section where, customer has selected one product and set it for exchange.

You can clearly 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 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 to select one out of the two methods in order to process your remaining amount refund.

We’re presenting demonstrations for both the options here. Let’s say the customer selects for Refund in the Wallet option and hits Send Request then.

Step-2 As soon as the exchange request is placed the store admin receives an exchange requested email in reference to 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.

And 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 in 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 acceptance from the store admin or the store manager.

While placing the refund request, one need 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 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 in order for the customer to fill 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 which is requested for refund. For more clarity refer the screencast below-

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

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 for refund, 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 customers account directly.

Here’s the refund accepted email request notification email that is to be sent by the store admin to the consumer in order 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 which is totally varied from the original product that too costs more than the actual product.

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 clearly see that the customer has selected the product which 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 on paying 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 would receive an exchange request email regarding.

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 time to time in order 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.

4.5.6.RMA Policies Tab

This is an outstanding setup tab available in order to set up the predefined set of rules for the refund request based. 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 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 Day

Merchants can use this option to specify the number of days associated with their process policy. It’s as simple as stating the amount of days.

2. 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 Canceled– This status defines the cancellation of refund related to an order that is requested for refund.

Canceled– This status defines the cancellation of an order.
Refunded– This status defines the refund completion status of an order.
Failed– This status defined failure of an order due to any circumstantial issue.
Exchange Requested– This status defines the request initiation placement of exchange related to an order.
Exchange Approved– This status defines the approval of exchange related to an order.
Exchange Canceled– This status defines the cancellation of exchange related to an order.
Refund Requested– This status defines the request initiation placement of refund 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.

3. 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 inclusion of tax in that policy or order.
Exclude Tax– This option defines exclusion of tax in that policy or order.

Minimum Order

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

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

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— 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— Refund can be possible only if tax is included along with the refund amount processed.

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

4. Product-wise Refund and Exchange Functionality: This WooCommerce RMA plugin’s feature enables the merchants to update the number of days for each return and exchange for each product.

For example, you’re a merchant and you want to implement a 15-days refund and say a 10-days exchange functionality on T-shirts, but just a 5-day refund and 1-day exchange functionality on all the hoodies. You can do this by this new feature. To enable this, the merchants can navigate to the product page >> click on the “edit product”. Scroll down on the page, under the general tab, you’ll see two new settings called “Refund days” and “Exchange days”. From here the merchant can set the exact number of days for specific products.

4.5.7.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—

Enable Attachment
This is also a toggle setting that offers store owners or merchants to gEnable/Disable the toggle switch to allow your customers for the image files attachment field in their refund order messages.

Enable to Block email

The administrator can enable this setting when they want customers to not receive any exchange-related mails.

Order Message Button Text

You can simply customize your order message button text utilizing this setting. Just enter the text over to display as a caption within your order message button at the frontend.

Other than these setting options, some other setup link are available beneath the setup page referring to the email setup, that is-

To Configure Order Message Email Click Here

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 serves 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 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 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.

4.5.8.Wallet Tab

Enable this Wallet Settings tab if you want to add your customers’ refunded amount directly to their wallet. 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.

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.

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.

This option offers seamless refund of all canceled and paid orders to your customer’s wallet directly.

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.

4.5.9.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.

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 form 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.

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 with 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.

4.5.10.Integration Tab

This plugin provides integration with top shipping channels such as ShipEngine and ShipStation that 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.

RETURNSHIP LABEL

This setup tab option offers enable, 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. Just you have to toggle switch ON your setup option and enable the feature.

Enable ShipEngine Shipping Label

Do you want to generate your Ship Engine Shipping label?? If yes, please utilize this setup option and generate your ship engine labels with ease. Enable utilizing the toggle switch and create a return ship label through the ship engine platform.

Enable ShipStation Shipping Label

Do you want to generate your ShipStation Shipping label?? If yes, please 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 Click Here.

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 in order 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 mail body or the mail description text need 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.

SHIP INTEGRATION

This setup tab option offers enable, if you want to generate the return shipping label through ShipEngine. It includes further setup options like-

Ship Engine Configuration

This setup option offers seamless ship engine configuration for merchants. If you’ve selected ShipEngine as your shipping channel, then you need to enter your API Key and click on the Validate Account button.

Ship 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 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.

4.5.11.Shiprocket Integration

ShipRocket Configuration

This setup option offers seamless ship engine configuration for merchants. If you’ve selected ShipRocket as your shipping channel, then you need to enter your API Key and click on the Validate Account button.

Note- You need to enter your product-based details clearly 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 to that, in order to setup 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 that 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 given and hit Save to continue.

4.5.12.API Setting Tab

Last tab of the plugin setup area is API Settings. This tab’s sole purpose lies in the API setup for the plugin 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, that includes-

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.

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 own website.

5.SMS Notification

With the implementation of this feature, the merchants and the customers can take advantage of staying upto. The merchants will be notified if any customer makes refund and exchange requests. Similarly, the customers will be notified when the refund and exchange request is accepted.

Settings Of This Feature,

5.1.Connection

Enable To Use SMS Notification For Refund And Exchange

The admins can enable this setting to kickstart the feature of the SMS notification for refund and exchange.

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.

Account Authentication Token

Utilize this field to enter the mentioned credentials on Twilio’s website.

Account Twilio Number

The admin has to “buy” a Twilio’s number for this feature to work efficiently. Just click on the mentioned link to do so.

5.2.Settings

Enable To Receive SMS Notification For Refund And Exchange From Customer

Merchants can enable this feature to receive messages when a customer makes a request for refund and exchange

Enter Phone Number To Receive SMS As A Site Owner

Enter the phone number on which, you’ll like to receive the message f

rom the customers.

Enable To Send SMS Notification For Refund And Exchange For Customer

Merchants can enable this feature for allowing the customers to receive messages when their refund and exchange requests are processed.

The customers can use the above-mentioned field in the mentioned formatt, to receive the messages.

6.RMA Report

This setting enables the admins to have insight into the returns, refunds, exchanges, and cancellations across the website. The analytics section will cover the complete overview of return & exchange activities that take place on your website.

There are sub-sections to this setting.

6.1.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.

6.2.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.

7.Multivendor Marketplace Extension Offered

Are you a WooCommerce store owner, who wishes to gear up your services or expand your reach in the market with multivendor store???

If yes, do not hesitate or think twice about the expansion, we’ll make sure everything goes on smoothly. WP Swings has one outstanding marketplace extension onboarded within their store i.e. RMA WCFM for WooCommerce.

The purpose of designing this solution is to make it easier for suppliers on an online marketplace like Amazon to process refund and exchange requests with all ease. The notable features of this plugin include—

Offers consumers with the alternative to return products for a refund or exchange.
Amounts reimbursed can be credited into customers’ eWallets.
Everyone is informed at every stage thanks to the automated mail system.
Refunds and exchanges always had an easy-to-use interface, which promotes customer confidence and entices them back to the online marketplace.

So, what are you waiting for…just transform your WooCommerce store to Multivendor one with RMA WCFM for WooCommerce today. The product documentation explains everything well in detail or you can schedule a personal demonstration of the product too.

8.Plugin Compatibilities

We have now made the Return, Refund & Exchange For WooCommerce PRO plugin completely interoperable with a variety of excellent plugins. All of these plugins that offer compatibility would add a sense of ease to your return, refund, and exchange order process carried out via plugin features.

Let’s get into the specifics of the plugin that define its purpose-

1. Compatibility with Ultimate WooCommerce Gift Cards

The RMA Management plugin is compatible with the WooCommerce Gift Cards and Gift Cards For WooCommerce Pro. Store admin can now provide refund functionality on gift cards to its users.But for the practical implementation users are required to fulfill two conditions i.e. the expiration period of the gift card shouldn’t be achieved and its usability should be equal to zero. The refund request for gift cards can be successfully initiated only if these conditions are satisfied by the user’s end.

2. Compatibility with WooCommerce Wallet System

This RMA Management plugin is compatible with the WooCommerce Wallet System Free. and Wallet System for WooCommerce PRO. It allows the admin to easily manage all the wallet functionality to one dedicated wallet system.

3. Compatible with Sequential Order Numbers for WooCommerce

The RMA WooCommerce plugin is fully compatible with WooCommerce Sequential Order Numbers Pro by SkyVerse and Sequential Order Numbers for WooCommerce by WebToffee.

You can quickly format the order numbers in your WooCommerce store thanks to this compatibility. The WooCommerce sequential order number plugins lets you format your old and new WooCommerce order numbers into a sequential or linear sequence. You don’t have to skip values when formatting your order numbers; you can use WT-01000-UK, WT-01001-UK, etc (such as 15, 37, etc).

4. Compatibility with Bookings For WooCommerce

WooCommerce refund plugin is now compatible with Bookings for WooCommerce and Bookings for WooCommerce Pro. The admins can enable the customers to utilize the RMA refund form for booking products as well. This makes the overall refund process convenient for both the merchants and customers.

9.WPML Compatibility

WordPress Multilingual i.e. WPML plugin in order to facilitate easy translations and localization within the plugin. It allows the admin to translate the word strings to all the languages that are supported by the WPML.

Yes, you can now effectively translate your plugin-based strings into the language of your choice. To begin the translation process, simply extract all of your plugin-based strings and then follow the steps below:

Click on WPML > Themes and Plugins Localization > Strings in the Plugin > WooCommerce RMA | Return-Refund-Exchange

Checkbox the plugin name and click on “scan selected plugin for strings”. The WPML extracts all the strings from that plugin.

From language switcher options, add the preserve URL arguments as order_id.

After this, click on the (+) plus sign to translate that string for the chosen language…

Write the translated version of that string.

Now, if the customer opts for Hindi from the option, they see the translated version of the string. Similar to this, the admin can translate all the strings (supported by WPML) and engage multilingual buyers.

10.Feedback and Suggestions

Don’t see a feature in the RMA Return Refund & Exchange for WooCommerce Pro plugin that you think would be useful?

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

11.FAQs

Is it possible that we can set the maximum number of days for refund and exchange product-wise?

Yes, we have this feature in our plugin admin can set the maximum number of days for the refund and exchange from the product edit page.

Can the admin put some customized refund & exchange policy according to the site on the refund & exchange form?

Yes, the admin can put customized refund & exchange policy by catching in WPSwings -> RMA Setting -> Refund/Exchange Tab ->> and enable the refund/exchange rules in the Appearance section and put the matter in the description box given as refund/exchange rule editor.

Can the admin add some fees for the refund & exchange process?

Yes, the admin can put some extra fees in the refund & exchange of a product by moving in WPSwings -> RMA Setting -> RMA Policies Tab >> & then set the Refund/Exchange include tax policies accordingly.

Is there any functionality to keep off the refund/exchange/cancel feature for an order to proceed via COD?

Yes, the admin can turn off the refund/exchange/cancel feature for such order by going through WPSwings -> RMA Setting -> General Setting -> Hide Refund, Exchange, Cancel Button For COD When in Processing Status.

Can the admin apply a minimum amount to restrict the customer to cancel their order?

Yes, the admin can apply the minimum amount cancel order functionality in the WPSwings -> RMA Setting -> RMA Policies Tab >> and set the cancel policies accordingly.

Can the admin set a form for the COD Orders to collect the customer bank details?

Yes the admin can collect the customer bank details in COD Orders by enabling the checkbox to Show Bank Details Field For Manual Refund from WPSwings -> RMA Setting -> General Setting.

Does ShipRocket operate with your RMA plugin?

Absolutely, Shiprocket is compatible with our RMA plugin. Please enter the username and password to configure and authenticate your account for this in the Plugin settings >> Integrations Tab >> Shiprocket Integration.

Where will the admin retrieve the ShipRocket API?

If the admin doesn't know the API login and password, they can access the Shiprocket integration by going to the Integrations tab and selecting it. From there, they can access the Obtain Api Information For Shiprocket Dashboard link. Alternatively, using the Shiprocket dashboard, the admin may set up an API account and password.

12.Helpful Resources!!!!

13.Case Study

WooCommerce RMA Case Study (No 44 Store)

WooCommerce Variation Master

August 3, 2018 by Musa Kazim Zaidi

1.Overview

WooCommerce Variation Master plugin allows the admin to display WooCommerce variations of variable products in an attractive format. WooCommerce Variation Master is an easy-to-use and configure. Admin can simply Export/Import the variation gallery images and color/image/text swatches for each WooCommerce variation product, along with the easy global setting features. It provides full control to modify the setting for each variation.

Admin can disable the color/image/text swatches for particular variations, show the stock alert messages, hide/show the attribute name, and change the color/images/text for a particular variable product.

Features of WooCommerce Variable Product:

These are some of the extra-ordinary features of WooCommerce Variation Plugin,

Admin can add multiple gallery images for each variation, color, and image swatches for attributes for WooCommerce variation product custom attributes.
Admin can use both ‘select’ and ‘color and image swatch’ combinations.
Easy WooCommerce import products for variation/ export for variation gallery images, attributes color and image swatches.
Enable and customize the stock alert message. Set the minimum quality for displaying the stock alerts.
Admin can determine the number of variations to be created on one request.
Variation wise color and image swatches customization.
Allow buyers to update variations on the cart.
Module-wise control of each feature from a single page.
Product Gallery Slider in the variable product.
Easy to change the variation of image size.
Gallery image slider on variable products.
WooCommerce Variation Swatches in Variable Product Update Cart Popup.
WooCommerce Variation Product Gallery Slider in Variable Product Update Cart Popup.
Product Gallery with two Layouts.
On the WooCommerce product Attribute swatch for display type will text along with image & color.
Hide Add To Cart button and Product Quantity from the shop page.
Add custom size to display the WooCommerce product attributes term thumbnail on the shop page.
Show/Hide variation button on related products.
Hide Add to Cart and Quantity fields from the shop page/related products.
The variation will be Crossed, when not available.
Settings to show only one attribute on the shop page.
Change the WooCommerce variation image on the mouse-hover event of attributes.

2.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:

Log into your WordPress dashboard.
Navigate to the Plugins menu and click on Add New.
Click on the ‘Upload Plugin’ button.
Click on the ‘Browse’ button and navigate to the downloaded ‘WooCommerce Variation Master’ zip file and click ok.
Most importantly, of course, you can install it by simply clicking Install Now.

Manual Installation:

The manual installation of the 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 webserver via your favorite FTP application.

The steps are as follows:

Extract the downloaded ‘WooCommerce Variation Master’ zip file.
Upload the WooCommerce Variation Master folder to the /wp-content/plugins/ directory.
Activate the ‘WooCommerce Variation Master’ through the ‘Plugins’ menu in WordPress.

3.WooCommerce Variation Swatches

This WooCommerce Variation Swatches plugin replaces the default variation color swatches selection of products with attribute term swatches. Here you’ve two options to display the variation swatches for WooCommerce store:

Manually: You can assign the attribute term text/image/color from the attribute edit page under product > Attributes > edit attribute and select the text/image/color you want to show instead of the default options in the dropdown.
Using Import / Export: You can import the text/color/images for all/selected attribute terms using our export/import feature.
To do this, you need to open the Variation Master > Import/Export tab and press the ‘export attribute’ button. You will get a CSV file with all of your attribute terms.
After editing the CSV file, browse the file location and import it via pressing the ‘Import Attribute’ button.
Afterward, please go to the Variation Master Setting > Enable Swatches setting and Use Attribute Terms Thumbnails.

3.1.Global Setting

To implement Global settings, you need to start with creating Global WooCommerce Product Attributes.

Navigate to the sidebar and click on Products > Attribute. Here you can create a new attribute and edit/delete previously created attributes.
To create a new attribute, fill out the required fields like Name, Slug, etc.
Lastly, click on the ‘Add Attribute’ tab.

After successfully creating an Attribute, click on a particular WooCommerce Product Attribute Name to Add Attributes terms.

To configure the terms you have to enter the Term Name, Term Slug, Description, and select the Display type. This plugin provides three types of display types, Image, Text, and Color.

And the last click on ‘Add New Term’, your Attribute Term is successfully created.

Now, you can add multiple ‘Attributes’ and ‘Attributes Terms’ according to your requirements.

After successfully creating attributes, you have to enable the plugin setting. Go to the dashboard, click on ‘Variation Master’ settings, and enable ‘Enable Swatches’ and ‘Use Attributes Terms Thumbnails’ settings.

After enabling these two toggle buttons, you can view the colored swatches variation of the product.

3.2.Per Product Setting

To enable the WooCommerce variation swatches product-wise, go to the product edit page on which you want to set the per product set. To enable the product-wise setting first you need to add attributes and their values by clicking on the WooCommerce Product ‘Attribute‘ tab.

And then click on the “Variation Swatches” tab after “Advanced” tab, from here admin can –

Disable the swatches for this variable product.
Change the label name for each attribute.
Select the display types to show attribute terms.
- Text/color/Image
- Default Global Select
Select the display size of attribute swatches.
- Pre Defined Size
- Default Global Size
- Custom Size
Hide the term display name.
Using attribute term (global) for each term.

Now click on the Display Type Image/Color/Text, select Display Name ‘Yes’ from the dropdown list and select the Display Size of attributes.

Now click on attribute terms, Here set the Display Type and related display settings of WooCommerce Product attributes.

⇒If select Attribute Display Type ‘Text‘ then enters text to show variation in attributes.

⇒If select Attribute Display Type ‘Color‘ then chooses a color to show variation in attributes.

⇒If select Attribute Display Type ‘Image’ then Select/Upload to show variation in attributes.

Enable the WooCommerce variation Swatches and last click on the ‘Save Changes‘ button.

Now you can see the per product variation swatches of the product.

3.3.Import Attribute CSV file

From here admin can download the .csv file for all existed attributes, terms and after editing the .csv file by providing the display type (0 if you don’t want to use the term, for now, 1 for images, 2 for color swatches and 3 for text), image URL and color code all you need to browse the edited file and press the import button.

Demo CSV file:

After importing.CSV file, you can check the changes applied to the attribute edit page of each term under the products tab of WooCommerce.

4.General Setting

Here we are introducing you, Global Settings of the plugin. If you don’t set the per product setting then this setting will work on all products.

4.1.Enable Variation Swatches for WooCommerce

Enable this toggle to use the amazing features of our plugin.

4.2.Show Color Variation Swatches over Shop/Archive/Category Page

Enable this feature to show WooCommerce Variation Swatches on Shop/Archive/Category pages.

Now, here you can see the variation color swatches on the shop page.

4.3.Display Show Variations Button and Hide Swatches

Enable this toggle to Display Show WooCommerce Variations Button And Hide Swatches on the Shop/Archive/Category page.

After enabling this feature, you can see the Hide Variations and Show Variations Button on the shop page.

4.4.Enable Variation Wise Gallery and Add Slider On Variation Featured Image

Enable this toggle to add the variation-wise gallery on the product detail page. It will help your customers to easily select a variation.

Click on the Enable Slider On Variation Featured Image toggle to use the slider on the variation feature image.

After successfully saving the setting, set the variation gallery images of a particular product.

Go to the product edit page.
Click on Variations > Add Variation Gallery Images.
Here you can add multiple images of your variable product.

At last, click on the Save Changes button.

Next up, you can see the variation gallery on the product detail page.

4.5.Enable Variation Update On Cart

Through this setting, you can allow your customer to change the variation on the cart page.

After adding this feature, your customer will see the update button on the cart page.

After clicking on the ‘Update’ button, a Popup will display where customers can see the Gallery Slider and Variation Swatches. It will allow them to easily update their variations and product quantity.

4.6.Show Attribute Term Label

Enable this feature to show the attribute text as Above Swatches, Over swatches, and Tool-tip.

If you select the Attribute Term Label as the Tooltip, you can see the attribute text like this:

4.7.Display border on selected swatch

Enable this feature to show the border on the selected WooCommerce Variation swatches.

Here’s how to appear on the frontend.

4.8.Attributes Terms Thumbnails Display Type

Set the display type of attribute terms thumbnails. There are three types of display types: Circle, Square, and Rectangle.

Note: This setting will work when the per-product setting is disabled.

Here you can see the attribute terms thumbnails are square format.

4.9.Attribute Terms Thumbnails Display Size for Product Detail Page

Set the ‘size’ of attribute terms thumbnails for the Shop Page. You can choose from the following four types of display sizes:

20px*20px
30px*30px
40px*40px
Other (This allows the admin to set the requested size of the thumbnail attribute)

4.10.Attributes Terms Thumbnails Display Type for Shop/Category Page

Attributes Terms Thumbnails Display Type for Shop/Category Page: Through this setting set the “size” of attribute terms thumbnails for Shop Page. Here we are providing four types of display size.

20px*20px
30px*30px
40px*40px
Custom size: This setting allow the admin to set the requested size of the thumbnail attribute.

4.11.Use Global Size Everywhere

Enable this toggle button to use the global size for all swatches and labels.

Note: When you enable the Global Setting, then the per-product setting of size doesn’t work.

4.12.Use Variation Featured Image

Enable this setting to use the variation feature image as a swatch image for the selected product.

Follow these steps to set the featured image for color swatches.

Go to the Product edit page > Variations.
Set the featured image for WooCommerce variation swatches.

Click on Variations and go to the Add Variation.
Click on ‘Go’ and fill all the required fields, and set a featured image.
Choose only those colors that are previously selected under the attribute section.

Enable the ‘Use Variation Feature image’.
Click on the ‘Save Changes’.

On the product detail page, you can see the variation swatches as the featured images.

4.13.Hide Add To Cart Button and Quantity from Shop

Click on the toggle to hide the Add to Cart button and Product Quantity from the shop/cart page.

On the front end, you can’t see the Add to Cart button and the Product Quantity of the product.

4.15.Show Single Attribute On Shop Page

This setting allows you to show a single attribute on the shop page rather than displaying all swatches attributes and change the variation image on the hover of attributes.

After the implementation, this is how it looks.

4.16.Cross Variation Setting

This plugin provides an option to show the cross mark on unavailable variation. For example, you can see the variety of blue colors are not available with the medium size then display the cross sign on that variation.

4.17. Number of Variations You Want to Create on One Request

This setting enables you to increase/decrease the number of batch counts for variation creation with available product attributes. By default, it is 50.

Follow these steps to edit the batch count number:

- Go to Variation Master > Global Settings > Number of Variations You Want to Create on One Request .
- Enter the number of variations .

Click on Save Changes.

To see the change you have made, go to edit or create any variation product. Navigate to the WooCommerce variations tab in the product data section.

Click on the Add Variation dropdown and select Create Variations for All Attributes.

A notification will appear reminding you of the number of variations that can be created.

4.18.Show Stock Alert for Variations on a Single Page

Enable this toggle button to show a stock alert for variations on a single page. You can add a custom message for a stock alert in the textbox and set a minimum stock quality to trigger the alert.

Here is how the stock alert appears on the front end.

5.WooCommerce Variation Gallery

Variation swatches for Gallery: Here we are providing two different layouts of the product variation gallery.

Gallery at Bottom
Gallary in Right Side

To set the variation gallery goto the edit page of a particular product click on variations > add variation gallery images. Here you can add the multiple images of your variable product and last click on the Save Changes button.

Finally, go to the ‘Global Setting’ of the plugin and enable the ‘Variation Wise Gallery’ setting and the ‘Slider on Variation Featured Image’ setting of the plugin. And click on the ‘Save Setting’ button.

After successfully enable the settings, you can see the product variation gallery in a selected layout.

6.Advance Settings

The advanced settings, include the social sharing setting that allows the merchants to enable the social share buttons for social media platforms like Facebook, Gmail, Twitter, and Whatsapp for customers to share variable product details on social sites.

6.3.Enable to Set Variation Swatches Text Font Size

With the WooCommerce Variations plugin, the admin can also enable this setting if he/she wants to control the swatches’ text font size on the single/ shop page. You can disable this setting if you want to go ahead with the default settings.

6.4.Swatches Font Size

WooCommerce product variation also enables the admin the enter the exact font size for the text, which will be shown over the swatches on the single/shop page.

7.Helpful Resources!!

6 Ways To Enhance Your Customers’ Experience With WooCommerce Product Variation

woocommerce

1.Overview

Watch Points and Rewards For WooCommerce Pro: Demo Video Part 2

Features:

2.How to Download the Premium Plugin?

3.Installation

4. General Settings

4.1.Signup Setting

4.2.Referral Setting

4.3.Comments Points Settings

4.4.Social Sharing Setting

4.5.Text Settings

4.6.Redemption Settings

4.7.Enable Customer Rank Setting

4.8.Enable First Daily Login Points Settings

4.9. Enable First Order Points Settings

4.10.Order Reward Point Settings

4.11.Subscription Point Settings

4.12.Points Round Off

4.13.Enable Birthday Points Settings

Front-end setting:

4.14.Points for selected user role only

5.Per Currency Points & Coupon Settings

5.1.Earn Points Per Currency Points Settings

5.2.Coupon Settings

Coupon Settings

1. Enable Points Conversion

Generate Coupons On Front-end

2. Redeem Points Conversion

3. Enter Minimum Points Required For Coupon Generation

4. Enable Custom Convert Point

5. Individual Use

6. Free Shipping

7. Coupon Length

8. Coupon Expiry After Days

FrontEnd Coupon Expiry:

9. Minimum Spend

10. Maximum Spend

11. Coupons Number Of Times Uses

6.Points Table

6.1.Reset customer points log

6.2.Assign Points on Previous Orders

6.3.Reset User Points

6.4.Option to Restict Users On Bulk

6.5.Option To Adjust Points

7.Points Notification Settings

7.1.Points table's Custom Points Notification Settings

7.2.Notifications Settings

7.3.Mail Template for Email Referral

2.Mail Notification for Coupon Referral

8.Enable Membership

9.Assign Product Points

9.1.Global Setting

9.2.Category wise Setting

9.3.Per Product wise Setting

10.Product Purchase Through Points

11.Points Expiration Notification

12.Others Setting

12.1.Use of Shortcodes

12.2.Shortcodes for Thank You Page

12.3.Point Sharing

12.4.Select Color Notification Bar

12.5.Shortcode for Cart Page and Checkout Page

12.6.Restrict Reward Points Settings

12.7.Display Total Earning Points

12.8.Point Tab Layout Setting

13.Order Total Points

14.User Notification Addon

15.API Settings

16.API Implementation

17. Gamification Settings

18.User Level & Badge

19.Validation, Notices, and WooCommerce Points and Rewards Log

20.Sorting of WooCommerce Points and Rewards Table

21.WPML Compatibility

22.Compatible with Currency Switcher for WooCommerce

23.Wallet System Compatibility

24.Compatibility with the Ultimate Gift Cards For WooCommerce Free and Gift Cards For WooCommerce Pro

25.Feedback and Suggestions

26.FAQs