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2020
09-01

SUMO Reward Points

“SUMO Reward Points” Documentation by “Fantastic Plugins”

 

“SUMO Reward Points”

Created: 19/05/2015

Updated: 30/06/2020

Description:

SUMO Reward Points is a Complete WooCommerce Loyalty Points System. Reward your Customers for Account Sign Up, Purchasing Products, Referring Users to the Site, Writing Reviews, Creating Blog Posts, etc. The Earned Reward Points can be used to make discounts in future purchases. SUMO Reward Points supports Simple Products, Simple Subscription, Variable Products and Variable Subscription.

Features:

Ø Complete Reward Points System

  • Built on Top ofWooCommerce
  • Reward Points for Account Sign up, Product Purchase, Promoting the Products on Social Networks,Referring Users, Writing Reviews, Creating Blog Posts, Commenting on Blog Posts etc
  • Expiry Date for Points can beset
  • Separate Gateway for Redeeming RewardPoints
  • Redeeming of Points can be Restricted to certain Products orCategories
  • Minimum Cart Total For Redeeming Points can beset
  • Minimum Cart Total For Earning Points can beset
  • Maximum Points for Redeeming on Cart can beSet
  • Customers can be Prevented from Earning and Redeeming RewardPoints
  • Reward Points can be set Based on Member level and Earning PointsLevel
  • Customers can buy RewardPoints
  • Customers can buy Products usingPoints
  • Award points when user clicks alink
  • Customers can Exchange their Points forMoney
  • SMS notification to Users about the Reward Points Earned /

 

 

  • Log to monitor the List ofReferrals
  • Product Purchase Reward Points can be Nominated to other
  • Conversion Rate for Reward Points can beSet
  • Log of Events can be exported asCSV
  • Compatible with WooCommerce BookingPlugin
  • Compatible with Dynamic PricingPlugin
  • Compatible with SUMOSubscriptions
  • Compatible with SUMOMemberships
  • Extensive CustomizationOption
  • TranslationReady
  • WPMLCompatible
  • AndMore

 

Getting Started With SUMO Reward Points:

How to Install SUMO Reward Points?

  1. Login to your codecanyonaccount
  2. Go to DownloadsTab
  3. You will find SUMO RewardPoints
  4. Downloadzip (Please note the downloaded files will always be the latest version)
  5. Unzip sumorewardpoints.zip inside which you will find the Plugins files i.e.zip
  6. Install SUMO Reward Points i.e. rewardsystem.zip using WordPressDashboard
  7. Activate the Plugin

How to Upgrade to a newer version of SUMO Reward Points?

Please always test the new version in a testing site before you upgrade to the new version in your live site.

If you are using an older version and want to upgrade to the latest version of SUMO Reward Points then please do the following steps.

  1. Login to your codecanyonaccount
  2. Go to DownloadsTab
  3. You will find SUMO RewardPoints
  4. Download sumorewardpoints.zip (Please note the downloaded files will always be thelatest

 

 

version)

  1. Unzip sumorewardpoints.zip inside which you will find the Plugins files i.e.zip
  2. Deactivate and Delete the existing version of SUMO Reward Points in yoursite
  3. Installthe latest version of SUMO Reward Points e. rewardsystem.zip using WordPress Dashboard
  4. Activate the Plugin

Please note you will not lose any settings values, data etc by following the above steps.

Support

Please check the documentation a few times to get a good hold of the plugin as SUMO Reward Points is a Comprehensive plugin.

For support, feature request or any help, please register and open a support ticket on our site.

Upgrading to Sumo Reward Points V10.x or above from Older Versions:

 

If you are currently Using Sumo Reward Points Version 8.x or older and wish to Upgrade to

Sumo Reward Points Version 10.0 Please note the following

The existing user points has to be manually added to the reward points system after upgrading into 10.x or above. It can be done in two ways,

  1. Add pointsManually
    • Deactivate and delete the existing version of SUMO Reward Points
    • Install the New Version and Activate
    • Go to WooCommerce -> Sumo Reward Points -> Troubleshoot -> Click Here to Add Existing Points for User
    • Click Add Existing Points

Note: Each time when you click the button(Add Existing Points), the points earned from the older version(v8.x) will be added once again to the Users Account.

  1. Add Points by Exporting and Import the Current points throughCSV

Export the Current user points by clicking Export User Points button in Export User Points to CSV

option (Import/Export Points in CSV tab) in existing version(v8.x). A CSV File will be exported.

  • Deactivate and delete the existing version of SUMO Reward Points
  • Install the New Version and Activate
  • Import the CSV file using Import CSV for Version 0(Above 10.0) button innew

version(above 8.x).

  • Please find more information in below Add Points by Import/Export Points throughCSV

section

Add Points by Import/Export Points through CSV

 

  • Sumo Reward Points Version 0 Supports the feature of Points withExpiry.
  • So by Default the Current User points will with Infinite
  • If you want to set the Expiry date for the current User points do the followingsteps

i) Go to WooCommerce -> Sumo Reward Points -> Import/ Export Points in CSV

  1. Click on the Export User Points
  • A CSV File will be exported. It contains three fields. The first field contains the User name of the Usersand the Second field contains the current user points and the third field is the expiry date for the points. By default the expiry date will be
  • In the third Column of the CSV file you can set your own custom date. The date must be of the following

06/10/2015 12:18:38 PM UTC

Where

06  Month

10  Date

2015  Year

12  Hour

18  Minutes

38  Seconds

UTC – Time Zone

 

 

  1. Aftersetting the Expiry date, Import the updated CSV file using Import CSV for Version 0 (Above 10.0) button.

Note: If you face any issues in Sumo Reward Points Version 10.0 and wish to switch back to the older Version of the Plugin, Uninstall the Current Version and install the older Version. The older version of the Plugin can be found inside the Zip file you downloaded.

Work Flow of SUMO Reward Points

 

SUMO Reward Points Supports the following options,

  • Reward Points for AccountSign-up
  • Reward Points for ProductPurchase
  • Reward Points for CartTotal
  • Reward Points for ReferringUsers
  • Reward Points for SocialPromotion
  • Redeeming the EarnedPoints
  • Buying RewardPoints
  • Exchanging the Points forMoney
  • Nominating Other Users to Receive Reward Points
  • SMS Notification for Earning and Redeeming RewardPoints
  • Purchase the Product using Reward Points
  • GiftVoucher
  • Send Points toFriends
  • Rewards Points based onTax

Reward Points for Account Sign-up

  • TheUser creates an Account in the website using the WooCommerce Sign up Form in My Account
  • Reward Points will be awarded to the user who has Created the
  • RewardPoints will also be awarded to users who sign-up using the Wordpress Registration form.

Reward Points for Product Purchase

  • A User tries to Purchases a Product which Contains Rewards
  • TheReward Points associated with that Product will be awarded to the User when they complete the
  • Once the order status becomes completed, the reward points associated for the productwill

be added to the user account.

  • Ifa user want to cancel or refund the particular order, the reward points earned or redeemed with respect to the product will be

Note: If Admin tries to change the order status from Cancel or Refund to Completed, the revised reward points would not be added back to the User Account.

Reward Points for Cart Total

  • Ifuser adds the product(s) to cart, they will come to the earn points information based on the fixed points/percentage of cart total
  • Onceuser completed the order, points associated for that corresponding order will be added to the user

Note: Points will be awarded based on the order status settings configured in the plugin.

Reward Points for Referring users

  • AUser(Referrer) Generates the Referral link from their account and sends it to their Friend(Referred Person).
  • The Referred Person will receives the Referral
  • The Referred Person Signs up in the site by Clicking the Referral Link, The Referrer receives Referral Reward Points for AccountSign-up.
  • IfReferred Person makes the Product Purchase which contains Referral Reward Points, then the Referrer will receive Referral Reward Points for Product

Reward Points for Social Promotion

  • Reward Points will be awarded to User, when the Product has been liked on
  • Reward Points will be awarded to User, when the Product has been shared on
  • Reward Points will be awarded to User, when a Tweet is made on Twitter for that
  • The User will be awarded with Reward Points, when the User has made a Twitter
  • TheUser will be awarded with Reward Points, when the Product has been shared on Google+.
  • Reward Points will be awarded to User, when the Product has been liked on
  • The User will be awarded with Reward Points, when the User has made a Instagram

Note:

  1. Recalling feature is not available for Twitter Tweet, Twitter Follow, Google+, Instagram Share. Hence, when user clicks those buttons, points will be awarded
  1. Pointswill be revoked from the user account once the user unlike the  After that the user user can Like the product. But, points for Liking the respective product will not be awarded to that user.

List of Social Networks which supports Callback

 

Following social Actions supports Callback.

  • FacebookLike
  • FacebookShare
  • VKLike

Following Social Actions which doesn’t supports Callback.

  • Google+
  • TwitterTweet
  • TwitterFollow
  • InstagramFollow

Redeeming the Earned Points

  • A User will have Certain Reward Points Earned from a Product Purchased in the
  • The Earned Reward Points can be Redeemed by the User in Future
  • Oncethe Points has been Redeemed by the User for Product Purchase, the Redeemed Points will be reduced from the User
  • TheRedeemed Points and Current Reward Points will be displayed in the My Account

Buying Reward Points

  • The Buying Reward Points is used to buy the SUMO Reward
  • TheBuying Reward Points associated with that Product will be awarded to the User when they Complete the

Example: If user need certain reward points but the product purchase for reward points is not enough which the user needed, in this case if buying reward points has up to the user needed points, they can complete the purchase and earn reward points for product purchase and also buying reward points with respect to that product. Buying reward points is like a gift card.

Exchanging the Points for Money

  • AUser can Exchange their Reward Points for Money by filling the details in Cash Back Request Form.
  • AUser can use Payment Method either PayPal Payment by providing PayPal ID or Custom Payment
  • The Request Form will be submitted for Admin’s
  • Oncethe Site Admin has been Approved the Request Submitted by the User, a User will receive Money(for how much points they claimed for Money) to their

Nominating Other Users to Receive Reward Points

  • AUser can donate their Reward Points Earned from the Product Purchase to a Specific
  • Choose the Specific User from the list of users displayed in the Select Nominee
  • OnceUser selected a Particular User as Nominee, from then onwards the Points Earned by the User will be credited to the Nominee’s User

SMS Notification for Earning and Redeemed Reward Points

  • SMSNotification can be received via any one of the available SMS API’s either Twilio or

Purchase the Product using Reward Points

  • A User can Purchase the Product by using Reward Points they earned instead of
  • AUser can receive SMS Notification from the admin when they Earn and Redeem Reward
  • Supports with the SUMO Reward PointsGateway.
  • User cannot buy the product through Reward Points if they doesn’t have enough

Gift Voucher

  • A Gift Voucher contains Reward
  • Whena user tries to use a Gift Voucher, then the Reward Points associated for that Gift Voucher will be added to their

Send Points to Friends

  • In order to Send Points to Friends, Users need to fill the details in Request
  • TheUser can select the Person for the points to send from the list of person provided by the

site admin.

  • The Request Form will be submitted for Admin’s
  • Oncean admin approved the Submitted Form made by the User, the Reward Points entered by the User will be added to the Friend’s Account whose name is applied in the Request

Reward Points based on Tax

  • User will add certain products to the
  • The Reward Points will be calculated and displayed based on the Product
  • Oncethe order has been completed, then calculated points will be reduced from the User’s Account.

Example:

Consider the below scenario for Inclusive of Tax,

  • Product Price is $100 with 10%
  • ForApplying tax, the product price is $100 but the original price excluding tax is $90. User should have to pay $100.
  • Taxwill be calculated based on the Product Price and once the order has been completed, then calculated points will be reduced from the User’s
  • If $100 Product is added in the cart and try to redeem 100 points, then message will be displayas $100 worth of 100 points is redeemed but 90 points will be taken from the User’s Account($90 is the original price).

Consider the below scenario for Exclusive of Tax,

  • Product Price is $100 with 10%
  • ForApplying tax, the product price is $110 but the original price is $100. User should have to pay $110.
  • Taxwill be calculated based on the Product Price and once the order has been completed, then calculated points will be reduced from the User’s
  • If $100 Product is added in the cart(Price will be changed as $110 due to exclusive of tax) and try to redeem 110 points, then message will be display as $110 worth of 110 pointsis

redeemed but 100 points will be taken from the User’s Account($100 is the original price).

Setting Up SUMO Reward Points

 

We have separated our settings as Modules based System in our plugin. Using the Modules you can configure the settings as per your convenience. Please make a note that options configured in the plugin settings will work only for the activated module(s).

How to Rename SUMO Reward Points to your own brand name?

Go to WooCommerce – > SUMO Reward Points – > General – > General Settings

  • Enterthe text that need to be displayed in dashboard for SUMO Reward Points in Plugin Menu Display Name text
  • Save the

How to Rename SUMO Reward Points gateway?

Go to WooCommerce – > Settings – > Checkout – > SUMO Reward Points Gateway

  • Enter the gateway name to be displayed in Title text
  • Save the

How to configure the settings for the users to involve in SUMO Reward Points Program?

Go to WooCommerce – > SUMO Reward Points – > Advanced – > Advanced Settings

  • If you wish to give an option for users to involve in the Reward Points Program, then selectthe

Reward Points Program checkbox.

  • Save the

Note:

  • ForNew Users, they can have the option to involve in the Reward Points Program on the site during registration.
  • ForOld Users, they can have the checkbox to exit from the Reward Points Program on the account page. By default, it will be enabled for old

How to restrict the access to reward points menu based on User Role?

Go to WooCommerce – > SUMO Reward Points – > Advanced – > Reward Points Menu Restriction based on User Role

  • Enable User Role based Menu Restrictioncheckbox
  • A list of available user roles will be displayed in the
  • You can make use of the settings to restrict the access to reward points menu for correspondinguser

roles.

  • Save the

Cart Total based Earning Reward Points

Following are the settings which will give 1 points equivalent to 1$ when the user spends 1$ on the site. You can modify the settings as per your preference.

Go to WooCommerce -> SUMO Reward Points -> General -> Earning Points Conversion Settings

 

  • Set 1 points equals 1$ in the correspondingfield
  • Save thesettings

Note: You can modify the points and dollar as per your preferences.

Go to WooCommerce -> SUMO Reward Points -> General -> Redeeming Points Conversion Settings

 

  • Set 1 points equals 1$ in the correspondingfield
  • Save thesettings

Go to WooCommerce -> SUMO Reward Points -> Modules -> Product Purchase -> Product Purchase Reward Points Global Settings

 

  • Select Quick Setup in Product Purchase Reward Points radiobutton
  • Select Cart Total in Earning Points Type drop-downmenu
  • Select Enable in Earning Points based on Cart Total drop-downmenu
  • Select By Percentage of Product Price in Reward Type option and set 100 in Reward Pointsfield
  • Save the

Note:

 

  • You can modify the Reward Type and its value as per your
  • Points will be awarded to the users when the order status reached the status selected in Reward Pointsawarded when the order status reaches multi-search field[WooCommerce -> SUMO Reward Points -> General -> Reward Points Order Status Settings for Earning].

Product Purchase Reward Points

Points can be assigned to the products through two different types. They are,

1. Quick Setup [Global Level Settings will be enabled]

  1. Advanced Setup [Global, Category and Product Level will beenabled]
  2. QuickSetup
  • If you wish to set the points through globally, then select Quick Setup in Product Purchase Reward Points radio button.
  • If you wish to set the points to all the products in your site, then select All Products in Product Purchase Reward Points is applicable for drop-down menu. Select Enable in Global Level Reward Pointsdrop-down  Select Reward type as per your convenience and set the points accordingly. Save the settings.
  • If you wish to set the points to specific products in your site, then select Include Product(s) inProduct Purchase Reward Points is applicable for drop-down  Select the Products by searching the product name in Include Product(s) multi-search field. Select Enable in Global Level Reward Points drop-down menu. Select Reward type as per your convenience and set the points accordingly. Save the settings.
  • Ifyou don’t want to set the points to specific products in your site, then select Exclude Product(s) in Product Purchase Reward Points is applicable for drop-down  Select the Products by searching the product name in Exclude Product(s) multi-search field. Select Enable in Global Level Reward Points drop-down menu. Select Reward type as per your convenience and set the points accordingly. Save the settings.
  • If you wish to set the points to all the categories in your site, then select All Categories in Product Purchase Reward Points is applicable for drop-down menu. Select Enable in Global Level Reward Pointsdrop-down  Select Reward type as per your convenience and set the points accordingly. Save the settings.
  • If you wish to set the points to specific categories in your site, then select Include Categories inProduct Purchase Reward Points is applicable for drop-down  Select the category by searching the listed in Include Categories field. Select Enable in Global Level Reward Points drop-down menu. Select Reward type as per your convenience and set the points accordingly. Save the settings.
  • Ifyou don’t want to set the points to specific categories in your site, then select Exclude Categories in Product Purchase Reward Points is applicable for drop-down menu. Select the category by searching the listed in Exclude Categories Select Enable in Global Level Reward Points drop- down menu. Select Reward type as per your convenience and set the points accordingly. Save the settings.

2. Advanced Setup

  • Ifyou choose Advanced Setup, then Points will be assigned to the products based on the Priority Level[Product Level/Category Level/Global Level]

Priority level for the Reward Points is as follows, Product level

  • If SUMO Reward Points for Product Purchase option is enabled for the Product in Product leveland Points has been entered, then the Reward Points will be assigned to that

Category Level

  • IfSUMO Reward Points for Product Purchase option is enabled for the Product in Product level and no Points has been entered, it will look in to the Category level.
  • IfSUMO Reward Points for Product Purchase option is enabled and Points has been entered, then the Reward Points will be assigned to that

Global Level

  • If SUMO Reward Points for Product Purchase option is enabled for the Product in Productand

Category level but no points has been entered, it will look up in to Global level.

  • IfSUMO Reward Points for Product Purchase option is enabled in Global level and Points has been entered, then the Reward Points will be assigned to that

Note: If the Reward Points hasn’t entered for the Product in all the 3 levels, then the Reward Points

will be considered as 0 to that Product.

What is Product, Category and Global Level in SUMO Reward Points?

  • InSUMO Reward Points you can set the Reward Points in 3  They are ProductCategory

and Global level.

  • Reward Points can be set in Product Page will comes under the Productlevel.
  • Reward Points can be set in Product Category page will comes under the Categorylevel.
  • RewardPoints can be set in Global settings will comes under the Global level. How to Set Reward Points for an Individual Product?

Edit an Existing Product or Create a New Product,

  • Select Enable in Enable SUMO Reward Points for Product Purchase drop-downmenu

– Select Reward Type as Fixed Reward Points or Percentage of the Product Price

  • Enter the Points/Percentage Value in their correspondingfield
  • Update/Publish theProduct

Note: In order to display the above settings on the Product, Product Purchase Module should have to be Activated.

How to Set Reward Points to All Products at Once?

Go to WooCommerce -> SUMO Reward Points -> Modules -> Product Purchase -> Product Purchase Reward Points Bulk Update Settings

  • Select All Products in Products/Categories drop-downmenu
  • Select Enable in Enable SUMO Reward Points for Product Purchase drop-downmenu

– Select Reward Type as Fixed Reward Points or Percentage of the Product Price

  • Enter the Points/Percentage Value in their correspondingfield
  • Click Save and Update button to update thesettings

How to Set Reward Points for Selected Products?

Go to WooCommerce -> SUMO Reward Points -> Modules -> Product Purchase -> Product Purchase Reward Points Bulk Update Settings

  • Choose the Selected Products in Products/Categories drop-downmenu
  • Selectthe Products to set Reward Points by Searching the Product Name in Select Particular Products multi-search field
  • Select Enable in Enable SUMO Reward Points for Product Purchase drop-downmenu

– Select Reward Type as Fixed Reward Points or Percentage of the Product Price

  • Enter the Points/Percentage Value in their correspondingfield
  • Click Save and Update button to update thesettings

How to Set Reward Points for All Categories?

Go to WooCommerce -> SUMO Reward Points -> Modules -> Product Purchase -> Product Purchase Reward Points Bulk Update Settings

  • Select All Categories in Products/Categories
  • Select Enable in Enable SUMO Reward Points for Product Purchase drop-downmenu

– Select Reward Type as Fixed Reward Points or Percentage of the Product Price

  • Enter the Points/Percentage Value in their correspondingfield
  • Click Save and Update button to update thesettings

How to Set Reward Points for Selected Categories?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Product Purchase -> Product Purchase Reward Points Bulk Update Settings

  • Select the Selected Categories in Products/Categoriesoption
  • Select the Categories to set Reward Points in Select Particular Categories multi-searchfield
  • Select Enable in Enable SUMO Reward Points for Product Purchase drop-downmenu

– Select Reward Type as Fixed Reward Points or Percentage of the Product Price

  • Enter the Points/Percentage Value in their correspondingfield
  • Click Save and Update button to update thesettings

How to Set Reward Points for Social Promotion?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Social Reward Points -> Social Reward Points Global Settings

Points can be assigned to the products[Social Action] through two different types. They are,

1. Quick Setup [Global Level Settings will be enabled]

  1. Advanced Setup [Global, Category and Product Level will beenabled]
  2. QuickSetup
  • Ifyou wish to set the points through globally, then select Quick Setup in Social Reward Points radio button.
  • Ifyou wish to set the points for social actions to all the products in your site, then select All Products in Social Reward Points is applicable for drop-down menu. Select Enable in Enable SUMO Reward Points for Social Promotion drop-down menu. Select Reward type as per your convenience and set the points accordingly in their respective fields. Save the
  • If you wish to set the points for social actions to specific products in your site, then select Include Product(s) in Social Reward Points is applicable for drop-down menu. Select the Products by searching the product name in Include Product(s) multi-search field. Select Enable in Enable SUMO RewardPoints for Social Promotion drop-down  Select Reward type as per your convenience and set the points accordingly in their respective fields. Save the settings.
  • If you don’t want to set the points for social actions to specific products in your site, then select ExcludeProduct(s) in Social Reward Points is applicable for drop-down  Select the Products by searching the product name in Exclude Product(s) multi-search field. Select Enable in Enable SUMO Reward Points for Social Promotion drop-down menu. Select Reward type as per your convenience and set the points accordingly in their respective fields. Save the settings.
  • If you wish to set the points for social actions to all the categories in your site, then select All Categories in Social Reward Points is applicable for drop-down menu. Select Enable in EnableSUMO

 

 

Reward Points for Social Promotion drop-down menu. Select Reward type as per your convenience and set the points accordingly in their respective fields. Save the settings.

  • Ifyou wish to set the points for social actions to specific categories in your site, then select Include Categories in Social Reward Points is applicable for drop-down menu. Select the category by searching the listed in Include Categories Select Enable in Enable SUMO Reward Points for Social Promotion drop-down menu. Select Reward type as per your convenience and set the points accordingly in their respective fields. Save the settings.
  • If you don’t want to set the points for social action to specific categories in your site, then select ExcludeCategories in Social Reward Points is applicable for drop-down  Select the category by searching the listed in Exclude Categories field. Select Enable in Enable SUMO Reward Points for Social Promotion drop-down menu. Select Reward type as per your convenience and set the points accordingly in their respective fields. Save the settings.

2. Advanced Setup

If you choose Advanced Setup, then Points will be assigned to the products based on the Priority Level[Product Level/Category Level/Global Level]

In order to display the social icons on the Product page, then you have to enable it in Product level[Product Backend]

  • Createa New Product or Edit an Existing Product
  • Selectthe Product Data[Simple/Variable Product]
  • You can find the Social Reward settings in AdvancedSection
  • Select Enable in Enable SUMO Reward Points for Social Promotion drop downmenu
  • Select the Reward Type as per your wish and set the points accordingly in the respectivefields
  • Publish/Update theProduct

If you wish to set the points through Global settings,

Go to WooCommerce – > SUMO Reward Points  > Modules  > Global Settings for Social Reward Points

Enable the option in Product level[Product Backend], select the Reward Type and don’t give the points

Select Enable in Enable SUMO Reward Points for Social Promotion drop-down menu

Select the Reward Type as per your wish and set the points accordingly in the respective fields Save the settings

If you wish to set Social Reward Points for All Products at once in your site,

Go to WooCommerce – > SUMO Reward Points – > Modules – > Bulk Update Social Settings for Existing Products/Existing Categories

 

 

  • Select All Products in Products/Categoriesdrop-downmenu
  • Select Enable in Enable SUMO Reward Points for Social Promotion drop-downmenu
  • Selectthe Reward Type as per your wish and set the points accordingly in the respective fields
  • Click Save and Update button to update thesettings

How to Set Reward Points for Buying Reward Points and Social Promotion(Simple Product)?

  • Edit an Existing Product or Create a NewProduct
  • You can see Buying Reward Points and Social Promotion settings in Advancedoption
  • If you wish to provide the points for those 2 actions, then make use of theoptions
  • Update/Publish theProduct

How to Set Reward Points for Buying Reward Points and Social Promotion(Variable Product)?

  • Edit an Existing Product or Create a NewProduct
  • You can see Buying Reward Points and Social Promotion settings in Advancedoption
  • If you wish to provide the points for those 2 actions, then make use of theoptions
  • Update/Publish theProduct

How to Award Points based on the Discount made for the Cart?

By Default the Points for Product Purchase will be awarded to the user fully whether they apply a coupon to make discount or redeem the points.

If you want to enable the option of awarding the points based on the discount made in the order then go to Woocommerce -> SUMO Reward Points -> Modules -> Product Purchase Reward Points Restrictions

Select Calculate Reward Points after Discounts(WooCommerce Coupons / Points Redeeming)

checkbox

– Save the settings Working Scenario Price of Product a 100

Points for Product a 100

Price for Product b 50 Points for Product b 50 Coupon Worth 75

New Points for Product a 50 New Points for Product b 25

How to set Reward Points for Earning Points Conversion?

Go to WooCommerce – > SUMO Reward Points -> General -> Earning Conversion Settings

  • Set the Amount in dollar and Points in the Earning Points
  • EarningPoints Conversion gives the Points you will earn for each Dollar (or whatever currency set in WooCommerce) of Product
  • Conversion Settings is not applicable when you set the reward type as Fixed
  • Conversion Settings works only if you set the reward type as Percentage of Product

How to set Reward Points such that each dollar spent user will earn 1 Reward Point?

Go to WooCommerce – > SUMO Reward Points -> General -> Earning Conversion Settings

  • Set 1 in Dollar field and 1Point in the Earning Points
  • Save the
  • Edit a product or Create a newproduct
  • Select the Reward Type as Percentage of Product Price and Set the Percentage as

Note: If Coupons are applied in the cart, then point calculation will be based on the original Product Price by default. If you want to calculate points based on the discounted amount, then go to WooCommerce -> SUMO Reward Points -> Modules -> Product Purchase Reward Points Restrictions

Select Calculate Reward Points after Discounts(WooCommerce Coupons / Points Redeeming)

checkbox

  • Save thesettings

How to set Reward Points for Redeeming Points Conversion?

Go to WooCommerce – > SUMO Reward Points -> General -> Redeeming Points Conversion Settings

  • Set the Amount in dollar and Points in the Redeeming Points
  • Redeeming your Earned Points is based on Redeeming Conversion

Example:

  1. Let us say you have 200 reward points which you want to redeem and you have added products worth $20 in the
  2. Ifyour Redeeming Points is set to 100 and Redeeming Point Value in $ is set to 1 then you will get

$2 discount in your cart for the 200 reward points.

Note: Redeeming can’t be applied for Point Pricing Products.

How to enable the feature of Other Coupons should not be Used when Redeeming has been done?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Redeeming Points -> Redeeming Restriction

Select Prevent Coupon Usage when points are redeemed checkbox

– Save the settings

How to enable the option of automatically apply the available reward points when user adds a product to Cart?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Redeeming Points -> Redeeming Settings for Cart Page

Select Enable Automatic Points Redeeming in Cart Page checkbox

  • Save thesettings

How to Set the Text Position(Before/After) of Point Price?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Points Price -> Global Settings Point Priced Product

  • Select Enable in Point Pricing drop downmenu
  • Set the text as per your wish in Point Priced Product Identifer Labelfield
  • SelectAfter/Before in Point Priced Product Identifer Label Display Position drop-down  Text will display as per the option selected.

Note: Point Price settings will display at the Product backend, only when the Point Price option is

enabled in the Global Level.

Point Pricing can be assigned to the products through two different types. They are,

1. Quick Setup [Global Level Settings will be enabled]

  1. Advanced Setup [Global, Category and Product Level will beenabled]
  2. QuickSetup
  • Ifyou wish to set the point through globally, then select Quick Setup in Point Pricing radio
  • Ifyou wish to set the points to all the products in your site, then select All Products in Point Pricing is applicable for drop-down menu. Select Enable in Point Pricing Global Level Settings drop-down menu. Select Point Price type as per your convenience and set the points Save the settings.
  • Ifyou wish to set the points to specific products in your site, then select Include Product(s) in Point Pricing is applicable for drop-down menu. Select the Products by searching the product name in

Include Product(s) multi-search field. Select Enable in Point Pricing Global Level Settings drop-down menu. Select Point Price type as per your convenience and set the points accordingly. Save the settings.

  • If you don’t want to set the points to specific products in your site, then select Exclude Product(s) inPoint Pricing is applicable for drop-down  Select the Products by searching the product name in Exclude Product(s) multi-search field. Select Enable in Point Pricing Global Level Settings drop-down menu. Select Point Price type as per your convenience and set the points accordingly. Save the settings.
  • If you wish to set the points to all the categories in your site, then select All Categories in Exclude Product(s) in Point Pricing is applicable for drop-down menu. Select Enable in Point Pricing Global LevelSettings drop-down  Select Point Price type as per your convenience and set the points accordingly. Save the settings.
  • Ifyou wish to set the points to specific categories in your site, then select Include Categories in Point Pricing is applicable for drop-down menu. Select the category by searching the listed in Include Categories Select Enable in Point Pricing Global Level Settings drop-down menu. Select Point Price type as per your convenience and set the points accordingly. Save the settings.
  • If you don’t want to set the points to specific categories in your site, then select Exclude Categories in Point Pricing is applicable for drop-down menu. Select the category by searching the listed in ExcludeCategories  Select Enable in Point Pricing Global Level Settings drop-down menu. Select Point Price type as per your convenience and set the points accordingly. Save the settings.

2. Advanced Setup

  • Ifyou choose Advanced Setup, then Points will be assigned to the products based on the Priority Level[Product Level/Category Level/Global Level]

How to Set Reward Points for Points Pricing to purchase the Product with Points instead of Price? Product Level:

  • Create a New Product or Edit an ExistingProduct.
  • You can see the Point Pricing option in Advanced settings
  • Select Enable in Enable Point Pricing drop-downmenu.
  • Select Currency & Point Price or Only Point Price in Pricing Display Type drop-down
  • IfCurrency & Point Price is chosen, then the product can be purchased using Currency or Points. Set the Regular/Sales Price for the product and select the Fixed or Based on Conversion in Point Price Type drop-down
    • IfFixed is chosen, then fixed number of points has to be entered, so that the specified points will be redeemed from User’s account once they purchase the
    • IfBased on Conversion is chosen, then the number of points required to buy the product

will be calculated based on Regular/Sale Price of the Product and redeeming points conversion.

  • IfOnly Point Price is chosen, then the product should be purchased only using  Set the points in Points to Product field so that the specified points will be redeemed from the User’s account once they purchase the product.
  • Publish the

Note: Only Point Price Type can be set in Product Level only.

Category Level:

In order to Set Point Pricing in Category level,

  • Enable the Point Pricing in Product level and select Pricing Display Type as Currency & Point Pricing.Set the Regular/Sales price for the  Update the Product without providing any points.
  • Go to dashboard -> Products -> Categories -> Enable PointPricing
  • Select Enable in Enable Point Purchase for Product drop-down
  • Select Fixed or Based on Conversion in Point Price Type drop-down
    • IfFixed is chosen, then fixed number of points has to be entered, so that the specified points will be redeemed from User’s account once they purchase the
    • IfBased on Conversion is chosen, then the number of points required to buy the product will be calculated based on Regular/Sale Price of the Product and redeeming points conversion.
  • Save/Update the

Global Level:

In order to Set Point Pricing in Global level,

  • Enable Point Pricing in Product level and no points has to be
  • Enable Point Pricing in Category level and no points has to be

– Go to WooCommerce -> SUMO Reward Points -> Modules -> Points Price -> Global Settings Point Priced Product

  • Select Enable in Point Pricing Global Level Settings drop-downmenu.
  • Select Fixed or Based on Conversion in Point Price Type drop-down
    • IfFixed is chosen, then fixed number of points has to be entered, so that the specified points will be redeemed from User’s account once they purchase the
    • IfBased on Conversion is chosen, then the number of points required to buy the product will be calculated based on Regular/Sale Price of the Product and redeeming points

conversion.

  • Save the

How to Set Reward Points for Points Pricing for all Product at once?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Points Price -> Point Pricing Bulk Update Settings

  • Select All Products in Products/Categories drop-down
  • Select Enable in Enable Point Pricing drop-downmenu.
  • Select Currency & Point Price or Only Point Price in Pricing Type drop-down
  • If Currency & Point Price is selected, then it will take the Regular/Sale Price which is given in ProductLevel so that the product can be purchased using Currency or Points. Select Fixed or Based on Conversion in Point Prices Type drop-down
    • IfBy Fixed is chosen, then fixed number of points has to be entered, so that the specified points will be redeemed from User’s account once they purchase the
    • IfBased on Conversion is chosen, then the number of points required to buy the product will be calculated based on Regular/Sale Price of the Product and redeeming points conversion.
  • IfOnly Point Price is chosen, then the products should be purchased only using  Set the points in By Fixed Points field so that the specified points will be redeemed from the User’s account once they purchase the product.
  • Click Save and Update button to update the

Note: Select Currency & Point Price type only when all the products have Regular/Sale Price.

How to Set Reward Points for Point Pricing to Selected Products?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Points Price -> Point Pricing Bulk Update Settings

  • Choose the Selected Products in Products/Categories drop-downmenu
  • Selectthe Products to set Point Pricing by Searching the Product Name in Select Particular Products search
  • Select Enable in Enable Point Pricing drop-downmenu.
  • Select Currency & Point Price or Only Point Price in Pricing Type drop-down
  • If Currency & Point Price is selected, then it will take the Regular/Sale Price which is given in ProductLevel for the selected products so that the products can be purchased using Currency or Points. Select Fixed or Based on Conversion in Points Prices Type drop-down
  • IfBy Fixed is chosen, then fixed number of points has to be entered, so that the specified points will be redeemed from User’s account once they purchase the selected
  • IfBased on Conversion is chosen, then the number of points required to buy the product will be calculated based on Regular/Sale Price of the selected Product and redeeming points conversion.
  • If Only Point Price is chosen, then the selected products should be purchased only using Points.Set the points in By Fixed Points field so that the specified points will be redeemed from the User’s account once they purchase the selected
  • Click Save and Update button to update thesettings

Note: Select Currency & Point Price type only when the selected products have Regular/Sale Price.

How to Set Reward Points for Point Pricing to All Categories?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Points Price -> Point Pricing Bulk Update Settings

  • Select All Categories in Products/Categories drop-down
  • Select Enable in Enable Point Pricing drop-downmenu.
  • Select Currency & Point Price or Only Point Price in Pricing Type drop-down
  • IfCurrency & Point Price is selected, then it will take the Regular/Sale Price of the products which are under any of the available Category, so that the products can be purchased using Currency or  Select Fixed or Based on Conversion in Points Prices drop-down menu.
  • If By Fixed is chosen, then fixed number of points has to be entered, so that the specified pointswill be redeemed from User’s account once they purchase the product which are under any of the available
  • IfBased on Conversion is chosen, then the number of points required to buy the product will be calculated based on Regular/Sale Price of the Product and redeeming points
  • If Only Point Price is chosen, then the products under any of the available Category should be purchasedonly using  Set the points in By Fixed Points field so that the specified points will be redeemed from the User’s account once they purchase the product.
  • Click Save and Update button to update the

Note: Select Currency & Point Price type only when the products included in any of the Categories have Regular/Sale Price.

How to Set Reward Points for Point Pricing to Selected Categories?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Points Price -> Point Pricing Bulk Update Settings

  • Choose the Selected Categories in Products/Categories drop-down
  • Selectthe Category to set Point Pricing by searching category name in Select Particular Categories search
  • Select Enable in Enable Point Pricing drop-downmenu.
  • Select Currency & Point Price or Only Point Price in Pricing Type drop-down
  • If Currency & Point Price is selected, then it will take the Regular/Sale Price of the products underthe selected categories, so that the products can be purchased using Currency or  Select Fixed or Based on Conversion in Points Prices Type drop-down menu.
    • IfBy Fixed is chosen, then fixed number of points has to be entered, so that the specified points will be redeemed from User’s account once they purchase the products under the selected
    • IfBased on Conversion is chosen, then the number of points required to buy the product will be calculated based on Regular/Sale Price of the Product and redeeming points conversion.
  • IfOnly Point Price is chosen, then the products should be purchased only using  Set the points in By Fixed Points field so that the specified points will be redeemed from the User’s account once they purchase the product.
  • Click Save and Update button to update the

Note: Select Currency & Point Price type only when the products included in the selected Categories have Regular/Sale Price.

How to configure the settings when should revise the Referral Points earned from the Referred Person, if the Referred Person Account is deleted?

Go to WooCommerce -> SUMO Reward Points -> Modules -> Referral System -> Referrer Earning Restriction Settings

  • Makeuse of this option[Referrer should earn points only after the user(Buyer or Referral) is X days old], when Referrer should earn Referral Reward Points through the Referred
  • If Unlimited is selected in Referrer should earn points only after the user(Buyer or Referral)is X days old drop-down menu, then Referrer will earn points immediately when the Referred Person makes the purchase which contains Referral Reward Points.
  • If limited is selected in Referrer should earn points only after the user(Buyer or Referral) isX days old drop-down menu and Set X days in Enter Number of Days, then Referrer will earn Referral points when Referred Person reached the X
  • If you selected Shouldn’t be Revoked in If the Referred Person’s account is deleted, the ReferralPoints drop down menu, then the Referral Reward Points will not be revised from the Referrer Account[If Referred Person Account is deleted]
  • If you selected Should be Revoked in If the Referred Person’s account is deleted, the Referral Points drop down menu and Any Time in Applies for Referral account created drop down menu, then the Referral Reward Points will be revised immediately from the Referrer Account when Referred Person Account is
  • If you selected Should be Revoked in If the Referred Person’s account is deleted, the Referral Points drop down menu. Also if you select Within Specific number of days drop down menu and given X days in Number of Days field, then the Referral Reward Points will be revised from the Referrer Account, if you deleted the account with in the X days given in that field[Days calculate from registered in Site]. In case if you deleted the Referred person account after the X days exceeds, then the Referral points will not be revised from the ReferrerAccount.

How to Restrict/Ban Users From Using Reward Points?

Go to WooCommerce – > SUMO Reward Points -> General -> Reward Points Restriction Settings Earning Points

  • If you wish to Ban for certain users from Earning Points, then Enable the EarningPoints

checkbox.

  • Select to Ban the Users in Select the User(s) multi-search
  • Select to Ban the Users under a specific role in Select the Userrole(s) multi-search
  • IfEarning Points is Selected, then the Selected Users / Users Under Selected Role will not be able to perform the following
    1. Earn Reward Points for Purchasing a
    2. Earn Reward Points for Referral sign
    3. Earn Reward Points for Referral Product
    4. Redeem a Gift

Redeeming Points

  • If you wish to Ban certain users for Redeeming Points, then Enable the RedeemingPoints

checkbox.

  • Select to Ban the Users in Select the User(s) multi-search
  • Select to Ban the Users under a specific role in Select the Userrole(s) multi-search
  • IfRedeeming Points is Selected then the Selected Users /Users Under Selected Role will not be able to perform the following
  1. Redeem their Reward Points for discount in cart total.

Note: If you don’t want to show the My Rewards Table for Banned User/User Role in My Account Page, then

  • Select Redeem Points check-box in Reward Points Restriction
  • Ifyou wish to select by User, then select the user by searching their name in Select the User(s) multi-search
  • Ifyou wish to select by User Role, then select the user role by searching their roles in Select the Userrole(s) multi-search field.

How to Set Reward Points for Account Sign Up?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Action Reward Points -> Signup Reward Points

  • If you wish to provide reward points for account sign up to all users, then select All Usersin

Account Sign up Reward Points is awarded for drop down menu.

  • If you wish to provide reward points for account sign up only to referred users, thenselect

Referred Users in Account Sign up Reward Points is awarded for drop down menu.

  • Enter the Points in Account Sign up Reward Points
  • Save the

How to Set Reward Points for Account Sign Up After First Purchase?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Action Reward Points -> Signup Reward Points

  • SelectAll Users/Referred Users in Account Signup Reward Points is Awarded for drop down menu.
  • Select Award Account Signup Reward Points only after First Purchase

Note: In this case, Points will be awarded to the User only when they purchase the First Product.

Also Points will be awarded for Purchasing the Product too, only the Product contains Points.

  • If you have selected Prevent Product Purchase Reward Points for First Purchase

Note: In this case, Points will be awarded to the User only When they purchase the First Product. But Points will not be awarded for Purchasing the Product even though the Product contains Points.

  • Enter the Reward Points in Account Sign up Reward Points
  • Save the

How to Set Referral Reward Points for Account Sign up Instantly?

 

 

Go to WooCommerce – > SUMO Reward Points -> Modules -> Referral System -> Referral Sign up Reward Points

  • Select Instantly in Referral Account Signup Reward Points is Awarded drop down
  • Enter the points in Referral Reward Points for Account Sign up
  • Save the

How to Set Referral Reward Points for Account Sign Up After First Purchase?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Referral System -> Referral Sign up Reward Points

  • Select the Account Sign up Referral Reward Points after First Purchase
  • Enter the Reward Points in Referral Reward Points for Account sign up
  • Save the

How to Set Referral Reward Points for Account Sign up when Referred Person has purchased x number of orders successfully?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Referral System -> Referral Sign up Reward Points

  • SelectAfter Referred Person places Minimum Number of Successful Order(s) in Referral Account Signup Reward Points is Awarded drop down menu.
  • Enter the value in Number of Successful Order(s)
  • Enter the points in Referral Reward Points for Account Signup
  • Save the

How to Set Referral Reward Points for Account Sign up when Referred Person spent minimum amount in the Site?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Referral System -> Referral Sign up Reward Points

  • SelectAfter Referred Person spent Minimum Amount in the site in Referral Account Signup Reward Points is Awarded drop down
  • Enter the value in Minimum Amount to be Spent by the User
  • Enter the points in Referral Reward Points for Account Signup
  • Save the

How to Set Referral Reward Points for Product Purchase?

Points can be assigned to the products through two different types. They are,

1. Quick Setup [Global Level Settings will be enabled]

  1. Advanced Setup [Global, Category and Product Level will beenabled]
  2. QuickSetup
  • If you wish to set the points through globally, then select Quick Setup in Referral Product Purchase Reward Points radio
  • If you wish to set the points to all the products in your site, then select All Products in ReferralProduct Purchase Reward Points is applicable for drop-down menu. Select Enable in Global Level Referral Reward Points drop-down menu. Select Referral Reward type as per your convenience and set the points Save the settings.
  • If you wish to set the points to specific products in your site, then select Include Product(s) in Referral Product Purchase Reward Points is applicable for drop-down menu. Select the Products by searching the product name in Include Product(s) multi-search field. Select Enable in Global Level Referral Reward Points drop-down menu. Select Referral Reward type as per your convenience and set the points Save thesettings.
  • Ifyou don’t want to set the points to specific products in your site, then select Exclude Product(s) in Referral Product Purchase Reward Points is applicable for drop-down menu. Select the Products by searching the product name in Exclude Product(s) multi-search field. Select Enable in Global Level Referral Reward Points drop-down menu. Select Referral Reward type as per your convenience and set the points Save the settings.
  • If you wish to set the points to all the categories in your site, then select All Categories in ReferralProduct Purchase Reward Points is applicable for drop-down menu. Select Enable in Global Level Referral Reward Points drop-down menu. Select Referral Reward type as per your convenience and set the points Save the settings.
  • If you wish to set the points to specific categories in your site, then select Include Categories in Referral Product Purchase Reward Points is applicable for drop-down menu. Select the category by searching the listed in Include Categories Select Enable in Global Level Referral Reward Points drop-down menu. Select Referral Reward type as per your convenience and set the points accordingly. Save thesettings.
  • If you don’t want to set the points to specific categories in your site, then select Exclude Categories in Referral Product Purchase Reward Points is applicable for drop-down menu. Select the category by searching the listed in Exclude Categories Select Enable in Global Level Referral Reward Points drop-down menu. Select Referral Reward type as per your convenience and set the points accordingly. Save thesettings.

2. Advanced Setup

  • Ifyou choose Advanced Setup, then Points will be assigned to the products based on the Priority Level[Product Level/Category Level/Global Level]

Product level:

Edit an Existing Product or Create a New Product,

  • Select Enable in Enable Referral Reward Points for Product Purchase drop-downmenu

– Select Referral Reward Type as Fixed Reward Points or Percentage of the Product Price

  • Enter the Points/Percentage Value in their correspondingfield
  • Update/Publish theProduct

Note: In order to display the above settings on the Product, Referral System Module should have to be Activated.

Category Level:

In order to Set Referral Reward Points in Category level,

  • Enable the SUMO Reward Points in Product level and no points has to be
  • Goto dashboard -> Products -> Categories -> Enable Referral Reward Points for Product Purchase.
  • Select the Referral Reward Type as Fixed Reward Points or Percentage of ProductPrice.
  • Enter the Reward Points and Save the

Global Level:

In order to Set Referral Reward Points in Global level,

  • Enable the SUMO Reward Points in Product level and no points has to be
  • Enable SUMO Reward Points in Category level and no points has to be
  • Go to WooCommerce -> SUMO Reward Points -> Go to WooCommerce – > SUMO Reward Points -> Modules -> Referral System -> Global Settings for Referral Product Purchase Reward Points
  • Select Enable in Global Level Referral Reward Points drop-downmenu

– Select Referral Reward Type as Fixed Reward Points or Percentage of the Product Price

  • Enter the Points/Percentage Value in their correspondingfield
  • Save the

How to Set Referral Reward Points for All Products at once?

Go to WooCommerce -> SUMO Reward Points -> Modules -> Referral System -> Referral Product

 

 

Purchase Reward Points Bulk Update Settings

  • Select All Products in Products/Categories
  • Select Enable in Enable Referral Reward Points for Product Purchase drop-downmenu

– Select Referral Reward Type as Fixed Reward Points or Percentage of the Product Price

  • Enter the Points/Percentage Value in their correspondingfield
  • Click Save and Update button to update thesettings

How to set Reward Points for Product Review?

Go to WooCommerce -> SUMO Reward Points -> Modules -> Action Reward Points -> Product Review Reward Points

  • If you wish to restrict the reward points for a Product review to an individual user, thenenable

Restrict Product Review Reward Points to One Review per Product per User checkbox.

  • Set the Reward Points for Product Review in Product Review Reward Points
  • Ifyou want to restrict the user to get reward points for product review after they purchase the product then enable the Product Review Reward Points should be awarded only for Purchased User check-box.
  • Save the

How to set Reward Points for Creating Blog Post?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Action Reward Points -> Blog Post Reward Points

  • Ifyou wish to award points for creating a blog post in your site, then enable Blog Post Creation Reward Points 
  • Set the Reward Points in Blog Post Creation Reward Points
  • Save the

How to set Reward Points for Commenting on a Blog Post?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Action Reward Points -> Blog Post Reward Points

  • Ifyou wish to award points for commenting on a blog post in your site, then enable the Blog Post Comment Reward Points 
  • Set the Reward Points in Blog Post Comment Reward Points
  • Save the

How to set Reward Points for Creating a Product?

 

 

Go to WooCommerce – > SUMO Reward Points -> Modules -> Action Reward Points -> Product Creation Reward Points

  • Ifyou wish to award points for creating a Product, then enable Product Creation Reward Points 
  • Set the Points in Product Creation Reward Points
  • Save the

How to set Reward Points for Commenting on a Page?

Go to WooCommerce -> SUMO Reward Points -> Modules -> Action Reward Points -> Page Comment Reward Points

  • Ifyou wish to award points for commenting on a page in your site, then enable the Page Comment Reward Points 
  • Set the Reward Points in Page Comment Reward Points
  • Save the

How to Set Referral Reward Points for getting referred by the referrer?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Referral System -> Referral Sign up Reward Points

  • Select Enable in Enable Referral Reward Points for Getting Referred drop down
  • Enter the points in Reward Points for Getting Referred
  • Save the

How to Set Referral Reward Points for getting referred by the referrer after First Purchase?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Referral System -> Referral Sign up Reward Points

  • Select Enable in Enable Reward Points for Getting Referred drop down
  • Select Enable Reward Points for Getting Referred after first purchase
  • Enter the points in Reward Points for Getting Referred
  • Save the

Note: Please note that the reward points can be set for getting referred for product purchase which can be set in Product level, Category Level and Global Level. Points will be assigned to the products based on the priority. Priority has been explained previously for normal product purchase. Same procedure will be followed here to set the points.

How to set Reward Points for Using Payment Gateways?

 

 

Goto WooCommerce -> SUMO Reward Points -> Modules -> Action Reward Points -> Payment Gateway Reward Points Settings

  • Reward Points can be awarded for completing the order using Payment
  • Set the Reward Points for the Gateways you wish to award points in the corresponding
  • Save the

How to set Reward Points in Member Level?

  • Reward Points can be awarded based on Member Level and Earning Points

Go to WooCommerce – > SUMO Reward Points -> General -> Reward Points Earning Member Level Priority Settings

Priority Level Selection

  • Selectthe Priority Level Selection to choose whether to award points which gives the Highest Percentage or Lowest Percentage.

Go to WooCommerce -> SUMO Reward Points -> General -> Reward Points Earning Percentage based on User Role

Member Level Reward Points

  1. Ifyou wish to enable Member Level Reward Points, then enable the User Role based Earning Level

Checkbox.

  1. The List of User Roles will be displayed with a textbox to enter the
  2. IfCustom User Roles have been  For that also the User Role Percentage Text field will appear.
  3. The Percentage Entered will be used to calculate the Role Based reward

For Example

  1. Letus say a User with User Role Editor purchases a Product that will provide them 200 Reward points upon successful completion of the
  2. The Percentage of Reward Points for User Role Editor has been Set to50%.
  3. NowIf the User Purchases that Product they will be awarded with only 100 Points(50% of 200 is 100). Likewise Reward Points can be set based on User Roles

Go to WooCommerce -> SUMO Reward Points -> General -> Reward Points Earning Percentage based on Earned Points

 

Reward Points Earning Percentage by Total Earned Points/Current Available Points

 

 

Earning Points Level

  • Ifyou wish to enable Earning Points Level, then enable the Earned Points based on Earning Level 
  • Ifyou wish your user to earn points based on Current Points, then select Based on Current Points in Earned Points is decided drop down
  • Ifyou wish your user to earn points based on Total Earned Points, then select Based on Total Earned Points in Earned Points is decided drop down
  • Multiple Earning Points Level can be created by clicking the Add New Level
  • The Name of the Earning Level has to be entered in the Level Name
  • TheReward Point has to be Entered in Reward Points field which is used to calculate the percentage of Reward Points based on the
  • Percentage of Reward Points has to be entered in Reward Points Earning PercentageField which will be awarded to the user, When the User’s reaches the Points based on option selected in Select Earn Points based on.
  • Productcan be selected by searching in Free Product(s) option to provide a Free Product for reaching a certain
  • In each level the free products can be
  • Oncea user Reaches a Certain Level, the free product associated with that level will be added to cart when a user tries to make a
  • Ifthe User Doesn’t want the free Product they can remove it from the cart and the free products will be displayed below the
  • The User can add the Free Product to Cart Whenever they

Note: Do not add products which are enabled with Point Pricing for Free Products.

Example for Earning Points Level:

  1. Letus say we add an Earning Level Rule with Total Earned/Current Points has been set to 200 and the Percentage has been set to
  2. Untilwhen a User’s Total Earned/Current Points reaches 200, only 50% of the reward Points will be
  3. WhenMultiple Earning Points Level has been been created, by default the level with the highest Percentage will be used. If you wish to change this option. You can change in the Priority Level

Go to WooCommerce – > SUMO Reward Points -> General -> Member Level Message Settings

  • SuccessMessage can be customized in Message displayed for Free Products when product is added to cart field, When a free Product is added in the
  • TheMessage will be displayed in Cart Page, Checkout Page and Order page, when free product is added in the
  • Enterthe Caption for free Product and can be customized in Caption for Free Product Label in Cart
  • If you wish to display a message when a free product are added to the Cart, thenenable

Display Free Product Message in Cart and Order Details Page Checkbox.

User Reward Points

Go to WooCommerce – > SUMO Reward Points -> User Reward Points

  • TheUser Reward Points with a table will displayed which contains the details of all the users with their Username, Email Address, Total Points, Total Earned Points, Total Redeemed Points, Total Expired Points, log for the user, Edit Option for the 
  • The Log contains the details of how the reward points was earned, Points earnedand

redeemed for the purchase, Total Points and Date when the Purchase was made.

  • If you wish to edit the Total Reward Points for a user, click on the Edit Total RewardPoints

button and a text box with total reward Points for that user will appears.

  • Change the Points as per your Convenience and

How to Manually Add or Remove the Reward Points?

Go to WooCommerce – > SUMO Reward Points -> Add/Remove Reward Points

 

  • SelectAll user in User selection Type drop-down menu in which you can add or remove reward points manually for all the user registered in your
  • Select Include User in User selection Type drop-down menu in which you can add or remove points for the particular users by Selecting User by Username in Select to Include Username/Email
  • Select Exclude User in User selection Type drop-down menu in which you can add or remove points to selected users by Selecting User by Username in Select to Exclude Username/Email
  • Enter the Points that you wish to change for the user in Points to Update
  • Entera Description in Reason in Detail text  This will be displayed in the log for why the

changes in points have been made.

  • If you wish to add points, then select Add Points in Selection Type drop-down menu and if you wish to give expire points for the points which you add manually here, then make use of Expires on
  • If you wish to notify users for manually adding points, then select Enable to Send Email Notification for manually adding points The Email Subject and Message are customizable.
  • If you wish to resmove the points, then select Remove Points in Selection Type drop-down menu and click Remove Points

How to display Reward Points Message for Simple Product in shop and Category Page?

Go to WooCommerce – > SUMO Reward Points -> Messages -> Shop and Category Page Messages Settings

  • Ifyou want to display the Earn Reward Points message[Logged in Users] for simple product in shop and category page, then select show in Show/Hide Earn Point(s) Message for Simple Products – Logged in Users drop-down menu. If you don’t want to show, then select Hide
  • Ifyou want to display the Earn Reward Points message[Guests] for simple product in shop and category page, then select show in Show/Hide Earn Point(s) Message for Simple Products – Guests drop-down menu. If you don’t want to show, then select Hide 
  • EarnPoints Message for Simple Product can be customized in Earn Point(s) Message for Simple Products 
  • If you want to display the Earn Reward Points Message before the Product Price, then select beforeProduct Price in Position to display the Earn Points Message for Simple Products drop- down menu.
  • Ifyou want to display the Earn Reward Points Message to after the Product Price, then select After Product Price in Position to display the Earn Points Message for Simple Products drop- down menu.
  • Save the

How to display Purchase the Product with Reward Points Message for Simple Product in Single Product Page?

Go to WooCommerce – > SUMO Reward Points -> Messages -> Single Product Page Message Settings

  • If you want to display the Purchase the Product message[Logged in Users] in single Product page,then select show in Show/Hide Earn Point(s) Message as Notice for Simple Products – Logged in Users If you don’t want to show, then select Hide option.
  • Ifyou want to display the Purchase the Product message[Guests] in single Product page, then select show in Show/Hide Earn Point(s) Message as Notice for Simple Products – Guests  If you don’t want to show, then select Hide option.
  • Purchase Message can be customized in Earn Point(s) Notice Message for SimpleProducts

text field.

How to display Purchase the Product with Reward Points Message for Variable Product in Single Product Page?

Go to WooCommerce – > SUMO Reward Points -> Messages -> Single Product Page Messages

  • If you want to display the Purchase the Product message in single Product page, then select showin Show/Hide Earn Point(s) Message as Notice for Variable Products  Logged in Users drop-down menu. If you don’t want to show, then select Hide 
  • PurchaseMessage can be customized in Earn Point(s) Notice Message for Variable Products

text field.

How to display the Earn Reward Points Message for Simple Product in Single Product Page?

Go to WooCommerce – > SUMO Reward Points -> Messages -> Single Product Page Message Settings

  • If you want to display the Earn Reward Points message in single Product page, thenselect

show in Show/Hide Earn Point(s) Message for Simple Products drop-down menu.

  • EarnPoints Message for Simple Product can be customized in Earn Point(s) Message for Simple Products 
  • Ifyou want to display the Earn Reward Points Message to before the Product Price, then select Before Product Price in Position to display the Earn Points Message for Simple Products drop- down menu.
  • Ifyou want to display the Earn Reward Points Message to after the Product Price, then select After Product Price in Position to display the Earn Points Message for Simple Products drop- down menu.
  • Save the

How to display the Reward Points Message for Variable Product in Single Product Page?

Go to WooCommerce – > SUMO Reward Points -> Messages -> Single Product Page Message Settings

 

  • If you want to display the Earn Reward Points message in single Product page, thenselect

show in Show/Hide Earn Point(s) Message in Variation Level for Variable Products drop-down menu.

  • EarnPoints Message for Variable Product can be customized in Earn Point(s) Message for Variations of Variable Product 
  • Ifyou want to display the Earn Reward Points Message to before the Product Price, then select before Product Price in Position to display the Earn Points Message for Variable Products drop-down menu.
  • If you want to display the Earn Reward Points Message to after the Product Price, then select AfterProduct Price in Position to display the Earn Points Message for Variable Products drop- down menu.
  • Save the

How to Hide the Currency Value with respect to Reward Points displayed in Message Bar in Single Product Page?

Simple Product

Go to WooCommerce – > SUMO Reward Points -> Messages -> Single Product Page Message Settings

  • Removethe short-code ([equalamount]) in Earn Point(s) Notice Message for Simple Products

field.

  • Save the

Variable Product

  • Go to WooCommerce – > SUMO Reward Points -> Messages -> Single Product PageMessages
  • Removethe short-code ([variationpointsvalue]) in Earn Point(s) Notice Message for Variable Products 
  • Save the

How to Hide the Currency Value with respect to Reward Points displayed in Message Bar in Cart Page?

Go to WooCommerce – > SUMO Reward Points -> Messages -> Cart Page Message Settings

  • Removethe short-code ([carteachvalue]) in Earn Point(s) Message for each Product 
  • Removethe short-code ([totalrewards]) in Message for Total Points that can be Earned 
  • Remove the short-code ([userpoints_value]) in Available Reward Points Message
  • Save the

How to Hide the Currency Value with respect to Reward Points displayed in Message Bar in Checkout Page?

Go to WooCommerce – > SUMO Reward Points -> Messages -> Checkout Page Message Settings

  • Remove the short-code ([carteachvalue]) in Earn Point(s) Message for eachProduct
  • Removethe short-code ([totalrewardsvalue]) in Message for Total Points that can be Earned

field.

  • Remove the short-code ([userpoints_value]) in Available Reward Points Messagefield
  • Save the

How to Show/Hide the Earn Points Message for Variable Product in Shop Page?

Go to WooCommerce – > SUMO Reward Points -> Messages -> Shop Page Message Settings

  • Ifyou wish to show the Earn XX Points message for Variable Product in Shop Page, then select Show/Hide Earn Point(s) Message for Variable Products check-box. If you don’t want to show, then don’t select the check-box.
  • Save the

Note: If the product contains 3 various points for 3 variation, then by default Earn Points Message will display for First Created Variation.

How to Show/Hide the Earn Points Message for Variable Product in Single Product Page?

Go to WooCommerce – > SUMO Reward Points -> Messages -> Single Product Page Message Settings

  • Ifyou wish to show the Earn XX Points message for Variable Product in Shop Page, then select Show/Hide Earn Point(s) Message for Variable Products check-box. If you don’t want to show, then don’t select the check-box.
  • Save the

Note: If the product contains 3 various points for 3 variation, then by default Earn Points Message will display for First Created Variation.

How to choose the option were Earn Points cannot be earned when coupon is applied in Cart?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Product Purchase -> Product Purchase Reward Points Restrictions

  • Select Restrict Product Purchase Reward Points when WooCommerce Coupon isapplied

checkbox.

  • Save the

How to Show/Hide the Redeeming/Coupon field in Cart?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Redeeming Points -> Redeeming Restrictions

  • If you wish to display both Coupon and Redeeming field in cart, then select Display Bothin

Redeeming/WooCommerce Coupon Field display drop down menu.

  • Ifyou wish don’t want show the Coupon field in cart, then select Hide Coupon in Redeeming/ WooCommerce Coupon Field display drop down
  • Ifyou wish don’t want show the Redeem field in cart, then select Hide Redeem in Redeeming/ WooCommerce Coupon Field display drop down
  • Ifyou wish don’t want show the both Redeem and Coupon field in cart, then select Hide Both

in Redeeming/WooCommerce Coupon Field display drop down menu.

  • Ifyou wish to hide any one(Redeem/Coupon) of the field in cart when any(Redeem/Coupon) of the option is used, then select Hide one When use in Redeeming/WooCommerce Coupon Field display drop down
  • Save the

How to restrict Earning Points when using SUMO Reward Points Gateways is used?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Product Purchase -> Product Purchase Reward Points Restrictions

  • If you wish don’t allow to earn points when using SUMO Reward Points Gateway, then selectRestrict Product Purchase Reward Points when SUMO Reward Points Payment Gateway is used check-box.
  • Save thesettings

¾ How to configure the settings which would calculate the reward points based on Regular/Sale Price?

  • Go to WooCommerce – > SUMO Reward Points -> Modules -> Product Purchase -> Product Purchase Reward PointsRestrictions
  • Bydefault, Sale Price will be  If you wish to award points based on Regular Price, then select Regular Price in Calculate Reward Points for Product Purchase based on list box.
  • Save the

How to select the Products which is used to purchase using SUMO Reward Points Gateway?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Reward Points Payment Gateway -> SUMO Reward Points Payment Gateway Visibility Settings

  • Choose Visible for Selected Products/Categories in SUMO Reward PointsGateway is drop down menu.

¾ Select Product Purchase Using SUMO Reward Points Payment Gateway for Selected Product(s) check-box.

  • Select the Products by searching the Product name in Selected Products multi select
  • Save the

How to select the Categories which is used to purchase using SUMO Reward Points Gateway?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Reward Points Payment Gateway -> SUMO Reward Points Payment Gateway Visibility Settings

  • Choose Visible for Selected Products/Categories in SUMO Reward PointsGateway is drop down menu.
  • Select Product Purchase Using SUMO Reward Points Payment Gateway for SelectedCategory

check-box.

  • Select the categories by searching the category name in Select Category multi select
  • Save the

How to select the Products which is not used to purchase using SUMO Reward Points Gateway?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Reward Points Payment Gateway -> SUMO Reward Points Payment Gateway Visibility Settings

  • Choose Hidden for Selected Products/Categories in SUMO Reward Points Gateway isdrop down menu.

¾ Select SUMO Reward Points Payment Gateway is hidden for Selected Product(s) check-box.

  • Select the Products by searching the Product name in Select Product(s) multi select
  • Save the

How to select the Categories which is not used to purchase using SUMO Reward Points Gateway?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Reward Points Payment Gateway -> SUMO Reward Points Payment Gateway Visibility Settings

  • Choose Hidden for Selected Products/Categories in SUMO Reward Points Gateway isdrop down menu.
  • Select SUMO Reward Points Payment Gateway is hidden for Selected Categorycheck-box.
  • Select the categories by searching the category name in Select Category multi select
  • Save the

How to create an Account for Guests?

Go to WooCommerce – > SUMO Reward Points -> Module -> Product Purchase -> Guest Registration Settings

  • SelectForce Guest to Create Account before placing the order which contain Points associated Product check-box.
  • Save the

How to restrict the Referral System to User(s)/User role(s)?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Referral System -> Generate Referral Link Settings

Referral System- Generate Referral Link section, Referral Table and Refer a Friend form

  • Please make use of the option[Referral System of SUMO Reward Points is accessible by] to restrict the ReferralSystem
  • If you selected All users in Referral System of SUMO Reward Points is accessible bydrop down menu, then Referral System can be accessed by all users in the
  • If you selected Include User(s) and selected some user[s] in Select the Users for Providing access to Referral System multi search field, then Referral system will be accessed only to the selected
  • If you selected Exclude User(s) and selected some user[s] in Select the Users for Preventing access to Referral System multi search field, then Referral system would not get access for the selectedusers
  • If you selected Include User Role(s) and selected some user[s] in Select the User Role for Providing access to Referral System multi search field, then Referral system will be accessed only to the selected UserRole(s).
  • If you selected Exclude User Role(s) and selected some user[s] in Select the User Role for Preventing access to Referral System multi search field, then Referral system would not get access for the selected

How to Show/Hide the Referral Table in My Account Page?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Referral System -> My Referral Table Label Settings

  • If you wish to Show the Referral Reward Table in My Account Page, then select Showin

Referral Table drop down menu.

  • Save the

How to manage Referral Rewards Table?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Referral System -> Referral Reward Table

  • The Referral Rewards Table contains the count of Users referred by Each User and the Total Referral Points Earned by Each
  • The Referral table also displays the individual referral points earned by each
  • By clicking on the Referral Person Count the names of the referred person and their referral Points will be

How to set Status for Reward Points? Product Review

Go to WooCommerce – > SUMO Reward Points -> Modules -> Action Reward Points -> Product Review Reward Points

  • Select Approve in Status on which Reward Points for Product review should be awarded check-boxto give Reward Points for writing Reviews to the  If you wish to change this option select Unapprove.

Product Purchase Points

Go to WooCommerce – > SUMO Reward Points -> General -> Reward Points Order Status Settings for Earning

  • RewardPoints for the product Purchase will be awarded when the order status reached the status selected in Reward Points will be awarded when Order Status reaches multi-search field.
  • ByDefault Reward Points will be Awarded to the Users only when the Product Status has been Marked as Completed.
  • Multiple Status can be select from the list of status
  • Ifmore than one status is selected, Points will be awarded when the order reaches any one of the selected

Redeeming Points

Go to WooCommerce  > SUMO Reward Points -> Modules -> Redeeming Points -> Reward Points Redeeming Order Status Settings

  • Theredeeming reward points for the current order can be reduced from the user’s account based on Status selected in Redeemed Points will be deducted when the Order Status

 

 

reaches multi-search field.

  • ByDefault Pending Payment, Processing, on hold and completed will be selected in the
  • Multiple status can be select from the list of status option
  • Ifmore than one status is selected, Redeeming Points will be reduced when the order reaches any one of the selected
  • SUMO Reward Points remove points when order status redo back or

For example:

Completed is the status that you chosen apart from other status are excluded status, if status move from completed to anyone of excluded status then points will be removed.

SUMO Reward Points Payment Gateway

Go to WooCommerce – > SUMO Reward Points -> Modules -> Reward Points Payment Gateway -> SUMO Reward Points Payment Gateway Status Settings

  • The order status of placed order using Sumo Reward Payment Gateway is set basedon

Order(s) placed through SUMO Reward Points Payment Gateway will go to option.

For example:

  1. Ifyou save status as processing in this option, then after placing the order using Sumo Reward Payment Gateway the order status will be in
  2. Youcan manually select the status what ever you want for only Sumo Reward Payment

How to display a Form for Refer a Friend?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Referral System -> Refer a Friend Form Settings

  • Create a Form for Refer a Friend by using short-code[rs_refer_a_friend].
  • Enter the label for the Friend Name in Friend Name Label Text
  • Enter the label for the Friend Email in Friend Email Label Text
  • Enter the label for the Friend Email Subject in Friend Email Subject Text
  • The Friend Email Message is pre filled with the Referral link in Friend Email Message Text
  • If you wish to customize the message, you can customize and Send it to your
  • If Editable is selected in Allow User to Enter the Prefilled Message for Refer aFriend option,

then the user can modify the message as per their convenience. If Non-Editable is selected, then the user cannot be modified the message.

  • ChooseShow to display the I Agree field in Refer a Friend Form in Show/Hide I agree to the Terms and Condition Field 
  • Enter the Caption to be displayed for the I Agree field in I Agree Field LabelText
  • Enter the Caption to be displayed for the Terms and Condition Text in Text and ConditionLabel

Text Box.

  • The URL for the Terms and Conditions has to be entered in Terms and Conditions URL

How to send Email notification when user earn or redeem their reward points using Email Template?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Email -> Email Template Settings

  • You can Create a new Template or modify the Existing
  • Email Template Uses Some of the Shortcodes in the Email Message
  • Emailnotifications can be sent to the users whenever they have Earned or Redeemed their Points.
  • 1) {rssitelink} – Inserts the Cart link to the Email Message
  • 2) {rsfirstname} – Inserts the First Name of the Reciever in the mail Message
  • 3) {rslastname} – Inserts the Last Name of the Reciever in the mail Message
  • 4) {rspoints} – Inserts the User Points in the
  • Set a name for your Email Template in Temple Name You can have Multiple Email at the sametime.
  • Select Activated or Deactivated in Template Status drop-down
  • Mailcan be sent Either one time or Every Time based on the needs which will be set in Send Mail 
  • Emailcan be sent to the Users based on 3 options based on Earning PointRedeeming Point

and Cron job which will be set in Email Sending is based on radio button.

  • Ifyou select Earning Points, an Email will be sent to the User whenever they earn new
  • Ifyou select Redeeming Points, an Email will be sent to the User whenever they Redeem their Points.
  • Ifyou select Cron Job, an Email will be sent to the User frequently based on the time set in the Mail
  • Emailcan be sent to the Users either by WooCommerce or Local set in Email Sender 
  • Iflocal is selected then From Name and From Email Address will be  The Details Entered in these fields will be the sender of the Mail.
  • Ifyou want your Users to receive Email’s only when they have minimum Points, then enter the Minimum Points in Minimum Balance Points to send Email 
  • Emailcan be sent to all Users or it can be restricted to limited  If you choose Selected Users and click on the Send Mail to Selected Users Text box all the users will be displayed. Select the users that you want to Whom Email has to be Sent.
  • Ifyou wish to send Email to all user, then select All user in Send Mail to  If you select Selected users, you can select the Users listed in Send Mail to Selected Users field.
  • Enter the subject of the Email in Email Subject text
  • TheMessage of the Email can be customized in Email Message Text box that you want to display it to your

Note:

Make sure you use the short-codes to display the names and points correctly.

How to Send Mail to Users?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Email -> Email Settings

  • Select Mail() or Wp_Mail() in Select Email Function option to send Emails to
  • Go to WooCommerce – > SUMO Reward Points -> Modules -> Email -> Email CronSettings
  • Thetime duraion in which Email’s are sent is calculated based on the Mail Cron Settings.
  • Select between Days, Hours, Minutes in Email Cron time type drop down
  • Enter the number in Email Cron time

How to Set SMS Notification When a User Earned or Redeemed the Reward Points?

Go to WooCommerce – > SUMO Reward Points -> Modules -> SMS -> SMS Notification Settings

  • Enable the Notification through SMS Checkbox to send SMS to your
  • Select the SMS API as Twilio or Twilio:
  • Ifyou wish to Send SMS to your Users Via Twilio API then signup for a twilio account at https://twilio.com/try-twilio.
  • AfterSign up in the Account’s Dashboard you can find Account Sid and Auth Token these are API Credentials which is used to Send
  • Belowthe API Credentials Twilio Number will be  This number will be used as the Number which is used to send SMS.
  • Ifyou want to send SMS Notifications to Users Whenever they Earn Reward Points, enable “Send SMS on Earning Points
  • Ifyou want to send SMS Notifications to Users Whenever they Redeem their Points, enable “Select SMS on Redeeming Points
  • Enterthe Twilio Account Sid in “Twilio Account SID”  This can be found from the Account Dashboard.
  • Enter the Twilio Auth Token in “Twilio Account Auth Token” Thiscan be found from the Account Dashboard.
  • Enterthe Twilio Number in “Twilio From Number” text  can be found from Account Dashboard.
  • SMScan be send as the Text Message to the User based on Content set in “SMS Content” text
  • Now SMS will be Sent to the Users based on the option selected for Earning pointsor

Redeeming Points or Both.

Note:

  • SMSis Send to The Users based on their billing Phone  SMS will be sent only if the Number is in International Number Format.
  • When Using Twilio Trial Account SMS Can be sent only to the Registered Mobile
  • Ifthere is any delay in the Receiving SMS it is due to the latency caused by the
  • Refer with the Usage Plans and then enable the SMS

Nexmo:

  • Ifyou wish to Send SMS to your Users Via Nexmo API Then signup for a Nexmo account at https://www.nexmo.com/.
  • AfterSignup in the Account Dashboard you will find the Api Settings By clicking that the API credentials will be displayed.Use these credetials to Send
  • Ifyou want to send SMS Notifications to Users Whenever they Earn Reward Points, enable “Send SMS for Earning Points” Checkbox.
  • Ifyou want to send SMS Notifications to Users Whenever they Redeem their Points, enable “Select SMS for Redeeming Points
  • Enter the Nexmo API key in Nexmo Key
  • Enter the Nexmo API Secret in Nexmo Secret
  • SMScan be send as the Text Message to the User based on Content set in “SMS Content” text
  • NowSMS will be Sent to the Users based on the option selected for Earning points or Redeeming Points or

Note:

  • SMSis Send to The Users based on their billing Phone  SMS will be sent only if the Number is in International Number Format.
  • When Using Twilio Trial Account SMS Can be sent only to 10 pre-registered
  • Ifthere is any delay in the Receiving SMS it is due to the latency caused by the
  • Refer with the Usage Plans and then enable the SMS

How to display the Reward Points in an Order? Thank You Page

Go to WooCommerce – > SUMO Reward Points – > Modules -> Product Purchase -> Message Settings in Cart, Checkout and Thank You Page

  • Select Show in Show/Hide Points that can be Earned Message display in Thank You Pageoption to display the Total Points Earned in an order in the order details  If you want to hide, then select hide option.
  • Enterthe Caption in Points Earned in Order Thank You Page Label Text field which will be displayed for the Total Earned Points

Message to display on Edit Order Page[Earned Points]

Go to WooCommerce – > SUMO Reward Points – > Modules -> Product Purchase -> Message Settings in Edit Order Page

  • Ifyou wish to Display the Points earned for a Particular order in the order Details Tab and order Completion Email, then Select Display Points from Order on Order Details Page check
  • Enterthe Caption in Message to display Earned Points Text Field which will be displayed in Order completion Email that Points Earned for Particular

Message to display on Edit Order Page[Redeemed Points]

Go to WooCommerce – > SUMO Reward Points – > Modules -> Redeeming Points-> Message Settings in Edit Order Page

  • Ifyou wish to Display the Points redeemed for a Particular order in the order Details Tab and order Completion Email, then Select Display Redeemed Points check
  • Enterthe Caption in Message to Redeemed Points Text Field which will be displayed in Order completion Email that Points Redeemed for Particular

Note: In Edit Order page the Points Earned and Redeemed for the Particular Order will be displayed in a meta box.

How to create a Gift Voucher using Reward Points?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Gift Voucher

 

Voucher Code Settings

[sumo_current_balance] – Use this short-code to display User Current Reward Points

  • Ifyou want to give a Prefix or Suffix to the Gift Voucher Code, then as per your wish Enable the

Prefix and Suffix check-box and enter the value in the respective text fields.

  • SelectNumeric or Alphanumeric in Voucher Code Type drop-down menu to generate your Voucher code with only Numeric values or else with Alphanumeric values
  • Set the number of characters for your Voucher code in Voucher Code Lengthtext
  • Setthe Reward Points to award when using the Voucher code in Reward Points per Voucher Code text
  • Setthe voucher code count to generate in Number of Voucher Codes to Generate text
  • Ifyou want to set expiry date for the Voucher code, then select the expiry date in Expiry Date for Voucher Code(s) If the filed is left empty, then the Gift Voucher code will never expire.
  • Click Create Voucher Codes

How to Export/Import Gift Voucher Codes?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Gift Voucher -> Gift Voucher List

  • If you wish to Export the Voucher Code which you have created, then you can make useof

Export Voucher Codes as CSV button.

  • Ifyou wish to Import the Voucher Code, then Choose the file using Browse button in Import Gift Voucher to CSV 
  • If you want to Ignore the code which already exists while importing, then select Ignore VoucherCode in If Voucher Code Already exists option and select Import Voucher Code as CSV 
  • If you want to Replace the code which already exists while importing, then select Replace VoucherCode in If Voucher Code Already exists option and select Import Voucher Code as CSV 

How to use Import/Export Points in CSV?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Import/Export Points -> Import/Export User Points in CSV Format

  • SelectAll Users or Selected users in Export Available Points for checkbox to Export Reward
  • Selectthe users to export Reward points by searching a User name in Select the Users that you wish to Export Reward Points multi-search field.
  • Selectwhether to export CSV based on User Name or User Email-Id in Users are identified based on check

Exporting the user points can be done with the following options.

  1. All Users with AllTime
  2. All Users with SelectedTime
  3. Selected Users with AllTime
  4. Selected Users with SelectedTime
  • Ifyou wish to choose All Users in Export Available Points for check box and All time in Export User Points for Check box, then the current available points will be exported for All
  • Ifyou wish to choose All Users in Export Available Points for check box and Selected time in

Export User Points for Check box, then CSV can be exported for a specified time period.

  • Ifyou wish to choose Selected Users in Export Available Points for check box and All time in

Export User Points for Check box, then the Points will be exported for Selected Users.

  • If you wish to choose Selected Users in Export Available Points for check box and Selected Timein Export User Points for Check box, then the Points will be exported for Selected Users for a specified time
  • Note: If Start date and End date is left empty, then points will be exported for all
  • Ifyou wish to choose All Users in Export Available Points for check box and All time in Export User Points for Check box, then the current available points will be exported for All
  • To Export User Reward Points to the CSV Format, click on the Export User Points buttonsin

Export User Points to CSV option and Save the CSV file.

  • By Default the Current Reward Points of Each Users will be
  • TheFirst Field of the CSV contains user name of the user and the Second Field Contains Current Points with respect to that
  • You can also Export the Total Earned points, Total Redeemed Points for Each
  • Toimport the User Reward Points to CSV click the browse button, select .CSV file and then click the Import User Points to CSV 
  • Ifyou want to import the CSV file with Version Below 0, then click on the Import CSV for Older Version(Below 10.0) button.
  • Ifyou want to import the CSV file with Version above 0, then click on the Import CSV for Version 10.0(Above 10.0) button.
  • Once you click on Import button it will show two types offield,

¾ Override Existing User Points.

  • Add Points with already Earned
  • Ifyou want to Override the Existing User Points, Click the Override Existing User Points  Once Uploaded, the changes will be reflected in the Reward Points.
  • Ifyou want to Add Points with Already Earned Points, Click the Add Points with Already Earned Points The changes made will be reflected in the Reward Points.

How to Manage Form for Cash Back?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Cash Back -> Cash Back Settings

  • Createa Form for Cash Back using this [rsencashform] shortcode in a new page[Short-code available in Short-Codes tab].
  • To display the Encash Form, need to select Enable in Enable Cashback for Reward Points drop- down menu.
  • You can make use of the Cashback Form Accessible Selection option for whom to displaythe

Cashback Form.

  • Enterthe Minimum Points that the User must Request In order for Cash Back in Minimum Points for Cash Back of Reward Points 
  • Enterthe Maximum Points that the User must Request In order for Cash Back in Maximum Points for Cash Back of Reward Points 
  • Select the Payment for Cash Back in Display Payment Method drop down
  • If you set the Payment Method as Paypal, the User have to use only PayPal Method to submit the Cash Back Request.
  • Fundswill be transferred by using Paypal Mass Payment for those who have submitted the Cash Back Request by Paypal
  • If you set the Payment Method as Custom Payment, the User have to use only Custom Payment Methodto submit the Cash Back Request and their details can be downloaded as a separate

How to Manage Request for Cash Back?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Cash Back -> Cash Back Request List

  • The Cash Back Request made by the users will be
  • You can Approve the Requests and Export CSV For PayPal Mass Payment by Clicking Export Points as CSV for PayPal Mass Payment
  • Ifyou Wishes to Export all the Cash Back Requests they will have to click Export All Cash Back Requests 
  • You canedit or delete Individual Cash Back Requests by clicking the Edit/Delete option under Each Listed
  • Oncethe Payment has been Completed, Status of the Request can be changed from Due to Paid.
  • MultipleRequests can be changed to Paid or Due and can also be deleted using the Bulk Action 

How to set Coupon Reward Points?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Action Reward Points -> WooCommerce Coupon Usage Reward Points

  • If the Same coupon code is Linked with multiple Reward Points, then Based on the [When differentPoints is associated with the same Coupon Code then] Selection, the Reward Points will be
  • SuccessMessage can be customized and displayed in the Cart and checkout page whenever a user uses the linked coupon code in Message displayed on cart page when Coupon Reward Points is Earned 
  • You can add the rule by clicking Add Rule
  • Multiple Link can be added for the
  • Select the Coupon in Coupon Codes
  • Set the Reward Points for the Coupon in Reward Points
  • If you wish to remove the link you can remove by clicking Remove Rule

How Manual Referral Link Works with Reward Points?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Referral System -> Manual Referral Link settings

  • Manual Referral linking provides the option of permanently linking individual Buyerand

Referrer.

  • Wheneverthe linked buyer purchases a product which contains Referral reward points, then

Referral reward points will be awarded to the linked referrer.

  • The Referral reward points will be awarded as long as the link is
  • When the link is removed, thereafter Referral points will not be
  • Multiple Referral Links can be created at the Same time and Referral points will be awardedto all the referrer when Buyer’s Purchase the Product.

Example:

  1. Consider a new manual linking is being created between the Referrer User1 and the Buyer User
  2. Now User2 Purchases a Product which has referral points in it. The Referral Points for that Product will be added in User1’s
  3. AsLong as the Linking is present Referral points will be awarded to User1 when User2 purchases a product with Referral

How to use Reports in CSV?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Reports -> Reports in CSV Settings Reports can be Exported for user points can be done with following options.

  1. All Users with AllTime
  2. All Users with SelectedTime
  3. Selected Users with AllTime
  4. Selected Users with SelectedTime
  • Ifyou wish to choose All Users in Export Available points for check box and All time in Export User Points for Check box, then the current available points will be exported for All
  • Ifyou wish to choose All Users in Export Available points for check box and Selected time in

Export User Points for Check box, then CSV can be exported for a specified time period.

  • Ifyou wish to choose Selected Users in Export Available points for check box and All time in

Export User Points for Check box, then the Points will be exported for Selected Users.

  • If you wish to choose Selected Users in Export Available points for check box and Selected Timein Export User Points from Check box, then the Points will be exported for Selected Users for a specified time
  • Ifyou want to export user points based on Earning points, then select Earning points in Export User Points based on Check
  • Ifyou want to export user points based on Redeeming points, then select Redeeming points in

Export User Points based on Check box.

  • If you want to export user points based on Total points, then select Total points in Export User Points based on Check box.
  • Ifyou want to export User Points Report, then click on Export User Points Report button in

Export User Points Report as CSV option.

How to Manage Form for Send Points?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Send Points -> Send Point[s] Form Settings

  • Create a Form for Cash Back using this [rssendpoints] shortcode in a new
  • Ifyou want to display the Send Points Form, then select Enable in Enable Send Point(s) drop down menu.
  • Enter the Caption for Reward Points in Current Reward Points Label It containCurrent

Reward Points of the user.

  • If you want that user to send the reward points to a certain limit, then Enable theoption

Restriction on Sending Points.

  • Enter the points in Maximum Points which can be Sent
  • ErrorMessage will be displayed and can be customized, when the points entered is greater than limit points set in Error Message to display when Send Points is greater than the Maximum Points 
  • Selectthe Approval type in Send Points Request Approval type drop down  If you select Manual Approval, then points will be sent to the user(s) once the request is approved. If you select Auto Approval, then points will be sent to the users immediately after submitting the form.
  • Enterthe Caption for Points to send in Points to Send Label  This field is used to provide the Points to other user.
  • Select All Users or Selected User(s) in User Selection type for Sending Points drop down menu. If you select the Selected User(s) menu, then an additional field[Select the User] will be displayed which is used to select theuser(s).
  • Enter the Caption for Submit button in Send Points Form Submit Button Label
  • RequestMessage can be customized when the Request form is submitted in Message displayed When Send Points Request is Submitted for Manual Approval 
  • SuccessMessage can be customized when the Request form is submitted in “Message displayed When Send Points Request is Submitted for Auto Approval
  • ErrorMessage can be customized when Send Points field is empty in Error Message to be displayed when Points to Send field is left Empty 
  • ErrorMessage can be customized when Select the user field is empty in Error Message to be displayed when Select User field is left Empty 
  • ErrorMessage can be customized when points to send is not a number in Error Message to be displayed when entered Points is not a Number 

How to Manage Request for Send Points?

Go to WooCommerce – > SUMO Reward Points -> SUMO Reward Points -> Modules -> Send Points -> Send Point[s] Request List

  • The Request for send points made by the users will be
  • You can Approve or ignore the
  • You can edit or delete Individual Request made by the user,by clicking the Edit/Delete option under Each Listed
  • MultipleRequests can be changed to Paid or Due and can also be deleted using the Bulk Action 

How to Set Nominee Settings for Product Purchase in Checkout Page?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Nominee-> Nominee Settings for Product Purchase in Checkout Page

  • Ifyou want to show the Nominee Field in Checkout Page, then select show  Choose

Hide option if you don’t want to show the Nominee Field in Checkout Page.

  • Select the Nominee by User or User Roles in Nominee User Selection drop down
  • Select the User/User roles in their corresponding search
  • SelectUser Email or User name in Checkout Page Nominee is identified based on drop-down menu.
  • Save the

How to Set Nominee Settings for Product Purchase in My Account Page?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Nominee-> Nominee Settings for Product Purchase in My Account Page

  • Ifyou want to show the Nominee Field in My Account Page, then select show  Choose

Hide option if you don’t want to show the Nominee Field in My Account Page.

  • Select the Nominee by User or User Roles in Nominee User Selection drop down
  • Selectthe Nominee for Product Purchase by user and Select one or more than one Nominee by searching in User Selection search field.
  • Selectthe Nominee for Product Purchase by User Roles and Select one or more than one Nominee by searching in User Role Selection search
  • If you wish to display Nominee as User in My Account Page, then select By Usernamein

Display Nominee in My Account Page by Username or Email drop down menu.

  • Ifyou wish to display Nominee as User Email Id in My Account Page, then select By Username Email Id in Display Nominee in My Account Page by Username or User Email drop down menu.
  • Save thesettings.

 

Nominated User List:

  • The User(s) who are all nominated by the buyer will be listed
  • ThePoints earned by the buyer will be nominated to the Nominee only when the option is said to be Enabled.

How Point URL works?

  • Copyand Paste the URL which is generated wherever you  Once the user clicks the URL, it will be redirected to the page which is given in Site URL field and points were added in user’s account.

Note: Point URL feature works only for logged in users.

How to generate Point URL?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Point URL – > Point URL Settings Name for Point URL

  • Set name for Point URL in Name

Site URL

  • Enterthe URL where the user is to be redirected, when clicking the link in Site URL  If left empty Site URL will be considered as Base URL.

Points

  • Enter the points which is to be added to the user’s Account, when clicking the URL

Validity

  • Select Validity as Unlimited for not giving any expiry for the PointURL.
  • Select Validity as Limited for giving an expiry for the Point URL.
  • If Limited is selected then select the date for expiry in Expiry Time for Point URL

Usage Count

  • Select Usage Count as Unlimited for not giving any limit in count for the Point
  • Select Usage Count as Limited for giving limit in usage count for the Point
  • If Limited is selected then Enter the number of limits in Count
  • Click Generate Point URL
  • Save the

How to Show/Hide the Reset All button in Tabs?

Go to WooCommerce – > SUMO Reward Points -> Advanced -> Advanced Settings

  • If you wish to show the Reset All button in the all the tabs, then select Show in Show/Hide ResetAll Button in Tabs drop down  If you don’t want to display the button, then select Hide option.
  • Save the

How to deduct Points from the User Account when you Manually create the Order Using SUMO Reward Points Gateway?

Go to WooCommerce – > SUMO Reward Points -> Advanced -> Experimental Features

  • Select Enable in SUMO Reward Points Payment Gateway for Manual Order drop down By default the option will be in disable mode.
  • Save the

Go to WooCommerce – > Order -> Add Order

  • Select the User and fill required details(Billing and ShippingDetails)
  • Select the Product(s), click Calculate total button and save the
  • Nowthe notification invoice will be sent to the user through an  The corresponding points will be deducted from the user’s Account once they complete the order.

List of Shortcodes[Go to WooCommerce – > SUMO Reward Points -> Shortcodes]

  1. [rs_my_current_earning_level_name] – Use this Shortcode to display Current Level of the
  2. [rs_next_earning_level_points] – Use this Shortcode to display points to reach Next Levelin

member level.

  1. [rs_generate_referralreferralbutton=”show” referraltable=”show”] – Use this Shortcode for displaying Referral Link Generation and its Table Shortcode Parameters are referralbutton and referraltable, make it as Show/Hide.
  2. [rs_redeem_vouchercode] – Use this Shortcode to display the Redeeming Voucher
  1. [rs_my_rewards_log] – Use this Shortcode to display the log of RewardPoints.
  2. [rs_my_reward_points] – Use this Shortcode to display the Reward Points of CurrentUser.
  3. [rs_generate_static_referral] – Use this Shortcode to display the Static URLLink.
  4. [rs_my_cashback_log] – Use this Shortcode to display the My CashBackTable.
  5. [rs_user_total_redeemed_points]– Use this Shortcode to display the Total Points Redeemed by a

User.

  1. [rs_user_total_earned_points]– Use this Shortcode to display the Total Points Earned by a
  2. [rs_user_total_expired_points]– Use this Shortcode to display the Total Points Expired by a
  3. [rs_user_total_points_in_value] – Use this Shortcode to display the Total Points inCurrency

value.

  1. [rs_rank_based_total_earned_points] – Use this Shortcode to display the Total Earned Pointsof

all User[Top Individual Rank earned by Points].

  1. [rs_rank_based_current_reward_points] – Use this Shortcode to display the CurrentEarned

Points of all User[Top Individual Rank earned by Points].

  1. [rs_refer_a_friend]– Use this Shortcode anywhere on Page/Post to display Refer a Friend 
  2. {rs_points_in_currency} – Use this Shortcode to display the Reward points in Currency Valuein

email.

  1. {rssitelink} – Use this Shortcode to display the site link in
  2. {rsfirstname} – Use this Shortcode to display the First Name of User in
  3. {rslastname} – Use this Shortcode to display the Last Name of User in
  4. {rspoints} – Use this Shortcode to display the Reward points in
  5. [rsencashform] – Use this Shortcode to display the Cash Back
  6. [rssendpoints] – Use this Shortcode to display the Send Points

Compatible with SUMO Subscriptions:

 

If Reward Points is associated with a subscription product created using SUMO Subscriptions plugin, then by default the Reward Points associated with that product will be added to the user’s account for each renewal. This behavior can be changed not to Reward Points for renewal orders.

How to stop awarding Product Purchase Points for renewal orders created using SUMO Subscriptions?

 

 

Go to WooCommerce – > Sumo Reward Points – > General – > SUMO Subscriptions Compatibility Settings

 

  • Enable Don’t Award Points for Renewal Orders of SUMO Subscriptions checkbox
  • Save the

How to stop awarding Referral Product Purchase Points for renewal orders created using SUMO Subscriptions?

 

  • Goto WooCommerce  > Sumo Reward Points  > General  > SUMO Subscriptions Compatibility Settings

 

  • EnableDon’t Award Referral Product Purchase Points for Renewal Orders of SUMO Subscriptions check box
  • Save the

How to Purchase the Subscription Product using SUMO Reward Points Gateway?

 

Go to WooCommerce  > Settings  > Checkout  > SUMO Reward Points Gateway

  • Enablethe Checkbox Remove the option for the Subscriber to choose Automatic/Manual Reward Points Payment.
  • If Force Automatic Reward Points Payment is selected in Force Automatic/Manual Payment dropmenu, if user tries to buy the Subscription Product using SUMO Reward Points Gateway, then corresponding points will be automatically reduced from the User’s Account once the order becomes completed. For Every Renewal, Points will be deducted from the User’s Account Automatically.
  • If Force Manual Reward Points Payment is selected in Force Automatic/Manual Payment dropmenu, if user tries to buy the Subscription Product using SUMO Reward Points Gateway, then corresponding points will be reduced from the User’s Account once the order becomes completed. For Every Renewal, Points will be deducted from the User’s Account whenever they bought the Subscription Product using SUMO Reward Points Gateway.
  • If the Remove the option for the Subscriber to choose Automatic/Manual Reward Points Paymentcheckbox hasn’t selected, then it’s up to User choice whether to complete the order with Automatic/Manual 

Note: If Users doesn’t have enough points at Renewal date, then the process will be proceed as per the settings in Configured in SUMO Subscriptions Plugin(Advanced Settings).

Compatible with SUMO Memberships:

 

Reward Points Earning percentage can be modified for Members who have purchased a specific Membership Plan

Example:

If you want to double the Reward Points which can be earned only for users who have purchased a Platinum Membership Plan then it can be done.

How to set Reward Points based on Membership Plan?

Go to WooCommerce – > SUMO Reward Points -> General – > Reward Points Earning Percentage based on Membership Plan

Priority Level Selection

  • If a user has purchased more than one Membership Plan then, Based on the Priority selection option the Percentage of Points from Reward Points Earning Percentage By Membership Plan. Afterthat, based on the Priority Selection option, the final percentage of points will be decided for the user

Reward Points Earning Percentage By Membership Plan

  • Membership Plan Based RewardPoints
  1. Ifyou wish to enable award earning points based on Membership Plan then, enable Membership Plan based Earning Level checkbox
  2. The List of Memberships Plans will be displayed with a textbox to enter the
  3. d) The Percentage entered will be used to calculate the Membership Plan Based Reward Points.

Compatible with SUMO Discounts:

 

Points which can be Earned for a Product will be modified if the price of the product is modified by SUMO Discounts plugin.

For Example,

Price of the Product is $100, User Role Discount 10% for all Customers

Original Points: 100

Modified Price: $90

Modified Points: 90

Compatible with SUMO Coupons:

How to set Points should not be Earned when SUMO Coupon is applied?

Go to WooCommerce – > SUMO Reward Points – > General – > SUMO Coupons Compatibility Settings

  • Select Don’t Allow Earn Points when SUMO Coupon is appliedcheck-box.
  • Save the

How to set Points should not Redeem when SUMO Coupon is applied?

Go to WooCommerce – > SUMO Reward Points -> General – > SUMO Coupons Compatibility Settings

  • Select Don’t Allow Redeem when SUMO Coupon is appliedcheck-box.
  • Save the

Compatible with SUMO Payment Plans:

 

Product Purchase Points

 

If the User purchased a Payment Plan Product which contains Product Purchase Points, then the corresponding points will be awarded once the final installment amount of the plan has been successfully paid by them.

Referral Product Purchase Points

 

If the Referred Person purchased a Payment Plan Product which contains Referral Product Purchase Points, then the corresponding points will be awarded to Referrer once the final installment amount of the plan is successfully paid by the Referred Person.

Compatible with GDPR Compliance for WordPress

 

  • We have given GDPR Compliance for WordPress[Privacy Policy, Data Access and DataErasure].
  • We haveprovided the information about what the plugin does and which data can be collected and stored(from the users) by the plugin has been listed in the Privacy Policy[Dashboard -> Settings -> Privacy] 
  • The data collected by the plugin can be Exported/Erased using the WordPress Export andErase

options available in the WordPress Tools. Compatible with SUMO Waitlist:

  • Reward Points can be earned for subscribing out of stockproducts
  • Product Purchase Reward Points can be earned by the subscribed users who are all purchasedIn-

 

 

Stock Products

 

Compatible with SUMO WooCommerce Custom Registration Fields

 

  1. Custom Registration Fields RewardPoints

 

Using this plugin, you can configure the custom fields which need to displayed in WooCommerce Registration Form. Points can be earned for entering the details in configured custom fields during registration

ii) Social Login Reward Points

 

Points can be earned for the following action through available Social Network

  • Registering on thesite
  • Linking another social account on Account Details Menu[AccountPage]
  • DailyLogin

Compatibility with bbPress:

 

Points can be earned when creating and replying to a topic.

How to set Reward Points for Creating a Topic?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Action Reward Points -> Reward Points for bbPress Action

  • Select Enable Reward Points for Creating a Topiccheck-box.
  • Enter the Points in Reward Points for Creating a Topic
  • Save the

How to set Reward Points for Reply to a Topic?

Go to WooCommerce – > SUMO Reward Points -> Modules -> Action Reward Points -> Reward Points for bbPress Action

  • Select Enable Reward Points for Reply to a Topiccheck-box.
  • Enter the Points in Reward Points for Reply to a Topic
  • Save the

Language Translation

SUMO Reward Points Plugin is translation ready meaning you can edit the po files by which you can translate the text to any language.

The steps to do the translation are as follows. For eg let us consider translation to french.

  1. Download and installPoedit
  2. Open the file SUMO Reward System -> languages folder ->rewardsystem-fr_FR.po fr_FR.po using
  3. Choose the Source text and set its corresponding French text in Translation Text
  4. Save the
  5. If you are using WordPress Version 9.13 or below, then in wp-config.php definethe

WPLANG as French. Syntax is define(‘WPLANG’, ‘fr_FR’);

  1. If you are using WordPress Version 0 or above, then go to WordPress dashboard->

Settings -> General and select the Site Language as French

 

How to translate your PO files without losing the translated strings during an upgrade? WordPress Installation -> wpcontent -> languages

  • Create a folder with the exact plugin name “rewardsystem” mentioned in the Plugins
  • Placethe translated string po file & mo file for the language you wish to translate[rewardsystem

fr_FR].

Requirements

The minimum server requirements and the WordPress requirements are as follows

  • PHP 5.2.4 or greaterMySQL 5.0 orgreater
  • WordPress 4 or Higher
  • WooCommerce 2.0+

Browser Compatibility

SUMO Reward Points works fine with all major browsers such as IE8.0 +, Mozilla, Chrome, Safari, Opera etc.

Documentation Updated

This Documentation has been updated for SUMO Reward Points Version 21.2

 

 

Theme Compatibility

SUMO Reward Points should work fine with all the top themes.

How to Remove the Reward Points Completely from WordPress Installation?

If you want to Remove SUMO Reward Points Completely from your Site do the Following Steps

Note:

  1. Please proceed only if you Don’t want to Use SUMO Reward Points in yourSite
  1. Byperform the following steps, All the Points Info will be deleted

· Go to WooCommerce -> SUMO Reward Points-> Reset

  • In Reset Data for option Make Sure that All Users isselected
  • Make sure that all the check boxes arechecked
  • Click the ResetButton
  • Ifyou are using SUMO Reward Points x or newer versions, two database tables will be created in your Database by SUMO Reward Points.
  1. wp_rspointexpiry
  2. wp_rsrecordpoints
    • Please remove these two tables from your Database used for yourWordpress Installation

Frequently Asked Questions

Why my site becomes slow after activating SUMO Reward Points Plugin?

Please make sure you use the latest version of the plugin.

Please make sure you haven’t renamed any folder of SUMO Reward Points Plugin.

Mail template is not saving?

Mail Template Option is added only from v3.0. If you tried to upload the files via ftp (replace the files) on top of an existing version which is below v3.0 then it won’t work, because creation of table is done only on register activation hook. You need to deactivate and activate the Plugins in this case.

How to hide the Redeeming Field in Cart Page?

Hiding Redeeming Field is in Cart Tab of SUMO Reward Points Plugin Settings Page.

How to reset the selected user points and their logs?

This option is in SUMO Rewards under Reset Tab. In there you can clear the points and logs for all users or particular users.

I have a Gift Voucher Code but I don’t know where to use that?

Login to the site and go to the My Account Page. There you can find the text field with button saying Redeem your Voucher Code. Enter your voucher code and the corresponding Points will be added to your account.

How to Restrict the Users Earning Points to a maximum value?

Option to restrict the user earning points is in General Settings of SUMO Rewards. You can enable it and set a maximum points value. Once you set up the points then user won’t earn more than that point. If the earning points are more than the maximum earning points then maximum earning points will be set to the user.

How do I Enable SUMO Rewards to my Existing Products? Do I need to edit and update each Products?

NO you don’t need to update the reward points for each product. For that you can go to the Bulk Update Tab and just select whichever products you want to update, set the appropriate values and hit save and update.

How does Referral Work?

Referral works based on Referral links using cookies. You can generate referral links from My Account –

> Generate Referral Link. You can generate the referral link for any URL of your site and still the referral rewards for product purchases will work. For example when you generate a referral link for your home page using which visitor Enters your site and purchases the products still the referral will work.

I am not able to use Reward points to exclude Shipping cost and tax

Redeeming of Reward Points works based on WooCommerce Coupons. The default behaviour of WooCommerce Coupons is that Coupons can not be applied for Shipping Cost and Tax.

How does Coupon and Redeeming Reward Points works when Tax is included?

Working of Redeeming in SUMO Reward Points works based on WooCommerce Coupons. Consider the following example

1. Coupon Discount

Cart Total – $100 ($10 Tax)

Coupon value (testcoupon) – $ 50

If the coupon is applied, then the discount value $50 will be reduced from the cart total. But the price will display as $45.45 for the order.

Note: Points will be calculated based on the Product Price and once the order has been completed, then calculated points will be reduced from the User’s Account.

2. Points Redemption

Redeeming Conversion: 10 Point = $1

If 500 points were redeemed in an order, then based on the conversion $50 will be reduced from the cart total. But the message will display as 455 Points(Points will be calculated based on Product Price only) were redeemed in an order and those points will be deducted from the account.

How to get Facebook Application ID?

  1. Go tofacebook.com

 

  1. Login to youraccount
  • Create a New App by selecting the Add a New App option on My Appssettings

 

  1. EnterDisplay NameEmail ID, and click Create App ID button so that you will have the unique app id with the name you have
  1. Go to Settings -> Basics
  • Atthe bottom of the page, you can find the Add Platform  Select the Add Platform option, set the platform as a Website, and enter your site URL.
  • Enter the valid Privacy Policy URL to turn on the status to

 

 

API Supported in Sumo Reward Points Event Action

  1. Buying Sumo Reward Point -fp_reward_point_for_buying_sumo_reward_points;
  2. Point for Using Gateway – fp_reward_point_for_using_gateways
  1. Point for Product Purchase -fp_reward_point_for_product_purchase;
  1. Point for Product Review -fp_reward_point_for_product_review;
  1. Point for Using Coupon -fp_reward_point_for_using_coupons;
  1. Point for Using Gift Voucher -fp_reward_point_for_using_gift_voucher;
  1. Pointfor Facebook Like – fp_reward_point_for_facebook_like;
  1. Pointfor Twitter Tweet – fp_reward_point_for_twitter_tweet;
  1. Point for Google Plus Share -fp_reward_point_for_google_plus_share;
  1. Point for Com Like -fp_reward_point_for_vk_like;
  1. Point for Registration -fp_reward_point_for_registration;
  1. Point for Login –fp_reward_point_for_login;
  1. Dynamic Referral Link – rs_referral_url_info_default_type($ref_url,$referralperson);
  2. Static Referral Link – rs_referral_url_info_static_type($ref_url,$referralperson);
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作者:victor
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