Shoptet integration
Shoptet
Add-on installation
- Log in to your Shoptet administration
- On the left side of the administration click on "CONNECTIONS > Shoptet add-ons"
- Go to the "MARKETING" link, or type "Bonus System"
- Go to the add-on detail
- Click the green "Order & Install" button. The installation is successfully completed and you can proceed to the settings below
Add-on Settings
- The text of the green button will change to "Go to add-on settings". Click on it
- You will be redirected to the add-on settings
- Set the recharge and draw ratio, validity, customer groups, etc.
- To see how the add-on looks on your e-shop, click on the link in the settings, see picture 1
- At the moment the add-on is only visible to you
- To make the add-on also available to your customers, insert a payment card (Settings & Account)
- Activate the publication of the add-on by switching the visibility to "The loyalty system is visible to customers" see Figure 2
Information Page Settings
For your clients, we have prepared a basic page describing the bonus program. In this description, the credit values will automatically change according to how you set them up, and there is also additional information from the add-on settings.
Adding to a new e-shop article
Insert a new article into your e-shop
- Go to e-shop Administration
- Select Appearance & Content / Articles from the menu
- Click on the button Add Article
Enter, for example, Bonus System as the article title and enter the URL, for example, bonus-system
In the console, go to the system settings section Shoptet Information Page
Enter the same URL you entered in the article into the field Relative URL.
You can now preview the content of the information page by pressing the button with the eye icon next to the iframe field (but you must have an active add-on).
Next, copy the code containing the IFRAME element, either by selecting it and using the CTRL + C key combination or by clicking the copy icon (next to the text).
You insert this copied iframe code into the description of the article via the HTML editor. So it is necessary to insert it through the Tools - Source Code tab. DO NOT PASTE USING CTRL+V!
Save the article in Shoptet and you're done. If you have other requirements for the article, you can create it according to your own needs. Just enter its URL in the system settings so that when customers click on the links, they will be taken to your article describing the bonus system.
Elements of the system on the e-shop
The bonus system is displayed in several places on the e-shop depending on the supported template. The placement of the elements can be customized. If you have such a request, please feel free to contact our support.
- Product detail
- Basket
- Last step of the order
- Order Summary
- Thank you page
- Customer profile
- E-shop header (only on some templates)
Product detail
The product detail shows how many points the customer gets for that particular product or service. When the quantity changes, the credits are recalculated according to the specified coefficients. All ways of displaying variants (simple and tabular) are also supported. The element also contains a link to the bonus system information page, the settings of which you learned above.
Basket
The cart displays how many credits the customer will receive for the entire order. The display varies depending on the option, how the system treats unregistered customers. If they are not allowed, the information is displayed that they will receive points if they register to the e-shop with a link to register.
The most important element of the system is displayed in the last step of the order. Here customers can redeem their credits to discount their order. This element can be moved to the first step of the order if the e-shop has disabled support for unregistered customers. This move is a customization and please contact our support for it.
There is a reason for the placement on the last step. The bonus system identifies the customer by their email, which is only entered at the last step of the order. However, if the customer is logged in, they are already identified in the cart. So it is because of the unlogged-in customers that if you disable them, you can move the drawdown to the cart (our edit).
The element contains the customer's current account, as well as information about the points earned for that order and a field to enter the credits from which the order discount is calculated. The discount is internally made by applying a discount coupon (it is necessary to have discount coupons activated on the e-shop). Credits also cannot be combined with another discount coupon. In this case, the customer is informed at the appropriate places in the basket (entering the discount coupon or entering the credits).
The use of credits is different for registered and unregistered. If the customer is not logged in but has a registration, then after entering the email the system will notify them to log in if they want to draw their credits. Once the customer is logged in, the element looks as follows.
The customer enters the number of credits they want to redeem, presses the APPLY button and the system automatically creates and applies the discount coupon. The number of credits can be changed, or the redemption can be cancelled completely (by pressing the CANCEL button, which can be seen below). The system notifies the customer if the maximum discount, minimum order value for redemption, etc. is exceeded, according to the system settings.
For a non-registered customer, pumping is a little more complicated. In order to prevent unauthorized redemption (by a person who knows the customer's email), the UNregistered customer still has to enter the PIN that was emailed to him with the first order on your e-shop (he could not yet redeem on the first order because he did not have credits). The element looks like this.
It's similar to the above, but with the addition of a PIN field next to the Apply button. This PIN is sent to the customer on the first order using the following email template (if not sent via an external integration)
For example, after entering the credits to redeem, the element looks like this.
Order Summary
After creating and applying a discount coupon, the system transforms the information in the order summary and shows the customer information about the credits redeemed and their discount value. The order summary view is not supported by all templates. For example, it looks like this:
After the order is completed, an element is placed on the thank you page that informs the customer how many credits he/she may have drawn, what discount he/she had and how many credits he/she will get for the order after payment. For example, it looks like this.
Customer Profile
On his/her profile, the customer can see his/her account status and credit history (both earned and used);
Some templates include a system component in their header that shows the logged-in customer information about their account wherever they are in the e-shop. Example on the classic template.
The default appearance of the system elements may not suit your e-shop. Therefore, you can customize the style of the components on your own or you can contact our support to arrange changes that we would implement for you. These are usually major or minor changes to the styles, displaying in other places (pumping etc) or changing the component texts.
Component Language
The component texts are translated into several languages (CZ, SK, HU, EN, DE, PL, VI) and more are being added.
Shoptet API and synchronization
After installing the add-on, the bonus system uses the following endpoints and works with the following e-shop data:
- products with categories and tags
- orders
- customers
- invoicing details and other information about your e-shop
Changed and new products, categories, brands and informational data are automatically downloaded from the e-shop once a day at night. If you need more frequent synchronization, add the Shoptet Sync feature. Orders and new customers are downloaded to the bonus system immediately after they are created in the e-shop.>More frequent synchronization is useful if you change the offer in the e-shop during the day and need the changes to be reflected in the bonus system as quickly as possible. For example, you add new products to a category where you have set up a more favorable charging for customers and you want customers to charge at the correct rate on these products as soon as possible after the product is created.