What is a Spree loyalty program?

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SpreeCommerce Loyalty Points

• Adds Loyalty Points feature for your customers

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What is a loyalty program?

• Loyalty programs are structured marketing
  strategies designed to encourage customers to
  continue to shop at or use the services of
  businesses associated with each program which in
  turn results in increased revenue. A positive
  side-effect of loyalty programs is that your
  business gets word of mouth publicity to increase
  your customer base. Rewards are offered by the
  company to customers who frequently make
  purchases. A loyalty program may give a customer
  free merchandise, rewards, coupons, or even
  advance released products.

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Spree Loyalty Points Extension - Overview

• Loyalty Points extension allows customers to earn
  loyalty points on the basis of their purchases.
  Admin can also reward Loyalty Points to it's
  customers manually. Customer can use these
  loyalty points to pay for their future orders.
• This extension allows admin to create a new
  payment method Loyalty Points in the system.
  Once this payment method is created and active,
  it would appear on checkout screen and customers
  can use this payment method for payments.
• It also automates the awarding of loyalty points
  to customers based on the configuration done by
  admin and updating loyalty points based on the
  transactions on Spree Commerce platform.
• It allows only Loyalty Points payment method for
  making a purchase and does not allow the payment
  through other payment modes like cash, check,
  credit card etc.

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Installation

• In your Gemfile, add
• gem 'spree_loyalty_points'
• For Spree 2.1.x
• gem 'spree_loyalty_points', '1.0.3'
• At present this extention is not compatible with
  Spree 2.0.x
• Bundle your dependencies and run the installation
  generator
• bundle
• bundle exec rails g spree_walletinstall

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How it works?

• To add loyalty point feature, Spree admin needs
  to create "Loyalty Points" payment method
• Configuration -gt Payment Methods -gt New
  payment Method
• You need to select "SpreePaymentMethodLoyal
  tyPoints" as a Provider

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Spree admin need to make following settings on
Configuration page

• Set minimum amount of an order that should be
  spent by the customer to earn loyalty points - On
  the basis of this, it will be decided by the
  system whether loyalty points should be awarded
  for the order or not, based on the order value.
• Set number of loyalty points to be awarded per
  unit amount spent - On the basis of this
  configuration, number of loyalty points to be
  awarded are calculated based on the order value
  and per unit value defined. The loyalty points
  get added to the customers account which he can
  use in future purchases.

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• Ex. Suppose Admin set this value this value to 1,
  it means, Customer will receive 1 Loyalty Point
  on spending every 1 on this site. In order to
  receive loyalty points the payment should be done
  through some other mode like Credit card, Debit
  card, Cash, Check etc. No loyalty points are
  awarded for purchase done through existing
  Loyalty point balance
• Set minimum loyalty points balance required for
  redeeming - On the basis of this, Customer will
  be permitted to make a payment with Loyalty
  Points only if he/she has Loyalty Points balance
  more than the minimum loyalty points set by the
  Admin.

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• Set Loyalty Point to Amount conversion rate -
  This conversion rate converts the loyalty points
  into amount. This amount is displayed on the
  checkout screen with Loyalty Points balance.
• Set Time to award Loyalty Points after payment -
  Loyalty Points will be credited to the Customer's
  account on the basis of this set time period.
  This time period will be considered only after
  Customer makes the payment and Admin marks this
  payment "Capture".

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This field is provided to curb the misuse of the
Loyalty Points by the customers. So, we suggest
to set this time on the basis of the merchant's
"Return Policy".
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Admin can view list of the loyalty point
transactions by following below mentioned steps

• Go to Users Tab.
• Select the user account.
• Click on the Loyalty points Balance value.

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Admin can also credit/debit loyalty points to the
customers manually, by following below mentioned
steps

• Go to Users tab
• Select the User
• Click on Loyalty Points Balance value
• Click on "Update loyalty Points" to Credit/Debit
  Loyalty points.

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Loyalty Points and their respective money value
at the time of checkout.

• After setting mentioned configurations, Customer
  will be able to see this payment method on
  Checkout Page and can view details later on order
  detail page.

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His loyalty points transactions and order details.
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• View my points If a user wants to view his
  Loyalty Points balance he can go to My Account
  page.
• Changing system currency Loyalty Points can be
  set only for one operating currency at any time.
  If Admin wants to change currency for the App,
  he/she needs to reset Loyalty Points Settings by
  considering that currency.
• Cancelling order If Admin wants to "Cancel"
  order, He/She needs to "Credit" Loyalty Points
  manually into the Users account by following
  below mentioned steps

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Cancelling order

• Go to Users tab
• Select the User
• Click on Loyalty Points Balance value
• Select "Transaction Type" "Credit" from drop down
• Select respective "Order number" from "Order"
  drop down
• Click on "Update Loyalty Points"

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Return Authorization

• Return Authorization In case a user returns the
  shipped order by contacting Customer Care then to
  return the LP associated with the order admin
  needs to create a "New Return Authorization" and
  mention LP to be credited into User's account.
• Order's Page -gt Order Details Page -gt Return
  Authorization -gt New Return Authorization

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Update Loyalty Points in the system

• Loyalty Points will be awarded to the customer
  only after
• Admin captures the payment manually for his order
• "Time" set in Loyalty Point configuration has
  elapsed after capturing the payment.
• Add a Cron Job to run the following rake task to
  award Loyalty Points to customers who satisfy the
  above two conditions.
• bundle exec rake spreeloyalty_pointsaward

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Contributing

• Fork the repo.
• Clone your repo.
• Run bundle install.
• Run bundle exec rake test_app to create the test
  application in spec/test_app.
• Make your changes.
• Ensure specs pass by running bundle exec rspec
  spec.
• Submit your pull request.

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Testing

• Be sure to bundle your dependencies and then
  create a dummy test app for the specs to run
  against.
• bundle
• bundle exec rake test_app
• bundle exec rspec spec
• When testing your applications integration with
  this extension you may use it's factories. Simply
  add this require statement to your spec_helper
• require 'spree_loyalty_points/factories'
• You can access the code here. follow us on
  twitter for more updates.