B2B Loyalty System for Oro Commerce by Exto

Transcription

1 B2B Loyalty System for Oro Commerce by Exto

2 Table of Contents B2B Loyalty System for Oro Commerce by Exto 1 Finalizing installation 3 Quick Start 3 A Tiered Loyalty Program With Discounts 3 A Loyalty Program With Points 3 Loyalty System 4 Configuring the Loyalty System 4 Tiered Memberships with Discounts 5 Viewing Tiered Memberships 5 Creating a Tiered Membership 6 Viewing a Tiered Membership 6 Editing a Tiered Membership 7 Deleting a Tiered Membership 7 Time-limited Discounts 8 Creating a Time-Limited Discount 8 Loyalty Program With Points 9 Initiating Customer Users 9 Customer User Rewards, Rewards Configuration 9 Customer User Rewards, Claims 10 Customer User Rewards, Permissions 10 Sales Orders 12 Viewing Applied Discounts 12 Managing Customers 13 Viewing a Customer's Loyalty Tier 13 Editing a Customer's Loyalty Tier 13 Viewing Applied Discounts 13 Viewing A Customer User's Loyalty Point Balance 13 The Customer's View 14 Loyalty Program Rewards 14 Loyalty Tier Discounts When Shopping 14

3 Finalizing installation In order to finalize the installation of the B2B Loyalty extension for Oro Commerce, please proceed with the following actions: 1) Copy files to /src folder 2) Run console command php app/console oro:migration:load --force 3) Run console command php app/console assets:install --symlink web 4) Run console command php app/console assetic:dump 5) Run console command php app/console oro:cron:definitions:load Quick Start The Loyalty System enables the creation of incentives for the following two types of users: - Customers (representing companies and divisions) can be offered a tiered loyalty program that applies discounts for tax and/or shipping. - Customer users (representing individuals) can be offered the opportunity to accrue loyalty points towards a personal discount. A Tiered Loyalty Program With Discounts The Loyalty System provides the tools to enable you to create specials associated with tiers. Customers can be contacted when they pass a tier threshold making the associated discount available. These discounts can be applied to the taxes, shipping, or a combination of these. You can define several tiers with thresholds or purchases tied to the tier entrance and link the tiers so that when one expires customers are automatically moved onto another tier. Currently, the Loyalty Points can be converted into dollars at the rate you set. The first step in this process is Configuring the Loyalty System. This is where you create the framework for the entire customer loyalty system. In particular, you configure the following settings for a tier-based loyalty system: - Enable Tiered Membership - use this to turn on tier-based loyalty system in which customers enter and leave tiers automatically based on purchases made. Tier entrance comes about in one of three ways. - Tiered Membership is Applied to - use this to assign how the tier discount is applied to customer purchases. - Membership Update Mode - use this to enable the automatic transition between tiers when one tier expires. If this is Manual, customer admins can change the tier in the customer's profile. - Customer Tier Change Notification - use this to trigger automatic s for customers informing them of tier changes in their profile. Next is Creating a Membership Tier. This is where you define the tiers in your customer loyalty system. If you define several tiers, you can have customers transition from one tier to another using the tier Expiration Date. You can then move onto Creating a Time-Limited Discount. These discounts can be tied to one or more tiers as well as a specific time frame. A Loyalty Program With Points Customer users will see a loyalty point balance in their accounts and purchases. This amount reflects both purchases and claims. The first step in this process is Configuring the Loyalty System. This is where you create the framework for the entire customer loyalty system. In particular, if you are offering loyalty points to customer users, you will set the following configuration settings: - Enable Customer User Loyalty Points - use this to turn on point earning for customer users, this will turn on the automatic accumulation of loyalty points which can be converted into rewards. - Customer User Loyalty Points Conversion Rate - use this to set the dollar value, in purchases, for the accumulation of points; the default value earns customer users one point for each dollar spent. - Show Users' Loyalty Point Balance For Customer Admin - use this to enable the viewing of individual customer users' loyalty point balance by customer admins. The next step is the creation of rewards described in Customer User Rewards, Rewards Configuration. And you can follow up by viewing reward claims.

4 Loyalty System When creating a loyalty system, a system-level, configuration framework needs to be in place. The Marketing section of the system Configuration includes Loyalty System Settings. You can create a custom framework for your customer loyalty program. You can run a tiered program without also including loyalty points; you can enable loyalty rewards without also implementing tiers. If you select a tiered membership option, you can select how the tier discounts are applied. Customers can be promoted or moved from tier to tier manually or automatically; automatic changes are further defined in the individual tiers. When customers are moved manually, the customer profile includes a field for assigning the customer to a selected tier. The customer tier change notification requires change tier notification templates created in the System Templates. Configuring the Loyalty System 1. From the main menu, choose System > Configuration. 2. Figure 01: Loyalty System Configuration Name Enable Tiered Membership Enable Customer User Loyalty Points Loyalty Points Accumulated At Turns customer membership in a tiered loyalty program on or off. The default setting is "Yes." Allows individual customer users to accumulate loyalty points. The default setting is "Yes." Allows setting the level at which reward points are accumulated. The conversion rate is set in Customer User Loyalty Points Conversion Rate. Options include the following: Organization level Branch level Individual level Tiered Membership Discounts Are Applied To Membership Update Mode Customer Tier Change Notification Customer User Loyalty Points Conversion Rate Show Users' Loyalty Points Balance for Customer Admin Sets where the discount is applied for the customer's purchase. Options include the following: Tax & Shipping Tax Shipping None Selects the method for updating membership. Options include the following: Manual - allows you to assign customers to a tier. Auto - the default mode, tiers are assigned based on the maximum eligible Threshold Turnover divided by Threshold Duration*. Auto mode does not allow assigning customers to tiers manually. Enables an automatic notification for customers when they change tiers. The default setting is "Yes." Requires templates and triggers. Sets the conversion rate at which the customer users accumulate points. The default is one point for each dollar spent. Displays a column in the customer administration area showing the customer's loyalty points balance. The default setting is "Yes." From the left menu bar, choose Marketing > Loyalty system > Settings. 3. Click Save Settings. * For example: during a 2 month window, a customer places orders for $7,000 total, this initially qualifies them for two Tiers: Tier 1: Threshold Turnover = $5,000 Threshold Duration = 60 days Threshold Turnover / Threshold Duration = Tier 2: Threshold Turnover = $3,000 Threshold Duration = 30 days Threshold Turnover / Threshold Duration = 100 In this scenario the customer would be automatically assigned to Tier 2, as the highest one.

5 Tiered Memberships with Discounts If you have selected Yes for the Enable Tiered Membership in the loyalty program settings, you've activated a tier-based loyalty system in which customers can enter and leave tiers automatically based on purchases made. Tier discounts are applied according to the selection for the Tiered Membership Discounts are Applied To (Tax & Shipping, Tax, Shipping, None). Tier entrance comes about in one of three ways: - When a customer is manually added to a tier. In this case, the Membership Update Mode must be set to Manual. The admin for the account assigns a tier in the customer profile. - When the customer purchases the item defined as the paid entrance product for the tier. In this case, the admin for the tier has defined a specific product as the Paid Tier Entrance for the Tiered Memberships. In this case, the Membership Update Mode must be set to Auto. - When the tier expires, customers are automatically transferred to the tier selected in the Tier Upon Expiration setting in Create Tiered Memberships. In this case, the Membership Update Mode must be set to Auto. With the addition of Notification Rules and the appropriate Template, admins can choose Customer Tier Change Notification and link the rules and templates to tier changes. Customers will, then, be notified when they enter a tier, change tiers, or a tier expires without a new tier. Viewing Tiered Memberships Figure 02: Tiered Memberships Column Name Title Threshold Is Paid Entrance Discount Rate Expiration Date Tier Upon Expiration Name of the membership tier. Threshold conditions for entering the tier. The item purchase required to enter the tier. The discount rate for the tier. The end date for the tier. Indicates the tier, if any, that customers transfer to on the expiration date. # of Customers Number of customers currently in the tier. Created at Date and time the tier was created. 1. From the main menu, choose Marketing > Loyalty System > Tiered Membership.

6 Creating a Tiered Membership 1. From the main menu, choose Marketing > Loyalty System > Tiered Membership. 2. Figure 03: Create a Tiered Membership Name Title Enable Threshold Threshold Turnover Threshold Duration Threshold Duration Period Paid Tier Entrance Discount Rate Expiration Date Tier Upon Expiration A unique name for the membership tier. Check box for activating the threshold options for the tier. A dollar value for entering the tier. A value for the number of Days/Months/Years during which the tier is available. Selects the period used in conjunction with the Threshold Duration for the tier. Options include the following: Days Months Years An item used to trigger the tier. The percentage rate of the discount available for the tier. Enter an integer value representing the percent discount. The date and time at which the tier expires. Destination tier for customers in this tier when it expires Click the Create Tiered Membership button. 3. Click Save and Close. Viewing a Tiered Membership 1. From the main menu, choose Marketing > Loyalty System > Tiered Membership. Figure 04: View Tiered Membership Details Hover over and choose View. Name Title Enable Threshold Threshold Turnover Threshold Duration Required. Each tier must have a unique name. Checkbox used to enable Threshold Turnover, Threshold Duration, and Threshold Duration Period. An integer value representing the minimum purchase for entering the tier. An integer value representing the length of the threshold validity.

7 Name Threshold Duration Period Paid Tier Entrance Discount Rate Expiration Date Tier Upon Expiration Sets the period for the Threshold Duration. Options include the following: Days Months Years Select the product associated with the tier. Enter an integer value for the discount rate. Select the tier expiration date. Select a tier for customers to move to after the current tier expires. Ensure you pick a tier with a later expiration date. 3. Editing a Tiered Membership 1. From the main menu, choose Marketing > Loyalty System > Tiered Membership. 2. Figure 05: Editing a Tiered Membership Name Title Enable Threshold Threshold Turnover Threshold Duration Threshold Duration Period Paid Tier Entrance Discount Rate Expiration Date Tier Upon Expiration Required. Each tier must have a unique name. Checkbox used to enable Threshold Turnover, Threshold Duration, and Threshold Duration Period. An integer value representing the minimum purchase for entering the tier. An integer value representing the length of the threshold validity. Set the period for the Threshold Duration. Options include the following: Days Months Years Select the product associated with the tier. Enter an integer value for the discount rate. Select the tier expiration date. Select a tier for customers to move to after the current tier expires. Ensure you pick a tier with a later expiration date Hover over and choose Edit. Deleting a Tiered Membership 1. From the main menu, choose Marketing > Loyalty System > Tiered Membership. 2. Hover over and choose Delete. 3. Click Yes, Delete to permanently remove the tier.

8 Time-limited Discounts Figure 07: Time-Limited Discounts List Column Name Title Loyalty Tier Value Start Date Stop Date Created At A unique name for the discount. The tier(s) associated with the discount. The value of the discount offered. The information can be in one of the following formats: Flat [Rate] Percent Start date for the application of the discount. End date for the discount. Date and time the discount was created. 1. From the main menu, choose Marketing > Loyalty System > Time-Limited Discounts. Creating a Time-Limited Discount Time-Limited Discounts allow you to create discounts for different tiers for different periods of time. You may, for example, run a discount for one week offering customers in one tier 5% off and, at the same time, run a different discount for another tier, offering $10 off for the next 3 days. 1. From the main menu, choose Marketing > Loyalty System > Time-Limited Discounts. Figure 08: Creating a Time-Limited Discount Click the Create Time-Limited Discount button. 3. Complete the configuration options for the discount and click Save and Close. Name Title Tiers Discount Type Discount Value Discount Currency Start Date End Date A unique name for the discount. Select the tier(s) associated with the discount. The type of the discount offered. The information can be in one of the following formats: Flat [Rate] Percent An integer value for the discount. If the Discount Type is Flat, this integer represents the value of the discount using the Discount Currency. If the Discount Type is Percent, this integer represents the value of the discount as a percentage. Select the appropriate currency used for a Flat [rate] discount. Select the starting date for the discount. Select the ending date for the discount

9 Loyalty Program With Points Initiating Customer Users The Marketing Loyalty System settings include the following four options that affect how you manage a point-based system: - Enable Customer User Loyalty Points - use this to turn on point earning for customer users, this will turn on the automatic accumulation of loyalty points which can be converted into rewards. - Loyalty Points Are Accumulated At - use this to choose what company level accumulates the points. The default value is Organization level. - Customer User Loyalty Points Conversion Rate - use this to set the dollar value, in purchases, for the accumulation of points; the default value earns customer users one point for each dollar spent. - Show Users' Loyalty Point Balance For Customer Admin - use this to enable the viewing of individual customer users' loyalty point balance by customer admins. Customer User Rewards, Rewards Configuration Figure 09: Customer User Rewards 1. From the main menu, choose Marketing > Loyalty System > Customer User Rewards. 2. Click the Create Customer User Reward button. Figure 10: Creating a Customer User Reward 3. Complete the configuration options for the reward and click Save and Close. Figure 11: Customer User Rewards Details

10 Name Title Image Points Value Short A unique name for the reward. An image representing the reward. An integer value for the points required to access the reward. A short description of the reward. A longer description of the reward with features for formatting, linking, and embedding content. 4. Review the customer reward. 5. To return to the grid with the Customer User Rewards, click the Customer User Rewards link. Customer User Rewards, Claims Figure 12: Customer User Reward Claims Column Name Status Customer User Name Customer User Customer Number Reward Title Reward Image Created At The type of the discount offered. The information can be in one of the following formats: New - A customer has claimed a reward. Complete - The claim has been processed, the points have been taken from the customer's point balance, and the reward has been delivered. Canceled - The claim has been canceled and the points returned to the customer's point balance. Returned - The claim has been canceled and the points returned to the customer's point balance. The name of the customer as it appears on their profile. The address of the customer as it appears on their profile. A unique customer ID. The name of the the reward. An image associated with the reward. The date and time the customer claimed the reward. 1. From the main menu, choose Marketing > Loyalty System > Claims. Customer User Rewards, Permissions Figure 13: User Reward Permissions 1. From the main menu, choose Marketing > Loyalty System > Permissions. 2. See the list of users assigned to view or edit their points balance and Click the Create Permissions button. Figure 13: Create Permissions

11 Name Customer Customer User Permission Required. Choose the Customer you d like to set up permissions for. Required. Choose the Customer User you d like to set up permissions for. Choose the type of permissions. Options include the following: View Eidt

12 Sales Orders Sales orders now include tier discounts in the Line Items and Totals section. Depending on how the tier system is set in the customer loyalty Settings, the discount in the Order Totals section will appear in one of the following arrangements: - After all tax and shipping costs have been applied - After the tax amount has been applied - After the shipping amount has been applied Figure 14: Sales Orders with Tier Discount Viewing Applied Discounts 1. From the main menu, choose Sales > Orders. Figure 15: Line Item Tier Discount Grid Settings 2. Click the Grid Settings button and select Discount.

13 Managing Customers Viewing a Customer's Loyalty Tier Figure 17: All Customers Showing Tier Membership 1. From the main menu, choose Customers > Customers. Editing a Customer's Loyalty Tier When the Membership Update Mode in the customer loyalty system settings is set to Manual, you can review customers and assign them to a specific tier. See Configuring the Loyalty System. 1. From the main menu, choose Customers > Customers. 2. Click Additional section title. 3. Figure 18: Customer Additional Detail for Setting the Customer's Loyalty Tier 3. Select a tier from the drop-down menu. Viewing Applied Discounts 1. From the main menu, choose Sales > Orders. 2. Figure 15: Line Item Tier Discount Grid Settings 2. Click the Grid Settings button and select Discount. Viewing A Customer User's Loyalty Point Balance The Customer Users details now include their assigned customer loyalty program tier. This information is available to and used by other platform elements. Figure 19: All Customer Users with Customer Loyalty Point Balance 1. From the main menu, choose Customers > Customer Users.

14 The Customer's View Loyalty Program Rewards Users with appropriate permissions can find their loyalty point rewards in their account profile. The grid shows the reward icon, short description, number of points required, and a button that indicates how many points are required for the reward. If the user is able to redeem a reward, the button indicates how many points will be transferred. If the customer user does not have sufficient points for a reward, the button is inactive and shows the number of points required to reach that reward. 1. Click Account. 2. Click Loyalty Rewards. 3. To redeem a reward, click the Redeem for n points now. The reward is added to the All Claims list on the Loyalty Rewards page in the Account profile. Figure 20 Customer User Claims Loyalty Tier Discounts When Shopping The customer can see their tier discount in the shopping cart. Figure 21: Tier Discounts on a Purchase Order