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# Points System

### In this article:

1. [Introduction](#1-1-introduction)
2. [Enable points system](#1-2-enable-points-system)
3. [Ways to earn points](#1-3-ways-to-earn-points)
4. [Ways to redeem points](#1-4-ways-to-redeem-points)
5. [Set points earning and redemption rates (for basic members only)](#1-5-set-points-earning-and-redemption-rates-for-basic-members-only)
6. [Points return](#1-6-points-return)
7. [Manually manage points](#1-7-manually-manage-points)
8. [Notes](#1-8-notes) 

# 1. Introduction

In this article, you will learn how to set up points rewarding system in EasyStore. Points system allows your customer to earn points from their spending. With the points system, also helps you to increase customer stickiness and repeat purchases by allowing customers to use the point earned to redeem for discounts or rewards. In return, the more customers spend, the more they will be rewarded.

# 2. Enable points system

2.1 To get started, head to your [EasyStore admin panel](https://admin.easystore.co/) > Customers > Points and Membership > click the pencil icon beside __Point settings summary__.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_12r2s5f.png =800x137)

2.2 By default, point settings is disabled, click **Enable point setting** to start your points system.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_jnx0of.png =800x162)

2.2 **Give your points a name**, it can be something unique and different. For example if you're selling coffee beans, you can name it 'Beans'.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_19mstba.png =800x126)

# 3. Ways to earn points

Currently there are 3 ways customers can earn points.

* Make a purchase
* New sign up
* Celebrate a birthday

You can decide and set the methods by editing at __Point settings summary__.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_1r3dmdk.png =800x197)

### 3.1 Make a purchase

By default, system has enabled customers can earn points by making purchase. Click the pencil icon beside __Make a purchase__ to do the related settings.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_ns55ob.png =800x123)

3.1.1 **Enable** **point display settings** to let customers know how many points they can earning by purchasing this product.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_7u8142.png =800x289)

3.1.2 **Add** **excluded products** if there are certain products that you do not allow customers to earn points when purchasing it.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_wbuc3u.png =800x327)

3.1.3 **Enable** **status** to allow customers start earning points by making purchase, or temporarily disable it > **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_1x8lnzp.png =800x155)

### 3.2 New sign up

You can also give points to newly sign up customers to encourage customers sign up with you. This way you can retarget customers in the future. 

3.2.1 Click **Add way** button beside __Ways to earn point__.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_r4dscf.png =800x120)

3.2.2 Select **New sign up**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_mmtewe.png =800x173)

3.2.3 Set the **points to be given** > **Enable** or temporarily disable it > **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_1ripydj.png =800x130)

### 3.3 Celebrate a birthday

You can also give points to customers during their birthday month to make them feel privileged.

3.3.1 Click **Add way** button beside __Ways to earn point__.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_m7azmn.png =800x121)

3.3.2 Select **Celebrate a birthday**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_wvp7hr.png =800x173)

3.3.3 Set the **points to be given** > **Enable** or temporarily disable it > **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_1n565x9.png =800x128)

# 4. Ways to redeem points

4.1 By default system has enabled customers can redeem points at checkout. Click the pencil icon beside __Redeem at checkout__ to do the settings.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_1lbftfj.png =800x116)

4.2 Set the **minimum order amount that eligible to redeem points** (if any). For example, only orders above RM50 able to redeem their points.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_9um03n.png =800x170)

4.3 Set the **maximum order amount that can be paid by points**. For example, only 50% or RM20 of the order amount can be paid by points, whichever lower.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_1c1iv60.png =800x232)

4.4 Set the **points cooling period**, meaning after customers earned points, how long time they need to wait before they can apply the earned points on next order. You can choose no cooling period (immediately), 7, 14 or 30 days, start calculate from the date the order is paid.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_cnabwk.png =800x200)

4.5 **Enable status** to let customers start redeem points at checkout, or temporarily disable it > Save.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_zf0vjp.png =800x156)

4.6 This is how customers can redeem points at checkout.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_q1ids1.png =800x329)

| 💡Customers can also use points to redeem voucher. Find out how [here](https://support.easystore.co/en/article/redeem-vouchers-with-loyalty-points-70d0bu/).

# 5. Set points earning and redemption rates (for basic members only)

Since customers can now earn and redeem points by making purchase, you need to also set the earning and redemption rates. In this article we will be focusing on basic members only. Newly signed up customers will auto become your basic members before they upgrade to higher tier.

5.1 At [Points and Membership](https://admin.easystore.co/customers/points-and-membership) page click the pencil icon beside __Basic Member__ to start.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_7xum2p.png =800x129)

5.2 Set the points earning and redemption rates.

**Earning rate**: For each MYR 1 spent, how many points customers can earn
**Redemption rate**: How many points needed to redeem MYR 1

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_16xh8c2.png =800x244)

5.3 Set **points validity period**, meaning when will the points be expired after earned. You can choose 3, 6 or 12 months, starts calculate from the end of cooling period > **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_ll2d2r.png =800x147)

| 💡 You can set up a more rewarding points earning and redemption rates for higher membership tiers. Find out how [here](https://support.easystore.co/en/article/membership-system-coming-soon-1g1nkhj/).

# 6. Points return

Then you might be wondering, what if the orders that customers earned or redeemed the points have been cancelled or refunded?

### 6.1 Manual cancellation or refund

During manual cancellation or refund, you can tick **Point return** and choose whether you want to:

* **Clawback earned points** - deduct the earned points from customer's account
* **Reissue used points** - return the used points to customer's account

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_1tgqypj.png =400x185)

### 6.2 Auto cancelled orders

6.2.1 For earned points, system will auto clawback earned points.

6.2.2 For used points will follow your setting in Settings > Checkouts > Automated reissue used points for cancelled order.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_jf0jd3.png =800x115)

# 7. Manually manage points

In case you'd like to manually add points for customers, you can do it in customer's profile page.

7.1 Go to [Customers listing](https://admin.easystore.co/customers) > click into customer's profile > **click the points balance**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_19g7ehc.png =800x284)

7.2 Click **assign points**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_1eiy2lw.png =800x202)

7.3 Fill in **positive number to add** and **negative number to deduct** > include the **reason** > **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_13lnf6m.png =800x269)

7.4 Or you can **bulk assign points** at Customers listing > **select the customers** > **More Actions** > **Assign Point**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_z7w1h9.png =800x258)

7.5 Fill in **positive number to add** and **negative number to deduct** > include the **reason** > **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_onk04w.png =800x309)

# 8. Notes

### 8.1 Enable / disable points system

8.1.1 By disabling points system at step 2.2 above, the points will remain in customers' account however can not be used and not visible in all relevant pages below:

1. Points to be earned in **product page**
2. Points redemption card at **checkout page**
3. Points balance in **customers' account page**
4. Points balance in **customers' profile page in admin panel**

8.1.2 Once points system is enabled back, points will reappear in pages above and resume availability.

### 8.2 Points earning

8.2.1 Only points from **Paid orders** **will be earned**. If order is **Unpaid, points will be on hold**.

8.2.2 Customers **will not earn points from shipping fees** and order amount that paid using **points or credits**.

8.2.3 **Birthday points** will be auto added into customer's account on the **1st day of the birthday month**.

### 8.3 Points flow

Here's the full cycle of **points earning and redemption flow**:

1. Order is placed ➡️ Points are calculated and on hold
2. Order is paid ➡️ Points are earned (added into customer's account but can not use yet)
3. After cooling period (start calculate from the date order is paid) ➡️ Points ready to be redeemed
4. New order is placed using points to rebate ➡️ Points deducted from customer's account immediately
5. After expiry (start calculate from the end of cooling period) ➡️ Unused points will be expired

### 8.4 Points expiry

8.4.1 **Points expiry** always happens at **11:59pm** on the expiry date.

8.4.2 **Points can expire in stages**.

For example if customer's point balance is 150 points, the points might expire at different dates:

* 100 points earned on **1 April 2022** at 10am with **12 months expiry** will expire on **1 April 2023 at 11.59pm**.
* 50 points earned on **5 August 2022** at 8pm with **6 months expiry** will expire on **5 Feb 2023 at 11.59pm**.

8.4.3 **Changes** in points expiry will **not affect previously earned points**.

8.4.4 **Points expiry reminder** will be sent to customers **1 month before **the expiry.

### 8.5 Points return

8.5.1 If **points balance** in customer's account is **less than** the **points earned**, system is **unable to clawback points**.
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*⚠️ If changes were made to theme files* **customers/account.liquid** *or* **customers/order.liquid** *files before, please reset the files in Channels > Online Store > Edit source > templates.*