Loyalty system rules
The Ellity loyalty system is about earning loyalty points (credits) and using them. It follows many rules which are explained in this article. Learn how you can earn points and how they can be redeemed later.
Changing settings
Once you have changed the settings in any section, press Save button
located at the bottom of each section.
Basic rules
Customers can earn points for every order they make.
To convert the value of the order into points, the system uses charging coefficients.
Example of earning points:
Bob buys for 1,000 CZK, meaning without the cost of shipping and payment.
You, as a merchant, have the charging coefficient set as follows:
1 credit = 100 CZK
So Bob gets 10 points for this order, which he can then use as a reward for his next purchase.
Calculation:
1000 CZK / coefficient 100 = 10 points
Similarly, when points are applied to the next order, the withdrawal coefficient
is used to calculate the discount from the points used.
Example of using points:
Bob has 10 points in his account that he earned from a previous order.
Now he wants to use these points as a discount on a new order.
As a merchant, you have set the drawdown coefficient as follows:
1 credit = 1 CZK
So Bob uses all 10 points and gets a discount of 10 CZK.
Calculation:
10 points * coefficient 1 = 10 CZK
You can set the charging and pumping coefficients in the Ellity console in the section
Settings - Loyalty system - Basic rules of the system.
Important
Only the product items of the order are used in the calculations.
Shipping and payment do not matter.
Foreign currencies
You set the coefficients separately for different currencies.
In the settings, you will always see the first two main currencies and the other currencies (if they are used in the e-shop) are hidden under the selection button on the last line, as you can see in the picture above.
Important
You set the coefficients separately for all currencies of your e-shop.
There is no recalculation according to the exchange rate, etc. The recalculation of the coefficient for other currencies is entirely under your control.
We recommend setting according to the average exchange rate for the period.
Example:
CZK: 1 credit = 24 CZK
EUR: 1 credit = 1 EUR
Levels
You can set the charging and pumping coefficients at several levels.
- Product
- Category
- Mark
- The default (global) level
At each of these levels, you can also set coefficients separately for customer groups. We discussed the default level in this article. It is located in the basic rules of the system. Other levels are discussed in advanced coefficients setting.
When are the points credited after the order is placed?
In most cases, it is desirable that the points from the order be credited to the customer's account as soon as possible. The earliest point crediting time is determined by the payment status of the order. It is a system rule and cannot be bypassed. In the e-shop, the order must be marked with the flag Paid. If the order is valid (not cancelled), points will be credited to the customer's account after payment.
In some business models, it is convenient to delay crediting points for an order for several days after creation. Moreover, after the expiration of these days, the order must be valid and paid for. For this purpose, here is the Deferred Charge rule.
For example, if you sell clothes and your customers like to return them to you within the statutory period, set for example 14 days or 30 days from the creation of the order. If the customer returns the order and you cancel it, the points will not be credited after 30 days and the customer cannot use them up.
Rules for drawing points on the order
The system contains two rules governing the use (withdrawal) of points. This is the minimum order value for redemption, which says what the minimum order value is (again excluding shipping and payment) for the customer to redeem their points.
The second rule is the maximum discount. With this rule, you can limit the maximum discount a customer can claim. Either in percentage or currency value.
You set both of these rules separately for each currency.
Rules of customer groups
The loyalty system also thinks about different groups of customers. You can enable or disable individual groups. Ellity can also work with unregistered customers. They can collect points from orders (and other actions) and can also apply a discount on their next order. Or you can exclude them from the system. You can read more about unregistered customers in this article.
Similarly, you can include/exclude customer groups. If the customer is in a prohibited group, the loyalty system will not be displayed after logging into the e-shop and he will not receive points or redeem them. The system does not exist for him. The customer group plays an important role in setting the charge and draw coefficients. You can learn more about them in advanced settings of coefficients.
Additional rules for earning points
Ellity gives you more ways to offer points to your customers.
You can reward your customers with points for the following:
- registration
- account anniversary
- holiday
- birthday
- review
- subscribe to the newsletter
Some of these rewards are set in the Validity and other points earning section . You simply set the value of points that the customer will get if the given event happens.
You set other rewards in separate integrations. For example, a reward for signing up for news via e-mail services, or points for a review, etc.
Holiday and birthday
In order for crediting for a customer's holiday or birthday to work, you must ensure that this information is present in your e-shop. If the customer has entered a name according to the calendar or his date of birth, the set points will be credited to his account on the day of the event.
Validity of points
It is advisable to limit the points earned. It is normally set to 1 year (365 days). Ellity allows you to easily set the validity of your points. You can also set an unlimited validity if you want.
Change of validity
The change in validity applies only to new recharges. The validity of accumulated points in the past remains unchanged. For a customer who has already earned points today, the new validity will be applied from tomorrow, otherwise immediately.
Other settings
You can name your credits in the additional settings section. Simply choose from the preset names or use your own. You must enter the custom name in three quantity values, due to inflection.
Example:
To name points as super points, enter this:
1 great point
2 great points
5 great points
There is also a price setting for calculating credits. Set the value with or without VAT according to the price settings in your e-shop. The settings must be identical, otherwise discounts and points will be calculated incorrectly.
Order filtering
Order filtering serves to exclude specific orders from the system. This is important both for charging and drawing on orders, as well as for invoicing, which is governed by the number of orders per month.
You can filter out orders that contain certain patterns in the email, shipping, or payment method. You can use star notation in values.
Sending emails
In the E-mails section , you can find sending e-mails to unregistered customers. This email contains the PIN for withdrawing credits. You can send this email using our template (you can send a preview) directly from the system, or you can use one of the email service integrations
Important
In order for non-registered customers to redeem their loaded points, they must know their PIN. This is the 4-digit unique number of the given customer. You must send this PIN to the customer. Without it, he will not be able to apply his points as a discount on the order. A registered and logged-in customer does not need a PIN.
If you want to have a preview of the PIN email sent to you, press the button next to the input field.
The e-mail will arrive at your account e-mail address.
🎉 And that's it, the rules of the Ellity loyalty system are messed up.