Installation

Never do anything directly on a live store. First setup and test on a development domain (i.e. “dev.url.com”).

Make sure that you set your Magento application to the developer mode.

Temporarily disable Magento cache

To avoid any possible issues with the installation we recommend disabling Magento cache before proceeding with the installation and re-enabling it once the install is complete.

1. Log in to your Magento admin
2. Go to System > Cache Management
3. Select “Select All” in the “Mass Actions” drop down
4. Select “Disable” in the “Actions” drop down and Click Submit
5. Once the page reloads log out of the admin

Upload Acx Reward Points extension

Using your favorite FTP client, upload all files and folders to the root folder of your Magento installation

Install Extension

1.  Enable Acx_Rewardpoints, Acx_RewardpointsBehavior, Acx_RewardpointsRule module. For how to enable magento 2 module follow this link.

Configure Reward Points

In order to config in the backend, please go to Admin Panel > Stores > Configuration > AGILECODEX.COM > Reward Points > General Configuration

General Configuration

• Enable: Set Yes to enable Reward Points Extension:
• Points Label: Let it empty if you want to show the default label ‘Points’
• Point Image: Upload point icon here
• Use Reward Policy Page: Set ” Yes” to show Reward Point Policy Page.

Earning Points Configuration

• Round Method: You can choose round down or round up to reduce or increase a number to the nearest whole number, or the nearest number ending in zero.
• Points expiry date: Set the date on which point can no longer be used.
• Approve earned points on invoice:/ Set Yes to allow points to be earned during invoice process.
• Approve earned points on shipment: Set Yes to allow points to be earned during shipping process.
• Maximum earning points per order: Set maximum points could be earned for each order. If empty or zero, there is no limitation.
• Allow to earn points from tax: Set yes to allow customer to earn point both from products and tax fee.
• Allow to earn points from shipping fee: Set yes to allow customer to earn point both from products and shipping fee.

Spending Points Configuration:

• Maximum spending points per order: The maximum spending points for each order. If empty or zero, there is no limitation
• Allow to spend points from tax: select yes or no to allow spend points from tax
• Allow to spend points from shipping fee: select yes or no to allow spend points from shipping fee.

Notification Settings:

• Email Sender: Choose sender here.
• Balance update email: When there are any changes, you can choose one of the email templates to send email notification for your customers.
• Before Points expire email: Notification email will be sent before point expiry date.
• Send notification before points expiring ( by day): Define how many days you want to send the notification before points expire in.
• Points Expired Email: Notification email will be sent on point expiry date.

Rule & Behavior Plugin Configuration:

• Enable: Set Yes to enable plugin
• Facebook API: Enter the facebook api key. You will get the key form https://developers.facebook.com/

Admin Panel - Reward Points Rates

Earning Rates

In order to config in the backend, please go to Admin Panel > Acx Reward Points > Earning Rate

Please choose “Add New Rate” to create new earning rate.

General Setting

• Rule Name: define name of your new point rate
• Description: You can add the description that shows the purpose of the rule, and explain how it is used.
• From: Set “From” date
• To: Set “To” date
• Customer Groups: choose customer groups here
• Priority: define number to set priority here
• Status: Choose active to enable rating

Action:

Points (X):

In this part, you can choose various earning rating types as below

• Give X points to customer: you can fix point given for product
• Give X points for every spent Y: For example: for example, “10 points for every $5 spent”
  • Points (X) = 10 points
  • Money Step (Y) = $5
• Give X points as product final price:
  • For instance, if you set points (X) = 30, it means that the customers get 30 points only when product price is equal or over $30
• Give X% points of original price: Give % according to product price.

• Points (X): Set number of given point here
• Money Step (Y): define how much money customer spend to get that points
• Maximum Points Earned: You can limit the number of points earned for each product
• Stop Further Rules Processing: Set Yes to let this point rating run first

Spending Rates

General Setting

In order to config in the backend, please go to Admin Panel > Acx Reward Points > Spending Rate

Please choose” Add New Rate” to create new spending rate.

• Rule Name: define name of your new point rate
• Description: You can add the description that shows the purpose of the rule, and explain how it is used.
• From: Set “From” date
• To: Set “To” date
• Customer Groups: choose customer groups here
• Priority: define number to set priority here
• Status: Choose active to enable rating

Action:

• Points (X): Set number of given point here
• (Y) Amount: define how much money customer spend to get that points
• Spend Minimum: You can limit the minimum number of points spend for each product
• Spend Maximum: You can limit the maximum number of points spend for each product

Admin Panel - Reward Points Rules

Earning Rules

Please go to Admin Panel > Acx Reward Points > Rules > Earning Rules

Go Add New Rule select “catalog”.

Earning Catalog Rule

General Information

• Rule Name: define name of your new point rate
• Description: You can add the description that shows the purpose of the rule, and explain how it is used.
• From: Set “From” date
• To: Set “To” date
• Customer Groups: choose customer groups here
• Priority: define number to set priority here
• Status: Choose active to enable rating

Action:

Points (X):

In this part, you can choose various earning rating types as below

• Give X points to customer: you can fix point given for product
• Give X points for every spent Y: For example: for example, “10 points for every $5 spent”
  • Points (X) = 10 points
  • Money Step (Y) = $5
• Give X points as product final price:
  • For instance, if you set points (X) = 30, it means that the customers get 30 points only when product price is equal or over $30
• Give X% points of original price: Give % according to product price.

• Points (X): Set number of given point here
• Money Step (Y): define how much money customer spend to get that points
• Maximum Points Earned: You can limit the number of points earned for each product
• Stop Further Rules Processing: Set Yes to let this point rating run first

Shopping Cart Rules

Please go to Add New Rule button of Earning Rule Page. Then select Cart.

General Information

• Rule Name: define name of your new point rate
• Description: You can add the description that shows the purpose of the rule, and explain how it is used.
• From: Set “From” date
• To: Set “To” date
• Customer Groups: choose customer groups here
• Priority: define number to set priority here
• Status: Choose active to enable rating

Earning Behavior Rules

Please go to Add New Rule button of Earning Rule Page. Then select Behavior.

General Information

• Rule Name: define name of your new point rate
• Description: You can add the description that shows the purpose of the rule, and explain how it is used.
• From: Set “From” date
• To: Set “To” date
• Customer Groups: choose customer groups here
• Priority: define number to set priority here
• Status: Choose active to enable rating

Conditions:

Events: there are some available events as follows. Select any of one to apply earning rules of rewards point.

1. Customer signs in
2. Customer signs up
3. Newsletter sign up
4. Customer writes a product's review
5. Customer birthday
6. Facebook Like
7. Facebook Share
8. Twitter Tweet
9. Google Like
10. Printerest Pin

Apply the rule only to customer attributes matching the following conditions.

Action:

• Points (X): Set number of given point here
• Maximum per day: You can limit the number of points earned per day
• Maximum per month: You can limit the number of points earned per month
• Maximum per year: You can limit the number of points earned per year

Notification

• Message in the rewards history: Enter reward history as notification message
• Message for customer notification email: Enter mail content to email as notification of rewards points.

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Spending Rules

Spending Catalog rule

Please select “catalog” from “Add New Rule” button

General Information

• Rule Name: define name of your new point rate
• Description: You can add the description that shows the purpose of the rule, and explain how it is used.
• From: Set “From” date
• To: Set “To” date
• Customer Groups: choose customer groups here
• Priority: define number to set priority here
• Status: Choose active to enable rating

Action:

Points (X):

In this part, you can choose various earning rating types as below

• Give X points to customer: you can fix point given for product
• Give X points for every spent Y: For example: for example, “10 points for every $5 spent”
  • Points (X) = 10 points
  • Money Step (Y) = $5
• Give X points as product final price:
  • For instance, if you set points (X) = 30, it means that the customers get 30 points only when product price is equal or over $30
• Give X% points of original price: Give % according to product price.

• Points (X): Set number of given point here
• (Y) Amount: define how much money customer spend to get that points
• Spend Minimum: You can limit the minimum number of points spend for each product
• Spend Maximum: You can limit the maximum number of points spend for each product

Shopping Cart Rules

Please select “Cart” from “Add New Rule” button

General Information

• Rule Name: define name of your new point rate
• Description: You can add the description that shows the purpose of the rule, and explain how it is used.
• From: Set “From” date
• To: Set “To” date
• Customer Groups: choose customer groups here
• Priority: define number to set priority here
• Status: Choose active to enable rating

Conditions:

Apply the rule only if the following conditions are met (leave blank for all products). You will get all cart attribute to create your custom condition.

Action:

• Points (X): Set number of given point here
• (Y) Amount: define how much money customer spend to get that points
• Spend Minimum: You can limit the minimum number of points spend for each product
• Spend Maximum: You can limit the maximum number of points spend for each product

Manage Points and Transaction

Earning Points

Please go to Admin Panel > Acx Reward Points > Points > Earning Points

In this section, it is very easy to add Product and give them the number of points as you want. All you need is choose the product & insert point number you want to give

Spending Product Points

Please go to Admin Panel > Reward Points > Spending > Product Spending Points

In this section, it is very easy to add Product and give them the number of points as you want. All you need is choose the product & insert point number you want to give.

In order to track customer’s transaction, please go to Admin panel > Acx Rewards Points > Transactions > Manage Transaction

In this part, you can track customer’s transaction status such as complete, processing, cancel

Manage Customer’s Points

This section allows you to track customer’ points. Please go to admin panel > Acx Reward Points > Reward Customers

Then, you need to choose desired customers you want to view and manage point information. Just click to edit button.

In this section, you can

• View customer’s point balance
• View customer’s spent points
• Add or subtract customer’s balance