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User Guide: Loyalty Program
Page 1
Loyalty Program
Magento Extension
User Guide
Official extension page: Loyalty Program
Support: http://amasty.com/contacts/
Page 2
Support: http://amasty.com/contacts/
Table of contents:
1. Extension settings …………..…….………………………………………..… 3
2. Loyalty Program view in Customer account……………................ 4
3. Loyalty Program: Levels and rule creation…………….……………... 6
4. Loyalty Program: Individual Promotions…………………………..… 8
5. Loyalty Program: Order Subselection condition……..…………… 9
6. Loyalty Program: Conditions……………. ………………………………. 10
7. Loyalty Program: Membership Days condition……………….…….11
8. Loyalty Program: shopping cart price rule actions………….…….12
9. Loyalty Program: Discounts on particular product…………..…..13
10. Loyalty Program: Loyalty Program name on back and front
end……………………………………………………………………………………14
11. Shopping cart rules grid functionality………………………………….16
User Guide: Loyalty Program
Page 3
Support: http://amasty.com/contacts/
To manage the extension
settings please go to admin
panel -> System ->
Configuration -> Loyalty
Program
Name purchase statistics area in
Customer account
Name Loyalty Program Terms
and Conditions Header
Use images and rich html to
describe Loyalty Program Terms
1. Extension Settings
User Guide: Loyalty Program
Page 4
Support: http://amasty.com/contacts/
The name of Loyalty Program
Terms and Conditions Header
Images and rich html in Loyalty
Program Terms description
2. Loyalty Program view in Customer account
User Guide: Loyalty Program
Page 5
Support: http://amasty.com/contacts/
The name of purchase statistics
area in Customer account
2. Loyalty Program view in Customer account
User Guide: Loyalty Program
Page 6
Support: http://amasty.com/contacts/
Create Discount Program levels
using shopping cart price rules
Add unlimited number of
targeted Loyalty program offers
3. Levels and rule creation
User Guide: Loyalty Program
Page 7
Support: http://amasty.com/contacts/
Name the offer, Activate it
and specify Customer
groups and store views for
which it should be applied
Use coupons for rewarding loyal
customers
3. Levels and rule creation
User Guide: Loyalty Program
Page 8
Support: http://amasty.com/contacts/
Create Individual Promotions
based on such Customer
Attributes as email, TAX/VAT
number, ID or Last Name
4. Individual promotions
User Guide: Loyalty Program
Page 9
Support: http://amasty.com/contacts/
Use Order Subselection to
consider discount amount based
on customer purchase history
5. Order Subselection condition
User Guide: Loyalty Program
Page 10
Support: http://amasty.com/contacts/
Create Loyalty Program offers
based on Purchase History,
Order Subselection, Cart and
Customer Attributes
Combine conditions using
Product attribute combination,
Products subselection,
Conditions combination
6. Conditions
User Guide: Loyalty Program
Page 11
Support: http://amasty.com/contacts/
Use Membership Days customer
attribute to limit access to
discounts for guest customers
7. Membership Days condition
User Guide: Loyalty Program
Page 12
Support: http://amasty.com/contacts/
User Guide: Special Promotions
8. Shopping cart price rule actions
Use shopping cart price
rules to create any Loyalty
Program offer you want.
For detailed description of each
rule, please, visit Special
Promotions rule description
Page 13
Support: http://amasty.com/contacts/
Apply Loyalty Program deals to
particular products
9. Discounts on particular product
User Guide: Loyalty Program
Page 14
Support: http://amasty.com/contacts/
Give the name to discount, which
will appear at the checkout
10. Loyalty Program name on backend and frontend
User Guide: Loyalty Program
Page 15
Support: http://amasty.com/contacts/
Default rule label name on the
front end – specify the reason
why customers get discounts
10. Loyalty Program name on backend and frontend
User Guide: Loyalty Program
Page 16
With the extension you get several new columns at the
shopping cart price rules grid (admin panel -> Promotions ->
Shopping Cart Price Rules): Action (shows the action chosen
for the rule), Discount (shows the discount amount for the
rule), Stop (whether to stop rules processing after this rule).
It adds ‘Actions’ dropdown to the
grid. You can apply the actions
both to single and to multiple
rules right on the grid (explained
in more detail further on).
Also there’s new ‘Duplicate’ action, with the help of
which you can duplicate individual rules. It can be
very useful when you have several similar rules, this
way you will use the first rule as a template, which
will save you a lot of time with complex rules.
User Guide: Special Promotions
Support: http://amasty.com/contacts/
11. Shopping cart rules grid functionality
Page 17
Once you click the ‘Duplicate’
action link, you will get to the page
of the duplicate rule, where you
will be able to make the necessary
edits and save the new rule.
User Guide: Special Promotions
Support: http://amasty.com/contacts/
11. Shopping cart rules grid functionality
Page 18
‘Activate’ action lets you activate
any number of price rules.
Just pick the rules and click
‘Submit’ button next to the
‘Actions’ dropdown.
‘Deactivate’ action on the opposite enables
you to deactivate shopping cart price rule.
To make it work please take the same steps
as with the ‘Activate’ action.
User Guide: Special Promotions
Support: http://amasty.com/contacts/
11. Shopping cart rules grid functionality
Page 19
‘Top Priority’ action lets you raise priority of
any price rule (or a number of rules) to the
top. If you had some rules with 0 (zero)
priority before applying the action, these
rules would get downgraded.
‘Lowest Priority’ action vice versa
will help you quickly downgrade
rules to the lowest priority.
User Guide: Special Promotions
Support: http://amasty.com/contacts/
11. Shopping cart rules grid functionality
Page 20
‘Delete’ action lets you get rid of
unnecessary price rules. It can be used
for quick deleting of test/demo rules ,
rules that were created by mistake or the
ones you just don’t need anymore.
User Guide: Special Promotions
Support: http://amasty.com/contacts/
11. Shopping cart rules grid functionality
Thank you!
Your feedback is absolutely welcome!
Page 21
Support: http://amasty.com/contacts/
User Guide: Loyalty Program
Should you have any questions or feature suggestions, please contact us at:
http://amasty.com/contacts/

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Loyalty Program: Magento Extension by Amasty. User Guide.

  • 1. User Guide: Loyalty Program Page 1 Loyalty Program Magento Extension User Guide Official extension page: Loyalty Program Support: http://amasty.com/contacts/
  • 2. Page 2 Support: http://amasty.com/contacts/ Table of contents: 1. Extension settings …………..…….………………………………………..… 3 2. Loyalty Program view in Customer account……………................ 4 3. Loyalty Program: Levels and rule creation…………….……………... 6 4. Loyalty Program: Individual Promotions…………………………..… 8 5. Loyalty Program: Order Subselection condition……..…………… 9 6. Loyalty Program: Conditions……………. ………………………………. 10 7. Loyalty Program: Membership Days condition……………….…….11 8. Loyalty Program: shopping cart price rule actions………….…….12 9. Loyalty Program: Discounts on particular product…………..…..13 10. Loyalty Program: Loyalty Program name on back and front end……………………………………………………………………………………14 11. Shopping cart rules grid functionality………………………………….16 User Guide: Loyalty Program
  • 3. Page 3 Support: http://amasty.com/contacts/ To manage the extension settings please go to admin panel -> System -> Configuration -> Loyalty Program Name purchase statistics area in Customer account Name Loyalty Program Terms and Conditions Header Use images and rich html to describe Loyalty Program Terms 1. Extension Settings User Guide: Loyalty Program
  • 4. Page 4 Support: http://amasty.com/contacts/ The name of Loyalty Program Terms and Conditions Header Images and rich html in Loyalty Program Terms description 2. Loyalty Program view in Customer account User Guide: Loyalty Program
  • 5. Page 5 Support: http://amasty.com/contacts/ The name of purchase statistics area in Customer account 2. Loyalty Program view in Customer account User Guide: Loyalty Program
  • 6. Page 6 Support: http://amasty.com/contacts/ Create Discount Program levels using shopping cart price rules Add unlimited number of targeted Loyalty program offers 3. Levels and rule creation User Guide: Loyalty Program
  • 7. Page 7 Support: http://amasty.com/contacts/ Name the offer, Activate it and specify Customer groups and store views for which it should be applied Use coupons for rewarding loyal customers 3. Levels and rule creation User Guide: Loyalty Program
  • 8. Page 8 Support: http://amasty.com/contacts/ Create Individual Promotions based on such Customer Attributes as email, TAX/VAT number, ID or Last Name 4. Individual promotions User Guide: Loyalty Program
  • 9. Page 9 Support: http://amasty.com/contacts/ Use Order Subselection to consider discount amount based on customer purchase history 5. Order Subselection condition User Guide: Loyalty Program
  • 10. Page 10 Support: http://amasty.com/contacts/ Create Loyalty Program offers based on Purchase History, Order Subselection, Cart and Customer Attributes Combine conditions using Product attribute combination, Products subselection, Conditions combination 6. Conditions User Guide: Loyalty Program
  • 11. Page 11 Support: http://amasty.com/contacts/ Use Membership Days customer attribute to limit access to discounts for guest customers 7. Membership Days condition User Guide: Loyalty Program
  • 12. Page 12 Support: http://amasty.com/contacts/ User Guide: Special Promotions 8. Shopping cart price rule actions Use shopping cart price rules to create any Loyalty Program offer you want. For detailed description of each rule, please, visit Special Promotions rule description
  • 13. Page 13 Support: http://amasty.com/contacts/ Apply Loyalty Program deals to particular products 9. Discounts on particular product User Guide: Loyalty Program
  • 14. Page 14 Support: http://amasty.com/contacts/ Give the name to discount, which will appear at the checkout 10. Loyalty Program name on backend and frontend User Guide: Loyalty Program
  • 15. Page 15 Support: http://amasty.com/contacts/ Default rule label name on the front end – specify the reason why customers get discounts 10. Loyalty Program name on backend and frontend User Guide: Loyalty Program
  • 16. Page 16 With the extension you get several new columns at the shopping cart price rules grid (admin panel -> Promotions -> Shopping Cart Price Rules): Action (shows the action chosen for the rule), Discount (shows the discount amount for the rule), Stop (whether to stop rules processing after this rule). It adds ‘Actions’ dropdown to the grid. You can apply the actions both to single and to multiple rules right on the grid (explained in more detail further on). Also there’s new ‘Duplicate’ action, with the help of which you can duplicate individual rules. It can be very useful when you have several similar rules, this way you will use the first rule as a template, which will save you a lot of time with complex rules. User Guide: Special Promotions Support: http://amasty.com/contacts/ 11. Shopping cart rules grid functionality
  • 17. Page 17 Once you click the ‘Duplicate’ action link, you will get to the page of the duplicate rule, where you will be able to make the necessary edits and save the new rule. User Guide: Special Promotions Support: http://amasty.com/contacts/ 11. Shopping cart rules grid functionality
  • 18. Page 18 ‘Activate’ action lets you activate any number of price rules. Just pick the rules and click ‘Submit’ button next to the ‘Actions’ dropdown. ‘Deactivate’ action on the opposite enables you to deactivate shopping cart price rule. To make it work please take the same steps as with the ‘Activate’ action. User Guide: Special Promotions Support: http://amasty.com/contacts/ 11. Shopping cart rules grid functionality
  • 19. Page 19 ‘Top Priority’ action lets you raise priority of any price rule (or a number of rules) to the top. If you had some rules with 0 (zero) priority before applying the action, these rules would get downgraded. ‘Lowest Priority’ action vice versa will help you quickly downgrade rules to the lowest priority. User Guide: Special Promotions Support: http://amasty.com/contacts/ 11. Shopping cart rules grid functionality
  • 20. Page 20 ‘Delete’ action lets you get rid of unnecessary price rules. It can be used for quick deleting of test/demo rules , rules that were created by mistake or the ones you just don’t need anymore. User Guide: Special Promotions Support: http://amasty.com/contacts/ 11. Shopping cart rules grid functionality
  • 21. Thank you! Your feedback is absolutely welcome! Page 21 Support: http://amasty.com/contacts/ User Guide: Loyalty Program Should you have any questions or feature suggestions, please contact us at: http://amasty.com/contacts/